SNWA
FLXR

Siligmueller & Norvid Wealth Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Siligmueller & Norvid 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
2025
Q3 		– Sell
-115,583
Closed -$4.54M – 227
2025
Q2 		$4.54M Buy
+115,583
New +$4.51M 1.76% 18

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $839M AUM 19.87% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's FLXR Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of TCW Flexible Income ETF (FLXR) in Q3 2025, closing a stake of 115,583 shares — an estimated $4.54M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in FLXR in Q2 2025 and held it in 1 quarter. The position peaked at $4.54M in Q2 2025. 118 funds tracked by Wall St. Rank hold FLXR as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining TCW Flexible Income ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 115,583 TCW Flexible Income ETF shares in Q3 2025, an estimated $4.54M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in TCW Flexible Income ETF in Q2 2025 and held it in 1 quarter.
  • Siligmueller & Norvid Wealth Advisors's TCW Flexible Income ETF position peaked at $4.54M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.