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

Amplius 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
Q3 		$576K Buy
5,475
+3,758
+219% +$411K 0.04% 126
2026
Q2 		$211K Buy
+1,717
New +$192K 0.02% 203

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OpenArc Corporate Advisory
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Amplius Wealth Advisors's PWRD Position: Q3 2026 in Review

Amplius Wealth Advisors increased its TCW Transform Systems ETF (PWRD) stake by 219% in Q3 2026, buying an estimated $411K and bringing the position to 5,475 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #126.

Amplius Wealth Advisors first reported a position in PWRD in Q2 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

  • Amplius Wealth Advisors held 5,475 shares of TCW Transform Systems ETF worth $576K as of Q3 2026.
  • Amplius Wealth Advisors bought 3,758 TCW Transform Systems ETF shares in Q3 2026, an estimated $411K.
  • TCW Transform Systems ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #126 holding.
  • Amplius Wealth Advisors first reported a position in TCW Transform Systems ETF in Q2 2026 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.