AE Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

AE Wealth Management’s Portfolio FLXR Stock Details FLXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,294	Closed	-$131K	–	2569
2025 Q3	$131K	Buy	3,294 +58	+2%	+$2.3K	﹤0.01%	1492
2025 Q2	$128K	Buy	3,236 +376	+13%	+$14.7K	﹤0.01%	1419
2025 Q1	$112K	Buy	+2,860	New	+$111K	﹤0.01%	1411

Other funds holding FLXR

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management's FLXR Position: Q4 2025 in Review

AE Wealth Management sold out of TCW Flexible Income ETF (FLXR) in Q4 2025, closing a stake of 3,294 shares — an estimated $131K sold.

AE Wealth Management first reported a position in FLXR in Q1 2025 and held it in 3 quarters. The position peaked at $131K in Q3 2025. 142 funds tracked by Wall St. Rank hold FLXR as of Q4 2025.

AE Wealth Management reported no remaining TCW Flexible Income ETF position as of Q4 2025 after selling out during the quarter.
AE Wealth Management sold 3,294 TCW Flexible Income ETF shares in Q4 2025, an estimated $131K.
AE Wealth Management first reported a position in TCW Flexible Income ETF in Q1 2025 and held it in 3 quarters.
AE Wealth Management's TCW Flexible Income ETF position peaked at $131K in Q3 2025.
142 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.