Venture Visionary Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Venture Visionary Partners’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 Q3	$9.45M	Buy	89,843 +2,722	+3%	+$297K	0.25%	107
2026 Q2	$10.7M	Buy	87,121 +4,967	+6%	+$555K	0.3%	91
2026 Q1	$8.03M	Buy	82,154 +489	+0.6%	+$49.8K	0.27%	102
2025 Q4	$7.88M	Buy	81,665 +1,346	+2%	+$132K	0.26%	97
2025 Q3	$7.85M	Buy	80,319 +20,084	+33%	+$1.87M	0.27%	95
2025 Q2	$5.43M	Buy	+60,235	New	+$4.65M	0.2%	116

Other funds holding PWRD

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RWA

Roberts Wealth Advisors Palo Alto, California $445M AUM 20.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Venture Visionary Partners's PWRD Position: Q3 2026 in Review

Venture Visionary Partners increased its TCW Transform Systems ETF (PWRD) stake by 3.1% in Q3 2026, buying an estimated $297K and bringing the position to 89,843 shares worth $9.45M. The position accounts for 0.25% of the portfolio, ranked #107.

Venture Visionary Partners first reported a position in PWRD in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.7M in Q2 2026. 11 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Venture Visionary Partners held 89,843 shares of TCW Transform Systems ETF worth $9.45M as of Q3 2026.
Venture Visionary Partners bought 2,722 TCW Transform Systems ETF shares in Q3 2026, an estimated $297K.
TCW Transform Systems ETF made up 0.25% of Venture Visionary Partners's portfolio in Q3 2026, its #107 holding.
Venture Visionary Partners first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 6 quarters since.
Venture Visionary Partners's TCW Transform Systems ETF position peaked at $10.7M in Q2 2026.
11 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.