HWA
MODL icon

HHM Wealth Advisors’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

HHM Wealth 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
2024
Q3 		– Sell
-105
Closed -$3.92K – 808
2024
Q2 		$3.92K Sell
105
-215
-67% -$7.7K ﹤0.01% 656
2024
Q1 		$11.5K Buy
+320
New +$11K ﹤0.01% 496

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HHM Wealth Advisors's MODL Position: Q3 2024 in Review

HHM Wealth Advisors sold out of VictoryShares WestEnd US Sector ETF (MODL) in Q3 2024, closing a stake of 105 shares — an estimated $3.92K sold.

HHM Wealth Advisors first reported a position in MODL in Q1 2024 and held it in 2 quarters. The position peaked at $11.5K in Q1 2024. 38 funds tracked by Wall St. Rank hold MODL as of Q3 2024.

  • HHM Wealth Advisors reported no remaining VictoryShares WestEnd US Sector ETF position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 105 VictoryShares WestEnd US Sector ETF shares in Q3 2024, an estimated $3.92K.
  • HHM Wealth Advisors first reported a position in VictoryShares WestEnd US Sector ETF in Q1 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's VictoryShares WestEnd US Sector ETF position peaked at $11.5K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.