BA
PWRD

Bristlecone Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Bristlecone Advisors’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
2025
Q3 		$938K Buy
9,602
+1,165
+14% +$108K 0.08% 132
2025
Q2 		$761K Sell
8,437
-3,639
-30% -$281K 0.06% 138
2025
Q1 		$842K Sell
12,076
-793
-6% -$60K 0.07% 159
2024
Q4 		$934K Buy
12,869
+2,982
+30% +$224K 0.07% 152
2024
Q3 		$731K Buy
9,887
+3,661
+59% +$253K 0.06% 160
2024
Q2 		$425K Buy
6,226
+218
+4% +$15.1K 0.04% 198
2024
Q1 		$411K Buy
6,008
+80
+1% +$4.92K 0.04% 198
2023
Q4 		$336K Buy
5,928
+95
+2% +$5.04K 0.03% 214
2023
Q3 		$299K Hold
5,833
– – 0.03% 209
2023
Q2 		$305K Hold
5,833
– – 0.03% 217
2023
Q1 		$290K Hold
5,833
– – 0.03% 217
2022
Q4 		$276K Buy
+5,833
New +$286K 0.03% 216

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Bristlecone Advisors's PWRD Position: Q3 2025 in Review

Bristlecone Advisors increased its TCW Transform Systems ETF (PWRD) stake by 14% in Q3 2025, buying an estimated $108K and bringing the position to 9,602 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #132.

Bristlecone Advisors first reported a position in PWRD in Q4 2022 and has held it in 12 quarters since. 87 funds tracked by Wall St. Rank hold PWRD as of Q3 2025.

  • Bristlecone Advisors held 9,602 shares of TCW Transform Systems ETF worth $938K as of Q3 2025.
  • Bristlecone Advisors bought 1,165 TCW Transform Systems ETF shares in Q3 2025, an estimated $108K.
  • TCW Transform Systems ETF made up 0.08% of Bristlecone Advisors's portfolio in Q3 2025, its #132 holding.
  • Bristlecone Advisors first reported a position in TCW Transform Systems ETF in Q4 2022 and has held it in 12 quarters since.
  • 87 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.