3EDGE Asset Management’s TCW Transform Systems ETF PWRD Stock Holding History

3EDGE Asset Management’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	88,074 +59,851	+212%	+$6.68M	0.48%	30
2026 Q1	$2.76M	Buy	28,223 +5,122	+22%	+$522K	0.13%	47
2025 Q4	$2.22M	Sell	23,101 -191	-0.8%	-$18.8K	0.12%	59
2025 Q3	$2.28M	Sell	23,292 -678	-3%	-$63K	0.13%	57
2025 Q2	$2.16M	Sell	23,970 -3,324	-12%	-$257K	0.13%	54
2025 Q1	$1.9M	Sell	27,294 -33,176	-55%	-$2.51M	0.13%	51
2024 Q4	$4.39M	Sell	60,470 -8,344	-12%	-$627K	0.27%	32
2024 Q3	$5.09M	Buy	68,814 +26,905	+64%	+$1.86M	0.36%	18
2024 Q2	$2.86M	Sell	41,909 -15,851	-27%	-$1.1M	0.22%	26
2024 Q1	$3.95M	Buy	57,760 +36,126	+167%	+$2.22M	0.31%	21
2023 Q4	$1.23M	Sell	21,634 -2,489	-10%	-$132K	0.1%	34
2023 Q3	$1.21M	Buy	24,123 +9,915	+70%	+$521K	0.09%	26
2023 Q2	$744K	Buy	14,208 +8,610	+154%	+$427K	0.06%	28
2023 Q1	$279K	Buy	+5,598	New	+$276K	0.02%	43

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3EDGE Asset Management's PWRD Position: Q2 2026 in Review

3EDGE Asset Management increased its TCW Transform Systems ETF (PWRD) stake by 212% in Q2 2026, buying an estimated $6.68M and bringing the position to 88,074 shares worth $10.8M. The position accounts for 0.48% of the portfolio, ranked #30.

3EDGE Asset Management first reported a position in PWRD in Q1 2023 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

3EDGE Asset Management held 88,074 shares of TCW Transform Systems ETF worth $10.8M as of Q2 2026.
3EDGE Asset Management bought 59,851 TCW Transform Systems ETF shares in Q2 2026, an estimated $6.68M.
TCW Transform Systems ETF made up 0.48% of 3EDGE Asset Management's portfolio in Q2 2026, its #30 holding.
3EDGE Asset Management first reported a position in TCW Transform Systems ETF in Q1 2023 and has held it in 14 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on 3EDGE Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.