Atria Investments
PWRD icon

Atria Investments’s TCW Transform Systems ETF PWRD Stock Holding History

Atria Investments’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 		$381K Buy
3,097
+485
+19% +$54.1K ﹤0.01% 1685
2026
Q1 		$255K Buy
2,612
+11
+0.4% +$1.12K ﹤0.01% 1852
2025
Q4 		$250K Buy
+2,601
New +$255K ﹤0.01% 1852

Other funds holding PWRD

Dynasty Wealth Management
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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Quotient Wealth Partners
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

Atria Investments's PWRD Position: Q2 2026 in Review

Atria Investments increased its TCW Transform Systems ETF (PWRD) stake by 19% in Q2 2026, buying an estimated $54.1K and bringing the position to 3,097 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Atria Investments first reported a position in PWRD in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Atria Investments held 3,097 shares of TCW Transform Systems ETF worth $381K as of Q2 2026.
  • Atria Investments bought 485 TCW Transform Systems ETF shares in Q2 2026, an estimated $54.1K.
  • TCW Transform Systems ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1685 holding.
  • Atria Investments first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.