XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 94,811 shares; 2023Q1: 96,364 shares; 2023Q2: 96,070 shares; 2023Q3: 97,804 shares; 2023Q4: 100,642 shares; 2024Q1: 100,919 shares; 2024Q2: 104,205 shares; 2024Q3: 105,435 shares 105,435 $12.7M 6.83% +1,230 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 35,857 shares; 2023Q1: 41,117 shares; 2023Q2: 41,545 shares; 2023Q3: 42,526 shares; 2023Q4: 44,710 shares; 2024Q1: 46,865 shares; 2024Q2: 50,094 shares; 2024Q3: 50,736 shares 50,736 $11.2M 6.01% +642 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 164,258 shares; 2023Q1: 171,587 shares; 2023Q2: 182,776 shares; 2023Q3: 212,850 shares; 2023Q4: 217,113 shares; 2024Q1: 226,013 shares; 2024Q2: 279,224 shares; 2024Q3: 290,875 shares 290,875 $10.9M 5.85% +11,651 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,947 shares; 2023Q1: 6,145 shares; 2023Q2: 29,243 shares; 2023Q3: 41,602 shares; 2023Q4: 74,425 shares; 2024Q1: 131,336 shares; 2024Q2: 164,353 shares; 2024Q3: 177,977 shares 177,977 $10.3M 5.54% +13,624 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,478 shares; 2023Q1: 23,131 shares; 2023Q2: 26,815 shares; 2023Q3: 39,848 shares; 2023Q4: 65,561 shares; 2024Q1: 92,440 shares; 2024Q2: 127,229 shares; 2024Q3: 142,682 shares 142,682 $10.2M 5.51% +15,453 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16,440 shares; 2023Q1: 36,385 shares; 2023Q2: 86,110 shares; 2023Q3: 90,584 shares; 2023Q4: 97,428 shares; 2024Q1: 102,600 shares; 2024Q2: 101,024 shares; 2024Q3: 97,632 shares 97,632 $9.47M 5.09% -3,392 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 104,068 shares; 2023Q1: 100,710 shares; 2023Q2: 100,649 shares; 2023Q3: 100,273 shares; 2023Q4: 100,331 shares; 2024Q1: 99,467 shares; 2024Q2: 98,645 shares; 2024Q3: 98,778 shares 98,778 $8.3M 4.47% +133 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 86,266 shares; 2023Q1: 84,623 shares; 2023Q2: 112,610 shares; 2023Q3: 116,040 shares; 2023Q4: 118,137 shares; 2024Q1: 121,666 shares; 2024Q2: 124,973 shares; 2024Q3: 125,454 shares 125,454 $6.9M 3.71% +481 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,847 shares; 2023Q4: 11,612 shares; 2024Q1: 81,717 shares; 2024Q2: 182,477 shares; 2024Q3: 224,755 shares 224,755 $6.21M 3.34% +42,278 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 142,532 shares; 2023Q1: 136,772 shares; 2023Q2: 133,510 shares; 2023Q3: 133,613 shares; 2023Q4: 130,845 shares; 2024Q1: 133,525 shares; 2024Q2: 132,237 shares; 2024Q3: 130,045 shares 130,045 $5.94M 3.2% -2,192 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 96,421 shares; 2023Q1: 96,037 shares; 2023Q2: 96,487 shares; 2023Q3: 96,966 shares; 2023Q4: 97,375 shares; 2024Q1: 94,880 shares; 2024Q2: 93,438 shares; 2024Q3: 92,470 shares 92,470 $5.8M 3.12% -968 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 25,975 shares; 2023Q1: 26,006 shares; 2023Q2: 26,360 shares; 2023Q3: 26,561 shares; 2023Q4: 26,751 shares; 2024Q1: 27,106 shares; 2024Q2: 27,077 shares; 2024Q3: 27,398 shares 27,398 $5.5M 2.96% +321 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 21,936 shares; 2023Q1: 21,453 shares; 2023Q2: 20,644 shares; 2023Q3: 20,282 shares; 2023Q4: 19,899 shares; 2024Q1: 19,472 shares; 2024Q2: 19,479 shares; 2024Q3: 19,317 shares 19,317 $4.5M 2.42% -162 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 63,021 shares; 2023Q1: 66,676 shares; 2023Q2: 68,447 shares; 2023Q3: 87,317 shares; 2023Q4: 87,695 shares; 2024Q1: 72,207 shares; 2024Q2: 65,087 shares; 2024Q3: 58,744 shares 58,744 $3.97M 2.13% -6,343 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 36,861 shares; 2023Q1: 35,462 shares; 2023Q2: 35,557 shares; 2023Q3: 37,021 shares; 2023Q4: 37,178 shares; 2024Q1: 37,121 shares; 2024Q2: 36,837 shares; 2024Q3: 35,808 shares 35,808 $3M 1.61% -1,029 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,042 shares; 2023Q1: 1,042 shares; 2023Q2: 1,034 shares; 2023Q3: 4,141 shares; 2023Q4: 4,218 shares; 2024Q1: 4,942 shares; 2024Q2: 5,009 shares; 2024Q3: 4,859 shares 4,859 $2.56M 1.38% -150 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 117,423 shares; 2023Q1: 118,243 shares; 2023Q2: 117,899 shares; 2023Q3: 112,841 shares; 2023Q4: 92,350 shares; 2024Q1: 81,184 shares; 2024Q2: 50,229 shares; 2024Q3: 29,945 shares 29,945 $2.53M 1.36% -20,284 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,949 shares; 2023Q1: 5,655 shares; 2023Q2: 5,672 shares; 2023Q3: 5,682 shares; 2023Q4: 5,957 shares; 2024Q1: 10,577 shares; 2024Q2: 34,161 shares; 2024Q3: 35,094 shares 35,094 $2.32M 1.25% +933 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 10,966 shares; 2023Q1: 10,974 shares; 2023Q2: 11,165 shares; 2023Q3: 11,199 shares; 2023Q4: 11,100 shares; 2024Q1: 11,087 shares; 2024Q2: 11,087 shares; 2024Q3: 10,865 shares 10,865 $2.25M 1.21% -222 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,013 shares; 2023Q1: 4,013 shares; 2023Q2: 4,051 shares; 2023Q3: 43,040 shares; 2023Q4: 42,218 shares; 2024Q1: 42,693 shares; 2024Q2: 41,966 shares; 2024Q3: 40,682 shares 40,682 $1.93M 1.04% -1,284 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,015 shares; 2023Q1: 8,860 shares; 2023Q2: 8,846 shares; 2023Q3: 8,684 shares; 2023Q4: 8,021 shares; 2024Q1: 7,960 shares; 2024Q2: 7,444 shares; 2024Q3: 7,397 shares 7,397 $1.8M 0.97% -47 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,379 shares; 2023Q1: 13,327 shares; 2023Q2: 13,697 shares; 2023Q3: 9,469 shares; 2023Q4: 9,486 shares; 2024Q1: 9,671 shares; 2024Q2: 9,171 shares; 2024Q3: 9,845 shares 9,845 $1.77M 0.95% +674 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,007 shares; 2023Q1: 14,751 shares; 2023Q2: 18,332 shares; 2023Q3: 22,486 shares; 2023Q4: 25,325 shares; 2024Q1: 28,272 shares; 2024Q2: 34,334 shares; 2024Q3: 36,349 shares 36,349 $1.74M 0.94% +2,015 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,471 shares; 2023Q4: 4,472 shares; 2024Q1: 11,283 shares; 2024Q2: 17,608 shares; 2024Q3: 16,882 shares 16,882 $1.62M 0.87% -726 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 13,904 shares; 2023Q1: 24,846 shares; 2023Q2: 30,941 shares; 2023Q3: 43,093 shares; 2023Q4: 43,307 shares; 2024Q1: 44,736 shares; 2024Q2: 48,456 shares; 2024Q3: 48,290 shares 48,290 $1.56M 0.84% -166 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 34,088 shares; 2023Q1: 31,052 shares; 2023Q2: 31,300 shares; 2023Q3: 34,329 shares; 2023Q4: 35,254 shares; 2024Q1: 49,848 shares; 2024Q2: 48,500 shares; 2024Q3: 41,713 shares 41,713 $1.48M 0.8% -6,787 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,972 shares; 2023Q1: 2,346 shares; 2023Q2: 2,616 shares; 2023Q3: 3,689 shares; 2023Q4: 3,628 shares; 2024Q1: 3,508 shares; 2024Q2: 3,743 shares; 2024Q3: 3,847 shares 3,847 $1.48M 0.8% +104 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,989 shares; 2023Q1: 10,516 shares; 2023Q2: 10,517 shares; 2023Q3: 10,517 shares; 2023Q4: 10,517 shares; 2024Q1: 11,156 shares; 2024Q2: 11,471 shares; 2024Q3: 11,548 shares 11,548 $1.35M 0.73% +77 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,302 shares; 2024Q2: 27,511 shares; 2024Q3: 27,303 shares 27,303 $1.35M 0.73% -208 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,130 shares; 2023Q1: 3,178 shares; 2023Q2: 3,179 shares; 2023Q3: 3,056 shares; 2023Q4: 3,095 shares; 2024Q1: 3,079 shares; 2024Q2: 3,073 shares; 2024Q3: 3,075 shares 3,075 $1.32M 0.71% +2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,732 shares; 2023Q4: 14,894 shares; 2024Q1: 23,307 shares; 2024Q2: 24,977 shares; 2024Q3: 26,181 shares 26,181 $1.32M 0.71% +1,204 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 23,559 shares; 2023Q1: 16,761 shares; 2023Q2: 17,553 shares; 2023Q3: 24,988 shares; 2023Q4: 25,132 shares; 2024Q1: 13,795 shares; 2024Q2: 9,771 shares; 2024Q3: 22,669 shares 22,669 $1.3M 0.7% +12,898 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,342 shares; 2024Q2: 36,578 shares; 2024Q3: 45,803 shares 45,803 $1.23M 0.66% +9,225 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,324 shares; 2023Q1: 13,147 shares; 2023Q2: 13,612 shares; 2023Q3: 11,586 shares; 2023Q4: 11,650 shares; 2024Q1: 7,147 shares; 2024Q2: 12,016 shares; 2024Q3: 11,051 shares 11,051 $1.19M 0.64% -965 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 711 shares; 2023Q1: 1,141 shares; 2023Q2: 1,281 shares; 2023Q3: 2,585 shares; 2023Q4: 3,363 shares; 2024Q1: 5,013 shares; 2024Q2: 5,612 shares; 2024Q3: 5,550 shares 5,550 $1.11M 0.6% -62 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,002 shares; 2024Q3: 31,281 shares 31,281 $1.06M 0.57% +14,279 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,390 shares; 2023Q1: 9,702 shares; 2023Q2: 10,045 shares; 2023Q3: 10,256 shares; 2023Q4: 10,281 shares; 2024Q1: 16,782 shares; 2024Q2: 16,237 shares; 2024Q3: 22,166 shares 22,166 $1.04M 0.56% +5,929 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,200 shares; 2023Q4: 16,200 shares; 2024Q1: 20,035 shares; 2024Q2: 20,575 shares; 2024Q3: 19,692 shares 19,692 $1.04M 0.56% -883 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,620 shares; 2023Q1: 5,642 shares; 2023Q2: 5,587 shares; 2023Q3: 5,507 shares; 2023Q4: 5,602 shares; 2024Q1: 5,571 shares; 2024Q2: 5,542 shares; 2024Q3: 5,543 shares 5,543 $1.03M 0.56% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,603 shares; 2023Q1: 3,726 shares; 2023Q2: 3,730 shares; 2023Q3: 3,740 shares; 2023Q4: 3,771 shares; 2024Q1: 3,936 shares; 2024Q2: 3,811 shares; 2024Q3: 3,924 shares 3,924 $1.03M 0.55% +113 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,393 shares; 2023Q1: 31,616 shares; 2023Q2: 35,794 shares; 2023Q3: 27,805 shares; 2023Q4: 27,758 shares; 2024Q1: 28,714 shares; 2024Q2: 28,926 shares; 2024Q3: 28,708 shares 28,708 $984K 0.53% -218 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 50,615 shares; 2023Q1: 50,719 shares; 2023Q2: 51,429 shares; 2023Q3: 51,958 shares; 2023Q4: 47,831 shares; 2024Q1: 24,461 shares; 2024Q2: 13,461 shares; 2024Q3: 8,392 shares 8,392 $941K 0.51% -5,069 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,320 shares; 2023Q1: 4,420 shares; 2023Q2: 4,421 shares; 2023Q3: 4,400 shares; 2023Q4: 4,352 shares; 2024Q1: 4,319 shares; 2024Q2: 4,096 shares; 2024Q3: 3,558 shares 3,558 $939K 0.51% -538 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,739 shares; 2023Q1: 1,739 shares; 2023Q2: 1,739 shares; 2023Q3: 1,739 shares; 2023Q4: 1,739 shares; 2024Q1: 1,739 shares; 2024Q2: 1,739 shares; 2024Q3: 1,739 shares 1,739 $898K 0.48% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,228 shares; 2023Q1: 4,203 shares; 2023Q2: 4,337 shares; 2023Q3: 4,343 shares; 2023Q4: 4,145 shares; 2024Q1: 4,042 shares; 2024Q2: 3,905 shares; 2024Q3: 3,450 shares 3,450 $818K 0.44% -455 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,365 shares; 2023Q1: 9,330 shares; 2023Q2: 9,330 shares; 2023Q3: 9,330 shares; 2023Q4: 9,000 shares; 2024Q1: 9,012 shares; 2024Q2: 9,012 shares; 2024Q3: 9,012 shares 9,012 $811K 0.44% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,574 shares; 2023Q1: 8,244 shares; 2023Q2: 10,009 shares; 2023Q3: 11,158 shares; 2023Q4: 11,132 shares; 2024Q1: 11,856 shares; 2024Q2: 13,275 shares; 2024Q3: 13,484 shares 13,484 $803K 0.43% +209 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,238 shares; 2023Q1: 3,231 shares; 2023Q2: 3,028 shares; 2023Q3: 3,029 shares; 2023Q4: 3,115 shares; 2024Q1: 3,132 shares; 2024Q2: 3,116 shares; 2024Q3: 3,034 shares 3,034 $799K 0.43% -82 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,780 shares; 2024Q2: 4,099 shares; 2024Q3: 4,037 shares 4,037 $796K 0.43% -62 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 15,119 shares; 2023Q1: 16,886 shares; 2023Q2: 16,911 shares; 2023Q3: 16,914 shares; 2023Q4: 16,703 shares; 2024Q1: 17,810 shares; 2024Q2: 18,448 shares; 2024Q3: 18,904 shares 18,904 $784K 0.42% +456 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,161 shares; 2023Q1: 9,490 shares; 2023Q2: 9,438 shares; 2023Q3: 9,054 shares; 2023Q4: 5,466 shares; 2024Q1: 4,701 shares; 2024Q2: 4,351 shares; 2024Q3: 4,224 shares 4,224 $708K 0.38% -127 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,010 shares; 2023Q1: 4,013 shares; 2023Q2: 4,020 shares; 2023Q3: 4,026 shares; 2023Q4: 4,032 shares; 2024Q1: 4,034 shares; 2024Q2: 4,040 shares; 2024Q3: 4,046 shares 4,046 $701K 0.38% +6 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,790 shares; 2023Q1: 6,574 shares; 2023Q2: 6,671 shares; 2023Q3: 3,487 shares; 2023Q4: 3,485 shares; 2024Q1: 4,652 shares; 2024Q2: 4,651 shares; 2024Q3: 4,204 shares 4,204 $637K 0.34% -447 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,001 shares; 2024Q2: 7,469 shares; 2024Q3: 10,343 shares 10,343 $632K 0.34% +2,874 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 14,094 shares; 2023Q1: 11,171 shares; 2023Q2: 11,171 shares; 2023Q3: 5,635 shares; 2023Q4: 5,488 shares; 2024Q1: 5,488 shares; 2024Q2: 5,949 shares; 2024Q3: 5,823 shares 5,823 $607K 0.33% -126 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,326 shares; 2023Q1: 1,326 shares; 2023Q2: 1,281 shares; 2023Q3: 1,281 shares; 2023Q4: 1,259 shares; 2024Q1: 1,259 shares; 2024Q2: 1,259 shares; 2024Q3: 1,242 shares 1,242 $572K 0.31% -17 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,293 shares; 2024Q1: 16,293 shares; 2024Q2: 23,078 shares; 2024Q3: 20,095 shares 20,095 $552K 0.3% -2,983 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,450 shares; 2023Q1: 26,348 shares; 2023Q2: 26,348 shares; 2023Q3: 26,348 shares; 2023Q4: 26,348 shares; 2024Q1: 26,348 shares; 2024Q2: 26,348 shares; 2024Q3: 27,348 shares 27,348 $505K 0.27% +1,000 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 1,031 shares; 2023Q2: 1,031 shares; 2023Q3: 953 shares; 2023Q4: 953 shares; 2024Q1: 904 shares; 2024Q2: 905 shares; 2024Q3: 880 shares 880 $504K 0.27% -25 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,486 shares; 2023Q1: 5,559 shares; 2023Q2: 5,623 shares; 2023Q3: 5,625 shares; 2023Q4: 5,640 shares; 2024Q1: 5,231 shares; 2024Q2: 3,649 shares; 2024Q3: 1,857 shares 1,857 $497K 0.27% -1,792 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,068 shares; 2023Q4: 8,068 shares; 2024Q1: 9,880 shares; 2024Q2: 10,213 shares; 2024Q3: 10,269 shares 10,269 $491K 0.26% +56 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 374 shares; 2023Q1: 1,209 shares; 2023Q2: 2,390 shares; 2023Q3: 2,880 shares; 2023Q4: 3,166 shares; 2024Q1: 3,224 shares; 2024Q2: 3,792 shares; 2024Q3: 4,790 shares 4,790 $491K 0.26% +998 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,797 shares; 2023Q1: 3,797 shares; 2023Q2: 3,797 shares; 2023Q3: 3,797 shares; 2023Q4: 3,797 shares; 2024Q1: 3,733 shares; 2024Q2: 3,765 shares; 2024Q3: 3,791 shares 3,791 $486K 0.26% +26 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 24,131 shares; 2023Q1: 24,131 shares; 2023Q2: 24,057 shares; 2023Q3: 7,113 shares; 2023Q4: 7,113 shares; 2024Q1: 7,113 shares; 2024Q2: 7,113 shares; 2024Q3: 7,113 shares 7,113 $483K 0.26% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 7,834 shares; 2023Q1: 7,883 shares; 2023Q2: 7,883 shares; 2023Q3: 7,318 shares; 2023Q4: 7,318 shares; 2024Q1: 7,114 shares; 2024Q2: 6,930 shares; 2024Q3: 6,929 shares 6,929 $481K 0.26% -1 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 648 shares; 2023Q2: 644 shares; 2023Q3: 644 shares; 2023Q4: 644 shares; 2024Q1: 644 shares; 2024Q2: 644 shares; 2024Q3: 644 shares 644 $457K 0.25% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,543 shares; 2023Q1: 2,593 shares; 2023Q2: 2,593 shares; 2023Q3: 2,442 shares; 2023Q4: 2,392 shares; 2024Q1: 2,392 shares; 2024Q2: 2,442 shares; 2024Q3: 2,392 shares 2,392 $451K 0.24% -50 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,238 shares; 2023Q1: 2,107 shares; 2023Q2: 2,503 shares; 2023Q3: 2,786 shares; 2023Q4: 3,481 shares; 2024Q1: 4,139 shares; 2024Q2: 7,860 shares; 2024Q3: 8,757 shares 8,757 $445K 0.24% +897 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,384 shares; 2023Q1: 1,384 shares; 2023Q2: 1,374 shares; 2023Q3: 1,374 shares; 2023Q4: 1,374 shares; 2024Q1: 1,374 shares; 2024Q2: 1,374 shares; 2024Q3: 1,374 shares 1,374 $443K 0.24% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,476 shares; 2023Q1: 4,454 shares; 2023Q2: 5,452 shares; 2023Q3: 7,888 shares; 2023Q4: 7,705 shares; 2024Q1: 5,857 shares; 2024Q2: 4,762 shares; 2024Q3: 4,837 shares 4,837 $427K 0.23% +75 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,456 shares; 2023Q1: 8,472 shares; 2023Q2: 8,487 shares; 2023Q3: 8,504 shares; 2023Q4: 8,522 shares; 2024Q1: 8,535 shares; 2024Q2: 8,550 shares; 2024Q3: 8,562 shares 8,562 $399K 0.21% +12 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 591 shares; 2023Q3: 591 shares; 2023Q4: 1,802 shares; 2024Q1: 1,802 shares; 2024Q2: 1,802 shares; 2024Q3: 5,848 shares 5,848 $393K 0.21% +4,046 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 291 shares; 2024Q2: 3,190 shares; 2024Q3: 3,196 shares 3,196 $388K 0.21% +6 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,912 shares; 2023Q1: 3,939 shares; 2023Q2: 3,971 shares; 2023Q3: 4,005 shares; 2023Q4: 4,048 shares; 2024Q1: 4,078 shares; 2024Q2: 6,176 shares; 2024Q3: 6,211 shares 6,211 $387K 0.21% +35 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,532 shares; 2023Q1: 2,583 shares; 2023Q2: 2,343 shares; 2023Q3: 2,223 shares; 2023Q4: 2,383 shares; 2024Q1: 2,385 shares; 2024Q2: 2,292 shares; 2024Q3: 2,293 shares 2,293 $383K 0.21% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,089 shares; 2023Q1: 1,089 shares; 2023Q2: 1,089 shares; 2023Q3: 1,089 shares; 2023Q4: 1,089 shares; 2024Q1: 1,089 shares; 2024Q2: 1,089 shares; 2024Q3: 1,089 shares 1,089 $342K 0.18% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 5,812 shares; 2023Q1: 5,847 shares; 2023Q2: 5,813 shares; 2023Q3: 5,677 shares; 2023Q4: 5,676 shares; 2024Q1: 5,598 shares; 2024Q2: 5,497 shares; 2024Q3: 5,496 shares 5,496 $331K 0.18% -1 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 27 shares; 2023Q1: 355 shares; 2023Q2: 355 shares; 2023Q3: 355 shares; 2023Q4: 355 shares; 2024Q1: 484 shares; 2024Q2: 591 shares; 2024Q3: 570 shares 570 $329K 0.18% -21 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,952 shares; 2023Q1: 1,952 shares; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares; 2023Q4: 2,002 shares; 2024Q1: 1,952 shares; 2024Q2: 2,003 shares; 2024Q3: 1,954 shares 1,954 $324K 0.17% -49 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,640 shares; 2023Q1: 8,640 shares; 2023Q2: 8,640 shares; 2023Q3: 8,674 shares; 2023Q4: 8,674 shares; 2024Q1: 8,674 shares; 2024Q2: 8,766 shares; 2024Q3: 8,766 shares 8,766 $314K 0.17% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,739 shares; 2024Q2: 1,802 shares; 2024Q3: 1,682 shares 1,682 $306K 0.16% -120 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 14,447 shares; 2023Q2: 14,807 shares; 2023Q3: 9,427 shares; 2023Q4: 9,446 shares; 2024Q1: 4,119 shares; 2024Q2: 8,171 shares; 2024Q3: 4,754 shares 4,754 $273K 0.15% -3,417 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,182 shares; 2023Q1: 2,182 shares; 2023Q2: 2,182 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,149 shares; 2024Q2: 2,149 shares; 2024Q3: 2,149 shares 2,149 $260K 0.14% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,687 shares; 2023Q1: 12,137 shares; 2023Q2: 13,687 shares; 2023Q3: 13,687 shares; 2023Q4: 13,687 shares; 2024Q1: 13,687 shares; 2024Q2: 13,687 shares; 2024Q3: 13,687 shares 13,687 $258K 0.14% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 441 shares; 2023Q1: 441 shares; 2023Q2: 441 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 451 shares; 2024Q2: 441 shares; 2024Q3: 441 shares 441 $258K 0.14% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 640 shares; 2024Q3: 640 shares 640 $240K 0.13% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,396 shares; 2023Q1: 6,359 shares; 2023Q2: 6,428 shares; 2023Q3: 6,428 shares; 2023Q4: 6,457 shares; 2024Q1: 6,388 shares; 2024Q2: 5,625 shares; 2024Q3: 4,880 shares 4,880 $239K 0.13% -745 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,461 shares; 2023Q1: 7,072 shares; 2023Q2: 8,262 shares; 2023Q3: 8,380 shares; 2023Q4: 8,364 shares; 2024Q1: 8,479 shares; 2024Q2: 8,431 shares; 2024Q3: 8,431 shares 8,431 $237K 0.13% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,260 shares; 2023Q1: 6,042 shares; 2023Q2: 6,710 shares; 2023Q3: 6,761 shares; 2023Q4: 6,746 shares; 2024Q1: 6,865 shares; 2024Q2: 6,865 shares; 2024Q3: 6,932 shares 6,932 $236K 0.13% +67 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,241 shares; 2023Q1: 5,127 shares; 2023Q2: 6,623 shares; 2023Q3: 6,750 shares; 2023Q4: 6,740 shares; 2024Q1: 7,320 shares; 2024Q2: 7,364 shares; 2024Q3: 7,526 shares 7,526 $232K 0.12% +162 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares; 2024Q2: 3,800 shares; 2024Q3: 3,800 shares 3,800 $219K 0.12% 0 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,830 shares 4,830 $218K 0.12% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 960 shares; 2024Q2: 960 shares; 2024Q3: 960 shares 960 $212K 0.11% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,253 shares; 2024Q2: 4,962 shares; 2024Q3: 4,962 shares 4,962 $209K 0.11% 0 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,367 shares; 2024Q3: 7,367 shares 7,367 $194K 0.1% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,111 shares; 2023Q1: 1,111 shares; 2023Q2: 1,111 shares; 2023Q3: 1,111 shares; 2023Q4: 1,111 shares; 2024Q1: 1,111 shares; 2024Q2: 1,111 shares; 2024Q3: 1,111 shares 1,111 $194K 0.1% 0 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,172 shares 7,172 $181K 0.1% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,215 shares; 2024Q1: 7,215 shares; 2024Q2: 7,215 shares; 2024Q3: 7,215 shares 7,215 $180K 0.1% 0 Timeline XSLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22,857 shares; 2023Q1: 21,375 shares; 2023Q2: 6,254 shares; 2023Q3: 6,279 shares; 2023Q4: 5,794 shares; 2024Q1: 5,154 shares; 2024Q2: 3,675 shares; 2024Q3: 3,693 shares 3,693 $178K 0.1% +18 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 58 shares; 2023Q1: 2,312 shares; 2023Q2: 2,388 shares; 2023Q3: 1,678 shares; 2023Q4: 1,687 shares; 2024Q1: 1,716 shares; 2024Q2: 1,763 shares; 2024Q3: 1,781 shares 1,781 $171K 0.09% +18 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 497 shares; 2023Q3: 497 shares; 2023Q4: 3,383 shares; 2024Q1: 7,385 shares; 2024Q2: 6,394 shares; 2024Q3: 3,505 shares 3,505 $163K 0.09% -2,889 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,196 shares 6,196 $162K 0.09% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 499 shares; 2023Q3: 470 shares; 2023Q4: 440 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,640 shares 1,640 $157K 0.08% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 19,763 shares; 2023Q1: 15,032 shares; 2023Q2: 15,139 shares; 2023Q3: 10,683 shares; 2023Q4: 10,740 shares; 2024Q1: 10,778 shares; 2024Q2: 3,033 shares; 2024Q3: 3,053 shares 3,053 $157K 0.08% +20 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,989 shares; 2023Q1: 3,339 shares; 2023Q2: 3,296 shares; 2023Q3: 3,296 shares; 2023Q4: 2,096 shares; 2024Q1: 2,100 shares; 2024Q2: 2,103 shares; 2024Q3: 2,136 shares 2,136 $156K 0.08% +33 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 7,470 shares; 2023Q3: 6,517 shares; 2023Q4: 5,624 shares; 2024Q1: 3,510 shares; 2024Q2: 3,393 shares; 2024Q3: 3,393 shares 3,393 $154K 0.08% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,033 shares; 2023Q1: 1,033 shares; 2023Q2: 1,033 shares; 2023Q3: 1,154 shares; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,180 shares; 2024Q3: 1,180 shares 1,180 $151K 0.08% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 569 shares; 2023Q1: 520 shares; 2023Q2: 522 shares; 2023Q3: 524 shares; 2023Q4: 526 shares; 2024Q1: 528 shares; 2024Q2: 528 shares; 2024Q3: 529 shares 529 $150K 0.08% +1 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 8,350 shares; 2023Q1: 8,454 shares; 2023Q2: 8,568 shares; 2023Q3: 8,689 shares; 2023Q4: 8,778 shares; 2024Q1: 8,908 shares; 2024Q2: 9,051 shares; 2024Q3: 5,074 shares 5,074 $149K 0.08% -3,977 Timeline FLAO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,210 shares 5,210 $141K 0.08% new Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,196 shares; 2023Q3: 3,050 shares; 2023Q4: 3,196 shares; 2024Q1: 3,136 shares; 2024Q2: 3,136 shares; 2024Q3: 2,932 shares 2,932 $141K 0.08% -204 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 647 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 1,929 shares; 2023Q4: 1,933 shares; 2024Q1: 1,762 shares; 2024Q2: 1,840 shares; 2024Q3: 1,375 shares 1,375 $135K 0.07% -465 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,376 shares; 2023Q1: 1,753 shares; 2023Q2: 1,680 shares; 2023Q3: 1,781 shares; 2023Q4: 1,790 shares; 2024Q1: 1,794 shares; 2024Q2: 1,889 shares; 2024Q3: 2,027 shares 2,027 $134K 0.07% +138 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 415 shares; 2023Q1: 421 shares; 2023Q2: 421 shares; 2023Q3: 1,156 shares; 2023Q4: 1,151 shares; 2024Q1: 2,110 shares; 2024Q2: 2,110 shares; 2024Q3: 2,110 shares 2,110 $131K 0.07% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,042 shares; 2023Q1: 12,908 shares; 2023Q2: 13,129 shares; 2023Q3: 5,656 shares; 2023Q4: 5,635 shares; 2024Q1: 2,692 shares; 2024Q2: 2,665 shares; 2024Q3: 2,654 shares 2,654 $126K 0.07% -11 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 789 shares; 2023Q3: 1,224 shares; 2023Q4: 1,224 shares; 2024Q1: 1,999 shares; 2024Q2: 1,974 shares; 2024Q3: 1,974 shares 1,974 $120K 0.06% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 631 shares; 2023Q1: 631 shares; 2023Q2: 631 shares; 2023Q3: 631 shares; 2023Q4: 631 shares; 2024Q1: 620 shares; 2024Q2: 586 shares; 2024Q3: 544 shares 544 $120K 0.06% -42 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,046 shares; 2023Q1: 2,027 shares; 2023Q2: 2,029 shares; 2023Q3: 2,029 shares; 2023Q4: 2,033 shares; 2024Q1: 2,035 shares; 2024Q2: 2,036 shares; 2024Q3: 2,038 shares 2,038 $120K 0.06% +2 Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,879 shares; 2024Q3: 4,879 shares 4,879 $119K 0.06% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 688 shares; 2023Q1: 688 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: 699 shares; 2024Q1: 699 shares; 2024Q2: 704 shares; 2024Q3: 704 shares 704 $111K 0.06% 0 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,863 shares; 2023Q1: 1,870 shares; 2023Q2: 1,877 shares; 2023Q3: 1,878 shares; 2023Q4: 1,883 shares; 2024Q1: 1,887 shares; 2024Q2: 1,877 shares; 2024Q3: 1,894 shares 1,894 $105K 0.06% +17 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,716 shares 1,716 $94.6K 0.05% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 453 shares; 2023Q1: 2,223 shares; 2023Q2: 2,505 shares; 2023Q3: 2,565 shares; 2023Q4: 2,565 shares; 2024Q1: 2,786 shares; 2024Q2: 2,786 shares; 2024Q3: 2,786 shares 2,786 $81K 0.04% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,327 shares; 2023Q1: 3,041 shares; 2023Q2: 2,849 shares; 2023Q3: 2,849 shares; 2023Q4: 2,849 shares; 2024Q1: 3,211 shares; 2024Q2: 3,312 shares; 2024Q3: 767 shares 767 $80.3K 0.04% -2,545 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,112 shares; 2023Q3: 1,131 shares; 2023Q4: 1,070 shares; 2024Q1: 995 shares; 2024Q2: 806 shares; 2024Q3: 757 shares 757 $79.5K 0.04% -49 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,090 shares 3,090 $79K 0.04% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 388 shares; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 1,940 shares; 2023Q4: 1,940 shares; 2024Q1: 1,940 shares; 2024Q2: 1,940 shares; 2024Q3: 1,940 shares 1,940 $78.8K 0.04% 0 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,122 shares 3,122 $77.2K 0.04% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 443 shares; 2023Q1: 2,237 shares; 2023Q2: 2,622 shares; 2023Q3: 2,683 shares; 2023Q4: 2,683 shares; 2024Q1: 2,726 shares; 2024Q2: 2,726 shares; 2024Q3: 2,726 shares 2,726 $75.5K 0.04% 0 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 596 shares; 2024Q1: 764 shares; 2024Q2: 828 shares; 2024Q3: 1,320 shares 1,320 $73.5K 0.04% +492 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 201 shares; 2023Q3: 201 shares; 2023Q4: 201 shares; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 227 shares 227 $73.1K 0.04% +26 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 367 shares; 2023Q1: 2,261 shares; 2023Q2: 2,315 shares; 2023Q3: 2,363 shares; 2023Q4: 2,363 shares; 2024Q1: 2,411 shares; 2024Q2: 2,411 shares; 2024Q3: 2,552 shares 2,552 $71.8K 0.04% +141 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,351 shares; 2023Q1: 1,351 shares; 2023Q2: 1,351 shares; 2023Q3: 1,351 shares; 2023Q4: 1,351 shares; 2024Q1: 1,351 shares; 2024Q2: 1,351 shares; 2024Q3: 1,351 shares 1,351 $71K 0.04% 0 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 38,795 shares 38,795 $68.7K 0.04% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 12,325 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,055 shares; 2023Q4: 5,055 shares; 2024Q1: 2,764 shares; 2024Q2: 2,763 shares; 2024Q3: 2,108 shares 2,108 $67.6K 0.04% -655 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,507 shares; 2023Q1: 3,507 shares; 2023Q2: 3,528 shares; 2023Q3: 1,880 shares; 2023Q4: 1,901 shares; 2024Q1: 1,890 shares; 2024Q2: 1,906 shares; 2024Q3: 1,906 shares 1,906 $67.2K 0.04% 0 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,602 shares; 2024Q1: 2,630 shares; 2024Q2: 2,675 shares; 2024Q3: 2,717 shares 2,717 $66.4K 0.04% +42 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 29,486 shares; 2023Q1: 10,299 shares; 2023Q2: 10,561 shares; 2023Q3: 8,180 shares; 2023Q4: 8,132 shares; 2024Q1: 622 shares; 2024Q2: 460 shares; 2024Q3: 495 shares 495 $62.5K 0.03% +35 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: 536 shares; 2024Q1: 533 shares; 2024Q2: 533 shares; 2024Q3: 508 shares 508 $59.5K 0.03% -25 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46,254 shares; 2023Q1: 32,105 shares; 2023Q2: 404 shares; 2023Q3: 404 shares; 2023Q4: 407 shares; 2024Q1: 407 shares; 2024Q2: 408 shares; 2024Q3: 409 shares 409 $57.5K 0.03% +1 Timeline ACLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4,251 shares; 2023Q1: 3,928 shares; 2023Q2: 3,992 shares; 2023Q3: 3,600 shares; 2023Q4: 3,600 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 736 shares 736 $51.7K 0.03% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,883 shares; 2023Q1: 1,517 shares; 2023Q2: 1,539 shares; 2023Q3: 1,539 shares; 2023Q4: 1,564 shares; 2024Q1: 1,550 shares; 2024Q2: 1,582 shares; 2024Q3: 1,582 shares 1,582 $49.7K 0.03% 0 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 975 shares; 2023Q1: 975 shares; 2023Q2: 975 shares; 2023Q3: 975 shares; 2023Q4: 992 shares; 2024Q1: 992 shares; 2024Q2: 992 shares; 2024Q3: 992 shares 992 $44.1K 0.02% 0 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,736 shares 1,736 $43.1K 0.02% new Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,692 shares 1,692 $42.4K 0.02% new Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 391 shares; 2023Q1: 393 shares; 2023Q2: 395 shares; 2023Q3: 397 shares; 2023Q4: 400 shares; 2024Q1: 402 shares; 2024Q2: 404 shares; 2024Q3: 405 shares 405 $41.5K 0.02% +1 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 198 shares; 2023Q1: 1,152 shares; 2023Q2: 1,401 shares; 2023Q3: 1,401 shares; 2023Q4: 1,401 shares; 2024Q1: 1,448 shares; 2024Q2: 1,448 shares; 2024Q3: 1,448 shares 1,448 $41.2K 0.02% 0 Timeline FLJJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,472 shares 1,472 $41K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 894 shares; 2023Q1: 164 shares; 2023Q2: 123 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 198 shares; 2024Q3: 197 shares 197 $40K 0.02% -1 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 237 shares; 2023Q1: 1,179 shares; 2023Q2: 1,394 shares; 2023Q3: 1,394 shares; 2023Q4: 1,394 shares; 2024Q1: 1,488 shares; 2024Q2: 1,488 shares; 2024Q3: 1,488 shares 1,488 $40K 0.02% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,334 shares; 2023Q1: 1,334 shares; 2023Q2: 1,334 shares; 2023Q3: 1,334 shares; 2023Q4: 1,334 shares; 2024Q1: 1,334 shares; 2024Q2: 1,334 shares; 2024Q3: 1,334 shares 1,334 $38.3K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 3,220 shares; 2023Q1: 467 shares; 2023Q2: 374 shares; 2023Q3: 350 shares; 2023Q4: 354 shares; 2024Q1: 315 shares; 2024Q2: 348 shares; 2024Q3: 345 shares 345 $37.6K 0.02% -3 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 2,096 shares; 2023Q1: 2,096 shares; 2023Q2: 2,259 shares; 2023Q3: 2,259 shares; 2023Q4: 1,292 shares; 2024Q1: 432 shares; 2024Q2: 432 shares; 2024Q3: 432 shares 432 $37.5K 0.02% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 827 shares; 2023Q2: 1,105 shares; 2023Q3: 1,153 shares; 2023Q4: 1,153 shares; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares 1,250 $36.1K 0.02% 0 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 759 shares; 2024Q3: 759 shares 759 $35.9K 0.02% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 959 shares; 2023Q1: 959 shares; 2023Q2: 959 shares; 2023Q3: 959 shares; 2023Q4: 959 shares; 2024Q1: 959 shares; 2024Q2: 959 shares; 2024Q3: 959 shares 959 $35.6K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 708 shares; 2023Q1: 1,303 shares; 2023Q2: 2,190 shares; 2023Q3: 2,425 shares; 2023Q4: 2,418 shares; 2024Q1: 2,717 shares; 2024Q2: 2,861 shares; 2024Q3: 779 shares 779 $33.6K 0.02% -2,082 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 917 shares 917 $29.6K 0.02% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 594 shares; 2023Q2: 547 shares; 2023Q3: 617 shares; 2023Q4: 514 shares; 2024Q1: 514 shares; 2024Q2: 592 shares; 2024Q3: 592 shares 592 $29.5K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 260 shares; 2023Q1: 260 shares; 2023Q2: 260 shares; 2023Q3: 260 shares; 2023Q4: 260 shares; 2024Q1: 260 shares; 2024Q2: 260 shares; 2024Q3: 260 shares 260 $27K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 229 shares; 2024Q3: 229 shares 229 $19.3K 0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11,954 shares; 2023Q1: 14,076 shares; 2023Q2: 17,879 shares; 2023Q3: 24,176 shares; 2023Q4: 23,836 shares; 2024Q1: 3,856 shares; 2024Q2: 3,856 shares; 2024Q3: 497 shares 497 $18.9K 0.01% -3,359 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 125 shares; 2023Q1: 90 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 90 shares; 2024Q1: 254 shares; 2024Q2: 253 shares; 2024Q3: 253 shares 253 $17.9K 0.01% 0 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 472 shares 472 $17.8K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: 81 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: 81 shares; 2024Q1: 198 shares; 2024Q2: 198 shares; 2024Q3: 199 shares 199 $17.5K 0.01% +1 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 564 shares 564 $14.8K 0.01% new Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 214 shares; 2023Q1: 111 shares; 2023Q2: 110 shares; 2023Q3: 109 shares; 2023Q4: 110 shares; 2024Q1: 98 shares; 2024Q2: 91 shares; 2024Q3: 90 shares 90 $13.4K 0.01% -1 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 266 shares; 2023Q1: 266 shares; 2023Q2: 266 shares; 2023Q3: 266 shares; 2023Q4: 266 shares; 2024Q1: 266 shares; 2024Q2: 266 shares; 2024Q3: 166 shares 166 $12.2K 0.01% -100 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 1,271 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 183 shares; 2023Q4: 183 shares; 2024Q1: 107 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $11.1K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 100 shares; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 102 shares; 2023Q4: 104 shares; 2024Q1: 105 shares; 2024Q2: 105 shares; 2024Q3: 106 shares 106 $10.4K 0.01% +1 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 313 shares 313 $10.3K 0.01% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 735 shares; 2023Q1: 347 shares; 2023Q2: 348 shares; 2023Q3: 350 shares; 2023Q4: 355 shares; 2024Q1: 748 shares; 2024Q2: 298 shares; 2024Q3: 296 shares 296 $9.96K 0.01% -2 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares 55 $9.85K 0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $8.78K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $7.47K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $6.48K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares; 2023Q4: 22 shares; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 111 shares 111 $6.33K <0.01% +1 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 89 shares; 2023Q1: 89 shares; 2023Q2: 89 shares; 2023Q3: 89 shares; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: 89 shares; 2024Q3: 89 shares 89 $6.22K <0.01% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 9,620 shares; 2023Q1: 818 shares; 2023Q2: 859 shares; 2023Q3: 353 shares; 2023Q4: 356 shares; 2024Q1: 267 shares; 2024Q2: 165 shares; 2024Q3: 161 shares 161 $5.32K <0.01% -4 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 38 shares; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: 38 shares; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $4.83K <0.01% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $2.56K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,211 shares; 2024Q2: 237 shares; 2024Q3: 48 shares 48 $1.94K <0.01% -189 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 30,716 shares; 2023Q1: 29,721 shares; 2023Q2: 29,156 shares; 2023Q3: 28,687 shares; 2023Q4: 25,760 shares; 2024Q1: 18,493 shares; 2024Q2: 14,137 shares; 2024Q3: 13 shares 13 $1.49K <0.01% -14,124 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 16 shares; 2023Q1: 16 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $1.43K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 482 shares; 2023Q1: 245 shares; 2023Q2: 246 shares; 2023Q3: 248 shares; 2023Q4: 251 shares; 2024Q1: 241 shares; 2024Q2: 25 shares; 2024Q3: 24 shares 24 $1.27K <0.01% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $590 <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 98 shares; 2023Q1: 97 shares; 2023Q2: 98 shares; 2023Q3: 99 shares; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $584 <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $521 <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 11 shares; 2023Q1: 11 shares; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $503 <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 530 shares; 2023Q1: 238 shares; 2023Q2: 238 shares; 2023Q3: 238 shares; 2023Q4: 239 shares; 2024Q1: 194 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $399 <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $325 <0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 172 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 1,608 shares; 2023Q4: 1,614 shares; 2024Q1: 58 shares; 2024Q2: 6 shares; 2024Q3: 5 shares 5 $217 <0.01% -1 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 255 shares; 2023Q1: 76 shares; 2023Q2: 74 shares; 2023Q3: 75 shares; 2023Q4: 76 shares; 2024Q1: 49 shares; 2024Q2: 8 shares; 2024Q3: 7 shares 7 $177 <0.01% -1 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 46 shares; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 9 shares; 2023Q4: 9 shares; 2024Q1: 7 shares; 2024Q2: 5 shares; 2024Q3: 4 shares 4 $115 <0.01% -1 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 104 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 2 shares 2 $108 <0.01% -1 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: 112 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares; 2024Q1: 4 shares; 2024Q2: 3 shares; 2024Q3: 2 shares 2 $102 <0.01% -1 Timeline