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 Q2	$41.7M	Sell	339,471 -24,427	-7%	-$2.73M	0.99%	21
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 $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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WCG Wealth Advisors's PWRD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its TCW Transform Systems ETF (PWRD) stake by 6.7% in Q2 2026, selling an estimated $2.73M and leaving 339,471 shares worth $41.7M. The position accounts for 0.99% of the portfolio, ranked #21.

WCG Wealth Advisors 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.

WCG Wealth Advisors held 339,471 shares of TCW Transform Systems ETF worth $41.7M as of Q2 2026.
WCG Wealth Advisors sold 24,427 TCW Transform Systems ETF shares in Q2 2026, an estimated $2.73M.
TCW Transform Systems ETF made up 0.99% of WCG Wealth Advisors's portfolio in Q2 2026, its #21 holding.
WCG Wealth Advisors 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 WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.