White & Co Financial Planning’s TCW Flexible Income ETF FLXR Stock Holding History

White & Co Financial Planning’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	$11.8M	Buy	300,921 +41,367	+16%	+$1.62M	7.31%	6
2026 Q1	$10.2M	Buy	259,554 +28,132	+12%	+$1.11M	7.17%	6
2025 Q4	$9.16M	Sell	231,422 -570	-0.2%	-$22.6K	6.85%	6
2025 Q3	$9.23M	Buy	231,992 +13,209	+6%	+$523K	6.95%	6
2025 Q2	$8.64M	Sell	218,783 -791	-0.4%	-$30.9K	6.91%	6
2025 Q1	$8.59M	Buy	219,574 +6,700	+3%	+$261K	7.41%	6
2024 Q4	$8.23M	Buy	+212,874	New	+$8.3M	6.98%	6

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 22.9% 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

White & Co Financial Planning's FLXR Position: Q2 2026 in Review

White & Co Financial Planning increased its TCW Flexible Income ETF (FLXR) stake by 16% in Q2 2026, buying an estimated $1.62M and bringing the position to 300,921 shares worth $11.8M. The position accounts for 7.31% of the portfolio, ranked #6.

White & Co Financial Planning first reported a position in FLXR in Q4 2024 and has held it in 7 quarters since. 174 funds tracked by Wall St. Rank hold FLXR as of Q2 2026.

White & Co Financial Planning held 300,921 shares of TCW Flexible Income ETF worth $11.8M as of Q2 2026.
White & Co Financial Planning bought 41,367 TCW Flexible Income ETF shares in Q2 2026, an estimated $1.62M.
TCW Flexible Income ETF made up 7.31% of White & Co Financial Planning's portfolio in Q2 2026, its #6 holding.
White & Co Financial Planning first reported a position in TCW Flexible Income ETF in Q4 2024 and has held it in 7 quarters since.
174 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.