WCFP
FLXR

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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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