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 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

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

Lido Advisors's PWRD Position: Q2 2026 in Review

Lido Advisors increased its TCW Transform Systems ETF (PWRD) stake by 31% in Q2 2026, buying an estimated $489K and bringing the position to 18,292 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #758.

Lido Advisors first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Lido Advisors held 18,292 shares of TCW Transform Systems ETF worth $2.25M as of Q2 2026.
Lido Advisors bought 4,378 TCW Transform Systems ETF shares in Q2 2026, an estimated $489K.
TCW Transform Systems ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #758 holding.
Lido Advisors first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.