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 Q3	$1.04M	Buy	9,925 +85	+0.9%	+$9.29K	0.49%	51
2026 Q2	$1.21M	Sell	9,840 -1,317	-12%	-$147K	0.66%	36
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

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

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

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Traveka Wealth Los Altos, California $324M AUM 18.67% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

PUREfi Wealth's PWRD Position: Q3 2026 in Review

PUREfi Wealth increased its TCW Transform Systems ETF (PWRD) stake by 0.86% in Q3 2026, buying an estimated $9.29K and bringing the position to 9,925 shares worth $1.04M. The position accounts for 0.49% of the portfolio, ranked #51.

PUREfi Wealth first reported a position in PWRD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 30 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

PUREfi Wealth held 9,925 shares of TCW Transform Systems ETF worth $1.04M as of Q3 2026.
PUREfi Wealth bought 85 TCW Transform Systems ETF shares in Q3 2026, an estimated $9.29K.
TCW Transform Systems ETF made up 0.49% of PUREfi Wealth's portfolio in Q3 2026, its #51 holding.
PUREfi Wealth first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 8 quarters since.
PUREfi Wealth's TCW Transform Systems ETF position peaked at $1.21M in Q2 2026.
30 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.