GWSA
FLXR

Global Wealth Strategies & Associates’s TCW Flexible Income ETF FLXR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-51
Closed -$2K – 512
2026
Q1 		$2K Sell
51
-22
-30% -$870 ﹤0.01% 418
2025
Q4 		$2.89K Buy
+73
New +$2.9K ﹤0.01% 397

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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 Wealth Strategies & Associates's FLXR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of TCW Flexible Income ETF (FLXR) in Q2 2026, closing a stake of 51 shares — an estimated $2K sold.

Global Wealth Strategies & Associates first reported a position in FLXR in Q4 2025 and held it in 2 quarters. The position peaked at $2.89K in Q4 2025. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining TCW Flexible Income ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 51 TCW Flexible Income ETF shares in Q2 2026, an estimated $2K.
  • Global Wealth Strategies & Associates first reported a position in TCW Flexible Income ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's TCW Flexible Income ETF position peaked at $2.89K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.