Cetera Investment Advisers

Cetera Investment Advisers’s TCW Flexible Income ETF FLXR Stock Holding History

Cetera Investment Advisers’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	$2.6M	Sell	66,224 -9,932	-13%	-$393K	﹤0.01%	2041
2025 Q4	$3.02M	Sell	76,156 -7,443	-9%	-$295K	﹤0.01%	1849
2025 Q3	$3.33M	Buy	83,599 +4,067	+5%	+$161K	﹤0.01%	1737
2025 Q2	$3.14M	Buy	79,532 +45,439	+133%	+$1.77M	0.01%	1515
2025 Q1	$1.34M	Buy	34,093 +603	+2%	+$23.5K	﹤0.01%	2040
2024 Q4	$1.3M	Sell	33,490 -27,266	-45%	-$1.06M	﹤0.01%	1975
2024 Q3	$2.42M	Buy	60,756 +22,226	+58%	+$870K	0.01%	1495
2024 Q2	$1.47M	Buy	+38,530	New	+$1.47M	﹤0.01%	1804

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 $57.2B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $376B AUM 19.32% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.04B AUM 18.4% 1-Year Est. Return

Envestnet Asset Management

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