ACP
PWRD

Argyle Capital Partners’s TCW Transform Systems ETF PWRD Stock Holding History

Argyle Capital Partners’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 		$292K Sell
2,984
-212
-7% -$21.6K 0.21% 123
2025
Q4 		$307K Hold
3,196
– – 0.22% 114
2025
Q3 		$312K Hold
3,196
– – 0.22% 125
2025
Q2 		$288K Hold
3,196
– – 0.24% 114
2025
Q1 		$223K Hold
3,196
– – 0.19% 125
2024
Q4 		$232K Buy
+3,196
New +$240K 0.2% 123

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

Argyle Capital Partners's PWRD Position: Q1 2026 in Review

Argyle Capital Partners reduced its TCW Transform Systems ETF (PWRD) stake by 6.6% in Q1 2026, selling an estimated $21.6K and leaving 2,984 shares worth $292K. The position accounts for 0.21% of the portfolio, ranked #123.

Argyle Capital Partners first reported a position in PWRD in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q3 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Argyle Capital Partners held 2,984 shares of TCW Transform Systems ETF worth $292K as of Q1 2026.
  • Argyle Capital Partners sold 212 TCW Transform Systems ETF shares in Q1 2026, an estimated $21.6K.
  • TCW Transform Systems ETF made up 0.21% of Argyle Capital Partners's portfolio in Q1 2026, its #123 holding.
  • Argyle Capital Partners first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 6 quarters since.
  • Argyle Capital Partners's TCW Transform Systems ETF position peaked at $312K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.