Janney Montgomery Scott
FLXR icon

Janney Montgomery Scott’s TCW Flexible Income ETF FLXR Stock Holding History

Janney Montgomery Scott’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
Q3 		$58.4M Buy
1,538,390
+45,272
+3% +$1.75M 0.11% 188
2026
Q2 		$58.5M Buy
1,493,118
+115,586
+8% +$4.53M 0.11% 188
2026
Q1 		$54.1M Buy
1,377,532
+156,345
+13% +$6.18M 0.13% 159
2025
Q4 		$48.4M Buy
1,221,187
+217,951
+22% +$8.65M 0.11% 185
2025
Q3 		$39.9M Buy
+1,003,236
New +$39.7M 0.09% 209

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Janney Montgomery Scott's FLXR Position: Q3 2026 in Review

Janney Montgomery Scott increased its TCW Flexible Income ETF (FLXR) stake by 3% in Q3 2026, buying an estimated $1.75M and bringing the position to 1,538,390 shares worth $58.4M. The position accounts for 0.11% of the portfolio, ranked #188.

Janney Montgomery Scott first reported a position in FLXR in Q3 2025 and has held it in 5 quarters since. The position peaked at $58.5M in Q2 2026. 165 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

  • Janney Montgomery Scott held 1,538,390 shares of TCW Flexible Income ETF worth $58.4M as of Q3 2026.
  • Janney Montgomery Scott bought 45,272 TCW Flexible Income ETF shares in Q3 2026, an estimated $1.75M.
  • TCW Flexible Income ETF made up 0.11% of Janney Montgomery Scott's portfolio in Q3 2026, its #188 holding.
  • Janney Montgomery Scott first reported a position in TCW Flexible Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Janney Montgomery Scott's TCW Flexible Income ETF position peaked at $58.5M in Q2 2026.
  • 165 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.