Gladstone Institutional Advisory’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Gladstone Institutional Advisory’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	$2.66M	Buy	52,206 +2,403	+5%	+$118K	0.08%	240
2026 Q1	$2.23M	Sell	49,803 -543	-1%	-$25.4K	0.08%	248
2025 Q4	$2.39M	Buy	50,346 +1,695	+3%	+$79.7K	0.09%	230
2025 Q3	$2.25M	Buy	48,651 +1,847	+4%	+$82.1K	0.09%	227
2025 Q2	$2.02M	Buy	46,804 +4,787	+11%	+$190K	0.08%	239
2025 Q1	$1.63M	Buy	42,017 +27,765	+195%	+$1.13M	0.08%	253
2024 Q4	$573K	Buy	+14,252	New	+$575K	0.03%	444

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Gladstone Institutional Advisory's MODL Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 4.8% in Q2 2026, buying an estimated $118K and bringing the position to 52,206 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #240.

Gladstone Institutional Advisory first reported a position in MODL in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

Gladstone Institutional Advisory held 52,206 shares of VictoryShares WestEnd US Sector ETF worth $2.66M as of Q2 2026.
Gladstone Institutional Advisory bought 2,403 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $118K.
VictoryShares WestEnd US Sector ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #240 holding.
Gladstone Institutional Advisory first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2024 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.