Carson Wealth (CWM LLC)
FLXR

Carson Wealth (CWM LLC)’s TCW Flexible Income ETF FLXR Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.1M Buy
332,445
+66,050
+25% +$2.61M 0.03% 454
2025
Q4 		$10.5M Buy
266,395
+64,337
+32% +$2.55M 0.03% 507
2025
Q3 		$8.04M Buy
202,058
+141,457
+233% +$5.6M 0.02% 545
2025
Q2 		$2.39M Buy
+60,601
New +$2.37M 0.01% 892

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 $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLXR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TCW Flexible Income ETF (FLXR) stake by 25% in Q1 2026, buying an estimated $2.61M and bringing the position to 332,445 shares worth $13.1M. The position accounts for 0.03% of the portfolio, ranked #454.

Carson Wealth (CWM LLC) first reported a position in FLXR in Q2 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 332,445 shares of TCW Flexible Income ETF worth $13.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 66,050 TCW Flexible Income ETF shares in Q1 2026, an estimated $2.61M.
  • TCW Flexible Income ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #454 holding.
  • Carson Wealth (CWM LLC) first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.