MIM
FLXR

Marshall Investment Management’s TCW Flexible Income ETF FLXR Stock Holding History

Marshall Investment 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 		$3.98M Sell
101,483
-45
-0% -$1.76K 1.65% 21
2026
Q1 		$3.99M Buy
+101,528
New +$4.01M 1.91% 16

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Marshall Investment Management's FLXR Position: Q2 2026 in Review

Marshall Investment Management reduced its TCW Flexible Income ETF (FLXR) stake by 0.04% in Q2 2026, selling an estimated $1.76K and leaving 101,483 shares worth $3.98M. The position accounts for 1.65% of the portfolio, ranked #21.

Marshall Investment Management first reported a position in FLXR in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.99M in Q1 2026. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Marshall Investment Management held 101,483 shares of TCW Flexible Income ETF worth $3.98M as of Q2 2026.
  • Marshall Investment Management sold 45 TCW Flexible Income ETF shares in Q2 2026, an estimated $1.76K.
  • TCW Flexible Income ETF made up 1.65% of Marshall Investment Management's portfolio in Q2 2026, its #21 holding.
  • Marshall Investment Management first reported a position in TCW Flexible Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Marshall Investment Management's TCW Flexible Income ETF position peaked at $3.99M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.