Financial Services Advisory’s TCW Transform Systems ETF PWRD Stock Holding History

Financial Services Advisory’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
2025 Q4	–	Sell	-6,906	Closed	-$675K	–	77
2025 Q3	$675K	Buy	+6,906	New	+$642K	0.26%	47

Other funds holding PWRD

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Valence8 US Cambridge, Massachusetts $286M AUM 22.37% 1-Year Est. Return