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 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 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

Phoenix Wealth Advisors's VOTE Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its TCW Transform 500 ETF (VOTE) stake by 50% in Q1 2026, selling an estimated $1.31M and leaving 16,321 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #46.

Phoenix Wealth Advisors first reported a position in VOTE in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.33M in Q4 2024. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

Phoenix Wealth Advisors held 16,321 shares of TCW Transform 500 ETF worth $1.25M as of Q1 2026.
Phoenix Wealth Advisors sold 16,356 TCW Transform 500 ETF shares in Q1 2026, an estimated $1.31M.
TCW Transform 500 ETF made up 0.49% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Phoenix Wealth Advisors first reported a position in TCW Transform 500 ETF in Q3 2021 and has held it in 19 quarters since.
Phoenix Wealth Advisors's TCW Transform 500 ETF position peaked at $4.33M in Q4 2024.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.