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

MBL Wealth’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	$13.3M	Buy	261,184 +3,221	+1%	+$159K	0.91%	22
2026 Q1	$11.5M	Buy	257,963 +23,246	+10%	+$1.09M	0.87%	23
2025 Q4	$11.2M	Buy	234,717 +10,274	+5%	+$483K	0.89%	21
2025 Q3	$10.4M	Buy	224,443 +6,852	+3%	+$305K	0.91%	21
2025 Q2	$9.38M	Buy	217,591 +81,997	+60%	+$3.26M	0.9%	21
2025 Q1	$5.26M	Buy	135,594 +53,952	+66%	+$2.19M	0.53%	42
2024 Q4	$3.28M	Buy	81,642 +15,012	+23%	+$606K	0.33%	56
2024 Q3	$2.62M	Buy	+66,630	New	+$2.53M	0.28%	59

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 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

MBL Wealth's MODL Position: Q2 2026 in Review

MBL Wealth increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 1.2% in Q2 2026, buying an estimated $159K and bringing the position to 261,184 shares worth $13.3M. The position accounts for 0.91% of the portfolio, ranked #22.

MBL Wealth first reported a position in MODL in Q3 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

MBL Wealth held 261,184 shares of VictoryShares WestEnd US Sector ETF worth $13.3M as of Q2 2026.
MBL Wealth bought 3,221 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $159K.
VictoryShares WestEnd US Sector ETF made up 0.91% of MBL Wealth's portfolio in Q2 2026, its #22 holding.
MBL Wealth first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.