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 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 $52.8B AUM 15.34% 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

AIA

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

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

DWT

Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Kestra Advisory Services's VOTE Position: Q1 2026 in Review

Kestra Advisory Services increased its TCW Transform 500 ETF (VOTE) stake by 0.46% in Q1 2026, buying an estimated $6.63K and bringing the position to 18,017 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1519.

Kestra Advisory Services first reported a position in VOTE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Kestra Advisory Services held 18,017 shares of TCW Transform 500 ETF worth $1.37M as of Q1 2026.
Kestra Advisory Services bought 83 TCW Transform 500 ETF shares in Q1 2026, an estimated $6.63K.
TCW Transform 500 ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1519 holding.
Kestra Advisory Services first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 10 quarters since.
Kestra Advisory Services's TCW Transform 500 ETF position peaked at $1.44M in Q4 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.