Encompass Wealth Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Encompass Wealth Advisors’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	$817K	Buy	20,830 +7,230	+53%	+$283K	0.25%	49
2026 Q1	$534K	Buy	+13,600	New	+$538K	0.19%	55

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Encompass Wealth Advisors's FLXR Position: Q2 2026 in Review

Encompass Wealth Advisors increased its TCW Flexible Income ETF (FLXR) stake by 53% in Q2 2026, buying an estimated $283K and bringing the position to 20,830 shares worth $817K. The position accounts for 0.25% of the portfolio, ranked #49.

Encompass Wealth Advisors first reported a position in FLXR in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Encompass Wealth Advisors held 20,830 shares of TCW Flexible Income ETF worth $817K as of Q2 2026.
Encompass Wealth Advisors bought 7,230 TCW Flexible Income ETF shares in Q2 2026, an estimated $283K.
TCW Flexible Income ETF made up 0.25% of Encompass Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Encompass Wealth Advisors first reported a position in TCW Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.