Financial Connections Group’s TCW Transform Systems ETF PWRD Stock Holding History

Financial Connections Group’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	$5K	Hold	61	–	–	﹤0.01%	221
2025 Q4	$5K	Hold	61	–	–	﹤0.01%	201
2025 Q3	$5K	Hold	61	–	–	﹤0.01%	203
2025 Q2	$5K	Buy	+61	New	+$4.71K	﹤0.01%	216
2025 Q1	–	Sell	-60	Closed	-$4K	–	246
2024 Q4	$4K	Hold	60	–	–	﹤0.01%	185
2024 Q3	$4K	Hold	60	–	–	﹤0.01%	176
2024 Q2	$4K	Sell	60 -1	-2%	-$69	﹤0.01%	271
2024 Q1	$5K	Buy	61 +1	+2%	+$61	0.01%	131
2023 Q4	$3K	Sell	60 -100	-63%	-$5.31K	﹤0.01%	197
2023 Q3	$8K	Hold	160	–	–	0.01%	103
2023 Q2	$8K	Hold	160	–	–	0.01%	192
2023 Q1	$7K	Buy	160 +142	+789%	+$6.99K	0.01%	189
2022 Q4	$0	Hold	18	–	–	﹤0.01%	264
2022 Q3	$0	Buy	+18	New	+$880	﹤0.01%	296

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Financial Connections Group's PWRD Position: Q1 2026 in Review

Financial Connections Group held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 61 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Financial Connections Group first reported a position in PWRD in Q3 2022 and has held it in 14 quarters since. The position peaked at $8K in Q3 2023. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Financial Connections Group held 61 shares of TCW Transform Systems ETF worth $5K as of Q1 2026.
Financial Connections Group left its TCW Transform Systems ETF share count unchanged in Q1 2026.
TCW Transform Systems ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #221 holding.
Financial Connections Group first reported a position in TCW Transform Systems ETF in Q3 2022 and has held it in 14 quarters since.
Financial Connections Group's TCW Transform Systems ETF position peaked at $8K in Q3 2023.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.