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 Q3	$690K	Sell	13,176 -612	-4%	-$31.9K	﹤0.01%	1374
2026 Q2	$703K	Buy	13,788 +6,391	+86%	+$315K	0.01%	1203
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 $179B AUM 29.92% 1-Year Est. Return

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

Concurrent Investment Advisors's MODL Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 4.4% in Q3 2026, selling an estimated $31.9K and leaving 13,176 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Concurrent Investment Advisors first reported a position in MODL in Q2 2025 and has held it in 6 quarters since. The position peaked at $703K in Q2 2026. 31 funds tracked by Wall St. Rank hold MODL as of Q3 2026.

Concurrent Investment Advisors held 13,176 shares of VictoryShares WestEnd US Sector ETF worth $690K as of Q3 2026.
Concurrent Investment Advisors sold 612 VictoryShares WestEnd US Sector ETF shares in Q3 2026, an estimated $31.9K.
VictoryShares WestEnd US Sector ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1374 holding.
Concurrent Investment Advisors first reported a position in VictoryShares WestEnd US Sector ETF in Q2 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's VictoryShares WestEnd US Sector ETF position peaked at $703K in Q2 2026.
31 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.