MWM
FLXR

Maridea Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

Maridea Wealth 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
Q1 		$4.48M Buy
114,040
+16,673
+17% +$659K 0.65% 33
2025
Q4 		$3.86M Buy
97,367
+20,528
+27% +$815K 0.58% 44
2025
Q3 		$3.06M Buy
+76,839
New +$3.04M 0.48% 50

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maridea Wealth Management's FLXR Position: Q1 2026 in Review

Maridea Wealth Management increased its TCW Flexible Income ETF (FLXR) stake by 17% in Q1 2026, buying an estimated $659K and bringing the position to 114,040 shares worth $4.48M. The position accounts for 0.65% of the portfolio, ranked #33.

Maridea Wealth Management first reported a position in FLXR in Q3 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Maridea Wealth Management held 114,040 shares of TCW Flexible Income ETF worth $4.48M as of Q1 2026.
  • Maridea Wealth Management bought 16,673 TCW Flexible Income ETF shares in Q1 2026, an estimated $659K.
  • TCW Flexible Income ETF made up 0.65% of Maridea Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Maridea Wealth Management first reported a position in TCW Flexible Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.