Encompass More Asset Management’s TCW Flexible Income ETF FLXR Stock Holding History

Encompass More Asset 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 Q2	$1.4M	Buy	35,596 +5,220	+17%	+$205K	0.2%	82
2026 Q1	$1.19M	Buy	30,376 +1,654	+6%	+$65.4K	0.2%	77
2025 Q4	$1.14M	Buy	+28,722	New	+$1.14M	0.21%	95

Other funds holding FLXR

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return