SPL
PWRD

Smart Portfolios LLC’s TCW Transform Systems ETF PWRD Stock Holding History

Smart Portfolios LLC’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 		$2.73M Buy
27,966
+596
+2% +$60.7K 2.73% 6
2025
Q4 		$2.63M Buy
27,370
+2,765
+11% +$272K 2.62% 8
2025
Q3 		$2.4M Sell
24,605
-763
-3% -$70.9K 2.32% 10
2025
Q2 		$2.29M Sell
25,368
-723
-3% -$55.8K 2.3% 9
2025
Q1 		$1.82M Buy
26,091
+474
+2% +$35.9K 1.98% 10
2024
Q4 		$1.86M Buy
25,617
+13,923
+119% +$1.05M 1.95% 12
2024
Q3 		$865K Sell
11,694
-349
-3% -$24.1K 0.88% 34
2024
Q2 		$821K Buy
12,043
+3,099
+35% +$214K 0.83% 39
2024
Q1 		$612K Sell
8,944
-154
-2% -$9.46K 0.65% 44
2023
Q4 		$547K Sell
9,098
-1,023
-10% -$54.3K 0.64% 43
2023
Q3 		$518K Sell
10,121
-344
-3% -$18.1K 0.93% 25
2023
Q2 		$548K Buy
10,465
+425
+4% +$21.1K 0.96% 24
2023
Q1 		$500K Buy
10,040
+73
+0.7% +$3.59K 0.88% 29
2022
Q4 		$472K Buy
+9,967
New +$488K 0.94% 30

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

Smart Portfolios LLC's PWRD Position: Q1 2026 in Review

Smart Portfolios LLC increased its TCW Transform Systems ETF (PWRD) stake by 2.2% in Q1 2026, buying an estimated $60.7K and bringing the position to 27,966 shares worth $2.73M. The position accounts for 2.73% of the portfolio, ranked #6.

Smart Portfolios LLC first reported a position in PWRD in Q4 2022 and has held it in 14 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Smart Portfolios LLC held 27,966 shares of TCW Transform Systems ETF worth $2.73M as of Q1 2026.
  • Smart Portfolios LLC bought 596 TCW Transform Systems ETF shares in Q1 2026, an estimated $60.7K.
  • TCW Transform Systems ETF made up 2.73% of Smart Portfolios LLC's portfolio in Q1 2026, its #6 holding.
  • Smart Portfolios LLC first reported a position in TCW Transform Systems ETF in Q4 2022 and has held it in 14 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.