SLP
PWRD

Storen Legacy Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Storen Legacy Partners’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 		$8.39M Sell
68,225
-20,594
-23% -$2.3M 2.29% 16
2026
Q1 		$8.68M Buy
+88,819
New +$9.05M 2.72% 13

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

Storen Legacy Partners's PWRD Position: Q2 2026 in Review

Storen Legacy Partners reduced its TCW Transform Systems ETF (PWRD) stake by 23% in Q2 2026, selling an estimated $2.3M and leaving 68,225 shares worth $8.39M. The position accounts for 2.29% of the portfolio, ranked #16.

Storen Legacy Partners first reported a position in PWRD in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.68M in Q1 2026. 141 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Storen Legacy Partners held 68,225 shares of TCW Transform Systems ETF worth $8.39M as of Q2 2026.
  • Storen Legacy Partners sold 20,594 TCW Transform Systems ETF shares in Q2 2026, an estimated $2.3M.
  • TCW Transform Systems ETF made up 2.29% of Storen Legacy Partners's portfolio in Q2 2026, its #16 holding.
  • Storen Legacy Partners first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 2 quarters since.
  • Storen Legacy Partners's TCW Transform Systems ETF position peaked at $8.68M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Storen Legacy Partners's 13F filing for Q2 2026, filed 17 Jul 2026.