Tucker Asset Management’s TCW Transform Systems ETF PWRD Stock Holding History

Tucker Asset Management’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	$15K	Sell	122 -26	-18%	-$2.9K	﹤0.01%	324
2026 Q1	$14.5K	Buy	+148	New	+$15.1K	﹤0.01%	283

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tucker Asset Management's PWRD Position: Q2 2026 in Review

Tucker Asset Management reduced its TCW Transform Systems ETF (PWRD) stake by 18% in Q2 2026, selling an estimated $2.9K and leaving 122 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Tucker Asset Management first reported a position in PWRD in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Tucker Asset Management held 122 shares of TCW Transform Systems ETF worth $15K as of Q2 2026.
Tucker Asset Management sold 26 TCW Transform Systems ETF shares in Q2 2026, an estimated $2.9K.
TCW Transform Systems ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #324 holding.
Tucker Asset Management first reported a position in TCW Transform Systems ETF in Q1 2026 and has held it in 2 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.