KAS
PWRD

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
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 $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

KPP Advisory Services's PWRD Position: Q1 2026 in Review

KPP Advisory Services increased its TCW Transform Systems ETF (PWRD) stake by 184% in Q1 2026, buying an estimated $2.03M and bringing the position to 30,821 shares worth $3.01M. The position accounts for 0.44% of the portfolio, ranked #57.

KPP Advisory Services first reported a position in PWRD in Q2 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • KPP Advisory Services held 30,821 shares of TCW Transform Systems ETF worth $3.01M as of Q1 2026.
  • KPP Advisory Services bought 19,966 TCW Transform Systems ETF shares in Q1 2026, an estimated $2.03M.
  • TCW Transform Systems ETF made up 0.44% of KPP Advisory Services's portfolio in Q1 2026, its #57 holding.
  • KPP Advisory Services first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.