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 Q2	$72.1M	Buy	586,451 +123,261	+27%	+$13.8M	0.02%	843
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 $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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial's PWRD Position: Q2 2026 in Review

LPL Financial increased its TCW Transform Systems ETF (PWRD) stake by 27% in Q2 2026, buying an estimated $13.8M and bringing the position to 586,451 shares worth $72.1M. The position accounts for 0.02% of the portfolio, ranked #843.

LPL Financial first reported a position in PWRD in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

LPL Financial held 586,451 shares of TCW Transform Systems ETF worth $72.1M as of Q2 2026.
LPL Financial bought 123,261 TCW Transform Systems ETF shares in Q2 2026, an estimated $13.8M.
TCW Transform Systems ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #843 holding.
LPL Financial first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 8 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.