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

Steward Partners Investment Advisory’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	$15.3M	Buy	389,174 +211,940	+120%	+$8.31M	0.08%	252
2026 Q1	$6.96M	Buy	177,234 +8,830	+5%	+$349K	0.04%	417
2025 Q4	$6.67M	Buy	168,404 +29,412	+21%	+$1.17M	0.04%	401
2025 Q3	$5.53M	Buy	138,992 +48,718	+54%	+$1.93M	0.03%	447
2025 Q2	$3.56M	Buy	90,274 +18,106	+25%	+$707K	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%	+$1.31M	0.01%	741
2024 Q3	$124K	Buy	+3,125	New	+$122K	﹤0.01%	1772

Other funds holding FLXR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

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

Steward Partners Investment Advisory's FLXR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its TCW Flexible Income ETF (FLXR) stake by 120% in Q2 2026, buying an estimated $8.31M and bringing the position to 389,174 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #252.

Steward Partners Investment Advisory first reported a position in FLXR in Q3 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Steward Partners Investment Advisory held 389,174 shares of TCW Flexible Income ETF worth $15.3M as of Q2 2026.
Steward Partners Investment Advisory bought 211,940 TCW Flexible Income ETF shares in Q2 2026, an estimated $8.31M.
TCW Flexible Income ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #252 holding.
Steward Partners Investment Advisory first reported a position in TCW Flexible Income ETF in Q3 2024 and has held it in 8 quarters since.
173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.