Prospera Financial Services’s TCW Transform Systems ETF PWRD Stock Holding History

Prospera Financial Services’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 Q3	$3.38M	Buy	+34,675	New	+$3.79M	0.04%	429

Other funds holding PWRD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Prospera Financial Services's PWRD Position: Q3 2026 in Review

Prospera Financial Services opened a new position in TCW Transform Systems ETF (PWRD) in Q3 2026: 34,675 shares worth $3.38M. The stake represents 0.04% of the portfolio and ranks #429 among its holdings.

95 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Prospera Financial Services held 34,675 shares of TCW Transform Systems ETF worth $3.38M as of Q3 2026.
TCW Transform Systems ETF was a new Prospera Financial Services position in Q3 2026.
TCW Transform Systems ETF made up 0.04% of Prospera Financial Services's portfolio in Q3 2026, its #429 holding.
95 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.