Cerity Partners’s TCW Flexible Income ETF FLXR Stock Holding History

Cerity Partners’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	$1.4M	Buy	35,721 +19,514	+120%	+$765K	﹤0.01%	1782
2026 Q1	$636K	Buy	+16,207	New	+$641K	﹤0.01%	2137

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

Cerity Partners's FLXR Position: Q2 2026 in Review

Cerity Partners increased its TCW Flexible Income ETF (FLXR) stake by 120% in Q2 2026, buying an estimated $765K and bringing the position to 35,721 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Cerity Partners first reported a position in FLXR in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Cerity Partners held 35,721 shares of TCW Flexible Income ETF worth $1.4M as of Q2 2026.
Cerity Partners bought 19,514 TCW Flexible Income ETF shares in Q2 2026, an estimated $765K.
TCW Flexible Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1782 holding.
Cerity Partners first reported a position in TCW Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.