GI
FLXR

Gradient Investments’s TCW Flexible Income ETF FLXR Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-16
Closed -$611 – 1347
2024
Q2 		$611 Buy
+16
New +$611 ﹤0.01% 1159

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 $672M AUM 25.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Gradient Investments's FLXR Position: Q3 2024 in Review

Gradient Investments sold out of TCW Flexible Income ETF (FLXR) in Q3 2024, closing a stake of 16 shares — an estimated $611 sold.

Gradient Investments first reported a position in FLXR in Q2 2024 and held it in 1 quarter. The position peaked at $611 in Q2 2024. 35 funds tracked by Wall St. Rank hold FLXR as of Q3 2024.

  • Gradient Investments reported no remaining TCW Flexible Income ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 16 TCW Flexible Income ETF shares in Q3 2024, an estimated $611.
  • Gradient Investments first reported a position in TCW Flexible Income ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's TCW Flexible Income ETF position peaked at $611 in Q2 2024.
  • 35 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.