Ameritas Advisory Services’s TCW Flexible Income ETF FLXR Stock Holding History

Ameritas Advisory Services’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
2026 Q2	$273K	Buy	+6,962	New	+$273K	0.01%	985
2025 Q4	–	Sell	-4,639	Closed	-$185K	–	2192
2025 Q3	$185K	Buy	+4,639	New	+$184K	0.01%	638

Other funds holding FLXR

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

FPF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MCM

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

Ameritas Advisory Services's FLXR Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in TCW Flexible Income ETF (FLXR) in Q2 2026: 6,962 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in FLXR as recently as Q3 2025.

Ameritas Advisory Services first reported a position in FLXR in Q3 2025 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Ameritas Advisory Services held 6,962 shares of TCW Flexible Income ETF worth $273K as of Q2 2026.
TCW Flexible Income ETF was a new Ameritas Advisory Services position in Q2 2026.
TCW Flexible Income ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #985 holding.
Ameritas Advisory Services first reported a position in TCW Flexible Income ETF in Q3 2025 and has held it in 2 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.