PWP
PWRD

Principle Wealth Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Principle Wealth 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 		$8.1M Buy
82,829
+34,852
+73% +$3.55M 0.46% 50
2025
Q4 		$4.61M Buy
47,977
+33,767
+238% +$3.32M 0.26% 75
2025
Q3 		$1.39M Buy
14,210
+10,010
+238% +$930K 0.08% 143
2025
Q2 		$379K Hold
4,200
– – 0.02% 268
2025
Q1 		$293K Buy
+4,200
New +$318K 0.02% 291

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

Principle Wealth Partners's PWRD Position: Q1 2026 in Review

Principle Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 73% in Q1 2026, buying an estimated $3.55M and bringing the position to 82,829 shares worth $8.1M. The position accounts for 0.46% of the portfolio, ranked #50.

Principle Wealth Partners first reported a position in PWRD in Q1 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Principle Wealth Partners held 82,829 shares of TCW Transform Systems ETF worth $8.1M as of Q1 2026.
  • Principle Wealth Partners bought 34,852 TCW Transform Systems ETF shares in Q1 2026, an estimated $3.55M.
  • TCW Transform Systems ETF made up 0.46% of Principle Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • Principle Wealth Partners first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.