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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
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Quotient Wealth Partners
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
VU
Valence8 US Cambridge, Massachusetts $300M AUM 27.26% 1-Year Est. Return

Financial Services Advisory's PWRD Position: Q4 2025 in Review

Financial Services Advisory sold out of TCW Transform Systems ETF (PWRD) in Q4 2025, closing a stake of 6,906 shares — an estimated $675K sold.

Financial Services Advisory first reported a position in PWRD in Q3 2025 and held it in 1 quarter. The position peaked at $675K in Q3 2025. 110 funds tracked by Wall St. Rank hold PWRD as of Q4 2025.

  • Financial Services Advisory reported no remaining TCW Transform Systems ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Services Advisory sold 6,906 TCW Transform Systems ETF shares in Q4 2025, an estimated $675K.
  • Financial Services Advisory first reported a position in TCW Transform Systems ETF in Q3 2025 and held it in 1 quarter.
  • Financial Services Advisory's TCW Transform Systems ETF position peaked at $675K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2025.

Based on Financial Services Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.