Jones Financial Companies
PWRD

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

Jones Financial Companies’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
2025
Q3 		– Sell
-140
Closed -$12.5K – 4405
2025
Q2 		$12.5K Buy
+140
New +$10.8K ﹤0.01% 2789

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Jones Financial Companies's PWRD Position: Q3 2025 in Review

Jones Financial Companies sold out of TCW Transform Systems ETF (PWRD) in Q3 2025, closing a stake of 140 shares — an estimated $12.5K sold.

Jones Financial Companies first reported a position in PWRD in Q2 2025 and held it in 1 quarter. The position peaked at $12.5K in Q2 2025. 87 funds tracked by Wall St. Rank hold PWRD as of Q3 2025.

  • Jones Financial Companies reported no remaining TCW Transform Systems ETF position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 140 TCW Transform Systems ETF shares in Q3 2025, an estimated $12.5K.
  • Jones Financial Companies first reported a position in TCW Transform Systems ETF in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's TCW Transform Systems ETF position peaked at $12.5K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.