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Twin Peaks Wealth Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Twin Peaks 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
2025
Q3 		– Sell
-92
Closed -$6.96K – 2075
2025
Q2 		$6.96K Buy
+92
New +$6.18K ﹤0.01% 1123

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 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
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Twin Peaks Wealth Advisors's VOTE Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of TCW Transform 500 ETF (VOTE) in Q3 2025, closing a stake of 92 shares — an estimated $6.96K sold.

Twin Peaks Wealth Advisors first reported a position in VOTE in Q2 2025 and held it in 1 quarter. The position peaked at $6.96K in Q2 2025. 93 funds tracked by Wall St. Rank hold VOTE as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining TCW Transform 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 92 TCW Transform 500 ETF shares in Q3 2025, an estimated $6.96K.
  • Twin Peaks Wealth Advisors first reported a position in TCW Transform 500 ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's TCW Transform 500 ETF position peaked at $6.96K in Q2 2025.
  • 93 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.