TC
PWRD

TownSquare Capital’s TCW Transform Systems ETF PWRD Stock Holding History

TownSquare Capital’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
2025
Q2 		– Sell
-7,934
Closed -$553K – 1681
2025
Q1 		$553K Sell
7,934
-6,213
-44% -$470K 0.01% 1086
2024
Q4 		$1.03M Buy
14,147
+504
+4% +$37.9K 0.01% 760
2024
Q3 		$1.01M Buy
13,643
+345
+3% +$23.8K 0.01% 719
2024
Q2 		$907K Buy
13,298
+3,327
+33% +$230K 0.01% 696
2024
Q1 		$682K Buy
9,971
+563
+6% +$34.6K 0.01% 761
2023
Q4 		$534K Buy
9,408
+419
+5% +$22.2K 0.01% 767
2023
Q3 		$460K Buy
8,989
+2,042
+29% +$107K 0.01% 787
2023
Q2 		$364K Buy
6,947
+434
+7% +$21.5K 0.01% 852
2023
Q1 		$324K Buy
+6,513
New +$321K 0.01% 814

Other funds holding PWRD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

TownSquare Capital's PWRD Position: Q2 2025 in Review

TownSquare Capital sold out of TCW Transform Systems ETF (PWRD) in Q2 2025, closing a stake of 7,934 shares — an estimated $553K sold.

TownSquare Capital first reported a position in PWRD in Q1 2023 and held it in 9 quarters. The position peaked at $1.03M in Q4 2024. 68 funds tracked by Wall St. Rank hold PWRD as of Q2 2025.

  • TownSquare Capital reported no remaining TCW Transform Systems ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 7,934 TCW Transform Systems ETF shares in Q2 2025, an estimated $553K.
  • TownSquare Capital first reported a position in TCW Transform Systems ETF in Q1 2023 and held it in 9 quarters.
  • TownSquare Capital's TCW Transform Systems ETF position peaked at $1.03M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.