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 Q2	$164K	Buy	+1,330	New	+$148K	﹤0.01%	6904
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 $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

UBS Group's PWRD Position: Q2 2026 in Review

UBS Group opened a new position in TCW Transform Systems ETF (PWRD) in Q2 2026: 1,330 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #6904 among its holdings. This is a return to the name: UBS Group previously reported a position in PWRD as recently as Q4 2025.

UBS Group first reported a position in PWRD in Q2 2022 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

UBS Group held 1,330 shares of TCW Transform Systems ETF worth $164K as of Q2 2026.
TCW Transform Systems ETF was a new UBS Group position in Q2 2026.
TCW Transform Systems ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6904 holding.
UBS Group first reported a position in TCW Transform Systems ETF in Q2 2022 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.