Private Trust Company’s TCW Transform Systems ETF PWRD Stock Holding History

Private Trust Company’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	$57.5K	Buy	468 +141	+43%	+$15.7K	﹤0.01%	1312
2026 Q1	$32K	Sell	327 -13	-4%	-$1.32K	﹤0.01%	1490
2025 Q4	$32.7K	Hold	340	–	–	﹤0.01%	1442
2025 Q3	$33.2K	Hold	340	–	–	﹤0.01%	1430
2025 Q2	$30.7K	Buy	+340	New	+$26.2K	﹤0.01%	1401

Other funds holding PWRD

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

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Private Trust Company's PWRD Position: Q2 2026 in Review

Private Trust Company increased its TCW Transform Systems ETF (PWRD) stake by 43% in Q2 2026, buying an estimated $15.7K and bringing the position to 468 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Private Trust Company first reported a position in PWRD in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Private Trust Company held 468 shares of TCW Transform Systems ETF worth $57.5K as of Q2 2026.
Private Trust Company bought 141 TCW Transform Systems ETF shares in Q2 2026, an estimated $15.7K.
TCW Transform Systems ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1312 holding.
Private Trust Company first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.