HI
PWRD

Harbour Investments’s TCW Transform Systems ETF PWRD Stock Holding History

Harbour Investments’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 		$32.2K Hold
329
– – ﹤0.01% 2598
2025
Q4 		$31.6K Hold
329
– – ﹤0.01% 2192
2025
Q3 		$32.1K Buy
+329
New +$30.6K ﹤0.01% 2102

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 $858M AUM 20.52% 1-Year Est. Return

Harbour Investments's PWRD Position: Q1 2026 in Review

Harbour Investments held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 329 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.

Harbour Investments first reported a position in PWRD in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Harbour Investments held 329 shares of TCW Transform Systems ETF worth $32.2K as of Q1 2026.
  • Harbour Investments left its TCW Transform Systems ETF share count unchanged in Q1 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2598 holding.
  • Harbour Investments first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.