Envestnet Asset Management
PWRD

Envestnet Asset Management’s TCW Transform Systems ETF PWRD Stock Holding History

Envestnet Asset 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 		$886K Buy
9,065
+2,910
+47% +$296K ﹤0.01% 3538
2025
Q4 		$592K Sell
6,155
-69,229
-92% -$6.8M ﹤0.01% 3590
2025
Q3 		$7.36M Sell
75,384
-3,178
-4% -$295K ﹤0.01% 1971
2025
Q2 		$7.08M Sell
78,562
-9,832
-11% -$759K ﹤0.01% 1969
2025
Q1 		$6.17M Sell
88,394
-653,041
-88% -$49.4M ﹤0.01% 1978
2024
Q4 		$53.8M Buy
741,435
+9,854
+1% +$741K 0.02% 679
2024
Q3 		$54.1M Buy
731,581
+30,994
+4% +$2.14M 0.02% 682
2024
Q2 		$47.8M Sell
700,587
-33,076
-5% -$2.28M 0.02% 687
2024
Q1 		$50.2M Buy
733,663
+8,946
+1% +$550K 0.02% 667
2023
Q4 		$41.1M Buy
724,717
+33,141
+5% +$1.76M 0.02% 690
2023
Q3 		$35.4M Buy
691,576
+351,255
+103% +$18.5M 0.02% 710
2023
Q2 		$17.8M Buy
340,321
+14,747
+5% +$732K 0.01% 985
2023
Q1 		$16.2M Buy
+325,574
New +$16M 0.01% 994

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

Envestnet Asset Management's PWRD Position: Q1 2026 in Review

Envestnet Asset Management increased its TCW Transform Systems ETF (PWRD) stake by 47% in Q1 2026, buying an estimated $296K and bringing the position to 9,065 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Envestnet Asset Management first reported a position in PWRD in Q1 2023 and has held it in 13 quarters since. The position peaked at $54.1M in Q3 2024. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Envestnet Asset Management held 9,065 shares of TCW Transform Systems ETF worth $886K as of Q1 2026.
  • Envestnet Asset Management bought 2,910 TCW Transform Systems ETF shares in Q1 2026, an estimated $296K.
  • TCW Transform Systems ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3538 holding.
  • Envestnet Asset Management first reported a position in TCW Transform Systems ETF in Q1 2023 and has held it in 13 quarters since.
  • Envestnet Asset Management's TCW Transform Systems ETF position peaked at $54.1M in Q3 2024.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.