Signature Estate & Investment Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Signature Estate & Investment 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	$405K	Buy	+10,323	New	+$405K	0.01%	484

Other funds holding FLXR

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

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

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Francis Financial $610M AUM 16.1% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Signature Estate & Investment Advisors's FLXR Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in TCW Flexible Income ETF (FLXR) in Q2 2026: 10,323 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings.

113 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Signature Estate & Investment Advisors held 10,323 shares of TCW Flexible Income ETF worth $405K as of Q2 2026.
TCW Flexible Income ETF was a new Signature Estate & Investment Advisors position in Q2 2026.
TCW Flexible Income ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #484 holding.
113 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.