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IAG Wealth Partners’s VictoryShares Small Cap Free Cash Flow ETF SFLO Stock Holding History

IAG Wealth Partners’s Portfolio SFLO Stock Details SFLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Sell
331,922
-10,863
-3% -$354K 1.12% 30
2026
Q1 		$10.3M Sell
342,785
-56,237
-14% -$1.69M 1.15% 28
2025
Q4 		$11.8M Buy
399,022
+393,688
+7,381% +$11.4M 1.36% 24
2025
Q3 		$155K Buy
+5,334
New +$150K 0.02% 132

Other funds holding SFLO

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

IAG Wealth Partners's SFLO Position: Q2 2026 in Review

IAG Wealth Partners reduced its VictoryShares Small Cap Free Cash Flow ETF (SFLO) stake by 3.2% in Q2 2026, selling an estimated $354K and leaving 331,922 shares worth $11.4M. The position accounts for 1.12% of the portfolio, ranked #30.

IAG Wealth Partners first reported a position in SFLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.8M in Q4 2025. 64 funds tracked by Wall St. Rank hold SFLO as of Q2 2026.

  • IAG Wealth Partners held 331,922 shares of VictoryShares Small Cap Free Cash Flow ETF worth $11.4M as of Q2 2026.
  • IAG Wealth Partners sold 10,863 VictoryShares Small Cap Free Cash Flow ETF shares in Q2 2026, an estimated $354K.
  • VictoryShares Small Cap Free Cash Flow ETF made up 1.12% of IAG Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • IAG Wealth Partners first reported a position in VictoryShares Small Cap Free Cash Flow ETF in Q3 2025 and has held it in 4 quarters since.
  • IAG Wealth Partners's VictoryShares Small Cap Free Cash Flow ETF position peaked at $11.8M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held VictoryShares Small Cap Free Cash Flow ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.