SEIA
PWRD

Signature Estate & Investment Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Signature Estate & Investment Advisors’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 		$279K Buy
2,273
+200
+10% +$22.3K 0.01% 564
2026
Q1 		$203K Buy
+2,073
New +$211K ﹤0.01% 626

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

Signature Estate & Investment Advisors's PWRD Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its TCW Transform Systems ETF (PWRD) stake by 9.6% in Q2 2026, buying an estimated $22.3K and bringing the position to 2,273 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #564.

Signature Estate & Investment Advisors first reported a position in PWRD in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,273 shares of TCW Transform Systems ETF worth $279K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 200 TCW Transform Systems ETF shares in Q2 2026, an estimated $22.3K.
  • TCW Transform Systems ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #564 holding.
  • Signature Estate & Investment Advisors first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.