JGP Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

JGP Wealth Management’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	$9.41M	Buy	+247,974	New	+$9.61M	0.83%	27

Other funds holding FLXR

FPF

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

JGP Wealth Management's FLXR Position: Q3 2026 in Review

JGP Wealth Management opened a new position in TCW Flexible Income ETF (FLXR) in Q3 2026: 247,974 shares worth $9.41M. The stake represents 0.83% of the portfolio and ranks #27 among its holdings.

11 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

JGP Wealth Management held 247,974 shares of TCW Flexible Income ETF worth $9.41M as of Q3 2026.
TCW Flexible Income ETF was a new JGP Wealth Management position in Q3 2026.
TCW Flexible Income ETF made up 0.83% of JGP Wealth Management's portfolio in Q3 2026, its #27 holding.
11 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.