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 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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

QWP

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Argyle Capital Partners's PWRD Position: Q2 2026 in Review

Argyle Capital Partners held its TCW Transform Systems ETF (PWRD) position steady in Q2 2026 at 2,984 shares worth $367K. The position accounts for 0.23% of the portfolio, ranked #117.

Argyle Capital Partners first reported a position in PWRD in Q4 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold PWRD as of Q2 2026.

Argyle Capital Partners held 2,984 shares of TCW Transform Systems ETF worth $367K as of Q2 2026.
Argyle Capital Partners left its TCW Transform Systems ETF share count unchanged in Q2 2026.
TCW Transform Systems ETF made up 0.23% of Argyle Capital Partners's portfolio in Q2 2026, its #117 holding.
Argyle Capital Partners first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.