Keystone Financial Group (Kentucky)’s TCW Flexible Income ETF FLXR Stock Holding History

Keystone Financial Group (Kentucky)’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	$2.81M	Buy	71,560 +25,434	+55%	+$997K	0.17%	116
2026 Q1	$1.81M	Buy	46,126 +5,811	+14%	+$230K	0.12%	135
2025 Q4	$1.6M	Buy	40,315 +9,654	+31%	+$383K	0.12%	127
2025 Q3	$1.22M	Buy	30,661 +13,643	+80%	+$540K	0.09%	141
2025 Q2	$671K	Sell	17,018 -980	-5%	-$38.3K	0.06%	196
2025 Q1	$705K	Buy	17,998 +11,110	+161%	+$432K	0.07%	178
2024 Q4	$266K	Buy	+6,888	New	+$268K	0.03%	315

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s FLXR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its TCW Flexible Income ETF (FLXR) stake by 55% in Q2 2026, buying an estimated $997K and bringing the position to 71,560 shares worth $2.81M. The position accounts for 0.17% of the portfolio, ranked #116.

Keystone Financial Group (Kentucky) first reported a position in FLXR in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Keystone Financial Group (Kentucky) held 71,560 shares of TCW Flexible Income ETF worth $2.81M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 25,434 TCW Flexible Income ETF shares in Q2 2026, an estimated $997K.
TCW Flexible Income ETF made up 0.17% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #116 holding.
Keystone Financial Group (Kentucky) first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.