Roberts Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Roberts Wealth 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	$415K	Sell	3,944 -600	-13%	-$65.6K	0.09%	86
2026 Q2	$559K	Hold	4,544	–	–	0.13%	81
2026 Q1	$444K	Hold	4,544	–	–	0.11%	85
2025 Q4	$437K	Hold	4,544	–	–	0.11%	84
2025 Q3	$444K	Hold	4,544	–	–	0.12%	80
2025 Q2	$410K	Hold	4,544	–	–	0.12%	79
2025 Q1	$317K	Hold	4,544	–	–	0.1%	88
2024 Q4	$354K	Hold	4,544	–	–	0.11%	84
2024 Q3	$339K	Hold	4,544	–	–	0.11%	82
2024 Q2	$315K	Hold	4,544	–	–	0.11%	85
2024 Q1	$306K	Buy	+4,544	New	+$279K	0.11%	83
2023 Q4	–	Sell	-4,544	Closed	-$236K	–	90
2023 Q3	$236K	Buy	+4,544	New	+$239K	0.1%	85

Other funds holding PWRD

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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

Roberts Wealth Advisors's PWRD Position: Q3 2026 in Review

Roberts Wealth Advisors reduced its TCW Transform Systems ETF (PWRD) stake by 13% in Q3 2026, selling an estimated $65.6K and leaving 3,944 shares worth $415K. The position accounts for 0.09% of the portfolio, ranked #86.

Roberts Wealth Advisors first reported a position in PWRD in Q3 2023 and has held it in 12 quarters since. The position peaked at $559K in Q2 2026. 134 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Roberts Wealth Advisors held 3,944 shares of TCW Transform Systems ETF worth $415K as of Q3 2026.
Roberts Wealth Advisors sold 600 TCW Transform Systems ETF shares in Q3 2026, an estimated $65.6K.
TCW Transform Systems ETF made up 0.09% of Roberts Wealth Advisors's portfolio in Q3 2026, its #86 holding.
Roberts Wealth Advisors first reported a position in TCW Transform Systems ETF in Q3 2023 and has held it in 12 quarters since.
Roberts Wealth Advisors's TCW Transform Systems ETF position peaked at $559K in Q2 2026.
134 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.