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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
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's MODL Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 1.1% in Q1 2026, selling an estimated $25.4K and leaving 49,803 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #248.

Gladstone Institutional Advisory first reported a position in MODL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.39M in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

  • Gladstone Institutional Advisory held 49,803 shares of VictoryShares WestEnd US Sector ETF worth $2.23M as of Q1 2026.
  • Gladstone Institutional Advisory sold 543 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $25.4K.
  • VictoryShares WestEnd US Sector ETF made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #248 holding.
  • Gladstone Institutional Advisory first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2024 and has held it in 6 quarters since.
  • Gladstone Institutional Advisory's VictoryShares WestEnd US Sector ETF position peaked at $2.39M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.