EverSource Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

EverSource Wealth Advisors’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	$4.18K	Buy	+34	New	+$3.8K	﹤0.01%	3371

Other funds holding PWRD

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

EverSource Wealth Advisors's PWRD Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 34 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #3371 among its holdings.

79 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

EverSource Wealth Advisors held 34 shares of TCW Transform Systems ETF worth $4.18K as of Q2 2026.
TCW Transform Systems ETF was a new EverSource Wealth Advisors position in Q2 2026.
TCW Transform Systems ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3371 holding.
79 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.