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; 2024Q3: 358,977 shares; 2024Q4: 57,126 shares; 2025Q1: 58,314 shares; 2025Q2: 502,516 shares; 2025Q3: 515,911 shares; 2025Q4: 508,051 shares; 2026Q1: 508,547 shares; 2026Q2: 506,920 shares 506,920 $25M 11.45% -1,627 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; 2024Q3: 215,202 shares; 2024Q4: 223,600 shares; 2025Q1: 233,618 shares; 2025Q2: 249,878 shares; 2025Q3: 253,007 shares; 2025Q4: 246,045 shares; 2026Q1: 251,586 shares; 2026Q2: 247,065 shares 247,065 $24.3M 11.12% -4,521 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; 2024Q3: 524,865 shares; 2024Q4: 564,490 shares; 2025Q1: 574,078 shares; 2025Q2: 631,499 shares; 2025Q3: 661,367 shares; 2025Q4: 669,077 shares; 2026Q1: 672,863 shares; 2026Q2: 647,006 shares 647,006 $22.4M 10.27% -25,857 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; 2024Q3: 861,929 shares; 2024Q4: 795,640 shares; 2025Q1: 816,249 shares; 2025Q2: 799,723 shares; 2025Q3: 841,468 shares; 2025Q4: 835,254 shares; 2026Q1: 835,729 shares; 2026Q2: 859,472 shares 859,472 $19.2M 8.78% +23,743 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; 2024Q3: 362,305 shares; 2024Q4: 382,010 shares; 2025Q1: 392,406 shares; 2025Q2: 425,787 shares; 2025Q3: 439,373 shares; 2025Q4: 382,257 shares; 2026Q1: 389,628 shares; 2026Q2: 387,263 shares 387,263 $18.3M 8.38% -2,365 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; 2024Q3: 56,361 shares; 2024Q4: 46,787 shares; 2025Q1: 48,159 shares; 2025Q2: 53,201 shares; 2025Q3: 55,776 shares; 2025Q4: 76,894 shares; 2026Q1: 78,140 shares; 2026Q2: 78,103 shares 78,103 $17M 7.8% -37 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,550 shares; 2025Q2: 488,907 shares; 2025Q3: 517,395 shares; 2025Q4: 521,504 shares; 2026Q1: 523,944 shares; 2026Q2: 511,035 shares 511,035 $16.8M 7.73% -12,909 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; 2024Q3: 144,691 shares; 2024Q4: 117,468 shares; 2025Q1: 119,538 shares; 2025Q2: 120,966 shares; 2025Q3: 129,451 shares; 2025Q4: 128,613 shares; 2026Q1: 128,401 shares; 2026Q2: 161,344 shares 161,344 $11.8M 5.43% +32,943 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly 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: 93,822 shares; 2026Q1: 94,728 shares; 2026Q2: 143,079 shares 143,079 $11.1M 5.07% +48,351 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; 2024Q3: 23,378 shares; 2024Q4: 24,098 shares; 2025Q1: 24,427 shares; 2025Q2: 25,599 shares; 2025Q3: 25,994 shares; 2025Q4: 18,282 shares; 2026Q1: 18,663 shares; 2026Q2: 112,089 shares 112,089 $9.66M 4.43% +93,426 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; 2024Q3: not reported; 2024Q4: 280,955 shares; 2025Q1: 298,896 shares; 2025Q2: 312,403 shares; 2025Q3: 350,095 shares; 2025Q4: 316,602 shares; 2026Q1: 316,978 shares; 2026Q2: 323,673 shares 323,673 $8.85M 4.06% +6,695 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; 2024Q3: 239,659 shares; 2024Q4: 233,771 shares; 2025Q1: 235,179 shares; 2025Q2: 222,738 shares; 2025Q3: 240,113 shares; 2025Q4: 253,095 shares; 2026Q1: 255,841 shares; 2026Q2: 268,794 shares 268,794 $7.8M 3.58% +12,953 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; 2024Q3: not reported; 2024Q4: 73,755 shares; 2025Q1: 74,808 shares; 2025Q2: 82,758 shares; 2025Q3: 82,222 shares; 2025Q4: 72,582 shares; 2026Q1: 100,373 shares; 2026Q2: 104,517 shares 104,517 $2.87M 1.32% +4,144 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,008 shares; 2025Q1: 17,008 shares; 2025Q2: 29,698 shares; 2025Q3: 30,378 shares; 2025Q4: 36,919 shares; 2026Q1: 45,588 shares; 2026Q2: 51,227 shares 51,227 $1.86M 0.85% +5,639 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; 2024Q3: 21,921 shares; 2024Q4: 24,309 shares; 2025Q1: 22,619 shares; 2025Q2: 16,276 shares; 2025Q3: 16,580 shares; 2025Q4: 19,930 shares; 2026Q1: 23,817 shares; 2026Q2: 28,215 shares 28,215 $1.59M 0.73% +4,398 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly 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: 23,187 shares; 2026Q1: 23,291 shares; 2026Q2: 23,650 shares 23,650 $1.19M 0.55% +359 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; 2024Q3: 8,441 shares; 2024Q4: 8,452 shares; 2025Q1: 8,463 shares; 2025Q2: 8,475 shares; 2025Q3: 8,486 shares; 2025Q4: 8,496 shares; 2026Q1: 8,504 shares; 2026Q2: 8,512 shares 8,512 $1.16M 0.53% +8 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,180 shares; 2024Q4: 23,259 shares; 2025Q1: 23,562 shares; 2025Q2: 23,842 shares; 2025Q3: 12,043 shares; 2025Q4: 12,152 shares; 2026Q1: 12,254 shares; 2026Q2: 9,344 shares 9,344 $1.13M 0.52% -2,910 Timeline CGHM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,402 shares; 2026Q2: 43,628 shares 43,628 $1.13M 0.52% +226 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; 2024Q3: 27,579 shares; 2024Q4: 22,763 shares; 2025Q1: 22,847 shares; 2025Q2: 16,542 shares; 2025Q3: 16,612 shares; 2025Q4: 22,479 shares; 2026Q1: 22,557 shares; 2026Q2: 22,417 shares 22,417 $1.08M 0.5% -140 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; 2024Q3: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 849 shares; 2025Q3: 826 shares; 2025Q4: 846 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $1.02M 0.47% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 2,633 shares; 2025Q1: 2,727 shares; 2025Q2: 2,773 shares; 2025Q3: 2,775 shares; 2025Q4: 2,778 shares; 2026Q1: 2,639 shares; 2026Q2: 2,641 shares 2,641 $985K 0.45% +2 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 3,293 shares; 2025Q1: 3,295 shares; 2025Q2: 3,261 shares; 2025Q3: 3,263 shares; 2025Q4: 3,264 shares; 2026Q1: 3,393 shares; 2026Q2: 3,394 shares 3,394 $982K 0.45% +1 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,341 shares; 2024Q4: 5,661 shares; 2025Q1: 5,613 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,697 shares; 2026Q1: 4,697 shares; 2026Q2: 4,697 shares 4,697 $940K 0.43% 0 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; 2024Q3: not reported; 2024Q4: 507,767 shares; 2025Q1: 520,663 shares; 2025Q2: 15,439 shares; 2025Q3: 15,984 shares; 2025Q4: 19,873 shares; 2026Q1: 25,062 shares; 2026Q2: 25,155 shares 25,155 $826K 0.38% +93 Timeline FMB 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; 2024Q3: 64,206 shares; 2024Q4: 49,764 shares; 2025Q1: 50,094 shares; 2025Q2: 52,125 shares; 2025Q3: 51,874 shares; 2025Q4: 13,887 shares; 2026Q1: 13,968 shares; 2026Q2: 14,050 shares 14,050 $722K 0.33% +82 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,193 shares; 2026Q2: 13,248 shares 13,248 $697K 0.32% +55 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; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $599K 0.27% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,456 shares; 2024Q4: 1,471 shares; 2025Q1: 1,486 shares; 2025Q2: 1,501 shares; 2025Q3: 1,517 shares; 2025Q4: 1,534 shares; 2026Q1: 1,552 shares; 2026Q2: 1,566 shares 1,566 $499K 0.23% +14 Timeline FTHI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,800 shares; 2025Q3: 41,800 shares; 2025Q4: 41,800 shares; 2026Q1: 41,800 shares; 2026Q2: 20,900 shares 20,900 $498K 0.23% -20,900 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,991 shares; 2024Q4: 19,260 shares; 2025Q1: 14,186 shares; 2025Q2: 14,918 shares; 2025Q3: 14,767 shares; 2025Q4: 3,246 shares; 2026Q1: 4,433 shares; 2026Q2: 4,458 shares 4,458 $475K 0.22% +25 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; 2024Q3: 8,520 shares; 2024Q4: 8,664 shares; 2025Q1: 8,690 shares; 2025Q2: 4,493 shares; 2025Q3: 5,466 shares; 2025Q4: 5,565 shares; 2026Q1: 5,571 shares; 2026Q2: 5,424 shares 5,424 $464K 0.21% -147 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; 2024Q3: not reported; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,276 shares; 2026Q1: 12,026 shares; 2026Q2: 12,026 shares 12,026 $450K 0.21% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,182 shares; 2024Q4: 22,350 shares; 2025Q1: 22,548 shares; 2025Q2: 22,745 shares; 2025Q3: 22,911 shares; 2025Q4: 23,068 shares; 2026Q1: 23,240 shares; 2026Q2: 23,403 shares 23,403 $447K 0.2% +163 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 993 shares; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $375K 0.17% 0 Timeline JSMD 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 3,526 shares; 2025Q4: 3,531 shares; 2026Q1: 3,536 shares; 2026Q2: 3,539 shares 3,539 $358K 0.16% +3 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,064 shares; 2024Q4: 3,075 shares; 2025Q1: 3,085 shares; 2025Q2: 3,094 shares; 2025Q3: 3,104 shares; 2025Q4: 3,117 shares; 2026Q1: 3,125 shares; 2026Q2: 3,134 shares 3,134 $346K 0.16% +9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,462 shares; 2025Q1: 1,470 shares; 2025Q2: 1,314 shares; 2025Q3: 1,322 shares; 2025Q4: 1,329 shares; 2026Q1: 1,332 shares; 2026Q2: 1,334 shares 1,334 $339K 0.16% +2 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly 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: 911 shares; 2026Q1: 886 shares; 2026Q2: 886 shares 886 $317K 0.15% 0 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,210 shares; 2024Q4: 7,269 shares; 2025Q1: 7,358 shares; 2025Q2: 7,371 shares; 2025Q3: 7,450 shares; 2025Q4: 7,450 shares; 2026Q1: 7,635 shares; 2026Q2: 7,642 shares 7,642 $307K 0.14% +7 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; 2024Q3: 3,814 shares; 2024Q4: not reported; 2025Q1: 4,028 shares; 2025Q2: 4,059 shares; 2025Q3: 4,079 shares; 2025Q4: 4,147 shares; 2026Q1: 4,154 shares; 2026Q2: 4,176 shares 4,176 $298K 0.14% +22 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; 2024Q3: 6,210 shares; 2024Q4: 6,238 shares; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 4,960 shares; 2025Q4: 4,985 shares; 2026Q1: 4,995 shares; 2026Q2: 5,005 shares 5,005 $289K 0.13% +10 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,158 shares; 2025Q4: 6,229 shares; 2026Q1: 6,229 shares; 2026Q2: 6,229 shares 6,229 $264K 0.12% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,615 shares 1,615 $255K 0.12% new 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; 2024Q3: not reported; 2024Q4: 1,049 shares; 2025Q1: not reported; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: 1,049 shares; 2026Q2: 1,049 shares 1,049 $250K 0.11% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 870 shares; 2025Q3: 876 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $248K 0.11% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,418 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,420 shares; 2025Q4: 1,421 shares; 2026Q1: 1,422 shares; 2026Q2: 1,423 shares 1,423 $237K 0.11% +1 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; 2024Q3: 412 shares; 2024Q4: 413 shares; 2025Q1: 414 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $233K 0.11% 0 Timeline FPEI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,488 shares 10,488 $202K 0.09% new Timeline