Concurrent Investment Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Concurrent Investment Advisors’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	$357K	Buy	9,100 +138	+2%	+$5.41K	﹤0.01%	1592
2026 Q1	$352K	Buy	8,962 +90	+1%	+$3.56K	﹤0.01%	1395
2025 Q4	$351K	Sell	8,872 -331	-4%	-$13.1K	﹤0.01%	1305
2025 Q3	$366K	Buy	9,203 +2,393	+35%	+$94.7K	0.01%	1061
2025 Q2	$269K	Buy	+6,810	New	+$266K	0.01%	1115

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

Concurrent Investment Advisors's FLXR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its TCW Flexible Income ETF (FLXR) stake by 1.5% in Q2 2026, buying an estimated $5.41K and bringing the position to 9,100 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Concurrent Investment Advisors first reported a position in FLXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q3 2025. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Concurrent Investment Advisors held 9,100 shares of TCW Flexible Income ETF worth $357K as of Q2 2026.
Concurrent Investment Advisors bought 138 TCW Flexible Income ETF shares in Q2 2026, an estimated $5.41K.
TCW Flexible Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1592 holding.
Concurrent Investment Advisors first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's TCW Flexible Income ETF position peaked at $366K in Q3 2025.
173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.