KMWM
FLXR

Keudell/Morrison Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

Keudell/Morrison 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
Q2 		$39.7M Sell
1,011,488
-88,880
-8% -$3.48M 7.49% 2
2026
Q1 		$43.2M Sell
1,100,368
-84,620
-7% -$3.35M 8.84% 2
2025
Q4 		$46.9M Buy
+1,184,988
New +$47M 9.86% 1

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 22.96% 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

Keudell/Morrison Wealth Management's FLXR Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its TCW Flexible Income ETF (FLXR) stake by 8.1% in Q2 2026, selling an estimated $3.48M and leaving 1,011,488 shares worth $39.7M. The position accounts for 7.49% of the portfolio, ranked #2.

Keudell/Morrison Wealth Management first reported a position in FLXR in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.9M in Q4 2025. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,011,488 shares of TCW Flexible Income ETF worth $39.7M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 88,880 TCW Flexible Income ETF shares in Q2 2026, an estimated $3.48M.
  • TCW Flexible Income ETF made up 7.49% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Keudell/Morrison Wealth Management first reported a position in TCW Flexible Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Keudell/Morrison Wealth Management's TCW Flexible Income ETF position peaked at $46.9M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.