Global Retirement Partners’s TCW Flexible Income ETF FLXR Stock Holding History

Global Retirement Partners’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	$776K	Buy	+19,785	New	+$775K	0.01%	844
2025 Q4	$579K	Buy	14,632 +2,636	+22%	+$105K	0.01%	885
2025 Q3	$477K	Buy	11,996 +1,265	+12%	+$50.1K	0.01%	780
2025 Q2	$423K	Buy	+10,731	New	+$419K	0.01%	784
2024 Q4	$77.1K	Buy	+1,994	New	+$77.7K	﹤0.01%	1401

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

Global Retirement Partners's FLXR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in TCW Flexible Income ETF (FLXR) in Q2 2026: 19,785 shares worth $776K. The stake represents 0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FLXR as recently as Q4 2025.

Global Retirement Partners first reported a position in FLXR in Q4 2024 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Global Retirement Partners held 19,785 shares of TCW Flexible Income ETF worth $776K as of Q2 2026.
TCW Flexible Income ETF was a new Global Retirement Partners position in Q2 2026.
TCW Flexible Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #844 holding.
Global Retirement Partners first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.