Brookwood Investment Group sold 210,541 shares of TCW Flexible Income ETF (FLXR) for an estimated $8.36 million in the fourth quarter of 2025. The quarter-end FLXR position value decreased by $8.42 million, leading to a 1% change in reportable AUM. Post-trade holding: 223,732 shares valued at $8.86 million, representing 1.06% of fund AUM.

The sale of FLXR shares by Brookwood Investment Group reduced its position in the ETF, which now accounts for 1.06% of the firm’s reportable AUM. Top holdings include tech giants like Nvidia, Apple, and Alphabet, with FLXR now outside the top five holdings. FLXR offers a 5.64% dividend yield and has a 1-year total return of 8.15%.

FLXR actively manages its portfolio by adjusting allocations across various debt securities based on market conditions, offering flexibility and a 5.5% yield. Brookwood’s reduction in FLXR holdings suggests a shift towards equities or repositioning ahead of expected rate changes. For investors seeking income and diversification, FLXR can serve as a core bond holding to balance stock investments.

Read more at Nasdaq: Advisory Firm Slashes Income Fund by $8.4 Million While Nvidia and VTI Lead Holdings