Optivise Advisory Services’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Optivise Advisory 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
2026 Q2	$1.56M	Sell	34,128 -2,512	-7%	-$109K	0.79%	30
2026 Q1	$1.45M	Buy	36,640 +551	+2%	+$22K	0.88%	25
2025 Q4	$1.42M	Sell	36,089 -6,755	-16%	-$259K	0.82%	33
2025 Q3	$1.61M	Buy	42,844 +4,174	+11%	+$151K	0.96%	23
2025 Q2	$1.37M	Buy	38,670 +5,417	+16%	+$182K	0.7%	36
2025 Q1	$1.14M	Buy	+33,253	New	+$1.17M	0.64%	40

Other funds holding VFLO

MFG

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAG

Wilkerson Advisory Group Columbia, Missouri $326M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Optivise Advisory Services's VFLO Position: Q2 2026 in Review

Optivise Advisory Services reduced its VictoryShares Free Cash Flow ETF (VFLO) stake by 6.9% in Q2 2026, selling an estimated $109K and leaving 34,128 shares worth $1.56M. The position accounts for 0.79% of the portfolio, ranked #30.

Optivise Advisory Services first reported a position in VFLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 84 funds tracked by Wall St. Rank hold VFLO as of Q2 2026.

Optivise Advisory Services held 34,128 shares of VictoryShares Free Cash Flow ETF worth $1.56M as of Q2 2026.
Optivise Advisory Services sold 2,512 VictoryShares Free Cash Flow ETF shares in Q2 2026, an estimated $109K.
VictoryShares Free Cash Flow ETF made up 0.79% of Optivise Advisory Services's portfolio in Q2 2026, its #30 holding.
Optivise Advisory Services first reported a position in VictoryShares Free Cash Flow ETF in Q1 2025 and has held it in 6 quarters since.
Optivise Advisory Services's VictoryShares Free Cash Flow ETF position peaked at $1.61M in Q3 2025.
84 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.