KPWS
GRW

Kestra Private Wealth Services’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

Kestra Private Wealth Services’s Portfolio GRW Stock Details GRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,139
Closed -$306K – 1923
2026
Q1 		$306K Sell
11,139
-7,072
-39% -$212K ﹤0.01% 1445
2025
Q4 		$567K Hold
18,211
– – 0.01% 1102
2025
Q3 		$582K Sell
18,211
-2,533
-12% -$84.3K 0.01% 1035
2025
Q2 		$727K Sell
20,744
-388
-2% -$13K 0.01% 869
2025
Q1 		$700K Sell
21,132
-16,279
-44% -$548K 0.01% 817
2024
Q4 		$1.23M Sell
37,411
-524
-1% -$19.6K 0.02% 573
2024
Q3 		$1.41M Sell
37,935
-80
-0.2% -$2.84K 0.03% 518
2024
Q2 		$1.3M Buy
+38,015
New +$1.27M 0.03% 496

Other funds holding GRW

TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Kestra Private Wealth Services's GRW Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of TCW ETF Trust TCW Durable Growth ETF (GRW) in Q2 2026, closing a stake of 11,139 shares — an estimated $306K sold.

Kestra Private Wealth Services first reported a position in GRW in Q2 2024 and held it in 8 quarters. The position peaked at $1.41M in Q3 2024. 6 funds tracked by Wall St. Rank hold GRW as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining TCW ETF Trust TCW Durable Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 11,139 TCW ETF Trust TCW Durable Growth ETF shares in Q2 2026, an estimated $306K.
  • Kestra Private Wealth Services first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q2 2024 and held it in 8 quarters.
  • Kestra Private Wealth Services's TCW ETF Trust TCW Durable Growth ETF position peaked at $1.41M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.