Patriot Financial Group Insurance Agency’s VictoryShares Small Cap Free Cash Flow ETF SFLO Stock Holding History

Patriot Financial Group Insurance Agency’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	$2.59M	Sell	75,691 -58,167	-43%	-$1.89M	0.27%	104
2026 Q1	$4.02M	Buy	133,858 +61,191	+84%	+$1.84M	0.23%	121
2025 Q4	$2.14M	Sell	72,667 -624	-0.9%	-$18.1K	0.25%	110
2025 Q3	$2.13M	Sell	73,291 -3,181	-4%	-$89.4K	0.27%	100
2025 Q2	$2M	Sell	76,472 -2,568	-3%	-$62.7K	0.23%	110
2025 Q1	$1.94M	Buy	+79,040	New	+$2.09M	0.26%	100

Other funds holding SFLO

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SFLO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its VictoryShares Small Cap Free Cash Flow ETF (SFLO) stake by 43% in Q2 2026, selling an estimated $1.89M and leaving 75,691 shares worth $2.59M. The position accounts for 0.27% of the portfolio, ranked #104.

Patriot Financial Group Insurance Agency first reported a position in SFLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02M in Q1 2026. 33 funds tracked by Wall St. Rank hold SFLO as of Q2 2026.

Patriot Financial Group Insurance Agency held 75,691 shares of VictoryShares Small Cap Free Cash Flow ETF worth $2.59M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 58,167 VictoryShares Small Cap Free Cash Flow ETF shares in Q2 2026, an estimated $1.89M.
VictoryShares Small Cap Free Cash Flow ETF made up 0.27% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #104 holding.
Patriot Financial Group Insurance Agency first reported a position in VictoryShares Small Cap Free Cash Flow ETF in Q1 2025 and has held it in 6 quarters since.
Patriot Financial Group Insurance Agency's VictoryShares Small Cap Free Cash Flow ETF position peaked at $4.02M in Q1 2026.
33 funds tracked by Wall St. Rank held VictoryShares Small Cap Free Cash Flow ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.