Vantage Financial Partners (Wisconsin)’s TCW Flexible Income ETF FLXR Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$2.21M	Buy	55,896 +6,322	+13%	+$251K	0.45%	37
2025 Q3	$1.97M	Buy	49,574 +3,839	+8%	+$152K	0.42%	42
2025 Q2	$1.8M	Buy	45,735 +31,812	+228%	+$1.24M	0.42%	43
2025 Q1	$545K	Buy	13,923 +27	+0.2%	+$1.05K	0.14%	96
2024 Q4	$537K	Buy	+13,896	New	+$542K	0.13%	97

Other funds holding FLXR

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s FLXR Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its TCW Flexible Income ETF (FLXR) stake by 13% in Q4 2025, buying an estimated $251K and bringing the position to 55,896 shares worth $2.21M. The position accounts for 0.45% of the portfolio, ranked #37.

Vantage Financial Partners (Wisconsin) first reported a position in FLXR in Q4 2024 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold FLXR as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 55,896 shares of TCW Flexible Income ETF worth $2.21M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 6,322 TCW Flexible Income ETF shares in Q4 2025, an estimated $251K.
TCW Flexible Income ETF made up 0.45% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #37 holding.
Vantage Financial Partners (Wisconsin) first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 5 quarters since.
142 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.