DWM
PWRD

Dakota Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

Dakota Wealth Management’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 		$1.8M Buy
18,395
+5,492
+43% +$559K 0.04% 300
2025
Q4 		$1.24M Buy
+12,903
New +$1.27M 0.02% 361

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Dakota Wealth Management's PWRD Position: Q1 2026 in Review

Dakota Wealth Management increased its TCW Transform Systems ETF (PWRD) stake by 43% in Q1 2026, buying an estimated $559K and bringing the position to 18,395 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #300.

Dakota Wealth Management first reported a position in PWRD in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Dakota Wealth Management held 18,395 shares of TCW Transform Systems ETF worth $1.8M as of Q1 2026.
  • Dakota Wealth Management bought 5,492 TCW Transform Systems ETF shares in Q1 2026, an estimated $559K.
  • TCW Transform Systems ETF made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #300 holding.
  • Dakota Wealth Management first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.