Broadway Wealth Solutions’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Broadway Wealth Solutions’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	$259K	Hold	5,091	–	–	0.12%	77
2026 Q1	$228K	Sell	5,091 -211	-4%	-$9.89K	0.12%	87
2025 Q4	$252K	Sell	5,302 -650	-11%	-$30.6K	0.13%	79
2025 Q3	$275K	Hold	5,952	–	–	0.15%	78
2025 Q2	$257K	Buy	5,952 +231	+4%	+$9.19K	0.16%	79
2025 Q1	$222K	Sell	5,721 -733	-11%	-$29.8K	0.16%	82
2024 Q4	$260K	Buy	+6,454	New	+$260K	0.2%	77

Other funds holding MODL

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Broadway Wealth Solutions's MODL Position: Q2 2026 in Review

Broadway Wealth Solutions held its VictoryShares WestEnd US Sector ETF (MODL) position steady in Q2 2026 at 5,091 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #77.

Broadway Wealth Solutions first reported a position in MODL in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q3 2025. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

Broadway Wealth Solutions held 5,091 shares of VictoryShares WestEnd US Sector ETF worth $259K as of Q2 2026.
Broadway Wealth Solutions left its VictoryShares WestEnd US Sector ETF share count unchanged in Q2 2026.
VictoryShares WestEnd US Sector ETF made up 0.12% of Broadway Wealth Solutions's portfolio in Q2 2026, its #77 holding.
Broadway Wealth Solutions first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2024 and has held it in 7 quarters since.
Broadway Wealth Solutions's VictoryShares WestEnd US Sector ETF position peaked at $275K in Q3 2025.
52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.