Bank of America
PWRD

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
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 $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 $858M AUM 20.52% 1-Year Est. Return

Bank of America's PWRD Position: Q1 2026 in Review

Bank of America increased its TCW Transform Systems ETF (PWRD) stake by 154% in Q1 2026, buying an estimated $5.59M and bringing the position to 90,559 shares worth $8.85M. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Bank of America first reported a position in PWRD in Q2 2022 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Bank of America held 90,559 shares of TCW Transform Systems ETF worth $8.85M as of Q1 2026.
  • Bank of America bought 54,876 TCW Transform Systems ETF shares in Q1 2026, an estimated $5.59M.
  • TCW Transform Systems ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3062 holding.
  • Bank of America first reported a position in TCW Transform Systems ETF in Q2 2022 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.