Farther Finance Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Farther Finance 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 Q3	$57.5K	Buy	+547	New	+$59.8K	﹤0.01%	3286

Other funds holding PWRD

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors's PWRD Position: Q3 2026 in Review

Farther Finance Advisors opened a new position in TCW Transform Systems ETF (PWRD) in Q3 2026: 547 shares worth $57.5K. The stake represents ﹤0.01% of the portfolio and ranks #3286 among its holdings.

11 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Farther Finance Advisors held 547 shares of TCW Transform Systems ETF worth $57.5K as of Q3 2026.
TCW Transform Systems ETF was a new Farther Finance Advisors position in Q3 2026.
TCW Transform Systems ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3286 holding.
11 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.