PTC
PWRD

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
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

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

Private Trust Company's PWRD Position: Q1 2026 in Review

Private Trust Company reduced its TCW Transform Systems ETF (PWRD) stake by 3.8% in Q1 2026, selling an estimated $1.32K and leaving 327 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Private Trust Company first reported a position in PWRD in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.2K in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Private Trust Company held 327 shares of TCW Transform Systems ETF worth $32K as of Q1 2026.
  • Private Trust Company sold 13 TCW Transform Systems ETF shares in Q1 2026, an estimated $1.32K.
  • TCW Transform Systems ETF made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1490 holding.
  • Private Trust Company first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 4 quarters since.
  • Private Trust Company's TCW Transform Systems ETF position peaked at $33.2K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.