AWA
PWRD

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

Amplius 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
Q2 		$211K Buy
+1,717
New +$192K 0.02% 203

Other funds holding PWRD

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Amplius Wealth Advisors's PWRD Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 1,717 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings.

40 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Amplius Wealth Advisors held 1,717 shares of TCW Transform Systems ETF worth $211K as of Q2 2026.
  • TCW Transform Systems ETF was a new Amplius Wealth Advisors position in Q2 2026.
  • TCW Transform Systems ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #203 holding.
  • 40 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.