SCS Capital Management’s TCW Transform Systems ETF PWRD Stock Holding History

SCS Capital Management’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	$389K	Hold	3,161	–	–	﹤0.01%	393
2026 Q1	$309K	Buy	3,161 +88	+3%	+$8.96K	﹤0.01%	407
2025 Q4	$295K	Hold	3,073	–	–	﹤0.01%	431
2025 Q3	$300K	Hold	3,073	–	–	﹤0.01%	448
2025 Q2	$277K	Hold	3,073	–	–	﹤0.01%	476
2025 Q1	$214K	Buy	+3,073	New	+$232K	﹤0.01%	484

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

SCS Capital Management's PWRD Position: Q2 2026 in Review

SCS Capital Management held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 3,161 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

SCS Capital Management first reported a position in PWRD in Q1 2025 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

SCS Capital Management held 3,161 shares of TCW Transform Systems ETF worth $389K as of Q2 2026.
SCS Capital Management left its TCW Transform Systems ETF share count unchanged in Q2 2026.
TCW Transform Systems ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #393 holding.
SCS Capital Management first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.