Blue Trust Inc
PWRD icon

Blue Trust Inc’s TCW Transform Systems ETF PWRD Stock Holding History

Blue Trust Inc’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
Q3 		$11.3K Hold
107
– – ﹤0.01% 1670
2026
Q2 		$13.2K Hold
107
– – ﹤0.01% 1785
2026
Q1 		$10.5K Hold
107
– – ﹤0.01% 1827
2025
Q4 		$10.3K Buy
+107
New +$10.5K ﹤0.01% 1847

Other funds holding PWRD

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Blue Trust Inc's PWRD Position: Q3 2026 in Review

Blue Trust Inc held its TCW Transform Systems ETF (PWRD) position steady in Q3 2026 at 107 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Blue Trust Inc first reported a position in PWRD in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.2K in Q2 2026. 13 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Blue Trust Inc held 107 shares of TCW Transform Systems ETF worth $11.3K as of Q3 2026.
  • Blue Trust Inc left its TCW Transform Systems ETF share count unchanged in Q3 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1670 holding.
  • Blue Trust Inc first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 4 quarters since.
  • Blue Trust Inc's TCW Transform Systems ETF position peaked at $13.2K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.