TS Financial Group (TSFG)’s TCW Transform Systems ETF PWRD Stock Holding History

TS Financial Group (TSFG)’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	$2.55M	Sell	20,738 -260	-1%	-$29K	0.32%	51
2026 Q1	$2.05M	Buy	20,998 +420	+2%	+$42.8K	0.31%	52
2025 Q4	$1.98M	Sell	20,578 -20,995	-51%	-$2.06M	0.3%	54
2025 Q3	$4.06M	Sell	41,573 -4,758	-10%	-$442K	0.65%	37
2025 Q2	$4.18M	Buy	+46,331	New	+$3.58M	0.76%	35

Other funds holding PWRD

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

TS Financial Group (TSFG)'s PWRD Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its TCW Transform Systems ETF (PWRD) stake by 1.2% in Q2 2026, selling an estimated $29K and leaving 20,738 shares worth $2.55M. The position accounts for 0.32% of the portfolio, ranked #51.

TS Financial Group (TSFG) first reported a position in PWRD in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.18M in Q2 2025. 55 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

TS Financial Group (TSFG) held 20,738 shares of TCW Transform Systems ETF worth $2.55M as of Q2 2026.
TS Financial Group (TSFG) sold 260 TCW Transform Systems ETF shares in Q2 2026, an estimated $29K.
TCW Transform Systems ETF made up 0.32% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #51 holding.
TS Financial Group (TSFG) first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 5 quarters since.
TS Financial Group (TSFG)'s TCW Transform Systems ETF position peaked at $4.18M in Q2 2025.
55 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.