Concurrent Investment Advisors’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Concurrent Investment Advisors’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	$750K	Buy	16,383 +2,759	+20%	+$120K	0.01%	1168
2026 Q1	$538K	Sell	13,624 -227,833	-94%	-$9.08M	0.01%	1184
2025 Q4	$9.51M	Buy	241,457 +3,009	+1%	+$115K	0.11%	196
2025 Q3	$8.94M	Buy	238,448 +64	+0%	+$2.32K	0.15%	138
2025 Q2	$8.43M	Sell	238,384 -2,821	-1%	-$94.9K	0.16%	137
2025 Q1	$8.27M	Buy	+241,205	New	+$8.47M	0.2%	109

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

Concurrent Investment Advisors's VFLO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VictoryShares Free Cash Flow ETF (VFLO) stake by 20% in Q2 2026, buying an estimated $120K and bringing the position to 16,383 shares worth $750K. The position accounts for 0.01% of the portfolio, ranked #1168.

Concurrent Investment Advisors first reported a position in VFLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.51M in Q4 2025. 308 funds tracked by Wall St. Rank hold VFLO as of Q2 2026.

Concurrent Investment Advisors held 16,383 shares of VictoryShares Free Cash Flow ETF worth $750K as of Q2 2026.
Concurrent Investment Advisors bought 2,759 VictoryShares Free Cash Flow ETF shares in Q2 2026, an estimated $120K.
VictoryShares Free Cash Flow ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1168 holding.
Concurrent Investment Advisors first reported a position in VictoryShares Free Cash Flow ETF in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's VictoryShares Free Cash Flow ETF position peaked at $9.51M in Q4 2025.
308 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.