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 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 $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Becker Capital Management's PWRD Position: Q1 2026 in Review

Becker Capital Management reduced its TCW Transform Systems ETF (PWRD) stake by 7.2% in Q1 2026, selling an estimated $58.7K and leaving 7,400 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #196.

Becker Capital Management first reported a position in PWRD in Q1 2023 and has held it in 13 quarters since. The position peaked at $779K in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Becker Capital Management held 7,400 shares of TCW Transform Systems ETF worth $723K as of Q1 2026.
Becker Capital Management sold 576 TCW Transform Systems ETF shares in Q1 2026, an estimated $58.7K.
TCW Transform Systems ETF made up 0.02% of Becker Capital Management's portfolio in Q1 2026, its #196 holding.
Becker Capital Management first reported a position in TCW Transform Systems ETF in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's TCW Transform Systems ETF position peaked at $779K in Q3 2025.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.