WWA
PWRD

WCG Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

WCG Wealth Advisors’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 		$35.6M Buy
363,898
+4,059
+1% +$413K 1% 22
2025
Q4 		$34.6M Buy
359,839
+236,974
+193% +$23.3M 0.97% 24
2025
Q3 		$12M Sell
122,865
-35,824
-23% -$3.33M 0.75% 37
2025
Q2 		$14.3M Buy
+158,689
New +$12.2M 0.93% 29

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WCG Wealth Advisors's PWRD Position: Q1 2026 in Review

WCG Wealth Advisors increased its TCW Transform Systems ETF (PWRD) stake by 1.1% in Q1 2026, buying an estimated $413K and bringing the position to 363,898 shares worth $35.6M. The position accounts for 1% of the portfolio, ranked #22.

WCG Wealth Advisors first reported a position in PWRD in Q2 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • WCG Wealth Advisors held 363,898 shares of TCW Transform Systems ETF worth $35.6M as of Q1 2026.
  • WCG Wealth Advisors bought 4,059 TCW Transform Systems ETF shares in Q1 2026, an estimated $413K.
  • TCW Transform Systems ETF made up 1% of WCG Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • WCG Wealth Advisors first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.