Silver Oak Securities
FLXR icon

Silver Oak Securities’s TCW Flexible Income ETF FLXR Stock Holding History

Silver Oak Securities’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
-45,946
Closed -$1.81M – 830
2025
Q2 		$1.81M Buy
+45,946
New +$1.79M 0.15% 152

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Cary Street Partners
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Silver Oak Securities's FLXR Position: Q3 2025 in Review

Silver Oak Securities sold out of TCW Flexible Income ETF (FLXR) in Q3 2025, closing a stake of 45,946 shares — an estimated $1.81M sold.

Silver Oak Securities first reported a position in FLXR in Q2 2025 and held it in 1 quarter. The position peaked at $1.81M in Q2 2025. 118 funds tracked by Wall St. Rank hold FLXR as of Q3 2025.

  • Silver Oak Securities reported no remaining TCW Flexible Income ETF position as of Q3 2025 after selling out during the quarter.
  • Silver Oak Securities sold 45,946 TCW Flexible Income ETF shares in Q3 2025, an estimated $1.81M.
  • Silver Oak Securities first reported a position in TCW Flexible Income ETF in Q2 2025 and held it in 1 quarter.
  • Silver Oak Securities's TCW Flexible Income ETF position peaked at $1.81M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.