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 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%	-$88.7K	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

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cyndeo Wealth Partners's PWRD Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its TCW Transform Systems ETF (PWRD) stake by 26% in Q2 2026, selling an estimated $1.49M and leaving 37,663 shares worth $4.63M. The position accounts for 0.22% of the portfolio, ranked #112.

Cyndeo Wealth Partners first reported a position in PWRD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q3 2025. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Cyndeo Wealth Partners held 37,663 shares of TCW Transform Systems ETF worth $4.63M as of Q2 2026.
Cyndeo Wealth Partners sold 13,312 TCW Transform Systems ETF shares in Q2 2026, an estimated $1.49M.
TCW Transform Systems ETF made up 0.22% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #112 holding.
Cyndeo Wealth Partners first reported a position in TCW Transform Systems ETF in Q4 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's TCW Transform Systems ETF position peaked at $5.23M in Q3 2025.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.