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

KPP 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 Q1	$4.48M	Buy	114,093 +54,275	+91%	+$2.15M	0.65%	36
2025 Q4	$2.37M	Buy	59,818 +10,594	+22%	+$420K	0.34%	68
2025 Q3	$1.96M	Buy	49,224 +13,040	+36%	+$516K	0.29%	82
2025 Q2	$1.43M	Buy	+36,184	New	+$1.41M	0.24%	98

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KPP Advisory Services's FLXR Position: Q1 2026 in Review

KPP Advisory Services increased its TCW Flexible Income ETF (FLXR) stake by 91% in Q1 2026, buying an estimated $2.15M and bringing the position to 114,093 shares worth $4.48M. The position accounts for 0.65% of the portfolio, ranked #36.

KPP Advisory Services first reported a position in FLXR in Q2 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

KPP Advisory Services held 114,093 shares of TCW Flexible Income ETF worth $4.48M as of Q1 2026.
KPP Advisory Services bought 54,275 TCW Flexible Income ETF shares in Q1 2026, an estimated $2.15M.
TCW Flexible Income ETF made up 0.65% of KPP Advisory Services's portfolio in Q1 2026, its #36 holding.
KPP Advisory Services first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 4 quarters since.
160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.