Concurrent Investment Advisors’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Concurrent Investment 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	$331K	Sell	7,397 -842	-10%	-$39.4K	﹤0.01%	1427
2025 Q4	$392K	Buy	8,239 +2,937	+55%	+$138K	﹤0.01%	1255
2025 Q3	$245K	Buy	5,302 +502	+10%	+$22.3K	﹤0.01%	1252
2025 Q2	$207K	Buy	+4,800	New	+$191K	﹤0.01%	1251

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

Concurrent Investment Advisors's MODL Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 10% in Q1 2026, selling an estimated $39.4K and leaving 7,397 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Concurrent Investment Advisors first reported a position in MODL in Q2 2025 and has held it in 4 quarters since. The position peaked at $392K in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Concurrent Investment Advisors held 7,397 shares of VictoryShares WestEnd US Sector ETF worth $331K as of Q1 2026.
Concurrent Investment Advisors sold 842 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $39.4K.
VictoryShares WestEnd US Sector ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1427 holding.
Concurrent Investment Advisors first reported a position in VictoryShares WestEnd US Sector ETF in Q2 2025 and has held it in 4 quarters since.
Concurrent Investment Advisors's VictoryShares WestEnd US Sector ETF position peaked at $392K in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.