PW
PWRD

PUREfi Wealth’s TCW Transform Systems ETF PWRD Stock Holding History

PUREfi Wealth’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 		$1.09M Buy
11,157
+2,621
+31% +$267K 0.71% 32
2025
Q4 		$821K Sell
8,536
-1,163
-12% -$114K 0.63% 41
2025
Q3 		$948K Buy
9,699
+301
+3% +$28K 0.73% 37
2025
Q2 		$847K Buy
9,398
+3,788
+68% +$292K 0.68% 42
2025
Q1 		$391K Buy
5,610
+551
+11% +$41.7K 0.39% 74
2024
Q4 		$367K Buy
+5,059
New +$380K 0.36% 74

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

PUREfi Wealth's PWRD Position: Q1 2026 in Review

PUREfi Wealth increased its TCW Transform Systems ETF (PWRD) stake by 31% in Q1 2026, buying an estimated $267K and bringing the position to 11,157 shares worth $1.09M. The position accounts for 0.71% of the portfolio, ranked #32.

PUREfi Wealth first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • PUREfi Wealth held 11,157 shares of TCW Transform Systems ETF worth $1.09M as of Q1 2026.
  • PUREfi Wealth bought 2,621 TCW Transform Systems ETF shares in Q1 2026, an estimated $267K.
  • TCW Transform Systems ETF made up 0.71% of PUREfi Wealth's portfolio in Q1 2026, its #32 holding.
  • PUREfi Wealth first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.