Gateway Wealth Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Gateway Wealth Partners’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	$4.52M	Sell	51,211 -48,957	-49%	-$4.18M	0.27%	98
2026 Q1	$7.64M	Buy	100,168 +51,206	+105%	+$4.09M	0.3%	96
2025 Q4	$3.93M	Buy	48,962 +1,374	+3%	+$109K	0.44%	64
2025 Q3	$3.73M	Buy	47,588 +13,633	+40%	+$1.03M	0.5%	55
2025 Q2	$2.47M	Buy	+33,955	New	+$2.28M	0.47%	60

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

Gateway Wealth Partners's VOTE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its TCW Transform 500 ETF (VOTE) stake by 49% in Q2 2026, selling an estimated $4.18M and leaving 51,211 shares worth $4.52M. The position accounts for 0.27% of the portfolio, ranked #98.

Gateway Wealth Partners first reported a position in VOTE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.64M in Q1 2026. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Gateway Wealth Partners held 51,211 shares of TCW Transform 500 ETF worth $4.52M as of Q2 2026.
Gateway Wealth Partners sold 48,957 TCW Transform 500 ETF shares in Q2 2026, an estimated $4.18M.
TCW Transform 500 ETF made up 0.27% of Gateway Wealth Partners's portfolio in Q2 2026, its #98 holding.
Gateway Wealth Partners first reported a position in TCW Transform 500 ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's TCW Transform 500 ETF position peaked at $7.64M in Q1 2026.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.