FLXR β€” TCW ETF TRUST

Ownership history in BELLEVUE ASSET MANAGEMENT, LLC  Β·  3 quarters on record

AI Ownership Summary

BELLEVUE ASSET MANAGEMENT, LLC reported TCW ETF TRUST (FLXR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.07% in 2025 Q3. The latest visible filing shows FLXR at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BELLEVUE ASSET MANAGEMENT, LLC's position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FLXR was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BELLEVUE ASSET MANAGEMENT, LLC held FLXR β€” position size vs. price
% of Fund (quarterly)    FLXR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 114,516 +1,372 +1.2% 1.47% $4.5M 2026-02-14 (Est.) $39.37
2025 Q3 ADDED 113,144 +10,576 +10.3% 2.07% $4.5M 2025-11-04 $38.64
2025 Q2 INITIATED 102,568 β€” β€” 1.97% $4.0M 2025-07-23 $37.75

FAQ About BELLEVUE ASSET MANAGEMENT, LLC and FLXR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BELLEVUE ASSET MANAGEMENT, LLC reported owning FLXR?

BELLEVUE ASSET MANAGEMENT, LLC reported FLXR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FLXR position in BELLEVUE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for FLXR was 2.07% in 2025 Q3.

What is the latest reported FLXR position on this page?

The most recent filing on this page is 2025 Q4, when BELLEVUE ASSET MANAGEMENT, LLC reported 114,516 shares, equal to 1.47% of portfolio, with an estimated market value of $4.5M.

What does the chart on this FLXR ownership page compare?

The chart compares BELLEVUE ASSET MANAGEMENT, LLC's quarterly FLXR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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