Phoenix Wealth Advisors
VOTE icon

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
Q3 		$1.41M Sell
15,672
-352
-2% -$31.5K 0.43% 45
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 		$1.84M 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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Dorsey & Whitney Trust
Dorsey & Whitney Trust Sioux Falls, South Dakota $2.23B AUM 24.39% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Phoenix Wealth Advisors's VOTE Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 2.2% in Q3 2026, selling an estimated $31.5K and leaving 15,672 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #45.

Phoenix Wealth Advisors first reported a position in VOTE in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.33M in Q4 2024. 96 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Phoenix Wealth Advisors held 15,672 shares of TCW Transform 500 ETF worth $1.41M as of Q3 2026.
  • Phoenix Wealth Advisors sold 352 TCW Transform 500 ETF shares in Q3 2026, an estimated $31.5K.
  • TCW Transform 500 ETF made up 0.43% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • Phoenix Wealth Advisors first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's TCW Transform 500 ETF position peaked at $4.33M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.