LFG
MODL icon

Leverty Financial Group’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Leverty Financial Group’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 		$669K Sell
13,126
-1,577
-11% -$77.7K 0.13% 23
2026
Q1 		$657K Sell
14,703
-79
-0.5% -$3.7K 0.15% 21
2025
Q4 		$702K Sell
14,782
-1,417
-9% -$66.6K 0.17% 19
2025
Q3 		$749K Sell
16,199
-1,239
-7% -$55.1K 0.19% 18
2025
Q2 		$752K Sell
17,438
-110
-0.6% -$4.38K 0.22% 19
2025
Q1 		$681K Sell
17,548
-1,106
-6% -$45K 0.28% 20
2024
Q4 		$750K Sell
18,654
-3,312
-15% -$134K 0.38% 17
2024
Q3 		$865K Sell
21,966
-537,943
-96% -$20.4M 0.47% 16
2024
Q2 		$20.9M Sell
559,909
-24,172
-4% -$866K 12.38% 5
2024
Q1 		$20.9M Buy
584,081
+21,658
+4% +$743K 12.48% 5
2023
Q4 		$18.3M Buy
562,423
+33,017
+6% +$1.02M 11.6% 5
2023
Q3 		$15.7M Buy
+529,406
New +$16.4M 11.41% 5

Other funds holding MODL

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FPW
Fairvoy Private Wealth Birmingham, Alabama $495M AUM 29.43% 1-Year Est. Return
DC
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
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
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Leverty Financial Group's MODL Position: Q2 2026 in Review

Leverty Financial Group reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 11% in Q2 2026, selling an estimated $77.7K and leaving 13,126 shares worth $669K. The position accounts for 0.13% of the portfolio, ranked #23.

Leverty Financial Group first reported a position in MODL in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.9M in Q2 2024. 10 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

  • Leverty Financial Group held 13,126 shares of VictoryShares WestEnd US Sector ETF worth $669K as of Q2 2026.
  • Leverty Financial Group sold 1,577 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $77.7K.
  • VictoryShares WestEnd US Sector ETF made up 0.13% of Leverty Financial Group's portfolio in Q2 2026, its #23 holding.
  • Leverty Financial Group first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2023 and has held it in 12 quarters since.
  • Leverty Financial Group's VictoryShares WestEnd US Sector ETF position peaked at $20.9M in Q2 2024.
  • 10 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.