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 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 $1.56T 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Dynasty Wealth Management increased its TCW Transform Systems ETF (PWRD) stake by 24% in Q1 2026, buying an estimated $129M and bringing the position to 6,570,313 shares worth $642M. The position accounts for 5.6% of the portfolio, ranked #4.

Dynasty Wealth Management first reported a position in PWRD in Q1 2024 and has held it in 9 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Dynasty Wealth Management held 6,570,313 shares of TCW Transform Systems ETF worth $642M as of Q1 2026.
Dynasty Wealth Management bought 1,267,197 TCW Transform Systems ETF shares in Q1 2026, an estimated $129M.
TCW Transform Systems ETF made up 5.6% of Dynasty Wealth Management's portfolio in Q1 2026, its #4 holding.
Dynasty Wealth Management first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 9 quarters since.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.