Tradition Wealth Management’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Tradition Wealth Management’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	$3.56M	Sell	79,751 -385	-0.5%	-$18K	0.25%	87
2025 Q4	$3.81M	Buy	80,136 +8,394	+12%	+$395K	0.27%	83
2025 Q3	$3.32M	Buy	71,742 +7,032	+11%	+$313K	0.25%	88
2025 Q2	$2.79M	Buy	64,710 +10,190	+19%	+$406K	0.22%	92
2025 Q1	$2.12M	Buy	54,520 +13,882	+34%	+$564K	0.19%	107
2024 Q4	$1.63M	Buy	40,638 +15,162	+60%	+$612K	0.14%	129
2024 Q3	$1M	Buy	25,476 +7,200	+39%	+$273K	0.09%	171
2024 Q2	$683K	Buy	18,276 +4,326	+31%	+$155K	0.07%	188
2024 Q1	$499K	Buy	+13,950	New	+$478K	0.05%	221

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

Tradition Wealth Management's MODL Position: Q1 2026 in Review

Tradition Wealth Management reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 0.48% in Q1 2026, selling an estimated $18K and leaving 79,751 shares worth $3.56M. The position accounts for 0.25% of the portfolio, ranked #87.

Tradition Wealth Management first reported a position in MODL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.81M in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Tradition Wealth Management held 79,751 shares of VictoryShares WestEnd US Sector ETF worth $3.56M as of Q1 2026.
Tradition Wealth Management sold 385 VictoryShares WestEnd US Sector ETF shares in Q1 2026, an estimated $18K.
VictoryShares WestEnd US Sector ETF made up 0.25% of Tradition Wealth Management's portfolio in Q1 2026, its #87 holding.
Tradition Wealth Management first reported a position in VictoryShares WestEnd US Sector ETF in Q1 2024 and has held it in 9 quarters since.
Tradition Wealth Management's VictoryShares WestEnd US Sector ETF position peaked at $3.81M in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.