OC
PWRD

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
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

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

Oppenheimer & Co's PWRD Position: Q2 2026 in Review

Oppenheimer & Co increased its TCW Transform Systems ETF (PWRD) stake by 29% in Q2 2026, buying an estimated $66.4K and bringing the position to 2,672 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Oppenheimer & Co first reported a position in PWRD in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Oppenheimer & Co held 2,672 shares of TCW Transform Systems ETF worth $329K as of Q2 2026.
  • Oppenheimer & Co bought 595 TCW Transform Systems ETF shares in Q2 2026, an estimated $66.4K.
  • TCW Transform Systems ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1440 holding.
  • Oppenheimer & Co first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.