UBS Group’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

UBS Group’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
2025 Q2	–	Sell	-450	Closed	-$17.5K	–	10627
2025 Q1	$17.5K	Buy	+450	New	+$18.3K	﹤0.01%	8318
2024 Q3	–	Sell	-1,895	Closed	-$70.8K	–	9862
2024 Q2	$70.8K	Buy	+1,895	New	+$67.9K	﹤0.01%	6418
2024 Q1	–	Sell	-459	Closed	-$14.9K	–	9766
2023 Q4	$14.9K	Buy	+459	New	+$14.1K	﹤0.01%	7268
2023 Q3	–	Sell	-574	Closed	-$17.8K	–	9783
2023 Q2	$17.8K	Buy	+574	New	+$16.9K	﹤0.01%	6925
2023 Q1	–	Sell	-1,174	Closed	-$31.2K	–	10061
2022 Q4	$31.2K	Buy	+1,174	New	+$31.4K	﹤0.01%	7199

Other funds holding MODL

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

UBS Group's MODL Position: Q2 2025 in Review

UBS Group sold out of VictoryShares WestEnd US Sector ETF (MODL) in Q2 2025, closing a stake of 450 shares — an estimated $17.5K sold.

UBS Group first reported a position in MODL in Q4 2022 and held it in 5 quarters. The position peaked at $70.8K in Q2 2024. 43 funds tracked by Wall St. Rank hold MODL as of Q2 2025.

UBS Group reported no remaining VictoryShares WestEnd US Sector ETF position as of Q2 2025 after selling out during the quarter.
UBS Group sold 450 VictoryShares WestEnd US Sector ETF shares in Q2 2025, an estimated $17.5K.
UBS Group first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2022 and held it in 5 quarters.
UBS Group's VictoryShares WestEnd US Sector ETF position peaked at $70.8K in Q2 2024.
43 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.