AssetMark Inc
MODL icon

AssetMark Inc’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

AssetMark Inc’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
Q2 		$11.4K Hold
224
– – ﹤0.01% 2401
2026
Q1 		$10K Hold
224
– – ﹤0.01% 2317
2025
Q4 		$10.6K Buy
224
+126
+129% +$5.92K ﹤0.01% 2195
2025
Q3 		$4.53K Buy
+98
New +$4.36K ﹤0.01% 2379

Other funds holding MODL

Victory Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc's MODL Position: Q2 2026 in Review

AssetMark Inc held its VictoryShares WestEnd US Sector ETF (MODL) position steady in Q2 2026 at 224 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

AssetMark Inc first reported a position in MODL in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

  • AssetMark Inc held 224 shares of VictoryShares WestEnd US Sector ETF worth $11.4K as of Q2 2026.
  • AssetMark Inc left its VictoryShares WestEnd US Sector ETF share count unchanged in Q2 2026.
  • VictoryShares WestEnd US Sector ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2401 holding.
  • AssetMark Inc first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.