Bank of America’s TCW Transform Systems ETF PWRD Stock Holding History

Bank of America’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	$30.8M	Buy	250,629 +160,070	+177%	+$17.9M	﹤0.01%	2116
2026 Q1	$8.85M	Buy	90,559 +54,876	+154%	+$5.59M	﹤0.01%	3062
2025 Q4	$3.43M	Buy	+35,683	New	+$3.5M	﹤0.01%	3673
2024 Q3	–	Sell	-196	Closed	-$13.4K	–	8457
2024 Q2	$13.4K	Buy	+196	New	+$13.5K	﹤0.01%	6836
2023 Q2	–	Sell	-576	Closed	-$28.7K	–	7999
2023 Q1	$28.7K	Buy	+576	New	+$28.3K	﹤0.01%	6654
2022 Q3	–	Sell	-1,241	Closed	-$54K	–	8266
2022 Q2	$54K	Buy	+1,241	New	+$60.4K	﹤0.01%	6802

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America's PWRD Position: Q2 2026 in Review

Bank of America increased its TCW Transform Systems ETF (PWRD) stake by 177% in Q2 2026, buying an estimated $17.9M and bringing the position to 250,629 shares worth $30.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Bank of America first reported a position in PWRD in Q2 2022 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Bank of America held 250,629 shares of TCW Transform Systems ETF worth $30.8M as of Q2 2026.
Bank of America bought 160,070 TCW Transform Systems ETF shares in Q2 2026, an estimated $17.9M.
TCW Transform Systems ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2116 holding.
Bank of America first reported a position in TCW Transform Systems ETF in Q2 2022 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.