Kingswood Wealth Advisors’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Kingswood Wealth 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	$697K	Sell	15,236 -3,150	-17%	-$137K	0.03%	515
2026 Q1	$726K	Sell	18,386 -1,008	-5%	-$40.2K	0.03%	450
2025 Q4	$764K	Buy	19,394 +2,245	+13%	+$86.1K	0.04%	408
2025 Q3	$643K	Buy	+17,149	New	+$622K	0.04%	417

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

Kingswood Wealth Advisors's VFLO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its VictoryShares Free Cash Flow ETF (VFLO) stake by 17% in Q2 2026, selling an estimated $137K and leaving 15,236 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #515.

Kingswood Wealth Advisors first reported a position in VFLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $764K in Q4 2025. 308 funds tracked by Wall St. Rank hold VFLO as of Q2 2026.

Kingswood Wealth Advisors held 15,236 shares of VictoryShares Free Cash Flow ETF worth $697K as of Q2 2026.
Kingswood Wealth Advisors sold 3,150 VictoryShares Free Cash Flow ETF shares in Q2 2026, an estimated $137K.
VictoryShares Free Cash Flow ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #515 holding.
Kingswood Wealth Advisors first reported a position in VictoryShares Free Cash Flow ETF in Q3 2025 and has held it in 4 quarters since.
Kingswood Wealth Advisors's VictoryShares Free Cash Flow ETF position peaked at $764K in Q4 2025.
308 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q2 2026.

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