Cambridge Investment Research Advisors
PWRD

Cambridge Investment Research Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$1.09M Buy
8,905
+1,587
+22% +$177K ﹤0.01% 2066
2026
Q1 		$715K Buy
7,318
+836
+13% +$85.1K ﹤0.01% 2472
2025
Q4 		$623K Sell
6,482
-1,757
-21% -$173K ﹤0.01% 2511
2025
Q3 		$805K Buy
8,239
+3,855
+88% +$358K ﹤0.01% 2230
2025
Q2 		$395K Sell
4,384
-230
-5% -$17.8K ﹤0.01% 2762
2025
Q1 		$322K Sell
4,614
-31
-0.7% -$2.35K ﹤0.01% 2800
2024
Q4 		$337K Sell
4,645
-1,462
-24% -$110K ﹤0.01% 2748
2024
Q3 		$451K Buy
+6,107
New +$422K ﹤0.01% 2491

Other funds holding PWRD

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors's PWRD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its TCW Transform Systems ETF (PWRD) stake by 22% in Q2 2026, buying an estimated $177K and bringing the position to 8,905 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Cambridge Investment Research Advisors first reported a position in PWRD in Q3 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Cambridge Investment Research Advisors held 8,905 shares of TCW Transform Systems ETF worth $1.09M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,587 TCW Transform Systems ETF shares in Q2 2026, an estimated $177K.
  • TCW Transform Systems ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2066 holding.
  • Cambridge Investment Research Advisors first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.