Roberts Wealth Advisors
FLXR icon

Roberts Wealth Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Roberts Wealth 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 		– Sell
-5,255
Closed -$206K – 116
2026
Q1 		$206K Buy
+5,255
New +$208K 0.05% 109

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 $67.2B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 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 $375B AUM 21.05% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Roberts Wealth Advisors's FLXR Position: Q2 2026 in Review

Roberts Wealth Advisors sold out of TCW Flexible Income ETF (FLXR) in Q2 2026, closing a stake of 5,255 shares — an estimated $206K sold.

Roberts Wealth Advisors first reported a position in FLXR in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

  • Roberts Wealth Advisors reported no remaining TCW Flexible Income ETF position as of Q2 2026 after selling out during the quarter.
  • Roberts Wealth Advisors sold 5,255 TCW Flexible Income ETF shares in Q2 2026, an estimated $206K.
  • Roberts Wealth Advisors first reported a position in TCW Flexible Income ETF in Q1 2026 and held it in 1 quarter.
  • Roberts Wealth Advisors's TCW Flexible Income ETF position peaked at $206K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.