MCM
PWRD

MAI Capital Management’s TCW Transform Systems ETF PWRD Stock Holding History

MAI Capital 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
Q1 		$247K Hold
2,531
– – ﹤0.01% 1363
2025
Q4 		$243K Hold
2,531
– – ﹤0.01% 1234
2025
Q3 		$247K Sell
2,531
-580
-19% -$53.9K ﹤0.01% 1186
2025
Q2 		$281K Hold
3,111
– – ﹤0.01% 1031
2025
Q1 		$217K Hold
3,111
– – ﹤0.01% 1089
2024
Q4 		$226K Buy
+3,111
New +$234K ﹤0.01% 1095

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

MAI Capital Management's PWRD Position: Q1 2026 in Review

MAI Capital Management held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 2,531 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

MAI Capital Management first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. The position peaked at $281K in Q2 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • MAI Capital Management held 2,531 shares of TCW Transform Systems ETF worth $247K as of Q1 2026.
  • MAI Capital Management left its TCW Transform Systems ETF share count unchanged in Q1 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1363 holding.
  • MAI Capital Management first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's TCW Transform Systems ETF position peaked at $281K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.