Cascade Financial Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Cascade Financial Partners’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	$221K	Buy	+1,794	New	+$200K	0.02%	260

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Financial Partners's PWRD Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 1,794 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings.

143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Cascade Financial Partners held 1,794 shares of TCW Transform Systems ETF worth $221K as of Q2 2026.
TCW Transform Systems ETF was a new Cascade Financial Partners position in Q2 2026.
TCW Transform Systems ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #260 holding.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.