CoreCap Advisors
PWRD icon

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
Q3 		– Sell
-1
Closed -$123 – 3404
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

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

CoreCap Advisors's PWRD Position: Q3 2026 in Review

CoreCap Advisors sold out of TCW Transform Systems ETF (PWRD) in Q3 2026, closing a stake of 1 share — an estimated $123 sold.

CoreCap Advisors first reported a position in PWRD in Q3 2025 and held it in 4 quarters. The position peaked at $13.9K in Q3 2025. 34 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • CoreCap Advisors reported no remaining TCW Transform Systems ETF position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 1 TCW Transform Systems ETF share in Q3 2026, an estimated $123.
  • CoreCap Advisors first reported a position in TCW Transform Systems ETF in Q3 2025 and held it in 4 quarters.
  • CoreCap Advisors's TCW Transform Systems ETF position peaked at $13.9K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.