FWA
FLXR

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

FSC 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
2025
Q1 		– Sell
-14,623
Closed -$566K – 326
2024
Q4 		$566K Buy
14,623
+877
+6% +$34.2K 0.36% 43
2024
Q3 		$547K Buy
13,746
+651
+5% +$25.5K 0.39% 41
2024
Q2 		$500K Buy
+13,095
New +$500K 0.37% 38

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return

FSC Wealth Advisors's FLXR Position: Q1 2025 in Review

FSC Wealth Advisors sold out of TCW Flexible Income ETF (FLXR) in Q1 2025, closing a stake of 14,623 shares — an estimated $566K sold.

FSC Wealth Advisors first reported a position in FLXR in Q2 2024 and held it in 3 quarters. The position peaked at $566K in Q4 2024. 72 funds tracked by Wall St. Rank hold FLXR as of Q1 2025.

  • FSC Wealth Advisors reported no remaining TCW Flexible Income ETF position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 14,623 TCW Flexible Income ETF shares in Q1 2025, an estimated $566K.
  • FSC Wealth Advisors first reported a position in TCW Flexible Income ETF in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's TCW Flexible Income ETF position peaked at $566K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.