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 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 $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 Network Wealth Advisors's PWRD Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its TCW Transform Systems ETF (PWRD) stake by 70% in Q1 2026, buying an estimated $7.54K and bringing the position to 179 shares worth $17.5K. The position accounts for 0.02% of the portfolio, ranked #401.

Financial Network Wealth Advisors first reported a position in PWRD in Q2 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Financial Network Wealth Advisors held 179 shares of TCW Transform Systems ETF worth $17.5K as of Q1 2026.
Financial Network Wealth Advisors bought 74 TCW Transform Systems ETF shares in Q1 2026, an estimated $7.54K.
TCW Transform Systems ETF made up 0.02% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #401 holding.
Financial Network Wealth Advisors first reported a position in TCW Transform Systems ETF in Q2 2024 and has held it in 6 quarters since.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.