PWRD TCW ETF TRUST

Ownership history in UNIQUE WEALTH, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, LLC reported a position in TCW ETF TRUST (PWRD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.62% (2025 Q3)
Avg. % of fund
1.7%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 167,324 -15,660 -8.6% 2.25% $16.1M $96.16
2025 Q3 ADDED 182,984 +27,229 +17.5% 2.62% $17.9M $97.69
2025 Q2 ADDED 155,755 +30,278 +24.1% 2.27% $14.0M $90.17
2025 Q1 ADDED 125,477 +67,711 +117.2% 1.65% $8.8M $69.61
2024 Q4 ADDED 57,766 +25,216 +77.5% 0.87% $4.2M $72.38
2024 Q3 INITIATED 32,550 0.55% $2.4M $73.67
% of Fund (quarterly)    PWRD price (monthly, adj. close)
← Back to UNIQUE WEALTH, LLC Holdings