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

Dynasty 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 Q3	$612M	Buy	5,816,151 +293,259	+5%	+$32M	4.71%	7
2026 Q2	$679M	Sell	5,522,892 -1,047,421	-16%	-$117M	5.05%	6
2026 Q1	$642M	Buy	6,570,313 +1,267,197	+24%	+$129M	5.6%	4
2025 Q4	$510M	Buy	5,303,116 +2,061,596	+64%	+$202M	5.01%	4
2025 Q3	$317M	Buy	3,241,520 +878,559	+37%	+$81.7M	4.23%	7
2025 Q2	$163M	Sell	2,362,961 -1,838,084	-44%	-$142M	2.79%	14
2025 Q1	$214M	Buy	4,201,045 +1,538,002	+58%	+$116M	3.57%	11
2024 Q4	$193M	Buy	2,663,043 +1,932,424	+264%	+$145M	3.33%	10
2024 Q3	$54M	Sell	730,619 -27,210	-4%	-$1.88M	1.63%	15
2024 Q2	$51.7M	Sell	757,829 -16,670	-2%	-$1.15M	1.52%	18
2024 Q1	$53M	Buy	+774,499	New	+$47.6M	1.69%	15

Other funds holding PWRD

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Dynasty Wealth Management's PWRD Position: Q3 2026 in Review

Dynasty Wealth Management increased its TCW Transform Systems ETF (PWRD) stake by 5.3% in Q3 2026, buying an estimated $32M and bringing the position to 5,816,151 shares worth $612M. The position accounts for 4.71% of the portfolio, ranked #7.

Dynasty Wealth Management first reported a position in PWRD in Q1 2024 and has held it in 11 quarters since. The position peaked at $679M in Q2 2026. 122 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Dynasty Wealth Management held 5,816,151 shares of TCW Transform Systems ETF worth $612M as of Q3 2026.
Dynasty Wealth Management bought 293,259 TCW Transform Systems ETF shares in Q3 2026, an estimated $32M.
TCW Transform Systems ETF made up 4.71% of Dynasty Wealth Management's portfolio in Q3 2026, its #7 holding.
Dynasty Wealth Management first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 11 quarters since.
Dynasty Wealth Management's TCW Transform Systems ETF position peaked at $679M in Q2 2026.
122 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.