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Engine No 1 Etf Trust shares owned by DWM Financial Group

Quarter-by-quarter ownership of Engine No 1 Etf Trust (PWRD) shares owned by DWM Financial Group from 13F filings

Historical chart of DWM Financial Group investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by DWM Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by DWM Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.2M 65k 96.16

More positions owned by DWM Financial Group

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
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John Hancock Exchange Traded Multifactor Mi (JHMM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)
Tcw Etf Trust Trans Syste Etf (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
First Ban (FBNC)
Grayscale Coindesk Crypto Usd Shs (GDLC)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Apple (AAPL)
Patrick Industries (PATK)

View all positions for DWM Financial Group

Top funds holding Engine No 1 Etf Trust

Dynasty Wealth Management
Jpmorgan Chase & Co
Sagespring Wealth Partners
OpenArc Corporate Advisory
Quotient Wealth Partners
LPL Financial
Raymond James Financial
Wells Fargo & Company
WCG Wealth Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Aspiriant
Principle Wealth Partners
Procyon Private Wealth Partners
Mariner Wealth Advisors

View all funds holding Engine No 1 Etf Trust