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

GoalVest 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	$111K	Sell	2,179 -5,826	-73%	-$287K	0.02%	154
2026 Q1	$358K	Sell	8,005 -22	-0.3%	-$1.03K	0.07%	114
2025 Q4	$381K	Buy	8,027 +6,831	+571%	+$321K	0.07%	114
2025 Q3	$55.3K	Buy	1,196 +1,040	+667%	+$46.2K	0.01%	213
2025 Q2	$6.72K	Hold	156	–	–	﹤0.01%	321
2025 Q1	$6.06K	Hold	156	–	–	﹤0.01%	286
2024 Q4	$6.28K	Sell	156 -260	-63%	-$10.5K	﹤0.01%	300
2024 Q3	$16.4K	Buy	+416	New	+$15.8K	﹤0.01%	281

Other funds holding MODL

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

GoalVest Advisory's MODL Position: Q2 2026 in Review

GoalVest Advisory reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 73% in Q2 2026, selling an estimated $287K and leaving 2,179 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #154.

GoalVest Advisory first reported a position in MODL in Q3 2024 and has held it in 8 quarters since. The position peaked at $381K in Q4 2025. 9 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

GoalVest Advisory held 2,179 shares of VictoryShares WestEnd US Sector ETF worth $111K as of Q2 2026.
GoalVest Advisory sold 5,826 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $287K.
VictoryShares WestEnd US Sector ETF made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #154 holding.
GoalVest Advisory first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2024 and has held it in 8 quarters since.
GoalVest Advisory's VictoryShares WestEnd US Sector ETF position peaked at $381K in Q4 2025.
9 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.