IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 476,651 shares; 2023Q4: 530,702 shares; 2024Q1: 503,096 shares; 2024Q2: 480,635 shares; 2024Q3: 470,168 shares; 2024Q4: 439,058 shares; 2025Q1: 427,459 shares; 2025Q2: 196,325 shares 196,325 $122M 2.76% -231,134 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 255,861 shares; 2023Q4: 260,055 shares; 2024Q1: 258,761 shares; 2024Q2: 2,571,223 shares; 2024Q3: 2,230,570 shares; 2024Q4: 1,519,050 shares; 2025Q1: 1,375,240 shares; 2025Q2: 549,711 shares 549,711 $87M 1.97% -825,529 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 288,833 shares; 2023Q4: 338,985 shares; 2024Q1: 354,037 shares; 2024Q2: 330,130 shares; 2024Q3: 301,581 shares; 2024Q4: 303,806 shares; 2025Q1: 272,963 shares; 2025Q2: 153,194 shares 153,194 $84.6M 1.91% -119,769 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,377,727 shares; 2023Q4: 1,366,444 shares; 2024Q1: 1,357,978 shares; 2024Q2: 1,278,222 shares; 2024Q3: 1,145,114 shares; 2024Q4: 1,035,895 shares; 2025Q1: 865,871 shares; 2025Q2: 346,234 shares 346,234 $72M 1.63% -519,637 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 418,447 shares; 2023Q4: 438,964 shares; 2024Q1: 498,248 shares; 2024Q2: 487,369 shares; 2024Q3: 448,902 shares; 2024Q4: 409,856 shares; 2025Q1: 322,488 shares; 2025Q2: 139,747 shares 139,747 $69.6M 1.57% -182,741 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 202,455 shares; 2023Q4: 240,112 shares; 2024Q1: 259,820 shares; 2024Q2: 267,397 shares; 2024Q3: 232,220 shares; 2024Q4: 249,855 shares; 2025Q1: 212,355 shares; 2025Q2: 94,897 shares 94,897 $58.8M 1.33% -117,458 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 428,248 shares; 2023Q4: 453,721 shares; 2024Q1: 454,084 shares; 2024Q2: 494,143 shares; 2024Q3: 495,262 shares; 2024Q4: 490,165 shares; 2025Q1: 503,325 shares; 2025Q2: 315,547 shares 315,547 $57.7M 1.31% -187,778 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; 2023Q3: 264,015 shares; 2023Q4: 273,463 shares; 2024Q1: 283,099 shares; 2024Q2: 259,364 shares; 2024Q3: 240,525 shares; 2024Q4: 234,456 shares; 2025Q1: 185,727 shares; 2025Q2: 94,258 shares 94,258 $53.8M 1.22% -91,469 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,571,377 shares; 2023Q4: 1,496,638 shares; 2024Q1: 1,886,465 shares; 2024Q2: 1,990,604 shares; 2024Q3: 2,301,192 shares; 2024Q4: 2,136,638 shares; 2025Q1: 2,089,408 shares; 2025Q2: 1,095,353 shares 1,095,353 $50.6M 1.14% -994,055 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; 2023Q3: 674,480 shares; 2023Q4: 696,968 shares; 2024Q1: 709,683 shares; 2024Q2: 715,179 shares; 2024Q3: 662,861 shares; 2024Q4: 601,241 shares; 2025Q1: 540,702 shares; 2025Q2: 223,202 shares 223,202 $49.2M 1.11% -317,500 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; 2023Q3: 192,739 shares; 2023Q4: 184,222 shares; 2024Q1: 202,498 shares; 2024Q2: 195,582 shares; 2024Q3: 192,261 shares; 2024Q4: 189,058 shares; 2025Q1: 188,383 shares; 2025Q2: 124,227 shares 124,227 $38M 0.86% -64,156 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 405,033 shares; 2023Q4: 453,285 shares; 2024Q1: 591,293 shares; 2024Q2: 844,644 shares; 2024Q3: 734,306 shares; 2024Q4: 709,612 shares; 2025Q1: 718,261 shares; 2025Q2: 332,486 shares 332,486 $36.6M 0.83% -385,775 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 374,584 shares; 2023Q4: 388,743 shares; 2024Q1: 418,131 shares; 2024Q2: 409,367 shares; 2024Q3: 382,331 shares; 2024Q4: 354,077 shares; 2025Q1: 340,714 shares; 2025Q2: 172,024 shares 172,024 $35.4M 0.8% -168,690 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 265,819 shares; 2023Q4: 612,082 shares; 2024Q1: 660,014 shares; 2024Q2: 800,693 shares; 2024Q3: 894,935 shares; 2024Q4: 854,594 shares; 2025Q1: 1,057,501 shares; 2025Q2: 877,929 shares 877,929 $34.9M 0.79% -179,572 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; 2023Q3: 144,214 shares; 2023Q4: 147,225 shares; 2024Q1: 156,124 shares; 2024Q2: 154,357 shares; 2024Q3: 155,086 shares; 2024Q4: 142,450 shares; 2025Q1: 121,124 shares; 2025Q2: 68,172 shares 68,172 $33.1M 0.75% -52,952 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; 2023Q3: 121,785 shares; 2023Q4: 124,139 shares; 2024Q1: 115,777 shares; 2024Q2: 124,772 shares; 2024Q3: 119,505 shares; 2024Q4: 113,371 shares; 2025Q1: 107,662 shares; 2025Q2: 44,398 shares 44,398 $32.6M 0.74% -63,264 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 718,916 shares; 2023Q4: 686,657 shares; 2024Q1: 733,835 shares; 2024Q2: 742,360 shares; 2024Q3: 772,747 shares; 2024Q4: 787,508 shares; 2025Q1: 916,193 shares; 2025Q2: 433,901 shares 433,901 $31.8M 0.72% -482,292 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 836,279 shares; 2023Q4: 812,728 shares; 2024Q1: 473,385 shares; 2024Q2: 430,016 shares; 2024Q3: 368,898 shares; 2024Q4: 784,425 shares; 2025Q1: 1,031,682 shares; 2025Q2: 580,333 shares 580,333 $29.1M 0.66% -451,349 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; 2023Q3: 1,915,238 shares; 2023Q4: 1,871,990 shares; 2024Q1: 1,908,858 shares; 2024Q2: 1,926,452 shares; 2024Q3: 1,928,347 shares; 2024Q4: 1,964,116 shares; 2025Q1: 1,827,627 shares; 2025Q2: 509,311 shares 509,311 $29.1M 0.66% -1,318,316 Timeline JEPI 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; 2023Q3: 674,483 shares; 2023Q4: 696,430 shares; 2024Q1: 828,719 shares; 2024Q2: 1,121,521 shares; 2024Q3: 1,142,963 shares; 2024Q4: 1,261,157 shares; 2025Q1: 1,360,779 shares; 2025Q2: 507,452 shares 507,452 $28.9M 0.65% -853,327 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; 2023Q3: 322,310 shares; 2023Q4: 324,133 shares; 2024Q1: 319,220 shares; 2024Q2: 308,042 shares; 2024Q3: 274,365 shares; 2024Q4: 270,235 shares; 2025Q1: 245,942 shares; 2025Q2: 63,486 shares 63,486 $27.9M 0.63% -182,456 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 434,204 shares; 2023Q4: 494,573 shares; 2024Q1: 625,083 shares; 2024Q2: 618,896 shares; 2024Q3: 617,220 shares; 2024Q4: 723,783 shares; 2025Q1: 572,070 shares; 2025Q2: 432,090 shares 432,090 $27.2M 0.61% -139,980 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,891 shares; 2023Q4: 72,183 shares; 2024Q1: 192,563 shares; 2024Q2: 192,583 shares; 2024Q3: 194,321 shares; 2024Q4: 195,339 shares; 2025Q1: 246,581 shares; 2025Q2: 131,284 shares 131,284 $25.7M 0.58% -115,297 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; 2023Q3: 367,245 shares; 2023Q4: 399,476 shares; 2024Q1: 409,118 shares; 2024Q2: 410,023 shares; 2024Q3: 373,523 shares; 2024Q4: 433,695 shares; 2025Q1: 374,819 shares; 2025Q2: 337,033 shares 337,033 $24.5M 0.55% -37,786 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; 2023Q3: 656,358 shares; 2023Q4: 667,294 shares; 2024Q1: 738,501 shares; 2024Q2: 848,359 shares; 2024Q3: 863,901 shares; 2024Q4: 946,571 shares; 2025Q1: 1,006,091 shares; 2025Q2: 435,185 shares 435,185 $24M 0.54% -570,906 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 311,151 shares; 2023Q4: 408,016 shares; 2024Q1: 330,052 shares; 2024Q2: 269,731 shares; 2024Q3: 273,751 shares; 2024Q4: 337,778 shares; 2025Q1: 382,937 shares; 2025Q2: 474,028 shares 474,028 $23.8M 0.54% +91,091 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 404,400 shares; 2023Q4: 438,213 shares; 2024Q1: 433,041 shares; 2024Q2: 418,276 shares; 2024Q3: 368,819 shares; 2024Q4: 305,363 shares; 2025Q1: 280,875 shares; 2025Q2: 134,321 shares 134,321 $23.8M 0.54% -146,554 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,062,712 shares; 2023Q4: 645,016 shares; 2024Q1: 683,796 shares; 2024Q2: 686,836 shares; 2024Q3: 696,036 shares; 2024Q4: 852,531 shares; 2025Q1: 792,651 shares; 2025Q2: 301,024 shares 301,024 $23.7M 0.54% -491,627 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 673,691 shares; 2023Q4: 591,400 shares; 2024Q1: 437,526 shares; 2024Q2: 283,059 shares; 2024Q3: 646,926 shares; 2024Q4: 698,975 shares; 2025Q1: 548,074 shares; 2025Q2: 365,189 shares 365,189 $23.2M 0.52% -182,885 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 273,572 shares; 2023Q4: 464,306 shares; 2024Q1: 501,119 shares; 2024Q2: 560,467 shares; 2024Q3: 738,456 shares; 2024Q4: 636,553 shares; 2025Q1: 765,355 shares; 2025Q2: 568,085 shares 568,085 $23.2M 0.52% -197,270 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 672,346 shares; 2024Q2: 824,376 shares; 2024Q3: 882,785 shares; 2024Q4: 890,303 shares; 2025Q1: 887,155 shares; 2025Q2: 421,250 shares 421,250 $23M 0.52% -465,905 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 358,836 shares; 2023Q4: 363,639 shares; 2024Q1: 233,729 shares; 2024Q2: 370,652 shares; 2024Q3: 258,884 shares; 2024Q4: 340,056 shares; 2025Q1: 394,425 shares; 2025Q2: 380,836 shares 380,836 $22.9M 0.52% -13,589 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; 2023Q3: 657,048 shares; 2023Q4: 633,642 shares; 2024Q1: 638,312 shares; 2024Q2: 627,734 shares; 2024Q3: 554,445 shares; 2024Q4: 563,959 shares; 2025Q1: 472,675 shares; 2025Q2: 125,979 shares 125,979 $22.4M 0.51% -346,696 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 220,478 shares; 2023Q4: 217,044 shares; 2024Q1: 200,905 shares; 2024Q2: 189,070 shares; 2024Q3: 173,224 shares; 2024Q4: 175,348 shares; 2025Q1: 157,633 shares; 2025Q2: 69,656 shares 69,656 $22.1M 0.5% -87,977 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 286,565 shares; 2023Q4: 1,186,350 shares; 2024Q1: 569,120 shares; 2024Q2: 480,706 shares; 2024Q3: 424,283 shares; 2024Q4: 474,238 shares; 2025Q1: 467,402 shares; 2025Q2: 233,283 shares 233,283 $21.4M 0.48% -234,119 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,441 shares; 2023Q4: 40,502 shares; 2024Q1: 49,949 shares; 2024Q2: 50,085 shares; 2024Q3: 46,909 shares; 2024Q4: 45,996 shares; 2025Q1: 40,648 shares; 2025Q2: 31,891 shares 31,891 $21.2M 0.48% -8,757 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 404,628 shares; 2023Q4: 309,046 shares; 2024Q1: 322,232 shares; 2024Q2: 441,196 shares; 2024Q3: 296,700 shares; 2024Q4: 443,096 shares; 2025Q1: 279,994 shares; 2025Q2: 208,623 shares 208,623 $19.9M 0.45% -71,371 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179,766 shares; 2023Q4: 177,781 shares; 2024Q1: 190,249 shares; 2024Q2: 181,573 shares; 2024Q3: 174,675 shares; 2024Q4: 169,167 shares; 2025Q1: 149,525 shares; 2025Q2: 67,471 shares 67,471 $19.6M 0.44% -82,054 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 126,681 shares; 2023Q4: 126,269 shares; 2024Q1: 132,605 shares; 2024Q2: 107,503 shares; 2024Q3: 147,495 shares; 2024Q4: 242,012 shares; 2025Q1: 222,629 shares; 2025Q2: 175,730 shares 175,730 $19.2M 0.43% -46,899 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 191,660 shares; 2023Q4: 207,823 shares; 2024Q1: 220,529 shares; 2024Q2: 191,551 shares; 2024Q3: 170,559 shares; 2024Q4: 167,684 shares; 2025Q1: 149,769 shares; 2025Q2: 75,646 shares 75,646 $19.2M 0.43% -74,123 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,930 shares; 2023Q4: 17,621 shares; 2024Q1: 17,071 shares; 2024Q2: 17,649 shares; 2024Q3: 171,207 shares; 2024Q4: 152,217 shares; 2025Q1: 146,101 shares; 2025Q2: 68,993 shares 68,993 $19M 0.43% -77,108 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 309,309 shares; 2023Q4: 312,629 shares; 2024Q1: 314,778 shares; 2024Q2: 303,414 shares; 2024Q3: 311,829 shares; 2024Q4: 344,878 shares; 2025Q1: 311,325 shares; 2025Q2: 202,581 shares 202,581 $19M 0.43% -108,744 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 343,532 shares; 2023Q4: 363,463 shares; 2024Q1: 368,126 shares; 2024Q2: 434,456 shares; 2024Q3: 454,501 shares; 2024Q4: 425,713 shares; 2025Q1: 371,177 shares; 2025Q2: 292,635 shares 292,635 $18.8M 0.43% -78,542 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 114,951 shares; 2023Q4: 135,992 shares; 2024Q1: 133,038 shares; 2024Q2: 179,184 shares; 2024Q3: 195,384 shares; 2024Q4: 147,846 shares; 2025Q1: 149,499 shares; 2025Q2: 61,297 shares 61,297 $18.7M 0.42% -88,202 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 385,943 shares; 2023Q4: 439,494 shares; 2024Q1: 454,020 shares; 2024Q2: 475,131 shares; 2024Q3: 516,385 shares; 2024Q4: 321,104 shares; 2025Q1: 277,775 shares; 2025Q2: 184,372 shares 184,372 $18.2M 0.41% -93,403 Timeline JEPQ 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; 2023Q3: 209,321 shares; 2023Q4: 258,342 shares; 2024Q1: 325,355 shares; 2024Q2: 353,487 shares; 2024Q3: 421,544 shares; 2024Q4: 480,014 shares; 2025Q1: 608,159 shares; 2025Q2: 332,834 shares 332,834 $18.1M 0.41% -275,325 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 312,182 shares; 2023Q4: 317,879 shares; 2024Q1: 310,119 shares; 2024Q2: 315,960 shares; 2024Q3: 314,494 shares; 2024Q4: 114,283 shares; 2025Q1: 120,028 shares; 2025Q2: 185,593 shares 185,593 $17.9M 0.4% +65,565 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 420,455 shares; 2023Q4: 475,895 shares; 2024Q1: 505,764 shares; 2024Q2: 491,762 shares; 2024Q3: 423,617 shares; 2024Q4: 490,137 shares; 2025Q1: 369,344 shares; 2025Q2: 212,827 shares 212,827 $17.8M 0.4% -156,517 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 112,847 shares; 2023Q4: 116,434 shares; 2024Q1: 118,642 shares; 2024Q2: 113,035 shares; 2024Q3: 103,452 shares; 2024Q4: 97,375 shares; 2025Q1: 94,844 shares; 2025Q2: 49,025 shares 49,025 $17.4M 0.39% -45,819 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; 2023Q3: 301,239 shares; 2023Q4: 318,822 shares; 2024Q1: 331,623 shares; 2024Q2: 366,040 shares; 2024Q3: 368,466 shares; 2024Q4: 381,177 shares; 2025Q1: 349,851 shares; 2025Q2: 127,847 shares 127,847 $17.1M 0.39% -222,004 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 421,669 shares; 2023Q4: 473,497 shares; 2024Q1: 467,795 shares; 2024Q2: 505,764 shares; 2024Q3: 532,708 shares; 2024Q4: 424,965 shares; 2025Q1: 376,554 shares; 2025Q2: 155,077 shares 155,077 $17.1M 0.39% -221,477 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,018,431 shares; 2023Q4: 982,200 shares; 2024Q1: 1,114,410 shares; 2024Q2: 1,210,077 shares; 2024Q3: 1,315,140 shares; 2024Q4: 1,374,696 shares; 2025Q1: 1,072,982 shares; 2025Q2: 535,930 shares 535,930 $17.1M 0.39% -537,052 Timeline JPST 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; 2023Q3: 569,383 shares; 2023Q4: 414,365 shares; 2024Q1: 469,099 shares; 2024Q2: 534,773 shares; 2024Q3: 497,250 shares; 2024Q4: 422,153 shares; 2025Q1: 519,371 shares; 2025Q2: 331,249 shares 331,249 $16.8M 0.38% -188,122 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 128,122 shares; 2023Q4: 119,446 shares; 2024Q1: 626,015 shares; 2024Q2: 661,441 shares; 2024Q3: 667,298 shares; 2024Q4: 679,945 shares; 2025Q1: 674,437 shares; 2025Q2: 264,304 shares 264,304 $16.6M 0.38% -410,133 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,917 shares; 2023Q4: 33,560 shares; 2024Q1: 58,992 shares; 2024Q2: 85,680 shares; 2024Q3: 82,532 shares; 2024Q4: 92,811 shares; 2025Q1: 84,545 shares; 2025Q2: 57,735 shares 57,735 $16.1M 0.37% -26,810 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 322,217 shares; 2023Q4: 335,042 shares; 2024Q1: 330,186 shares; 2024Q2: 314,425 shares; 2024Q3: 292,873 shares; 2024Q4: 249,696 shares; 2025Q1: 237,736 shares; 2025Q2: 89,025 shares 89,025 $15.8M 0.36% -148,711 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,639 shares; 2023Q4: 22,915 shares; 2024Q1: 79,745 shares; 2024Q2: 82,320 shares; 2024Q3: 81,097 shares; 2024Q4: 80,709 shares; 2025Q1: 73,163 shares; 2025Q2: 70,624 shares 70,624 $15.5M 0.35% -2,539 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 285,336 shares; 2023Q4: 342,524 shares; 2024Q1: 304,147 shares; 2024Q2: 315,716 shares; 2024Q3: 351,513 shares; 2024Q4: 395,106 shares; 2025Q1: 412,421 shares; 2025Q2: 199,045 shares 199,045 $15.4M 0.35% -213,376 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,596 shares; 2023Q4: 115,738 shares; 2024Q1: 54,814 shares; 2024Q2: 71,004 shares; 2024Q3: 61,778 shares; 2024Q4: 73,431 shares; 2025Q1: 549,275 shares; 2025Q2: 513,226 shares 513,226 $15M 0.34% -36,049 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90,595 shares; 2023Q4: 89,828 shares; 2024Q1: 295,435 shares; 2024Q2: 284,614 shares; 2024Q3: 280,932 shares; 2024Q4: 290,726 shares; 2025Q1: 270,144 shares; 2025Q2: 152,906 shares 152,906 $15M 0.34% -117,238 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; 2023Q3: 118,250 shares; 2023Q4: 128,657 shares; 2024Q1: 132,398 shares; 2024Q2: 134,610 shares; 2024Q3: 146,971 shares; 2024Q4: 132,339 shares; 2025Q1: 117,321 shares; 2025Q2: 62,308 shares 62,308 $14.9M 0.34% -55,013 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; 2023Q3: 515,178 shares; 2023Q4: 488,450 shares; 2024Q1: 436,428 shares; 2024Q2: 449,838 shares; 2024Q3: 452,896 shares; 2024Q4: 1,364,911 shares; 2025Q1: 1,362,043 shares; 2025Q2: 557,436 shares 557,436 $14.8M 0.34% -804,607 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; 2023Q3: 58,601 shares; 2023Q4: 76,039 shares; 2024Q1: 68,787 shares; 2024Q2: 40,893 shares; 2024Q3: 89,913 shares; 2024Q4: 197,771 shares; 2025Q1: 67,348 shares; 2025Q2: 64,643 shares 64,643 $14.7M 0.33% -2,705 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 84,637 shares; 2023Q4: 102,296 shares; 2024Q1: 108,748 shares; 2024Q2: 103,356 shares; 2024Q3: 102,410 shares; 2024Q4: 99,185 shares; 2025Q1: 76,564 shares; 2025Q2: 65,847 shares 65,847 $14.4M 0.33% -10,717 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40,082 shares; 2023Q4: 148,373 shares; 2024Q1: 165,857 shares; 2024Q2: 147,524 shares; 2024Q3: 278,629 shares; 2024Q4: 293,907 shares; 2025Q1: 348,161 shares; 2025Q2: 331,529 shares 331,529 $14.3M 0.32% -16,632 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; 2023Q3: 150,124 shares; 2023Q4: 152,872 shares; 2024Q1: 160,472 shares; 2024Q2: 211,854 shares; 2024Q3: 409,548 shares; 2024Q4: 431,305 shares; 2025Q1: 446,532 shares; 2025Q2: 198,875 shares 198,875 $14.2M 0.32% -247,657 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 488,038 shares; 2023Q4: 516,595 shares; 2024Q1: 921,413 shares; 2024Q2: 1,054,953 shares; 2024Q3: 1,070,962 shares; 2024Q4: 1,031,467 shares; 2025Q1: 576,685 shares; 2025Q2: 662,844 shares 662,844 $14.2M 0.32% +86,159 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; 2023Q3: 29,930 shares; 2023Q4: 22,335 shares; 2024Q1: 21,285 shares; 2024Q2: 20,512 shares; 2024Q3: 101,931 shares; 2024Q4: 119,142 shares; 2025Q1: 121,657 shares; 2025Q2: 105,688 shares 105,688 $13.9M 0.32% -15,969 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 365,058 shares; 2023Q4: 341,727 shares; 2024Q1: 344,448 shares; 2024Q2: 325,187 shares; 2024Q3: 370,269 shares; 2024Q4: 366,751 shares; 2025Q1: 525,021 shares; 2025Q2: 265,710 shares 265,710 $13.6M 0.31% -259,311 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 14,862 shares; 2024Q1: 41,992 shares; 2024Q2: 161,769 shares; 2024Q3: 189,868 shares; 2024Q4: 260,809 shares; 2025Q1: 329,688 shares; 2025Q2: 379,262 shares 379,262 $13.5M 0.31% +49,574 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; 2023Q3: 109,372 shares; 2023Q4: 113,035 shares; 2024Q1: 116,572 shares; 2024Q2: 93,115 shares; 2024Q3: 91,573 shares; 2024Q4: 85,048 shares; 2025Q1: 61,831 shares; 2025Q2: 47,820 shares 47,820 $13.4M 0.3% -14,011 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 206,718 shares; 2023Q4: 209,010 shares; 2024Q1: 236,322 shares; 2024Q2: 256,385 shares; 2024Q3: 236,288 shares; 2024Q4: 241,907 shares; 2025Q1: 222,294 shares; 2025Q2: 98,520 shares 98,520 $13.4M 0.3% -123,774 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,699 shares; 2023Q4: 29,386 shares; 2024Q1: 44,413 shares; 2024Q2: 35,131 shares; 2024Q3: 31,330 shares; 2024Q4: 94,142 shares; 2025Q1: 88,045 shares; 2025Q2: 54,097 shares 54,097 $13M 0.29% -33,948 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 181,958 shares; 2023Q4: 182,766 shares; 2024Q1: 200,662 shares; 2024Q2: 231,526 shares; 2024Q3: 261,454 shares; 2024Q4: 300,232 shares; 2025Q1: 270,274 shares; 2025Q2: 124,365 shares 124,365 $13M 0.29% -145,909 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; 2023Q3: 178,352 shares; 2023Q4: 200,222 shares; 2024Q1: 235,957 shares; 2024Q2: 258,660 shares; 2024Q3: 237,643 shares; 2024Q4: 968,201 shares; 2025Q1: 909,537 shares; 2025Q2: 441,275 shares 441,275 $12.9M 0.29% -468,262 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; 2023Q3: 243,149 shares; 2023Q4: 242,974 shares; 2024Q1: 240,237 shares; 2024Q2: 260,315 shares; 2024Q3: 251,376 shares; 2024Q4: 265,084 shares; 2025Q1: 226,062 shares; 2025Q2: 117,266 shares 117,266 $12.7M 0.29% -108,796 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136,283 shares; 2023Q4: 140,987 shares; 2024Q1: 144,105 shares; 2024Q2: 162,024 shares; 2024Q3: 161,043 shares; 2024Q4: 159,179 shares; 2025Q1: 361,959 shares; 2025Q2: 237,361 shares 237,361 $12.5M 0.28% -124,598 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 373,587 shares; 2023Q4: 383,128 shares; 2024Q1: 388,572 shares; 2024Q2: 374,903 shares; 2024Q3: 371,899 shares; 2024Q4: 394,533 shares; 2025Q1: 463,034 shares; 2025Q2: 199,582 shares 199,582 $12.4M 0.28% -263,452 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 158,350 shares; 2023Q4: 162,847 shares; 2024Q1: 168,207 shares; 2024Q2: 155,958 shares; 2024Q3: 159,998 shares; 2024Q4: 162,782 shares; 2025Q1: 157,358 shares; 2025Q2: 80,696 shares 80,696 $12.4M 0.28% -76,662 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82,629 shares; 2023Q4: 79,865 shares; 2024Q1: 80,041 shares; 2024Q2: 82,994 shares; 2024Q3: 74,910 shares; 2024Q4: 80,491 shares; 2025Q1: 71,311 shares; 2025Q2: 41,815 shares 41,815 $12.3M 0.28% -29,496 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 948,352 shares; 2023Q4: 732,600 shares; 2024Q1: 607,427 shares; 2024Q2: 527,624 shares; 2024Q3: 516,592 shares; 2024Q4: 447,755 shares; 2025Q1: 425,908 shares; 2025Q2: 270,844 shares 270,844 $12.2M 0.28% -155,064 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 327,695 shares; 2023Q4: 252,064 shares; 2024Q1: 278,877 shares; 2024Q2: 279,816 shares; 2024Q3: 281,397 shares; 2024Q4: 298,763 shares; 2025Q1: 352,267 shares; 2025Q2: 172,901 shares 172,901 $12M 0.27% -179,366 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,685 shares; 2024Q2: 24,091 shares; 2024Q3: 30,263 shares; 2024Q4: 47,777 shares; 2025Q1: 55,184 shares; 2025Q2: 226,140 shares 226,140 $11.8M 0.27% +170,956 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,949 shares; 2023Q4: 59,240 shares; 2024Q1: 17,464 shares; 2024Q2: 17,006 shares; 2024Q3: 21,550 shares; 2024Q4: 21,457 shares; 2025Q1: 59,867 shares; 2025Q2: 38,370 shares 38,370 $11.7M 0.26% -21,497 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 120,092 shares; 2023Q4: 154,828 shares; 2024Q1: 161,427 shares; 2024Q2: 163,384 shares; 2024Q3: 159,233 shares; 2024Q4: 151,613 shares; 2025Q1: 145,440 shares; 2025Q2: 66,992 shares 66,992 $11.6M 0.26% -78,448 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,778 shares; 2023Q4: 39,020 shares; 2024Q1: 57,692 shares; 2024Q2: 72,714 shares; 2024Q3: 71,424 shares; 2024Q4: 68,902 shares; 2025Q1: 86,841 shares; 2025Q2: 50,784 shares 50,784 $11.6M 0.26% -36,057 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135,751 shares; 2023Q4: 129,985 shares; 2024Q1: 127,875 shares; 2024Q2: 134,265 shares; 2024Q3: 137,042 shares; 2024Q4: 138,734 shares; 2025Q1: 138,090 shares; 2025Q2: 94,951 shares 94,951 $11.3M 0.26% -43,139 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,705 shares; 2023Q4: 28,527 shares; 2024Q1: 37,523 shares; 2024Q2: 35,782 shares; 2024Q3: 32,825 shares; 2024Q4: 52,527 shares; 2025Q1: 34,350 shares; 2025Q2: 25,074 shares 25,074 $11.1M 0.25% -9,276 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 176,491 shares; 2023Q4: 177,347 shares; 2024Q1: 186,821 shares; 2024Q2: 169,474 shares; 2024Q3: 157,351 shares; 2024Q4: 169,636 shares; 2025Q1: 140,222 shares; 2025Q2: 74,867 shares 74,867 $10.8M 0.24% -65,355 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; 2023Q3: 964,910 shares; 2023Q4: 917,227 shares; 2024Q1: 977,029 shares; 2024Q2: 1,012,253 shares; 2024Q3: 1,027,371 shares; 2024Q4: 1,079,057 shares; 2025Q1: 1,055,097 shares; 2025Q2: 217,272 shares 217,272 $10.8M 0.24% -837,825 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81,632 shares; 2025Q1: 119,727 shares; 2025Q2: 116,770 shares 116,770 $10.7M 0.24% -2,957 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,338 shares; 2023Q4: 215,350 shares; 2024Q1: 254,250 shares; 2024Q2: 286,846 shares; 2024Q3: 327,415 shares; 2024Q4: 346,595 shares; 2025Q1: 359,947 shares; 2025Q2: 288,796 shares 288,796 $10.7M 0.24% -71,151 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 423,069 shares; 2023Q4: 284,155 shares; 2024Q1: 250,060 shares; 2024Q2: 277,959 shares; 2024Q3: 211,825 shares; 2024Q4: 192,110 shares; 2025Q1: 380,317 shares; 2025Q2: 210,150 shares 210,150 $10.6M 0.24% -170,167 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; 2023Q3: 235,093 shares; 2023Q4: 233,089 shares; 2024Q1: 290,982 shares; 2024Q2: 275,833 shares; 2024Q3: 272,249 shares; 2024Q4: 378,468 shares; 2025Q1: 263,278 shares; 2025Q2: 116,987 shares 116,987 $10.4M 0.24% -146,291 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,965 shares; 2023Q4: 49,345 shares; 2024Q1: 49,324 shares; 2024Q2: 55,954 shares; 2024Q3: 63,791 shares; 2024Q4: 85,646 shares; 2025Q1: 195,019 shares; 2025Q2: 102,224 shares 102,224 $10.4M 0.23% -92,795 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,845 shares; 2023Q4: 57,474 shares; 2024Q1: 60,617 shares; 2024Q2: 57,419 shares; 2024Q3: 55,125 shares; 2024Q4: 50,762 shares; 2025Q1: 44,841 shares; 2025Q2: 10,453 shares 10,453 $10.3M 0.23% -34,388 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,563 shares; 2023Q4: 27,896 shares; 2024Q1: 26,405 shares; 2024Q2: 26,312 shares; 2024Q3: 25,227 shares; 2024Q4: 19,742 shares; 2025Q1: 18,799 shares; 2025Q2: 7,728 shares 7,728 $10.3M 0.23% -11,071 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 145,568 shares; 2023Q4: 147,384 shares; 2024Q1: 168,446 shares; 2024Q2: 157,987 shares; 2024Q3: 156,396 shares; 2024Q4: 144,474 shares; 2025Q1: 137,705 shares; 2025Q2: 55,034 shares 55,034 $10.3M 0.23% -82,671 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,122 shares; 2023Q4: 44,293 shares; 2024Q1: 43,302 shares; 2024Q2: 43,365 shares; 2024Q3: 42,508 shares; 2024Q4: 38,297 shares; 2025Q1: 38,273 shares; 2025Q2: 12,987 shares 12,987 $10.1M 0.23% -25,286 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 129,330 shares; 2023Q4: 121,277 shares; 2024Q1: 141,494 shares; 2024Q2: 133,427 shares; 2024Q3: 157,948 shares; 2024Q4: 188,570 shares; 2025Q1: 172,762 shares; 2025Q2: 120,541 shares 120,541 $9.98M 0.23% -52,221 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,852 shares; 2023Q4: 84,334 shares; 2024Q1: 86,541 shares; 2024Q2: 80,714 shares; 2024Q3: 90,059 shares; 2024Q4: 79,130 shares; 2025Q1: 103,923 shares; 2025Q2: 50,082 shares 50,082 $9.94M 0.22% -53,841 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 340,578 shares; 2023Q4: 240,772 shares; 2024Q1: 259,906 shares; 2024Q2: 378,934 shares; 2024Q3: 369,321 shares; 2024Q4: 436,568 shares; 2025Q1: 263,736 shares; 2025Q2: 88,420 shares 88,420 $9.9M 0.22% -175,316 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 315,535 shares; 2023Q4: 315,620 shares; 2024Q1: 302,399 shares; 2024Q2: 301,196 shares; 2024Q3: 297,911 shares; 2024Q4: 281,075 shares; 2025Q1: 181,394 shares; 2025Q2: 108,634 shares 108,634 $9.89M 0.22% -72,760 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; 2023Q3: 113,027 shares; 2023Q4: 128,472 shares; 2024Q1: 145,583 shares; 2024Q2: 154,559 shares; 2024Q3: 130,726 shares; 2024Q4: 101,963 shares; 2025Q1: 91,800 shares; 2025Q2: 90,906 shares 90,906 $9.83M 0.22% -894 Timeline CGMS 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; 2023Q3: 8,309 shares; 2023Q4: 180,097 shares; 2024Q1: 228,318 shares; 2024Q2: 231,772 shares; 2024Q3: 416,525 shares; 2024Q4: 518,470 shares; 2025Q1: 534,954 shares; 2025Q2: 354,998 shares 354,998 $9.81M 0.22% -179,956 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,813 shares; 2023Q4: 37,938 shares; 2024Q1: 38,354 shares; 2024Q2: 44,975 shares; 2024Q3: 48,366 shares; 2024Q4: 58,228 shares; 2025Q1: 58,719 shares; 2025Q2: 180,948 shares 180,948 $9.24M 0.21% +122,229 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,043 shares; 2023Q4: 23,925 shares; 2024Q1: 41,402 shares; 2024Q2: 40,256 shares; 2024Q3: 38,278 shares; 2024Q4: 37,147 shares; 2025Q1: 19,906 shares; 2025Q2: 25,201 shares 25,201 $9.18M 0.21% +5,295 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,380 shares; 2023Q4: 45,846 shares; 2024Q1: 49,604 shares; 2024Q2: 46,429 shares; 2024Q3: 43,935 shares; 2024Q4: 42,926 shares; 2025Q1: 45,492 shares; 2025Q2: 35,808 shares 35,808 $9.11M 0.21% -9,684 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82,546 shares; 2023Q4: 42,567 shares; 2024Q1: 103,732 shares; 2024Q2: 103,684 shares; 2024Q3: 93,391 shares; 2024Q4: 99,156 shares; 2025Q1: 79,499 shares; 2025Q2: 51,419 shares 51,419 $9.08M 0.21% -28,080 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 140,363 shares; 2023Q4: 90,686 shares; 2024Q1: 139,838 shares; 2024Q2: 127,894 shares; 2024Q3: 120,056 shares; 2024Q4: 119,323 shares; 2025Q1: 94,294 shares; 2025Q2: 70,760 shares 70,760 $9.05M 0.2% -23,534 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,459 shares; 2023Q4: 29,227 shares; 2024Q1: 51,146 shares; 2024Q2: 49,249 shares; 2024Q3: 46,469 shares; 2024Q4: 45,408 shares; 2025Q1: 40,113 shares; 2025Q2: 31,808 shares 31,808 $8.96M 0.2% -8,305 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,824 shares; 2025Q2: 251,006 shares 251,006 $8.93M 0.2% +206,182 Timeline SPMO 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54,417 shares; 2024Q2: 78,072 shares; 2024Q3: 80,900 shares; 2024Q4: 68,801 shares; 2025Q1: 96,107 shares; 2025Q2: 79,320 shares 79,320 $8.92M 0.2% -16,787 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; 2023Q3: 152,468 shares; 2023Q4: 155,503 shares; 2024Q1: 163,144 shares; 2024Q2: 153,480 shares; 2024Q3: 151,503 shares; 2024Q4: 149,344 shares; 2025Q1: 134,326 shares; 2025Q2: 55,657 shares 55,657 $8.88M 0.2% -78,669 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,078 shares; 2023Q4: 75,218 shares; 2024Q1: 75,153 shares; 2024Q2: 73,156 shares; 2024Q3: 64,621 shares; 2024Q4: 68,407 shares; 2025Q1: 60,118 shares; 2025Q2: 24,021 shares 24,021 $8.83M 0.2% -36,097 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; 2023Q3: 31,089 shares; 2023Q4: 31,989 shares; 2024Q1: 34,439 shares; 2024Q2: 33,057 shares; 2024Q3: 31,764 shares; 2024Q4: 41,894 shares; 2025Q1: 32,935 shares; 2025Q2: 23,945 shares 23,945 $8.78M 0.2% -8,990 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82,677 shares; 2023Q4: 87,349 shares; 2024Q1: 95,699 shares; 2024Q2: 96,253 shares; 2024Q3: 94,311 shares; 2024Q4: 105,758 shares; 2025Q1: 113,631 shares; 2025Q2: 99,058 shares 99,058 $8.7M 0.2% -14,573 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 10,665 shares; 2024Q1: 13,340 shares; 2024Q2: 12,240 shares; 2024Q3: 12,215 shares; 2024Q4: 246,111 shares; 2025Q1: 246,835 shares; 2025Q2: 241,409 shares 241,409 $8.59M 0.19% -5,426 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 87,475 shares; 2023Q4: 107,012 shares; 2024Q1: 84,615 shares; 2024Q2: 94,822 shares; 2024Q3: 134,562 shares; 2024Q4: 199,270 shares; 2025Q1: 284,532 shares; 2025Q2: 242,835 shares 242,835 $8.58M 0.19% -41,697 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; 2023Q3: 790,914 shares; 2023Q4: 771,375 shares; 2024Q1: 825,416 shares; 2024Q2: 821,139 shares; 2024Q3: 759,090 shares; 2024Q4: 794,222 shares; 2025Q1: 801,616 shares; 2025Q2: 170,973 shares 170,973 $8.5M 0.19% -630,643 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 30,081 shares; 2023Q4: 31,513 shares; 2024Q1: 31,052 shares; 2024Q2: 31,701 shares; 2024Q3: 37,332 shares; 2024Q4: 46,072 shares; 2025Q1: 50,360 shares; 2025Q2: 55,936 shares 55,936 $8.48M 0.19% +5,576 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 330,973 shares; 2023Q4: 366,930 shares; 2024Q1: 544,124 shares; 2024Q2: 557,581 shares; 2024Q3: 646,364 shares; 2024Q4: 339,675 shares; 2025Q1: 117,078 shares; 2025Q2: 88,026 shares 88,026 $8.43M 0.19% -29,052 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 497,558 shares; 2023Q4: 508,127 shares; 2024Q1: 523,634 shares; 2024Q2: 495,617 shares; 2024Q3: 434,676 shares; 2024Q4: 426,751 shares; 2025Q1: 366,370 shares; 2025Q2: 193,712 shares 193,712 $8.4M 0.19% -172,658 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 230,908 shares; 2023Q4: 229,410 shares; 2024Q1: 242,229 shares; 2024Q2: 242,643 shares; 2024Q3: 253,928 shares; 2024Q4: 249,068 shares; 2025Q1: 243,777 shares; 2025Q2: 116,730 shares 116,730 $8.32M 0.19% -127,047 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 332,774 shares; 2023Q4: 431,058 shares; 2024Q1: 509,824 shares; 2024Q2: 551,672 shares; 2024Q3: 574,781 shares; 2024Q4: 658,973 shares; 2025Q1: 722,210 shares; 2025Q2: 93,588 shares 93,588 $8.23M 0.19% -628,622 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 223,471 shares; 2023Q4: 365,518 shares; 2024Q1: 248,461 shares; 2024Q2: 250,352 shares; 2024Q3: 250,518 shares; 2024Q4: 177,638 shares; 2025Q1: 175,812 shares; 2025Q2: 156,373 shares 156,373 $8.19M 0.19% -19,439 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; 2023Q3: 51,835 shares; 2023Q4: 70,355 shares; 2024Q1: 115,307 shares; 2024Q2: 121,539 shares; 2024Q3: 132,013 shares; 2024Q4: 158,876 shares; 2025Q1: 151,585 shares; 2025Q2: 82,783 shares 82,783 $8.15M 0.18% -68,802 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,546 shares; 2023Q4: 74,364 shares; 2024Q1: 83,672 shares; 2024Q2: 86,690 shares; 2024Q3: 79,822 shares; 2024Q4: 83,265 shares; 2025Q1: 71,767 shares; 2025Q2: 44,193 shares 44,193 $8.04M 0.18% -27,574 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,159 shares; 2023Q4: 51,212 shares; 2024Q1: 54,573 shares; 2024Q2: 43,817 shares; 2024Q3: 40,316 shares; 2024Q4: 42,063 shares; 2025Q1: 39,300 shares; 2025Q2: 24,890 shares 24,890 $7.98M 0.18% -14,410 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 221,127 shares; 2023Q4: 278,877 shares; 2024Q1: 279,459 shares; 2024Q2: 301,588 shares; 2024Q3: 346,647 shares; 2024Q4: 321,642 shares; 2025Q1: 330,153 shares; 2025Q2: 316,905 shares 316,905 $7.98M 0.18% -13,248 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 470,205 shares; 2023Q4: 363,077 shares; 2024Q1: 327,508 shares; 2024Q2: 317,266 shares; 2024Q3: 314,813 shares; 2024Q4: 323,572 shares; 2025Q1: 253,886 shares; 2025Q2: 84,757 shares 84,757 $7.97M 0.18% -169,129 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 163,741 shares; 2023Q4: 198,315 shares; 2024Q1: 204,882 shares; 2024Q2: 246,670 shares; 2024Q3: 257,808 shares; 2024Q4: 231,854 shares; 2025Q1: 220,979 shares; 2025Q2: 290,268 shares 290,268 $7.91M 0.18% +69,289 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 562,173 shares; 2023Q4: 325,941 shares; 2024Q1: 244,723 shares; 2024Q2: 228,705 shares; 2024Q3: 281,952 shares; 2024Q4: 196,377 shares; 2025Q1: 159,811 shares; 2025Q2: 131,617 shares 131,617 $7.9M 0.18% -28,194 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,730 shares; 2023Q4: 64,379 shares; 2024Q1: 156,277 shares; 2024Q2: 164,000 shares; 2024Q3: 177,836 shares; 2024Q4: 197,181 shares; 2025Q1: 238,614 shares; 2025Q2: 164,745 shares 164,745 $7.84M 0.18% -73,869 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82,031 shares; 2023Q4: 83,014 shares; 2024Q1: 113,233 shares; 2024Q2: 157,050 shares; 2024Q3: 135,510 shares; 2024Q4: 131,329 shares; 2025Q1: 129,675 shares; 2025Q2: 107,640 shares 107,640 $7.68M 0.17% -22,035 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 289,164 shares; 2023Q4: 162,302 shares; 2024Q1: 158,175 shares; 2024Q2: 152,293 shares; 2024Q3: 175,094 shares; 2024Q4: 188,590 shares; 2025Q1: 181,810 shares; 2025Q2: 93,236 shares 93,236 $7.62M 0.17% -88,574 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 279,928 shares; 2023Q4: 283,642 shares; 2024Q1: 541,675 shares; 2024Q2: 414,931 shares; 2024Q3: 463,350 shares; 2024Q4: 488,983 shares; 2025Q1: 574,404 shares; 2025Q2: 143,773 shares 143,773 $7.54M 0.17% -430,631 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 92,360 shares; 2023Q4: 47,881 shares; 2024Q1: 86,974 shares; 2024Q2: 83,156 shares; 2024Q3: 77,784 shares; 2024Q4: 76,192 shares; 2025Q1: 57,527 shares; 2025Q2: 43,788 shares 43,788 $7.49M 0.17% -13,739 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,273 shares; 2023Q4: 51,459 shares; 2024Q1: 35,354 shares; 2024Q2: 37,310 shares; 2024Q3: 29,423 shares; 2024Q4: 33,801 shares; 2025Q1: 32,123 shares; 2025Q2: 14,580 shares 14,580 $7.45M 0.17% -17,543 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23,518 shares; 2024Q4: 23,518 shares; 2025Q1: 238,165 shares; 2025Q2: 255,585 shares 255,585 $7.34M 0.17% +17,420 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 48,542 shares; 2023Q4: 51,713 shares; 2024Q1: 52,978 shares; 2024Q2: 57,825 shares; 2024Q3: 49,281 shares; 2024Q4: 55,368 shares; 2025Q1: 53,992 shares; 2025Q2: 24,901 shares 24,901 $7.28M 0.16% -29,091 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; 2023Q3: 27,959 shares; 2023Q4: 24,704 shares; 2024Q1: 27,678 shares; 2024Q2: 23,034 shares; 2024Q3: 30,279 shares; 2024Q4: 28,716 shares; 2025Q1: 28,271 shares; 2025Q2: 24,798 shares 24,798 $7.13M 0.16% -3,473 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; 2023Q3: 32,896 shares; 2023Q4: 32,916 shares; 2024Q1: 33,613 shares; 2024Q2: 39,890 shares; 2024Q3: 37,592 shares; 2024Q4: 37,040 shares; 2025Q1: 32,803 shares; 2025Q2: 15,123 shares 15,123 $7M 0.16% -17,680 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 138,854 shares; 2023Q4: 128,703 shares; 2024Q1: 109,695 shares; 2024Q2: 111,332 shares; 2024Q3: 129,903 shares; 2024Q4: 131,756 shares; 2025Q1: 113,666 shares; 2025Q2: 86,029 shares 86,029 $6.97M 0.16% -27,637 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 199,392 shares; 2023Q4: 285,192 shares; 2024Q1: 285,517 shares; 2024Q2: 285,317 shares; 2024Q3: 306,422 shares; 2024Q4: 296,407 shares; 2025Q1: 300,831 shares; 2025Q2: 286,070 shares 286,070 $6.94M 0.16% -14,761 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179,962 shares; 2023Q4: 191,860 shares; 2024Q1: 194,861 shares; 2024Q2: 195,588 shares; 2024Q3: 190,649 shares; 2024Q4: 193,253 shares; 2025Q1: 110,392 shares; 2025Q2: 77,164 shares 77,164 $6.9M 0.16% -33,228 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; 2023Q3: 73,192 shares; 2023Q4: 78,341 shares; 2024Q1: 74,902 shares; 2024Q2: 67,614 shares; 2024Q3: 38,437 shares; 2024Q4: 50,560 shares; 2025Q1: 40,273 shares; 2025Q2: 34,015 shares 34,015 $6.74M 0.15% -6,258 Timeline VEU 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; 2023Q3: 201,919 shares; 2023Q4: 203,415 shares; 2024Q1: 209,513 shares; 2024Q2: 210,067 shares; 2024Q3: 220,467 shares; 2024Q4: 224,314 shares; 2025Q1: 219,336 shares; 2025Q2: 99,748 shares 99,748 $6.73M 0.15% -119,588 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 193,950 shares; 2023Q4: 130,445 shares; 2024Q1: 106,619 shares; 2024Q2: 88,845 shares; 2024Q3: 81,545 shares; 2024Q4: 97,433 shares; 2025Q1: 196,145 shares; 2025Q2: 160,497 shares 160,497 $6.73M 0.15% -35,648 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 153,559 shares; 2023Q4: 179,432 shares; 2024Q1: 181,575 shares; 2024Q2: 169,807 shares; 2024Q3: 173,545 shares; 2024Q4: 169,226 shares; 2025Q1: 134,925 shares; 2025Q2: 49,638 shares 49,638 $6.72M 0.15% -85,287 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,573 shares; 2024Q1: 35,823 shares; 2024Q2: 50,081 shares; 2024Q3: 54,437 shares; 2024Q4: 92,818 shares; 2025Q1: 98,293 shares; 2025Q2: 77,547 shares 77,547 $6.71M 0.15% -20,746 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40,608 shares; 2023Q4: 36,554 shares; 2024Q1: 43,289 shares; 2024Q2: 49,908 shares; 2024Q3: 39,025 shares; 2024Q4: 34,537 shares; 2025Q1: 47,107 shares; 2025Q2: 45,181 shares 45,181 $6.68M 0.15% -1,926 Timeline 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; 2023Q3: 11,561 shares; 2023Q4: 13,050 shares; 2024Q1: 30,228 shares; 2024Q2: 15,098 shares; 2024Q3: 18,777 shares; 2024Q4: 92,787 shares; 2025Q1: 59,976 shares; 2025Q2: 51,555 shares 51,555 $6.65M 0.15% -8,421 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 246,689 shares; 2023Q4: 322,248 shares; 2024Q1: 292,267 shares; 2024Q2: 239,552 shares; 2024Q3: 228,733 shares; 2024Q4: 309,832 shares; 2025Q1: 164,222 shares; 2025Q2: 82,361 shares 82,361 $6.64M 0.15% -81,861 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179,731 shares; 2023Q4: 175,392 shares; 2024Q1: 167,264 shares; 2024Q2: 168,461 shares; 2024Q3: 151,941 shares; 2024Q4: 140,762 shares; 2025Q1: 135,812 shares; 2025Q2: 53,470 shares 53,470 $6.63M 0.15% -82,342 Timeline CGCB 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,673 shares; 2024Q4: 172,466 shares; 2025Q1: 300,000 shares; 2025Q2: 251,920 shares 251,920 $6.63M 0.15% -48,080 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,748 shares; 2023Q4: 17,369 shares; 2024Q1: 22,219 shares; 2024Q2: 28,985 shares; 2024Q3: 28,518 shares; 2024Q4: 28,105 shares; 2025Q1: 17,084 shares; 2025Q2: 11,640 shares 11,640 $6.61M 0.15% -5,444 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,110 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,538 shares; 2025Q1: 68,876 shares; 2025Q2: 118,472 shares 118,472 $6.57M 0.15% +49,596 Timeline CGCP 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; 2023Q3: 120,428 shares; 2023Q4: 157,717 shares; 2024Q1: 158,826 shares; 2024Q2: 122,680 shares; 2024Q3: 160,960 shares; 2024Q4: 211,885 shares; 2025Q1: 356,013 shares; 2025Q2: 292,485 shares 292,485 $6.57M 0.15% -63,528 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,043 shares; 2023Q4: 11,563 shares; 2024Q1: 11,506 shares; 2024Q2: 10,877 shares; 2024Q3: 24,359 shares; 2024Q4: 37,481 shares; 2025Q1: 16,185 shares; 2025Q2: 16,506 shares 16,506 $6.55M 0.15% +321 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; 2023Q3: 133,884 shares; 2023Q4: 230,015 shares; 2024Q1: 371,869 shares; 2024Q2: 429,218 shares; 2024Q3: 415,312 shares; 2024Q4: 404,708 shares; 2025Q1: 386,518 shares; 2025Q2: 163,339 shares 163,339 $6.53M 0.15% -223,179 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135,539 shares; 2023Q4: 135,974 shares; 2024Q1: 157,080 shares; 2024Q2: 150,516 shares; 2024Q3: 141,392 shares; 2024Q4: 131,757 shares; 2025Q1: 118,939 shares; 2025Q2: 46,887 shares 46,887 $6.52M 0.15% -72,052 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,997 shares; 2025Q1: 9,861 shares; 2025Q2: 6,137 shares 6,137 $6.44M 0.15% -3,724 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59,710 shares; 2023Q4: 34,786 shares; 2024Q1: 70,603 shares; 2024Q2: 68,579 shares; 2024Q3: 66,324 shares; 2024Q4: 49,868 shares; 2025Q1: 46,200 shares; 2025Q2: 25,838 shares 25,838 $6.43M 0.15% -20,362 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; 2023Q3: 102,288 shares; 2023Q4: 126,908 shares; 2024Q1: 177,312 shares; 2024Q2: 183,329 shares; 2024Q3: 168,910 shares; 2024Q4: 154,777 shares; 2025Q1: 135,475 shares; 2025Q2: 68,191 shares 68,191 $6.41M 0.15% -67,284 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 240,091 shares; 2023Q4: 325,788 shares; 2024Q1: 353,524 shares; 2024Q2: 404,613 shares; 2024Q3: 351,505 shares; 2024Q4: 402,019 shares; 2025Q1: 446,881 shares; 2025Q2: 108,779 shares 108,779 $6.33M 0.14% -338,102 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81,891 shares; 2023Q4: 107,855 shares; 2024Q1: 139,667 shares; 2024Q2: 161,656 shares; 2024Q3: 196,726 shares; 2024Q4: 215,557 shares; 2025Q1: 232,973 shares; 2025Q2: 128,506 shares 128,506 $6.32M 0.14% -104,467 Timeline SPLV 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; 2023Q3: 148,351 shares; 2023Q4: 156,663 shares; 2024Q1: 142,040 shares; 2024Q2: 139,401 shares; 2024Q3: 179,780 shares; 2024Q4: 155,319 shares; 2025Q1: 66,273 shares; 2025Q2: 85,461 shares 85,461 $6.23M 0.14% +19,188 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 376,664 shares; 2023Q4: 392,944 shares; 2024Q1: 434,458 shares; 2024Q2: 443,236 shares; 2024Q3: 446,081 shares; 2024Q4: 474,983 shares; 2025Q1: 468,971 shares; 2025Q2: 134,066 shares 134,066 $6.21M 0.14% -334,905 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 281,659 shares; 2023Q4: 92,821 shares; 2024Q1: 83,801 shares; 2024Q2: 188,411 shares; 2024Q3: 157,609 shares; 2024Q4: 125,927 shares; 2025Q1: 126,486 shares; 2025Q2: 124,673 shares 124,673 $6.2M 0.14% -1,813 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 779,687 shares; 2023Q4: 746,454 shares; 2024Q1: 737,041 shares; 2024Q2: 629,329 shares; 2024Q3: 528,007 shares; 2024Q4: 547,557 shares; 2025Q1: 547,139 shares; 2025Q2: 214,370 shares 214,370 $6.17M 0.14% -332,769 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,298 shares; 2023Q4: 39,715 shares; 2024Q1: 55,918 shares; 2024Q2: 188,423 shares; 2024Q3: 250,263 shares; 2024Q4: 281,481 shares; 2025Q1: 394,008 shares; 2025Q2: 121,021 shares 121,021 $6.13M 0.14% -272,987 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; 2023Q3: 12,233 shares; 2023Q4: 12,208 shares; 2024Q1: 12,740 shares; 2024Q2: 12,447 shares; 2024Q3: 8,508 shares; 2024Q4: 26,127 shares; 2025Q1: 23,134 shares; 2025Q2: 21,529 shares 21,529 $6.13M 0.14% -1,605 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,447 shares; 2023Q4: 10,353 shares; 2024Q1: 11,549 shares; 2024Q2: 12,008 shares; 2024Q3: 9,945 shares; 2024Q4: 8,874 shares; 2025Q1: 9,378 shares; 2025Q2: 5,955 shares 5,955 $6.13M 0.14% -3,423 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; 2023Q3: 61,278 shares; 2023Q4: 69,263 shares; 2024Q1: 110,782 shares; 2024Q2: 156,452 shares; 2024Q3: 188,650 shares; 2024Q4: 166,746 shares; 2025Q1: 160,361 shares; 2025Q2: 138,408 shares 138,408 $6.06M 0.14% -21,953 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,562 shares; 2024Q1: 157,948 shares; 2024Q2: 177,883 shares; 2024Q3: 255,417 shares; 2024Q4: 274,118 shares; 2025Q1: 262,734 shares; 2025Q2: 114,472 shares 114,472 $6.05M 0.14% -148,262 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 265,598 shares; 2023Q4: 322,870 shares; 2024Q1: 282,524 shares; 2024Q2: 266,998 shares; 2024Q3: 252,333 shares; 2024Q4: 187,591 shares; 2025Q1: 128,812 shares; 2025Q2: 54,882 shares 54,882 $6.01M 0.14% -73,930 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,142 shares; 2023Q4: 74,633 shares; 2024Q1: 76,964 shares; 2024Q2: 74,366 shares; 2024Q3: 72,362 shares; 2024Q4: 67,676 shares; 2025Q1: 62,834 shares; 2025Q2: 63,052 shares 63,052 $5.99M 0.14% +218 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,338 shares; 2023Q4: 136,715 shares; 2024Q1: 138,653 shares; 2024Q2: 142,806 shares; 2024Q3: 162,801 shares; 2024Q4: 201,974 shares; 2025Q1: 218,014 shares; 2025Q2: 183,473 shares 183,473 $5.97M 0.14% -34,541 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 22,384 shares; 2024Q2: 19,763 shares; 2024Q3: 18,302 shares; 2024Q4: not reported; 2025Q1: 115,088 shares; 2025Q2: 172,540 shares 172,540 $5.94M 0.13% +57,452 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 58,310 shares; 2023Q4: 61,112 shares; 2024Q1: 59,983 shares; 2024Q2: 57,826 shares; 2024Q3: 55,567 shares; 2024Q4: 51,092 shares; 2025Q1: 47,545 shares; 2025Q2: 10,525 shares 10,525 $5.92M 0.13% -37,020 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 331,510 shares; 2023Q4: 178,006 shares; 2024Q1: 185,427 shares; 2024Q2: 314,099 shares; 2024Q3: 322,152 shares; 2024Q4: 287,721 shares; 2025Q1: 201,627 shares; 2025Q2: 258,256 shares 258,256 $5.9M 0.13% +56,629 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,192 shares; 2023Q4: 122,445 shares; 2024Q1: 99,010 shares; 2024Q2: 160,634 shares; 2024Q3: 194,667 shares; 2024Q4: 178,744 shares; 2025Q1: 172,024 shares; 2025Q2: 230,314 shares 230,314 $5.9M 0.13% +58,290 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 223,874 shares; 2023Q4: 189,123 shares; 2024Q1: 219,925 shares; 2024Q2: 214,381 shares; 2024Q3: 153,329 shares; 2024Q4: 156,016 shares; 2025Q1: 110,370 shares; 2025Q2: 58,584 shares 58,584 $5.89M 0.13% -51,786 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 138,394 shares; 2023Q4: 69,763 shares; 2024Q1: 87,916 shares; 2024Q2: 141,737 shares; 2024Q3: 144,951 shares; 2024Q4: 70,081 shares; 2025Q1: 154,329 shares; 2025Q2: 58,494 shares 58,494 $5.87M 0.13% -95,835 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,050 shares; 2023Q4: 21,290 shares; 2024Q1: 28,316 shares; 2024Q2: 37,966 shares; 2024Q3: 41,174 shares; 2024Q4: 55,387 shares; 2025Q1: 63,617 shares; 2025Q2: 89,291 shares 89,291 $5.76M 0.13% +25,674 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,482 shares; 2023Q4: 38,715 shares; 2024Q1: 43,167 shares; 2024Q2: 38,041 shares; 2024Q3: 35,121 shares; 2024Q4: 33,654 shares; 2025Q1: 26,911 shares; 2025Q2: 14,695 shares 14,695 $5.74M 0.13% -12,216 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,869 shares; 2023Q4: 16,050 shares; 2024Q1: 21,759 shares; 2024Q2: 21,745 shares; 2024Q3: 29,177 shares; 2024Q4: 19,876 shares; 2025Q1: 18,110 shares; 2025Q2: 21,549 shares 21,549 $5.73M 0.13% +3,439 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,505 shares; 2023Q4: 78,405 shares; 2024Q1: 108,621 shares; 2024Q2: 157,629 shares; 2024Q3: 166,237 shares; 2024Q4: 227,684 shares; 2025Q1: 251,623 shares; 2025Q2: 177,994 shares 177,994 $5.71M 0.13% -73,629 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 219,026 shares; 2023Q4: 213,462 shares; 2024Q1: 207,657 shares; 2024Q2: 187,953 shares; 2024Q3: 164,271 shares; 2024Q4: 178,373 shares; 2025Q1: 191,377 shares; 2025Q2: 81,810 shares 81,810 $5.68M 0.13% -109,567 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61,741 shares; 2023Q4: 55,674 shares; 2024Q1: 53,521 shares; 2024Q2: 51,694 shares; 2024Q3: 44,918 shares; 2024Q4: 45,736 shares; 2025Q1: 45,840 shares; 2025Q2: 20,770 shares 20,770 $5.67M 0.13% -25,070 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 111,063 shares; 2023Q4: 105,909 shares; 2024Q1: 104,401 shares; 2024Q2: 91,680 shares; 2024Q3: 87,981 shares; 2024Q4: 82,340 shares; 2025Q1: 73,076 shares; 2025Q2: 19,962 shares 19,962 $5.65M 0.13% -53,114 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,645 shares; 2023Q4: 185,876 shares; 2024Q1: 289,946 shares; 2024Q2: 304,211 shares; 2024Q3: 331,738 shares; 2024Q4: 266,009 shares; 2025Q1: 321,854 shares; 2025Q2: 287,491 shares 287,491 $5.61M 0.13% -34,363 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306,321 shares; 2025Q2: 167,703 shares 167,703 $5.53M 0.13% -138,618 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 134,529 shares; 2023Q4: 141,178 shares; 2024Q1: 144,495 shares; 2024Q2: 142,273 shares; 2024Q3: 141,281 shares; 2024Q4: 145,962 shares; 2025Q1: 144,461 shares; 2025Q2: 71,154 shares 71,154 $5.52M 0.12% -73,307 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 197,049 shares; 2023Q4: 197,277 shares; 2024Q1: 198,202 shares; 2024Q2: 173,279 shares; 2024Q3: 149,025 shares; 2024Q4: 129,243 shares; 2025Q1: 129,254 shares; 2025Q2: 68,668 shares 68,668 $5.49M 0.12% -60,586 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 153,526 shares; 2023Q4: 110,733 shares; 2024Q1: 105,671 shares; 2024Q2: 90,767 shares; 2024Q3: 63,921 shares; 2024Q4: 82,827 shares; 2025Q1: 53,684 shares; 2025Q2: 49,923 shares 49,923 $5.47M 0.12% -3,761 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,850 shares; 2023Q4: 44,965 shares; 2024Q1: 82,852 shares; 2024Q2: 234,604 shares; 2024Q3: 253,307 shares; 2024Q4: 239,389 shares; 2025Q1: 243,237 shares; 2025Q2: 234,212 shares 234,212 $5.47M 0.12% -9,025 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; 2023Q3: 76,248 shares; 2023Q4: 90,717 shares; 2024Q1: 87,903 shares; 2024Q2: 89,766 shares; 2024Q3: 94,039 shares; 2024Q4: 63,502 shares; 2025Q1: 65,321 shares; 2025Q2: 87,275 shares 87,275 $5.43M 0.12% +21,954 Timeline SIXO 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; 2023Q3: 67,276 shares; 2023Q4: 90,975 shares; 2024Q1: 106,751 shares; 2024Q2: 175,012 shares; 2024Q3: 156,307 shares; 2024Q4: 183,423 shares; 2025Q1: 166,645 shares; 2025Q2: 163,163 shares 163,163 $5.4M 0.12% -3,482 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 159,157 shares; 2023Q4: 247,443 shares; 2024Q1: 283,318 shares; 2024Q2: 318,628 shares; 2024Q3: 319,252 shares; 2024Q4: 335,689 shares; 2025Q1: 332,670 shares; 2025Q2: 125,545 shares 125,545 $5.39M 0.12% -207,125 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 139,900 shares; 2023Q4: 156,056 shares; 2024Q1: 163,284 shares; 2024Q2: 160,327 shares; 2024Q3: 112,352 shares; 2024Q4: 92,799 shares; 2025Q1: 72,695 shares; 2025Q2: 40,413 shares 40,413 $5.36M 0.12% -32,282 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 116,705 shares; 2023Q4: 110,174 shares; 2024Q1: 364,114 shares; 2024Q2: 310,494 shares; 2024Q3: 155,234 shares; 2024Q4: 143,993 shares; 2025Q1: 299,025 shares; 2025Q2: 140,398 shares 140,398 $5.32M 0.12% -158,627 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 73,414 shares; 2023Q4: 95,110 shares; 2024Q1: 88,588 shares; 2024Q2: 69,029 shares; 2024Q3: 69,151 shares; 2024Q4: 286,489 shares; 2025Q1: 279,692 shares; 2025Q2: 221,297 shares 221,297 $5.28M 0.12% -58,395 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,560 shares; 2023Q4: 12,560 shares; 2024Q1: 15,900 shares; 2024Q2: 13,862 shares; 2024Q3: 13,862 shares; 2024Q4: 70,007 shares; 2025Q1: 58,342 shares; 2025Q2: 55,773 shares 55,773 $5.24M 0.12% -2,569 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,969 shares; 2023Q4: 161,628 shares; 2024Q1: 178,465 shares; 2024Q2: 181,148 shares; 2024Q3: 176,199 shares; 2024Q4: 204,754 shares; 2025Q1: 161,737 shares; 2025Q2: 87,758 shares 87,758 $5.21M 0.12% -73,979 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 132,202 shares; 2023Q4: 131,861 shares; 2024Q1: 130,651 shares; 2024Q2: 110,452 shares; 2024Q3: 101,647 shares; 2024Q4: 106,329 shares; 2025Q1: 73,597 shares; 2025Q2: 38,189 shares 38,189 $5.2M 0.12% -35,408 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; 2023Q3: 24,860 shares; 2023Q4: 27,054 shares; 2024Q1: 45,006 shares; 2024Q2: 51,152 shares; 2024Q3: 190,721 shares; 2024Q4: 223,625 shares; 2025Q1: 257,096 shares; 2025Q2: 192,286 shares 192,286 $5.14M 0.12% -64,810 Timeline SIXJ 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; 2023Q3: 37,579 shares; 2023Q4: 49,440 shares; 2024Q1: 83,902 shares; 2024Q2: 111,710 shares; 2024Q3: 154,990 shares; 2024Q4: 159,044 shares; 2025Q1: 165,966 shares; 2025Q2: 158,790 shares 158,790 $5.08M 0.11% -7,176 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,555 shares; 2023Q4: 61,295 shares; 2024Q1: 66,849 shares; 2024Q2: 81,445 shares; 2024Q3: 96,319 shares; 2024Q4: 119,071 shares; 2025Q1: 120,921 shares; 2025Q2: 75,332 shares 75,332 $5.07M 0.11% -45,589 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,408 shares; 2023Q4: 26,406 shares; 2024Q1: 25,632 shares; 2024Q2: 26,116 shares; 2024Q3: 25,232 shares; 2024Q4: 27,032 shares; 2025Q1: 28,369 shares; 2025Q2: 17,334 shares 17,334 $5.06M 0.11% -11,035 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 68,761 shares; 2023Q4: 63,510 shares; 2024Q1: 62,333 shares; 2024Q2: 63,784 shares; 2024Q3: 67,072 shares; 2024Q4: 72,310 shares; 2025Q1: 75,446 shares; 2025Q2: 11,858 shares 11,858 $5.04M 0.11% -63,588 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 216,045 shares; 2023Q4: 225,536 shares; 2024Q1: 221,612 shares; 2024Q2: 225,178 shares; 2024Q3: 264,642 shares; 2024Q4: 78,538 shares; 2025Q1: 90,813 shares; 2025Q2: 42,221 shares 42,221 $5.02M 0.11% -48,592 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 177,793 shares; 2023Q4: 296,382 shares; 2024Q1: 353,765 shares; 2024Q2: 375,343 shares; 2024Q3: 406,952 shares; 2024Q4: 268,579 shares; 2025Q1: 278,091 shares; 2025Q2: 238,939 shares 238,939 $4.94M 0.11% -39,152 BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,216 shares; 2023Q4: 45,151 shares; 2024Q1: 49,906 shares; 2024Q2: 51,254 shares; 2024Q3: 78,302 shares; 2024Q4: 123,112 shares; 2025Q1: 275,730 shares; 2025Q2: 251,093 shares 251,093 $4.93M 0.11% -24,637 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 102,491 shares; 2023Q4: 124,985 shares; 2024Q1: 112,430 shares; 2024Q2: 122,059 shares; 2024Q3: 129,940 shares; 2024Q4: 141,183 shares; 2025Q1: 114,392 shares; 2025Q2: 90,461 shares 90,461 $4.81M 0.11% -23,931 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 361,423 shares; 2023Q4: 347,434 shares; 2024Q1: 358,672 shares; 2024Q2: 343,996 shares; 2024Q3: 324,743 shares; 2024Q4: 321,859 shares; 2025Q1: 267,587 shares; 2025Q2: 100,666 shares 100,666 $4.79M 0.11% -166,921 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 496,593 shares; 2023Q4: 479,599 shares; 2024Q1: 496,800 shares; 2024Q2: 550,095 shares; 2024Q3: 577,419 shares; 2024Q4: 584,963 shares; 2025Q1: 577,643 shares; 2025Q2: 195,671 shares 195,671 $4.78M 0.11% -381,972 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 228,814 shares; 2023Q4: 284,274 shares; 2024Q1: 248,323 shares; 2024Q2: 243,607 shares; 2024Q3: 281,509 shares; 2024Q4: 253,127 shares; 2025Q1: 250,192 shares; 2025Q2: 68,817 shares 68,817 $4.78M 0.11% -181,375 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 91,371 shares; 2025Q1: 164,049 shares; 2025Q2: 142,613 shares 142,613 $4.78M 0.11% -21,436 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,632 shares; 2023Q4: 19,651 shares; 2024Q1: 17,494 shares; 2024Q2: 17,661 shares; 2024Q3: 16,689 shares; 2024Q4: 18,913 shares; 2025Q1: 51,809 shares; 2025Q2: 63,030 shares 63,030 $4.75M 0.11% +11,221 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 67,644 shares; 2023Q4: 71,314 shares; 2024Q1: 77,501 shares; 2024Q2: 74,211 shares; 2024Q3: 75,143 shares; 2024Q4: 77,402 shares; 2025Q1: 67,094 shares; 2025Q2: 34,812 shares 34,812 $4.73M 0.11% -32,282 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,337 shares; 2023Q4: 51,582 shares; 2024Q1: 53,188 shares; 2024Q2: 47,695 shares; 2024Q3: 46,295 shares; 2024Q4: 37,784 shares; 2025Q1: 39,110 shares; 2025Q2: 25,615 shares 25,615 $4.72M 0.11% -13,495 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,250 shares; 2023Q4: 3,973 shares; 2024Q1: 19,316 shares; 2024Q2: 18,285 shares; 2024Q3: 7,813 shares; 2024Q4: 10,976 shares; 2025Q1: 9,802 shares; 2025Q2: 14,677 shares 14,677 $4.7M 0.11% +4,875 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 82,368 shares; 2023Q4: 95,692 shares; 2024Q1: 88,551 shares; 2024Q2: 82,821 shares; 2024Q3: 70,238 shares; 2024Q4: 67,199 shares; 2025Q1: 60,066 shares; 2025Q2: 45,766 shares 45,766 $4.64M 0.11% -14,300 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; 2023Q3: 166,666 shares; 2023Q4: 154,000 shares; 2024Q1: 140,470 shares; 2024Q2: 141,733 shares; 2024Q3: 139,366 shares; 2024Q4: 358,933 shares; 2025Q1: 240,195 shares; 2025Q2: 199,524 shares 199,524 $4.63M 0.1% -40,671 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83,929 shares; 2023Q4: 68,054 shares; 2024Q1: 83,362 shares; 2024Q2: 90,851 shares; 2024Q3: 90,588 shares; 2024Q4: 79,516 shares; 2025Q1: 102,948 shares; 2025Q2: 77,506 shares 77,506 $4.62M 0.1% -25,442 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 156,382 shares; 2023Q4: 150,630 shares; 2024Q1: 166,378 shares; 2024Q2: 180,999 shares; 2024Q3: 181,367 shares; 2024Q4: 163,821 shares; 2025Q1: 150,557 shares; 2025Q2: 34,139 shares 34,139 $4.6M 0.1% -116,418 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; 2023Q3: 33,058 shares; 2023Q4: 33,259 shares; 2024Q1: 34,303 shares; 2024Q2: 35,110 shares; 2024Q3: 29,254 shares; 2024Q4: 37,266 shares; 2025Q1: 27,846 shares; 2025Q2: 27,733 shares 27,733 $4.6M 0.1% -113 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,216 shares; 2023Q4: 12,004 shares; 2024Q1: 12,951 shares; 2024Q2: 15,085 shares; 2024Q3: 16,001 shares; 2024Q4: 17,348 shares; 2025Q1: 14,129 shares; 2025Q2: 6,474 shares 6,474 $4.59M 0.1% -7,655 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 111,849 shares; 2023Q4: 106,661 shares; 2024Q1: 104,438 shares; 2024Q2: 110,587 shares; 2024Q3: 105,652 shares; 2024Q4: 112,094 shares; 2025Q1: 90,076 shares; 2025Q2: 57,368 shares 57,368 $4.55M 0.1% -32,708 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 125,028 shares; 2023Q4: 132,543 shares; 2024Q1: 130,725 shares; 2024Q2: 122,772 shares; 2024Q3: 116,963 shares; 2024Q4: 116,380 shares; 2025Q1: 118,440 shares; 2025Q2: 118,142 shares 118,142 $4.46M 0.1% -298 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 66,679 shares; 2025Q1: 78,181 shares; 2025Q2: 45,077 shares 45,077 $4.4M 0.1% -33,104 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,578 shares; 2023Q4: 46,153 shares; 2024Q1: 43,865 shares; 2024Q2: 41,395 shares; 2024Q3: 37,621 shares; 2024Q4: 34,991 shares; 2025Q1: 32,375 shares; 2025Q2: 14,071 shares 14,071 $4.38M 0.1% -18,304 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 38,593 shares; 2024Q1: 42,604 shares; 2024Q2: 50,432 shares; 2024Q3: 66,450 shares; 2024Q4: 104,051 shares; 2025Q1: 132,104 shares; 2025Q2: 109,259 shares 109,259 $4.36M 0.1% -22,845 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 138,089 shares; 2023Q4: 132,535 shares; 2024Q1: 137,594 shares; 2024Q2: 118,842 shares; 2024Q3: 178,412 shares; 2024Q4: 141,942 shares; 2025Q1: 112,793 shares; 2025Q2: 49,362 shares 49,362 $4.36M 0.1% -63,431 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,570 shares; 2023Q4: 7,376 shares; 2024Q1: 10,065 shares; 2024Q2: 9,152 shares; 2024Q3: 8,073 shares; 2024Q4: 13,339 shares; 2025Q1: 15,146 shares; 2025Q2: 12,333 shares 12,333 $4.34M 0.1% -2,813 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,271 shares; 2023Q4: 14,275 shares; 2024Q1: 14,121 shares; 2024Q2: 14,192 shares; 2024Q3: 13,619 shares; 2024Q4: 13,514 shares; 2025Q1: 14,051 shares; 2025Q2: 13,283 shares 13,283 $4.32M 0.1% -768 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,354 shares; 2023Q4: 37,880 shares; 2024Q1: 39,083 shares; 2024Q2: 40,467 shares; 2024Q3: 35,385 shares; 2024Q4: 30,071 shares; 2025Q1: 27,301 shares; 2025Q2: 14,013 shares 14,013 $4.32M 0.1% -13,288 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 124,142 shares; 2023Q4: 121,996 shares; 2024Q1: 113,552 shares; 2024Q2: 118,272 shares; 2024Q3: 113,267 shares; 2024Q4: 120,049 shares; 2025Q1: 121,690 shares; 2025Q2: 50,297 shares 50,297 $4.3M 0.1% -71,393 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,634 shares; 2023Q4: 13,743 shares; 2024Q1: 14,278 shares; 2024Q2: 15,332 shares; 2024Q3: 14,530 shares; 2024Q4: 14,529 shares; 2025Q1: 13,066 shares; 2025Q2: 9,827 shares 9,827 $4.3M 0.1% -3,239 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,751 shares; 2023Q4: 72,566 shares; 2024Q1: 85,610 shares; 2024Q2: 78,508 shares; 2024Q3: 76,140 shares; 2024Q4: 74,143 shares; 2025Q1: 71,880 shares; 2025Q2: 19,296 shares 19,296 $4.28M 0.1% -52,584 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,649 shares; 2025Q2: 133,565 shares 133,565 $4.27M 0.1% +45,916 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 173,871 shares; 2023Q4: 146,322 shares; 2024Q1: 146,773 shares; 2024Q2: 117,736 shares; 2024Q3: 121,057 shares; 2024Q4: 120,400 shares; 2025Q1: 116,632 shares; 2025Q2: 94,312 shares 94,312 $4.27M 0.1% -22,320 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 80,927 shares; 2023Q4: 84,116 shares; 2024Q1: 91,470 shares; 2024Q2: 92,425 shares; 2024Q3: 90,428 shares; 2024Q4: 101,582 shares; 2025Q1: 92,104 shares; 2025Q2: 35,979 shares 35,979 $4.24M 0.1% -56,125 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,747 shares; 2023Q4: 68,747 shares; 2024Q1: 81,245 shares; 2024Q2: 93,132 shares; 2024Q3: 85,216 shares; 2024Q4: 92,466 shares; 2025Q1: 78,883 shares; 2025Q2: 52,175 shares 52,175 $4.18M 0.09% -26,708 Timeline RSPU 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; 2023Q3: 151,382 shares; 2023Q4: 148,883 shares; 2024Q1: 158,269 shares; 2024Q2: 185,377 shares; 2024Q3: 187,181 shares; 2024Q4: 188,559 shares; 2025Q1: 187,643 shares; 2025Q2: 58,398 shares 58,398 $4.15M 0.09% -129,245 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 247,832 shares; 2023Q4: 267,011 shares; 2024Q1: 285,640 shares; 2024Q2: 340,173 shares; 2024Q3: 329,468 shares; 2024Q4: 273,499 shares; 2025Q1: 132,878 shares; 2025Q2: 84,034 shares 84,034 $4.12M 0.09% -48,844 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 87,525 shares; 2024Q1: 87,525 shares; 2024Q2: 179,525 shares; 2024Q3: 179,525 shares; 2024Q4: 179,525 shares; 2025Q1: 191,491 shares; 2025Q2: 179,051 shares 179,051 $4.11M 0.09% -12,440 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 104,448 shares; 2023Q4: 113,264 shares; 2024Q1: 114,421 shares; 2024Q2: 105,753 shares; 2024Q3: 100,322 shares; 2024Q4: 94,860 shares; 2025Q1: 78,191 shares; 2025Q2: 28,019 shares 28,019 $4.09M 0.09% -50,172 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,980 shares; 2023Q4: 16,784 shares; 2024Q1: 17,671 shares; 2024Q2: 17,539 shares; 2024Q3: 15,225 shares; 2024Q4: 11,928 shares; 2025Q1: 8,372 shares; 2025Q2: 10,710 shares 10,710 $4.06M 0.09% +2,338 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 107,593 shares; 2023Q4: 106,667 shares; 2024Q1: 108,182 shares; 2024Q2: 105,024 shares; 2024Q3: 67,663 shares; 2024Q4: 67,147 shares; 2025Q1: 54,776 shares; 2025Q2: 33,599 shares 33,599 $4.05M 0.09% -21,177 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,122 shares; 2023Q4: 41,183 shares; 2024Q1: 38,032 shares; 2024Q2: 34,577 shares; 2024Q3: 40,627 shares; 2024Q4: 39,824 shares; 2025Q1: 41,485 shares; 2025Q2: 40,256 shares 40,256 $4.03M 0.09% -1,229 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; 2023Q3: 9,965 shares; 2023Q4: 25,365 shares; 2024Q1: 47,115 shares; 2024Q2: 62,136 shares; 2024Q3: 72,108 shares; 2024Q4: 94,070 shares; 2025Q1: 101,922 shares; 2025Q2: 76,696 shares 76,696 $4M 0.09% -25,226 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,321 shares; 2023Q4: 48,772 shares; 2024Q1: 47,748 shares; 2024Q2: 57,519 shares; 2024Q3: 53,059 shares; 2024Q4: 50,161 shares; 2025Q1: 125,868 shares; 2025Q2: 121,608 shares 121,608 $3.98M 0.09% -4,260 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,012 shares; 2023Q4: 37,576 shares; 2024Q1: 34,036 shares; 2024Q2: 30,233 shares; 2024Q3: 30,817 shares; 2024Q4: 34,501 shares; 2025Q1: 32,048 shares; 2025Q2: 16,912 shares 16,912 $3.96M 0.09% -15,136 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,823 shares; 2023Q4: 30,979 shares; 2024Q1: 35,657 shares; 2024Q2: 35,293 shares; 2024Q3: 35,049 shares; 2024Q4: 35,497 shares; 2025Q1: 37,370 shares; 2025Q2: 11,609 shares 11,609 $3.94M 0.09% -25,761 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,738 shares; 2023Q4: 70,153 shares; 2024Q1: 70,993 shares; 2024Q2: 68,912 shares; 2024Q3: 69,366 shares; 2024Q4: 74,563 shares; 2025Q1: 75,635 shares; 2025Q2: 64,172 shares 64,172 $3.93M 0.09% -11,463 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 110,456 shares; 2023Q4: 154,264 shares; 2024Q1: 149,664 shares; 2024Q2: 140,587 shares; 2024Q3: 134,164 shares; 2024Q4: 160,243 shares; 2025Q1: 149,746 shares; 2025Q2: 46,476 shares 46,476 $3.85M 0.09% -103,270 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 118,710 shares; 2023Q4: 113,754 shares; 2024Q1: 100,995 shares; 2024Q2: 98,408 shares; 2024Q3: 95,890 shares; 2024Q4: 98,267 shares; 2025Q1: 100,624 shares; 2025Q2: 19,651 shares 19,651 $3.82M 0.09% -80,973 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 210,333 shares; 2023Q4: 213,426 shares; 2024Q1: 154,796 shares; 2024Q2: 149,960 shares; 2024Q3: 134,833 shares; 2024Q4: 139,012 shares; 2025Q1: 119,972 shares; 2025Q2: 92,046 shares 92,046 $3.81M 0.09% -27,926 Timeline JCPB 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; 2023Q3: 35,287 shares; 2023Q4: 69,033 shares; 2024Q1: 75,408 shares; 2024Q2: 78,600 shares; 2024Q3: 113,757 shares; 2024Q4: 126,417 shares; 2025Q1: 141,746 shares; 2025Q2: 80,983 shares 80,983 $3.78M 0.09% -60,763 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,338 shares; 2023Q4: 17,886 shares; 2024Q1: 21,388 shares; 2024Q2: 18,118 shares; 2024Q3: 16,898 shares; 2024Q4: 17,255 shares; 2025Q1: 14,788 shares; 2025Q2: 14,116 shares 14,116 $3.77M 0.09% -672 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,531 shares; 2023Q4: 26,958 shares; 2024Q1: 33,829 shares; 2024Q2: 29,585 shares; 2024Q3: 25,354 shares; 2024Q4: 41,759 shares; 2025Q1: 41,603 shares; 2025Q2: 18,334 shares 18,334 $3.75M 0.08% -23,269 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,561 shares; 2024Q3: 99,536 shares; 2024Q4: 96,834 shares; 2025Q1: 90,487 shares; 2025Q2: 92,151 shares 92,151 $3.71M 0.08% +1,664 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; 2023Q3: 66,621 shares; 2023Q4: 70,480 shares; 2024Q1: 72,871 shares; 2024Q2: 69,362 shares; 2024Q3: 81,054 shares; 2024Q4: 343,156 shares; 2025Q1: 173,887 shares; 2025Q2: 150,787 shares 150,787 $3.69M 0.08% -23,100 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 92,550 shares; 2023Q4: 87,336 shares; 2024Q1: 84,444 shares; 2024Q2: 96,604 shares; 2024Q3: 73,137 shares; 2024Q4: 75,113 shares; 2025Q1: 49,470 shares; 2025Q2: 22,761 shares 22,761 $3.64M 0.08% -26,709 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 210,959 shares; 2023Q4: 204,169 shares; 2024Q1: 176,447 shares; 2024Q2: 167,772 shares; 2024Q3: 157,276 shares; 2024Q4: 156,728 shares; 2025Q1: 159,629 shares; 2025Q2: 38,729 shares 38,729 $3.62M 0.08% -120,900 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,731 shares; 2023Q4: 19,690 shares; 2024Q1: 25,309 shares; 2024Q2: 27,136 shares; 2024Q3: 19,664 shares; 2024Q4: 21,463 shares; 2025Q1: 25,477 shares; 2025Q2: 17,091 shares 17,091 $3.6M 0.08% -8,386 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,026 shares; 2023Q4: 25,204 shares; 2024Q1: 29,075 shares; 2024Q2: 33,942 shares; 2024Q3: 25,742 shares; 2024Q4: 37,300 shares; 2025Q1: 47,841 shares; 2025Q2: 33,003 shares 33,003 $3.58M 0.08% -14,838 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 309,814 shares; 2023Q4: 313,921 shares; 2024Q1: 334,740 shares; 2024Q2: 318,396 shares; 2024Q3: 316,963 shares; 2024Q4: 362,010 shares; 2025Q1: 339,756 shares; 2025Q2: 116,028 shares 116,028 $3.57M 0.08% -223,728 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 91,601 shares; 2023Q4: 84,878 shares; 2024Q1: 81,541 shares; 2024Q2: 68,449 shares; 2024Q3: 59,717 shares; 2024Q4: 50,285 shares; 2025Q1: 48,636 shares; 2025Q2: 16,941 shares 16,941 $3.56M 0.08% -31,695 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,329 shares; 2023Q4: 64,455 shares; 2024Q1: 65,205 shares; 2024Q2: 73,494 shares; 2024Q3: 64,298 shares; 2024Q4: 56,925 shares; 2025Q1: 39,778 shares; 2025Q2: 29,937 shares 29,937 $3.56M 0.08% -9,841 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; 2023Q3: 91,290 shares; 2023Q4: 82,348 shares; 2024Q1: 126,192 shares; 2024Q2: 112,759 shares; 2024Q3: 98,628 shares; 2024Q4: 99,584 shares; 2025Q1: 104,556 shares; 2025Q2: 101,302 shares 101,302 $3.54M 0.08% -3,254 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,831 shares; 2023Q4: 24,284 shares; 2024Q1: 25,537 shares; 2024Q2: 25,280 shares; 2024Q3: 28,005 shares; 2024Q4: 29,938 shares; 2025Q1: 27,522 shares; 2025Q2: 18,717 shares 18,717 $3.52M 0.08% -8,805 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75,129 shares; 2023Q4: 72,213 shares; 2024Q1: 68,999 shares; 2024Q2: 69,494 shares; 2024Q3: 64,444 shares; 2024Q4: 77,927 shares; 2025Q1: 63,465 shares; 2025Q2: 38,205 shares 38,205 $3.51M 0.08% -25,260 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81,447 shares; 2023Q4: 80,397 shares; 2024Q1: 74,491 shares; 2024Q2: 64,167 shares; 2024Q3: 60,669 shares; 2024Q4: 60,164 shares; 2025Q1: 98,935 shares; 2025Q2: 49,472 shares 49,472 $3.48M 0.08% -49,463 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 110,768 shares; 2023Q4: 15,387 shares; 2024Q1: 211,773 shares; 2024Q2: 65,183 shares; 2024Q3: 15,336 shares; 2024Q4: 21,426 shares; 2025Q1: 9,015 shares; 2025Q2: 68,050 shares 68,050 $3.47M 0.08% +59,035 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 67,125 shares; 2023Q4: 57,120 shares; 2024Q1: 53,210 shares; 2024Q2: 46,682 shares; 2024Q3: 50,340 shares; 2024Q4: 45,832 shares; 2025Q1: 54,396 shares; 2025Q2: 33,666 shares 33,666 $3.46M 0.08% -20,730 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 339,819 shares; 2023Q4: 349,890 shares; 2024Q1: 433,743 shares; 2024Q2: 418,618 shares; 2024Q3: 441,481 shares; 2024Q4: 459,863 shares; 2025Q1: 457,962 shares; 2025Q2: 205,960 shares 205,960 $3.44M 0.08% -252,002 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,537 shares; 2023Q4: 36,966 shares; 2024Q1: 38,331 shares; 2024Q2: 34,122 shares; 2024Q3: 35,070 shares; 2024Q4: 35,147 shares; 2025Q1: 32,067 shares; 2025Q2: 14,821 shares 14,821 $3.44M 0.08% -17,246 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 197,886 shares; 2023Q4: 190,497 shares; 2024Q1: 181,309 shares; 2024Q2: 177,192 shares; 2024Q3: 162,876 shares; 2024Q4: 145,456 shares; 2025Q1: 103,800 shares; 2025Q2: 40,213 shares 40,213 $3.44M 0.08% -63,587 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 139,425 shares; 2024Q3: 143,979 shares; 2024Q4: 151,383 shares; 2025Q1: 149,654 shares; 2025Q2: 147,778 shares 147,778 $3.44M 0.08% -1,876 PPA 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; 2023Q3: 21,992 shares; 2023Q4: 26,307 shares; 2024Q1: 29,018 shares; 2024Q2: 31,203 shares; 2024Q3: 30,549 shares; 2024Q4: 30,701 shares; 2025Q1: 29,466 shares; 2025Q2: 24,187 shares 24,187 $3.43M 0.08% -5,279 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 191,535 shares; 2023Q4: 203,167 shares; 2024Q1: 201,027 shares; 2024Q2: 191,112 shares; 2024Q3: 170,919 shares; 2024Q4: 180,309 shares; 2025Q1: 160,562 shares; 2025Q2: 95,926 shares 95,926 $3.42M 0.08% -64,636 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,473 shares; 2023Q4: 57,491 shares; 2024Q1: 81,007 shares; 2024Q2: 66,144 shares; 2024Q3: 67,734 shares; 2024Q4: 84,827 shares; 2025Q1: 85,968 shares; 2025Q2: 30,886 shares 30,886 $3.41M 0.08% -55,082 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 188,760 shares; 2023Q4: 191,127 shares; 2024Q1: 198,578 shares; 2024Q2: 171,348 shares; 2024Q3: 94,604 shares; 2024Q4: 97,720 shares; 2025Q1: 89,163 shares; 2025Q2: 40,492 shares 40,492 $3.41M 0.08% -48,671 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90,528 shares; 2023Q4: 47,007 shares; 2024Q1: 50,570 shares; 2024Q2: 66,185 shares; 2024Q3: 61,646 shares; 2024Q4: 73,835 shares; 2025Q1: 107,835 shares; 2025Q2: 110,567 shares 110,567 $3.41M 0.08% +2,732 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,107 shares; 2023Q4: 29,660 shares; 2024Q1: 56,407 shares; 2024Q2: 53,877 shares; 2024Q3: 51,085 shares; 2024Q4: 29,646 shares; 2025Q1: 24,728 shares; 2025Q2: 17,025 shares 17,025 $3.38M 0.08% -7,703 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,470 shares; 2023Q4: 25,590 shares; 2024Q1: 63,330 shares; 2024Q2: 58,042 shares; 2024Q3: 57,968 shares; 2024Q4: 51,801 shares; 2025Q1: 44,911 shares; 2025Q2: 14,002 shares 14,002 $3.35M 0.08% -30,909 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 121,441 shares; 2023Q4: 138,698 shares; 2024Q1: 145,521 shares; 2024Q2: 134,747 shares; 2024Q3: 134,268 shares; 2024Q4: 136,629 shares; 2025Q1: 124,642 shares; 2025Q2: 38,562 shares 38,562 $3.35M 0.08% -86,080 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,442 shares; 2023Q4: 55,259 shares; 2024Q1: 63,244 shares; 2024Q2: 63,244 shares; 2024Q3: 63,856 shares; 2024Q4: 83,170 shares; 2025Q1: 72,289 shares; 2025Q2: 44,216 shares 44,216 $3.34M 0.08% -28,073 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 8,846 shares; 2024Q1: 9,659 shares; 2024Q2: 11,334 shares; 2024Q3: 7,658 shares; 2024Q4: 4,850 shares; 2025Q1: 22,113 shares; 2025Q2: 20,674 shares 20,674 $3.34M 0.08% -1,439 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 114,539 shares 114,539 $3.3M 0.07% new 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; 2023Q3: 99,805 shares; 2023Q4: 106,957 shares; 2024Q1: 100,250 shares; 2024Q2: 95,896 shares; 2024Q3: 82,085 shares; 2024Q4: 93,911 shares; 2025Q1: 83,226 shares; 2025Q2: 76,590 shares 76,590 $3.3M 0.07% -6,636 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 91,584 shares; 2023Q4: 83,252 shares; 2024Q1: 75,981 shares; 2024Q2: 60,681 shares; 2024Q3: 47,467 shares; 2024Q4: 48,643 shares; 2025Q1: 41,089 shares; 2025Q2: 21,763 shares 21,763 $3.28M 0.07% -19,326 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 141,069 shares; 2023Q4: 38,609 shares; 2024Q1: 37,072 shares; 2024Q2: 37,654 shares; 2024Q3: 42,154 shares; 2024Q4: 144,806 shares; 2025Q1: 119,261 shares; 2025Q2: 39,449 shares 39,449 $3.26M 0.07% -79,812 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,573 shares; 2023Q4: 46,084 shares; 2024Q1: 46,498 shares; 2024Q2: 45,380 shares; 2024Q3: 44,302 shares; 2024Q4: 45,753 shares; 2025Q1: 39,029 shares; 2025Q2: 11,385 shares 11,385 $3.21M 0.07% -27,644 Timeline CGSD 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; 2023Q3: 88,237 shares; 2023Q4: 82,390 shares; 2024Q1: 31,724 shares; 2024Q2: 74,003 shares; 2024Q3: 74,754 shares; 2024Q4: 129,745 shares; 2025Q1: 128,041 shares; 2025Q2: 123,450 shares 123,450 $3.19M 0.07% -4,591 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 80,157 shares; 2023Q4: 80,495 shares; 2024Q1: 75,672 shares; 2024Q2: 74,921 shares; 2024Q3: 61,164 shares; 2024Q4: 58,461 shares; 2025Q1: 47,654 shares; 2025Q2: 28,670 shares 28,670 $3.19M 0.07% -18,984 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,316 shares; 2023Q4: 47,254 shares; 2024Q1: 49,059 shares; 2024Q2: 44,435 shares; 2024Q3: 41,952 shares; 2024Q4: 39,805 shares; 2025Q1: 32,184 shares; 2025Q2: 16,881 shares 16,881 $3.18M 0.07% -15,303 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,359 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80,031 shares; 2024Q3: 140,959 shares; 2024Q4: 138,902 shares; 2025Q1: 134,472 shares; 2025Q2: 136,632 shares 136,632 $3.17M 0.07% +2,160 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,331 shares; 2023Q4: 88,390 shares; 2024Q1: 96,952 shares; 2024Q2: 103,689 shares; 2024Q3: 105,948 shares; 2024Q4: 113,338 shares; 2025Q1: 103,579 shares; 2025Q2: 34,506 shares 34,506 $3.17M 0.07% -69,073 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61,174 shares; 2023Q4: 62,459 shares; 2024Q1: 75,483 shares; 2024Q2: 65,699 shares; 2024Q3: 59,593 shares; 2024Q4: 85,754 shares; 2025Q1: 67,714 shares; 2025Q2: 33,954 shares 33,954 $3.14M 0.07% -33,760 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,524 shares; 2023Q4: 46,048 shares; 2024Q1: 50,387 shares; 2024Q2: 50,457 shares; 2024Q3: 48,788 shares; 2024Q4: 54,133 shares; 2025Q1: 53,607 shares; 2025Q2: 13,721 shares 13,721 $3.14M 0.07% -39,886 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 440,800 shares; 2023Q4: 437,873 shares; 2024Q1: 455,497 shares; 2024Q2: 411,546 shares; 2024Q3: 412,406 shares; 2024Q4: 512,342 shares; 2025Q1: 406,043 shares; 2025Q2: 123,009 shares 123,009 $3.13M 0.07% -283,034 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,066 shares; 2023Q4: 19,888 shares; 2024Q1: 22,724 shares; 2024Q2: 33,147 shares; 2024Q3: 30,947 shares; 2024Q4: 21,005 shares; 2025Q1: 25,870 shares; 2025Q2: 29,022 shares 29,022 $3.13M 0.07% +3,152 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 60,543 shares; 2023Q4: 67,657 shares; 2024Q1: 59,378 shares; 2024Q2: 60,146 shares; 2024Q3: 64,174 shares; 2024Q4: 65,689 shares; 2025Q1: 63,889 shares; 2025Q2: 25,168 shares 25,168 $3.1M 0.07% -38,721 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,321 shares; 2023Q4: 7,852 shares; 2024Q1: 8,513 shares; 2024Q2: 7,578 shares; 2024Q3: 10,389 shares; 2024Q4: 11,337 shares; 2025Q1: 10,799 shares; 2025Q2: 8,791 shares 8,791 $3.09M 0.07% -2,008 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,733 shares; 2023Q4: 42,031 shares; 2024Q1: 44,771 shares; 2024Q2: 45,050 shares; 2024Q3: 47,155 shares; 2024Q4: 56,992 shares; 2025Q1: 56,728 shares; 2025Q2: 18,352 shares 18,352 $3.08M 0.07% -38,376 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,945 shares; 2023Q4: 8,741 shares; 2024Q1: 10,904 shares; 2024Q2: 10,963 shares; 2024Q3: 10,008 shares; 2024Q4: 10,653 shares; 2025Q1: 19,303 shares; 2025Q2: 17,850 shares 17,850 $3.08M 0.07% -1,453 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,161 shares; 2025Q2: 106,643 shares 106,643 $3.07M 0.07% +7,482 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,994 shares; 2024Q2: 2,605 shares; 2024Q3: 2,551 shares; 2024Q4: 2,309 shares; 2025Q1: 7,559 shares; 2025Q2: 16,669 shares 16,669 $3.04M 0.07% +9,110 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 469,405 shares; 2023Q4: 525,578 shares; 2024Q1: 553,494 shares; 2024Q2: 472,442 shares; 2024Q3: 472,733 shares; 2024Q4: 680,628 shares; 2025Q1: 338,260 shares; 2025Q2: 167,058 shares 167,058 $3.02M 0.07% -171,202 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 78,155 shares; 2023Q4: 78,712 shares; 2024Q1: 75,380 shares; 2024Q2: 70,439 shares; 2024Q3: 80,961 shares; 2024Q4: 69,204 shares; 2025Q1: 72,283 shares; 2025Q2: 61,562 shares 61,562 $2.97M 0.07% -10,721 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,644 shares; 2024Q2: 14,433 shares; 2024Q3: 14,792 shares; 2024Q4: 39,556 shares; 2025Q1: 25,206 shares; 2025Q2: 17,571 shares 17,571 $2.97M 0.07% -7,635 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,825 shares; 2023Q4: 13,100 shares; 2024Q1: 15,436 shares; 2024Q2: 13,119 shares; 2024Q3: 12,164 shares; 2024Q4: 15,119 shares; 2025Q1: 13,935 shares; 2025Q2: 8,294 shares 8,294 $2.97M 0.07% -5,641 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,724 shares; 2023Q4: 51,736 shares; 2024Q1: 51,706 shares; 2024Q2: 30,714 shares; 2024Q3: 30,740 shares; 2024Q4: 68,648 shares; 2025Q1: 30,812 shares; 2025Q2: 30,594 shares 30,594 $2.97M 0.07% -218 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,767 shares; 2023Q4: 20,537 shares; 2024Q1: 8,493 shares; 2024Q2: 8,310 shares; 2024Q3: 2,491 shares; 2024Q4: 2,965 shares; 2025Q1: 3,455 shares; 2025Q2: 9,447 shares 9,447 $2.97M 0.07% +5,992 Timeline OCTW 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; 2023Q3: 57,692 shares; 2023Q4: 84,744 shares; 2024Q1: 79,783 shares; 2024Q2: 75,105 shares; 2024Q3: 67,549 shares; 2024Q4: 130,701 shares; 2025Q1: 88,213 shares; 2025Q2: 80,080 shares 80,080 $2.96M 0.07% -8,133 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 107,048 shares; 2023Q4: 62,682 shares; 2024Q1: 51,240 shares; 2024Q2: 50,120 shares; 2024Q3: 40,703 shares; 2024Q4: 39,888 shares; 2025Q1: 37,907 shares; 2025Q2: 27,967 shares 27,967 $2.96M 0.07% -9,940 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; 2023Q3: 35,497 shares; 2023Q4: 34,081 shares; 2024Q1: 34,740 shares; 2024Q2: 43,810 shares; 2024Q3: 47,033 shares; 2024Q4: 51,099 shares; 2025Q1: 60,305 shares; 2025Q2: 58,167 shares 58,167 $2.96M 0.07% -2,138 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,736 shares; 2023Q4: 32,232 shares; 2024Q1: 32,503 shares; 2024Q2: 31,911 shares; 2024Q3: 31,733 shares; 2024Q4: 31,250 shares; 2025Q1: 30,340 shares; 2025Q2: 32,227 shares 32,227 $2.95M 0.07% +1,887 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; 2023Q3: 2,972 shares; 2023Q4: 3,027 shares; 2024Q1: 2,917 shares; 2024Q2: 7,949 shares; 2024Q3: 14,014 shares; 2024Q4: 21,012 shares; 2025Q1: 25,416 shares; 2025Q2: 26,547 shares 26,547 $2.95M 0.07% +1,131 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,269 shares; 2023Q4: 8,123 shares; 2024Q1: 8,311 shares; 2024Q2: 8,064 shares; 2024Q3: 8,063 shares; 2024Q4: 13,282 shares; 2025Q1: 16,325 shares; 2025Q2: 17,890 shares 17,890 $2.93M 0.07% +1,565 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,421,386 shares; 2023Q4: 1,111,005 shares; 2024Q1: 1,164,399 shares; 2024Q2: 1,181,391 shares; 2024Q3: 1,116,063 shares; 2024Q4: 975,983 shares; 2025Q1: 995,207 shares; 2025Q2: 77,537 shares 77,537 $2.92M 0.07% -917,670 Timeline BRK-A 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; 2023Q3: 16 shares; 2023Q4: 7 shares; 2024Q1: 7 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 4 shares 4 $2.92M 0.07% -3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 400,549 shares; 2023Q4: 392,793 shares; 2024Q1: 386,695 shares; 2024Q2: 399,780 shares; 2024Q3: 382,040 shares; 2024Q4: 268,497 shares; 2025Q1: 311,355 shares; 2025Q2: 88,111 shares 88,111 $2.89M 0.07% -223,244 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,604 shares; 2023Q4: 80,282 shares; 2024Q1: 85,300 shares; 2024Q2: 85,147 shares; 2024Q3: 81,842 shares; 2024Q4: 90,157 shares; 2025Q1: 99,918 shares; 2025Q2: 42,265 shares 42,265 $2.87M 0.06% -57,653 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 124,387 shares; 2023Q4: 125,203 shares; 2024Q1: 126,989 shares; 2024Q2: 121,595 shares; 2024Q3: 102,434 shares; 2024Q4: 79,707 shares; 2025Q1: 77,246 shares; 2025Q2: 31,112 shares 31,112 $2.87M 0.06% -46,134 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,643 shares; 2023Q4: 28,278 shares; 2024Q1: 33,312 shares; 2024Q2: 36,196 shares; 2024Q3: 28,006 shares; 2024Q4: 37,870 shares; 2025Q1: 30,480 shares; 2025Q2: 13,132 shares 13,132 $2.86M 0.06% -17,348 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,266 shares; 2023Q4: 13,142 shares; 2024Q1: 13,760 shares; 2024Q2: 13,490 shares; 2024Q3: 12,688 shares; 2024Q4: 15,414 shares; 2025Q1: 11,516 shares; 2025Q2: 13,319 shares 13,319 $2.84M 0.06% +1,803 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 169,500 shares; 2023Q4: 174,345 shares; 2024Q1: 178,063 shares; 2024Q2: 188,932 shares; 2024Q3: 177,643 shares; 2024Q4: 230,244 shares; 2025Q1: 203,287 shares; 2025Q2: 69,849 shares 69,849 $2.83M 0.06% -133,438 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 79,321 shares; 2023Q4: 80,067 shares; 2024Q1: 86,104 shares; 2024Q2: 82,492 shares; 2024Q3: 81,390 shares; 2024Q4: 72,992 shares; 2025Q1: 76,744 shares; 2025Q2: 46,103 shares 46,103 $2.82M 0.06% -30,641 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,173 shares; 2023Q4: 14,454 shares; 2024Q1: 14,553 shares; 2024Q2: 14,486 shares; 2024Q3: 14,365 shares; 2024Q4: 15,754 shares; 2025Q1: 14,039 shares; 2025Q2: 6,934 shares 6,934 $2.82M 0.06% -7,105 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 164,434 shares; 2023Q4: 158,328 shares; 2024Q1: 154,581 shares; 2024Q2: 155,760 shares; 2024Q3: 163,605 shares; 2024Q4: 186,672 shares; 2025Q1: 227,269 shares; 2025Q2: 157,272 shares 157,272 $2.8M 0.06% -69,997 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,554 shares; 2023Q4: 19,596 shares; 2024Q1: 19,614 shares; 2024Q2: 19,037 shares; 2024Q3: 15,243 shares; 2024Q4: 14,971 shares; 2025Q1: 16,740 shares; 2025Q2: 14,747 shares 14,747 $2.79M 0.06% -1,993 Timeline SIXF 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,473 shares; 2024Q4: 75,702 shares; 2025Q1: 96,000 shares; 2025Q2: 93,728 shares 93,728 $2.78M 0.06% -2,272 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 77,426 shares; 2025Q1: 82,485 shares; 2025Q2: 113,985 shares 113,985 $2.77M 0.06% +31,500 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,780 shares; 2024Q3: 11,512 shares; 2024Q4: 13,949 shares; 2025Q1: 11,190 shares; 2025Q2: 5,226 shares 5,226 $2.74M 0.06% -5,964 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,297 shares; 2023Q4: 20,776 shares; 2024Q1: 23,005 shares; 2024Q2: 24,220 shares; 2024Q3: 22,848 shares; 2024Q4: 27,342 shares; 2025Q1: 23,267 shares; 2025Q2: 16,448 shares 16,448 $2.73M 0.06% -6,819 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56,746 shares; 2023Q4: 57,811 shares; 2024Q1: 55,521 shares; 2024Q2: 58,418 shares; 2024Q3: 55,010 shares; 2024Q4: 55,183 shares; 2025Q1: 38,560 shares; 2025Q2: 22,309 shares 22,309 $2.72M 0.06% -16,251 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 67,087 shares; 2023Q4: 49,771 shares; 2024Q1: 43,600 shares; 2024Q2: 237,028 shares; 2024Q3: 212,248 shares; 2024Q4: 36,495 shares; 2025Q1: 51,857 shares; 2025Q2: 52,791 shares 52,791 $2.71M 0.06% +934 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 195,139 shares; 2023Q4: 187,645 shares; 2024Q1: 195,453 shares; 2024Q2: 167,176 shares; 2024Q3: 169,162 shares; 2024Q4: 190,678 shares; 2025Q1: 161,837 shares; 2025Q2: 57,977 shares 57,977 $2.69M 0.06% -103,860 Timeline FEBW 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; 2023Q3: 91,565 shares; 2023Q4: 84,991 shares; 2024Q1: 139,742 shares; 2024Q2: 93,298 shares; 2024Q3: 70,013 shares; 2024Q4: 66,599 shares; 2025Q1: 91,110 shares; 2025Q2: 83,734 shares 83,734 $2.68M 0.06% -7,376 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 977 shares; 2023Q4: 977 shares; 2024Q1: 928 shares; 2024Q2: 903 shares; 2024Q3: 12,165 shares; 2024Q4: 15,791 shares; 2025Q1: 13,974 shares; 2025Q2: 6,617 shares 6,617 $2.67M 0.06% -7,357 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,833 shares; 2023Q4: 37,909 shares; 2024Q1: 40,884 shares; 2024Q2: 39,450 shares; 2024Q3: 37,447 shares; 2024Q4: 35,071 shares; 2025Q1: 33,757 shares; 2025Q2: 19,743 shares 19,743 $2.64M 0.06% -14,014 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,012 shares; 2023Q4: 51,937 shares; 2024Q1: 51,631 shares; 2024Q2: 51,481 shares; 2024Q3: 49,253 shares; 2024Q4: 68,009 shares; 2025Q1: 73,565 shares; 2025Q2: 65,925 shares 65,925 $2.64M 0.06% -7,640 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,544 shares; 2024Q2: 117,214 shares; 2024Q3: 103,936 shares; 2024Q4: 89,490 shares; 2025Q1: 72,580 shares; 2025Q2: 78,574 shares 78,574 $2.62M 0.06% +5,994 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,210 shares; 2023Q4: 18,963 shares; 2024Q1: 19,131 shares; 2024Q2: 15,488 shares; 2024Q3: 12,163 shares; 2024Q4: 14,142 shares; 2025Q1: 11,075 shares; 2025Q2: 5,119 shares 5,119 $2.62M 0.06% -5,956 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,379 shares; 2023Q4: 21,753 shares; 2024Q1: 23,023 shares; 2024Q2: 22,053 shares; 2024Q3: 21,635 shares; 2024Q4: 18,774 shares; 2025Q1: 18,558 shares; 2025Q2: 8,643 shares 8,643 $2.59M 0.06% -9,915 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; 2023Q3: 336,521 shares; 2023Q4: 355,400 shares; 2024Q1: 388,927 shares; 2024Q2: 377,911 shares; 2024Q3: 323,809 shares; 2024Q4: 330,258 shares; 2025Q1: 344,764 shares; 2025Q2: 50,306 shares 50,306 $2.55M 0.06% -294,458 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,217 shares; 2023Q4: 125,909 shares; 2024Q1: 118,241 shares; 2024Q2: 119,269 shares; 2024Q3: 134,538 shares; 2024Q4: 121,099 shares; 2025Q1: 113,372 shares; 2025Q2: 51,739 shares 51,739 $2.55M 0.06% -61,633 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,539 shares; 2023Q4: 17,792 shares; 2024Q1: 28,325 shares; 2024Q2: 49,029 shares; 2024Q3: 38,292 shares; 2024Q4: 45,371 shares; 2025Q1: 61,033 shares; 2025Q2: 53,914 shares 53,914 $2.53M 0.06% -7,119 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,525 shares; 2023Q4: 16,877 shares; 2024Q1: 12,264 shares; 2024Q2: 12,947 shares; 2024Q3: 12,174 shares; 2024Q4: 13,004 shares; 2025Q1: 16,298 shares; 2025Q2: 9,369 shares 9,369 $2.53M 0.06% -6,929 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 98,308 shares; 2023Q4: 101,401 shares; 2024Q1: 110,229 shares; 2024Q2: 101,567 shares; 2024Q3: 96,869 shares; 2024Q4: 96,806 shares; 2025Q1: 88,955 shares; 2025Q2: 31,269 shares 31,269 $2.53M 0.06% -57,686 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83,620 shares; 2023Q4: 85,019 shares; 2024Q1: 87,453 shares; 2024Q2: 92,756 shares; 2024Q3: 46,480 shares; 2024Q4: 47,584 shares; 2025Q1: 32,855 shares; 2025Q2: 30,778 shares 30,778 $2.53M 0.06% -2,077 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,741 shares; 2024Q2: 28,086 shares; 2024Q3: 32,424 shares; 2024Q4: 67,516 shares; 2025Q1: 76,619 shares; 2025Q2: 87,555 shares 87,555 $2.51M 0.06% +10,936 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 360,463 shares; 2023Q4: 399,296 shares; 2024Q1: 409,035 shares; 2024Q2: 280,899 shares; 2024Q3: 286,183 shares; 2024Q4: 337,452 shares; 2025Q1: 378,915 shares; 2025Q2: 54,523 shares 54,523 $2.5M 0.06% -324,392 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,496 shares; 2023Q4: 20,424 shares; 2024Q1: 21,559 shares; 2024Q2: 22,235 shares; 2024Q3: 20,269 shares; 2024Q4: 17,065 shares; 2025Q1: 12,884 shares; 2025Q2: 8,854 shares 8,854 $2.5M 0.06% -4,030 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 75,761 shares; 2023Q4: 73,440 shares; 2024Q1: 72,585 shares; 2024Q2: 75,422 shares; 2024Q3: 64,085 shares; 2024Q4: 56,083 shares; 2025Q1: 47,441 shares; 2025Q2: 21,394 shares 21,394 $2.47M 0.06% -26,047 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,527 shares; 2023Q4: 45,226 shares; 2024Q1: 40,112 shares; 2024Q2: 37,254 shares; 2024Q3: 35,193 shares; 2024Q4: 38,135 shares; 2025Q1: 32,925 shares; 2025Q2: 23,798 shares 23,798 $2.47M 0.06% -9,127 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,598 shares; 2023Q4: 14,015 shares; 2024Q1: 13,672 shares; 2024Q2: 12,824 shares; 2024Q3: 12,437 shares; 2024Q4: 12,886 shares; 2025Q1: 17,765 shares; 2025Q2: 5,248 shares 5,248 $2.46M 0.06% -12,517 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,807 shares; 2023Q4: 14,215 shares; 2024Q1: 24,738 shares; 2024Q2: 15,857 shares; 2024Q3: 13,613 shares; 2024Q4: 12,980 shares; 2025Q1: 13,427 shares; 2025Q2: 11,064 shares 11,064 $2.46M 0.06% -2,363 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; 2023Q3: 10,429 shares; 2023Q4: 11,392 shares; 2024Q1: 11,769 shares; 2024Q2: 10,725 shares; 2024Q3: 10,254 shares; 2024Q4: 11,519 shares; 2025Q1: 10,948 shares; 2025Q2: 4,622 shares 4,622 $2.44M 0.06% -6,326 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61,910 shares; 2023Q4: 59,680 shares; 2024Q1: 50,400 shares; 2024Q2: 85,780 shares; 2024Q3: 138,771 shares; 2024Q4: 144,312 shares; 2025Q1: 154,710 shares; 2025Q2: 97,646 shares 97,646 $2.43M 0.05% -57,064 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,880 shares; 2023Q4: 57,941 shares; 2024Q1: 54,076 shares; 2024Q2: 46,834 shares; 2024Q3: 47,745 shares; 2024Q4: 47,588 shares; 2025Q1: 47,659 shares; 2025Q2: 22,342 shares 22,342 $2.42M 0.05% -25,317 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,261 shares; 2023Q4: 111,069 shares; 2024Q1: 213,375 shares; 2024Q2: 237,806 shares; 2024Q3: 330,691 shares; 2024Q4: 354,657 shares; 2025Q1: 273,794 shares; 2025Q2: 37,944 shares 37,944 $2.42M 0.05% -235,850 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,225 shares; 2024Q1: 1,195 shares; 2024Q2: 2,118 shares; 2024Q3: 2,833 shares; 2024Q4: 3,253 shares; 2025Q1: 4,958 shares; 2025Q2: 3,172 shares 3,172 $2.4M 0.05% -1,786 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,331 shares; 2023Q4: 14,132 shares; 2024Q1: 14,573 shares; 2024Q2: 14,131 shares; 2024Q3: 15,195 shares; 2024Q4: 8,891 shares; 2025Q1: 7,394 shares; 2025Q2: 4,402 shares 4,402 $2.39M 0.05% -2,992 Timeline MAYW 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; 2023Q3: 139,957 shares; 2023Q4: 116,820 shares; 2024Q1: 83,847 shares; 2024Q2: 100,275 shares; 2024Q3: 85,239 shares; 2024Q4: 77,809 shares; 2025Q1: 73,664 shares; 2025Q2: 74,351 shares 74,351 $2.39M 0.05% +687 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,575 shares; 2023Q4: 51,786 shares; 2024Q1: 56,030 shares; 2024Q2: 52,959 shares; 2024Q3: 46,068 shares; 2024Q4: 48,383 shares; 2025Q1: 42,653 shares; 2025Q2: 16,958 shares 16,958 $2.39M 0.05% -25,695 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,933 shares; 2023Q4: 54,073 shares; 2024Q1: 50,144 shares; 2024Q2: 49,863 shares; 2024Q3: 47,310 shares; 2024Q4: 48,504 shares; 2025Q1: 43,138 shares; 2025Q2: 28,440 shares 28,440 $2.38M 0.05% -14,698 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,167 shares; 2023Q4: 46,380 shares; 2024Q1: 45,635 shares; 2024Q2: 39,434 shares; 2024Q3: 39,119 shares; 2024Q4: 38,329 shares; 2025Q1: 37,430 shares; 2025Q2: 23,677 shares 23,677 $2.38M 0.05% -13,753 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,946 shares; 2023Q4: 50,617 shares; 2024Q1: 52,009 shares; 2024Q2: 59,838 shares; 2024Q3: 60,223 shares; 2024Q4: 64,639 shares; 2025Q1: 60,145 shares; 2025Q2: 19,030 shares 19,030 $2.36M 0.05% -41,115 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 115,385 shares; 2023Q4: 107,463 shares; 2024Q1: 110,808 shares; 2024Q2: 130,497 shares; 2024Q3: 128,069 shares; 2024Q4: 127,867 shares; 2025Q1: 102,489 shares; 2025Q2: 33,654 shares 33,654 $2.35M 0.05% -68,835 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40,685 shares; 2023Q4: 41,673 shares; 2024Q1: 43,453 shares; 2024Q2: 31,668 shares; 2024Q3: 23,776 shares; 2024Q4: 19,399 shares; 2025Q1: 14,500 shares; 2025Q2: 6,068 shares 6,068 $2.34M 0.05% -8,432 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; 2023Q3: 48,394 shares; 2023Q4: 49,131 shares; 2024Q1: 47,423 shares; 2024Q2: 39,395 shares; 2024Q3: 39,789 shares; 2024Q4: 43,043 shares; 2025Q1: 35,768 shares; 2025Q2: 12,095 shares 12,095 $2.34M 0.05% -23,673 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; 2023Q3: 18,865 shares; 2023Q4: 17,239 shares; 2024Q1: 18,244 shares; 2024Q2: 16,122 shares; 2024Q3: 16,829 shares; 2024Q4: 16,294 shares; 2025Q1: 14,247 shares; 2025Q2: 10,290 shares 10,290 $2.33M 0.05% -3,957 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,141 shares; 2023Q4: 25,938 shares; 2024Q1: 24,885 shares; 2024Q2: 25,891 shares; 2024Q3: 24,022 shares; 2024Q4: 24,080 shares; 2025Q1: 17,800 shares; 2025Q2: 11,134 shares 11,134 $2.33M 0.05% -6,666 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,404 shares; 2023Q4: 52,560 shares; 2024Q1: 56,098 shares; 2024Q2: 55,724 shares; 2024Q3: 58,668 shares; 2024Q4: 68,581 shares; 2025Q1: 69,004 shares; 2025Q2: 30,445 shares 30,445 $2.31M 0.05% -38,559 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 18,057 shares; 2024Q1: 27,142 shares; 2024Q2: 24,031 shares; 2024Q3: 38,993 shares; 2024Q4: 29,758 shares; 2025Q1: 27,853 shares; 2025Q2: 17,973 shares 17,973 $2.31M 0.05% -9,880 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,364 shares; 2023Q4: 11,551 shares; 2024Q1: 12,077 shares; 2024Q2: 11,867 shares; 2024Q3: 8,900 shares; 2024Q4: 8,650 shares; 2025Q1: 10,103 shares; 2025Q2: 9,086 shares 9,086 $2.29M 0.05% -1,017 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,355 shares; 2023Q4: 62,091 shares; 2024Q1: 69,998 shares; 2024Q2: 66,000 shares; 2024Q3: 47,423 shares; 2024Q4: 47,331 shares; 2025Q1: 50,289 shares; 2025Q2: 51,470 shares 51,470 $2.28M 0.05% +1,181 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,050 shares; 2023Q4: 3,848 shares; 2024Q1: 5,146 shares; 2024Q2: 9,987 shares; 2024Q3: 13,165 shares; 2024Q4: 14,393 shares; 2025Q1: 18,363 shares; 2025Q2: 18,352 shares 18,352 $2.26M 0.05% -11 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,040 shares; 2023Q4: 58,805 shares; 2024Q1: 66,613 shares; 2024Q2: 64,600 shares; 2024Q3: 62,115 shares; 2024Q4: 62,058 shares; 2025Q1: 63,084 shares; 2025Q2: 49,354 shares 49,354 $2.24M 0.05% -13,730 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,183 shares; 2023Q4: 6,763 shares; 2024Q1: 7,833 shares; 2024Q2: 7,998 shares; 2024Q3: 6,712 shares; 2024Q4: 6,012 shares; 2025Q1: 4,801 shares; 2025Q2: 2,798 shares 2,798 $2.24M 0.05% -2,003 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; 2023Q3: 87,987 shares; 2023Q4: 83,929 shares; 2024Q1: 108,210 shares; 2024Q2: 88,190 shares; 2024Q3: 83,570 shares; 2024Q4: 85,512 shares; 2025Q1: 86,663 shares; 2025Q2: 12,262 shares 12,262 $2.24M 0.05% -74,401 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,833 shares; 2023Q4: 27,143 shares; 2024Q1: 28,945 shares; 2024Q2: 54,831 shares; 2024Q3: 56,457 shares; 2024Q4: 29,335 shares; 2025Q1: 56,998 shares; 2025Q2: 24,322 shares 24,322 $2.23M 0.05% -32,676 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,531 shares; 2023Q4: 36,683 shares; 2024Q1: 33,994 shares; 2024Q2: 33,957 shares; 2024Q3: 32,777 shares; 2024Q4: 32,208 shares; 2025Q1: 32,517 shares; 2025Q2: 10,050 shares 10,050 $2.23M 0.05% -22,467 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 166,971 shares; 2023Q4: 20,597 shares; 2024Q1: 17,600 shares; 2024Q2: 50,726 shares; 2024Q3: 110,388 shares; 2024Q4: 145,689 shares; 2025Q1: 166,778 shares; 2025Q2: 68,714 shares 68,714 $2.22M 0.05% -98,064 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,861 shares; 2023Q4: 37,573 shares; 2024Q1: 44,557 shares; 2024Q2: 43,696 shares; 2024Q3: 39,785 shares; 2024Q4: 44,085 shares; 2025Q1: 39,951 shares; 2025Q2: 21,700 shares 21,700 $2.22M 0.05% -18,251 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,804 shares; 2023Q4: 51,352 shares; 2024Q1: 47,713 shares; 2024Q2: 46,018 shares; 2024Q3: 35,275 shares; 2024Q4: 33,123 shares; 2025Q1: 31,637 shares; 2025Q2: 32,040 shares 32,040 $2.21M 0.05% +403 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,197 shares; 2023Q4: 151,861 shares; 2024Q1: 67,273 shares; 2024Q2: 129,030 shares; 2024Q3: 201,535 shares; 2024Q4: 367,058 shares; 2025Q1: 297,647 shares; 2025Q2: 92,867 shares 92,867 $2.21M 0.05% -204,780 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 107,001 shares; 2023Q4: 106,924 shares; 2024Q1: 49,913 shares; 2024Q2: 48,629 shares; 2024Q3: 30,606 shares; 2024Q4: 33,375 shares; 2025Q1: 30,393 shares; 2025Q2: 24,103 shares 24,103 $2.2M 0.05% -6,290 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,582 shares; 2023Q4: 7,581 shares; 2024Q1: 7,623 shares; 2024Q2: 7,623 shares; 2024Q3: 7,588 shares; 2024Q4: 7,578 shares; 2025Q1: 8,701 shares; 2025Q2: 8,637 shares 8,637 $2.2M 0.05% -64 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 203,963 shares; 2023Q4: 214,263 shares; 2024Q1: 46,356 shares; 2024Q2: 35,364 shares; 2024Q3: 26,914 shares; 2024Q4: 39,174 shares; 2025Q1: 43,720 shares; 2025Q2: 23,143 shares 23,143 $2.17M 0.05% -20,577 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; 2023Q3: 175,774 shares; 2023Q4: 218,806 shares; 2024Q1: 311,770 shares; 2024Q2: 344,692 shares; 2024Q3: 412,208 shares; 2024Q4: 282,728 shares; 2025Q1: 260,247 shares; 2025Q2: 81,340 shares 81,340 $2.16M 0.05% -178,907 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,326 shares; 2023Q4: 9,153 shares; 2024Q1: 8,973 shares; 2024Q2: 3,950 shares; 2024Q3: 7,650 shares; 2024Q4: 21,054 shares; 2025Q1: 29,751 shares; 2025Q2: 26,438 shares 26,438 $2.16M 0.05% -3,313 Timeline JULW 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; 2023Q3: 59,184 shares; 2023Q4: 58,638 shares; 2024Q1: 45,542 shares; 2024Q2: 67,102 shares; 2024Q3: 98,895 shares; 2024Q4: 96,529 shares; 2025Q1: 77,251 shares; 2025Q2: 57,863 shares 57,863 $2.15M 0.05% -19,388 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,241 shares; 2023Q4: 4,223 shares; 2024Q1: 4,439 shares; 2024Q2: 4,070 shares; 2024Q3: 37,352 shares; 2024Q4: 20,675 shares; 2025Q1: 18,246 shares; 2025Q2: 9,610 shares 9,610 $2.14M 0.05% -8,636 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,478 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,030 shares 39,030 $2.12M 0.05% 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; 2023Q3: 20,214 shares; 2023Q4: 81,023 shares; 2024Q1: 67,858 shares; 2024Q2: 81,089 shares; 2024Q3: 94,377 shares; 2024Q4: 144,717 shares; 2025Q1: 112,206 shares; 2025Q2: 63,438 shares 63,438 $2.12M 0.05% -48,768 Timeline PHO 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; 2023Q3: 38,862 shares; 2023Q4: 40,377 shares; 2024Q1: 41,584 shares; 2024Q2: 34,822 shares; 2024Q3: 35,276 shares; 2024Q4: 37,722 shares; 2025Q1: 41,141 shares; 2025Q2: 30,127 shares 30,127 $2.11M 0.05% -11,014 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,081 shares 47,081 $2.1M 0.05% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,327 shares; 2023Q4: 65,084 shares; 2024Q1: 70,194 shares; 2024Q2: 70,353 shares; 2024Q3: 72,008 shares; 2024Q4: 58,896 shares; 2025Q1: 58,052 shares; 2025Q2: 50,432 shares 50,432 $2.09M 0.05% -7,620 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 107,071 shares; 2023Q4: 101,378 shares; 2024Q1: 98,105 shares; 2024Q2: 98,008 shares; 2024Q3: 97,679 shares; 2024Q4: 92,755 shares; 2025Q1: 90,446 shares; 2025Q2: 49,171 shares 49,171 $2.09M 0.05% -41,275 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,560 shares; 2023Q4: 8,486 shares; 2024Q1: 8,041 shares; 2024Q2: 8,528 shares; 2024Q3: 14,382 shares; 2024Q4: 15,416 shares; 2025Q1: 46,402 shares; 2025Q2: 42,157 shares 42,157 $2.07M 0.05% -4,245 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,015 shares; 2023Q4: 25,102 shares; 2024Q1: 22,335 shares; 2024Q2: 23,491 shares; 2024Q3: 21,341 shares; 2024Q4: 23,682 shares; 2025Q1: 21,587 shares; 2025Q2: 14,055 shares 14,055 $2.05M 0.05% -7,532 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,370 shares; 2025Q2: 22,047 shares 22,047 $2.04M 0.05% +7,677 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; 2023Q3: 46,358 shares; 2023Q4: 46,346 shares; 2024Q1: 46,155 shares; 2024Q2: 47,302 shares; 2024Q3: 63,823 shares; 2024Q4: 97,917 shares; 2025Q1: 60,337 shares; 2025Q2: 56,542 shares 56,542 $2.04M 0.05% -3,795 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 10,506 shares; 2024Q1: 12,433 shares; 2024Q2: 43,804 shares; 2024Q3: 61,221 shares; 2024Q4: 57,626 shares; 2025Q1: 79,305 shares; 2025Q2: 82,162 shares 82,162 $2.03M 0.05% +2,857 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,325 shares; 2024Q4: 23,050 shares; 2025Q1: 33,992 shares; 2025Q2: 55,103 shares 55,103 $2.03M 0.05% +21,111 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 88,103 shares; 2023Q4: 76,537 shares; 2024Q1: 84,532 shares; 2024Q2: 77,612 shares; 2024Q3: 75,919 shares; 2024Q4: 74,678 shares; 2025Q1: 75,954 shares; 2025Q2: 52,037 shares 52,037 $2.03M 0.05% -23,917 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,643 shares; 2023Q4: 14,678 shares; 2024Q1: 56,425 shares; 2024Q2: 46,407 shares; 2024Q3: 36,662 shares; 2024Q4: 48,460 shares; 2025Q1: 38,448 shares; 2025Q2: 18,492 shares 18,492 $2.03M 0.05% -19,956 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,670 shares; 2023Q4: 60,910 shares; 2024Q1: 63,590 shares; 2024Q2: 71,596 shares; 2024Q3: 72,473 shares; 2024Q4: 62,788 shares; 2025Q1: 45,062 shares; 2025Q2: 22,435 shares 22,435 $2.03M 0.05% -22,627 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,997 shares; 2023Q4: 35,753 shares; 2024Q1: 35,078 shares; 2024Q2: 34,875 shares; 2024Q3: 34,114 shares; 2024Q4: 37,174 shares; 2025Q1: 30,575 shares; 2025Q2: 27,066 shares 27,066 $2.02M 0.05% -3,509 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,880 shares; 2024Q3: 65,391 shares; 2024Q4: 91,343 shares; 2025Q1: 147,627 shares; 2025Q2: 60,108 shares 60,108 $2.02M 0.05% -87,519 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,966 shares; 2023Q4: 55,278 shares; 2024Q1: 61,319 shares; 2024Q2: 54,959 shares; 2024Q3: 63,439 shares; 2024Q4: 73,048 shares; 2025Q1: 49,748 shares; 2025Q2: 39,093 shares 39,093 $2.01M 0.05% -10,655 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 247,621 shares; 2023Q4: 355,202 shares; 2024Q1: 214,898 shares; 2024Q2: 182,268 shares; 2024Q3: 201,818 shares; 2024Q4: 159,487 shares; 2025Q1: 127,614 shares; 2025Q2: 89,377 shares 89,377 $2.01M 0.05% -38,237 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; 2023Q3: 23,101 shares; 2023Q4: 23,206 shares; 2024Q1: 23,607 shares; 2024Q2: 14,977 shares; 2024Q3: 6,977 shares; 2024Q4: 12,281 shares; 2025Q1: 7,440 shares; 2025Q2: 7,105 shares 7,105 $1.99M 0.04% -335 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 111,699 shares; 2023Q4: 119,199 shares; 2024Q1: 136,019 shares; 2024Q2: 141,329 shares; 2024Q3: 131,778 shares; 2024Q4: 133,147 shares; 2025Q1: 113,931 shares; 2025Q2: 49,892 shares 49,892 $1.98M 0.04% -64,039 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,528 shares; 2023Q4: 12,541 shares; 2024Q1: 13,508 shares; 2024Q2: 10,887 shares; 2024Q3: 11,270 shares; 2024Q4: 10,667 shares; 2025Q1: 10,850 shares; 2025Q2: 9,980 shares 9,980 $1.95M 0.04% -870 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,446 shares; 2023Q4: 53,142 shares; 2024Q1: 54,512 shares; 2024Q2: 55,170 shares; 2024Q3: 64,049 shares; 2024Q4: 75,123 shares; 2025Q1: 75,713 shares; 2025Q2: 46,741 shares 46,741 $1.94M 0.04% -28,972 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 72,597 shares; 2023Q4: 83,368 shares; 2024Q1: 84,545 shares; 2024Q2: 82,292 shares; 2024Q3: 77,011 shares; 2024Q4: 70,218 shares; 2025Q1: 79,046 shares; 2025Q2: 16,547 shares 16,547 $1.94M 0.04% -62,499 Timeline JAVA 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; 2023Q3: 13,951 shares; 2023Q4: 17,795 shares; 2024Q1: 17,695 shares; 2024Q2: 17,542 shares; 2024Q3: 18,022 shares; 2024Q4: 22,017 shares; 2025Q1: 33,292 shares; 2025Q2: 29,469 shares 29,469 $1.93M 0.04% -3,823 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,547 shares; 2023Q4: 38,137 shares; 2024Q1: 31,559 shares; 2024Q2: 32,410 shares; 2024Q3: 31,571 shares; 2024Q4: 30,470 shares; 2025Q1: 27,086 shares; 2025Q2: 25,407 shares 25,407 $1.93M 0.04% -1,679 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,354 shares; 2023Q4: 26,858 shares; 2024Q1: 27,109 shares; 2024Q2: 19,192 shares; 2024Q3: 21,156 shares; 2024Q4: 19,735 shares; 2025Q1: 43,032 shares; 2025Q2: 25,514 shares 25,514 $1.92M 0.04% -17,518 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,729 shares; 2023Q4: 12,889 shares; 2024Q1: 13,801 shares; 2024Q2: 13,512 shares; 2024Q3: 13,488 shares; 2024Q4: 16,143 shares; 2025Q1: 14,160 shares; 2025Q2: 6,630 shares 6,630 $1.92M 0.04% -7,530 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,856 shares; 2023Q4: 21,603 shares; 2024Q1: 28,699 shares; 2024Q2: 28,406 shares; 2024Q3: 27,408 shares; 2024Q4: 15,597 shares; 2025Q1: 16,593 shares; 2025Q2: 10,440 shares 10,440 $1.91M 0.04% -6,153 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,930 shares; 2023Q4: 38,449 shares; 2024Q1: 34,376 shares; 2024Q2: 28,475 shares; 2024Q3: 26,799 shares; 2024Q4: 25,849 shares; 2025Q1: 27,834 shares; 2025Q2: 15,868 shares 15,868 $1.91M 0.04% -11,966 Timeline JUNW 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; 2023Q3: 28,853 shares; 2023Q4: 28,713 shares; 2024Q1: 19,257 shares; 2024Q2: 56,130 shares; 2024Q3: 55,730 shares; 2024Q4: 39,644 shares; 2025Q1: 39,469 shares; 2025Q2: 59,840 shares 59,840 $1.91M 0.04% +20,371 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,659 shares; 2023Q4: 43,649 shares; 2024Q1: 37,559 shares; 2024Q2: 34,748 shares; 2024Q3: 33,509 shares; 2024Q4: 32,224 shares; 2025Q1: 30,575 shares; 2025Q2: 18,826 shares 18,826 $1.9M 0.04% -11,749 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,500 shares; 2023Q4: 37,261 shares; 2024Q1: 29,995 shares; 2024Q2: 29,295 shares; 2024Q3: 29,369 shares; 2024Q4: 31,464 shares; 2025Q1: 29,712 shares; 2025Q2: 14,266 shares 14,266 $1.89M 0.04% -15,446 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,415 shares; 2023Q4: 4,841 shares; 2024Q1: 5,394 shares; 2024Q2: 4,096 shares; 2024Q3: 3,916 shares; 2024Q4: 3,242 shares; 2025Q1: 3,191 shares; 2025Q2: 3,523 shares 3,523 $1.88M 0.04% +332 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,117 shares; 2023Q4: 7,736 shares; 2024Q1: 7,086 shares; 2024Q2: 6,370 shares; 2024Q3: 4,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,773 shares 27,773 $1.88M 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 137,676 shares; 2023Q4: 147,186 shares; 2024Q1: 165,117 shares; 2024Q2: 168,939 shares; 2024Q3: 169,379 shares; 2024Q4: 186,543 shares; 2025Q1: 132,645 shares; 2025Q2: 32,550 shares 32,550 $1.88M 0.04% -100,095 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 105,000 shares; 2024Q2: 105,000 shares; 2024Q3: 105,000 shares; 2024Q4: 95,000 shares; 2025Q1: 75,000 shares; 2025Q2: 75,000 shares 75,000 $1.85M 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,135 shares; 2023Q4: 27,169 shares; 2024Q1: 26,332 shares; 2024Q2: 25,439 shares; 2024Q3: 24,057 shares; 2024Q4: 21,337 shares; 2025Q1: 20,823 shares; 2025Q2: 9,347 shares 9,347 $1.85M 0.04% -11,476 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 139,252 shares; 2023Q4: 114,256 shares; 2024Q1: 120,087 shares; 2024Q2: 118,275 shares; 2024Q3: 108,956 shares; 2024Q4: 96,923 shares; 2025Q1: 97,015 shares; 2025Q2: 107,167 shares 107,167 $1.85M 0.04% +10,152 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,904 shares; 2023Q4: 63,800 shares; 2024Q1: 52,205 shares; 2024Q2: 70,238 shares; 2024Q3: 69,325 shares; 2024Q4: 53,930 shares; 2025Q1: 63,000 shares; 2025Q2: 50,949 shares 50,949 $1.84M 0.04% -12,051 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 88,759 shares; 2023Q4: 73,596 shares; 2024Q1: 78,422 shares; 2024Q2: 7,386 shares; 2024Q3: 37,583 shares; 2024Q4: 56,544 shares; 2025Q1: 67,526 shares; 2025Q2: 64,159 shares 64,159 $1.84M 0.04% -3,367 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,208 shares; 2025Q1: 18,957 shares; 2025Q2: 18,306 shares 18,306 $1.84M 0.04% -651 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 25,907 shares; 2024Q1: 52,851 shares; 2024Q2: 69,412 shares; 2024Q3: 79,985 shares; 2024Q4: 89,286 shares; 2025Q1: 40,724 shares; 2025Q2: 55,002 shares 55,002 $1.83M 0.04% +14,278 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,290 shares; 2023Q4: 2,147 shares; 2024Q1: 1,901 shares; 2024Q2: 1,629 shares; 2024Q3: 2,422 shares; 2024Q4: 2,435 shares; 2025Q1: 2,204 shares; 2025Q2: 20,228 shares 20,228 $1.82M 0.04% +18,024 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,199 shares; 2023Q4: 52,232 shares; 2024Q1: 75,106 shares; 2024Q2: 69,038 shares; 2024Q3: 30,968 shares; 2024Q4: 63,046 shares; 2025Q1: 23,912 shares; 2025Q2: 7,361 shares 7,361 $1.82M 0.04% -16,551 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,362 shares; 2023Q4: 17,028 shares; 2024Q1: 18,419 shares; 2024Q2: 15,232 shares; 2024Q3: 15,055 shares; 2024Q4: 17,005 shares; 2025Q1: 14,495 shares; 2025Q2: 7,572 shares 7,572 $1.81M 0.04% -6,923 Timeline DECW 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; 2023Q3: not reported; 2023Q4: 64,717 shares; 2024Q1: 62,602 shares; 2024Q2: 61,273 shares; 2024Q3: 23,652 shares; 2024Q4: 75,565 shares; 2025Q1: 56,990 shares; 2025Q2: 57,213 shares 57,213 $1.81M 0.04% +223 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,929 shares; 2023Q4: 24,018 shares; 2024Q1: 27,322 shares; 2024Q2: 28,007 shares; 2024Q3: 27,159 shares; 2024Q4: 28,733 shares; 2025Q1: 27,583 shares; 2025Q2: 21,006 shares 21,006 $1.8M 0.04% -6,577 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 108,659 shares; 2023Q4: 119,525 shares; 2024Q1: 111,039 shares; 2024Q2: 120,302 shares; 2024Q3: 124,516 shares; 2024Q4: 125,868 shares; 2025Q1: 33,103 shares; 2025Q2: 35,961 shares 35,961 $1.8M 0.04% +2,858 Timeline HELO 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50,585 shares; 2025Q1: 83,440 shares; 2025Q2: 28,723 shares 28,723 $1.8M 0.04% -54,717 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,135 shares; 2023Q4: 3,119 shares; 2024Q1: 4,421 shares; 2024Q2: 4,047 shares; 2024Q3: 3,561 shares; 2024Q4: 3,421 shares; 2025Q1: 2,088 shares; 2025Q2: 2,168 shares 2,168 $1.79M 0.04% +80 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 14,426 shares; 2024Q1: 16,491 shares; 2024Q2: 20,602 shares; 2024Q3: 22,938 shares; 2024Q4: 24,737 shares; 2025Q1: 26,662 shares; 2025Q2: 31,034 shares 31,034 $1.79M 0.04% +4,372 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,052 shares; 2023Q4: 5,775 shares; 2024Q1: 8,263 shares; 2024Q2: 7,949 shares; 2024Q3: 7,318 shares; 2024Q4: 9,621 shares; 2025Q1: 8,227 shares; 2025Q2: 5,934 shares 5,934 $1.78M 0.04% -2,293 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,820 shares; 2023Q4: 39,730 shares; 2024Q1: 38,225 shares; 2024Q2: 33,135 shares; 2024Q3: 33,352 shares; 2024Q4: 32,158 shares; 2025Q1: 25,045 shares; 2025Q2: 14,818 shares 14,818 $1.78M 0.04% -10,227 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,318 shares; 2023Q4: 15,720 shares; 2024Q1: 23,587 shares; 2024Q2: 31,005 shares; 2024Q3: 33,206 shares; 2024Q4: 26,244 shares; 2025Q1: 30,177 shares; 2025Q2: 27,598 shares 27,598 $1.77M 0.04% -2,579 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,425 shares; 2024Q3: 70,834 shares; 2024Q4: 94,553 shares; 2025Q1: 118,442 shares; 2025Q2: 51,816 shares 51,816 $1.75M 0.04% -66,626 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,525 shares; 2023Q4: 10,466 shares; 2024Q1: 12,004 shares; 2024Q2: 11,173 shares; 2024Q3: 10,573 shares; 2024Q4: 11,184 shares; 2025Q1: 9,992 shares; 2025Q2: 2,504 shares 2,504 $1.75M 0.04% -7,488 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,315 shares; 2023Q4: 71,355 shares; 2024Q1: 66,178 shares; 2024Q2: 52,736 shares; 2024Q3: 38,311 shares; 2024Q4: 62,160 shares; 2025Q1: 55,242 shares; 2025Q2: 25,384 shares 25,384 $1.75M 0.04% -29,858 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 213,090 shares; 2023Q4: 188,100 shares; 2024Q1: 194,049 shares; 2024Q2: 207,590 shares; 2024Q3: 196,160 shares; 2024Q4: 182,512 shares; 2025Q1: 94,973 shares; 2025Q2: 29,716 shares 29,716 $1.74M 0.04% -65,257 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,245 shares; 2024Q3: 10,770 shares; 2024Q4: 22,939 shares; 2025Q1: 96,227 shares; 2025Q2: 49,541 shares 49,541 $1.74M 0.04% -46,686 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,203 shares; 2023Q4: 23,649 shares; 2024Q1: 24,135 shares; 2024Q2: 25,324 shares; 2024Q3: 24,991 shares; 2024Q4: 154,158 shares; 2025Q1: 82,952 shares; 2025Q2: 62,430 shares 62,430 $1.74M 0.04% -20,522 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,915 shares; 2023Q4: 49,968 shares; 2024Q1: 38,430 shares; 2024Q2: 34,697 shares; 2024Q3: 31,647 shares; 2024Q4: 34,335 shares; 2025Q1: 24,352 shares; 2025Q2: 23,194 shares 23,194 $1.74M 0.04% -1,158 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 373,729 shares; 2023Q4: 344,976 shares; 2024Q1: 362,596 shares; 2024Q2: 172,900 shares; 2024Q3: 178,323 shares; 2024Q4: 216,490 shares; 2025Q1: 195,356 shares; 2025Q2: 55,437 shares 55,437 $1.73M 0.04% -139,919 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,156 shares; 2023Q4: 21,004 shares; 2024Q1: 20,482 shares; 2024Q2: 20,017 shares; 2024Q3: 20,246 shares; 2024Q4: 21,546 shares; 2025Q1: 18,258 shares; 2025Q2: 7,925 shares 7,925 $1.71M 0.04% -10,333 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,540 shares; 2023Q4: 44,428 shares; 2024Q1: 23,498 shares; 2024Q2: 22,092 shares; 2024Q3: 21,480 shares; 2024Q4: 20,575 shares; 2025Q1: 25,553 shares; 2025Q2: 15,841 shares 15,841 $1.68M 0.04% -9,712 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85,510 shares; 2023Q4: 75,047 shares; 2024Q1: 76,579 shares; 2024Q2: 94,513 shares; 2024Q3: 71,241 shares; 2024Q4: 63,153 shares; 2025Q1: 75,210 shares; 2025Q2: 26,020 shares 26,020 $1.67M 0.04% -49,190 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 413,845 shares; 2023Q4: 123,324 shares; 2024Q1: 127,859 shares; 2024Q2: 126,989 shares; 2024Q3: 128,532 shares; 2024Q4: 129,003 shares; 2025Q1: 118,851 shares; 2025Q2: 134,232 shares 134,232 $1.66M 0.04% +15,381 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,585 shares; 2023Q4: 2,368 shares; 2024Q1: 2,399 shares; 2024Q2: 3,087 shares; 2024Q3: 8,527 shares; 2024Q4: 8,803 shares; 2025Q1: 9,733 shares; 2025Q2: 3,255 shares 3,255 $1.66M 0.04% -6,478 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,074 shares; 2023Q4: 22,703 shares; 2024Q1: 21,393 shares; 2024Q2: 19,049 shares; 2024Q3: 23,774 shares; 2024Q4: 24,714 shares; 2025Q1: 29,016 shares; 2025Q2: 32,927 shares 32,927 $1.66M 0.04% +3,911 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59,002 shares; 2023Q4: 59,237 shares; 2024Q1: 57,516 shares; 2024Q2: 54,672 shares; 2024Q3: 53,879 shares; 2024Q4: 52,586 shares; 2025Q1: 40,171 shares; 2025Q2: 12,260 shares 12,260 $1.64M 0.04% -27,911 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,560 shares 16,560 $1.64M 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,743 shares; 2023Q4: 20,262 shares; 2024Q1: 16,095 shares; 2024Q2: 15,705 shares; 2024Q3: 15,489 shares; 2024Q4: 10,900 shares; 2025Q1: 9,311 shares; 2025Q2: 3,263 shares 3,263 $1.64M 0.04% -6,048 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,612 shares; 2023Q4: 7,521 shares; 2024Q1: 7,444 shares; 2024Q2: 7,436 shares; 2024Q3: 7,142 shares; 2024Q4: 7,122 shares; 2025Q1: 6,821 shares; 2025Q2: 5,643 shares 5,643 $1.62M 0.04% -1,178 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,054 shares; 2023Q4: 14,136 shares; 2024Q1: 16,878 shares; 2024Q2: 18,192 shares; 2024Q3: 17,771 shares; 2024Q4: 16,751 shares; 2025Q1: 18,636 shares; 2025Q2: 6,448 shares 6,448 $1.61M 0.04% -12,188 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 99,494 shares; 2023Q4: 91,121 shares; 2024Q1: 77,885 shares; 2024Q2: 21,567 shares; 2024Q3: 64,430 shares; 2024Q4: 61,535 shares; 2025Q1: 58,027 shares; 2025Q2: 39,677 shares 39,677 $1.61M 0.04% -18,350 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,140 shares; 2023Q4: 11,999 shares; 2024Q1: 12,584 shares; 2024Q2: 12,779 shares; 2024Q3: 11,777 shares; 2024Q4: 9,175 shares; 2025Q1: 9,363 shares; 2025Q2: 5,015 shares 5,015 $1.61M 0.04% -4,348 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,160 shares; 2023Q4: 54,511 shares; 2024Q1: 45,468 shares; 2024Q2: 47,057 shares; 2024Q3: 42,534 shares; 2024Q4: 37,612 shares; 2025Q1: 37,061 shares; 2025Q2: 22,276 shares 22,276 $1.6M 0.04% -14,785 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,398 shares; 2023Q4: 35,044 shares; 2024Q1: 29,869 shares; 2024Q2: 30,737 shares; 2024Q3: 32,728 shares; 2024Q4: 59,341 shares; 2025Q1: 22,740 shares; 2025Q2: 14,979 shares 14,979 $1.59M 0.04% -7,761 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,039 shares; 2023Q4: 22,374 shares; 2024Q1: 19,070 shares; 2024Q2: 21,389 shares; 2024Q3: 16,891 shares; 2024Q4: 15,331 shares; 2025Q1: 12,099 shares; 2025Q2: 7,146 shares 7,146 $1.59M 0.04% -4,953 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 111,104 shares; 2023Q4: 129,926 shares; 2024Q1: 164,461 shares; 2024Q2: 229,074 shares; 2024Q3: 187,110 shares; 2024Q4: 191,359 shares; 2025Q1: 169,323 shares; 2025Q2: 36,809 shares 36,809 $1.59M 0.04% -132,514 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 222,081 shares; 2023Q4: 191,418 shares; 2024Q1: 93,684 shares; 2024Q2: 60,615 shares; 2024Q3: 61,127 shares; 2024Q4: 54,934 shares; 2025Q1: 40,064 shares; 2025Q2: 11,633 shares 11,633 $1.58M 0.04% -28,431 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,004 shares; 2023Q4: 45,801 shares; 2024Q1: 47,914 shares; 2024Q2: 55,326 shares; 2024Q3: 54,567 shares; 2024Q4: 61,930 shares; 2025Q1: 31,317 shares; 2025Q2: 12,138 shares 12,138 $1.58M 0.04% -19,179 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; 2023Q3: 24,506 shares; 2023Q4: 24,469 shares; 2024Q1: 22,816 shares; 2024Q2: 27,076 shares; 2024Q3: 14,353 shares; 2024Q4: 14,121 shares; 2025Q1: 12,733 shares; 2025Q2: 19,307 shares 19,307 $1.57M 0.04% +6,574 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,636 shares; 2023Q4: 5,627 shares; 2024Q1: 6,296 shares; 2024Q2: 6,195 shares; 2024Q3: 5,517 shares; 2024Q4: 5,379 shares; 2025Q1: 4,550 shares; 2025Q2: 1,750 shares 1,750 $1.57M 0.04% -2,800 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,881 shares; 2023Q4: 7,894 shares; 2024Q1: 8,283 shares; 2024Q2: 8,122 shares; 2024Q3: 3,915 shares; 2024Q4: 20,123 shares; 2025Q1: 27,772 shares; 2025Q2: 30,495 shares 30,495 $1.57M 0.04% +2,723 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,113 shares; 2023Q4: 6,049 shares; 2024Q1: 6,264 shares; 2024Q2: 17,135 shares; 2024Q3: 16,591 shares; 2024Q4: 13,859 shares; 2025Q1: 20,850 shares; 2025Q2: 15,822 shares 15,822 $1.57M 0.04% -5,028 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 114,621 shares; 2023Q4: 42,481 shares; 2024Q1: 43,678 shares; 2024Q2: 48,377 shares; 2024Q3: 41,284 shares; 2024Q4: 63,639 shares; 2025Q1: 50,600 shares; 2025Q2: 16,098 shares 16,098 $1.57M 0.04% -34,502 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,615 shares; 2023Q4: 69,932 shares; 2024Q1: 51,957 shares; 2024Q2: 52,734 shares; 2024Q3: 159,894 shares; 2024Q4: 70,819 shares; 2025Q1: 49,022 shares; 2025Q2: 57,853 shares 57,853 $1.56M 0.04% +8,831 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,929 shares; 2023Q4: 68,843 shares; 2024Q1: 65,627 shares; 2024Q2: 61,552 shares; 2024Q3: 60,563 shares; 2024Q4: 59,848 shares; 2025Q1: 58,147 shares; 2025Q2: 28,678 shares 28,678 $1.56M 0.04% -29,469 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 13,513 shares; 2024Q1: 14,726 shares; 2024Q2: 17,635 shares; 2024Q3: 22,144 shares; 2024Q4: 45,171 shares; 2025Q1: 50,318 shares; 2025Q2: 84,937 shares 84,937 $1.55M 0.04% +34,619 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 167,789 shares; 2023Q4: 181,732 shares; 2024Q1: 193,895 shares; 2024Q2: 189,999 shares; 2024Q3: 166,701 shares; 2024Q4: 184,779 shares; 2025Q1: 154,902 shares; 2025Q2: 52,785 shares 52,785 $1.55M 0.04% -102,117 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,849 shares; 2023Q4: 4,788 shares; 2024Q1: 6,494 shares; 2024Q2: 5,971 shares; 2024Q3: 4,413 shares; 2024Q4: 4,407 shares; 2025Q1: 5,679 shares; 2025Q2: 3,010 shares 3,010 $1.54M 0.03% -2,669 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 653,257 shares; 2023Q4: 525,130 shares; 2024Q1: 560,602 shares; 2024Q2: 576,970 shares; 2024Q3: 629,839 shares; 2024Q4: 557,683 shares; 2025Q1: 580,071 shares; 2025Q2: 46,280 shares 46,280 $1.54M 0.03% -533,791 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,494 shares; 2023Q4: 61,244 shares; 2024Q1: 67,059 shares; 2024Q2: 59,317 shares; 2024Q3: 55,764 shares; 2024Q4: 69,160 shares; 2025Q1: 57,978 shares; 2025Q2: 33,126 shares 33,126 $1.53M 0.03% -24,852 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,175 shares; 2024Q2: 31,225 shares; 2024Q3: 6,525 shares; 2024Q4: 6,493 shares; 2025Q1: 32,583 shares; 2025Q2: 35,971 shares 35,971 $1.52M 0.03% +3,388 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,947 shares; 2023Q4: 24,264 shares; 2024Q1: 24,852 shares; 2024Q2: 24,884 shares; 2024Q3: 24,457 shares; 2024Q4: 27,355 shares; 2025Q1: 49,381 shares; 2025Q2: 55,917 shares 55,917 $1.52M 0.03% +6,536 Timeline VT 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; 2023Q3: 38,673 shares; 2023Q4: 38,476 shares; 2024Q1: 39,917 shares; 2024Q2: 42,197 shares; 2024Q3: 41,852 shares; 2024Q4: 41,987 shares; 2025Q1: 42,366 shares; 2025Q2: 11,767 shares 11,767 $1.52M 0.03% -30,599 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,190 shares; 2024Q2: 11,049 shares; 2024Q3: 14,568 shares; 2024Q4: 17,749 shares; 2025Q1: 21,707 shares; 2025Q2: 19,952 shares 19,952 $1.51M 0.03% -1,755 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136,843 shares; 2023Q4: 107,944 shares; 2024Q1: 87,836 shares; 2024Q2: 80,993 shares; 2024Q3: 58,192 shares; 2024Q4: 58,991 shares; 2025Q1: 56,677 shares; 2025Q2: 39,603 shares 39,603 $1.5M 0.03% -17,074 Timeline