VOTE β€” TCW ETF TRUST

Ownership history in AE Wealth Management LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in TCW ETF TRUST (VOTE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

AE Wealth Management LLC Γ— VOTE AI Analytics

πŸ“ˆ AE Wealth Management LLC outperformed the S&P 500 by +1.7% annually on this VOTE position. Average cost basis: $64.86. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+1.7%
annualised excess return

βœ… Outperformed SPY on this position by 1.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$64.86
+20.7% vs current ($78.28)

Best entry: $64.86 (2025 Q1)  Β·  Worst: $64.86 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VOTE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 30 β€” 0% 0.00% $2K $78.28
2025 Q2 UNCHANGED 30 β€” 0% 0.00% $2K $72.34
2025 Q1 INITIATED 30 β€” β€” 0.00% $2K $64.86

🏒 Other funds also holding VOTE

As of 2025 Q4 β€” sorted by position size

Angeles Investment Advisors, LLC 3Y 7Y 4.29% Values Added Financial LLC 2.93% Stark Wealth Management LLC 1.05% Litman Gregory Wealth Management LLC 3Y 7Y 1.03% Phoenix Wealth Advisors 3Y 1.01% Tolleson Wealth Management, Inc. 3Y 0.78% Sage Advisory Services, Ltd.Co. 3Y 7Y 0.46% Ethic Inc. 3Y 0.45% Gateway Wealth Partners, LLC 3Y 0.44% Breakwater Investment Management 0.33%
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