GSEP
PWRD

Golden State Equity Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Golden State Equity 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 		– Sell
-9,500
Closed -$929K – 1871
2026
Q1 		$929K Buy
9,500
+1,050
+12% +$107K 0.07% 306
2025
Q4 		$813K Buy
8,450
+3,500
+71% +$344K 0.13% 176
2025
Q3 		$484K Buy
+4,950
New +$460K 0.08% 263

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

Golden State Equity Partners's PWRD Position: Q2 2026 in Review

Golden State Equity Partners sold out of TCW Transform Systems ETF (PWRD) in Q2 2026, closing a stake of 9,500 shares — an estimated $929K sold.

Golden State Equity Partners first reported a position in PWRD in Q3 2025 and held it in 3 quarters. The position peaked at $929K in Q1 2026. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Golden State Equity Partners reported no remaining TCW Transform Systems ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 9,500 TCW Transform Systems ETF shares in Q2 2026, an estimated $929K.
  • Golden State Equity Partners first reported a position in TCW Transform Systems ETF in Q3 2025 and held it in 3 quarters.
  • Golden State Equity Partners's TCW Transform Systems ETF position peaked at $929K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.