OSAM
PWRD

O'Shaughnessy Asset Management’s TCW Transform Systems ETF PWRD Stock Holding History

O'Shaughnessy Asset 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
Q1 		$323K Buy
+3,306
New +$337K ﹤0.01% 1745

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

O'Shaughnessy Asset Management's PWRD Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in TCW Transform Systems ETF (PWRD) in Q1 2026: 3,306 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings.

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

  • O'Shaughnessy Asset Management held 3,306 shares of TCW Transform Systems ETF worth $323K as of Q1 2026.
  • TCW Transform Systems ETF was a new O'Shaughnessy Asset Management position in Q1 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1745 holding.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.