PS
PWRD

Principal Securities’s TCW Transform Systems ETF PWRD Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-275
Closed -$26.9K – 3695
2025
Q3 		$26.9K Hold
275
– – ﹤0.01% 2259
2025
Q2 		$24.8K Buy
+275
New +$21.2K ﹤0.01% 2218

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
VU
Valence8 US Cambridge, Massachusetts $286M AUM 22.37% 1-Year Est. Return

Principal Securities's PWRD Position: Q4 2025 in Review

Principal Securities sold out of TCW Transform Systems ETF (PWRD) in Q4 2025, closing a stake of 275 shares — an estimated $26.9K sold.

Principal Securities first reported a position in PWRD in Q2 2025 and held it in 2 quarters. The position peaked at $26.9K in Q3 2025. 110 funds tracked by Wall St. Rank hold PWRD as of Q4 2025.

  • Principal Securities reported no remaining TCW Transform Systems ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 275 TCW Transform Systems ETF shares in Q4 2025, an estimated $26.9K.
  • Principal Securities first reported a position in TCW Transform Systems ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's TCW Transform Systems ETF position peaked at $26.9K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.