AWA
PWRD

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

Arete 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 		$2.82M Buy
22,952
+99
+0.4% +$11.1K 0.19% 130
2026
Q1 		$2.23M Buy
+22,853
New +$2.33M 0.17% 153

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Arete Wealth Advisors increased its TCW Transform Systems ETF (PWRD) stake by 0.43% in Q2 2026, buying an estimated $11.1K and bringing the position to 22,952 shares worth $2.82M. The position accounts for 0.19% of the portfolio, ranked #130.

Arete Wealth Advisors first reported a position in PWRD in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Arete Wealth Advisors held 22,952 shares of TCW Transform Systems ETF worth $2.82M as of Q2 2026.
  • Arete Wealth Advisors bought 99 TCW Transform Systems ETF shares in Q2 2026, an estimated $11.1K.
  • TCW Transform Systems ETF made up 0.19% of Arete Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Arete Wealth Advisors first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.