Capital Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

Capital Wealth Management’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	$1.96M	Buy	15,969 +826	+5%	+$92.2K	0.47%	22
2026 Q1	$1.48M	Buy	15,143 +1,456	+11%	+$148K	0.4%	22
2025 Q4	$1.32M	Buy	13,687 +2,088	+18%	+$205K	0.43%	23
2025 Q3	$1.13M	Buy	11,599 +1,268	+12%	+$118K	0.39%	23
2025 Q2	$932K	Buy	10,331 +2,876	+39%	+$222K	0.35%	25
2025 Q1	$520K	Buy	7,455 +1,560	+26%	+$118K	0.22%	31
2024 Q4	$428K	Buy	+5,895	New	+$443K	0.18%	34

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

Capital Wealth Management's PWRD Position: Q2 2026 in Review

Capital Wealth Management increased its TCW Transform Systems ETF (PWRD) stake by 5.5% in Q2 2026, buying an estimated $92.2K and bringing the position to 15,969 shares worth $1.96M. The position accounts for 0.47% of the portfolio, ranked #22.

Capital Wealth Management 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.

Capital Wealth Management held 15,969 shares of TCW Transform Systems ETF worth $1.96M as of Q2 2026.
Capital Wealth Management bought 826 TCW Transform Systems ETF shares in Q2 2026, an estimated $92.2K.
TCW Transform Systems ETF made up 0.47% of Capital Wealth Management's portfolio in Q2 2026, its #22 holding.
Capital Wealth Management 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 Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.