Steward Partners Investment Advisory’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Steward Partners Investment Advisory’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	$8M	Buy	156,959 +109,878	+233%	+$5.41M	0.04%	408
2026 Q1	$2.1M	Buy	47,081 +829	+2%	+$38.8K	0.01%	835
2025 Q4	$2.2M	Buy	46,252 +536	+1%	+$25.2K	0.01%	761
2025 Q3	$2.11M	Buy	45,716 +40,222	+732%	+$1.79M	0.01%	759
2025 Q2	$237K	Sell	5,494 -719	-12%	-$28.6K	﹤0.01%	1678
2025 Q1	$241K	Buy	6,213 +3,128	+101%	+$127K	﹤0.01%	1561
2024 Q4	$124K	Buy	3,085 +1,108	+56%	+$44.7K	﹤0.01%	1874
2024 Q3	$77.9K	Buy	1,977 +3	+0.2%	+$114	﹤0.01%	2012
2024 Q2	$73.7K	Sell	1,974 -1,382	-41%	-$49.5K	﹤0.01%	1918
2024 Q1	$120K	Buy	3,356 +146	+5%	+$5.01K	﹤0.01%	1669
2023 Q4	$104K	Buy	3,210 +3,046	+1,857%	+$93.7K	﹤0.01%	1681
2023 Q3	$4.87K	Buy	+164	New	+$5.07K	﹤0.01%	2839

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

Steward Partners Investment Advisory's MODL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 233% in Q2 2026, buying an estimated $5.41M and bringing the position to 156,959 shares worth $8M. The position accounts for 0.04% of the portfolio, ranked #408.

Steward Partners Investment Advisory first reported a position in MODL in Q3 2023 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

Steward Partners Investment Advisory held 156,959 shares of VictoryShares WestEnd US Sector ETF worth $8M as of Q2 2026.
Steward Partners Investment Advisory bought 109,878 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $5.41M.
VictoryShares WestEnd US Sector ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #408 holding.
Steward Partners Investment Advisory first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2023 and has held it in 12 quarters since.
52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.