Keating Financial Advisory Services’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
$1.15M Buy
9,360
+7,830
+512% +$874K 0.15% 98
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

Keating Financial Advisory Services's PWRD Position: Q2 2026 in Review

Keating Financial Advisory Services increased its TCW Transform Systems ETF (PWRD) stake by 512% in Q2 2026, buying an estimated $874K and bringing the position to 9,360 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #98.

Keating Financial Advisory Services first reported a position in PWRD in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Keating Financial Advisory Services held 9,360 shares of TCW Transform Systems ETF worth $1.15M as of Q2 2026.
  • Keating Financial Advisory Services bought 7,830 TCW Transform Systems ETF shares in Q2 2026, an estimated $874K.
  • TCW Transform Systems ETF made up 0.15% of Keating Financial Advisory Services's portfolio in Q2 2026, its #98 holding.
  • Keating Financial Advisory Services first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.