CWM
FLXR

Contango Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

Contango Wealth Management’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 		$588K Sell
14,977
-92,877
-86% -$3.67M 0.69% 32
2025
Q4 		$4.27M Buy
+107,854
New +$4.28M 4.77% 7

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 $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $731M AUM 20.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Contango Wealth Management's FLXR Position: Q1 2026 in Review

Contango Wealth Management reduced its TCW Flexible Income ETF (FLXR) stake by 86% in Q1 2026, selling an estimated $3.67M and leaving 14,977 shares worth $588K. The position accounts for 0.69% of the portfolio, ranked #32.

Contango Wealth Management first reported a position in FLXR in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.27M in Q4 2025. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Contango Wealth Management held 14,977 shares of TCW Flexible Income ETF worth $588K as of Q1 2026.
  • Contango Wealth Management sold 92,877 TCW Flexible Income ETF shares in Q1 2026, an estimated $3.67M.
  • TCW Flexible Income ETF made up 0.69% of Contango Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Contango Wealth Management first reported a position in TCW Flexible Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's TCW Flexible Income ETF position peaked at $4.27M in Q4 2025.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.