AWA
PWRD

Adapt Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Adapt Wealth Advisors’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
Q1 		$5.59M Buy
57,226
+1,149
+2% +$117K 2.03% 12
2025
Q4 		$5.39M Buy
56,077
+4,684
+9% +$460K 1.86% 13
2025
Q3 		$5.02M Buy
+51,393
New +$4.78M 1.86% 14

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Adapt Wealth Advisors's PWRD Position: Q1 2026 in Review

Adapt Wealth Advisors increased its TCW Transform Systems ETF (PWRD) stake by 2% in Q1 2026, buying an estimated $117K and bringing the position to 57,226 shares worth $5.59M. The position accounts for 2.03% of the portfolio, ranked #12.

Adapt Wealth Advisors first reported a position in PWRD in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Adapt Wealth Advisors held 57,226 shares of TCW Transform Systems ETF worth $5.59M as of Q1 2026.
  • Adapt Wealth Advisors bought 1,149 TCW Transform Systems ETF shares in Q1 2026, an estimated $117K.
  • TCW Transform Systems ETF made up 2.03% of Adapt Wealth Advisors's portfolio in Q1 2026, its #12 holding.
  • Adapt Wealth Advisors first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.