FHC
PWRD

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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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. 17 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.
  • 17 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.