Kestra Advisory Services’s TCW Flexible Income ETF FLXR Stock Holding History

Kestra Advisory Services’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	$4.09M	Buy	107,835 +5,656	+6%	+$219K	0.01%	1008
2026 Q2	$4.01M	Buy	+102,179	New	+$4M	0.01%	964
2026 Q1	–	Sell	-1,543	Closed	-$61.1K	–	4483
2025 Q4	$61.1K	Buy	+1,543	New	+$61.2K	﹤0.01%	3806

Other funds holding FLXR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Kestra Advisory Services's FLXR Position: Q3 2026 in Review

Kestra Advisory Services increased its TCW Flexible Income ETF (FLXR) stake by 5.5% in Q3 2026, buying an estimated $219K and bringing the position to 107,835 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #1008.

Kestra Advisory Services first reported a position in FLXR in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

Kestra Advisory Services held 107,835 shares of TCW Flexible Income ETF worth $4.09M as of Q3 2026.
Kestra Advisory Services bought 5,656 TCW Flexible Income ETF shares in Q3 2026, an estimated $219K.
TCW Flexible Income ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1008 holding.
Kestra Advisory Services first reported a position in TCW Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
92 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.