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 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 $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dynasty Wealth Management's PWRD Position: Q2 2026 in Review

Dynasty Wealth Management reduced its TCW Transform Systems ETF (PWRD) stake by 16% in Q2 2026, selling an estimated $117M and leaving 5,522,892 shares worth $679M. The position accounts for 5.05% of the portfolio, ranked #6.

Dynasty Wealth Management first reported a position in PWRD in Q1 2024 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Dynasty Wealth Management held 5,522,892 shares of TCW Transform Systems ETF worth $679M as of Q2 2026.
Dynasty Wealth Management sold 1,047,421 TCW Transform Systems ETF shares in Q2 2026, an estimated $117M.
TCW Transform Systems ETF made up 5.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #6 holding.
Dynasty Wealth Management first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.