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 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 $156B AUM 27.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $74.2B AUM 21.09% 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

Steward Partners Investment Advisory's MODL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 1.8% in Q1 2026, buying an estimated $38.8K and bringing the position to 47,081 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #835.

Steward Partners Investment Advisory first reported a position in MODL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Steward Partners Investment Advisory held 47,081 shares of VictoryShares WestEnd US Sector ETF worth $2.1M as of Q1 2026.
Steward Partners Investment Advisory bought 829 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $38.8K.
VictoryShares WestEnd US Sector ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #835 holding.
Steward Partners Investment Advisory first reported a position in VictoryShares WestEnd US Sector ETF in Q3 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's VictoryShares WestEnd US Sector ETF position peaked at $2.2M in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.