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Valeo Financial Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Valeo Financial 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
Q3 		$761K Hold
8,451
– – 0.02% 356
2026
Q2 		$745K Hold
8,451
– – 0.02% 353
2026
Q1 		$645K Hold
8,451
– – 0.02% 352
2025
Q4 		$678K Hold
8,451
– – 0.02% 388
2025
Q3 		$663K Sell
8,451
-1,305
-13% -$98.5K 0.02% 398
2025
Q2 		$710K Hold
9,756
– – 0.02% 372
2025
Q1 		$638K Sell
9,756
-499
-5% -$34.5K 0.02% 347
2024
Q4 		$705K Hold
10,255
– – 0.02% 332
2024
Q3 		$687K Hold
10,255
– – 0.02% 335
2024
Q2 		$652K Sell
10,255
-93
-0.9% -$5.69K 0.02% 316
2024
Q1 		$612K Buy
10,348
+1,271
+14% +$74K 0.02% 318
2023
Q4 		$505K Buy
9,077
+1,842
+25% +$95.8K 0.02% 362
2023
Q3 		$361K Hold
7,235
– – 0.02% 410
2023
Q2 		$373K Hold
7,235
– – 0.02% 378
2023
Q1 		$344K Buy
+7,235
New +$335K 0.02% 407

Other funds holding VOTE

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Valeo Financial Advisors's VOTE Position: Q3 2026 in Review

Valeo Financial Advisors held its TCW Transform 500 ETF (VOTE) position steady in Q3 2026 at 8,451 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #356.

Valeo Financial Advisors first reported a position in VOTE in Q1 2023 and has held it in 15 quarters since. 3 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

  • Valeo Financial Advisors held 8,451 shares of TCW Transform 500 ETF worth $761K as of Q3 2026.
  • Valeo Financial Advisors left its TCW Transform 500 ETF share count unchanged in Q3 2026.
  • TCW Transform 500 ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #356 holding.
  • Valeo Financial Advisors first reported a position in TCW Transform 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • 3 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.