TH
PWRD

TCTC Holdings’s TCW Transform Systems ETF PWRD Stock Holding History

TCTC Holdings’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 		– Sell
-1
Closed -$95 – 608
2025
Q4 		$95 Hold
1
– – ﹤0.01% 616
2025
Q3 		$96 Hold
1
– – ﹤0.01% 613
2025
Q2 		$89 Hold
1
– – ﹤0.01% 645
2025
Q1 		$69 Hold
1
– – ﹤0.01% 683
2024
Q4 		$71 Hold
1
– – ﹤0.01% 715
2024
Q3 		$73 Sell
1
-298
-100% -$20.6K ﹤0.01% 527
2024
Q2 		$20.4K Hold
299
– – ﹤0.01% 400
2024
Q1 		$20.5K Hold
299
– – ﹤0.01% 383
2023
Q4 		$17K Hold
299
– – ﹤0.01% 390
2023
Q3 		$15.3K Hold
299
– – ﹤0.01% 342
2023
Q2 		$15.6K Buy
+299
New +$14.8K ﹤0.01% 338

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

TCTC Holdings's PWRD Position: Q1 2026 in Review

TCTC Holdings sold out of TCW Transform Systems ETF (PWRD) in Q1 2026, closing a stake of 1 share — an estimated $95 sold.

TCTC Holdings first reported a position in PWRD in Q2 2023 and held it in 11 quarters. The position peaked at $20.5K in Q1 2024. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • TCTC Holdings reported no remaining TCW Transform Systems ETF position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 1 TCW Transform Systems ETF share in Q1 2026, an estimated $95.
  • TCTC Holdings first reported a position in TCW Transform Systems ETF in Q2 2023 and held it in 11 quarters.
  • TCTC Holdings's TCW Transform Systems ETF position peaked at $20.5K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.