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 Q3	$312K	Sell	2,964 -20	-0.7%	-$2.18K	0.19%	125
2026 Q2	$367K	Hold	2,984	–	–	0.23%	117
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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

Argyle Capital Partners's PWRD Position: Q3 2026 in Review

Argyle Capital Partners reduced its TCW Transform Systems ETF (PWRD) stake by 0.67% in Q3 2026, selling an estimated $2.18K and leaving 2,964 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #125.

Argyle Capital Partners first reported a position in PWRD in Q4 2024 and has held it in 8 quarters since. The position peaked at $367K in Q2 2026. 55 funds tracked by Wall St. Rank hold PWRD as of Q3 2026.

Argyle Capital Partners held 2,964 shares of TCW Transform Systems ETF worth $312K as of Q3 2026.
Argyle Capital Partners sold 20 TCW Transform Systems ETF shares in Q3 2026, an estimated $2.18K.
TCW Transform Systems ETF made up 0.19% of Argyle Capital Partners's portfolio in Q3 2026, its #125 holding.
Argyle Capital Partners first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's TCW Transform Systems ETF position peaked at $367K in Q2 2026.
55 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.