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
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 $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

MB, Levis & Associates's PWRD Position: Q1 2026 in Review

MB, Levis & Associates reduced its TCW Transform Systems ETF (PWRD) stake by 50% in Q1 2026, selling an estimated $2.55K and leaving 25 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

MB, Levis & Associates first reported a position in PWRD in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.88K in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • MB, Levis & Associates held 25 shares of TCW Transform Systems ETF worth $2.44K as of Q1 2026.
  • MB, Levis & Associates sold 25 TCW Transform Systems ETF shares in Q1 2026, an estimated $2.55K.
  • TCW Transform Systems ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q1 2026, its #205 holding.
  • MB, Levis & Associates first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 3 quarters since.
  • MB, Levis & Associates's TCW Transform Systems ETF position peaked at $4.88K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.