Steward Partners Investment Advisory’s TCW Transform Systems ETF PWRD Stock Holding History

Steward Partners Investment Advisory’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	$3.43M	Buy	27,896 +4,958	+22%	+$554K	0.02%	699
2026 Q1	$2.24M	Buy	22,938 +3,026	+15%	+$308K	0.01%	814
2025 Q4	$1.91M	Buy	19,912 +5,768	+41%	+$567K	0.01%	801
2025 Q3	$1.38M	Buy	14,144 +5,107	+57%	+$475K	0.01%	915
2025 Q2	$815K	Sell	9,037 -217	-2%	-$16.8K	0.01%	1071
2025 Q1	$645K	Buy	9,254 +1,530	+20%	+$116K	0.01%	1111
2024 Q4	$561K	Buy	7,724 +6,469	+515%	+$486K	0.01%	1100
2024 Q3	$92.8K	Buy	+1,255	New	+$86.7K	﹤0.01%	1917

Other funds holding PWRD

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steward Partners Investment Advisory's PWRD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its TCW Transform Systems ETF (PWRD) stake by 22% in Q2 2026, buying an estimated $554K and bringing the position to 27,896 shares worth $3.43M. The position accounts for 0.02% of the portfolio, ranked #699.

Steward Partners Investment Advisory first reported a position in PWRD in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Steward Partners Investment Advisory held 27,896 shares of TCW Transform Systems ETF worth $3.43M as of Q2 2026.
Steward Partners Investment Advisory bought 4,958 TCW Transform Systems ETF shares in Q2 2026, an estimated $554K.
TCW Transform Systems ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #699 holding.
Steward Partners Investment Advisory first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 8 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.