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Atria Wealth Solutions’s TCW Transform 500 ETF VOTE Stock Holding History

Atria Wealth Solutions’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,031
Closed -$787K – 1916
2025
Q1 		$787K Buy
12,031
+58
+0.5% +$4K 0.01% 977
2024
Q4 		$824K Sell
11,973
-3,123
-21% -$216K 0.01% 1009
2024
Q3 		$1.01M Buy
15,096
+4,705
+45% +$304K 0.01% 913
2024
Q2 		$661K Buy
10,391
+1,022
+11% +$62.6K 0.01% 1088
2024
Q1 		$574K Buy
9,369
+4,503
+93% +$262K 0.01% 1198
2023
Q4 		$271K Buy
+4,866
New +$253K ﹤0.01% 1568

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.05B AUM 30.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's VOTE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of TCW Transform 500 ETF (VOTE) in Q2 2025, closing a stake of 12,031 shares — an estimated $787K sold.

Atria Wealth Solutions first reported a position in VOTE in Q4 2023 and held it in 6 quarters. The position peaked at $1.01M in Q3 2024. 86 funds tracked by Wall St. Rank hold VOTE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining TCW Transform 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,031 TCW Transform 500 ETF shares in Q2 2025, an estimated $787K.
  • Atria Wealth Solutions first reported a position in TCW Transform 500 ETF in Q4 2023 and held it in 6 quarters.
  • Atria Wealth Solutions's TCW Transform 500 ETF position peaked at $1.01M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.