TFS
FLXR

Thoroughbred Financial Services’s TCW Flexible Income ETF FLXR Stock Holding History

Thoroughbred Financial Services’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
-5,138
Closed -$203K – 608
2025
Q4 		$203K Buy
5,138
+38
+0.7% +$1.51K 0.01% 562
2025
Q3 		$202K Buy
5,100
+25
+0.5% +$989 0.01% 559
2025
Q2 		$200K Sell
5,075
-7,834
-61% -$306K 0.01% 538
2025
Q1 		$505K Sell
12,909
-885
-6% -$34.4K 0.03% 417
2024
Q4 		$533K Buy
13,794
+2,157
+19% +$84.1K 0.03% 388
2024
Q3 		$463K Buy
+11,637
New +$456K 0.03% 412

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 $839M AUM 19.87% 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

Thoroughbred Financial Services's FLXR Position: Q1 2026 in Review

Thoroughbred Financial Services sold out of TCW Flexible Income ETF (FLXR) in Q1 2026, closing a stake of 5,138 shares — an estimated $203K sold.

Thoroughbred Financial Services first reported a position in FLXR in Q3 2024 and held it in 6 quarters. The position peaked at $533K in Q4 2024. 160 funds tracked by Wall St. Rank hold FLXR as of Q1 2026.

  • Thoroughbred Financial Services reported no remaining TCW Flexible Income ETF position as of Q1 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 5,138 TCW Flexible Income ETF shares in Q1 2026, an estimated $203K.
  • Thoroughbred Financial Services first reported a position in TCW Flexible Income ETF in Q3 2024 and held it in 6 quarters.
  • Thoroughbred Financial Services's TCW Flexible Income ETF position peaked at $533K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.