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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 52 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.
52 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.