CWA
PWRD

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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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. 17 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.
  • 17 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.