FLXR — TCW ETF TRUST

Ownership history in Leelyn Smith, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Leelyn Smith, LLC 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
4.22% (2025 Q4)
Avg. % of fund
1.18%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 737,526 +675,329 +1085.8% 4.22% $29.2M $39.20
2025 Q3 REDUCED 62,197 -618 -1.0% 0.37% $2.5M $38.64
2025 Q2 REDUCED 62,815 -1,004 -1.6% 0.41% $2.5M $37.82
2025 Q1 REDUCED 63,819 -1,358 -2.1% 0.44% $2.5M $37.04
2024 Q4 INITIATED 65,177 — — 0.45% $2.5M $36.17
% 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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