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
Q1 		$2.23M Buy
+22,853
New +$2.33M 0.17% 153

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

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

Arete Wealth Advisors opened a new position in TCW Transform Systems ETF (PWRD) in Q1 2026: 22,853 shares worth $2.23M. The stake represents 0.17% of the portfolio and ranks #153 among its holdings.

124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Arete Wealth Advisors held 22,853 shares of TCW Transform Systems ETF worth $2.23M as of Q1 2026.
  • TCW Transform Systems ETF was a new Arete Wealth Advisors position in Q1 2026.
  • TCW Transform Systems ETF made up 0.17% of Arete Wealth Advisors's portfolio in Q1 2026, its #153 holding.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.