Coastal Bridge Advisors’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Coastal Bridge 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	$1.61M	Buy	36,101 +263	+0.7%	+$12.3K	0.11%	177
2025 Q4	$1.7M	Buy	35,838 +2,938	+9%	+$138K	0.13%	167
2025 Q3	$1.52M	Buy	32,900 +297	+0.9%	+$13.2K	0.12%	172
2025 Q2	$1.41M	Sell	32,603 -2,399	-7%	-$95.5K	0.12%	179
2025 Q1	$1.36M	Buy	+35,002	New	+$1.42M	0.34%	77

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

Coastal Bridge Advisors's MODL Position: Q1 2026 in Review

Coastal Bridge Advisors increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 0.73% in Q1 2026, buying an estimated $12.3K and bringing the position to 36,101 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #177.

Coastal Bridge Advisors first reported a position in MODL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Coastal Bridge Advisors held 36,101 shares of VictoryShares WestEnd US Sector ETF worth $1.61M as of Q1 2026.
Coastal Bridge Advisors bought 263 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $12.3K.
VictoryShares WestEnd US Sector ETF made up 0.11% of Coastal Bridge Advisors's portfolio in Q1 2026, its #177 holding.
Coastal Bridge Advisors first reported a position in VictoryShares WestEnd US Sector ETF in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's VictoryShares WestEnd US Sector ETF position peaked at $1.7M in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.