CWM
PWRD

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

Contango 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
Q1 		$224K Sell
2,290
-225
-9% -$22.9K 0.26% 51
2025
Q4 		$242K Buy
+2,515
New +$247K 0.27% 36

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 $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
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 $858M AUM 20.52% 1-Year Est. Return

Contango Wealth Management's PWRD Position: Q1 2026 in Review

Contango Wealth Management reduced its TCW Transform Systems ETF (PWRD) stake by 8.9% in Q1 2026, selling an estimated $22.9K and leaving 2,290 shares worth $224K. The position accounts for 0.26% of the portfolio, ranked #51.

Contango Wealth Management first reported a position in PWRD in Q4 2025 and has held it in 2 quarters since. The position peaked at $242K in Q4 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Contango Wealth Management held 2,290 shares of TCW Transform Systems ETF worth $224K as of Q1 2026.
  • Contango Wealth Management sold 225 TCW Transform Systems ETF shares in Q1 2026, an estimated $22.9K.
  • TCW Transform Systems ETF made up 0.26% of Contango Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Contango Wealth Management first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's TCW Transform Systems ETF position peaked at $242K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.