IFP Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

IFP Advisors’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
2023 Q3	–	Sell	-1	Closed	-$52	–	3567
2023 Q2	$52	Buy	+1	New	+$49	﹤0.01%	3390

Other funds holding VOTE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

IFP Advisors's VOTE Position: Q3 2023 in Review

IFP Advisors sold out of TCW Transform 500 ETF (VOTE) in Q3 2023, closing a stake of 1 share — an estimated $52 sold.

IFP Advisors first reported a position in VOTE in Q2 2023 and held it in 1 quarter. The position peaked at $52 in Q2 2023. 51 funds tracked by Wall St. Rank hold VOTE as of Q3 2023.

IFP Advisors reported no remaining TCW Transform 500 ETF position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 1 TCW Transform 500 ETF share in Q3 2023, an estimated $52.
IFP Advisors first reported a position in TCW Transform 500 ETF in Q2 2023 and held it in 1 quarter.
IFP Advisors's TCW Transform 500 ETF position peaked at $52 in Q2 2023.
51 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.