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: 76,741 shares; 2024Q4: 74,225 shares; 2025Q1: 73,054 shares; 2025Q2: 72,140 shares; 2025Q3: 70,808 shares; 2025Q4: 67,447 shares; 2026Q1: 130,345 shares; 2026Q2: 65,631 shares 65,631 $24.2M 7.22% -64,714 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,720 shares; 2024Q4: 140,515 shares; 2025Q1: 154,983 shares; 2025Q2: 144,269 shares; 2025Q3: 140,681 shares; 2025Q4: 142,803 shares; 2026Q1: 247,965 shares; 2026Q2: 307,538 shares 307,538 $16.5M 4.93% +59,573 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,572 shares; 2024Q4: 80,886 shares; 2025Q1: 74,153 shares; 2025Q2: 25,883 shares; 2025Q3: 35,808 shares; 2025Q4: 50,497 shares; 2026Q1: 66,324 shares; 2026Q2: 94,801 shares 94,801 $15M 4.49% +28,477 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,027 shares; 2024Q4: 5,556 shares; 2025Q1: 5,531 shares; 2025Q2: 4,178 shares; 2025Q3: 4,185 shares; 2025Q4: 8,388 shares; 2026Q1: 72,566 shares; 2026Q2: 107,216 shares 107,216 $12.6M 3.76% +34,650 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,121 shares; 2024Q4: 37,490 shares; 2025Q1: 31,638 shares; 2025Q2: 31,027 shares; 2025Q3: 30,916 shares; 2025Q4: 61,568 shares; 2026Q1: 50,259 shares; 2026Q2: 60,760 shares 60,760 $11.6M 3.46% +10,501 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,354 shares; 2024Q4: 34,584 shares; 2025Q1: 61,433 shares; 2025Q2: 60,475 shares; 2025Q3: 57,836 shares; 2025Q4: 64,276 shares; 2026Q1: 49,528 shares; 2026Q2: 60,147 shares 60,147 $11.1M 3.33% +10,619 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,523 shares; 2024Q4: 99,861 shares; 2025Q1: 103,436 shares; 2025Q2: 104,383 shares; 2025Q3: 103,451 shares; 2025Q4: 107,214 shares; 2026Q1: 89,845 shares; 2026Q2: 87,412 shares 87,412 $10.1M 3.02% -2,433 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,453 shares; 2024Q4: 153,176 shares; 2025Q1: 118,399 shares; 2025Q2: 120,622 shares; 2025Q3: 101,445 shares; 2025Q4: 105,218 shares; 2026Q1: 107,477 shares; 2026Q2: 139,494 shares 139,494 $9.58M 2.86% +32,017 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 277,756 shares; 2024Q4: 133,646 shares; 2025Q1: 162,303 shares; 2025Q2: 83,171 shares; 2025Q3: 81,909 shares; 2025Q4: 85,506 shares; 2026Q1: 117,921 shares; 2026Q2: 155,178 shares 155,178 $9.26M 2.77% +37,257 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,889 shares; 2024Q4: 103,092 shares; 2025Q1: 104,664 shares; 2025Q2: 103,590 shares; 2025Q3: 101,831 shares; 2025Q4: 206,075 shares; 2026Q1: 184,000 shares; 2026Q2: 176,767 shares 176,767 $8.99M 2.69% -7,233 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,435 shares; 2024Q4: 162,607 shares; 2025Q1: 167,362 shares; 2025Q2: 255,213 shares; 2025Q3: 226,958 shares; 2025Q4: 238,507 shares; 2026Q1: 172,169 shares; 2026Q2: 160,714 shares 160,714 $8.64M 2.58% -11,455 Timeline EWJ ISHARES INC More: the full row for ISHARES 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: 16,622 shares; 2026Q1: 82,685 shares; 2026Q2: 91,145 shares 91,145 $8.5M 2.54% +8,460 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: 45,435 shares; 2024Q4: 45,489 shares; 2025Q1: 45,154 shares; 2025Q2: 43,854 shares; 2025Q3: 39,692 shares; 2025Q4: 38,929 shares; 2026Q1: 37,731 shares; 2026Q2: 38,747 shares 38,747 $8.44M 2.52% +1,016 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,925 shares; 2024Q4: 71,914 shares; 2025Q1: 71,289 shares; 2025Q2: 71,295 shares; 2025Q3: 62,985 shares; 2025Q4: 62,589 shares; 2026Q1: 60,851 shares; 2026Q2: 60,389 shares 60,389 $8.31M 2.48% -462 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,068 shares; 2024Q4: 108,041 shares; 2025Q1: 99,144 shares; 2025Q2: 99,914 shares; 2025Q3: 83,919 shares; 2025Q4: 86,827 shares; 2026Q1: 100,230 shares; 2026Q2: 107,061 shares 107,061 $8.05M 2.4% +6,831 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,384 shares; 2024Q4: 143,244 shares; 2025Q1: 87,899 shares; 2025Q2: 125,368 shares; 2025Q3: 123,369 shares; 2025Q4: 150,542 shares; 2026Q1: 89,366 shares; 2026Q2: 91,471 shares 91,471 $7.6M 2.27% +2,105 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,192 shares; 2024Q4: 29,264 shares; 2025Q1: 29,013 shares; 2025Q2: 28,369 shares; 2025Q3: 25,571 shares; 2025Q4: 25,622 shares; 2026Q1: 12,524 shares; 2026Q2: 69,986 shares 69,986 $7.5M 2.24% +57,462 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,167 shares; 2024Q4: 125,909 shares; 2025Q1: 143,254 shares; 2025Q2: 140,905 shares; 2025Q3: 139,048 shares; 2025Q4: 141,528 shares; 2026Q1: 144,742 shares; 2026Q2: 150,836 shares 150,836 $6.96M 2.08% +6,094 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,388 shares; 2024Q4: 118,223 shares; 2025Q1: 119,320 shares; 2025Q2: 120,049 shares; 2025Q3: 122,960 shares; 2025Q4: 121,398 shares; 2026Q1: 185,802 shares; 2026Q2: 194,226 shares 194,226 $6.92M 2.07% +8,424 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,549 shares; 2026Q1: 122,915 shares; 2026Q2: 137,517 shares 137,517 $6.91M 2.06% +14,602 Timeline GRID 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,659 shares; 2026Q2: 33,567 shares 33,567 $6.44M 1.92% +19,908 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: 701 shares; 2024Q4: 702 shares; 2025Q1: 703 shares; 2025Q2: 704 shares; 2025Q3: 705 shares; 2025Q4: 726 shares; 2026Q1: 738 shares; 2026Q2: 15,527 shares 15,527 $5.79M 1.73% +14,789 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,518 shares; 2024Q4: 75,786 shares; 2025Q1: 76,081 shares; 2025Q2: 76,379 shares; 2025Q3: 76,618 shares; 2025Q4: 76,618 shares; 2026Q1: 152,718 shares; 2026Q2: 73,804 shares 73,804 $5.64M 1.69% -78,914 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,561 shares; 2025Q2: 7,300 shares; 2025Q3: 7,230 shares; 2025Q4: 7,219 shares; 2026Q1: 7,914 shares; 2026Q2: 7,050 shares 7,050 $5.1M 1.52% -864 Timeline NKE NIKE INC More: the full row for NIKE 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: not reported; 2026Q1: 188,120 shares; 2026Q2: 121,660 shares 121,660 $4.99M 1.49% -66,460 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,780 shares; 2025Q2: 35,236 shares; 2025Q3: 34,893 shares; 2025Q4: 34,708 shares; 2026Q1: 42,842 shares; 2026Q2: 78,342 shares 78,342 $4.95M 1.48% +35,500 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,834 shares; 2024Q4: 57,525 shares; 2025Q1: 70,960 shares; 2025Q2: 72,021 shares; 2025Q3: 70,934 shares; 2025Q4: 72,364 shares; 2026Q1: 65,702 shares; 2026Q2: 65,626 shares 65,626 $4.94M 1.48% -76 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP 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: 42,503 shares; 2026Q1: 45,082 shares; 2026Q2: 46,670 shares 46,670 $4.63M 1.38% +1,588 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,859 shares; 2025Q1: 16,838 shares; 2025Q2: 10,462 shares; 2025Q3: 20,095 shares; 2025Q4: 13,164 shares; 2026Q1: 14,692 shares; 2026Q2: 14,637 shares 14,637 $4.4M 1.31% -55 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,524 shares; 2025Q2: 82,596 shares; 2025Q3: 74,610 shares; 2025Q4: 85,655 shares; 2026Q1: 51,354 shares; 2026Q2: 87,351 shares 87,351 $4.31M 1.29% +35,997 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,516 shares; 2024Q4: 55,956 shares; 2025Q1: 57,107 shares; 2025Q2: 46,491 shares; 2025Q3: 46,709 shares; 2025Q4: 116,939 shares; 2026Q1: 80,013 shares; 2026Q2: 79,583 shares 79,583 $4.23M 1.26% -430 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,895 shares; 2026Q2: 68,336 shares 68,336 $4.03M 1.2% +29,441 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,193 shares; 2025Q2: 168,596 shares; 2025Q3: 156,283 shares; 2025Q4: 290,481 shares; 2026Q1: 591,524 shares; 2026Q2: 310,863 shares 310,863 $3.91M 1.17% -280,661 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,550 shares; 2024Q4: 66,893 shares; 2025Q1: 69,852 shares; 2025Q2: 71,295 shares; 2025Q3: 52,694 shares; 2025Q4: 68,546 shares; 2026Q1: 67,586 shares; 2026Q2: 74,110 shares 74,110 $3.9M 1.16% +6,524 Timeline ENFR ALPS ETF TR More: the full row for ALPS 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: 92,645 shares; 2026Q2: 100,117 shares 100,117 $3.81M 1.14% +7,472 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,736 shares; 2024Q4: 186,236 shares; 2025Q1: 185,287 shares; 2025Q2: 184,499 shares; 2025Q3: 138,746 shares; 2025Q4: 138,880 shares; 2026Q1: 136,397 shares; 2026Q2: 135,783 shares 135,783 $3.62M 1.08% -614 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,415 shares; 2024Q4: 161,768 shares; 2025Q1: 161,432 shares; 2025Q2: 158,735 shares; 2025Q3: 157,820 shares; 2025Q4: 158,627 shares; 2026Q1: 158,174 shares; 2026Q2: 167,813 shares 167,813 $3.47M 1.04% +9,639 Timeline XME 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: 51,397 shares; 2024Q4: 51,110 shares; 2025Q1: 52,334 shares; 2025Q2: 52,993 shares; 2025Q3: 51,947 shares; 2025Q4: 38,678 shares; 2026Q1: 30,901 shares; 2026Q2: 32,102 shares 32,102 $3.43M 1.03% +1,201 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: 12,003 shares; 2024Q4: 12,012 shares; 2025Q1: 11,761 shares; 2025Q2: 11,637 shares; 2025Q3: 11,280 shares; 2025Q4: 11,762 shares; 2026Q1: 11,749 shares; 2026Q2: 11,772 shares 11,772 $3.41M 1.02% +23 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,828 shares; 2024Q4: 29,524 shares; 2025Q1: 30,056 shares; 2025Q2: 31,539 shares; 2025Q3: 30,805 shares; 2025Q4: 30,761 shares; 2026Q1: 32,716 shares; 2026Q2: 31,796 shares 31,796 $3.3M 0.99% -920 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 38,375 shares; 2025Q4: 37,355 shares; 2026Q1: 40,680 shares; 2026Q2: 41,726 shares 41,726 $3.09M 0.92% +1,046 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 991 shares; 2025Q4: 935 shares; 2026Q1: 7,443 shares; 2026Q2: 7,483 shares 7,483 $2.97M 0.89% +40 Timeline SRVR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,326 shares; 2026Q2: 81,658 shares 81,658 $2.59M 0.78% +36,332 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,533 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,817 shares; 2026Q2: 64,169 shares 64,169 $2.21M 0.66% +6,352 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,740 shares; 2025Q3: 8,403 shares; 2025Q4: 7,257 shares; 2026Q1: 7,197 shares; 2026Q2: 7,173 shares 7,173 $2.17M 0.65% -24 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,292 shares; 2024Q4: 14,221 shares; 2025Q1: 14,263 shares; 2025Q2: 14,432 shares; 2025Q3: 14,451 shares; 2025Q4: 14,317 shares; 2026Q1: 14,225 shares; 2026Q2: 13,983 shares 13,983 $2.1M 0.63% -242 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,045 shares; 2025Q1: 1,942 shares; 2025Q2: 2,105 shares; 2025Q3: 2,107 shares; 2025Q4: 2,100 shares; 2026Q1: 2,059 shares; 2026Q2: 15,729 shares 15,729 $1.88M 0.56% +13,670 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 4,940 shares; 2025Q1: 4,954 shares; 2025Q2: 4,959 shares; 2025Q3: 4,971 shares; 2025Q4: 4,936 shares; 2026Q1: 4,844 shares; 2026Q2: 4,830 shares 4,830 $1.74M 0.52% -14 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,514 shares; 2024Q4: 5,497 shares; 2025Q1: 5,510 shares; 2025Q2: 5,519 shares; 2025Q3: 5,509 shares; 2025Q4: 5,262 shares; 2026Q1: 5,251 shares; 2026Q2: 5,256 shares 5,256 $1.72M 0.51% +5 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,751 shares; 2024Q4: 8,726 shares; 2025Q1: 8,761 shares; 2025Q2: 7,958 shares; 2025Q3: 7,984 shares; 2025Q4: 8,275 shares; 2026Q1: 7,307 shares; 2026Q2: 6,984 shares 6,984 $1.6M 0.48% -323 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,953 shares; 2024Q4: 11,925 shares; 2025Q1: 11,953 shares; 2025Q2: 12,451 shares; 2025Q3: 12,077 shares; 2025Q4: 11,956 shares; 2026Q1: 11,448 shares; 2026Q2: 11,229 shares 11,229 $1.48M 0.44% -219 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,181 shares; 2024Q4: 2,522 shares; 2025Q1: 2,534 shares; 2025Q2: 3,238 shares; 2025Q3: 3,296 shares; 2025Q4: 3,572 shares; 2026Q1: 5,130 shares; 2026Q2: 6,674 shares 6,674 $1.42M 0.42% +1,544 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 2,175 shares; 2025Q3: 2,176 shares; 2025Q4: 2,176 shares; 2026Q1: 2,114 shares; 2026Q2: 2,089 shares 2,089 $1.34M 0.4% -25 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,202 shares; 2026Q2: 8,590 shares 8,590 $1.07M 0.32% +6,388 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,988 shares; 2024Q4: 8,868 shares; 2025Q1: 9,154 shares; 2025Q2: 8,967 shares; 2025Q3: 8,388 shares; 2025Q4: 8,206 shares; 2026Q1: 8,133 shares; 2026Q2: 8,121 shares 8,121 $920K 0.27% -12 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,733 shares; 2024Q4: 15,753 shares; 2025Q1: 15,775 shares; 2025Q2: 15,793 shares; 2025Q3: 15,721 shares; 2025Q4: 15,738 shares; 2026Q1: 15,758 shares; 2026Q2: 15,775 shares 15,775 $899K 0.27% +17 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,780 shares; 2025Q1: 13,780 shares; 2025Q2: 13,780 shares; 2025Q3: 13,780 shares; 2025Q4: 13,780 shares; 2026Q1: 12,655 shares; 2026Q2: 12,655 shares 12,655 $880K 0.26% 0 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,524 shares; 2025Q2: 100,131 shares; 2025Q3: 98,324 shares; 2025Q4: 98,903 shares; 2026Q1: 45,036 shares; 2026Q2: 40,519 shares 40,519 $748K 0.22% -4,517 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,338 shares; 2024Q4: 9,934 shares; 2025Q1: 9,465 shares; 2025Q2: 9,586 shares; 2025Q3: 9,784 shares; 2025Q4: 9,909 shares; 2026Q1: 7,531 shares; 2026Q2: 7,592 shares 7,592 $733K 0.22% +61 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,966 shares; 2024Q4: 98,386 shares; 2025Q1: 98,877 shares; 2025Q2: 98,337 shares; 2025Q3: 44,866 shares; 2025Q4: 45,749 shares; 2026Q1: 18,052 shares; 2026Q2: 15,502 shares 15,502 $683K 0.2% -2,550 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 2,833 shares; 2025Q4: 8,181 shares; 2026Q1: 8,143 shares; 2026Q2: 8,429 shares 8,429 $668K 0.2% +286 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 4,596 shares; 2025Q1: 4,534 shares; 2025Q2: 4,539 shares; 2025Q3: 4,551 shares; 2025Q4: 4,429 shares; 2026Q1: 4,442 shares; 2026Q2: 4,352 shares 4,352 $662K 0.2% -90 Timeline XCNY SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,601 shares; 2025Q1: 26,601 shares; 2025Q2: 25,937 shares; 2025Q3: 25,937 shares; 2025Q4: 25,937 shares; 2026Q1: 19,530 shares; 2026Q2: 19,530 shares 19,530 $659K 0.2% 0 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: 544 shares; 2024Q4: 537 shares; 2025Q1: 538 shares; 2025Q2: 539 shares; 2025Q3: 543 shares; 2025Q4: 542 shares; 2026Q1: 543 shares; 2026Q2: 540 shares 540 $647K 0.19% -3 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,294 shares; 2024Q4: 9,584 shares; 2025Q1: 9,223 shares; 2025Q2: 9,291 shares; 2025Q3: 9,291 shares; 2025Q4: 8,421 shares; 2026Q1: 8,421 shares; 2026Q2: 8,475 shares 8,475 $580K 0.17% +54 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: 4,870 shares; 2024Q4: 4,874 shares; 2025Q1: 4,891 shares; 2025Q2: 4,928 shares; 2025Q3: 4,896 shares; 2025Q4: 3,369 shares; 2026Q1: 3,482 shares; 2026Q2: 3,280 shares 3,280 $448K 0.13% -202 Timeline TGT TARGET CORP More: the full row for TARGET CORP 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: 2,834 shares; 2025Q4: 3,132 shares; 2026Q1: 3,690 shares; 2026Q2: 3,356 shares 3,356 $438K 0.13% -334 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 5,657 shares; 2025Q1: 5,627 shares; 2025Q2: 5,700 shares; 2025Q3: 5,704 shares; 2025Q4: 5,589 shares; 2026Q1: 4,617 shares; 2026Q2: 4,652 shares 4,652 $412K 0.12% +35 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,388 shares; 2024Q4: 3,419 shares; 2025Q1: 3,455 shares; 2025Q2: 3,497 shares; 2025Q3: 3,545 shares; 2025Q4: 3,542 shares; 2026Q1: 3,586 shares; 2026Q2: 3,628 shares 3,628 $315K 0.09% +42 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,792 shares; 2024Q4: 3,827 shares; 2025Q1: 3,886 shares; 2025Q2: 3,945 shares; 2025Q3: 4,001 shares; 2025Q4: 4,061 shares; 2026Q1: 4,119 shares; 2026Q2: 4,172 shares 4,172 $311K 0.09% +53 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,624 shares; 2025Q1: 4,614 shares; 2025Q2: 3,853 shares; 2025Q3: 3,562 shares; 2025Q4: 3,560 shares; 2026Q1: 3,553 shares; 2026Q2: 3,507 shares 3,507 $304K 0.09% -46 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 9,138 shares; 2025Q1: 9,272 shares; 2025Q2: 9,412 shares; 2025Q3: 9,541 shares; 2025Q4: 9,670 shares; 2026Q1: 9,427 shares; 2026Q2: 9,373 shares 9,373 $276K 0.08% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,513 shares; 2025Q4: 3,696 shares; 2026Q1: 3,536 shares; 2026Q2: 3,540 shares 3,540 $252K 0.08% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 941 shares; 2026Q2: 945 shares 945 $240K 0.07% +4 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 2,106 shares 2,106 $227K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,396 shares; 2025Q1: 2,419 shares; 2025Q2: 2,444 shares; 2025Q3: 1,303 shares; 2025Q4: 1,380 shares; 2026Q1: 1,329 shares; 2026Q2: 1,318 shares 1,318 $218K 0.07% -11 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 520 shares; 2026Q1: not reported; 2026Q2: 518 shares 518 $206K 0.06% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 10,029 shares; 2026Q1: 25,258 shares; 2026Q2: 11,037 shares 11,037 $191K 0.06% -14,221 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,179 shares; 2024Q4: 50,072 shares; 2025Q1: 53,199 shares; 2025Q2: 57,295 shares; 2025Q3: 52,893 shares; 2025Q4: 47,530 shares; 2026Q1: 62,143 shares; 2026Q2: 1,525 shares 1,525 $132K 0.04% -60,618 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508 shares; 2026Q2: 173 shares 173 $127K 0.04% -335 Timeline FXI ISHARES TR More: the full row for ISHARES 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: 6,444 shares; 2026Q2: 45 shares 45 $1.41K <0.01% -6,399 Timeline