P
PWRD

&Partners’s TCW Transform Systems ETF PWRD Stock Holding History

&Partners’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 		$718K Buy
6,918
+1,975
+40% +$201K ﹤0.01% 1485
2025
Q4 		$475K Buy
4,943
+175
+4% +$17.2K ﹤0.01% 1635
2025
Q3 		$466K Buy
+4,768
New +$443K ﹤0.01% 1491

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

&Partners's PWRD Position: Q1 2026 in Review

&Partners increased its TCW Transform Systems ETF (PWRD) stake by 40% in Q1 2026, buying an estimated $201K and bringing the position to 6,918 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

&Partners first reported a position in PWRD in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • &Partners held 6,918 shares of TCW Transform Systems ETF worth $718K as of Q1 2026.
  • &Partners bought 1,975 TCW Transform Systems ETF shares in Q1 2026, an estimated $201K.
  • TCW Transform Systems ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1485 holding.
  • &Partners first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.