KPWS
FLXR

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

Kestra Private Wealth 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
Q2 		$2.4M Buy
61,140
+26,192
+75% +$1.03M 0.03% 541
2026
Q1 		$1.37M Buy
34,948
+19,147
+121% +$757K 0.02% 689
2025
Q4 		$626K Buy
+15,801
New +$627K 0.01% 1040

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Kestra Private Wealth Services's FLXR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its TCW Flexible Income ETF (FLXR) stake by 75% in Q2 2026, buying an estimated $1.03M and bringing the position to 61,140 shares worth $2.4M. The position accounts for 0.03% of the portfolio, ranked #541.

Kestra Private Wealth Services first reported a position in FLXR in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Kestra Private Wealth Services held 61,140 shares of TCW Flexible Income ETF worth $2.4M as of Q2 2026.
  • Kestra Private Wealth Services bought 26,192 TCW Flexible Income ETF shares in Q2 2026, an estimated $1.03M.
  • TCW Flexible Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #541 holding.
  • Kestra Private Wealth Services first reported a position in TCW Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.