FS
PWRD

Financially Speaking’s TCW Transform Systems ETF PWRD Stock Holding History

Financially Speaking’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 		$54K Hold
552
– – 0.26% 27
2025
Q4 		$53.1K Hold
552
– – 0.03% 56
2025
Q3 		$53.9K Sell
552
-35
-6% -$3.25K 0.04% 58
2025
Q2 		$52.9K Buy
+587
New +$45.3K 0.03% 46
2025
Q1 		– Sell
-606
Closed -$44K – 163
2024
Q4 		$44K Buy
+606
New +$45.6K 0.03% 61

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Financially Speaking's PWRD Position: Q1 2026 in Review

Financially Speaking held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 552 shares worth $54K. The position accounts for 0.26% of the portfolio, ranked #27.

Financially Speaking first reported a position in PWRD in Q4 2024 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Financially Speaking held 552 shares of TCW Transform Systems ETF worth $54K as of Q1 2026.
  • Financially Speaking left its TCW Transform Systems ETF share count unchanged in Q1 2026.
  • TCW Transform Systems ETF made up 0.26% of Financially Speaking's portfolio in Q1 2026, its #27 holding.
  • Financially Speaking first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Financially Speaking's 13F filing for Q1 2026, filed 7 Apr 2026.