Centerline Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Centerline Wealth 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	$14M	Sell	114,143 -36,023	-24%	-$4.02M	4.4%	6
2026 Q1	$14.7M	Sell	150,166 -336	-0.2%	-$34.2K	5.28%	5
2025 Q4	$14.5M	Buy	150,502 +89,035	+145%	+$8.75M	5.24%	6
2025 Q3	$6M	Sell	61,467 -7,992	-12%	-$743K	2.61%	18
2025 Q2	$6.26M	Buy	69,459 +492	+0.7%	+$38K	3.07%	15
2025 Q1	$4.81M	Buy	68,967 +125	+0.2%	+$9.46K	2.87%	16
2024 Q4	$5M	Buy	+68,842	New	+$5.18M	2.93%	14

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

Centerline Wealth Advisors's PWRD Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its TCW Transform Systems ETF (PWRD) stake by 24% in Q2 2026, selling an estimated $4.02M and leaving 114,143 shares worth $14M. The position accounts for 4.4% of the portfolio, ranked #6.

Centerline Wealth Advisors first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7M in Q1 2026. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Centerline Wealth Advisors held 114,143 shares of TCW Transform Systems ETF worth $14M as of Q2 2026.
Centerline Wealth Advisors sold 36,023 TCW Transform Systems ETF shares in Q2 2026, an estimated $4.02M.
TCW Transform Systems ETF made up 4.4% of Centerline Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Centerline Wealth Advisors first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's TCW Transform Systems ETF position peaked at $14.7M in Q1 2026.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.