LA
PWRD

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

Lindenwold 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
2025
Q3 		$562K Buy
+5,756
New +$535K 0.27% 67

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 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
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Lindenwold Advisors's PWRD Position: Q3 2025 in Review

Lindenwold Advisors opened a new position in TCW Transform Systems ETF (PWRD) in Q3 2025: 5,756 shares worth $562K. The stake represents 0.27% of the portfolio and ranks #67 among its holdings.

87 funds tracked by Wall St. Rank hold PWRD as of Q3 2025.

  • Lindenwold Advisors held 5,756 shares of TCW Transform Systems ETF worth $562K as of Q3 2025.
  • TCW Transform Systems ETF was a new Lindenwold Advisors position in Q3 2025.
  • TCW Transform Systems ETF made up 0.27% of Lindenwold Advisors's portfolio in Q3 2025, its #67 holding.
  • 87 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.