SimpliFi Inc
VFLO icon

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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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. 228 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.
  • 228 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.