Oppenheimer & Co
PWRD icon

Oppenheimer & Co’s TCW Transform Systems ETF PWRD Stock Holding History

Oppenheimer & Co’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
Q3 		$267K Sell
2,537
-135
-5% -$14.8K ﹤0.01% 1490
2026
Q2 		$329K Buy
2,672
+595
+29% +$66.4K ﹤0.01% 1440
2026
Q1 		$203K Buy
+2,077
New +$212K ﹤0.01% 1569

Other funds holding PWRD

OpenArc Corporate Advisory
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Oppenheimer & Co's PWRD Position: Q3 2026 in Review

Oppenheimer & Co reduced its TCW Transform Systems ETF (PWRD) stake by 5.1% in Q3 2026, selling an estimated $14.8K and leaving 2,537 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Oppenheimer & Co first reported a position in PWRD in Q1 2026 and has held it in 3 quarters since. The position peaked at $329K in Q2 2026. 85 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Oppenheimer & Co held 2,537 shares of TCW Transform Systems ETF worth $267K as of Q3 2026.
  • Oppenheimer & Co sold 135 TCW Transform Systems ETF shares in Q3 2026, an estimated $14.8K.
  • TCW Transform Systems ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1490 holding.
  • Oppenheimer & Co first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 3 quarters since.
  • Oppenheimer & Co's TCW Transform Systems ETF position peaked at $329K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.