Rational Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Rational Advisors’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	$2M	Buy	+19,000	New	+$2.08M	0.19%	70

Other funds holding PWRD

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

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

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Rational Advisors's PWRD Position: Q3 2026 in Review

Rational Advisors opened a new position in TCW Transform Systems ETF (PWRD) in Q3 2026: 19,000 shares worth $2M. The stake represents 0.19% of the portfolio and ranks #70 among its holdings.

83 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Rational Advisors held 19,000 shares of TCW Transform Systems ETF worth $2M as of Q3 2026.
TCW Transform Systems ETF was a new Rational Advisors position in Q3 2026.
TCW Transform Systems ETF made up 0.19% of Rational Advisors's portfolio in Q3 2026, its #70 holding.
83 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Rational Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.