NL
PWRD

NorthAvenue LLC’s TCW Transform Systems ETF PWRD Stock Holding History

NorthAvenue LLC’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 		$15.7K Buy
+128
New +$14.3K 0.01% 121

Other funds holding PWRD

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
DWM
DecisionMap Wealth Management Great Falls, Virginia $179M AUM 17.96% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

NorthAvenue LLC's PWRD Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 128 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #121 among its holdings.

28 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • NorthAvenue LLC held 128 shares of TCW Transform Systems ETF worth $15.7K as of Q2 2026.
  • TCW Transform Systems ETF was a new NorthAvenue LLC position in Q2 2026.
  • TCW Transform Systems ETF made up 0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #121 holding.
  • 28 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.