P
FLXR

&Partners’s TCW Flexible Income ETF FLXR Stock Holding History

&Partners’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 		$29.2M Buy
743,655
+540,831
+267% +$21.2M 0.12% 151
2026
Q1 		$7.96M Buy
202,824
+90,871
+81% +$3.59M 0.04% 392
2025
Q4 		$4.43M Buy
111,953
+42,525
+61% +$1.69M 0.02% 537
2025
Q3 		$3.94M Buy
69,428
+56,694
+445% +$2.24M 0.03% 498
2025
Q2 		$502K Buy
12,734
+1,448
+13% +$56.5K ﹤0.01% 1356
2025
Q1 		$442K Buy
11,286
+5,302
+89% +$206K ﹤0.01% 1199
2024
Q4 		$258K Buy
+5,984
New +$233K ﹤0.01% 1413

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 22.9% 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

&Partners's FLXR Position: Q2 2026 in Review

&Partners increased its TCW Flexible Income ETF (FLXR) stake by 267% in Q2 2026, buying an estimated $21.2M and bringing the position to 743,655 shares worth $29.2M. The position accounts for 0.12% of the portfolio, ranked #151.

&Partners first reported a position in FLXR in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • &Partners held 743,655 shares of TCW Flexible Income ETF worth $29.2M as of Q2 2026.
  • &Partners bought 540,831 TCW Flexible Income ETF shares in Q2 2026, an estimated $21.2M.
  • TCW Flexible Income ETF made up 0.12% of &Partners's portfolio in Q2 2026, its #151 holding.
  • &Partners first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.