Mission Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

Mission Wealth Management’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	$1.29M	Hold	16,846	–	–	0.03%	283
2025 Q4	$1.35M	Hold	16,846	–	–	0.03%	278
2025 Q3	$1.32M	Buy	16,846 +163	+1%	+$12.3K	0.03%	279
2025 Q2	$1.21M	Hold	16,683	–	–	0.03%	292
2025 Q1	$1.09M	Hold	16,683	–	–	0.03%	281
2024 Q4	$1.15M	Hold	16,683	–	–	0.03%	259
2024 Q3	$1.12M	Hold	16,683	–	–	0.03%	267
2024 Q2	$1.06M	Hold	16,683	–	–	0.03%	254
2024 Q1	$1.02M	Hold	16,683	–	–	0.03%	290
2023 Q4	$928K	Hold	16,683	–	–	0.03%	252
2023 Q3	$832K	Buy	+16,683	New	+$864K	0.03%	252
2022 Q2	–	Sell	-3,791	Closed	-$201K	–	562
2022 Q1	$201K	Buy	+3,791	New	+$198K	0.01%	502

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

Mission Wealth Management's VOTE Position: Q1 2026 in Review

Mission Wealth Management held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 16,846 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #283.

Mission Wealth Management first reported a position in VOTE in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.35M in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Mission Wealth Management held 16,846 shares of TCW Transform 500 ETF worth $1.29M as of Q1 2026.
Mission Wealth Management left its TCW Transform 500 ETF share count unchanged in Q1 2026.
TCW Transform 500 ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #283 holding.
Mission Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 12 quarters since.
Mission Wealth Management's TCW Transform 500 ETF position peaked at $1.35M in Q4 2025.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.