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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 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

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. 17 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.
  • 17 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.