Cetera Investment Advisers
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Cetera Investment Advisers’s TCW Transform 500 ETF VOTE Stock Holding History

Cetera Investment Advisers’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
-3,277
Closed -$214K – 4214
2025
Q1 		$214K Sell
3,277
-1,163
-26% -$80.3K ﹤0.01% 3552
2024
Q4 		$305K Sell
4,440
-1,281
-22% -$88.5K ﹤0.01% 3113
2024
Q3 		$384K Buy
5,721
+67
+1% +$4.33K ﹤0.01% 2874
2024
Q2 		$359K Buy
5,654
+112
+2% +$6.86K ﹤0.01% 2870
2024
Q1 		$339K Buy
+5,542
New +$323K ﹤0.01% 2929

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

Cetera Investment Advisers's VOTE Position: Q2 2025 in Review

Cetera Investment Advisers sold out of TCW Transform 500 ETF (VOTE) in Q2 2025, closing a stake of 3,277 shares — an estimated $214K sold.

Cetera Investment Advisers first reported a position in VOTE in Q1 2024 and held it in 5 quarters. The position peaked at $384K in Q3 2024. 86 funds tracked by Wall St. Rank hold VOTE as of Q2 2025.

  • Cetera Investment Advisers reported no remaining TCW Transform 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 3,277 TCW Transform 500 ETF shares in Q2 2025, an estimated $214K.
  • Cetera Investment Advisers first reported a position in TCW Transform 500 ETF in Q1 2024 and held it in 5 quarters.
  • Cetera Investment Advisers's TCW Transform 500 ETF position peaked at $384K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.