BAM
PWRD

Bellevue Asset Management’s TCW Transform Systems ETF PWRD Stock Holding History

Bellevue Asset 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 		$2.12M Buy
21,672
+340
+2% +$34.6K 1.06% 20
2025
Q4 		$2.05M Buy
21,332
+489
+2% +$48K 0.66% 21
2025
Q3 		$2.04M Sell
20,843
-3,925
-16% -$365K 0.94% 20
2025
Q2 		$2.23M Sell
24,768
-43
-0.2% -$3.32K 1.09% 18
2025
Q1 		$1.73M Buy
24,811
+3,893
+19% +$294K 0.94% 19
2024
Q4 		$1.52M Buy
20,918
+127
+0.6% +$9.55K 0.78% 18
2024
Q3 		$1.54M Sell
20,791
-79
-0.4% -$5.46K 0.79% 18
2024
Q2 		$1.42M Sell
20,870
-251
-1% -$17.3K 0.79% 17
2024
Q1 		$1.45M Buy
21,121
+1,988
+10% +$122K 0.82% 16
2023
Q4 		$1.09M Buy
+19,133
New +$1.02M 0.96% 24

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 $723M AUM 16.35% 1-Year Est. Return

Bellevue Asset Management's PWRD Position: Q1 2026 in Review

Bellevue Asset Management increased its TCW Transform Systems ETF (PWRD) stake by 1.6% in Q1 2026, buying an estimated $34.6K and bringing the position to 21,672 shares worth $2.12M. The position accounts for 1.06% of the portfolio, ranked #20.

Bellevue Asset Management first reported a position in PWRD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q2 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Bellevue Asset Management held 21,672 shares of TCW Transform Systems ETF worth $2.12M as of Q1 2026.
  • Bellevue Asset Management bought 340 TCW Transform Systems ETF shares in Q1 2026, an estimated $34.6K.
  • TCW Transform Systems ETF made up 1.06% of Bellevue Asset Management's portfolio in Q1 2026, its #20 holding.
  • Bellevue Asset Management first reported a position in TCW Transform Systems ETF in Q4 2023 and has held it in 10 quarters since.
  • Bellevue Asset Management's TCW Transform Systems ETF position peaked at $2.23M in Q2 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.