Regatta Research & Money Management’s TCW Transform Systems ETF PWRD Stock Holding History

Regatta Research & Money Management’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	$58.9K	Buy	+479	New	+$53.5K	0.06%	239

Other funds holding PWRD

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Regatta Research & Money Management's PWRD Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 479 shares worth $58.9K. The stake represents 0.06% of the portfolio and ranks #239 among its holdings.

111 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Regatta Research & Money Management held 479 shares of TCW Transform Systems ETF worth $58.9K as of Q2 2026.
TCW Transform Systems ETF was a new Regatta Research & Money Management position in Q2 2026.
TCW Transform Systems ETF made up 0.06% of Regatta Research & Money Management's portfolio in Q2 2026, its #239 holding.
111 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.