TG
PWRD

TCW Group’s TCW Transform Systems ETF PWRD Stock Holding History

TCW Group’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 		$7.93M Buy
64,528
+25,302
+65% +$2.82M 0.05% 168
2026
Q1 		$3.83M Buy
39,226
+10,404
+36% +$1.06M 0.03% 212
2025
Q4 		$2.77M Buy
28,822
+18,604
+182% +$1.83M 0.02% 247
2025
Q3 		$998K Buy
10,218
+201
+2% +$18.7K 0.01% 215
2025
Q2 		$903K Sell
10,017
-70
-0.7% -$5.4K 0.01% 308
2025
Q1 		$704K Hold
10,087
– – 0.01% 323
2024
Q4 		$732K Buy
+10,087
New +$758K 0.01% 320

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

TCW Group's PWRD Position: Q2 2026 in Review

TCW Group increased its TCW Transform Systems ETF (PWRD) stake by 65% in Q2 2026, buying an estimated $2.82M and bringing the position to 64,528 shares worth $7.93M. The position accounts for 0.05% of the portfolio, ranked #168.

TCW Group first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • TCW Group held 64,528 shares of TCW Transform Systems ETF worth $7.93M as of Q2 2026.
  • TCW Group bought 25,302 TCW Transform Systems ETF shares in Q2 2026, an estimated $2.82M.
  • TCW Transform Systems ETF made up 0.05% of TCW Group's portfolio in Q2 2026, its #168 holding.
  • TCW Group first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.