Envestnet Asset Management
MODL icon

Envestnet Asset Management’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Envestnet Asset Management’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 		$19.5M Buy
383,308
+189,095
+97% +$9.32M ﹤0.01% 1470
2026
Q1 		$8.68M Sell
194,213
-167,981
-46% -$7.87M ﹤0.01% 1918
2025
Q4 		$17.2M Buy
362,194
+48,162
+15% +$2.26M 0.01% 1308
2025
Q3 		$14.5M Buy
314,032
+13,465
+4% +$599K ﹤0.01% 1508
2025
Q2 		$13M Buy
300,567
+31,882
+12% +$1.27M ﹤0.01% 1563
2025
Q1 		$10.4M Buy
268,685
+139,994
+109% +$5.69M ﹤0.01% 1632
2024
Q4 		$5.18M Buy
128,691
+15,026
+13% +$606K ﹤0.01% 2078
2024
Q3 		$4.48M Buy
113,665
+5,813
+5% +$221K ﹤0.01% 2167
2024
Q2 		$4.03M Sell
107,852
-15,405
-12% -$552K ﹤0.01% 2171
2024
Q1 		$4.41M Buy
123,257
+53,214
+76% +$1.82M ﹤0.01% 2067
2023
Q4 		$2.28M Buy
70,043
+47,067
+205% +$1.45M ﹤0.01% 2388
2023
Q3 		$682K Buy
22,976
+10,041
+78% +$310K ﹤0.01% 3075
2023
Q2 		$401K Sell
12,935
-253
-2% -$7.47K ﹤0.01% 3333
2023
Q1 		$378K Buy
13,188
+298
+2% +$8.19K ﹤0.01% 3327
2022
Q4 		$343K Buy
+12,890
New +$345K ﹤0.01% 3339

Other funds holding MODL

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management's MODL Position: Q2 2026 in Review

Envestnet Asset Management increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 97% in Q2 2026, buying an estimated $9.32M and bringing the position to 383,308 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Envestnet Asset Management first reported a position in MODL in Q4 2022 and has held it in 15 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

  • Envestnet Asset Management held 383,308 shares of VictoryShares WestEnd US Sector ETF worth $19.5M as of Q2 2026.
  • Envestnet Asset Management bought 189,095 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $9.32M.
  • VictoryShares WestEnd US Sector ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1470 holding.
  • Envestnet Asset Management first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2022 and has held it in 15 quarters since.
  • 52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.