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 Q2	$1.47M	Sell	16,636 -210	-1%	-$17.9K	0.02%	371
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 $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

Mission Wealth Management's VOTE Position: Q2 2026 in Review

Mission Wealth Management reduced its TCW Transform 500 ETF (VOTE) stake by 1.2% in Q2 2026, selling an estimated $17.9K and leaving 16,636 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #371.

Mission Wealth Management first reported a position in VOTE in Q1 2022 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Mission Wealth Management held 16,636 shares of TCW Transform 500 ETF worth $1.47M as of Q2 2026.
Mission Wealth Management sold 210 TCW Transform 500 ETF shares in Q2 2026, an estimated $17.9K.
TCW Transform 500 ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #371 holding.
Mission Wealth Management first reported a position in TCW Transform 500 ETF in Q1 2022 and has held it in 13 quarters since.
112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.