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Regal Investment Advisors’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Regal Investment 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
2024
Q3 		– Sell
-6,870
Closed -$212K – 580
2024
Q2 		$212K Buy
+6,870
New +$215K 0.01% 537

Other funds holding VFLO

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Regal Investment Advisors's VFLO Position: Q3 2024 in Review

Regal Investment Advisors sold out of VictoryShares Free Cash Flow ETF (VFLO) in Q3 2024, closing a stake of 6,870 shares — an estimated $212K sold.

Regal Investment Advisors first reported a position in VFLO in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 100 funds tracked by Wall St. Rank hold VFLO as of Q3 2024.

  • Regal Investment Advisors reported no remaining VictoryShares Free Cash Flow ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,870 VictoryShares Free Cash Flow ETF shares in Q3 2024, an estimated $212K.
  • Regal Investment Advisors first reported a position in VictoryShares Free Cash Flow ETF in Q2 2024 and held it in 1 quarter.
  • Regal Investment Advisors's VictoryShares Free Cash Flow ETF position peaked at $212K in Q2 2024.
  • 100 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.