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JNBA Financial Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

JNBA Financial 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
2021
Q4 		– Sell
-100
Closed -$5K – 889
2021
Q3 		$5K Buy
+100
New +$5.24K ﹤0.01% 597

Other funds holding VOTE

JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return
SVCF
Silicon Valley Community Foundation Mountain View, California $1.77B AUM 13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

JNBA Financial Advisors's VOTE Position: Q4 2021 in Review

JNBA Financial Advisors sold out of TCW Transform 500 ETF (VOTE) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in VOTE in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 23 funds tracked by Wall St. Rank hold VOTE as of Q4 2021.

  • JNBA Financial Advisors reported no remaining TCW Transform 500 ETF position as of Q4 2021 after selling out during the quarter.
  • JNBA Financial Advisors sold 100 TCW Transform 500 ETF shares in Q4 2021, an estimated $5K.
  • JNBA Financial Advisors first reported a position in TCW Transform 500 ETF in Q3 2021 and held it in 1 quarter.
  • JNBA Financial Advisors's TCW Transform 500 ETF position peaked at $5K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q4 2021.

Based on JNBA Financial Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.