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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
Q2 		$2.46M Buy
20,034
+1,405
+8% +$157K 0.3% 24
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 $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sloy Dahl & Holst's PWRD Position: Q2 2026 in Review

Sloy Dahl & Holst increased its TCW Transform Systems ETF (PWRD) stake by 7.5% in Q2 2026, buying an estimated $157K and bringing the position to 20,034 shares worth $2.46M. The position accounts for 0.3% of the portfolio, ranked #24.

Sloy Dahl & Holst first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Sloy Dahl & Holst held 20,034 shares of TCW Transform Systems ETF worth $2.46M as of Q2 2026.
  • Sloy Dahl & Holst bought 1,405 TCW Transform Systems ETF shares in Q2 2026, an estimated $157K.
  • TCW Transform Systems ETF made up 0.3% of Sloy Dahl & Holst's portfolio in Q2 2026, its #24 holding.
  • Sloy Dahl & Holst first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.