Wealth Enhancement Advisory Services’s TCW Flexible Income ETF FLXR Stock Holding History

Wealth Enhancement Advisory 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 Q2	$1.11M	Buy	28,589 +1,496	+6%	+$58.6K	﹤0.01%	1995
2026 Q1	$1.06M	Sell	27,093 -17,663	-39%	-$698K	﹤0.01%	1753
2025 Q4	$1.77M	Sell	44,756 -485	-1%	-$19.3K	﹤0.01%	1578
2025 Q3	$1.8M	Buy	45,241 +18,395	+69%	+$728K	﹤0.01%	1511
2025 Q2	$1.06M	Sell	26,846 -1,895	-7%	-$74K	﹤0.01%	1724
2025 Q1	$1.13M	Buy	+28,741	New	+$1.12M	﹤0.01%	1547

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

Wealth Enhancement Advisory Services's FLXR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its TCW Flexible Income ETF (FLXR) stake by 5.5% in Q2 2026, buying an estimated $58.6K and bringing the position to 28,589 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Wealth Enhancement Advisory Services first reported a position in FLXR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.8M in Q3 2025. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

Wealth Enhancement Advisory Services held 28,589 shares of TCW Flexible Income ETF worth $1.11M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,496 TCW Flexible Income ETF shares in Q2 2026, an estimated $58.6K.
TCW Flexible Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1995 holding.
Wealth Enhancement Advisory Services first reported a position in TCW Flexible Income ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's TCW Flexible Income ETF position peaked at $1.8M in Q3 2025.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.