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Victory Portfolios Ii Victoryshares Westend U S shares owned by MBL Wealth

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

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

Tip: Access up to 7 years of quarterly data

All positions including Victory Portfolios Ii Victoryshares Westend U S held by MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 224k 46.22
2025-06-30 $9.4M 218k 43.10
2025-03-31 $5.3M 136k 38.82
2024-12-31 $3.3M 82k 40.23
2024-09-30 $2.6M 67k 39.38

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

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