HFS
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HBC Financial Services’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

HBC Financial Services’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 		$102K Buy
+3,000
New +$104K 0.06% 47
2024
Q2 		– Sell
-800
Closed -$24K – 178
2024
Q1 		$24K Buy
+800
New +$23.6K 0.02% 89

Other funds holding VFLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $8.53B AUM 21.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $580M AUM 16.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBC Financial Services's VFLO Position: Q4 2024 in Review

HBC Financial Services opened a new position in VictoryShares Free Cash Flow ETF (VFLO) in Q4 2024: 3,000 shares worth $102K. The stake represents 0.06% of the portfolio and ranks #47 among its holdings. This is a return to the name: HBC Financial Services previously reported a position in VFLO as recently as Q1 2024.

HBC Financial Services first reported a position in VFLO in Q1 2024 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold VFLO as of Q4 2024.

  • HBC Financial Services held 3,000 shares of VictoryShares Free Cash Flow ETF worth $102K as of Q4 2024.
  • VictoryShares Free Cash Flow ETF was a new HBC Financial Services position in Q4 2024.
  • VictoryShares Free Cash Flow ETF made up 0.06% of HBC Financial Services's portfolio in Q4 2024, its #47 holding.
  • HBC Financial Services first reported a position in VictoryShares Free Cash Flow ETF in Q1 2024 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.