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 Q2	$18.8M	Buy	152,553 +69,724	+84%	+$7.78M	0.93%	22
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 $13.5B AUM 21.55% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principle Wealth Partners's PWRD Position: Q2 2026 in Review

Principle Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 84% in Q2 2026, buying an estimated $7.78M and bringing the position to 152,553 shares worth $18.8M. The position accounts for 0.93% of the portfolio, ranked #22.

Principle Wealth Partners first reported a position in PWRD in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Principle Wealth Partners held 152,553 shares of TCW Transform Systems ETF worth $18.8M as of Q2 2026.
Principle Wealth Partners bought 69,724 TCW Transform Systems ETF shares in Q2 2026, an estimated $7.78M.
TCW Transform Systems ETF made up 0.93% of Principle Wealth Partners's portfolio in Q2 2026, its #22 holding.
Principle Wealth Partners first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.