AI
FLXR

Atria Investments’s TCW Flexible Income ETF FLXR Stock Holding History

Atria Investments’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
Q1 		$263K Buy
6,688
+48
+0.7% +$1.9K ﹤0.01% 1832
2025
Q4 		$263K Sell
6,640
-984
-13% -$39.1K ﹤0.01% 1816
2025
Q3 		$303K Buy
7,624
+484
+7% +$19.2K ﹤0.01% 1712
2025
Q2 		$282K Buy
+7,140
New +$279K ﹤0.01% 1746

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments's FLXR Position: Q1 2026 in Review

Atria Investments increased its TCW Flexible Income ETF (FLXR) stake by 0.72% in Q1 2026, buying an estimated $1.9K and bringing the position to 6,688 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

Atria Investments first reported a position in FLXR in Q2 2025 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Atria Investments held 6,688 shares of TCW Flexible Income ETF worth $263K as of Q1 2026.
  • Atria Investments bought 48 TCW Flexible Income ETF shares in Q1 2026, an estimated $1.9K.
  • TCW Flexible Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1832 holding.
  • Atria Investments first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's TCW Flexible Income ETF position peaked at $303K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.