Wealth Enhancement Advisory Services
FLXR

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

KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return