Stifel Financial
PWRD

Stifel Financial’s TCW Transform Systems ETF PWRD Stock Holding History

Stifel Financial’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 		$8.23M Buy
66,930
+19,305
+41% +$2.16M 0.01% 1135
2026
Q1 		$4.66M Buy
47,625
+28,992
+156% +$2.95M ﹤0.01% 1391
2025
Q4 		$1.79M Buy
18,633
+14,635
+366% +$1.44M ﹤0.01% 2008
2025
Q3 		$391K Buy
+3,998
New +$372K ﹤0.01% 2953

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

Stifel Financial's PWRD Position: Q2 2026 in Review

Stifel Financial increased its TCW Transform Systems ETF (PWRD) stake by 41% in Q2 2026, buying an estimated $2.16M and bringing the position to 66,930 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #1135.

Stifel Financial first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Stifel Financial held 66,930 shares of TCW Transform Systems ETF worth $8.23M as of Q2 2026.
  • Stifel Financial bought 19,305 TCW Transform Systems ETF shares in Q2 2026, an estimated $2.16M.
  • TCW Transform Systems ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1135 holding.
  • Stifel Financial first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.