QWP
PWRD

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
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 $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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Quotient Wealth Partners's PWRD Position: Q1 2026 in Review

Quotient Wealth Partners increased its TCW Transform Systems ETF (PWRD) stake by 41% in Q1 2026, buying an estimated $27.6M and bringing the position to 933,031 shares worth $91.2M. The position accounts for 2.4% of the portfolio, ranked #11.

Quotient Wealth Partners first reported a position in PWRD in Q1 2024 and has held it in 9 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Quotient Wealth Partners held 933,031 shares of TCW Transform Systems ETF worth $91.2M as of Q1 2026.
  • Quotient Wealth Partners bought 271,444 TCW Transform Systems ETF shares in Q1 2026, an estimated $27.6M.
  • TCW Transform Systems ETF made up 2.4% of Quotient Wealth Partners's portfolio in Q1 2026, its #11 holding.
  • Quotient Wealth Partners first reported a position in TCW Transform Systems ETF in Q1 2024 and has held it in 9 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.