Osaic Holdings
PWRD

Osaic Holdings’s TCW Transform Systems ETF PWRD Stock Holding History

Osaic Holdings’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 		$286K Buy
2,923
+558
+24% +$56.8K ﹤0.01% 3846
2025
Q4 		$227K Buy
2,365
+1,144
+94% +$112K ﹤0.01% 4040
2025
Q3 		$118K Sell
1,221
-17
-1% -$1.58K ﹤0.01% 4646
2025
Q2 		$112K Buy
1,238
+1,167
+1,644% +$90.1K ﹤0.01% 4418
2025
Q1 		$4.95K Sell
71
-1,193
-94% -$90.2K ﹤0.01% 6182
2024
Q4 		$91.7K Sell
1,264
-5
-0.4% -$376 ﹤0.01% 4235
2024
Q3 		$93.8K Buy
1,269
+192
+18% +$13.3K ﹤0.01% 4270
2024
Q2 		$73.5K Buy
+1,077
New +$74.4K ﹤0.01% 4371

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

Osaic Holdings's PWRD Position: Q1 2026 in Review

Osaic Holdings increased its TCW Transform Systems ETF (PWRD) stake by 24% in Q1 2026, buying an estimated $56.8K and bringing the position to 2,923 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3846.

Osaic Holdings first reported a position in PWRD in Q2 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Osaic Holdings held 2,923 shares of TCW Transform Systems ETF worth $286K as of Q1 2026.
  • Osaic Holdings bought 558 TCW Transform Systems ETF shares in Q1 2026, an estimated $56.8K.
  • TCW Transform Systems ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3846 holding.
  • Osaic Holdings first reported a position in TCW Transform Systems ETF in Q2 2024 and has held it in 8 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.