Comprehensive Financial Planning’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Comprehensive Financial Planning’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 Q2	$1.98M	Buy	43,277 +471	+1%	+$20.5K	1.06%	31
2026 Q1	$1.69M	Sell	42,806 -2,284	-5%	-$91K	1.17%	27
2025 Q4	$1.78M	Buy	45,090 +245	+0.5%	+$9.4K	1.17%	27
2025 Q3	$1.68M	Buy	44,845 +309	+0.7%	+$11.2K	1.15%	27
2025 Q2	$1.57M	Buy	44,536 +8,205	+23%	+$276K	1.24%	24
2025 Q1	$1.25M	Buy	36,331 +15,269	+72%	+$536K	1.21%	24
2024 Q4	$718K	Buy	+21,062	New	+$729K	0.61%	38

Other funds holding VFLO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Comprehensive Financial Planning's VFLO Position: Q2 2026 in Review

Comprehensive Financial Planning increased its VictoryShares Free Cash Flow ETF (VFLO) stake by 1.1% in Q2 2026, buying an estimated $20.5K and bringing the position to 43,277 shares worth $1.98M. The position accounts for 1.06% of the portfolio, ranked #31.

Comprehensive Financial Planning first reported a position in VFLO in Q4 2024 and has held it in 7 quarters since. 308 funds tracked by Wall St. Rank hold VFLO as of Q2 2026.

Comprehensive Financial Planning held 43,277 shares of VictoryShares Free Cash Flow ETF worth $1.98M as of Q2 2026.
Comprehensive Financial Planning bought 471 VictoryShares Free Cash Flow ETF shares in Q2 2026, an estimated $20.5K.
VictoryShares Free Cash Flow ETF made up 1.06% of Comprehensive Financial Planning's portfolio in Q2 2026, its #31 holding.
Comprehensive Financial Planning first reported a position in VictoryShares Free Cash Flow ETF in Q4 2024 and has held it in 7 quarters since.
308 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.