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Glassman Wealth Services

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13F filer, CIK 1642160, VIENNA, VA

Glassman Wealth Services reported $834,644,529 across 236 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 89.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001642160-26-000005

Period
2026-06-30
Reported value
$835M
Holdings
236
Top 10 weight
89.73%
New
58
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQnew+4,746$3.49M
DFACadded+54,937$2.44M
IWFadded+14,037$1.74M
SPYadded+1,944$1.45M
DGRWadded+14,365$1.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FNDXreduced-62,675-$1.95M
ARKKreduced-14,653-$1.18M
VOOreduced-1,465-$1.01M
GOVZexited-74,022-$679K
AVUVexited-4,121-$455K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001642160-26-000005, largest first. % of portfolio is the value over $834,644,529, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,473 shares; 2024Q4: 290,642 shares; 2025Q1: 281,958 shares; 2025Q2: 282,133 shares; 2025Q3: 282,663 shares; 2025Q4: 285,053 shares; 2026Q1: 288,044 shares; 2026Q2: 286,579 shares 286,579$197M23.58%-1,465Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500,693 shares; 2024Q4: 4,514,762 shares; 2025Q1: 4,546,703 shares; 2025Q2: 4,621,221 shares; 2025Q3: 4,666,432 shares; 2025Q4: 4,666,563 shares; 2026Q1: 4,671,904 shares; 2026Q2: 4,609,229 shares 4,609,229$143M17.17%-62,675Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 915,649 shares; 2024Q4: 984,704 shares; 2025Q1: 1,053,223 shares; 2025Q2: 1,086,820 shares; 2025Q3: 1,110,062 shares; 2025Q4: 1,143,369 shares; 2026Q1: 1,155,257 shares; 2026Q2: 1,165,916 shares 1,165,916$97.6M11.7%+10,659Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768,895 shares; 2024Q4: 787,372 shares; 2025Q1: 809,614 shares; 2025Q2: 832,066 shares; 2025Q3: 836,036 shares; 2025Q4: 841,295 shares; 2026Q1: 813,128 shares; 2026Q2: 827,493 shares 827,493$79.1M9.48%+14,365Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595,865 shares; 2024Q4: 1,710,948 shares; 2025Q1: 1,788,635 shares; 2025Q2: 1,865,729 shares; 2025Q3: 1,905,325 shares; 2025Q4: 1,962,925 shares; 2026Q1: 1,997,755 shares; 2026Q2: 2,007,568 shares 2,007,568$74M8.86%+9,813Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286,798 shares; 2024Q4: 1,339,754 shares; 2025Q1: 1,383,743 shares; 2025Q2: 1,465,411 shares; 2025Q3: 1,506,028 shares; 2025Q4: 1,528,980 shares; 2026Q1: 1,576,925 shares; 2026Q2: 1,631,862 shares 1,631,862$72.4M8.67%+54,937Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,099 shares; 2024Q4: 101,044 shares; 2025Q1: 101,044 shares; 2025Q2: 101,044 shares; 2025Q3: 101,044 shares; 2025Q4: 101,044 shares; 2026Q1: 101,044 shares; 2026Q2: 101,054 shares 101,054$40.7M4.87%+10Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,593 shares; 2024Q4: 46,235 shares; 2025Q1: 44,512 shares; 2025Q2: 44,321 shares; 2025Q3: 44,016 shares; 2025Q4: 43,255 shares; 2026Q1: 42,852 shares; 2026Q2: 42,195 shares 42,195$17.3M2.07%-657Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,046 shares; 2024Q4: 33,046 shares; 2025Q1: 36,724 shares; 2025Q2: 36,854 shares; 2025Q3: 44,075 shares; 2025Q4: 44,643 shares; 2026Q1: 44,146 shares; 2026Q2: 44,230 shares 44,230$16.4M1.96%+84Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,603 shares; 2024Q4: 12,598 shares; 2025Q1: 12,593 shares; 2025Q2: 13,007 shares; 2025Q3: 12,992 shares; 2025Q4: 12,739 shares; 2026Q1: 13,235 shares; 2026Q2: 15,179 shares 15,179$11.3M1.36%+1,944Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,333 shares; 2024Q4: 7,423 shares; 2025Q1: 10,025 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares; 2025Q4: 9,497 shares; 2026Q1: 9,248 shares; 2026Q2: 9,575 shares 9,575$7.17M0.86%+327Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,503 shares; 2024Q4: 212,822 shares; 2025Q1: 210,844 shares; 2025Q2: 208,348 shares; 2025Q3: 205,333 shares; 2025Q4: 205,333 shares; 2026Q1: 207,829 shares; 2026Q2: 203,816 shares 203,816$7.09M0.85%-4,013Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,012 shares; 2024Q4: 15,860 shares; 2025Q1: 37,654 shares; 2025Q2: 38,540 shares; 2025Q3: 74,572 shares; 2025Q4: 75,470 shares; 2026Q1: 74,867 shares; 2026Q2: 77,043 shares 77,043$5.49M0.66%+2,176Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,036 shares; 2024Q4: 5,981 shares; 2025Q1: 6,276 shares; 2025Q2: 6,243 shares; 2025Q3: 16,289 shares; 2025Q4: 15,713 shares; 2026Q1: 15,741 shares; 2026Q2: 15,643 shares 15,643$5.38M0.64%-98Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,404 shares; 2024Q4: 161,653 shares; 2025Q1: 143,700 shares; 2025Q2: 101,282 shares; 2025Q3: 93,734 shares; 2025Q4: 145,313 shares; 2026Q1: 91,682 shares; 2026Q2: 90,554 shares 90,554$4.58M0.55%-1,128Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,746 shares 4,746$3.49M0.42%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,140 shares; 2024Q4: 29,180 shares; 2025Q1: 29,187 shares; 2025Q2: 29,205 shares; 2025Q3: 37,634 shares; 2025Q4: 38,413 shares; 2026Q1: 38,423 shares; 2026Q2: 40,247 shares 40,247$3.44M0.41%+1,824Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,343 shares; 2024Q4: 13,774 shares; 2025Q1: 13,769 shares; 2025Q2: 13,769 shares; 2025Q3: 14,246 shares; 2025Q4: 16,481 shares; 2026Q1: 16,393 shares; 2026Q2: 16,418 shares 16,418$2.59M0.31%+25Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,613 shares; 2024Q4: 4,491 shares; 2025Q1: 4,740 shares; 2025Q2: 4,614 shares; 2025Q3: 4,590 shares; 2025Q4: 5,023 shares; 2026Q1: 4,679 shares; 2026Q2: 18,716 shares 18,716$2.32M0.28%+14,037Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,844 shares; 2024Q4: 31,508 shares; 2025Q1: 30,809 shares; 2025Q2: 30,370 shares; 2025Q3: 30,371 shares; 2025Q4: 22,807 shares; 2026Q1: 22,807 shares; 2026Q2: 22,813 shares 22,813$1.76M0.21%+6Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 1,858 shares; 2025Q3: 1,808 shares; 2025Q4: 1,739 shares; 2026Q1: 1,836 shares; 2026Q2: 1,770 shares 1,770$1.24M0.15%-66Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,180 shares; 2025Q1: 2,122 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,870 shares; 2026Q1: 2,095 shares; 2026Q2: 13,045 shares 13,045$1.12M0.13%+10,950Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,871 shares; 2024Q4: 5,896 shares; 2025Q1: 17,588 shares; 2025Q2: 17,494 shares; 2025Q3: 18,426 shares; 2025Q4: 18,440 shares; 2026Q1: 17,524 shares; 2026Q2: 18,804 shares 18,804$1.12M0.13%+1,280Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,412 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares; 2026Q2: 3,680 shares 3,680$1.12M0.13%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,015 shares; 2026Q1: 3,015 shares; 2026Q2: 3,015 shares 3,015$1.1M0.13%0Timeline
NMBLTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,053 shares; 2026Q1: 48,053 shares; 2026Q2: 48,053 shares 48,053$996K0.12%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,274 shares; 2025Q1: 4,464 shares; 2025Q2: 4,274 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares; 2026Q1: 4,274 shares; 2026Q2: 4,274 shares 4,274$970K0.12%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,397 shares; 2024Q4: 8,397 shares; 2025Q1: 8,449 shares; 2025Q2: 8,397 shares; 2025Q3: 8,397 shares; 2025Q4: 8,397 shares; 2026Q1: 8,397 shares; 2026Q2: 8,397 shares 8,397$926K0.11%0Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 3,828 shares; 2025Q1: 3,724 shares; 2025Q2: 3,724 shares; 2025Q3: 3,724 shares; 2025Q4: 3,720 shares; 2026Q1: 3,776 shares; 2026Q2: 3,777 shares 3,777$918K0.11%+1Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,003 shares; 2024Q4: 6,003 shares; 2025Q1: 6,003 shares; 2025Q2: 6,003 shares; 2025Q3: 6,003 shares; 2025Q4: 6,195 shares; 2026Q1: 6,003 shares; 2026Q2: 6,003 shares 6,003$913K0.11%0Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,310 shares; 2024Q4: 13,850 shares; 2025Q1: 13,850 shares; 2025Q2: 13,850 shares; 2025Q3: 13,850 shares; 2025Q4: 13,850 shares; 2026Q1: 13,850 shares; 2026Q2: 13,850 shares 13,850$835K0.1%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,070 shares; 2024Q4: 3,092 shares; 2025Q1: 7,852 shares; 2025Q2: 8,435 shares; 2025Q3: 8,754 shares; 2025Q4: 8,801 shares; 2026Q1: 8,398 shares; 2026Q2: 8,322 shares 8,322$804K0.1%-76Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,773 shares; 2025Q1: 18,496 shares; 2025Q2: 19,200 shares; 2025Q3: 9,878 shares; 2025Q4: 9,670 shares; 2026Q1: 9,741 shares; 2026Q2: 9,687 shares 9,687$802K0.1%-54Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,109 shares; 2025Q1: 3,157 shares; 2025Q2: 3,157 shares; 2025Q3: 3,157 shares; 2025Q4: 3,157 shares; 2026Q1: 3,376 shares; 2026Q2: 3,144 shares 3,144$762K0.09%-232Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,600 shares; 2024Q4: 15,949 shares; 2025Q1: 15,949 shares; 2025Q2: 19,493 shares; 2025Q3: 19,969 shares; 2025Q4: 19,969 shares; 2026Q1: 19,969 shares; 2026Q2: 19,969 shares 19,969$744K0.09%0Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,355 shares; 2024Q4: 5,440 shares; 2025Q1: 7,342 shares; 2025Q2: 11,379 shares; 2025Q3: 11,123 shares; 2025Q4: 12,741 shares; 2026Q1: 13,884 shares; 2026Q2: 15,281 shares 15,281$713K0.09%+1,397Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 646 shares; 2026Q2: 5,912 shares 5,912$707K0.08%+5,266Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,299 shares; 2024Q4: 13,502 shares; 2025Q1: 12,670 shares; 2025Q2: 12,670 shares; 2025Q3: 13,210 shares; 2025Q4: 13,443 shares; 2026Q1: 13,491 shares; 2026Q2: 13,887 shares 13,887$700K0.08%+396Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 3,204 shares; 2025Q1: 4,022 shares; 2025Q2: 9,110 shares; 2025Q3: 11,826 shares; 2025Q4: 11,598 shares; 2026Q1: 12,547 shares; 2026Q2: 15,370 shares 15,370$693K0.08%+2,823Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,653 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 3,113 shares; 2026Q1: 2,857 shares; 2026Q2: 2,900 shares 2,900$686K0.08%+43Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,598 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares; 2026Q2: 3,476 shares 3,476$661K0.08%+79Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,780 shares; 2024Q4: not reported; 2025Q1: 14,424 shares; 2025Q2: 14,554 shares; 2025Q3: 17,282 shares; 2025Q4: 17,282 shares; 2026Q1: 19,296 shares; 2026Q2: 19,484 shares 19,484$649K0.08%+188Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 4,396 shares; 2025Q1: 4,396 shares; 2025Q2: 6,430 shares; 2025Q3: 6,430 shares; 2025Q4: 6,430 shares; 2026Q1: 6,430 shares; 2026Q2: 6,908 shares 6,908$627K0.08%+478Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,351 shares; 2025Q1: 3,278 shares; 2025Q2: 2,627 shares; 2025Q3: 2,663 shares; 2025Q4: 2,676 shares; 2026Q1: 2,688 shares; 2026Q2: 2,713 shares 2,713$591K0.07%+25Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,973 shares; 2024Q4: 15,918 shares; 2025Q1: 15,980 shares; 2025Q2: 15,980 shares; 2025Q3: 16,177 shares; 2025Q4: 16,183 shares; 2026Q1: 17,241 shares; 2026Q2: 17,370 shares 17,370$588K0.07%+129Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,402 shares; 2024Q4: 3,402 shares; 2025Q1: 3,402 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,107 shares; 2026Q2: 3,129 shares 3,129$580K0.07%+22Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,636 shares; 2025Q1: 3,636 shares; 2025Q2: 3,636 shares; 2025Q3: 3,636 shares; 2025Q4: 3,636 shares; 2026Q1: 3,636 shares; 2026Q2: 4,640 shares 4,640$545K0.07%+1,004Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,588 shares 1,588$538K0.06%+1Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,283 shares; 2024Q4: 21,283 shares; 2025Q1: 21,244 shares; 2025Q2: 21,970 shares; 2025Q3: 21,970 shares; 2025Q4: 21,301 shares; 2026Q1: 21,301 shares; 2026Q2: 6,648 shares 6,648$537K0.06%-14,653Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,871 shares; 2024Q4: 5,729 shares; 2025Q1: 5,725 shares; 2025Q2: 5,697 shares; 2025Q3: 5,697 shares; 2025Q4: 3,643 shares; 2026Q1: 3,643 shares; 2026Q2: 3,843 shares 3,843$529K0.06%+200Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,898 shares; 2024Q4: 8,898 shares; 2025Q1: 8,898 shares; 2025Q2: 8,898 shares; 2025Q3: 8,898 shares; 2025Q4: 8,898 shares; 2026Q1: 8,898 shares; 2026Q2: 9,732 shares 9,732$526K0.06%+834Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 1,084 shares; 2026Q1: 1,102 shares; 2026Q2: 2,722 shares 2,722$519K0.06%+1,620Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,999 shares; 2025Q2: 1,935 shares; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares; 2026Q2: 1,935 shares 1,935$512K0.06%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,810 shares; 2024Q4: 9,860 shares; 2025Q1: 9,860 shares; 2025Q2: 9,860 shares; 2025Q3: 9,860 shares; 2025Q4: 9,860 shares; 2026Q1: 9,860 shares; 2026Q2: 9,860 shares 9,860$510K0.06%0Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares; 2026Q2: 3,757 shares 3,757$506K0.06%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 4,627 shares; 2025Q1: 4,743 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 3,896 shares; 2026Q1: 3,896 shares; 2026Q2: 6,163 shares 6,163$505K0.06%+2,267Timeline
TMFCRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,966 shares; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,998 shares; 2026Q1: 5,998 shares; 2026Q2: 5,998 shares 5,998$457K0.05%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,297 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares; 2026Q2: 1,180 shares 1,180$435K0.05%-117Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202$412K0.05%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 2,569 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares; 2026Q2: 2,619 shares 2,619$409K0.05%+50Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,740 shares; 2024Q4: 3,957 shares; 2025Q1: 3,957 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 4,652 shares 4,652$380K0.05%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,186 shares; 2025Q1: 2,784 shares; 2025Q2: 2,635 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares; 2026Q2: 2,543 shares 2,543$377K0.05%+76Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 5,579 shares; 2025Q1: 5,579 shares; 2025Q2: 16,846 shares; 2025Q3: 8,910 shares; 2025Q4: 8,910 shares; 2026Q1: 5,579 shares; 2026Q2: 12,564 shares 12,564$364K0.04%+6,985Timeline
QQEWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares; 2026Q1: 2,188 shares; 2026Q2: 2,188 shares 2,188$349K0.04%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,179 shares; 2025Q1: 1,182 shares; 2025Q2: 992 shares; 2025Q3: 994 shares; 2025Q4: 997 shares; 2026Q1: 999 shares; 2026Q2: 4,000 shares 4,000$322K0.04%+3,001Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,911 shares; 2024Q4: 7,911 shares; 2025Q1: 7,978 shares; 2025Q2: 7,978 shares; 2025Q3: 7,978 shares; 2025Q4: 7,978 shares; 2026Q1: 8,058 shares; 2026Q2: 7,856 shares 7,856$320K0.04%-202Timeline
KXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700$317K0.04%0Timeline
RFGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 4,635 shares; 2025Q1: 4,635 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares; 2025Q4: 4,635 shares; 2026Q1: 4,635 shares; 2026Q2: 4,635 shares 4,635$299K0.04%0Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,797 shares; 2025Q1: 1,820 shares; 2025Q2: 1,797 shares; 2025Q3: 1,797 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,781 shares 1,781$293K0.04%+136Timeline
IBATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,522 shares; 2026Q2: 6,396 shares 6,396$288K0.03%+1,874Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,228 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725$283K0.03%0Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,375 shares 4,375$268K0.03%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482$252K0.03%newTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,833 shares; 2024Q4: 3,833 shares; 2025Q1: 3,833 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 3,833 shares 3,833$233K0.03%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,510 shares; 2025Q1: 2,550 shares; 2025Q2: 2,558 shares; 2025Q3: 2,688 shares; 2025Q4: 2,723 shares; 2026Q1: 2,756 shares; 2026Q2: 3,065 shares 3,065$225K0.03%+309Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,652 shares 2,652$208K0.02%newTimeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,616 shares 1,616$207K0.02%newTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,207 shares; 2024Q4: 2,395 shares; 2025Q1: 2,261 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,205 shares; 2026Q1: 2,205 shares; 2026Q2: 2,205 shares 2,205$194K0.02%0Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 2,934 shares; 2025Q1: 2,934 shares; 2025Q2: 2,934 shares; 2025Q3: 2,934 shares; 2025Q4: 2,934 shares; 2026Q1: 2,934 shares; 2026Q2: 2,934 shares 2,934$193K0.02%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 1,711 shares 1,711$183K0.02%+1,561Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 787 shares; 2025Q1: 1,219 shares; 2025Q2: 1,141 shares; 2025Q3: 1,113 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 567 shares 567$170K0.02%-106Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares; 2026Q2: 2,224 shares 2,224$169K0.02%0Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 3,157 shares 3,157$169K0.02%+3,016Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675$166K0.02%0Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,181 shares; 2024Q4: 2,181 shares; 2025Q1: 2,181 shares; 2025Q2: 2,181 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181$163K0.02%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,793 shares; 2025Q1: 1,829 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares; 2026Q2: 1,786 shares 1,786$147K0.02%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,319 shares; 2025Q1: 2,238 shares; 2025Q2: 2,103 shares; 2025Q3: 1,991 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 1,507 shares 1,507$145K0.02%+586Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,614 shares; 2025Q1: 3,031 shares; 2025Q2: 2,567 shares; 2025Q3: 2,673 shares; 2025Q4: 2,716 shares; 2026Q1: 2,728 shares; 2026Q2: 2,803 shares 2,803$145K0.02%+75Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,537 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares 2,054$144K0.02%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 1,206 shares 1,206$141K0.02%+1,144Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 1,204 shares; 2025Q1: 1,467 shares; 2025Q2: 1,469 shares; 2025Q3: 1,455 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,355 shares 1,355$141K0.02%-102Timeline
EDOWFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,159 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares; 2026Q2: 3,159 shares 3,159$139K0.02%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 2,147 shares; 2025Q2: 2,147 shares; 2025Q3: 2,147 shares; 2025Q4: 2,147 shares; 2026Q1: 1,571 shares; 2026Q2: 1,571 shares 1,571$139K0.02%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 5,581 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,581 shares; 2025Q4: 5,161 shares; 2026Q1: 5,183 shares; 2026Q2: 4,997 shares 4,997$138K0.02%-186Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,165 shares; 2024Q4: 2,533 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769$134K0.02%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,435 shares 1,435$134K0.02%newTimeline
EUADSPINNAKER ETF SERIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,494 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145$133K0.02%0Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,732 shares 1,732$127K0.02%newTimeline
HTRBHARTFORD FDS EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,687 shares; 2025Q4: 3,687 shares; 2026Q1: 3,687 shares; 2026Q2: 3,687 shares 3,687$124K0.01%0Timeline
HACKAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 1,185 shares 1,185$124K0.01%+329Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 833 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,301 shares 1,301$119K0.01%newTimeline
ITEQAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,345 shares; 2025Q2: 4,345 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675$111K0.01%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 516 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 747 shares 747$109K0.01%+253Timeline
IBOTVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares; 2026Q2: 1,587 shares 1,587$109K0.01%0Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 579 shares; 2025Q4: 2,097 shares; 2026Q1: 1,442 shares; 2026Q2: 1,442 shares 1,442$109K0.01%0Timeline
SCYBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,069 shares 4,069$107K0.01%newTimeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,107 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares; 2026Q2: 2,774 shares 2,774$105K0.01%0Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,135 shares 3,135$105K0.01%newTimeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares; 2026Q2: 1,947 shares 1,947$103K0.01%+151Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 715 shares 715$102K0.01%newTimeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900$101K0.01%newTimeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,450 shares 4,450$101K0.01%newTimeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745$95.2K0.01%0Timeline
WTAIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000$94.9K0.01%newTimeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000$93.9K0.01%0Timeline
GTEKGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares; 2026Q2: 1,478 shares 1,478$92.9K0.01%+124Timeline
URNMSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 678 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760$92.6K0.01%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,004 shares; 2025Q1: 1,003 shares; 2025Q2: 1,059 shares; 2025Q3: 1,003 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,710 shares 1,710$90.8K0.01%+370Timeline
AIAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 892 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635$90K0.01%0Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares 566$89.8K0.01%newTimeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 393 shares 393$86.9K0.01%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares 1,084$86.1K0.01%newTimeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 593 shares; 2025Q1: 597 shares; 2025Q2: 602 shares; 2025Q3: 606 shares; 2025Q4: 613 shares; 2026Q1: 616 shares; 2026Q2: 3,103 shares 3,103$85K0.01%+2,487Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475$84.8K0.01%newTimeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585$84.3K0.01%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125$82K0.01%newTimeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,158 shares 1,158$79.2K0.01%newTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 388 shares; 2026Q2: 1,422 shares 1,422$78.2K0.01%+1,034Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571$78K0.01%newTimeline
VNQIVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,637 shares 1,637$73.4K0.01%newTimeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 810 shares 810$73K0.01%+300Timeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,753 shares 1,753$73K0.01%0Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,684 shares 2,684$72.6K0.01%newTimeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741 shares 741$71.4K0.01%newTimeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares; 2026Q2: 1,939 shares 1,939$70.3K0.01%-258Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472 shares 472$69.7K0.01%newTimeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800$69.5K0.01%newTimeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares; 2026Q1: 549 shares; 2026Q2: 597 shares 597$69.1K0.01%+48Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690$68K0.01%0Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,422 shares 1,422$65.5K0.01%newTimeline
DTCRGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,932 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136$64.9K0.01%0Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446$60.9K0.01%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 365 shares; 2025Q3: 889 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 381 shares 381$59.8K0.01%+16Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721 shares 721$59.2K0.01%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 7,466 shares; 2025Q1: 7,547 shares; 2025Q2: 7,547 shares; 2025Q3: 9,996 shares; 2025Q4: 2,413 shares; 2026Q1: 7,742 shares; 2026Q2: 1,780 shares 1,780$56.4K0.01%-5,962Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 6,001 shares; 2025Q4: 3,702 shares; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884$55.4K0.01%0Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521$53.7K0.01%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81$51.9K0.01%0Timeline
FLQLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656 shares; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656$51.4K0.01%0Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 658 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135$49.4K0.01%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 1,395 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,306 shares; 2026Q2: 1,302 shares 1,302$48K0.01%-4Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991$47.7K0.01%0Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357$46.8K0.01%0Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485$43.2K0.01%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000$39.5K<0.01%newTimeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares 650$36.7K<0.01%newTimeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 325 shares; 2025Q1: 327 shares; 2025Q2: 329 shares; 2025Q3: 330 shares; 2025Q4: 333 shares; 2026Q1: 334 shares; 2026Q2: 336 shares 336$36.6K<0.01%+2Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$36.5K<0.01%0Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$36.4K<0.01%0Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192$35.3K<0.01%0Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296$35.3K<0.01%0Timeline
SARKINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300$35K<0.01%0Timeline
NACPTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574$34.9K<0.01%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260$34.4K<0.01%0Timeline
TANINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537$31.7K<0.01%newTimeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200$31.7K<0.01%newTimeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494 shares 494$31.6K<0.01%newTimeline
LITPSPROTT FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares; 2026Q2: 2,348 shares 2,348$29.3K<0.01%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808$29.2K<0.01%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 500 shares 500$27K<0.01%+333Timeline
ARKQARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200$26.4K<0.01%0Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333$25K<0.01%newTimeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 68 shares 68$24.5K<0.01%newTimeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275 shares 275$23.8K<0.01%newTimeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268$23.5K<0.01%0Timeline
PPAINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: not reported; 2026Q2: 131 shares 131$23.1K<0.01%newTimeline
SUSLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172$22.8K<0.01%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234$20.9K<0.01%newTimeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86 shares 86$19.4K<0.01%newTimeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares; 2026Q2: 461 shares 461$19.2K<0.01%0Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 692 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184$19.1K<0.01%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127$16.7K<0.01%0Timeline
SNPGDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270$16.7K<0.01%0Timeline
XOVRENTREPRENEURSHARES SERIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750$15.8K<0.01%0Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410$15.6K<0.01%0Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137$15K<0.01%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48$14.4K<0.01%newTimeline
PSCTINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150$13.9K<0.01%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 133 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109$13.6K<0.01%0Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33$13K<0.01%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 690 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 137 shares 137$12.3K<0.01%+125Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206$12.1K<0.01%newTimeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101$11.5K<0.01%0Timeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526$10.8K<0.01%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 105 shares 105$10.1K<0.01%+69Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193$9.37K<0.01%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36$9.08K<0.01%0Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84 shares 84$8.78K<0.01%newTimeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51$8.34K<0.01%newTimeline
KBWBINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85 shares 85$7.9K<0.01%newTimeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98$7.5K<0.01%newTimeline
DAPPVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383$7.42K<0.01%newTimeline
IYTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82 shares 82$7.11K<0.01%newTimeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 146 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57$6.9K<0.01%0Timeline
PBWINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162$6.32K<0.01%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121 shares 121$6.15K<0.01%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133 shares 133$6.03K<0.01%newTimeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60$5.81K<0.01%newTimeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49$5.73K<0.01%newTimeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144$4.91K<0.01%0Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81$4.13K<0.01%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20$3.76K<0.01%0Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30$3.43K<0.01%0Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41$3.41K<0.01%newTimeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 112 shares; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: not reported; 2026Q2: 98 shares 98$2.87K<0.01%newTimeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17$2.81K<0.01%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9$2.73K<0.01%newTimeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30$2.57K<0.01%0Timeline
EZETFRANKLIN ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190$2.27K<0.01%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 54 shares; 2025Q2: 48 shares; 2025Q3: 23 shares; 2025Q4: 421 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16$1.58K<0.01%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16$1.53K<0.01%newTimeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44$1.4K<0.01%newTimeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22$1.34K<0.01%0Timeline
IFRAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: not reported; 2026Q2: 20 shares 20$1.26K<0.01%newTimeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8$1.23K<0.01%0Timeline
FUTYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20$1.17K<0.01%newTimeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 36 shares 36$888<0.01%0Timeline
IDRVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20$754<0.01%0Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3$658<0.01%0Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 6 shares 6$496<0.01%+5Timeline
BNDWVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7$480<0.01%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$206<0.01%0Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$134<0.01%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$67<0.01%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 810 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$56<0.01%0Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$55<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOVZISHARES TR74,022$679Kshares
AVUVAMERICAN CENTY ETF TR4,121$455Kshares
DBMFIM GLOBAL PARTNER FUNDS12,144$366Kshares
IQLTISHARES TR2,907$134Kshares
VCITVANGUARD SCOTTSDALE FDS1,143$94.5Kshares
RSPSINVESCO EXCHANGE TRADED FD T780$23Kshares
BILSPDR SERIES TRUST72$6.6Kshares
IMTMISHARES TR92$4.42Kshares
DVYEISHARES INC13$447shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001642160-26-000005 base2026-08-05acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001642160-26-000005 Quarter ended 2026-06-302026-08-05acceptance time not in the bulk data set
13F-HR 0001642160-26-000003 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0001642160-26-000001 Quarter ended 2025-12-312026-01-28acceptance time not in the bulk data set
13F-HR 0001642160-25-000008 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0001642160-25-000007 Quarter ended 2025-06-302025-08-08acceptance time not in the bulk data set
13F-HR 0001642160-25-000003 Quarter ended 2025-03-312025-05-08acceptance time not in the bulk data set
13F-HR 0001642160-25-000002 Quarter ended 2024-12-312025-02-05acceptance time not in the bulk data set
13F-HR 0001642160-24-000006 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001642160-24-000005 Quarter ended 2024-06-302024-08-06acceptance time not in the bulk data set
13F-HR 0001642160-24-000003 Quarter ended 2024-03-312024-05-03acceptance time not in the bulk data set
13F-HR 0001642160-24-000002 Quarter ended 2023-12-312024-02-12acceptance time not in the bulk data set
13F-HR 0001642160-23-000005 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001642160-23-000004 Quarter ended 2023-06-302023-08-08acceptance time not in the bulk data set
13F-HR 0001642160-23-000003 Quarter ended 2023-03-312023-05-04acceptance time not in the bulk data set
13F-HR 0001642160-23-000002 Quarter ended 2022-12-312023-02-06acceptance time not in the bulk data set
13F-HR 0001642160-22-000006 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR/A 0001642160-22-000005 Quarter ended 2022-03-312022-08-23acceptance time not in the bulk data set
13F-HR 0001642160-22-000004 Quarter ended 2022-06-302022-08-04acceptance time not in the bulk data set
13F-HR 0001642160-22-000003 Quarter ended 2022-03-312022-04-14acceptance time not in the bulk data set
13F-HR 0001642160-22-000002 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001642160-21-000005 Quarter ended 2021-09-302021-11-10acceptance time not in the bulk data set
13F-HR 0001642160-21-000004 Quarter ended 2021-06-302021-08-04acceptance time not in the bulk data set
13F-HR 0001642160-21-000003 Quarter ended 2021-03-312021-05-05acceptance time not in the bulk data set
13F-HR 0001642160-21-000002 Quarter ended 2020-12-312021-02-04acceptance time not in the bulk data set
13F-HR 0001642160-20-000005 Quarter ended 2020-09-302020-11-09acceptance time not in the bulk data set
13F-HR 0001642160-20-000004 Quarter ended 2020-06-302020-08-06acceptance time not in the bulk data set
13F-HR 0001642160-20-000003 Quarter ended 2020-03-312020-05-12acceptance time not in the bulk data set
13F-HR 0001642160-20-000002 Quarter ended 2019-12-312020-02-07acceptance time not in the bulk data set
13F-HR 0001642160-19-000006 Quarter ended 2019-09-302019-11-01acceptance time not in the bulk data set
13F-HR 0001642160-19-000005 Quarter ended 2019-06-302019-08-08acceptance time not in the bulk data set
13F-HR 0001642160-19-000004 Quarter ended 2019-03-312019-05-10acceptance time not in the bulk data set
13F-HR 0001642160-19-000003 Quarter ended 2018-12-312019-02-06acceptance time not in the bulk data set
13F-HR 0001642160-18-000005 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0001642160-18-000004 Quarter ended 2018-06-302018-08-09acceptance time not in the bulk data set
13F-HR 0001330463-18-000003 Quarter ended 2018-03-312018-05-01acceptance time not in the bulk data set
13F-HR 0001642160-18-000003 Quarter ended 2017-12-312018-02-06acceptance time not in the bulk data set
13F-HR 0001642160-17-000006 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0001642160-17-000005 Quarter ended 2017-06-302017-08-09acceptance time not in the bulk data set
13F-HR 0001642160-17-000004 Quarter ended 2017-03-312017-05-11acceptance time not in the bulk data set
13F-HR 0001642160-17-000003 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001642160-16-000019 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001642160-16-000018 Quarter ended 2016-06-302016-08-09acceptance time not in the bulk data set
13F-HR 0001642160-16-000017 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0001642160-16-000014 Quarter ended 2015-12-312016-02-04acceptance time not in the bulk data set
13F-HR 0001642160-15-000013 Quarter ended 2015-09-302015-11-06acceptance time not in the bulk data set
13F-HR/A 0001642160-15-000009 Quarter ended 2015-06-302015-08-17acceptance time not in the bulk data set
13F-HR 0001642160-15-000008 Quarter ended 2015-06-302015-07-28acceptance time not in the bulk data set
13F-HR 0001642160-15-000005 Quarter ended 2014-12-312015-05-15acceptance time not in the bulk data set
13F-HR 0001642160-15-000007 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set