AWA
FLXR

Arete Wealth Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Arete Wealth Advisors’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
2024
Q4 		– Sell
-6,698
Closed -$267K – 801
2024
Q3 		$267K Buy
+6,698
New +$262K 0.02% 554

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Arete Wealth Advisors's FLXR Position: Q4 2024 in Review

Arete Wealth Advisors sold out of TCW Flexible Income ETF (FLXR) in Q4 2024, closing a stake of 6,698 shares — an estimated $267K sold.

Arete Wealth Advisors first reported a position in FLXR in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 62 funds tracked by Wall St. Rank hold FLXR as of Q4 2024.

  • Arete Wealth Advisors reported no remaining TCW Flexible Income ETF position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,698 TCW Flexible Income ETF shares in Q4 2024, an estimated $267K.
  • Arete Wealth Advisors first reported a position in TCW Flexible Income ETF in Q3 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's TCW Flexible Income ETF position peaked at $267K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.