Summit Financial’s TCW Flexible Income ETF FLXR Stock Holding History

Summit Financial’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	$340K	Buy	+8,671	New	+$340K	﹤0.01%	1261

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

Summit Financial's FLXR Position: Q2 2026 in Review

Summit Financial opened a new position in TCW Flexible Income ETF (FLXR) in Q2 2026: 8,671 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings.

173 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Summit Financial held 8,671 shares of TCW Flexible Income ETF worth $340K as of Q2 2026.
TCW Flexible Income ETF was a new Summit Financial position in Q2 2026.
TCW Flexible Income ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1261 holding.
173 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.