Arkadios Wealth Advisors’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Arkadios Wealth Advisors’s Portfolio MODL Stock Details MODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Buy	22,611 +1,142	+5%	+$53.5K	0.02%	778
2025 Q4	$1.02M	Buy	21,469 +666	+3%	+$31.3K	0.02%	691
2025 Q3	$961K	Buy	20,803 +799	+4%	+$35.5K	0.02%	655
2025 Q2	$862K	Buy	20,004 +8,804	+79%	+$350K	0.03%	623
2025 Q1	$435K	Buy	11,200 +4,000	+56%	+$163K	0.02%	754
2024 Q4	$290K	Hold	7,200	–	–	0.02%	727
2024 Q3	$284K	Buy	7,200 +700	+11%	+$26.6K	0.02%	729
2024 Q2	$243K	Buy	+6,500	New	+$233K	0.02%	706

Other funds holding MODL

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arkadios Wealth Advisors's MODL Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 5.3% in Q1 2026, buying an estimated $53.5K and bringing the position to 22,611 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #778.

Arkadios Wealth Advisors first reported a position in MODL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Arkadios Wealth Advisors held 22,611 shares of VictoryShares WestEnd US Sector ETF worth $1.01M as of Q1 2026.
Arkadios Wealth Advisors bought 1,142 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $53.5K.
VictoryShares WestEnd US Sector ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #778 holding.
Arkadios Wealth Advisors first reported a position in VictoryShares WestEnd US Sector ETF in Q2 2024 and has held it in 8 quarters since.
Arkadios Wealth Advisors's VictoryShares WestEnd US Sector ETF position peaked at $1.02M in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.