Lido Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Lido Advisors’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 Q3	$1.96M	Buy	18,648 +356	+2%	+$38.9K	0.01%	805
2026 Q2	$2.25M	Buy	18,292 +4,378	+31%	+$489K	0.01%	758
2026 Q1	$1.36M	Buy	13,914 +1,373	+11%	+$140K	﹤0.01%	837
2025 Q4	$1.23M	Hold	12,541	–	–	﹤0.01%	917
2025 Q3	$1.23M	Buy	12,541 +2,124	+20%	+$197K	﹤0.01%	869
2025 Q2	$939K	Sell	10,417 -4,667	-31%	-$360K	﹤0.01%	867
2025 Q1	$1.05M	Sell	15,084 -352	-2%	-$26.6K	﹤0.01%	756
2024 Q4	$1.12M	Buy	+15,436	New	+$1.16M	0.01%	722

Other funds holding PWRD

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Lido Advisors's PWRD Position: Q3 2026 in Review

Lido Advisors increased its TCW Transform Systems ETF (PWRD) stake by 1.9% in Q3 2026, buying an estimated $38.9K and bringing the position to 18,648 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #805.

Lido Advisors first reported a position in PWRD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q2 2026. 118 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Lido Advisors held 18,648 shares of TCW Transform Systems ETF worth $1.96M as of Q3 2026.
Lido Advisors bought 356 TCW Transform Systems ETF shares in Q3 2026, an estimated $38.9K.
TCW Transform Systems ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #805 holding.
Lido Advisors first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 8 quarters since.
Lido Advisors's TCW Transform Systems ETF position peaked at $2.25M in Q2 2026.
118 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.