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
Q2 		$4.46M Buy
36,280
+3,945
+12% +$440K 2.07% 16
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cassady Wealth & Retirement Planning's PWRD Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its TCW Transform Systems ETF (PWRD) stake by 12% in Q2 2026, buying an estimated $440K and bringing the position to 36,280 shares worth $4.46M. The position accounts for 2.07% of the portfolio, ranked #16.

Cassady Wealth & Retirement Planning first reported a position in PWRD in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 36,280 shares of TCW Transform Systems ETF worth $4.46M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 3,945 TCW Transform Systems ETF shares in Q2 2026, an estimated $440K.
  • TCW Transform Systems ETF made up 2.07% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #16 holding.
  • Cassady Wealth & Retirement Planning first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.