UBS Group’s TCW Transform Systems ETF PWRD Stock Holding History

UBS Group’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 Q1	–	Sell	-1,296	Closed	-$125K	–	11511
2025 Q4	$125K	Buy	+1,296	New	+$127K	﹤0.01%	6798
2025 Q2	–	Sell	-1,048	Closed	-$73.1K	–	11101
2025 Q1	$73.1K	Buy	+1,048	New	+$79.3K	﹤0.01%	7293
2022 Q4	–	Sell	-296	Closed	-$14K	–	11241
2022 Q3	$14K	Sell	296 -873	-75%	-$42.7K	﹤0.01%	7940
2022 Q2	$51K	Buy	+1,169	New	+$56.9K	﹤0.01%	5897

Other funds holding PWRD

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

UBS Group's PWRD Position: Q1 2026 in Review

UBS Group sold out of TCW Transform Systems ETF (PWRD) in Q1 2026, closing a stake of 1,296 shares — an estimated $125K sold.

UBS Group first reported a position in PWRD in Q2 2022 and held it in 4 quarters. The position peaked at $125K in Q4 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

UBS Group reported no remaining TCW Transform Systems ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 1,296 TCW Transform Systems ETF shares in Q1 2026, an estimated $125K.
UBS Group first reported a position in TCW Transform Systems ETF in Q2 2022 and held it in 4 quarters.
UBS Group's TCW Transform Systems ETF position peaked at $125K in Q4 2025.
124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.