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
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 $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

TCW Group's PWRD Position: Q1 2026 in Review

TCW Group increased its TCW Transform Systems ETF (PWRD) stake by 36% in Q1 2026, buying an estimated $1.06M and bringing the position to 39,226 shares worth $3.83M. The position accounts for 0.03% of the portfolio, ranked #212.

TCW Group first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • TCW Group held 39,226 shares of TCW Transform Systems ETF worth $3.83M as of Q1 2026.
  • TCW Group bought 10,404 TCW Transform Systems ETF shares in Q1 2026, an estimated $1.06M.
  • TCW Transform Systems ETF made up 0.03% of TCW Group's portfolio in Q1 2026, its #212 holding.
  • TCW Group first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.