NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,260,058 shares; 2023Q2: 1,297,192 shares; 2023Q3: 1,069,567 shares; 2023Q4: 1,632,065 shares; 2024Q1: 1,341,422 shares; 2024Q2: 1,207,966 shares; 2024Q3: 1,375,530 shares; 2024Q4: 1,279,267 shares 1,279,267 $64.6M 13.21% -96,263 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 102,896 shares; 2024Q1: 210,902 shares; 2024Q2: 220,417 shares; 2024Q3: 228,715 shares; 2024Q4: 221,704 shares 221,704 $20.6M 4.2% -7,011 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; 2023Q1: 36,453 shares; 2023Q2: 36,144 shares; 2023Q3: 31,241 shares; 2023Q4: 36,908 shares; 2024Q1: 26,408 shares; 2024Q2: 28,155 shares; 2024Q3: 28,292 shares; 2024Q4: 28,552 shares 28,552 $16.7M 3.42% +260 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; 2023Q1: 42,351 shares; 2023Q2: 40,289 shares; 2023Q3: 35,178 shares; 2023Q4: not reported; 2024Q1: 35,881 shares; 2024Q2: 35,322 shares; 2024Q3: 26,712 shares; 2024Q4: 29,919 shares 29,919 $15.3M 3.13% +3,207 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 83,815 shares; 2023Q2: 156,096 shares; 2023Q3: 168,794 shares; 2023Q4: 158,293 shares; 2024Q1: 127,652 shares; 2024Q2: 151,172 shares; 2024Q3: 153,404 shares; 2024Q4: 152,884 shares 152,884 $13.4M 2.73% -520 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 80,635 shares; 2023Q2: 67,072 shares; 2023Q3: 79,799 shares; 2023Q4: 277,944 shares; 2024Q1: 252,099 shares; 2024Q2: 262,664 shares; 2024Q3: 259,051 shares; 2024Q4: 255,496 shares 255,496 $12.4M 2.54% -3,555 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 930 shares; 2024Q1: 927 shares; 2024Q2: 901 shares; 2024Q3: 33,141 shares; 2024Q4: 35,356 shares 35,356 $10.2M 2.1% +2,215 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,442 shares; 2023Q2: 25,907 shares; 2023Q3: 23,072 shares; 2023Q4: 28,027 shares; 2024Q1: 136,770 shares; 2024Q2: 158,572 shares; 2024Q3: 160,290 shares; 2024Q4: 164,087 shares 164,087 $10.2M 2.09% +3,797 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 37,898 shares; 2023Q2: 38,418 shares; 2023Q3: 34,724 shares; 2023Q4: 45,924 shares; 2024Q1: 45,141 shares; 2024Q2: 45,263 shares; 2024Q3: 45,043 shares; 2024Q4: 45,013 shares 45,013 $9.95M 2.03% -30 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 177,207 shares; 2023Q2: 173,656 shares; 2023Q3: 166,097 shares; 2023Q4: 143,465 shares; 2024Q1: 175,408 shares; 2024Q2: 221,235 shares; 2024Q3: 229,070 shares; 2024Q4: 228,019 shares 228,019 $8.17M 1.67% -1,051 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 187,790 shares; 2023Q2: 185,007 shares; 2023Q3: 189,133 shares; 2023Q4: 86,836 shares; 2024Q1: 142,471 shares; 2024Q2: 155,617 shares; 2024Q3: 164,357 shares; 2024Q4: 334,109 shares 334,109 $8.14M 1.67% +169,752 Timeline FSIG 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 360,434 shares; 2024Q1: 363,331 shares; 2024Q2: 383,537 shares; 2024Q3: 390,092 shares; 2024Q4: 381,299 shares 381,299 $7.2M 1.47% -8,793 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 76,478 shares; 2023Q2: 75,317 shares; 2023Q3: 75,985 shares; 2023Q4: 100,794 shares; 2024Q1: 83,099 shares; 2024Q2: 91,285 shares; 2024Q3: 96,137 shares; 2024Q4: 96,337 shares 96,337 $7.13M 1.46% +200 CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 78,022 shares; 2023Q2: 77,204 shares; 2023Q3: 81,903 shares; 2023Q4: 111,918 shares; 2024Q1: 92,187 shares; 2024Q2: 100,919 shares; 2024Q3: 105,586 shares; 2024Q4: 106,477 shares 106,477 $6.96M 1.42% +891 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; 2023Q1: 57,033 shares; 2023Q2: 56,725 shares; 2023Q3: 58,199 shares; 2023Q4: 50,490 shares; 2024Q1: 54,164 shares; 2024Q2: 60,255 shares; 2024Q3: 59,950 shares; 2024Q4: 58,836 shares 58,836 $6.95M 1.42% -1,114 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 67,329 shares; 2023Q2: 57,286 shares; 2023Q3: 65,248 shares; 2023Q4: 87,747 shares; 2024Q1: 71,110 shares; 2024Q2: 77,914 shares; 2024Q3: 81,208 shares; 2024Q4: 81,366 shares 81,366 $6.91M 1.41% +158 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,891 shares; 2023Q2: 30,240 shares; 2023Q3: 71,368 shares; 2023Q4: 74,868 shares; 2024Q1: 76,047 shares; 2024Q2: 69,158 shares; 2024Q3: 68,997 shares; 2024Q4: 73,107 shares 73,107 $6.76M 1.38% +4,110 Timeline VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 119,934 shares; 2023Q2: 116,993 shares; 2023Q3: 117,706 shares; 2023Q4: 158,045 shares; 2024Q1: 129,391 shares; 2024Q2: 143,767 shares; 2024Q3: 151,135 shares; 2024Q4: 152,739 shares 152,739 $6.39M 1.31% +1,604 VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,863 shares; 2023Q2: 21,432 shares; 2023Q3: 26,912 shares; 2023Q4: 19,036 shares; 2024Q1: 21,212 shares; 2024Q2: 23,068 shares; 2024Q3: 24,198 shares; 2024Q4: 24,080 shares 24,080 $6.11M 1.25% -118 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67,670 shares; 2024Q2: 104,091 shares; 2024Q3: 104,325 shares; 2024Q4: 120,442 shares 120,442 $6.02M 1.23% +16,117 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 57,206 shares; 2023Q2: 54,117 shares; 2023Q3: 53,802 shares; 2023Q4: 94,638 shares; 2024Q1: 43,426 shares; 2024Q2: 55,173 shares; 2024Q3: 56,410 shares; 2024Q4: 59,391 shares 59,391 $5.91M 1.21% +2,981 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 167,676 shares; 2023Q2: 165,219 shares; 2023Q3: 164,409 shares; 2023Q4: 167,633 shares; 2024Q1: 169,349 shares; 2024Q2: 174,146 shares; 2024Q3: 174,637 shares; 2024Q4: 181,297 shares 181,297 $5.83M 1.19% +6,660 Timeline KBWY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 264,075 shares; 2023Q2: 295,262 shares; 2023Q3: 288,724 shares; 2023Q4: 283,831 shares; 2024Q1: 306,718 shares; 2024Q2: 328,692 shares; 2024Q3: 334,325 shares; 2024Q4: 321,151 shares 321,151 $5.75M 1.18% -13,174 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,177 shares; 2023Q2: 47,916 shares; 2023Q3: 49,141 shares; 2023Q4: 66,717 shares; 2024Q1: 67,381 shares; 2024Q2: 67,952 shares; 2024Q3: 67,980 shares; 2024Q4: 73,958 shares 73,958 $5.59M 1.14% +5,978 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,220 shares; 2023Q4: 100,002 shares; 2024Q1: 100,447 shares; 2024Q2: 99,572 shares; 2024Q3: 101,014 shares; 2024Q4: 104,134 shares 104,134 $5.56M 1.14% +3,120 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 83,188 shares; 2023Q2: 71,477 shares; 2023Q3: 82,334 shares; 2023Q4: 141,607 shares; 2024Q1: 92,971 shares; 2024Q2: 94,764 shares; 2024Q3: 110,450 shares; 2024Q4: 108,702 shares 108,702 $5.48M 1.12% -1,748 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 240,586 shares; 2023Q2: 235,940 shares; 2023Q3: 242,461 shares; 2023Q4: 87,996 shares; 2024Q1: 204,203 shares; 2024Q2: 222,314 shares; 2024Q3: 239,622 shares; 2024Q4: 228,593 shares 228,593 $5.47M 1.12% -11,029 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 101,752 shares; 2024Q2: 114,088 shares; 2024Q3: 121,567 shares; 2024Q4: 123,812 shares 123,812 $5.26M 1.07% +2,245 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,450 shares; 2023Q2: 33,130 shares; 2023Q3: 22,919 shares; 2023Q4: 22,525 shares; 2024Q1: 22,458 shares; 2024Q2: 23,103 shares; 2024Q3: 20,590 shares; 2024Q4: 20,564 shares 20,564 $5.15M 1.05% -26 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 34,404 shares; 2024Q2: 55,888 shares; 2024Q3: 55,340 shares; 2024Q4: 51,949 shares 51,949 $4.94M 1.01% -3,391 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; 2023Q1: 109,264 shares; 2023Q2: 110,303 shares; 2023Q3: 119,297 shares; 2023Q4: 122,825 shares; 2024Q1: 138,651 shares; 2024Q2: 149,064 shares; 2024Q3: 158,107 shares; 2024Q4: 156,718 shares 156,718 $4.7M 0.96% -1,389 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,782 shares; 2024Q1: 56,917 shares; 2024Q2: 54,367 shares; 2024Q3: 54,507 shares; 2024Q4: 57,712 shares 57,712 $4.69M 0.96% +3,205 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,424 shares; 2023Q2: 10,519 shares; 2023Q3: 10,193 shares; 2023Q4: 6,658 shares; 2024Q1: 17,647 shares; 2024Q2: 19,654 shares; 2024Q3: 55,588 shares; 2024Q4: 50,340 shares 50,340 $4.33M 0.89% -5,248 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52,940 shares; 2023Q2: 49,585 shares; 2023Q3: 50,933 shares; 2023Q4: 47,990 shares; 2024Q1: 153,942 shares; 2024Q2: 181,430 shares; 2024Q3: 144,643 shares; 2024Q4: 130,890 shares 130,890 $4.2M 0.86% -13,753 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,257 shares; 2023Q2: 47,487 shares; 2023Q3: 46,650 shares; 2023Q4: 47,342 shares; 2024Q1: 55,517 shares; 2024Q2: 58,725 shares; 2024Q3: 56,975 shares; 2024Q4: 56,463 shares 56,463 $4.05M 0.83% -512 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 6,720 shares; 2023Q3: 54,817 shares; 2023Q4: 54,746 shares; 2024Q1: 72,534 shares; 2024Q2: 80,086 shares; 2024Q3: 83,564 shares; 2024Q4: 88,158 shares 88,158 $3.55M 0.73% +4,594 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 95,604 shares; 2024Q3: 97,130 shares; 2024Q4: 103,362 shares 103,362 $3.52M 0.72% +6,232 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; 2023Q1: 3,068 shares; 2023Q2: 1,282 shares; 2023Q3: not reported; 2023Q4: 1,134 shares; 2024Q1: 12,763 shares; 2024Q2: 16,324 shares; 2024Q3: 16,364 shares; 2024Q4: 15,148 shares 15,148 $3.52M 0.72% -1,216 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,822 shares; 2023Q2: 8,303 shares; 2023Q3: 6,571 shares; 2023Q4: 6,497 shares; 2024Q1: 7,822 shares; 2024Q2: 7,669 shares; 2024Q3: 10,076 shares; 2024Q4: 10,562 shares 10,562 $3.46M 0.71% +486 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; 2023Q1: 46,684 shares; 2023Q2: 44,887 shares; 2023Q3: 47,137 shares; 2023Q4: 26,546 shares; 2024Q1: 14,106 shares; 2024Q2: 13,683 shares; 2024Q3: 13,243 shares; 2024Q4: 13,256 shares 13,256 $3.21M 0.66% +13 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,099 shares; 2023Q2: 18,788 shares; 2023Q3: 14,620 shares; 2023Q4: 14,484 shares; 2024Q1: 16,769 shares; 2024Q2: 16,760 shares; 2024Q3: 15,659 shares; 2024Q4: 14,898 shares 14,898 $3.16M 0.65% -761 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,261 shares; 2024Q2: 40,088 shares; 2024Q3: 39,375 shares; 2024Q4: 36,458 shares 36,458 $3.12M 0.64% -2,917 Timeline FDN 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,962 shares; 2024Q2: 13,399 shares; 2024Q3: 13,297 shares; 2024Q4: 12,831 shares 12,831 $3.12M 0.64% -466 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,040 shares; 2023Q2: 5,838 shares; 2023Q3: 5,106 shares; 2023Q4: 4,920 shares; 2024Q1: 4,959 shares; 2024Q2: 4,582 shares; 2024Q3: 17,882 shares; 2024Q4: 16,785 shares 16,785 $3.07M 0.63% -1,097 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,194 shares; 2023Q4: 23,768 shares; 2024Q1: 24,527 shares; 2024Q2: 18,711 shares; 2024Q3: 18,551 shares; 2024Q4: 17,468 shares 17,468 $3.06M 0.63% -1,083 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,791 shares; 2023Q2: 11,650 shares; 2023Q3: 9,786 shares; 2023Q4: 10,036 shares; 2024Q1: 11,640 shares; 2024Q2: 11,671 shares; 2024Q3: 12,834 shares; 2024Q4: 12,347 shares 12,347 $3.05M 0.62% -487 Timeline HYLS 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 47,336 shares; 2024Q1: 47,976 shares; 2024Q2: 50,499 shares; 2024Q3: 51,436 shares; 2024Q4: 72,808 shares 72,808 $3.01M 0.62% +21,372 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 25,128 shares; 2023Q2: 25,273 shares; 2023Q3: 41,320 shares; 2023Q4: 47,347 shares; 2024Q1: 47,128 shares; 2024Q2: 52,581 shares; 2024Q3: 56,329 shares; 2024Q4: 52,895 shares 52,895 $2.99M 0.61% -3,434 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,322 shares; 2023Q2: 5,223 shares; 2023Q3: 4,615 shares; 2023Q4: 4,486 shares; 2024Q1: 4,894 shares; 2024Q2: 4,919 shares; 2024Q3: 5,597 shares; 2024Q4: 5,676 shares 5,676 $2.95M 0.6% +79 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,276 shares; 2023Q4: 9,324 shares; 2024Q1: 10,668 shares; 2024Q2: 11,507 shares; 2024Q3: 12,127 shares; 2024Q4: 11,763 shares 11,763 $2.93M 0.6% -364 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 37,733 shares; 2023Q2: 37,033 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,772 shares; 2024Q2: 23,776 shares; 2024Q3: 24,301 shares; 2024Q4: 28,681 shares 28,681 $2.93M 0.6% +4,380 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39,554 shares; 2023Q2: 41,934 shares; 2023Q3: 43,288 shares; 2023Q4: 40,199 shares; 2024Q1: 38,609 shares; 2024Q2: 40,182 shares; 2024Q3: 41,578 shares; 2024Q4: 123,527 shares 123,527 $2.8M 0.57% +81,949 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51,868 shares; 2024Q3: 55,069 shares; 2024Q4: 114,319 shares 114,319 $2.78M 0.57% +59,250 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,303 shares; 2024Q2: 51,520 shares; 2024Q3: 55,856 shares; 2024Q4: 54,296 shares 54,296 $2.76M 0.56% -1,560 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77,071 shares; 2024Q3: 81,454 shares; 2024Q4: 85,319 shares 85,319 $2.68M 0.55% +3,865 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34,869 shares; 2023Q2: 34,250 shares; 2023Q3: 37,648 shares; 2023Q4: 26,830 shares; 2024Q1: 91,830 shares; 2024Q2: 35,638 shares; 2024Q3: 34,204 shares; 2024Q4: 34,479 shares 34,479 $2.61M 0.53% +275 Timeline FTGS 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,380 shares; 2024Q3: 81,404 shares; 2024Q4: 81,504 shares 81,504 $2.56M 0.52% +100 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,915 shares; 2024Q4: 3,973 shares 3,973 $2.53M 0.52% +58 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,406 shares; 2023Q4: 7,964 shares; 2024Q1: 9,153 shares; 2024Q2: 9,988 shares; 2024Q3: 12,439 shares; 2024Q4: 11,616 shares 11,616 $2.43M 0.5% -823 Timeline FTLS 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; 2023Q1: 29,707 shares; 2023Q2: 30,095 shares; 2023Q3: 30,344 shares; 2023Q4: 30,530 shares; 2024Q1: 31,979 shares; 2024Q2: 32,689 shares; 2024Q3: 33,627 shares; 2024Q4: 35,389 shares 35,389 $2.33M 0.48% +1,762 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 73,324 shares; 2023Q2: 70,800 shares; 2023Q3: 70,659 shares; 2023Q4: 61,860 shares; 2024Q1: 58,050 shares; 2024Q2: 64,777 shares; 2024Q3: 64,926 shares; 2024Q4: 67,441 shares 67,441 $2.32M 0.47% +2,515 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 71,538 shares; 2023Q2: 69,513 shares; 2023Q3: 67,921 shares; 2023Q4: 69,732 shares; 2024Q1: 63,431 shares; 2024Q2: 59,800 shares; 2024Q3: 60,221 shares; 2024Q4: 123,960 shares 123,960 $2.29M 0.47% +63,739 Timeline FXN 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; 2023Q1: 143,013 shares; 2023Q2: 143,202 shares; 2023Q3: 144,533 shares; 2023Q4: 124,982 shares; 2024Q1: 120,421 shares; 2024Q2: 132,409 shares; 2024Q3: 135,611 shares; 2024Q4: 137,939 shares 137,939 $2.25M 0.46% +2,328 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,878 shares; 2024Q1: 14,269 shares; 2024Q2: 18,332 shares; 2024Q3: 22,884 shares; 2024Q4: 42,496 shares 42,496 $2.24M 0.46% +19,612 Timeline SKYY 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,429 shares; 2024Q4: 18,780 shares 18,780 $2.24M 0.46% +5,351 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,076 shares; 2024Q2: 27,031 shares; 2024Q3: 17,575 shares; 2024Q4: 15,107 shares 15,107 $2.2M 0.45% -2,468 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,418 shares; 2024Q4: 16,099 shares 16,099 $2.18M 0.44% +681 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,462 shares; 2024Q2: 6,304 shares; 2024Q3: 6,220 shares; 2024Q4: 7,540 shares 7,540 $2.17M 0.44% +1,320 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,751 shares; 2024Q1: 51,698 shares; 2024Q2: 54,946 shares; 2024Q3: 53,802 shares; 2024Q4: 39,559 shares 39,559 $2.08M 0.43% -14,243 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,600 shares; 2024Q2: 25,907 shares; 2024Q3: 25,745 shares; 2024Q4: 27,318 shares 27,318 $2.03M 0.42% +1,573 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; 2023Q1: 5,378 shares; 2023Q2: 5,377 shares; 2023Q3: 4,999 shares; 2023Q4: 5,349 shares; 2024Q1: 4,973 shares; 2024Q2: 4,938 shares; 2024Q3: 4,930 shares; 2024Q4: 4,908 shares 4,908 $2.01M 0.41% -22 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,072 shares 30,072 $2.01M 0.41% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,492 shares; 2023Q2: 4,427 shares; 2023Q3: 4,399 shares; 2023Q4: 4,260 shares; 2024Q1: 4,251 shares; 2024Q2: 3,872 shares; 2024Q3: 3,658 shares; 2024Q4: 3,632 shares 3,632 $1.96M 0.4% -26 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,059 shares; 2024Q2: 17,305 shares; 2024Q3: 16,490 shares; 2024Q4: 15,931 shares 15,931 $1.9M 0.39% -559 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 114,482 shares; 2023Q2: 111,268 shares; 2023Q3: 108,663 shares; 2023Q4: 124,626 shares; 2024Q1: 63,087 shares; 2024Q2: 64,874 shares; 2024Q3: 66,554 shares; 2024Q4: 82,788 shares 82,788 $1.9M 0.39% +16,234 Timeline FBT 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; 2023Q1: not reported; 2023Q2: 9,028 shares; 2023Q3: 10,384 shares; 2023Q4: not reported; 2024Q1: 11,321 shares; 2024Q2: 12,762 shares; 2024Q3: 8,553 shares; 2024Q4: 11,211 shares 11,211 $1.86M 0.38% +2,658 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,390 shares; 2024Q2: 25,749 shares; 2024Q3: 16,545 shares; 2024Q4: 14,363 shares 14,363 $1.82M 0.37% -2,182 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 23,255 shares; 2023Q2: 24,537 shares; 2023Q3: 23,821 shares; 2023Q4: 19,599 shares; 2024Q1: 19,932 shares; 2024Q2: 21,234 shares; 2024Q3: 19,389 shares; 2024Q4: 21,584 shares 21,584 $1.75M 0.36% +2,195 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41,812 shares; 2024Q2: 46,850 shares; 2024Q3: 45,873 shares; 2024Q4: 42,872 shares 42,872 $1.74M 0.36% -3,001 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 39,425 shares; 2024Q1: 35,424 shares; 2024Q2: 36,731 shares; 2024Q3: 39,625 shares; 2024Q4: 37,459 shares 37,459 $1.65M 0.34% -2,166 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,550 shares 30,550 $1.55M 0.32% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,990 shares 15,990 $1.54M 0.32% new Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 30,404 shares; 2023Q3: 34,216 shares; 2023Q4: 33,221 shares; 2024Q1: 39,385 shares; 2024Q2: 46,837 shares; 2024Q3: 53,173 shares; 2024Q4: 55,547 shares 55,547 $1.54M 0.31% +2,374 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 36,970 shares; 2024Q2: 43,579 shares; 2024Q3: 48,327 shares; 2024Q4: 53,368 shares 53,368 $1.53M 0.31% +5,041 Timeline PINK 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 112,947 shares; 2023Q4: 114,755 shares; 2024Q1: 109,641 shares; 2024Q2: 71,878 shares; 2024Q3: 65,823 shares; 2024Q4: 51,323 shares 51,323 $1.52M 0.31% -14,500 Timeline FMF 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; 2023Q1: 31,333 shares; 2023Q2: 32,257 shares; 2023Q3: 32,892 shares; 2023Q4: 32,978 shares; 2024Q1: 33,024 shares; 2024Q2: 33,001 shares; 2024Q3: 32,853 shares; 2024Q4: 31,102 shares 31,102 $1.48M 0.3% -1,751 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,201 shares; 2024Q2: 25,457 shares; 2024Q3: 16,106 shares; 2024Q4: 14,131 shares 14,131 $1.37M 0.28% -1,975 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; 2023Q1: 44,570 shares; 2023Q2: 53,801 shares; 2023Q3: 52,567 shares; 2023Q4: 52,893 shares; 2024Q1: 38,876 shares; 2024Q2: 34,901 shares; 2024Q3: 36,220 shares; 2024Q4: 33,155 shares 33,155 $1.34M 0.27% -3,065 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; 2023Q1: 7,947 shares; 2023Q2: 7,562 shares; 2023Q3: 8,006 shares; 2023Q4: 8,753 shares; 2024Q1: 7,777 shares; 2024Q2: 7,720 shares; 2024Q3: 7,807 shares; 2024Q4: 7,772 shares 7,772 $1.32M 0.27% -35 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,552 shares; 2023Q2: 4,560 shares; 2023Q3: 4,552 shares; 2023Q4: 4,564 shares; 2024Q1: 4,571 shares; 2024Q2: 4,543 shares; 2024Q3: 4,520 shares; 2024Q4: 4,471 shares 4,471 $1.25M 0.26% -49 Timeline FIW 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; 2023Q1: 13,695 shares; 2023Q2: 13,814 shares; 2023Q3: 13,508 shares; 2023Q4: 13,996 shares; 2024Q1: 13,442 shares; 2024Q2: 12,977 shares; 2024Q3: 12,955 shares; 2024Q4: 12,265 shares 12,265 $1.25M 0.26% -690 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; 2023Q1: 1,250 shares; 2023Q2: 1,108 shares; 2023Q3: 2,137 shares; 2023Q4: 2,144 shares; 2024Q1: 2,044 shares; 2024Q2: 2,046 shares; 2024Q3: 2,123 shares; 2024Q4: 2,030 shares 2,030 $1.19M 0.24% -93 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,419 shares 21,419 $1.16M 0.24% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,219 shares; 2023Q2: 9,373 shares; 2023Q3: 9,843 shares; 2023Q4: 10,117 shares; 2024Q1: 9,927 shares; 2024Q2: 11,117 shares; 2024Q3: 12,102 shares; 2024Q4: 12,582 shares 12,582 $1.12M 0.23% +480 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,822 shares; 2024Q2: 18,685 shares; 2024Q3: 21,313 shares; 2024Q4: 22,637 shares 22,637 $1.12M 0.23% +1,324 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,288 shares; 2023Q2: 44,061 shares; 2023Q3: 42,431 shares; 2023Q4: 42,952 shares; 2024Q1: 40,855 shares; 2024Q2: 40,417 shares; 2024Q3: 43,522 shares; 2024Q4: 44,141 shares 44,141 $1.11M 0.23% +619 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,256 shares; 2024Q1: 9,387 shares; 2024Q2: 11,027 shares; 2024Q3: 12,368 shares; 2024Q4: 15,201 shares 15,201 $1.05M 0.21% +2,833 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 68,056 shares; 2024Q1: 63,781 shares; 2024Q2: 52,632 shares; 2024Q3: 50,987 shares; 2024Q4: 50,053 shares 50,053 $972K 0.2% -934 Timeline DTRE 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; 2023Q1: 39,668 shares; 2023Q2: 40,276 shares; 2023Q3: 40,686 shares; 2023Q4: 42,158 shares; 2024Q1: 32,453 shares; 2024Q2: 36,040 shares; 2024Q3: 37,260 shares; 2024Q4: 24,335 shares 24,335 $916K 0.19% -12,925 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,482 shares; 2023Q2: 37,791 shares; 2023Q3: 41,655 shares; 2023Q4: 13,327 shares; 2024Q1: 14,865 shares; 2024Q2: 11,271 shares; 2024Q3: 11,362 shares; 2024Q4: 7,691 shares 7,691 $889K 0.18% -3,671 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,773 shares; 2023Q2: 8,474 shares; 2023Q3: 5,048 shares; 2023Q4: 5,176 shares; 2024Q1: 5,206 shares; 2024Q2: 5,276 shares; 2024Q3: 5,306 shares; 2024Q4: 5,296 shares 5,296 $888K 0.18% -10 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,397 shares; 2023Q2: 5,365 shares; 2023Q3: 2,672 shares; 2023Q4: 2,245 shares; 2024Q1: 2,295 shares; 2024Q2: 2,239 shares; 2024Q3: 2,186 shares; 2024Q4: 2,085 shares 2,085 $879K 0.18% -101 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,105 shares; 2024Q2: 7,559 shares; 2024Q3: 4,503 shares; 2024Q4: 3,869 shares 3,869 $868K 0.18% -634 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,097 shares; 2023Q2: 16,296 shares; 2023Q3: 17,552 shares; 2023Q4: 16,422 shares; 2024Q1: 9,602 shares; 2024Q2: 8,120 shares; 2024Q3: 7,775 shares; 2024Q4: 7,289 shares 7,289 $800K 0.16% -486 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,165 shares; 2023Q2: 7,168 shares; 2023Q3: 7,460 shares; 2023Q4: 7,504 shares; 2024Q1: 7,898 shares; 2024Q2: 7,904 shares; 2024Q3: 7,916 shares; 2024Q4: 7,840 shares 7,840 $796K 0.16% -76 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,761 shares; 2023Q2: 4,109 shares; 2023Q3: 4,132 shares; 2023Q4: 4,321 shares; 2024Q1: 3,747 shares; 2024Q2: 3,682 shares; 2024Q3: 3,718 shares; 2024Q4: 3,750 shares 3,750 $743K 0.15% +32 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,874 shares; 2024Q1: 16,680 shares; 2024Q2: 16,894 shares; 2024Q3: 25,757 shares; 2024Q4: 12,328 shares 12,328 $737K 0.15% -13,429 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,862 shares; 2024Q2: 32,776 shares; 2024Q3: 34,716 shares; 2024Q4: 11,564 shares 11,564 $734K 0.15% -23,152 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,940 shares; 2023Q2: 5,859 shares; 2023Q3: 5,859 shares; 2023Q4: 5,432 shares; 2024Q1: 5,444 shares; 2024Q2: 5,459 shares; 2024Q3: 5,478 shares; 2024Q4: 5,494 shares 5,494 $716K 0.15% +16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,116 shares; 2023Q2: 6,902 shares; 2023Q3: 4,816 shares; 2023Q4: 4,783 shares; 2024Q1: 4,769 shares; 2024Q2: 4,838 shares; 2024Q3: 4,871 shares; 2024Q4: 4,872 shares 4,872 $705K 0.14% +1 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,468 shares; 2023Q2: 20,412 shares; 2023Q3: 18,807 shares; 2023Q4: 16,775 shares; 2024Q1: 21,151 shares; 2024Q2: 22,646 shares; 2024Q3: 6,107 shares; 2024Q4: 5,638 shares 5,638 $638K 0.13% -469 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,573 shares; 2023Q2: 9,630 shares; 2023Q3: 8,095 shares; 2023Q4: 8,018 shares; 2024Q1: 8,283 shares; 2024Q2: 8,248 shares; 2024Q3: 2,300 shares; 2024Q4: 1,869 shares 1,869 $635K 0.13% -431 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,823 shares; 2023Q2: 4,790 shares; 2023Q3: 3,594 shares; 2023Q4: 2,555 shares; 2024Q1: 2,382 shares; 2024Q2: 2,445 shares; 2024Q3: 2,455 shares; 2024Q4: 2,322 shares 2,322 $613K 0.13% -133 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,980 shares; 2023Q2: 6,811 shares; 2023Q3: 8,457 shares; 2023Q4: 7,081 shares; 2024Q1: 7,144 shares; 2024Q2: 6,703 shares; 2024Q3: 6,632 shares; 2024Q4: 6,553 shares 6,553 $584K 0.12% -79 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,316 shares; 2023Q2: 5,261 shares; 2023Q3: 5,261 shares; 2023Q4: 5,303 shares; 2024Q1: 5,322 shares; 2024Q2: 5,326 shares; 2024Q3: 5,319 shares; 2024Q4: 5,346 shares 5,346 $581K 0.12% +27 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,634 shares; 2024Q2: 32,667 shares; 2024Q3: 21,460 shares; 2024Q4: 10,258 shares 10,258 $569K 0.12% -11,202 Timeline FIIG 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,256 shares 25,256 $516K 0.11% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,182 shares; 2023Q2: 2,190 shares; 2023Q3: 2,197 shares; 2023Q4: 2,205 shares; 2024Q1: 2,212 shares; 2024Q2: 2,218 shares; 2024Q3: 2,224 shares; 2024Q4: 2,230 shares 2,230 $449K 0.09% +6 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 454,068 shares; 2023Q2: 14,539 shares; 2023Q3: 14,227 shares; 2023Q4: 14,227 shares; 2024Q1: 14,227 shares; 2024Q2: 14,227 shares; 2024Q3: 14,227 shares; 2024Q4: 14,227 shares 14,227 $419K 0.09% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,912 shares; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares 3,912 $415K 0.08% 0 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,412 shares; 2023Q2: 20,335 shares; 2023Q3: 17,773 shares; 2023Q4: 17,659 shares; 2024Q1: 17,652 shares; 2024Q2: 17,652 shares; 2024Q3: 17,652 shares; 2024Q4: 17,652 shares 17,652 $408K 0.08% 0 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; 2023Q1: 2,179 shares; 2023Q2: 1,816 shares; 2023Q3: 1,725 shares; 2023Q4: 1,620 shares; 2024Q1: 1,486 shares; 2024Q2: 1,988 shares; 2024Q3: 1,833 shares; 2024Q4: 1,779 shares 1,779 $390K 0.08% -54 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,378 shares; 2023Q2: 6,207 shares; 2023Q3: 5,915 shares; 2023Q4: 5,604 shares; 2024Q1: 5,466 shares; 2024Q2: 5,466 shares; 2024Q3: 4,903 shares; 2024Q4: 4,913 shares 4,913 $371K 0.08% +10 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,337 shares; 2023Q3: 1,713 shares; 2023Q4: 1,349 shares; 2024Q1: 4,050 shares; 2024Q2: 4,050 shares; 2024Q3: 4,050 shares; 2024Q4: 4,081 shares 4,081 $369K 0.08% +31 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; 2023Q1: 3,154 shares; 2023Q2: 3,126 shares; 2023Q3: 3,294 shares; 2023Q4: 3,096 shares; 2024Q1: 2,893 shares; 2024Q2: 1,519 shares; 2024Q3: 1,510 shares; 2024Q4: 1,519 shares 1,519 $365K 0.07% +9 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,755 shares; 2023Q4: 1,675 shares; 2024Q1: 1,593 shares; 2024Q2: 1,597 shares; 2024Q3: 1,604 shares; 2024Q4: 1,611 shares 1,611 $354K 0.07% +7 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 159,868 shares; 2023Q2: 113,335 shares; 2023Q3: 115,416 shares; 2023Q4: 60,781 shares; 2024Q1: 57,477 shares; 2024Q2: 10,871 shares; 2024Q3: 7,561 shares; 2024Q4: 6,896 shares 6,896 $351K 0.07% -665 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,313 shares; 2024Q3: 1,388 shares; 2024Q4: 1,413 shares 1,413 $342K 0.07% +25 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,602 shares; 2024Q3: 3,917 shares; 2024Q4: 11,866 shares 11,866 $324K 0.07% +7,949 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,516 shares 13,516 $315K 0.06% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,728 shares; 2024Q2: 11,682 shares; 2024Q3: 13,390 shares; 2024Q4: 3,340 shares 3,340 $305K 0.06% -10,050 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 873 shares; 2023Q2: 817 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,154 shares; 2024Q3: 2,107 shares; 2024Q4: 2,115 shares 2,115 $284K 0.06% +8 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 34,424 shares; 2023Q3: 74,076 shares; 2023Q4: 78,347 shares; 2024Q1: 91,848 shares; 2024Q2: 70,755 shares; 2024Q3: 10,382 shares; 2024Q4: 7,501 shares 7,501 $279K 0.06% -2,881 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,397 shares; 2024Q4: 6,335 shares 6,335 $278K 0.06% -62 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,730 shares; 2024Q2: 1,745 shares; 2024Q3: 1,707 shares; 2024Q4: 1,623 shares 1,623 $274K 0.06% -84 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,810 shares; 2023Q2: 2,787 shares; 2023Q3: 2,818 shares; 2023Q4: 2,818 shares; 2024Q1: 2,832 shares; 2024Q2: 2,845 shares; 2024Q3: 2,880 shares; 2024Q4: 2,924 shares 2,924 $271K 0.06% +44 Timeline FEMB 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; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,376 shares; 2024Q4: 9,519 shares 9,519 $247K 0.05% -8,857 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; 2023Q1: not reported; 2023Q2: 2,137 shares; 2023Q3: 516 shares; 2023Q4: 439 shares; 2024Q1: 434 shares; 2024Q2: 436 shares; 2024Q3: 412 shares; 2024Q4: 397 shares 397 $247K 0.05% -15 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,751 shares; 2024Q3: 2,668 shares; 2024Q4: 2,715 shares 2,715 $246K 0.05% +47 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,086 shares; 2023Q2: 3,938 shares; 2023Q3: 3,691 shares; 2023Q4: 3,716 shares; 2024Q1: 2,957 shares; 2024Q2: 3,022 shares; 2024Q3: 2,498 shares; 2024Q4: 2,515 shares 2,515 $244K 0.05% +17 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,200 shares; 2023Q2: 3,200 shares; 2023Q3: 3,125 shares; 2023Q4: 3,125 shares; 2024Q1: 3,125 shares; 2024Q2: 3,125 shares; 2024Q3: 3,125 shares; 2024Q4: 3,125 shares 3,125 $243K 0.05% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,560 shares; 2023Q4: not reported; 2024Q1: 3,890 shares; 2024Q2: 3,792 shares; 2024Q3: 3,742 shares; 2024Q4: 3,874 shares 3,874 $238K 0.05% +132 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,847 shares; 2024Q2: not reported; 2024Q3: 5,286 shares; 2024Q4: 5,591 shares 5,591 $234K 0.05% +305 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,137 shares; 2023Q2: 6,146 shares; 2023Q3: not reported; 2023Q4: 2,067 shares; 2024Q1: 2,212 shares; 2024Q2: 2,310 shares; 2024Q3: 2,385 shares; 2024Q4: 2,311 shares 2,311 $230K 0.05% -74 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,683 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,428 shares; 2024Q2: 1,439 shares; 2024Q3: 1,439 shares; 2024Q4: 1,450 shares 1,450 $225K 0.05% +11 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 64,962 shares; 2023Q2: 23,519 shares; 2023Q3: 23,759 shares; 2023Q4: 23,783 shares; 2024Q1: 23,732 shares; 2024Q2: 2,436 shares; 2024Q3: 2,282 shares; 2024Q4: 1,999 shares 1,999 $220K 0.05% -283 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,667 shares 2,667 $216K 0.04% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,160 shares; 2023Q2: 9,743 shares; 2023Q3: not reported; 2023Q4: 8,712 shares; 2024Q1: 6,666 shares; 2024Q2: 6,586 shares; 2024Q3: 6,413 shares; 2024Q4: 7,882 shares 7,882 $215K 0.04% +1,469 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,317 shares 8,317 $212K 0.04% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,988 shares; 2024Q4: 5,988 shares 5,988 $207K 0.04% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,898 shares; 2023Q4: 2,383 shares; 2024Q1: 3,071 shares; 2024Q2: 3,238 shares; 2024Q3: 3,226 shares; 2024Q4: 2,939 shares 2,939 $202K 0.04% -287 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 12,500 shares 12,500 $64.1K 0.01% +2,500 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 11,200 shares; 2023Q3: 12,845 shares; 2023Q4: 11,587 shares; 2024Q1: 10,587 shares; 2024Q2: 10,587 shares; 2024Q3: 10,587 shares; 2024Q4: 11,717 shares 11,717 $44.3K 0.01% +1,130 Timeline