Kuhn & Co Investment Counsel’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Kuhn & Co Investment Counsel’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	$2.77M	Buy	62,043 +5,541	+10%	+$260K	1.79%	12
2025 Q4	$2.68M	Buy	56,502 +5,009	+10%	+$235K	1.79%	13
2025 Q3	$2.38M	Sell	51,493 -585	-1%	-$26K	1.88%	12
2025 Q2	$2.24M	Buy	52,078 +5,490	+12%	+$218K	1.7%	12
2025 Q1	$1.81M	Buy	46,588 +11,227	+32%	+$456K	1.52%	16
2024 Q4	$1.42M	Buy	35,361 +7,907	+29%	+$319K	1.21%	22
2024 Q3	$1.08M	Buy	27,454 +575	+2%	+$21.8K	0.92%	31
2024 Q2	$1M	Buy	26,879 +1,060	+4%	+$38K	0.9%	32
2024 Q1	$924K	Buy	25,819 +4,160	+19%	+$143K	0.87%	37
2023 Q4	$705K	Buy	+21,659	New	+$666K	0.72%	46

Other funds holding MODL

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kuhn & Co Investment Counsel's MODL Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 9.8% in Q1 2026, buying an estimated $260K and bringing the position to 62,043 shares worth $2.77M. The position accounts for 1.79% of the portfolio, ranked #12.

Kuhn & Co Investment Counsel first reported a position in MODL in Q4 2023 and has held it in 10 quarters since. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Kuhn & Co Investment Counsel held 62,043 shares of VictoryShares WestEnd US Sector ETF worth $2.77M as of Q1 2026.
Kuhn & Co Investment Counsel bought 5,541 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $260K.
VictoryShares WestEnd US Sector ETF made up 1.79% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #12 holding.
Kuhn & Co Investment Counsel first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2023 and has held it in 10 quarters since.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.