SMA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$254K 0.02% 333