Harbour Investments
PWRD icon

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
Q2 		$45.4K Buy
369
+40
+12% +$4.47K ﹤0.01% 2444
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

Dynasty Wealth Management
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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Quotient Wealth Partners
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

Harbour Investments's PWRD Position: Q2 2026 in Review

Harbour Investments increased its TCW Transform Systems ETF (PWRD) stake by 12% in Q2 2026, buying an estimated $4.47K and bringing the position to 369 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Harbour Investments first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Harbour Investments held 369 shares of TCW Transform Systems ETF worth $45.4K as of Q2 2026.
  • Harbour Investments bought 40 TCW Transform Systems ETF shares in Q2 2026, an estimated $4.47K.
  • TCW Transform Systems ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2444 holding.
  • Harbour Investments first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.