Mather Group
PWRD icon

Mather Group’s TCW Transform Systems ETF PWRD Stock Holding History

Mather Group’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
Q3 		$433K Buy
4,120
+200
+5% +$21.9K ﹤0.01% 578
2026
Q2 		$482K Sell
3,920
-6,637
-63% -$741K ﹤0.01% 546
2026
Q1 		$1.03M Buy
+10,557
New +$1.08M 0.01% 326

Other funds holding PWRD

OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Mather Group's PWRD Position: Q3 2026 in Review

Mather Group increased its TCW Transform Systems ETF (PWRD) stake by 5.1% in Q3 2026, buying an estimated $21.9K and bringing the position to 4,120 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Mather Group first reported a position in PWRD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.03M in Q1 2026. 35 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Mather Group held 4,120 shares of TCW Transform Systems ETF worth $433K as of Q3 2026.
  • Mather Group bought 200 TCW Transform Systems ETF shares in Q3 2026, an estimated $21.9K.
  • TCW Transform Systems ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #578 holding.
  • Mather Group first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's TCW Transform Systems ETF position peaked at $1.03M in Q1 2026.
  • 35 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.