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 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

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

Venture Visionary Partners's PWRD Position: Q2 2026 in Review

Venture Visionary Partners increased its TCW Transform Systems ETF (PWRD) stake by 6% in Q2 2026, buying an estimated $555K and bringing the position to 87,121 shares worth $10.7M. The position accounts for 0.3% of the portfolio, ranked #91.

Venture Visionary Partners first reported a position in PWRD in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Venture Visionary Partners held 87,121 shares of TCW Transform Systems ETF worth $10.7M as of Q2 2026.
Venture Visionary Partners bought 4,967 TCW Transform Systems ETF shares in Q2 2026, an estimated $555K.
TCW Transform Systems ETF made up 0.3% of Venture Visionary Partners's portfolio in Q2 2026, its #91 holding.
Venture Visionary Partners first reported a position in TCW Transform Systems ETF in Q2 2025 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 Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.