Michels Family Financial’s TCW Flexible Income ETF FLXR Stock Holding History

Michels Family Financial’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	$274K	Sell	6,968 -180	-3%	-$7.12K	0.2%	117
2025 Q4	$283K	Sell	7,148 -158	-2%	-$6.27K	0.21%	116
2025 Q3	$291K	Sell	7,306 -513	-7%	-$20.3K	0.23%	115
2025 Q2	$308K	Buy	7,819 +101	+1%	+$3.94K	0.26%	102
2025 Q1	$302K	Sell	7,718 -60	-0.8%	-$2.33K	0.27%	102
2024 Q4	$301K	Buy	+7,778	New	+$303K	0.28%	103

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 $839M AUM 19.87% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 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

Michels Family Financial's FLXR Position: Q1 2026 in Review

Michels Family Financial reduced its TCW Flexible Income ETF (FLXR) stake by 2.5% in Q1 2026, selling an estimated $7.12K and leaving 6,968 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #117.

Michels Family Financial first reported a position in FLXR in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q2 2025. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

Michels Family Financial held 6,968 shares of TCW Flexible Income ETF worth $274K as of Q1 2026.
Michels Family Financial sold 180 TCW Flexible Income ETF shares in Q1 2026, an estimated $7.12K.
TCW Flexible Income ETF made up 0.2% of Michels Family Financial's portfolio in Q1 2026, its #117 holding.
Michels Family Financial first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's TCW Flexible Income ETF position peaked at $308K in Q2 2025.
160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.