Becker Capital Management’s TCW Transform Systems ETF PWRD Stock Holding History

Becker Capital Management’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	$910K	Hold	7,400	–	–	0.02%	183
2026 Q1	$723K	Sell	7,400 -576	-7%	-$58.7K	0.02%	196
2025 Q4	$767K	Hold	7,976	–	–	0.02%	200
2025 Q3	$779K	Hold	7,976	–	–	0.02%	195
2025 Q2	$719K	Sell	7,976 -850	-10%	-$65.6K	0.02%	197
2025 Q1	$616K	Sell	8,826 -1,280	-13%	-$96.8K	0.02%	200
2024 Q4	$733K	Buy	10,106 +360	+4%	+$27.1K	0.02%	186
2024 Q3	$721K	Hold	9,746	–	–	0.02%	188
2024 Q2	$665K	Hold	9,746	–	–	0.02%	185
2024 Q1	$667K	Hold	9,746	–	–	0.02%	185
2023 Q4	$553K	Hold	9,746	–	–	0.02%	192
2023 Q3	$499K	Hold	9,746	–	–	0.02%	191
2023 Q2	$510K	Hold	9,746	–	–	0.02%	206
2023 Q1	$485K	Buy	+9,746	New	+$480K	0.02%	194

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Becker Capital Management's PWRD Position: Q2 2026 in Review

Becker Capital Management held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 7,400 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #183.

Becker Capital Management first reported a position in PWRD in Q1 2023 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Becker Capital Management held 7,400 shares of TCW Transform Systems ETF worth $910K as of Q2 2026.
Becker Capital Management left its TCW Transform Systems ETF share count unchanged in Q2 2026.
TCW Transform Systems ETF made up 0.02% of Becker Capital Management's portfolio in Q2 2026, its #183 holding.
Becker Capital Management first reported a position in TCW Transform Systems ETF in Q1 2023 and has held it in 14 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.