Sagespring Wealth Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Sagespring Wealth Partners’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	$206M	Sell	2,107,222 -245,147	-10%	-$25M	3.76%	7
2025 Q4	$193M	Sell	2,352,369 -307,140	-12%	-$30.2M	3.5%	6
2025 Q3	$226M	Buy	2,659,509 +415,122	+18%	+$38.6M	4.42%	5
2025 Q2	$202M	Buy	2,244,387 +82,494	+4%	+$6.37M	4.36%	5
2025 Q1	$151M	Buy	2,161,893 +256,007	+13%	+$19.4M	3.8%	6
2024 Q4	$138M	Buy	+1,905,886	New	+$143M	3.65%	6

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sagespring Wealth Partners's PWRD Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its TCW Transform Systems ETF (PWRD) stake by 10% in Q1 2026, selling an estimated $25M and leaving 2,107,222 shares worth $206M. The position accounts for 3.76% of the portfolio, ranked #7.

Sagespring Wealth Partners first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. The position peaked at $226M in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

Sagespring Wealth Partners held 2,107,222 shares of TCW Transform Systems ETF worth $206M as of Q1 2026.
Sagespring Wealth Partners sold 245,147 TCW Transform Systems ETF shares in Q1 2026, an estimated $25M.
TCW Transform Systems ETF made up 3.76% of Sagespring Wealth Partners's portfolio in Q1 2026, its #7 holding.
Sagespring Wealth Partners first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's TCW Transform Systems ETF position peaked at $226M in Q3 2025.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.