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Toth Financial Advisory’s TCW Transform Systems ETF PWRD Stock Holding History

Toth Financial Advisory’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 		$5.37K Hold
51
– – ﹤0.01% 661
2026
Q2 		$6.27K Buy
+51
New +$5.69K ﹤0.01% 631

Other funds holding PWRD

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RWA
Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's PWRD Position: Q3 2026 in Review

Toth Financial Advisory held its TCW Transform Systems ETF (PWRD) position steady in Q3 2026 at 51 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Toth Financial Advisory first reported a position in PWRD in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.27K in Q2 2026. 11 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Toth Financial Advisory held 51 shares of TCW Transform Systems ETF worth $5.37K as of Q3 2026.
  • Toth Financial Advisory left its TCW Transform Systems ETF share count unchanged in Q3 2026.
  • TCW Transform Systems ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #661 holding.
  • Toth Financial Advisory first reported a position in TCW Transform Systems ETF in Q2 2026 and has held it in 2 quarters since.
  • Toth Financial Advisory's TCW Transform Systems ETF position peaked at $6.27K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.