Jones Financial Companies’s TCW Transform Systems ETF PWRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
+11,397
New +$1.27M ﹤0.01% 1755
2025
Q3
– Sell
-140
Closed -$12.5K – 4405
2025
Q2
$12.5K Buy
+140
New +$10.8K ﹤0.01% 2789

Other funds holding PWRD

Jones Financial Companies's PWRD Position: Q2 2026 in Review

Jones Financial Companies opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 11,397 shares worth $1.32M. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in PWRD as recently as Q2 2025.

Jones Financial Companies first reported a position in PWRD in Q2 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Jones Financial Companies held 11,397 shares of TCW Transform Systems ETF worth $1.32M as of Q2 2026.
  • TCW Transform Systems ETF was a new Jones Financial Companies position in Q2 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1755 holding.
  • Jones Financial Companies first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.