GWP
PWRD

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

Gateway Wealth Partners’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 		$360K Sell
2,926
-2,796
-49% -$312K 0.02% 572
2026
Q1 		$559K Buy
5,722
+2,842
+99% +$289K 0.02% 542
2025
Q4 		$277K Buy
+2,880
New +$283K 0.03% 382

Other funds holding PWRD

DWM
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
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
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
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gateway Wealth Partners's PWRD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its TCW Transform Systems ETF (PWRD) stake by 49% in Q2 2026, selling an estimated $312K and leaving 2,926 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #572.

Gateway Wealth Partners first reported a position in PWRD in Q4 2025 and has held it in 3 quarters since. The position peaked at $559K in Q1 2026. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Gateway Wealth Partners held 2,926 shares of TCW Transform Systems ETF worth $360K as of Q2 2026.
  • Gateway Wealth Partners sold 2,796 TCW Transform Systems ETF shares in Q2 2026, an estimated $312K.
  • TCW Transform Systems ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #572 holding.
  • Gateway Wealth Partners first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's TCW Transform Systems ETF position peaked at $559K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.