DT
PWRD

Diversified Trust’s TCW Transform Systems ETF PWRD Stock Holding History

Diversified Trust’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 		– Sell
-2,393
Closed -$230K – 1148
2025
Q4 		$230K Hold
2,393
– – ﹤0.01% 921
2025
Q3 		$234K Buy
+2,393
New +$222K ﹤0.01% 876

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

Diversified Trust's PWRD Position: Q1 2026 in Review

Diversified Trust sold out of TCW Transform Systems ETF (PWRD) in Q1 2026, closing a stake of 2,393 shares — an estimated $230K sold.

Diversified Trust first reported a position in PWRD in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Diversified Trust reported no remaining TCW Transform Systems ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 2,393 TCW Transform Systems ETF shares in Q1 2026, an estimated $230K.
  • Diversified Trust first reported a position in TCW Transform Systems ETF in Q3 2025 and held it in 2 quarters.
  • Diversified Trust's TCW Transform Systems ETF position peaked at $234K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.