TCW Flexible Income ETF $FLXR Stock Position Boosted by Peak Financial Advisors LLC

Peak Financial Advisors LLC lifted its holdings in TCW Flexible Income ETF (NYSE:FLXR) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 920,457 shares of the company’s stock after purchasing an additional 30,661 shares during the quarter. TCW Flexible Income ETF comprises 15.1% of Peak Financial Advisors LLC’s holdings, making the stock its biggest position. Peak Financial Advisors LLC owned approximately 0.95% of TCW Flexible Income ETF worth $34,913,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of FLXR. Bank of America Corp DE lifted its stake in TCW Flexible Income ETF by 29.4% in the first quarter. Bank of America Corp DE now owns 6,207,962 shares of the company’s stock valued at $243,787,000 after buying an additional 1,409,031 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of TCW Flexible Income ETF by 41.0% during the second quarter. Envestnet Asset Management Inc. now owns 2,158,257 shares of the company’s stock worth $84,625,000 after acquiring an additional 627,369 shares in the last quarter. Wealthspire Retirement LLC bought a new stake in shares of TCW Flexible Income ETF during the first quarter worth $21,058,000. Family Manage LLC increased its position in shares of TCW Flexible Income ETF by 100.8% during the first quarter. Family Manage LLC now owns 789,776 shares of the company’s stock worth $31,015,000 after acquiring an additional 396,463 shares in the last quarter. Finally, JGP Wealth Management LLC acquired a new stake in shares of TCW Flexible Income ETF during the third quarter worth $9,406,000.

TCW Flexible Income ETF Stock Up 0.2%

FLXR opened at $38.19 on Friday. TCW Flexible Income ETF has a 12 month low of $36.03 and a 12 month high of $39.90. The firm’s fifty day simple moving average is $38.23 and its 200 day simple moving average is $39.00.

TCW Flexible Income ETF Profile

The TCW Flexible Income ETF (FLXR) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed ETF that seeks to provide consistent income. The fund has the flexibility to invest across a wide spectrum of security type, credit quality and maturity profiles FLXR was launched on Nov 30, 2018 and is issued by TCW.