RW
PWRD

REDW Wealth’s TCW Transform Systems ETF PWRD Stock Holding History

REDW Wealth’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 		$326K Hold
3,337
– – 0.13% 83
2025
Q4 		$321K Hold
3,337
– – 0.12% 81
2025
Q3 		$326K Sell
3,337
-787
-19% -$73.1K 0.12% 81
2025
Q2 		$372K Sell
4,124
-466
-10% -$36K 0.15% 69
2025
Q1 		$320K Buy
4,590
+245
+6% +$18.5K 0.12% 74
2024
Q4 		$315K Sell
4,345
-2,803
-39% -$211K 0.11% 75
2024
Q3 		$528K Buy
7,148
+1,789
+33% +$124K 0.14% 83
2024
Q2 		$366K Buy
+5,359
New +$370K 0.1% 109

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

REDW Wealth's PWRD Position: Q1 2026 in Review

REDW Wealth held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 3,337 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #83.

REDW Wealth first reported a position in PWRD in Q2 2024 and has held it in 8 quarters since. The position peaked at $528K in Q3 2024. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • REDW Wealth held 3,337 shares of TCW Transform Systems ETF worth $326K as of Q1 2026.
  • REDW Wealth left its TCW Transform Systems ETF share count unchanged in Q1 2026.
  • TCW Transform Systems ETF made up 0.13% of REDW Wealth's portfolio in Q1 2026, its #83 holding.
  • REDW Wealth first reported a position in TCW Transform Systems ETF in Q2 2024 and has held it in 8 quarters since.
  • REDW Wealth's TCW Transform Systems ETF position peaked at $528K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.