PCIG
PWRD

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

Partners Capital Investment Group’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 		$10.3M Hold
105,340
– – 0.39% 36
2025
Q4 		$10.1M Hold
105,340
– – 0.38% 36
2025
Q3 		$10.3M Buy
105,340
+37,635
+56% +$3.5M 0.41% 37
2025
Q2 		$6.1M Buy
+67,705
New +$5.23M 0.24% 47

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

Partners Capital Investment Group's PWRD Position: Q1 2026 in Review

Partners Capital Investment Group held its TCW Transform Systems ETF (PWRD) position steady in Q1 2026 at 105,340 shares worth $10.3M. The position accounts for 0.39% of the portfolio, ranked #36.

Partners Capital Investment Group first reported a position in PWRD in Q2 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Partners Capital Investment Group held 105,340 shares of TCW Transform Systems ETF worth $10.3M as of Q1 2026.
  • Partners Capital Investment Group left its TCW Transform Systems ETF share count unchanged in Q1 2026.
  • TCW Transform Systems ETF made up 0.39% of Partners Capital Investment Group's portfolio in Q1 2026, its #36 holding.
  • Partners Capital Investment Group first reported a position in TCW Transform Systems ETF in Q2 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

Based on Partners Capital Investment Group's 13F filing for Q1 2026, filed 12 May 2026.