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 Q1	$2M	Buy	+50,955	New	+$2.01M	0.02%	226

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group's FLXR Position: Q1 2026 in Review

Mather Group opened a new position in TCW Flexible Income ETF (FLXR) in Q1 2026: 50,955 shares worth $2M. The stake represents 0.02% of the portfolio and ranks #226 among its holdings.

160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

Mather Group held 50,955 shares of TCW Flexible Income ETF worth $2M as of Q1 2026.
TCW Flexible Income ETF was a new Mather Group position in Q1 2026.
TCW Flexible Income ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #226 holding.
160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.