Raymond James Financial
PWRD

Raymond James Financial’s TCW Transform Systems ETF PWRD Stock Holding History

Raymond James Financial’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 		$40.6M Buy
415,473
+160,674
+63% +$16.4M 0.01% 990
2025
Q4 		$24.5M Buy
254,799
+27,607
+12% +$2.71M 0.01% 1300
2025
Q3 		$22.2M Buy
227,192
+202,477
+819% +$18.8M 0.01% 1344
2025
Q2 		$2.23M Buy
24,715
+10,070
+69% +$777K ﹤0.01% 2993
2025
Q1 		$1.02M Buy
14,645
+1,846
+14% +$140K ﹤0.01% 3472
2024
Q4 		$929K Buy
+12,799
New +$962K ﹤0.01% 3498

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
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Raymond James Financial's PWRD Position: Q1 2026 in Review

Raymond James Financial increased its TCW Transform Systems ETF (PWRD) stake by 63% in Q1 2026, buying an estimated $16.4M and bringing the position to 415,473 shares worth $40.6M. The position accounts for 0.01% of the portfolio, ranked #990.

Raymond James Financial first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Raymond James Financial held 415,473 shares of TCW Transform Systems ETF worth $40.6M as of Q1 2026.
  • Raymond James Financial bought 160,674 TCW Transform Systems ETF shares in Q1 2026, an estimated $16.4M.
  • TCW Transform Systems ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #990 holding.
  • Raymond James Financial first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.