Bridgewealth Advisory Group’s TCW Flexible Income ETF FLXR Stock Holding History

Bridgewealth Advisory Group’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	$849K	Buy	21,613 +7,323	+51%	+$290K	0.18%	59
2025 Q4	$566K	Buy	14,290 +1,960	+16%	+$77.8K	0.12%	73
2025 Q3	$491K	Sell	12,330 -3,843	-24%	-$152K	0.11%	67
2025 Q2	$638K	Buy	16,173 +5,248	+48%	+$205K	0.16%	60
2025 Q1	$428K	Buy	10,925 +3,830	+54%	+$149K	0.56%	39
2024 Q4	$275K	Buy	+7,095	New	+$276K	0.08%	85

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $672M AUM 25.22% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgewealth Advisory Group's FLXR Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its TCW Flexible Income ETF (FLXR) stake by 51% in Q1 2026, buying an estimated $290K and bringing the position to 21,613 shares worth $849K. The position accounts for 0.18% of the portfolio, ranked #59.

Bridgewealth Advisory Group first reported a position in FLXR in Q4 2024 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

Bridgewealth Advisory Group held 21,613 shares of TCW Flexible Income ETF worth $849K as of Q1 2026.
Bridgewealth Advisory Group bought 7,323 TCW Flexible Income ETF shares in Q1 2026, an estimated $290K.
TCW Flexible Income ETF made up 0.18% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #59 holding.
Bridgewealth Advisory Group first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 6 quarters since.
160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.