RWM
FLXR

Ritholtz Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

Ritholtz Wealth 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 		– Sell
-7,900
Closed -$313K – 1285
2025
Q4 		$313K Buy
+7,900
New +$314K 0.01% 879

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $424B AUM 22.9% 1-Year Est. Return

Ritholtz Wealth Management's FLXR Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of TCW Flexible Income ETF (FLXR) in Q1 2026, closing a stake of 7,900 shares — an estimated $313K sold.

Ritholtz Wealth Management first reported a position in FLXR in Q4 2025 and held it in 1 quarter. The position peaked at $313K in Q4 2025. 161 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining TCW Flexible Income ETF position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,900 TCW Flexible Income ETF shares in Q1 2026, an estimated $313K.
  • Ritholtz Wealth Management first reported a position in TCW Flexible Income ETF in Q4 2025 and held it in 1 quarter.
  • Ritholtz Wealth Management's TCW Flexible Income ETF position peaked at $313K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.