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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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
JP Morgan Chase
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

Sage Mountain Advisors's VOTE Position: Q1 2026 in Review

Sage Mountain Advisors held its TCW Transform 500 ETF (VOTE) position steady in Q1 2026 at 3,691 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #169.

Sage Mountain Advisors first reported a position in VOTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Sage Mountain Advisors held 3,691 shares of TCW Transform 500 ETF worth $282K as of Q1 2026.
  • Sage Mountain Advisors left its TCW Transform 500 ETF share count unchanged in Q1 2026.
  • TCW Transform 500 ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #169 holding.
  • Sage Mountain Advisors first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Sage Mountain Advisors's TCW Transform 500 ETF position peaked at $296K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.