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

Financial Network 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	$42.1K	Buy	342 +163	+91%	+$18.2K	0.04%	303
2026 Q1	$17.5K	Buy	179 +74	+70%	+$7.54K	0.02%	401
2025 Q4	$10.1K	Buy	105 +81	+338%	+$7.96K	0.01%	469
2025 Q3	$2.35K	Hold	24	–	–	﹤0.01%	637
2025 Q2	$2.16K	Hold	24	–	–	﹤0.01%	635
2025 Q1	$1.67K	Buy	+24	New	+$1.81K	﹤0.01%	619
2024 Q3	–	Sell	-50	Closed	-$3.41K	–	1022
2024 Q2	$3.41K	Buy	+50	New	+$3.45K	﹤0.01%	648

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Network Wealth Advisors's PWRD Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its TCW Transform Systems ETF (PWRD) stake by 91% in Q2 2026, buying an estimated $18.2K and bringing the position to 342 shares worth $42.1K. The position accounts for 0.04% of the portfolio, ranked #303.

Financial Network Wealth Advisors first reported a position in PWRD in Q2 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Financial Network Wealth Advisors held 342 shares of TCW Transform Systems ETF worth $42.1K as of Q2 2026.
Financial Network Wealth Advisors bought 163 TCW Transform Systems ETF shares in Q2 2026, an estimated $18.2K.
TCW Transform Systems ETF made up 0.04% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #303 holding.
Financial Network Wealth Advisors first reported a position in TCW Transform Systems ETF in Q2 2024 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.