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 Q2	$214M	Sell	1,739,131 -368,091	-17%	-$41.1M	3.29%	7
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 $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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sagespring Wealth Partners's PWRD Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its TCW Transform Systems ETF (PWRD) stake by 17% in Q2 2026, selling an estimated $41.1M and leaving 1,739,131 shares worth $214M. The position accounts for 3.29% of the portfolio, ranked #7.

Sagespring Wealth Partners first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. The position peaked at $226M in Q3 2025. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Sagespring Wealth Partners held 1,739,131 shares of TCW Transform Systems ETF worth $214M as of Q2 2026.
Sagespring Wealth Partners sold 368,091 TCW Transform Systems ETF shares in Q2 2026, an estimated $41.1M.
TCW Transform Systems ETF made up 3.29% of Sagespring Wealth Partners's portfolio in Q2 2026, its #7 holding.
Sagespring Wealth Partners first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's TCW Transform Systems ETF position peaked at $226M in Q3 2025.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.