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 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Roberts Wealth Advisors's PWRD Position: Q2 2026 in Review

Roberts Wealth Advisors held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 4,544 shares worth $559K. The position accounts for 0.13% of the portfolio, ranked #81.

Roberts Wealth Advisors first reported a position in PWRD in Q3 2023 and has held it in 11 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Roberts Wealth Advisors held 4,544 shares of TCW Transform Systems ETF worth $559K as of Q2 2026.
Roberts Wealth Advisors left its TCW Transform Systems ETF share count unchanged in Q2 2026.
TCW Transform Systems ETF made up 0.13% of Roberts Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Roberts Wealth Advisors first reported a position in TCW Transform Systems ETF in Q3 2023 and has held it in 11 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.