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 Q3	$1.42M	Hold	13,540	–	–	0.16%	41
2026 Q2	$1.66M	Sell	13,540 -1,605	-11%	-$179K	0.18%	42
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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TFC Financial Management's PWRD Position: Q3 2026 in Review

TFC Financial Management held its TCW Transform Systems ETF (PWRD) position steady in Q3 2026 at 13,540 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #41.

TFC Financial Management first reported a position in PWRD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.91M in Q2 2023. 97 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

TFC Financial Management held 13,540 shares of TCW Transform Systems ETF worth $1.42M as of Q3 2026.
TFC Financial Management left its TCW Transform Systems ETF share count unchanged in Q3 2026.
TCW Transform Systems ETF made up 0.16% of TFC Financial Management's portfolio in Q3 2026, its #41 holding.
TFC Financial Management first reported a position in TCW Transform Systems ETF in Q4 2022 and has held it in 16 quarters since.
TFC Financial Management's TCW Transform Systems ETF position peaked at $4.91M in Q2 2023.
97 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.