Peak Financial Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Peak Financial Advisors’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	$34.9M	Buy	889,796 +254,784	+40%	+$9.99M	14.45%	1
2026 Q1	$24.9M	Sell	635,012 -7,262	-1%	-$287K	11.04%	1
2025 Q4	$25.4M	Buy	642,274 +16,954	+3%	+$673K	11.43%	1
2025 Q3	$24.9M	Buy	625,320 +78,061	+14%	+$3.09M	11.94%	1
2025 Q2	$21.6M	Buy	547,259 +398,263	+267%	+$15.5M	11.05%	1
2025 Q1	$5.84M	Buy	+148,996	New	+$5.8M	2.97%	9

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Peak Financial Advisors's FLXR Position: Q2 2026 in Review

Peak Financial Advisors increased its TCW Flexible Income ETF (FLXR) stake by 40% in Q2 2026, buying an estimated $9.99M and bringing the position to 889,796 shares worth $34.9M. The position accounts for 14.45% of the portfolio, ranked #1.

Peak Financial Advisors first reported a position in FLXR in Q1 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Peak Financial Advisors held 889,796 shares of TCW Flexible Income ETF worth $34.9M as of Q2 2026.
Peak Financial Advisors bought 254,784 TCW Flexible Income ETF shares in Q2 2026, an estimated $9.99M.
TCW Flexible Income ETF made up 14.45% of Peak Financial Advisors's portfolio in Q2 2026, its #1 holding.
Peak Financial Advisors first reported a position in TCW Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.