Dynamic Advisor Solutions
FLXR icon

Dynamic Advisor Solutions’s TCW Flexible Income ETF FLXR Stock Holding History

Dynamic Advisor Solutions’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 		$539K Buy
14,218
+884
+7% +$34.3K 0.02% 645
2026
Q2 		$523K Buy
13,334
+1,841
+16% +$72.2K 0.01% 672
2026
Q1 		$451K Buy
11,493
+903
+9% +$35.7K 0.01% 672
2025
Q4 		$419K Sell
10,590
-1,679
-14% -$66.6K 0.01% 674
2025
Q3 		$488K Buy
12,269
+1,911
+18% +$75.6K 0.01% 637
2025
Q2 		$409K Buy
+10,358
New +$404K 0.01% 651

Other funds holding FLXR

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Dynamic Advisor Solutions's FLXR Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its TCW Flexible Income ETF (FLXR) stake by 6.6% in Q3 2026, buying an estimated $34.3K and bringing the position to 14,218 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #645.

Dynamic Advisor Solutions first reported a position in FLXR in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

  • Dynamic Advisor Solutions held 14,218 shares of TCW Flexible Income ETF worth $539K as of Q3 2026.
  • Dynamic Advisor Solutions bought 884 TCW Flexible Income ETF shares in Q3 2026, an estimated $34.3K.
  • TCW Flexible Income ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #645 holding.
  • Dynamic Advisor Solutions first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.