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

KPP 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 Q2	$4.03M	Buy	32,757 +1,936	+6%	+$216K	0.51%	48
2026 Q1	$3.01M	Buy	30,821 +19,966	+184%	+$2.03M	0.44%	57
2025 Q4	$1.04M	Buy	10,855 +1,627	+18%	+$160K	0.15%	128
2025 Q3	$902K	Buy	9,228 +1,539	+20%	+$143K	0.13%	148
2025 Q2	$693K	Buy	+7,689	New	+$594K	0.11%	154

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KPP Advisory Services's PWRD Position: Q2 2026 in Review

KPP Advisory Services increased its TCW Transform Systems ETF (PWRD) stake by 6.3% in Q2 2026, buying an estimated $216K and bringing the position to 32,757 shares worth $4.03M. The position accounts for 0.51% of the portfolio, ranked #48.

KPP Advisory Services first reported a position in PWRD in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

KPP Advisory Services held 32,757 shares of TCW Transform Systems ETF worth $4.03M as of Q2 2026.
KPP Advisory Services bought 1,936 TCW Transform Systems ETF shares in Q2 2026, an estimated $216K.
TCW Transform Systems ETF made up 0.51% of KPP Advisory Services's portfolio in Q2 2026, its #48 holding.
KPP Advisory Services first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.