Lido Advisors
PWRD

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
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 $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

Lido Advisors's PWRD Position: Q1 2026 in Review

Lido Advisors increased its TCW Transform Systems ETF (PWRD) stake by 11% in Q1 2026, buying an estimated $140K and bringing the position to 13,914 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Lido Advisors first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Lido Advisors held 13,914 shares of TCW Transform Systems ETF worth $1.36M as of Q1 2026.
  • Lido Advisors bought 1,373 TCW Transform Systems ETF shares in Q1 2026, an estimated $140K.
  • TCW Transform Systems ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #837 holding.
  • Lido Advisors first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.