CPA
PWRD

Clear Point Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-77
Closed -$5.69K – 567
2024
Q3 		$5.69K Hold
77
– – ﹤0.01% 383
2024
Q2 		$5.25K Buy
77
+75
+3,750% +$5.18K ﹤0.01% 381
2024
Q1 		$137 Buy
+2
New +$123 ﹤0.01% 539

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Clear Point Advisors's PWRD Position: Q4 2024 in Review

Clear Point Advisors sold out of TCW Transform Systems ETF (PWRD) in Q4 2024, closing a stake of 77 shares — an estimated $5.69K sold.

Clear Point Advisors first reported a position in PWRD in Q1 2024 and held it in 3 quarters. The position peaked at $5.69K in Q3 2024. 50 funds tracked by Wall St. Rank hold PWRD as of Q4 2024.

  • Clear Point Advisors reported no remaining TCW Transform Systems ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 77 TCW Transform Systems ETF shares in Q4 2024, an estimated $5.69K.
  • Clear Point Advisors first reported a position in TCW Transform Systems ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's TCW Transform Systems ETF position peaked at $5.69K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.