SIM
FLXR

Stratos Investment Management’s TCW Flexible Income ETF FLXR Stock Holding History

Stratos Investment 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 		$824K Buy
20,976
+1,804
+9% +$71.3K 0.03% 199
2025
Q4 		$759K Sell
19,172
-39
-0.2% -$1.55K 0.03% 200
2025
Q3 		$765K Buy
+19,211
New +$760K 0.03% 200

Other funds holding FLXR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $777M AUM 13.71% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stratos Investment Management's FLXR Position: Q1 2026 in Review

Stratos Investment Management increased its TCW Flexible Income ETF (FLXR) stake by 9.4% in Q1 2026, buying an estimated $71.3K and bringing the position to 20,976 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #199.

Stratos Investment Management first reported a position in FLXR in Q3 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Stratos Investment Management held 20,976 shares of TCW Flexible Income ETF worth $824K as of Q1 2026.
  • Stratos Investment Management bought 1,804 TCW Flexible Income ETF shares in Q1 2026, an estimated $71.3K.
  • TCW Flexible Income ETF made up 0.03% of Stratos Investment Management's portfolio in Q1 2026, its #199 holding.
  • Stratos Investment Management first reported a position in TCW Flexible Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.