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
Q1 		$203K Buy
+2,077
New +$212K ﹤0.01% 1569

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Oppenheimer & Co's PWRD Position: Q1 2026 in Review

Oppenheimer & Co opened a new position in TCW Transform Systems ETF (PWRD) in Q1 2026: 2,077 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings.

124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Oppenheimer & Co held 2,077 shares of TCW Transform Systems ETF worth $203K as of Q1 2026.
  • TCW Transform Systems ETF was a new Oppenheimer & Co position in Q1 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1569 holding.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.