TW
PWRD

Traveka Wealth’s TCW Transform Systems ETF PWRD Stock Holding History

Traveka Wealth’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 		$980K Buy
7,974
+98
+1% +$10.9K 0.33% 62
2026
Q1 		$770K Buy
7,876
+1,002
+15% +$102K 0.29% 67
2025
Q4 		$661K Buy
6,874
+2,529
+58% +$248K 0.27% 71
2025
Q3 		$424K Buy
+4,345
New +$404K 0.19% 90

Other funds holding PWRD

SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Traveka Wealth's PWRD Position: Q2 2026 in Review

Traveka Wealth increased its TCW Transform Systems ETF (PWRD) stake by 1.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 7,974 shares worth $980K. The position accounts for 0.33% of the portfolio, ranked #62.

Traveka Wealth first reported a position in PWRD in Q3 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

  • Traveka Wealth held 7,974 shares of TCW Transform Systems ETF worth $980K as of Q2 2026.
  • Traveka Wealth bought 98 TCW Transform Systems ETF shares in Q2 2026, an estimated $10.9K.
  • TCW Transform Systems ETF made up 0.33% of Traveka Wealth's portfolio in Q2 2026, its #62 holding.
  • Traveka Wealth first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.