REDW Wealth’s TCW Transform Supply Chain ETF SUPP Stock Holding History

REDW Wealth’s Portfolio SUPP Stock Details SUPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,727	Closed	-$252K	–	115
2025 Q2	$252K	Sell	3,727 -534	-13%	-$32.7K	0.1%	91
2025 Q1	$246K	Buy	4,261 +348	+9%	+$21.9K	0.09%	92
2024 Q4	$246K	Sell	3,913 -1,966	-33%	-$131K	0.09%	92
2024 Q3	$386K	Buy	5,879 +2,279	+63%	+$147K	0.1%	110
2024 Q2	$233K	Buy	+3,600	New	+$231K	0.06%	145

Other funds holding SUPP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

MEG

Millstone Evans Group Boulder, Colorado $167M AUM 24.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

REDW Wealth's SUPP Position: Q3 2025 in Review

REDW Wealth sold out of TCW Transform Supply Chain ETF (SUPP) in Q3 2025, closing a stake of 3,727 shares — an estimated $252K sold.

REDW Wealth first reported a position in SUPP in Q2 2024 and held it in 5 quarters. The position peaked at $386K in Q3 2024. 7 funds tracked by Wall St. Rank hold SUPP as of Q3 2025.

REDW Wealth reported no remaining TCW Transform Supply Chain ETF position as of Q3 2025 after selling out during the quarter.
REDW Wealth sold 3,727 TCW Transform Supply Chain ETF shares in Q3 2025, an estimated $252K.
REDW Wealth first reported a position in TCW Transform Supply Chain ETF in Q2 2024 and held it in 5 quarters.
REDW Wealth's TCW Transform Supply Chain ETF position peaked at $386K in Q3 2024.
7 funds tracked by Wall St. Rank held TCW Transform Supply Chain ETF as of Q3 2025.

Based on REDW Wealth's 13F filing for Q3 2025, filed 31 Oct 2025.