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 Q3	$9K	Sell	172 -52	-23%	-$2.71K	﹤0.01%	2550
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

AssetMark Inc's MODL Position: Q3 2026 in Review

AssetMark Inc reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 23% in Q3 2026, selling an estimated $2.71K and leaving 172 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

AssetMark Inc first reported a position in MODL in Q3 2025 and has held it in 5 quarters since. The position peaked at $11.4K in Q2 2026. 24 funds tracked by Wall St. Rank hold MODL as of Q3 2026.

AssetMark Inc held 172 shares of VictoryShares WestEnd US Sector ETF worth $9K as of Q3 2026.
AssetMark Inc sold 52 VictoryShares WestEnd US Sector ETF shares in Q3 2026, an estimated $2.71K.
VictoryShares WestEnd US Sector ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2550 holding.
AssetMark Inc first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2025 and has held it in 5 quarters since.
AssetMark Inc's VictoryShares WestEnd US Sector ETF position peaked at $11.4K in Q2 2026.
24 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.