Lunt Capital Management’s TCW Flexible Income ETF FLXR Stock Holding History

Lunt Capital 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	$4.6M	Sell	117,344 -2,998	-2%	-$118K	1.69%	19
2026 Q1	$4.73M	Buy	120,342 +8,152	+7%	+$322K	1.81%	19
2025 Q4	$4.44M	Sell	112,190 -7,912	-7%	-$314K	1.66%	19
2025 Q3	$4.78M	Sell	120,102 -3,647	-3%	-$144K	1.83%	15
2025 Q2	$4.88M	Buy	+123,749	New	+$4.83M	1.87%	15

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

Lunt Capital Management's FLXR Position: Q2 2026 in Review

Lunt Capital Management reduced its TCW Flexible Income ETF (FLXR) stake by 2.5% in Q2 2026, selling an estimated $118K and leaving 117,344 shares worth $4.6M. The position accounts for 1.69% of the portfolio, ranked #19.

Lunt Capital Management first reported a position in FLXR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.88M in Q2 2025. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Lunt Capital Management held 117,344 shares of TCW Flexible Income ETF worth $4.6M as of Q2 2026.
Lunt Capital Management sold 2,998 TCW Flexible Income ETF shares in Q2 2026, an estimated $118K.
TCW Flexible Income ETF made up 1.69% of Lunt Capital Management's portfolio in Q2 2026, its #19 holding.
Lunt Capital Management first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 5 quarters since.
Lunt Capital Management's TCW Flexible Income ETF position peaked at $4.88M in Q2 2025.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.