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

TrinityPoint Wealth’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
2024
Q4 		$1.13M Buy
28,098
+8,234
+41% +$332K 0.16% 146
2024
Q3 		$782K Buy
19,864
+2,860
+17% +$109K 0.11% 176
2024
Q2 		$635K Buy
+17,004
New +$609K 0.1% 185

Other funds holding MODL

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

TrinityPoint Wealth's MODL Position: Q4 2024 in Review

TrinityPoint Wealth increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 41% in Q4 2024, buying an estimated $332K and bringing the position to 28,098 shares worth $1.13M. The position accounts for 0.16% of the portfolio, ranked #146.

TrinityPoint Wealth first reported a position in MODL in Q2 2024 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold MODL as of Q4 2024.

  • TrinityPoint Wealth held 28,098 shares of VictoryShares WestEnd US Sector ETF worth $1.13M as of Q4 2024.
  • TrinityPoint Wealth bought 8,234 VictoryShares WestEnd US Sector ETF shares in Q4 2024, an estimated $332K.
  • VictoryShares WestEnd US Sector ETF made up 0.16% of TrinityPoint Wealth's portfolio in Q4 2024, its #146 holding.
  • TrinityPoint Wealth first reported a position in VictoryShares WestEnd US Sector ETF in Q2 2024 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.