CA
PWRD

CoreCap Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

CoreCap 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 		$123 Hold
1
– – ﹤0.01% 3058
2026
Q1 		$98 Hold
1
– – ﹤0.01% 2837
2025
Q4 		$96 Sell
1
-141
-99% -$13.8K ﹤0.01% 2875
2025
Q3 		$13.9K Buy
+142
New +$13.2K ﹤0.01% 1800

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

CoreCap Advisors's PWRD Position: Q2 2026 in Review

CoreCap Advisors held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 1 share worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #3058.

CoreCap Advisors first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.9K in Q3 2025. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • CoreCap Advisors held 1 share of TCW Transform Systems ETF worth $123 as of Q2 2026.
  • CoreCap Advisors left its TCW Transform Systems ETF share count unchanged in Q2 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3058 holding.
  • CoreCap Advisors first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • CoreCap Advisors's TCW Transform Systems ETF position peaked at $13.9K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.