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 Q2	$5.56M	Buy	141,810 +27,717	+24%	+$1.09M	0.7%	34
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 $1.55T 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 22.9% 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

KPP Advisory Services's FLXR Position: Q2 2026 in Review

KPP Advisory Services increased its TCW Flexible Income ETF (FLXR) stake by 24% in Q2 2026, buying an estimated $1.09M and bringing the position to 141,810 shares worth $5.56M. The position accounts for 0.7% of the portfolio, ranked #34.

KPP Advisory Services first reported a position in FLXR in Q2 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

KPP Advisory Services held 141,810 shares of TCW Flexible Income ETF worth $5.56M as of Q2 2026.
KPP Advisory Services bought 27,717 TCW Flexible Income ETF shares in Q2 2026, an estimated $1.09M.
TCW Flexible Income ETF made up 0.7% of KPP Advisory Services's portfolio in Q2 2026, its #34 holding.
KPP Advisory Services first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 5 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.