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 Q2	$805K	Sell	20,543 -1,070	-5%	-$41.9K	0.15%	61
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 $1.55T 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

Bridgewealth Advisory Group's FLXR Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its TCW Flexible Income ETF (FLXR) stake by 5% in Q2 2026, selling an estimated $41.9K and leaving 20,543 shares worth $805K. The position accounts for 0.15% of the portfolio, ranked #61.

Bridgewealth Advisory Group first reported a position in FLXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $849K in Q1 2026. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Bridgewealth Advisory Group held 20,543 shares of TCW Flexible Income ETF worth $805K as of Q2 2026.
Bridgewealth Advisory Group sold 1,070 TCW Flexible Income ETF shares in Q2 2026, an estimated $41.9K.
TCW Flexible Income ETF made up 0.15% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #61 holding.
Bridgewealth Advisory Group first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
Bridgewealth Advisory Group's TCW Flexible Income ETF position peaked at $849K in Q1 2026.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.