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Tcw Etf Trust shares owned by Peak Financial Management

Quarter-by-quarter ownership of Tcw Etf Trust (FLXR) shares owned by Peak Financial Management from 13F filings

Historical chart of Peak Financial Management investment in Tcw Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Tcw Etf Trust held by Peak Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tcw Etf Trust by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 199k 39.80
2025-06-30 $4.9M 125k 39.45

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

Top funds holding Tcw Etf Trust

Captrust Financial Advisors
UBS Group
LPL Financial
First Pacific Financial
Morton Capital Management
Cary Street Partners Financial
M^T Bank Corporation
Envestnet Asset Management
TCW Group
Janney Montgomery Scott
Stifel Financial
Francis Financial
Raymond James Financial
Morling Financial Advisors
Peak Financial Advisors

View all funds holding Tcw Etf Trust