Focus Partners Advisor Solutions’s TCW Transform 500 ETF VOTE Stock Holding History

Focus Partners Advisor 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
2026 Q2	$445K	Buy	5,043 +68	+1%	+$5.8K	﹤0.01%	852
2026 Q1	$378K	Sell	4,975 -345	-6%	-$27.5K	﹤0.01%	891
2025 Q4	$427K	Sell	5,320 -681	-11%	-$54.2K	0.01%	767
2025 Q3	$481K	Buy	6,001 +1,075	+22%	+$81.1K	0.01%	746
2025 Q2	$358K	Buy	4,926 +30	+0.6%	+$2.02K	﹤0.01%	783
2025 Q1	$320K	Buy	4,896 +707	+17%	+$48.8K	﹤0.01%	736
2024 Q4	$288K	Sell	4,189 -3,801	-48%	-$263K	﹤0.01%	616
2024 Q3	$536K	Buy	7,990 +142	+2%	+$9.18K	0.01%	436
2024 Q2	$499K	Buy	7,848 +4,140	+112%	+$253K	0.01%	371
2024 Q1	$227K	Buy	3,708 +1	+0%	+$58	0.01%	544
2023 Q4	$206K	Buy	+3,707	New	+$193K	0.01%	390

Other funds holding VOTE

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Focus Partners Advisor Solutions's VOTE Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its TCW Transform 500 ETF (VOTE) stake by 1.4% in Q2 2026, buying an estimated $5.8K and bringing the position to 5,043 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Focus Partners Advisor Solutions first reported a position in VOTE in Q4 2023 and has held it in 11 quarters since. The position peaked at $536K in Q3 2024. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Focus Partners Advisor Solutions held 5,043 shares of TCW Transform 500 ETF worth $445K as of Q2 2026.
Focus Partners Advisor Solutions bought 68 TCW Transform 500 ETF shares in Q2 2026, an estimated $5.8K.
TCW Transform 500 ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #852 holding.
Focus Partners Advisor Solutions first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's TCW Transform 500 ETF position peaked at $536K in Q3 2024.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.