MB, Levis & Associates
PWRD icon

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
Q3 		$2.63K Sell
25
-5
-17% -$546 ﹤0.01% 213
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

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Centerline Wealth Advisors
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Venture Visionary Partners
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Albion Financial Group
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Cyndeo Wealth Partners
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BIP Wealth
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MB, Levis & Associates's PWRD Position: Q3 2026 in Review

MB, Levis & Associates reduced its TCW Transform Systems ETF (PWRD) stake by 17% in Q3 2026, selling an estimated $546 and leaving 25 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

MB, Levis & Associates first reported a position in PWRD in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.88K in Q3 2025. 39 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • MB, Levis & Associates held 25 shares of TCW Transform Systems ETF worth $2.63K as of Q3 2026.
  • MB, Levis & Associates sold 5 TCW Transform Systems ETF shares in Q3 2026, an estimated $546.
  • TCW Transform Systems ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #213 holding.
  • MB, Levis & Associates first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 5 quarters since.
  • MB, Levis & Associates's TCW Transform Systems ETF position peaked at $4.88K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.