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 Q3	$687K	Hold	13,126	–	–	0.13%	22
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

FPW

Fairvoy Private Wealth Birmingham, Alabama $496M AUM 23.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWP

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Leverty Financial Group's MODL Position: Q3 2026 in Review

Leverty Financial Group held its VictoryShares WestEnd US Sector ETF (MODL) position steady in Q3 2026 at 13,126 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #22.

Leverty Financial Group first reported a position in MODL in Q3 2023 and has held it in 13 quarters since. The position peaked at $20.9M in Q2 2024. 8 funds tracked by Wall St. Rank hold MODL as of Q3 2026.

Leverty Financial Group held 13,126 shares of VictoryShares WestEnd US Sector ETF worth $687K as of Q3 2026.
Leverty Financial Group left its VictoryShares WestEnd US Sector ETF share count unchanged in Q3 2026.
VictoryShares WestEnd US Sector ETF made up 0.13% of Leverty Financial Group's portfolio in Q3 2026, its #22 holding.
Leverty Financial Group first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2023 and has held it in 13 quarters since.
Leverty Financial Group's VictoryShares WestEnd US Sector ETF position peaked at $20.9M in Q2 2024.
8 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.