BAG
PWRD

Bridgewealth Advisory Group’s TCW Transform Systems ETF PWRD Stock Holding History

Bridgewealth Advisory Group’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 		$3.04M Buy
31,077
+11,479
+59% +$1.17M 0.63% 30
2025
Q4 		$1.88M Buy
+19,598
New +$1.92M 0.42% 39

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

Bridgewealth Advisory Group's PWRD Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its TCW Transform Systems ETF (PWRD) stake by 59% in Q1 2026, buying an estimated $1.17M and bringing the position to 31,077 shares worth $3.04M. The position accounts for 0.63% of the portfolio, ranked #30.

Bridgewealth Advisory Group first reported a position in PWRD in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Bridgewealth Advisory Group held 31,077 shares of TCW Transform Systems ETF worth $3.04M as of Q1 2026.
  • Bridgewealth Advisory Group bought 11,479 TCW Transform Systems ETF shares in Q1 2026, an estimated $1.17M.
  • TCW Transform Systems ETF made up 0.63% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #30 holding.
  • Bridgewealth Advisory Group first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.