MLA
PWRD

MB, Levis & Associates’s TCW Transform Systems ETF PWRD Stock Holding History

MB, Levis & Associates’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 		$3.69K Buy
30
+5
+20% +$558 ﹤0.01% 212
2026
Q1 		$2.44K Sell
25
-25
-50% -$2.55K ﹤0.01% 205
2025
Q4 		$4.81K Hold
50
– – ﹤0.01% 184
2025
Q3 		$4.88K Buy
+50
New +$4.65K ﹤0.01% 180

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MB, Levis & Associates's PWRD Position: Q2 2026 in Review

MB, Levis & Associates increased its TCW Transform Systems ETF (PWRD) stake by 20% in Q2 2026, buying an estimated $558 and bringing the position to 30 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

MB, Levis & Associates first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.88K in Q3 2025. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • MB, Levis & Associates held 30 shares of TCW Transform Systems ETF worth $3.69K as of Q2 2026.
  • MB, Levis & Associates bought 5 TCW Transform Systems ETF shares in Q2 2026, an estimated $558.
  • TCW Transform Systems ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #212 holding.
  • MB, Levis & Associates first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • MB, Levis & Associates's TCW Transform Systems ETF position peaked at $4.88K in Q3 2025.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.