FLXR — TCW ETF TRUST

Ownership history in Etesian Wealth Advisors, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in TCW ETF TRUST (FLXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.28% (2025 Q4)
Avg. % of fund
0.78%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 103,037 +33,380 +47.9% 1.28% $4.1M $39.20
2025 Q3 ADDED 69,657 +59,532 +588.0% 0.92% $2.8M $38.64
2025 Q2 INITIATED 10,125 — — 0.15% $399K $37.82
% of Fund (quarterly)    FLXR price (monthly, adj. close)

Other funds also holding FLXR

As of 2025 Q4 — sorted by position size

PEAK FINANCIAL ADVISORS LLC 3Y 11.43% First Pacific Financial 3Y 11.25% Morton Capital Management LLC/CA 9.95% Keudell/Morrison Wealth Management 3Y 9.86% Morling Financial Advisors, LLC 3Y 9.19% WJ Wealth Management, LLC 3Y 7.71% Francis Financial, Inc. 3Y 7Y 7.16% Spectrum Wealth Advisory Group, LLC 3Y 5.5% Tidemark, LLC 4.73% Weaver Capital Management LLC 4.27%
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