Strategic Planning Group’s VictoryShares Free Cash Flow ETF VFLO Stock Holding History

Strategic Planning Group’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 Q2	$273K	Buy	5,958 +9	+0.2%	+$392	0.03%	69
2026 Q1	$235K	Sell	5,949 -1,234	-17%	-$49.2K	0.03%	70
2025 Q4	$283K	Sell	7,183 -1,210	-14%	-$46.4K	0.04%	68
2025 Q3	$315K	Sell	8,393 -488,875	-98%	-$17.7M	0.04%	68
2025 Q2	$17.6M	Sell	497,268 -15,869	-3%	-$534K	2.85%	10
2025 Q1	$17.6M	Sell	513,137 -19,443	-4%	-$683K	3.44%	5
2024 Q4	$18.2M	Buy	+532,580	New	+$18.4M	3.34%	7

Other funds holding VFLO

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Strategic Planning Group's VFLO Position: Q2 2026 in Review

Strategic Planning Group increased its VictoryShares Free Cash Flow ETF (VFLO) stake by 0.15% in Q2 2026, buying an estimated $392 and bringing the position to 5,958 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #69.

Strategic Planning Group first reported a position in VFLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.2M in Q4 2024. 38 funds tracked by Wall St. Rank hold VFLO as of Q2 2026.

Strategic Planning Group held 5,958 shares of VictoryShares Free Cash Flow ETF worth $273K as of Q2 2026.
Strategic Planning Group bought 9 VictoryShares Free Cash Flow ETF shares in Q2 2026, an estimated $392.
VictoryShares Free Cash Flow ETF made up 0.03% of Strategic Planning Group's portfolio in Q2 2026, its #69 holding.
Strategic Planning Group first reported a position in VictoryShares Free Cash Flow ETF in Q4 2024 and has held it in 7 quarters since.
Strategic Planning Group's VictoryShares Free Cash Flow ETF position peaked at $18.2M in Q4 2024.
38 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.