VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 218,225 shares; 2025Q1: 199,115 shares; 2025Q2: 199,115 shares; 2025Q3: 199,115 shares 199,115 $122M 14.39% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790,499 shares; 2025Q1: 971,169 shares; 2025Q2: 1,813,759 shares; 2025Q3: 1,813,759 shares 1,813,759 $119M 14.06% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,768 shares; 2025Q1: 171,633 shares; 2025Q2: 161,923 shares; 2025Q3: 161,923 shares 161,923 $108M 12.72% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 845,027 shares; 2025Q1: 845,027 shares; 2025Q2: 845,027 shares; 2025Q3: 845,027 shares 845,027 $83.8M 9.88% 0 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,967,492 shares; 2025Q1: 2,967,492 shares; 2025Q2: 2,967,492 shares; 2025Q3: 2,967,492 shares 2,967,492 $65M 7.66% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 328,428 shares; 2025Q1: 328,428 shares; 2025Q2: 328,428 shares; 2025Q3: 328,428 shares 328,428 $62.3M 7.35% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556,709 shares; 2025Q1: 685,189 shares; 2025Q2: 685,189 shares; 2025Q3: 685,189 shares 685,189 $59.9M 7.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 613,480 shares; 2025Q1: 702,100 shares; 2025Q2: 802,765 shares; 2025Q3: 802,765 shares 802,765 $49.8M 5.87% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 487,736 shares; 2025Q1: 241,436 shares; 2025Q2: 241,436 shares; 2025Q3: 479,036 shares 479,036 $40.3M 4.75% +237,600 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,231,447 shares; 2025Q1: 1,231,447 shares; 2025Q2: 1,231,447 shares; 2025Q3: 1,231,447 shares 1,231,447 $36.5M 4.31% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 200,033 shares; 2025Q1: 200,033 shares; 2025Q2: 200,033 shares; 2025Q3: 200,033 shares 200,033 $28.2M 3.33% 0 Timeline BBJP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384,185 shares; 2025Q1: 384,185 shares; 2025Q2: 384,185 shares; 2025Q3: 384,185 shares 384,185 $25.7M 3.03% 0 Timeline JIRE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,980 shares; 2025Q1: 322,180 shares; 2025Q2: 322,180 shares; 2025Q3: 322,180 shares 322,180 $23.7M 2.8% 0 Timeline MOTI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 314,273 shares; 2025Q1: 314,273 shares; 2025Q2: 314,273 shares; 2025Q3: 314,273 shares 314,273 $11.7M 1.38% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279,090 shares; 2025Q1: 279,090 shares; 2025Q2: 279,090 shares; 2025Q3: 279,090 shares 279,090 $7.36M 0.87% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,825 shares; 2025Q1: 97,825 shares; 2025Q2: 97,825 shares; 2025Q3: 97,825 shares 97,825 $4.6M 0.54% 0 Timeline