Envestnet Portfolio Solutions’s TCW Flexible Income ETF FLXR Stock Holding History

Envestnet Portfolio 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 Q2	$4.35M	Buy	110,888 +12,793	+13%	+$501K	0.02%	349
2026 Q1	$3.85M	Buy	98,095 +6,128	+7%	+$242K	0.02%	330
2025 Q4	$3.64M	Sell	91,967 -8,186	-8%	-$325K	0.01%	427
2025 Q3	$3.99M	Buy	100,153 +10,832	+12%	+$429K	0.01%	397
2025 Q2	$3.52M	Buy	89,321 +8,241	+10%	+$322K	0.01%	432
2025 Q1	$3.18M	Buy	81,080 +15,352	+23%	+$597K	0.01%	475
2024 Q4	$2.54M	Buy	65,728 +10,096	+18%	+$393K	0.01%	585
2024 Q3	$2.21M	Buy	55,632 +1,716	+3%	+$67.2K	0.01%	622
2024 Q2	$2.06M	Buy	+53,916	New	+$2.06M	0.01%	627

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

Envestnet Portfolio Solutions's FLXR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its TCW Flexible Income ETF (FLXR) stake by 13% in Q2 2026, buying an estimated $501K and bringing the position to 110,888 shares worth $4.35M. The position accounts for 0.02% of the portfolio, ranked #349.

Envestnet Portfolio Solutions first reported a position in FLXR in Q2 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Envestnet Portfolio Solutions held 110,888 shares of TCW Flexible Income ETF worth $4.35M as of Q2 2026.
Envestnet Portfolio Solutions bought 12,793 TCW Flexible Income ETF shares in Q2 2026, an estimated $501K.
TCW Flexible Income ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #349 holding.
Envestnet Portfolio Solutions first reported a position in TCW Flexible Income ETF in Q2 2024 and has held it in 9 quarters since.
173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.