PFM
FLXR

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

Peak Financial Management’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 		$11M Buy
279,656
+48,738
+21% +$1.93M 2.79% 16
2025
Q4 		$9.14M Buy
230,918
+31,687
+16% +$1.26M 2.36% 16
2025
Q3 		$7.93M Buy
199,231
+74,705
+60% +$2.96M 2.1% 20
2025
Q2 		$4.91M Buy
+124,526
New +$4.86M 1.4% 22

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peak Financial Management's FLXR Position: Q1 2026 in Review

Peak Financial Management increased its TCW Flexible Income ETF (FLXR) stake by 21% in Q1 2026, buying an estimated $1.93M and bringing the position to 279,656 shares worth $11M. The position accounts for 2.79% of the portfolio, ranked #16.

Peak Financial Management first reported a position in FLXR in Q2 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Peak Financial Management held 279,656 shares of TCW Flexible Income ETF worth $11M as of Q1 2026.
  • Peak Financial Management bought 48,738 TCW Flexible Income ETF shares in Q1 2026, an estimated $1.93M.
  • TCW Flexible Income ETF made up 2.79% of Peak Financial Management's portfolio in Q1 2026, its #16 holding.
  • Peak Financial Management first reported a position in TCW Flexible Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.