Darden Wealth Group
FLXR icon

Darden Wealth Group’s TCW Flexible Income ETF FLXR Stock Holding History

Darden Wealth 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 		$288K Sell
7,593
-6
-0.1% -$232 0.11% 123
2026
Q2 		$298K Buy
7,599
+334
+5% +$13.1K 0.12% 122
2026
Q1 		$285K Buy
7,265
+765
+12% +$30.3K 0.15% 117
2025
Q4 		$257K Buy
6,500
+1,350
+26% +$53.6K 0.12% 123
2025
Q3 		$205K Buy
+5,150
New +$204K 0.11% 131

Other funds holding FLXR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Peak Financial Advisors
Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return
Morling Financial Advisors
Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Tidemark
Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Darden Wealth Group's FLXR Position: Q3 2026 in Review

Darden Wealth Group reduced its TCW Flexible Income ETF (FLXR) stake by 0.08% in Q3 2026, selling an estimated $232 and leaving 7,593 shares worth $288K. The position accounts for 0.11% of the portfolio, ranked #123.

Darden Wealth Group first reported a position in FLXR in Q3 2025 and has held it in 5 quarters since. The position peaked at $298K in Q2 2026. 96 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

  • Darden Wealth Group held 7,593 shares of TCW Flexible Income ETF worth $288K as of Q3 2026.
  • Darden Wealth Group sold 6 TCW Flexible Income ETF shares in Q3 2026, an estimated $232.
  • TCW Flexible Income ETF made up 0.11% of Darden Wealth Group's portfolio in Q3 2026, its #123 holding.
  • Darden Wealth Group first reported a position in TCW Flexible Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Darden Wealth Group's TCW Flexible Income ETF position peaked at $298K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.