RF
PWRD

rebel Financial’s TCW Transform Systems ETF PWRD Stock Holding History

rebel 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 		– Sell
-5,785
Closed -$556K – 69
2025
Q4 		$556K Buy
+5,785
New +$568K 0.24% 50
2025
Q3 		– Sell
-6,177
Closed -$574K – 48
2025
Q2 		$557K Buy
+6,177
New +$477K 0.25% 47

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
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

rebel Financial's PWRD Position: Q1 2026 in Review

rebel Financial sold out of TCW Transform Systems ETF (PWRD) in Q1 2026, closing a stake of 5,785 shares — an estimated $556K sold.

rebel Financial first reported a position in PWRD in Q2 2025 and held it in 2 quarters. The position peaked at $557K in Q2 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • rebel Financial reported no remaining TCW Transform Systems ETF position as of Q1 2026 after selling out during the quarter.
  • rebel Financial sold 5,785 TCW Transform Systems ETF shares in Q1 2026, an estimated $556K.
  • rebel Financial first reported a position in TCW Transform Systems ETF in Q2 2025 and held it in 2 quarters.
  • rebel Financial's TCW Transform Systems ETF position peaked at $557K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.