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Phoenix Wealth Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Phoenix Wealth Advisors’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 		$1.41M Sell
16,024
-297
-2% -$25.3K 0.48% 44
2026
Q1 		$1.25M Sell
16,321
-16,356
-50% -$1.31M 0.49% 46
2025
Q4 		$2.62M Sell
32,677
-147
-0.4% -$11.7K 1.01% 26
2025
Q3 		$2.58M Sell
32,824
-1,097
-3% -$82.8K 0.99% 26
2025
Q2 		$2.47M Sell
33,921
-26,888
-44% -$1.81M 1.03% 32
2025
Q1 		$3.98M Sell
60,809
-2,150
-3% -$148K 1.73% 14
2024
Q4 		$4.33M Buy
62,959
+12,275
+24% +$848K 1.88% 10
2024
Q3 		$3.4M Sell
50,684
-1,899
-4% -$123K 1.58% 16
2024
Q2 		$3.34M Sell
52,583
-1,133
-2% -$69.4K 1.68% 15
2024
Q1 		$3.29M Sell
53,716
-669
-1% -$39K 2% 16
2023
Q4 		$3M Buy
54,385
+23,917
+78% +$1.24M 2.09% 17
2023
Q3 		$1.52M Sell
30,468
-357
-1% -$18.5K 0.89% 32
2023
Q2 		$1.59M Sell
30,825
-649
-2% -$31.7K 0.93% 31
2023
Q1 		$1.5M Buy
31,474
+594
+2% +$27.5K 0.93% 28
2022
Q4 		$1.37M Sell
30,880
-3,045
-9% -$136K 0.82% 32
2022
Q3 		$1.41M Sell
33,925
-1,548
-4% -$71.5K 1.41% 27
2022
Q2 		$1.55M Buy
35,473
+316
+0.9% +$15.1K 1.53% 25
2022
Q1 		$1.83M Buy
35,157
+6,022
+21% +$314K 1.9% 20
2021
Q4 		$1.63M Buy
29,135
+28,835
+9,612% +$1.57M 1.23% 28
2021
Q3 		$15K Buy
+300
New +$15.7K 0.01% 285

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Phoenix Wealth Advisors's VOTE Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 1.8% in Q2 2026, selling an estimated $25.3K and leaving 16,024 shares worth $1.41M. The position accounts for 0.48% of the portfolio, ranked #44.

Phoenix Wealth Advisors first reported a position in VOTE in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.33M in Q4 2024. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Phoenix Wealth Advisors held 16,024 shares of TCW Transform 500 ETF worth $1.41M as of Q2 2026.
  • Phoenix Wealth Advisors sold 297 TCW Transform 500 ETF shares in Q2 2026, an estimated $25.3K.
  • TCW Transform 500 ETF made up 0.48% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Phoenix Wealth Advisors first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • Phoenix Wealth Advisors's TCW Transform 500 ETF position peaked at $4.33M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.