Janney Montgomery Scott
PWRD

Janney Montgomery Scott’s TCW Transform Systems ETF PWRD Stock Holding History

Janney Montgomery Scott’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 		$442K Buy
4,516
+809
+22% +$82.4K ﹤0.01% 2124
2025
Q4 		$356K Buy
3,707
+250
+7% +$24.6K ﹤0.01% 2437
2025
Q3 		$338K Buy
+3,457
New +$321K ﹤0.01% 2415

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

Janney Montgomery Scott's PWRD Position: Q1 2026 in Review

Janney Montgomery Scott increased its TCW Transform Systems ETF (PWRD) stake by 22% in Q1 2026, buying an estimated $82.4K and bringing the position to 4,516 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Janney Montgomery Scott 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.

  • Janney Montgomery Scott held 4,516 shares of TCW Transform Systems ETF worth $442K as of Q1 2026.
  • Janney Montgomery Scott bought 809 TCW Transform Systems ETF shares in Q1 2026, an estimated $82.4K.
  • TCW Transform Systems ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2124 holding.
  • Janney Montgomery Scott 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 Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.