Quotient Wealth Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Quotient Wealth Partners’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	$116M	Buy	944,060 +11,029	+1%	+$1.23M	2.74%	11
2026 Q1	$91.2M	Buy	933,031 +271,444	+41%	+$27.6M	2.4%	11
2025 Q4	$63.6M	Buy	661,587 +646,383	+4,251%	+$63.5M	1.69%	18
2025 Q3	$1.49M	Sell	15,204 -397	-3%	-$36.9K	0.04%	96
2025 Q2	$1.41M	Buy	15,601 +1,709	+12%	+$132K	0.04%	98
2025 Q1	$969K	Buy	13,892 +852	+7%	+$64.5K	0.03%	110
2024 Q4	$946K	Buy	13,040 +4,623	+55%	+$348K	0.03%	107
2024 Q3	$622K	Buy	8,417 +2,065	+33%	+$143K	0.02%	154
2024 Q2	$433K	Sell	6,352 -737	-10%	-$50.9K	0.02%	189
2024 Q1	$485K	Buy	+7,089	New	+$435K	0.02%	173

Other funds holding PWRD

DWM

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Quotient Wealth Partners's PWRD Position: Q2 2026 in Review

Quotient Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 1.2% in Q2 2026, buying an estimated $1.23M and bringing the position to 944,060 shares worth $116M. The position accounts for 2.74% of the portfolio, ranked #11.

Quotient Wealth Partners first reported a position in PWRD in Q1 2024 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Quotient Wealth Partners held 944,060 shares of TCW Transform Systems ETF worth $116M as of Q2 2026.
Quotient Wealth Partners bought 11,029 TCW Transform Systems ETF shares in Q2 2026, an estimated $1.23M.
TCW Transform Systems ETF made up 2.74% of Quotient Wealth Partners's portfolio in Q2 2026, its #11 holding.
Quotient Wealth Partners first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.