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SimpliFi Inc’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

SimpliFi Inc’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
2025
Q3 		– Sell
-134,260
Closed -$4.75M – 48
2025
Q2 		$4.75M Sell
134,260
-245
-0.2% -$8.24K 2.09% 13
2025
Q1 		$4.61M Buy
134,505
+63,895
+90% +$2.24M 2.12% 13
2024
Q4 		$2.41M Buy
70,610
+1,275
+2% +$44.2K 1.1% 14
2024
Q3 		$2.31M Buy
+69,335
New +$2.22M 1.02% 14

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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $156B AUM 27.51% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SimpliFi Inc's VFLO Position: Q3 2025 in Review

SimpliFi Inc sold out of VictoryShares Free Cash Flow ETF (VFLO) in Q3 2025, closing a stake of 134,260 shares — an estimated $4.75M sold.

SimpliFi Inc first reported a position in VFLO in Q3 2024 and held it in 4 quarters. The position peaked at $4.75M in Q2 2025. 226 funds tracked by Wall St. Rank hold VFLO as of Q3 2025.

  • SimpliFi Inc reported no remaining VictoryShares Free Cash Flow ETF position as of Q3 2025 after selling out during the quarter.
  • SimpliFi Inc sold 134,260 VictoryShares Free Cash Flow ETF shares in Q3 2025, an estimated $4.75M.
  • SimpliFi Inc first reported a position in VictoryShares Free Cash Flow ETF in Q3 2024 and held it in 4 quarters.
  • SimpliFi Inc's VictoryShares Free Cash Flow ETF position peaked at $4.75M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q3 2025.

Based on SimpliFi Inc's 13F filing for Q3 2025, filed 24 Oct 2025.