Leelyn Smith’s TCW Flexible Income ETF FLXR Stock Holding History

Leelyn Smith’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 Q3	$31.6M	Buy	832,250 +10,274	+1%	+$398K	3.5%	7
2026 Q2	$32.2M	Buy	821,976 +30,815	+4%	+$1.21M	3.92%	5
2026 Q1	$31.1M	Buy	791,161 +53,635	+7%	+$2.12M	4.36%	4
2025 Q4	$29.2M	Buy	737,526 +675,329	+1,086%	+$26.8M	4.22%	5
2025 Q3	$2.48M	Sell	62,197 -618	-1%	-$24.5K	0.37%	77
2025 Q2	$2.48M	Sell	62,815 -1,004	-2%	-$39.2K	0.41%	69
2025 Q1	$2.5M	Sell	63,819 -1,358	-2%	-$52.8K	0.44%	66
2024 Q4	$2.52M	Buy	+65,177	New	+$2.54M	0.45%	64

Other funds holding FLXR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return

Morling Financial Advisors Fremont, California $374M AUM 9.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Leelyn Smith's FLXR Position: Q3 2026 in Review

Leelyn Smith increased its TCW Flexible Income ETF (FLXR) stake by 1.2% in Q3 2026, buying an estimated $398K and bringing the position to 832,250 shares worth $31.6M. The position accounts for 3.5% of the portfolio, ranked #7.

Leelyn Smith first reported a position in FLXR in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.2M in Q2 2026. 89 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

Leelyn Smith held 832,250 shares of TCW Flexible Income ETF worth $31.6M as of Q3 2026.
Leelyn Smith bought 10,274 TCW Flexible Income ETF shares in Q3 2026, an estimated $398K.
TCW Flexible Income ETF made up 3.5% of Leelyn Smith's portfolio in Q3 2026, its #7 holding.
Leelyn Smith first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 8 quarters since.
Leelyn Smith's TCW Flexible Income ETF position peaked at $32.2M in Q2 2026.
89 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.