NewEdge Advisors’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

NewEdge Advisors’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 Q1	$1.56K	Hold	35	–	–	﹤0.01%	3850
2025 Q4	$1.66K	Hold	35	–	–	﹤0.01%	3915
2025 Q3	$1.62K	Hold	35	–	–	﹤0.01%	3818
2025 Q2	$1.51K	Hold	35	–	–	﹤0.01%	3668
2025 Q1	$1.36K	Hold	35	–	–	﹤0.01%	3581
2024 Q4	$1.41K	Hold	35	–	–	﹤0.01%	3507
2024 Q3	$1.38K	Buy	+35	New	+$1.33K	﹤0.01%	3456

Other funds holding MODL

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's MODL Position: Q1 2026 in Review

NewEdge Advisors held its VictoryShares WestEnd US Sector ETF (MODL) position steady in Q1 2026 at 35 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

NewEdge Advisors first reported a position in MODL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.66K in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

NewEdge Advisors held 35 shares of VictoryShares WestEnd US Sector ETF worth $1.56K as of Q1 2026.
NewEdge Advisors left its VictoryShares WestEnd US Sector ETF share count unchanged in Q1 2026.
VictoryShares WestEnd US Sector ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3850 holding.
NewEdge Advisors first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Advisors's VictoryShares WestEnd US Sector ETF position peaked at $1.66K in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.