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 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 $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Roberts Wealth Advisors's PWRD Position: Q1 2026 in Review

Roberts Wealth Advisors held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 4,544 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #85.

Roberts Wealth Advisors first reported a position in PWRD in Q3 2023 and has held it in 10 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Roberts Wealth Advisors held 4,544 shares of TCW Transform Systems ETF worth $444K as of Q1 2026.
Roberts Wealth Advisors left its TCW Transform Systems ETF share count unchanged in Q1 2026.
TCW Transform Systems ETF made up 0.11% of Roberts Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Roberts Wealth Advisors first reported a position in TCW Transform Systems ETF in Q3 2023 and has held it in 10 quarters since.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.