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 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 $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 $83.7B AUM 27.22% 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

Wealth Effects's MODL Position: Q1 2026 in Review

Wealth Effects held its VictoryShares WestEnd US Sector ETF (MODL) position steady in Q1 2026 at 13,028 shares worth $582K. The position accounts for 0.21% of the portfolio, ranked #97.

Wealth Effects first reported a position in MODL in Q4 2023 and has held it in 10 quarters since. The position peaked at $619K in Q4 2025. 53 funds tracked by Wall St. Rank hold MODL as of Q1 2026.

Wealth Effects held 13,028 shares of VictoryShares WestEnd US Sector ETF worth $582K as of Q1 2026.
Wealth Effects left its VictoryShares WestEnd US Sector ETF share count unchanged in Q1 2026.
VictoryShares WestEnd US Sector ETF made up 0.21% of Wealth Effects's portfolio in Q1 2026, its #97 holding.
Wealth Effects first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Effects's VictoryShares WestEnd US Sector ETF position peaked at $619K in Q4 2025.
53 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.