KCM
PWRD

Key Capital Management’s TCW Transform Systems ETF PWRD Stock Holding History

Key Capital Management’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 		– Sell
-317
Closed -$30.5K – 766
2025
Q4 		$30.5K Buy
+317
New +$31.1K 0.03% 178

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 $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 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 $858M AUM 20.52% 1-Year Est. Return

Key Capital Management's PWRD Position: Q1 2026 in Review

Key Capital Management sold out of TCW Transform Systems ETF (PWRD) in Q1 2026, closing a stake of 317 shares — an estimated $30.5K sold.

Key Capital Management first reported a position in PWRD in Q4 2025 and held it in 1 quarter. The position peaked at $30.5K in Q4 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Key Capital Management reported no remaining TCW Transform Systems ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 317 TCW Transform Systems ETF shares in Q1 2026, an estimated $30.5K.
  • Key Capital Management first reported a position in TCW Transform Systems ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's TCW Transform Systems ETF position peaked at $30.5K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.