WFA
FLXR

Wellspring Financial Advisors’s TCW Flexible Income ETF FLXR Stock Holding History

Wellspring Financial Advisors’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
Q3 		– Sell
-5,303
Closed -$209K – 205
2025
Q2 		$209K Buy
+5,303
New +$207K 0.02% 161

Other funds holding FLXR

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $731M AUM 20.62% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Wellspring Financial Advisors's FLXR Position: Q3 2025 in Review

Wellspring Financial Advisors sold out of TCW Flexible Income ETF (FLXR) in Q3 2025, closing a stake of 5,303 shares — an estimated $209K sold.

Wellspring Financial Advisors first reported a position in FLXR in Q2 2025 and held it in 1 quarter. The position peaked at $209K in Q2 2025. 118 funds tracked by Wall St. Rank hold FLXR as of Q3 2025.

  • Wellspring Financial Advisors reported no remaining TCW Flexible Income ETF position as of Q3 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 5,303 TCW Flexible Income ETF shares in Q3 2025, an estimated $209K.
  • Wellspring Financial Advisors first reported a position in TCW Flexible Income ETF in Q2 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's TCW Flexible Income ETF position peaked at $209K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q3 2025.

Based on Wellspring Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.