WAM
PWRD

WealthTrust Asset Management’s TCW Transform Systems ETF PWRD Stock Holding History

WealthTrust Asset Management’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 		$231K Buy
2,361
+122
+5% +$12.4K 0.14% 79
2025
Q4 		$215K Hold
2,239
– – 0.15% 73
2025
Q3 		$219K Buy
+2,239
New +$208K 0.15% 71

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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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

WealthTrust Asset Management's PWRD Position: Q1 2026 in Review

WealthTrust Asset Management increased its TCW Transform Systems ETF (PWRD) stake by 5.4% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,361 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #79.

WealthTrust Asset Management first reported a position in PWRD in Q3 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • WealthTrust Asset Management held 2,361 shares of TCW Transform Systems ETF worth $231K as of Q1 2026.
  • WealthTrust Asset Management bought 122 TCW Transform Systems ETF shares in Q1 2026, an estimated $12.4K.
  • TCW Transform Systems ETF made up 0.14% of WealthTrust Asset Management's portfolio in Q1 2026, its #79 holding.
  • WealthTrust Asset Management first reported a position in TCW Transform Systems ETF in Q3 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.