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SHP Wealth Management’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

SHP Wealth Management’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
Q1 		$488K Sell
12,366
-4,393
-26% -$175K 0.04% 157
2025
Q4 		$660K Buy
+16,759
New +$643K 0.05% 117

Other funds holding VFLO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SHP Wealth Management's VFLO Position: Q1 2026 in Review

SHP Wealth Management reduced its VictoryShares Free Cash Flow ETF (VFLO) stake by 26% in Q1 2026, selling an estimated $175K and leaving 12,366 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #157.

SHP Wealth Management first reported a position in VFLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $660K in Q4 2025. 285 funds tracked by Wall St. Rank hold VFLO as of Q1 2026.

  • SHP Wealth Management held 12,366 shares of VictoryShares Free Cash Flow ETF worth $488K as of Q1 2026.
  • SHP Wealth Management sold 4,393 VictoryShares Free Cash Flow ETF shares in Q1 2026, an estimated $175K.
  • VictoryShares Free Cash Flow ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #157 holding.
  • SHP Wealth Management first reported a position in VictoryShares Free Cash Flow ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VictoryShares Free Cash Flow ETF position peaked at $660K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.