Summit Financial’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Summit Financial’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	$4.56M	Buy	101,927 +11,093	+12%	+$520K	0.06%	337
2025 Q4	$4.32M	Sell	90,834 -3,076	-3%	-$145K	0.06%	296
2025 Q3	$4.34M	Buy	93,910 +3,329	+4%	+$148K	0.07%	290
2025 Q2	$3.9M	Sell	90,581 -141	-0.2%	-$5.61K	0.09%	193
2025 Q1	$3.52M	Buy	+90,722	New	+$3.69M	0.1%	175

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

Summit Financial's MODL Position: Q1 2026 in Review

Summit Financial increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 12% in Q1 2026, buying an estimated $520K and bringing the position to 101,927 shares worth $4.56M. The position accounts for 0.06% of the portfolio, ranked #337.

Summit Financial first reported a position in MODL in Q1 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Summit Financial held 101,927 shares of VictoryShares WestEnd US Sector ETF worth $4.56M as of Q1 2026.
Summit Financial bought 11,093 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $520K.
VictoryShares WestEnd US Sector ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #337 holding.
Summit Financial first reported a position in VictoryShares WestEnd US Sector ETF in Q1 2025 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.