MOS
PWRD

MGO One Seven’s TCW Transform Systems ETF PWRD Stock Holding History

MGO One Seven’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 		$1.41M Buy
11,432
+679
+6% +$75.8K 0.02% 615
2026
Q1 		$1.05M Sell
10,753
-145
-1% -$14.8K 0.02% 641
2025
Q4 		$1.05M Buy
10,898
+92
+0.9% +$9.04K 0.02% 628
2025
Q3 		$1.06M Buy
10,806
+2,282
+27% +$212K 0.02% 568
2025
Q2 		$769K Buy
8,524
+2,043
+32% +$158K 0.02% 572
2025
Q1 		$452K Sell
6,481
-6,071
-48% -$459K 0.02% 660
2024
Q4 		$911K Sell
12,552
-450
-3% -$33.8K 0.03% 458
2024
Q3 		$961K Sell
13,002
-4,756
-27% -$329K 0.04% 416
2024
Q2 		$1.21M Buy
+17,758
New +$1.23M 0.06% 335

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

MGO One Seven's PWRD Position: Q2 2026 in Review

MGO One Seven increased its TCW Transform Systems ETF (PWRD) stake by 6.3% in Q2 2026, buying an estimated $75.8K and bringing the position to 11,432 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #615.

MGO One Seven first reported a position in PWRD in Q2 2024 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • MGO One Seven held 11,432 shares of TCW Transform Systems ETF worth $1.41M as of Q2 2026.
  • MGO One Seven bought 679 TCW Transform Systems ETF shares in Q2 2026, an estimated $75.8K.
  • TCW Transform Systems ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #615 holding.
  • MGO One Seven first reported a position in TCW Transform Systems ETF in Q2 2024 and has held it in 9 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.