LPL Financial
PWRD

LPL Financial’s TCW Transform Systems ETF PWRD Stock Holding History

LPL Financial’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 		$45.3M Buy
463,190
+127,761
+38% +$13M 0.01% 964
2025
Q4 		$32.3M Buy
335,429
+102,977
+44% +$10.1M 0.01% 1102
2025
Q3 		$22.7M Buy
232,452
+112,504
+94% +$10.5M 0.01% 1282
2025
Q2 		$10.8M Buy
119,948
+86,870
+263% +$6.71M ﹤0.01% 1657
2025
Q1 		$2.31M Buy
33,078
+19,063
+136% +$1.44M ﹤0.01% 2819
2024
Q4 		$1.02M Buy
14,015
+3,285
+31% +$247K ﹤0.01% 3470
2024
Q3 		$793K Buy
+10,730
New +$741K ﹤0.01% 3601

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial's PWRD Position: Q1 2026 in Review

LPL Financial increased its TCW Transform Systems ETF (PWRD) stake by 38% in Q1 2026, buying an estimated $13M and bringing the position to 463,190 shares worth $45.3M. The position accounts for 0.01% of the portfolio, ranked #964.

LPL Financial first reported a position in PWRD in Q3 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • LPL Financial held 463,190 shares of TCW Transform Systems ETF worth $45.3M as of Q1 2026.
  • LPL Financial bought 127,761 TCW Transform Systems ETF shares in Q1 2026, an estimated $13M.
  • TCW Transform Systems ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #964 holding.
  • LPL Financial first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 7 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.