Focus Partners Wealth
PWRD

Focus Partners Wealth’s TCW Transform Systems ETF PWRD Stock Holding History

Focus Partners Wealth’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 		$2.06M Buy
+21,045
New +$2.14M ﹤0.01% 1302

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

Focus Partners Wealth's PWRD Position: Q1 2026 in Review

Focus Partners Wealth opened a new position in TCW Transform Systems ETF (PWRD) in Q1 2026: 21,045 shares worth $2.06M. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings.

124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Focus Partners Wealth held 21,045 shares of TCW Transform Systems ETF worth $2.06M as of Q1 2026.
  • TCW Transform Systems ETF was a new Focus Partners Wealth position in Q1 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1302 holding.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.