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One Capital Management’s TCW Transform Systems ETF PWRD Stock Holding History

One Capital Management’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 		$306K Hold
3,134
– – 0.01% 455
2026
Q1 		$306K Sell
3,134
-2,769
-47% -$282K 0.01% 454
2025
Q4 		$568K Buy
5,903
+3,134
+113% +$308K 0.02% 369
2025
Q3 		$271K Buy
+2,769
New +$257K 0.01% 435

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

One Capital Management's PWRD Position: Q2 2026 in Review

One Capital Management held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 3,134 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #455.

One Capital Management first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q4 2025. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • One Capital Management held 3,134 shares of TCW Transform Systems ETF worth $306K as of Q2 2026.
  • One Capital Management left its TCW Transform Systems ETF share count unchanged in Q2 2026.
  • TCW Transform Systems ETF made up 0.01% of One Capital Management's portfolio in Q2 2026, its #455 holding.
  • One Capital Management first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • One Capital Management's TCW Transform Systems ETF position peaked at $568K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.