MEG
PWRD

Millstone Evans Group’s TCW Transform Systems ETF PWRD Stock Holding History

Millstone Evans Group’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 		$1.81M Buy
14,734
+2,572
+21% +$287K 0.98% 18
2026
Q1 		$1.19M Buy
12,162
+1,273
+12% +$130K 0.71% 24
2025
Q4 		$1.05M Sell
10,889
-155
-1% -$15.2K 0.62% 27
2025
Q3 		$1.08M Buy
11,044
+463
+4% +$43K 0.69% 22
2025
Q2 		$954K Buy
10,581
+201
+2% +$15.5K 0.65% 29
2025
Q1 		$724K Sell
10,380
-347
-3% -$26.2K 0.49% 40
2024
Q4 		$778K Buy
+10,727
New +$807K 0.53% 38

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Millstone Evans Group's PWRD Position: Q2 2026 in Review

Millstone Evans Group increased its TCW Transform Systems ETF (PWRD) stake by 21% in Q2 2026, buying an estimated $287K and bringing the position to 14,734 shares worth $1.81M. The position accounts for 0.98% of the portfolio, ranked #18.

Millstone Evans Group first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Millstone Evans Group held 14,734 shares of TCW Transform Systems ETF worth $1.81M as of Q2 2026.
  • Millstone Evans Group bought 2,572 TCW Transform Systems ETF shares in Q2 2026, an estimated $287K.
  • TCW Transform Systems ETF made up 0.98% of Millstone Evans Group's portfolio in Q2 2026, its #18 holding.
  • Millstone Evans Group first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.