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CarsonAllaria Wealth Management’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

CarsonAllaria Wealth Management’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
2024
Q4 		– Sell
-858
Closed -$28.6K – 393
2024
Q3 		$28.6K Buy
+858
New +$27.5K 0.02% 173

Other funds holding VFLO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $536M AUM 14.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CarsonAllaria Wealth Management's VFLO Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of VictoryShares Free Cash Flow ETF (VFLO) in Q4 2024, closing a stake of 858 shares — an estimated $28.6K sold.

CarsonAllaria Wealth Management first reported a position in VFLO in Q3 2024 and held it in 1 quarter. The position peaked at $28.6K in Q3 2024. 157 funds tracked by Wall St. Rank hold VFLO as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining VictoryShares Free Cash Flow ETF position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 858 VictoryShares Free Cash Flow ETF shares in Q4 2024, an estimated $28.6K.
  • CarsonAllaria Wealth Management first reported a position in VictoryShares Free Cash Flow ETF in Q3 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's VictoryShares Free Cash Flow ETF position peaked at $28.6K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.