Steward Partners Investment Advisory’s TCW Flexible Income ETF FLXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Buy
90,274
+18,106
+25% +$714K 0.03% 515
2025
Q1
$2.83M Buy
72,168
+35,338
+96% +$1.38M 0.03% 549
2024
Q4
$1.42M Buy
36,830
+33,705
+1,079% +$1.3M 0.01% 741
2024
Q3
$124K Buy
+3,125
New +$124K ﹤0.01% 1772