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

Transform Wealth’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
Q1 		$4.06M Sell
118,520
-14,132
-11% -$496K 0.25% 81
2024
Q4 		$4.52M Buy
132,652
+14,971
+13% +$519K 0.25% 83
2024
Q3 		$3.92M Sell
117,681
-7,504
-6% -$241K 0.26% 75
2024
Q2 		$3.87M Buy
+125,185
New +$3.92M 0.29% 74

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Transform Wealth's VFLO Position: Q1 2025 in Review

Transform Wealth reduced its VictoryShares Free Cash Flow ETF (VFLO) stake by 11% in Q1 2025, selling an estimated $496K and leaving 118,520 shares worth $4.06M. The position accounts for 0.25% of the portfolio, ranked #81.

Transform Wealth first reported a position in VFLO in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.52M in Q4 2024. 194 funds tracked by Wall St. Rank hold VFLO as of Q1 2025.

  • Transform Wealth held 118,520 shares of VictoryShares Free Cash Flow ETF worth $4.06M as of Q1 2025.
  • Transform Wealth sold 14,132 VictoryShares Free Cash Flow ETF shares in Q1 2025, an estimated $496K.
  • VictoryShares Free Cash Flow ETF made up 0.25% of Transform Wealth's portfolio in Q1 2025, its #81 holding.
  • Transform Wealth first reported a position in VictoryShares Free Cash Flow ETF in Q2 2024 and has held it in 4 quarters since.
  • Transform Wealth's VictoryShares Free Cash Flow ETF position peaked at $4.52M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held VictoryShares Free Cash Flow ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.