Cyndeo Wealth Partners
PWRD icon

Cyndeo Wealth Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Cyndeo Wealth Partners’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 		$4.21M Buy
40,067
+2,404
+6% +$263K 0.19% 121
2026
Q2 		$4.63M Sell
37,663
-13,312
-26% -$1.49M 0.22% 112
2026
Q1 		$4.98M Buy
50,975
+1,081
+2% +$110K 0.26% 96
2025
Q4 		$4.8M Sell
49,894
-3,635
-7% -$357K 0.26% 97
2025
Q3 		$5.23M Buy
53,529
+336
+0.6% +$31.2K 0.29% 91
2025
Q2 		$4.8M Buy
53,193
+1,425
+3% +$110K 0.28% 97
2025
Q1 		$3.61M Buy
51,768
+2,892
+6% +$219K 0.24% 113
2024
Q4 		$3.55M Sell
48,876
-1,179
-2% -$88.6K 0.24% 106
2024
Q3 		$3.7M Buy
50,055
+1,433
+3% +$99K 0.26% 108
2024
Q2 		$3.32M Buy
48,622
+10,898
+29% +$753K 0.26% 112
2024
Q1 		$2.58M Buy
37,724
+15,775
+72% +$969K 0.21% 131
2023
Q4 		$1.25M Buy
+21,949
New +$1.16M 0.12% 172

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Principle Wealth Partners
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Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
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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
Quadcap Wealth Management
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Venture Visionary Partners
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Cyndeo Wealth Partners's PWRD Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 6.4% in Q3 2026, buying an estimated $263K and bringing the position to 40,067 shares worth $4.21M. The position accounts for 0.19% of the portfolio, ranked #121.

Cyndeo Wealth Partners first reported a position in PWRD in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.23M in Q3 2025. 97 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Cyndeo Wealth Partners held 40,067 shares of TCW Transform Systems ETF worth $4.21M as of Q3 2026.
  • Cyndeo Wealth Partners bought 2,404 TCW Transform Systems ETF shares in Q3 2026, an estimated $263K.
  • TCW Transform Systems ETF made up 0.19% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #121 holding.
  • Cyndeo Wealth Partners first reported a position in TCW Transform Systems ETF in Q4 2023 and has held it in 12 quarters since.
  • Cyndeo Wealth Partners's TCW Transform Systems ETF position peaked at $5.23M in Q3 2025.
  • 97 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.