VAS
PWRD

Vestmark Advisory Solutions’s TCW Transform Systems ETF PWRD Stock Holding History

Vestmark Advisory Solutions’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
2025
Q3 		– Sell
-625,613
Closed -$56.4M – 1012
2025
Q2 		$56.4M Buy
+625,613
New +$48.3M 0.81% 22

Other funds holding PWRD

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SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Vestmark Advisory Solutions's PWRD Position: Q3 2025 in Review

Vestmark Advisory Solutions sold out of TCW Transform Systems ETF (PWRD) in Q3 2025, closing a stake of 625,613 shares — an estimated $56.4M sold.

Vestmark Advisory Solutions first reported a position in PWRD in Q2 2025 and held it in 1 quarter. The position peaked at $56.4M in Q2 2025. 87 funds tracked by Wall St. Rank hold PWRD as of Q3 2025.

  • Vestmark Advisory Solutions reported no remaining TCW Transform Systems ETF position as of Q3 2025 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 625,613 TCW Transform Systems ETF shares in Q3 2025, an estimated $56.4M.
  • Vestmark Advisory Solutions first reported a position in TCW Transform Systems ETF in Q2 2025 and held it in 1 quarter.
  • Vestmark Advisory Solutions's TCW Transform Systems ETF position peaked at $56.4M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2025.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.