Carson Wealth (CWM LLC)
VFLO icon

Carson Wealth (CWM LLC)’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VFLO Stock Details VFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.1K Buy
966
+861
+820% +$34.3K ﹤0.01% 3993
2025
Q4 		$4K Sell
105
-27
-20% -$1.04K ﹤0.01% 4924
2025
Q3 		$5K Buy
+132
New +$4.79K ﹤0.01% 4767

Other funds holding VFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VFLO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VictoryShares Free Cash Flow ETF (VFLO) stake by 820% in Q1 2026, buying an estimated $34.3K and bringing the position to 966 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

Carson Wealth (CWM LLC) first reported a position in VFLO in Q3 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold VFLO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 966 shares of VictoryShares Free Cash Flow ETF worth $38.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 861 VictoryShares Free Cash Flow ETF shares in Q1 2026, an estimated $34.3K.
  • VictoryShares Free Cash Flow ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3993 holding.
  • Carson Wealth (CWM LLC) first reported a position in VictoryShares Free Cash Flow ETF in Q3 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.