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SOL Capital Management’s TCW Flexible Income ETF FLXR Stock Holding History

SOL Capital 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
-13,135
Closed -$520K – 322
2025
Q4 		$520K Buy
13,135
+1,354
+11% +$53.7K 0.05% 234
2025
Q3 		$469K Buy
+11,781
New +$466K 0.04% 235

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
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Morton Capital Management
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
Cary Street Partners
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

SOL Capital Management's FLXR Position: Q1 2026 in Review

SOL Capital Management sold out of TCW Flexible Income ETF (FLXR) in Q1 2026, closing a stake of 13,135 shares — an estimated $520K sold.

SOL Capital Management first reported a position in FLXR in Q3 2025 and held it in 2 quarters. The position peaked at $520K in Q4 2025. 161 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • SOL Capital Management reported no remaining TCW Flexible Income ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 13,135 TCW Flexible Income ETF shares in Q1 2026, an estimated $520K.
  • SOL Capital Management first reported a position in TCW Flexible Income ETF in Q3 2025 and held it in 2 quarters.
  • SOL Capital Management's TCW Flexible Income ETF position peaked at $520K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.