CAMV
FLXR

Concord Asset Management (Virginia)’s TCW Flexible Income ETF FLXR Stock Holding History

Concord Asset Management (Virginia)’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
2025
Q3 		– Sell
-15,846
Closed -$625K – 201
2025
Q2 		$625K Buy
+15,846
New +$618K 0.09% 144

Other funds holding FLXR

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Concord Asset Management (Virginia)'s FLXR Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of TCW Flexible Income ETF (FLXR) in Q3 2025, closing a stake of 15,846 shares — an estimated $625K sold.

Concord Asset Management (Virginia) first reported a position in FLXR in Q2 2025 and held it in 1 quarter. The position peaked at $625K in Q2 2025. 118 funds tracked by Wall St. Rank hold FLXR as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining TCW Flexible Income ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 15,846 TCW Flexible Income ETF shares in Q3 2025, an estimated $625K.
  • Concord Asset Management (Virginia) first reported a position in TCW Flexible Income ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s TCW Flexible Income ETF position peaked at $625K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.