Commonwealth Equity Services’s TCW Flexible Income ETF FLXR Stock Holding History

Commonwealth Equity Services’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	$6.39M	Buy	162,865 +5,502	+3%	+$216K	0.01%	1237
2026 Q1	$6.18M	Buy	157,363 +80,709	+105%	+$3.19M	0.01%	1195
2025 Q4	$3.04M	Buy	76,654 +13,766	+22%	+$546K	﹤0.01%	1675
2025 Q3	$2.5M	Buy	62,888 +10,834	+21%	+$429K	﹤0.01%	1832
2025 Q2	$2.05M	Buy	52,054 +13,781	+36%	+$538K	﹤0.01%	1969
2025 Q1	$1.5M	Buy	38,273 +19,220	+101%	+$748K	﹤0.01%	2143
2024 Q4	$737K	Buy	19,053 +8,786	+86%	+$342K	﹤0.01%	2646
2024 Q3	$409K	Buy	10,267 +1,461	+17%	+$57.2K	﹤0.01%	3069
2024 Q2	$336K	Buy	+8,806	New	+$336K	﹤0.01%	3201

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

Commonwealth Equity Services's FLXR Position: Q2 2026 in Review

Commonwealth Equity Services increased its TCW Flexible Income ETF (FLXR) stake by 3.5% in Q2 2026, buying an estimated $216K and bringing the position to 162,865 shares worth $6.39M. The position accounts for 0.01% of the portfolio, ranked #1237.

Commonwealth Equity Services first reported a position in FLXR in Q2 2024 and has held it in 9 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Commonwealth Equity Services held 162,865 shares of TCW Flexible Income ETF worth $6.39M as of Q2 2026.
Commonwealth Equity Services bought 5,502 TCW Flexible Income ETF shares in Q2 2026, an estimated $216K.
TCW Flexible Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1237 holding.
Commonwealth Equity Services first reported a position in TCW Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.