Fairvoy Private Wealth
PWRD icon

Fairvoy Private Wealth’s TCW Transform Systems ETF PWRD Stock Holding History

Fairvoy Private Wealth’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 		$1.16M Buy
11,067
+2,061
+23% +$225K 0.23% 95
2026
Q2 		$1.11M Sell
9,006
-1,465
-14% -$164K 0.22% 99
2026
Q1 		$1.02M Buy
10,471
+477
+5% +$48.6K 0.24% 89
2025
Q4 		$961K Sell
9,994
-1,596
-14% -$157K 0.22% 94
2025
Q3 		$1.13M Sell
11,590
-179
-2% -$16.6K 0.26% 80
2025
Q2 		$1.06M Sell
11,769
-84
-0.7% -$6.48K 0.26% 81
2025
Q1 		$827K Buy
11,853
+1,851
+19% +$140K 0.23% 87
2024
Q4 		$726K Buy
+10,002
New +$752K 0.19% 95

Other funds holding PWRD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Fusion Capital
Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return
DWM Financial Group
DWM Financial Group Palatine, Illinois $128M AUM

Fairvoy Private Wealth's PWRD Position: Q3 2026 in Review

Fairvoy Private Wealth increased its TCW Transform Systems ETF (PWRD) stake by 23% in Q3 2026, buying an estimated $225K and bringing the position to 11,067 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #95.

Fairvoy Private Wealth first reported a position in PWRD in Q4 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Fairvoy Private Wealth held 11,067 shares of TCW Transform Systems ETF worth $1.16M as of Q3 2026.
  • Fairvoy Private Wealth bought 2,061 TCW Transform Systems ETF shares in Q3 2026, an estimated $225K.
  • TCW Transform Systems ETF made up 0.23% of Fairvoy Private Wealth's portfolio in Q3 2026, its #95 holding.
  • Fairvoy Private Wealth first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Fairvoy Private Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.