Quotient Wealth Partners
PWRD icon

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
Q3 		$108M Buy
1,029,294
+85,234
+9% +$9.31M 2.51% 13
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% +$64.4K 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

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Quotient Wealth Partners's PWRD Position: Q3 2026 in Review

Quotient Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 9% in Q3 2026, buying an estimated $9.31M and bringing the position to 1,029,294 shares worth $108M. The position accounts for 2.51% of the portfolio, ranked #13.

Quotient Wealth Partners first reported a position in PWRD in Q1 2024 and has held it in 11 quarters since. The position peaked at $116M in Q2 2026. 134 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Quotient Wealth Partners held 1,029,294 shares of TCW Transform Systems ETF worth $108M as of Q3 2026.
  • Quotient Wealth Partners bought 85,234 TCW Transform Systems ETF shares in Q3 2026, an estimated $9.31M.
  • TCW Transform Systems ETF made up 2.51% of Quotient Wealth Partners's portfolio in Q3 2026, its #13 holding.
  • Quotient Wealth Partners first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 11 quarters since.
  • Quotient Wealth Partners's TCW Transform Systems ETF position peaked at $116M in Q2 2026.
  • 134 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Quotient Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.