SPIA
PWRD

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
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

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

Steward Partners Investment Advisory's PWRD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its TCW Transform Systems ETF (PWRD) stake by 15% in Q1 2026, buying an estimated $308K and bringing the position to 22,938 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #814.

Steward Partners Investment Advisory first reported a position in PWRD in Q3 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Steward Partners Investment Advisory held 22,938 shares of TCW Transform Systems ETF worth $2.24M as of Q1 2026.
  • Steward Partners Investment Advisory bought 3,026 TCW Transform Systems ETF shares in Q1 2026, an estimated $308K.
  • TCW Transform Systems ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #814 holding.
  • Steward Partners Investment Advisory first reported a position in TCW Transform Systems ETF in Q3 2024 and has held it in 7 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.