Mather Group
FLXR icon

Mather Group’s TCW Flexible Income ETF FLXR Stock Holding History

Mather Group’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 		$2.04M Sell
53,701
-4,856
-8% -$188K 0.02% 267
2026
Q2 		$2.3M Buy
58,557
+7,602
+15% +$298K 0.02% 254
2026
Q1 		$2M Buy
+50,955
New +$2.01M 0.02% 226

Other funds holding FLXR

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Mather Group's FLXR Position: Q3 2026 in Review

Mather Group reduced its TCW Flexible Income ETF (FLXR) stake by 8.3% in Q3 2026, selling an estimated $188K and leaving 53,701 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #267.

Mather Group first reported a position in FLXR in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.3M in Q2 2026. 27 funds tracked by Wall St. Rank hold FLXR as of Q3 2026.

  • Mather Group held 53,701 shares of TCW Flexible Income ETF worth $2.04M as of Q3 2026.
  • Mather Group sold 4,856 TCW Flexible Income ETF shares in Q3 2026, an estimated $188K.
  • TCW Flexible Income ETF made up 0.02% of Mather Group's portfolio in Q3 2026, its #267 holding.
  • Mather Group first reported a position in TCW Flexible Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's TCW Flexible Income ETF position peaked at $2.3M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.