CWRP
PWRD

Cassady Wealth & Retirement Planning’s TCW Transform Systems ETF PWRD Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.65M Buy
32,335
+8,270
+34% +$842K 1.89% 14
2025
Q4 		$2.31M Buy
+24,065
New +$2.36M 1.51% 27

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

Cassady Wealth & Retirement Planning's PWRD Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its TCW Transform Systems ETF (PWRD) stake by 34% in Q1 2026, buying an estimated $842K and bringing the position to 32,335 shares worth $3.65M. The position accounts for 1.89% of the portfolio, ranked #14.

Cassady Wealth & Retirement Planning 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.

  • Cassady Wealth & Retirement Planning held 32,335 shares of TCW Transform Systems ETF worth $3.65M as of Q1 2026.
  • Cassady Wealth & Retirement Planning bought 8,270 TCW Transform Systems ETF shares in Q1 2026, an estimated $842K.
  • TCW Transform Systems ETF made up 1.89% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #14 holding.
  • Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.