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
Q2 		$340K Buy
8,671
+1,983
+30% +$77.7K ﹤0.01% 1763
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 $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
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

Atria Investments's FLXR Position: Q2 2026 in Review

Atria Investments increased its TCW Flexible Income ETF (FLXR) stake by 30% in Q2 2026, buying an estimated $77.7K and bringing the position to 8,671 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Atria Investments first reported a position in FLXR in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Atria Investments held 8,671 shares of TCW Flexible Income ETF worth $340K as of Q2 2026.
  • Atria Investments bought 1,983 TCW Flexible Income ETF shares in Q2 2026, an estimated $77.7K.
  • TCW Flexible Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1763 holding.
  • Atria Investments first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.