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
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 $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

MGO One Seven's PWRD Position: Q1 2026 in Review

MGO One Seven reduced its TCW Transform Systems ETF (PWRD) stake by 1.3% in Q1 2026, selling an estimated $14.8K and leaving 10,753 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #641.

MGO One Seven first reported a position in PWRD in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2024. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • MGO One Seven held 10,753 shares of TCW Transform Systems ETF worth $1.05M as of Q1 2026.
  • MGO One Seven sold 145 TCW Transform Systems ETF shares in Q1 2026, an estimated $14.8K.
  • TCW Transform Systems ETF made up 0.02% of MGO One Seven's portfolio in Q1 2026, its #641 holding.
  • MGO One Seven first reported a position in TCW Transform Systems ETF in Q2 2024 and has held it in 8 quarters since.
  • MGO One Seven's TCW Transform Systems ETF position peaked at $1.21M in Q2 2024.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.