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

Wealth Effects’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 Q2	$649K	Sell	12,727 -301	-2%	-$14.8K	0.18%	104
2026 Q1	$582K	Hold	13,028	–	–	0.21%	97
2025 Q4	$619K	Sell	13,028 -2	-0%	-$94	0.19%	92
2025 Q3	$602K	Hold	13,030	–	–	0.19%	97
2025 Q2	$562K	Sell	13,030 -100	-0.8%	-$3.98K	0.21%	89
2025 Q1	$510K	Sell	13,130 -300	-2%	-$12.2K	0.21%	93
2024 Q4	$540K	Sell	13,430 -30	-0.2%	-$1.21K	0.19%	99
2024 Q3	$530K	Hold	13,460	–	–	0.19%	103
2024 Q2	$503K	Hold	13,460	–	–	0.18%	103
2024 Q1	$482K	Buy	13,460 +7,090	+111%	+$243K	0.18%	111
2023 Q4	$207K	Buy	+6,370	New	+$196K	0.08%	203

Other funds holding MODL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

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

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

Wealth Effects's MODL Position: Q2 2026 in Review

Wealth Effects reduced its VictoryShares WestEnd US Sector ETF (MODL) stake by 2.3% in Q2 2026, selling an estimated $14.8K and leaving 12,727 shares worth $649K. The position accounts for 0.18% of the portfolio, ranked #104.

Wealth Effects first reported a position in MODL in Q4 2023 and has held it in 11 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

Wealth Effects held 12,727 shares of VictoryShares WestEnd US Sector ETF worth $649K as of Q2 2026.
Wealth Effects sold 301 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $14.8K.
VictoryShares WestEnd US Sector ETF made up 0.18% of Wealth Effects's portfolio in Q2 2026, its #104 holding.
Wealth Effects first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2023 and has held it in 11 quarters since.
52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.