Sage Mountain Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Sage Mountain 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	$325K	Hold	3,691	–	–	0.02%	176
2026 Q1	$282K	Hold	3,691	–	–	0.02%	169
2025 Q4	$296K	Hold	3,691	–	–	0.02%	392
2025 Q3	$290K	Hold	3,691	–	–	0.02%	376
2025 Q2	$268K	Hold	3,691	–	–	0.02%	354
2025 Q1	$241K	Hold	3,691	–	–	0.02%	340
2024 Q4	$254K	Buy	+3,691	New	+$255K	0.02%	333

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

Sage Mountain Advisors's VOTE Position: Q2 2026 in Review

Sage Mountain Advisors held its TCW Transform 500 ETF (VOTE) position steady in Q2 2026 at 3,691 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #176.

Sage Mountain Advisors first reported a position in VOTE in Q4 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

Sage Mountain Advisors held 3,691 shares of TCW Transform 500 ETF worth $325K as of Q2 2026.
Sage Mountain Advisors left its TCW Transform 500 ETF share count unchanged in Q2 2026.
TCW Transform 500 ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #176 holding.
Sage Mountain Advisors first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.