SFG
PWRD

SageGuard Financial Group’s TCW Transform Systems ETF PWRD Stock Holding History

SageGuard Financial Group’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 		$207K Buy
+1,684
New +$188K 0.03% 204

Other funds holding PWRD

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return

SageGuard Financial Group's PWRD Position: Q2 2026 in Review

SageGuard Financial Group opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 1,684 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

87 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • SageGuard Financial Group held 1,684 shares of TCW Transform Systems ETF worth $207K as of Q2 2026.
  • TCW Transform Systems ETF was a new SageGuard Financial Group position in Q2 2026.
  • TCW Transform Systems ETF made up 0.03% of SageGuard Financial Group's portfolio in Q2 2026, its #204 holding.
  • 87 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.