Kestra Advisory Services’s TCW Transform 500 ETF VOTE Stock Holding History

Kestra Advisory Services’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	$1.66M	Buy	18,856 +839	+5%	+$71.6K	0.01%	1464
2026 Q1	$1.37M	Buy	18,017 +83	+0.5%	+$6.63K	0.01%	1519
2025 Q4	$1.44M	Buy	17,934 +1,833	+11%	+$146K	0.01%	1419
2025 Q3	$1.26M	Buy	16,101 +1,486	+10%	+$112K	0.01%	1434
2025 Q2	$1.06M	Buy	14,615 +4,028	+38%	+$271K	0.01%	1438
2025 Q1	$692K	Sell	10,587 -78	-0.7%	-$5.39K	﹤0.01%	1615
2024 Q4	$734K	Sell	10,665 -279	-3%	-$19.3K	﹤0.01%	1605
2024 Q3	$734K	Buy	10,944 +22	+0.2%	+$1.42K	﹤0.01%	1517
2024 Q2	$694K	Buy	10,922 +498	+5%	+$30.5K	﹤0.01%	1555
2024 Q1	$639K	Buy	10,424 +1,175	+13%	+$68.4K	﹤0.01%	1505
2023 Q4	$514K	Buy	+9,249	New	+$481K	﹤0.01%	1518

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

Kestra Advisory Services's VOTE Position: Q2 2026 in Review

Kestra Advisory Services increased its TCW Transform 500 ETF (VOTE) stake by 4.7% in Q2 2026, buying an estimated $71.6K and bringing the position to 18,856 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1464.

Kestra Advisory Services first reported a position in VOTE in Q4 2023 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Kestra Advisory Services held 18,856 shares of TCW Transform 500 ETF worth $1.66M as of Q2 2026.
Kestra Advisory Services bought 839 TCW Transform 500 ETF shares in Q2 2026, an estimated $71.6K.
TCW Transform 500 ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1464 holding.
Kestra Advisory Services first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 11 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.