Commonwealth Equity Services
PWRD

Commonwealth Equity Services’s TCW Transform Systems ETF PWRD Stock Holding History

Commonwealth Equity Services’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 		$5.29M Buy
54,147
+24,849
+85% +$2.53M 0.01% 1283
2025
Q4 		$2.82M Buy
29,298
+22,079
+306% +$2.17M ﹤0.01% 1724
2025
Q3 		$705K Buy
7,219
+4,822
+201% +$448K ﹤0.01% 2890
2025
Q2 		$216K Buy
+2,397
New +$185K ﹤0.01% 3866

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

Commonwealth Equity Services's PWRD Position: Q1 2026 in Review

Commonwealth Equity Services increased its TCW Transform Systems ETF (PWRD) stake by 85% in Q1 2026, buying an estimated $2.53M and bringing the position to 54,147 shares worth $5.29M. The position accounts for 0.01% of the portfolio, ranked #1283.

Commonwealth Equity Services first reported a position in PWRD in Q2 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Commonwealth Equity Services held 54,147 shares of TCW Transform Systems ETF worth $5.29M as of Q1 2026.
  • Commonwealth Equity Services bought 24,849 TCW Transform Systems ETF shares in Q1 2026, an estimated $2.53M.
  • TCW Transform Systems ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1283 holding.
  • Commonwealth Equity Services first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.