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
Q2 		$2.59M Buy
21,043
+14,125
+204% +$1.58M 0.01% 896
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 $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

&Partners's PWRD Position: Q2 2026 in Review

&Partners increased its TCW Transform Systems ETF (PWRD) stake by 204% in Q2 2026, buying an estimated $1.58M and bringing the position to 21,043 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #896.

&Partners first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • &Partners held 21,043 shares of TCW Transform Systems ETF worth $2.59M as of Q2 2026.
  • &Partners bought 14,125 TCW Transform Systems ETF shares in Q2 2026, an estimated $1.58M.
  • TCW Transform Systems ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #896 holding.
  • &Partners first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.