Cooper Financial Group’s TCW Flexible Income ETF FLXR Stock Holding History

Cooper Financial Group’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 Q3	$329K	Sell	8,665 -2	-0%	-$77	0.03%	331
2026 Q2	$340K	Sell	8,667 -490	-5%	-$19.2K	0.03%	320
2026 Q1	$360K	Buy	9,157 +2	+0%	+$79	0.04%	296
2025 Q4	$363K	Sell	9,155 -2,510	-22%	-$100K	0.04%	275
2025 Q3	$464K	Sell	11,665 -1,114	-9%	-$44.1K	0.05%	249
2025 Q2	$504K	Sell	12,779 -21	-0.2%	-$820	0.06%	234
2025 Q1	$501K	Buy	12,800 +1,169	+10%	+$45.5K	0.07%	238
2024 Q4	$450K	Sell	11,631 -165	-1%	-$6.43K	0.05%	259
2024 Q3	$470K	Hold	11,796	–	–	0.06%	253
2024 Q2	$450K	Buy	+11,796	New	+$451K	0.07%	235

Other funds holding FLXR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Cooper Financial Group's FLXR Position: Q3 2026 in Review

Cooper Financial Group reduced its TCW Flexible Income ETF (FLXR) stake by 0.02% in Q3 2026, selling an estimated $77 and leaving 8,665 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #331.

Cooper Financial Group first reported a position in FLXR in Q2 2024 and has held it in 10 quarters since. The position peaked at $504K in Q2 2025. 89 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

Cooper Financial Group held 8,665 shares of TCW Flexible Income ETF worth $329K as of Q3 2026.
Cooper Financial Group sold 2 TCW Flexible Income ETF shares in Q3 2026, an estimated $77.
TCW Flexible Income ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #331 holding.
Cooper Financial Group first reported a position in TCW Flexible Income ETF in Q2 2024 and has held it in 10 quarters since.
Cooper Financial Group's TCW Flexible Income ETF position peaked at $504K in Q2 2025.
89 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.