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 Q3	$14.1M	Buy	268,499 +7,315	+3%	+$381K	0.84%	23
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Kuhn & Co Investment Counsel Chicago, Illinois $183M AUM 21.34% 1-Year Est. Return

MBL Wealth's MODL Position: Q3 2026 in Review

MBL Wealth increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 2.8% in Q3 2026, buying an estimated $381K and bringing the position to 268,499 shares worth $14.1M. The position accounts for 0.84% of the portfolio, ranked #23.

MBL Wealth first reported a position in MODL in Q3 2024 and has held it in 9 quarters since. 24 funds tracked by Wall St. Rank hold MODL as of Q3 2026.

MBL Wealth held 268,499 shares of VictoryShares WestEnd US Sector ETF worth $14.1M as of Q3 2026.
MBL Wealth bought 7,315 VictoryShares WestEnd US Sector ETF shares in Q3 2026, an estimated $381K.
VictoryShares WestEnd US Sector ETF made up 0.84% of MBL Wealth's portfolio in Q3 2026, its #23 holding.
MBL Wealth first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2024 and has held it in 9 quarters since.
24 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.