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
Q2 		$2.05M Buy
16,658
+12,142
+269% +$1.36M ﹤0.01% 1471
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 $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

Janney Montgomery Scott's PWRD Position: Q2 2026 in Review

Janney Montgomery Scott increased its TCW Transform Systems ETF (PWRD) stake by 269% in Q2 2026, buying an estimated $1.36M and bringing the position to 16,658 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Janney Montgomery Scott 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.

  • Janney Montgomery Scott held 16,658 shares of TCW Transform Systems ETF worth $2.05M as of Q2 2026.
  • Janney Montgomery Scott bought 12,142 TCW Transform Systems ETF shares in Q2 2026, an estimated $1.36M.
  • TCW Transform Systems ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1471 holding.
  • Janney Montgomery Scott 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 Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.