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 Q3	$1.7M	Sell	18,837 -19	-0.1%	-$1.7K	﹤0.01%	1573
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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Fairman Group Chesterbrook, Pennsylvania $140M AUM 10.49% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

St Louis Trust Saint Louis, Missouri $960M AUM 18.88% 1-Year Est. Return

Kestra Advisory Services's VOTE Position: Q3 2026 in Review

Kestra Advisory Services reduced its TCW Transform 500 ETF (VOTE) stake by 0.1% in Q3 2026, selling an estimated $1.7K and leaving 18,837 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Kestra Advisory Services first reported a position in VOTE in Q4 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

Kestra Advisory Services held 18,837 shares of TCW Transform 500 ETF worth $1.7M as of Q3 2026.
Kestra Advisory Services sold 19 TCW Transform 500 ETF shares in Q3 2026, an estimated $1.7K.
TCW Transform 500 ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1573 holding.
Kestra Advisory Services first reported a position in TCW Transform 500 ETF in Q4 2023 and has held it in 12 quarters since.
46 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.