First Heartland Consultants’s TCW Transform Systems ETF PWRD Stock Holding History

First Heartland Consultants’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	$1.19M	Buy	9,699 +544	+6%	+$60.7K	0.08%	194
2026 Q1	$895K	Sell	9,155 -1,327	-13%	-$135K	0.07%	201
2025 Q4	$1.01M	Buy	10,482 +2,647	+34%	+$260K	0.08%	183
2025 Q3	$765K	Buy	+7,835	New	+$728K	0.06%	207

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

First Heartland Consultants's PWRD Position: Q2 2026 in Review

First Heartland Consultants increased its TCW Transform Systems ETF (PWRD) stake by 5.9% in Q2 2026, buying an estimated $60.7K and bringing the position to 9,699 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #194.

First Heartland Consultants first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

First Heartland Consultants held 9,699 shares of TCW Transform Systems ETF worth $1.19M as of Q2 2026.
First Heartland Consultants bought 544 TCW Transform Systems ETF shares in Q2 2026, an estimated $60.7K.
TCW Transform Systems ETF made up 0.08% of First Heartland Consultants's portfolio in Q2 2026, its #194 holding.
First Heartland Consultants first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.