T
PWRD

Tidemark’s TCW Transform Systems ETF PWRD Stock Holding History

Tidemark’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 		$29K Hold
236
– – 0.01% 371
2026
Q1 		$23.1K Hold
236
– – 0.01% 347
2025
Q4 		$22.7K Hold
236
– – 0.01% 322
2025
Q3 		$23.1K Hold
236
– – 0.01% 337
2025
Q2 		$21.3K Buy
+236
New +$18.2K 0.01% 355

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

Tidemark's PWRD Position: Q2 2026 in Review

Tidemark held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 236 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #371.

Tidemark first reported a position in PWRD in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Tidemark held 236 shares of TCW Transform Systems ETF worth $29K as of Q2 2026.
  • Tidemark left its TCW Transform Systems ETF share count unchanged in Q2 2026.
  • TCW Transform Systems ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #371 holding.
  • Tidemark first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.