LIM
PWRD

Leavell Investment Management’s TCW Transform Systems ETF PWRD Stock Holding History

Leavell Investment 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
Q2 		$304K Hold
2,474
– – 0.01% 533
2026
Q1 		$242K Hold
2,474
– – 0.01% 563
2025
Q4 		$238K Buy
+2,474
New +$243K 0.01% 548

Other funds holding PWRD

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Leavell Investment Management's PWRD Position: Q2 2026 in Review

Leavell Investment Management held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 2,474 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #533.

Leavell Investment Management first reported a position in PWRD in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Leavell Investment Management held 2,474 shares of TCW Transform Systems ETF worth $304K as of Q2 2026.
  • Leavell Investment Management left its TCW Transform Systems ETF share count unchanged in Q2 2026.
  • TCW Transform Systems ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #533 holding.
  • Leavell Investment Management first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.