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 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 $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Cyndeo Wealth Partners's PWRD Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 2.2% in Q1 2026, buying an estimated $110K and bringing the position to 50,975 shares worth $4.98M. The position accounts for 0.26% of the portfolio, ranked #96.

Cyndeo Wealth Partners first reported a position in PWRD in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.23M in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Cyndeo Wealth Partners held 50,975 shares of TCW Transform Systems ETF worth $4.98M as of Q1 2026.
Cyndeo Wealth Partners bought 1,081 TCW Transform Systems ETF shares in Q1 2026, an estimated $110K.
TCW Transform Systems ETF made up 0.26% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #96 holding.
Cyndeo Wealth Partners first reported a position in TCW Transform Systems ETF in Q4 2023 and has held it in 10 quarters since.
Cyndeo Wealth Partners's TCW Transform Systems ETF position peaked at $5.23M in Q3 2025.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.