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 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 $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

SCS Capital Management's PWRD Position: Q1 2026 in Review

SCS Capital Management increased its TCW Transform Systems ETF (PWRD) stake by 2.9% in Q1 2026, buying an estimated $8.96K and bringing the position to 3,161 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

SCS Capital Management first reported a position in PWRD in Q1 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

SCS Capital Management held 3,161 shares of TCW Transform Systems ETF worth $309K as of Q1 2026.
SCS Capital Management bought 88 TCW Transform Systems ETF shares in Q1 2026, an estimated $8.96K.
TCW Transform Systems ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q1 2026, its #407 holding.
SCS Capital Management first reported a position in TCW Transform Systems ETF in Q1 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.