HSA
FLXR

HBK Sorce Advisory’s TCW Flexible Income ETF FLXR Stock Holding History

HBK Sorce Advisory’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 		$213K Buy
+5,466
New +$214K ﹤0.01% 615

Other funds holding FLXR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

HBK Sorce Advisory's FLXR Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in TCW Flexible Income ETF (FLXR) in Q2 2026: 5,466 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings.

101 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • HBK Sorce Advisory held 5,466 shares of TCW Flexible Income ETF worth $213K as of Q2 2026.
  • TCW Flexible Income ETF was a new HBK Sorce Advisory position in Q2 2026.
  • TCW Flexible Income ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #615 holding.
  • 101 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.