Integrated Wealth Concepts’s TCW Transform 500 ETF VOTE Stock Holding History

Integrated Wealth Concepts’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	$128K	Buy	+1,451	New	+$124K	﹤0.01%	2626

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

Integrated Wealth Concepts's VOTE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TCW Transform 500 ETF (VOTE) in Q2 2026: 1,451 shares worth $128K. The stake represents ﹤0.01% of the portfolio and ranks #2626 among its holdings.

112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Integrated Wealth Concepts held 1,451 shares of TCW Transform 500 ETF worth $128K as of Q2 2026.
TCW Transform 500 ETF was a new Integrated Wealth Concepts position in Q2 2026.
TCW Transform 500 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2626 holding.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.