Integrated Wealth Concepts
MODL icon

Integrated Wealth Concepts’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Integrated Wealth Concepts’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 		$34.8M Sell
682,675
-11,884
-2% -$586K 0.23% 93
2026
Q1 		$31M Buy
+694,559
New +$32.5M 0.25% 80

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Integrated Wealth Concepts's MODL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 1.7% in Q2 2026, selling an estimated $586K and leaving 682,675 shares worth $34.8M. The position accounts for 0.23% of the portfolio, ranked #93.

Integrated Wealth Concepts first reported a position in MODL in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

  • Integrated Wealth Concepts held 682,675 shares of VictoryShares WestEnd US Sector ETF worth $34.8M as of Q2 2026.
  • Integrated Wealth Concepts sold 11,884 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $586K.
  • VictoryShares WestEnd US Sector ETF made up 0.23% of Integrated Wealth Concepts's portfolio in Q2 2026, its #93 holding.
  • Integrated Wealth Concepts first reported a position in VictoryShares WestEnd US Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.