KFAS
PWRD

Keating Financial Advisory Services’s TCW Transform Systems ETF PWRD Stock Holding History

Keating Financial Advisory Services’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 		$150K Buy
1,530
+388
+34% +$39.5K 0.02% 380
2025
Q4 		$110K Buy
+1,142
New +$112K 0.01% 483

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

Keating Financial Advisory Services's PWRD Position: Q1 2026 in Review

Keating Financial Advisory Services increased its TCW Transform Systems ETF (PWRD) stake by 34% in Q1 2026, buying an estimated $39.5K and bringing the position to 1,530 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #380.

Keating Financial Advisory Services first reported a position in PWRD in Q4 2025 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Keating Financial Advisory Services held 1,530 shares of TCW Transform Systems ETF worth $150K as of Q1 2026.
  • Keating Financial Advisory Services bought 388 TCW Transform Systems ETF shares in Q1 2026, an estimated $39.5K.
  • TCW Transform Systems ETF made up 0.02% of Keating Financial Advisory Services's portfolio in Q1 2026, its #380 holding.
  • Keating Financial Advisory Services first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.