TFC Financial Management’s TCW Transform Systems ETF PWRD Stock Holding History

TFC Financial Management’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	$1.48M	Sell	15,145 -2,146	-12%	-$219K	0.18%	42
2025 Q4	$1.66M	Hold	17,291	–	–	0.21%	37
2025 Q3	$1.69M	Hold	17,291	–	–	0.22%	36
2025 Q2	$1.56M	Sell	17,291 -305	-2%	-$23.5K	0.21%	35
2025 Q1	$1.23M	Sell	17,596 -1,580	-8%	-$120K	0.19%	40
2024 Q4	$1.39M	Sell	19,176 -81	-0.4%	-$6.09K	0.22%	36
2024 Q3	$1.42M	Sell	19,257 -6,889	-26%	-$476K	0.23%	36
2024 Q2	$1.78M	Sell	26,146 -1,304	-5%	-$90.1K	0.31%	28
2024 Q1	$1.88M	Sell	27,450 -13,668	-33%	-$840K	0.33%	29
2023 Q4	$2.33M	Sell	41,118 -49,420	-55%	-$2.62M	0.47%	23
2023 Q3	$4.63M	Sell	90,538 -3,285	-4%	-$173K	1.11%	12
2023 Q2	$4.91M	Buy	93,823 +995	+1%	+$49.4K	1.21%	9
2023 Q1	$4.62M	Buy	92,828 +9,315	+11%	+$458K	1.19%	11
2022 Q4	$3.96M	Buy	+83,513	New	+$4.09M	1.14%	15

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

TFC Financial Management's PWRD Position: Q1 2026 in Review

TFC Financial Management reduced its TCW Transform Systems ETF (PWRD) stake by 12% in Q1 2026, selling an estimated $219K and leaving 15,145 shares worth $1.48M. The position accounts for 0.18% of the portfolio, ranked #42.

TFC Financial Management first reported a position in PWRD in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.91M in Q2 2023. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

TFC Financial Management held 15,145 shares of TCW Transform Systems ETF worth $1.48M as of Q1 2026.
TFC Financial Management sold 2,146 TCW Transform Systems ETF shares in Q1 2026, an estimated $219K.
TCW Transform Systems ETF made up 0.18% of TFC Financial Management's portfolio in Q1 2026, its #42 holding.
TFC Financial Management first reported a position in TCW Transform Systems ETF in Q4 2022 and has held it in 14 quarters since.
TFC Financial Management's TCW Transform Systems ETF position peaked at $4.91M in Q2 2023.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.