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Victory Portfolios Ii Victoryshares Westend U S shares owned by Broadway Wealth Solutions

Quarter-by-quarter ownership of Victory Portfolios Ii Victoryshares Westend U S (MODL) shares owned by Broadway Wealth Solutions from 13F filings

Historical chart of Broadway Wealth Solutions investment in Victory Portfolios Ii Victoryshares Westend U S

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All positions including Victory Portfolios Ii Victoryshares Westend U S held by Broadway Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Victory Portfolios Ii Victoryshares Westend U S by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 6.0k 46.22
2025-06-30 $257k 6.0k 43.10
2025-03-31 $222k 5.7k 38.82

More positions owned by Broadway Wealth Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
J P Morgan Exchange Traded F Active Growth (JGRO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amazon (AMZN)

View all positions for Broadway Wealth Solutions

Top funds holding Victory Portfolios Ii Victoryshares Westend U S

Victory Capital Management
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial
LPL Financial
Rockefeller Capital Management
Royal Bank of Canada
Envestnet Asset Management
Morgan Stanley
Wealth Enhancement Advisory Services
MBL Wealth
Stifel Financial
D.A. Davidson & Co.
Summit Financial
Huntleigh Advisors

View all funds holding Victory Portfolios Ii Victoryshares Westend U S