SDH
PWRD

Sloy Dahl & Holst’s TCW Transform Systems ETF PWRD Stock Holding History

Sloy Dahl & Holst’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 		$1.82M Buy
18,629
+1,234
+7% +$126K 0.25% 27
2025
Q4 		$1.67M Buy
17,395
+1,370
+9% +$135K 0.2% 29
2025
Q3 		$1.57M Buy
16,025
+708
+5% +$65.8K 0.17% 30
2025
Q2 		$1.38M Buy
15,317
+2,035
+15% +$157K 0.19% 34
2025
Q1 		$926K Buy
13,282
+10,372
+356% +$785K 0.16% 41
2024
Q4 		$211K Buy
+2,910
New +$219K 0.03% 98

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Sloy Dahl & Holst's PWRD Position: Q1 2026 in Review

Sloy Dahl & Holst increased its TCW Transform Systems ETF (PWRD) stake by 7.1% in Q1 2026, buying an estimated $126K and bringing the position to 18,629 shares worth $1.82M. The position accounts for 0.25% of the portfolio, ranked #27.

Sloy Dahl & Holst first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Sloy Dahl & Holst held 18,629 shares of TCW Transform Systems ETF worth $1.82M as of Q1 2026.
  • Sloy Dahl & Holst bought 1,234 TCW Transform Systems ETF shares in Q1 2026, an estimated $126K.
  • TCW Transform Systems ETF made up 0.25% of Sloy Dahl & Holst's portfolio in Q1 2026, its #27 holding.
  • Sloy Dahl & Holst first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Sloy Dahl & Holst's 13F filing for Q1 2026, filed 14 May 2026.