Dynamic Advisor Solutions
PWRD icon

Dynamic Advisor Solutions’s TCW Transform Systems ETF PWRD Stock Holding History

Dynamic Advisor Solutions’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 		$461K Buy
4,384
+446
+11% +$48.7K 0.01% 687
2026
Q2 		$484K Buy
+3,938
New +$440K 0.01% 698

Other funds holding PWRD

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Dynamic Advisor Solutions's PWRD Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its TCW Transform Systems ETF (PWRD) stake by 11% in Q3 2026, buying an estimated $48.7K and bringing the position to 4,384 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #687.

Dynamic Advisor Solutions first reported a position in PWRD in Q2 2026 and has held it in 2 quarters since. The position peaked at $484K in Q2 2026. 11 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Dynamic Advisor Solutions held 4,384 shares of TCW Transform Systems ETF worth $461K as of Q3 2026.
  • Dynamic Advisor Solutions bought 446 TCW Transform Systems ETF shares in Q3 2026, an estimated $48.7K.
  • TCW Transform Systems ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #687 holding.
  • Dynamic Advisor Solutions first reported a position in TCW Transform Systems ETF in Q2 2026 and has held it in 2 quarters since.
  • Dynamic Advisor Solutions's TCW Transform Systems ETF position peaked at $484K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.