Phoenix Wealth Advisors Grows Stake in TCW Transform 500 ETF (BATS:VOTE)

Phoenix Wealth Advisors boosted its position in TCW Transform 500 ETF (BATS:VOTE) by 24.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 62,959 shares of the company’s stock after buying an additional 12,275 shares during the quarter. TCW Transform 500 ETF comprises approximately 1.9% of Phoenix Wealth Advisors’ investment portfolio, making the stock its 10th largest position. Phoenix Wealth Advisors’ holdings in TCW Transform 500 ETF were worth $4,331,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Thrivent Financial for Lutherans increased its holdings in shares of TCW Transform 500 ETF by 9.3% during the third quarter. Thrivent Financial for Lutherans now owns 794,765 shares of the company’s stock valued at $53,281,000 after acquiring an additional 67,742 shares in the last quarter. Orion Portfolio Solutions LLC grew its position in TCW Transform 500 ETF by 543.7% during the 3rd quarter. Orion Portfolio Solutions LLC now owns 66,574 shares of the company’s stock valued at $4,463,000 after purchasing an additional 56,231 shares during the last quarter. PNC Financial Services Group Inc. increased its stake in TCW Transform 500 ETF by 7.6% during the 3rd quarter. PNC Financial Services Group Inc. now owns 743,107 shares of the company’s stock valued at $49,818,000 after purchasing an additional 52,430 shares in the last quarter. Aspiriant LLC raised its holdings in TCW Transform 500 ETF by 213.2% in the third quarter. Aspiriant LLC now owns 60,493 shares of the company’s stock worth $4,055,000 after buying an additional 41,177 shares during the last quarter. Finally, Litman Gregory Wealth Management LLC lifted its stake in shares of TCW Transform 500 ETF by 8.6% in the third quarter. Litman Gregory Wealth Management LLC now owns 189,262 shares of the company’s stock worth $12,688,000 after buying an additional 14,912 shares in the last quarter.

TCW Transform 500 ETF Trading Up 1.0 %

BATS:VOTE opened at $70.91 on Wednesday. The stock has a market capitalization of $697.74 million, a PE ratio of 26.21 and a beta of 1.01. The firm’s 50 day moving average price is $69.98 and its 200 day moving average price is $67.24.

TCW Transform 500 ETF Company Profile

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.