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; 2022Q3: restricted; 2022Q4: restricted; 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 1,207,966 $60.8M 12.83% -133,456 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 102,896 shares; 2024Q1: 210,902 shares; 2024Q2: 220,417 shares 220,417 $19.1M 4.03% +9,515 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 42,351 shares; 2023Q2: 40,289 shares; 2023Q3: 35,178 shares; 2023Q4: not reported; 2024Q1: 35,881 shares; 2024Q2: 35,322 shares 35,322 $16.9M 3.57% -559 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 36,453 shares; 2023Q2: 36,144 shares; 2023Q3: 31,241 shares; 2023Q4: 36,908 shares; 2024Q1: 26,408 shares; 2024Q2: 28,155 shares 28,155 $15.3M 3.23% +1,747 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83,815 shares; 2023Q2: 156,096 shares; 2023Q3: 168,794 shares; 2023Q4: 158,293 shares; 2024Q1: 127,652 shares; 2024Q2: 151,172 shares 151,172 $13.9M 2.93% +23,520 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80,635 shares; 2023Q2: 67,072 shares; 2023Q3: 79,799 shares; 2023Q4: 277,944 shares; 2024Q1: 252,099 shares; 2024Q2: 262,664 shares 262,664 $12.6M 2.66% +10,565 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,442 shares; 2023Q2: 25,907 shares; 2023Q3: 23,072 shares; 2023Q4: 28,027 shares; 2024Q1: 136,770 shares; 2024Q2: 158,572 shares 158,572 $9.28M 1.96% +21,802 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,898 shares; 2023Q2: 38,418 shares; 2023Q3: 34,724 shares; 2023Q4: 45,924 shares; 2024Q1: 45,141 shares; 2024Q2: 45,263 shares 45,263 $9.18M 1.94% +122 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 187,790 shares; 2023Q2: 185,007 shares; 2023Q3: 189,133 shares; 2023Q4: 86,836 shares; 2024Q1: 142,471 shares; 2024Q2: 155,617 shares 155,617 $7.51M 1.59% +13,146 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 177,207 shares; 2023Q2: 173,656 shares; 2023Q3: 166,097 shares; 2023Q4: 143,465 shares; 2024Q1: 175,408 shares; 2024Q2: 221,235 shares 221,235 $7.38M 1.56% +45,827 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 360,434 shares; 2024Q1: 363,331 shares; 2024Q2: 383,537 shares 383,537 $7.19M 1.52% +20,206 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,891 shares; 2023Q2: 30,240 shares; 2023Q3: 71,368 shares; 2023Q4: 74,868 shares; 2024Q1: 76,047 shares; 2024Q2: 69,158 shares 69,158 $6.48M 1.37% -6,889 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 67,329 shares; 2023Q2: 57,286 shares; 2023Q3: 65,248 shares; 2023Q4: 87,747 shares; 2024Q1: 71,110 shares; 2024Q2: 77,914 shares 77,914 $6.18M 1.3% +6,804 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 78,022 shares; 2023Q2: 77,204 shares; 2023Q3: 81,903 shares; 2023Q4: 111,918 shares; 2024Q1: 92,187 shares; 2024Q2: 100,919 shares 100,919 $6.16M 1.3% +8,732 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76,478 shares; 2023Q2: 75,317 shares; 2023Q3: 75,985 shares; 2023Q4: 100,794 shares; 2024Q1: 83,099 shares; 2024Q2: 91,285 shares 91,285 $6.16M 1.3% +8,186 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,863 shares; 2023Q2: 21,432 shares; 2023Q3: 26,912 shares; 2023Q4: 19,036 shares; 2024Q1: 21,212 shares; 2024Q2: 23,068 shares 23,068 $6.14M 1.29% +1,856 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119,934 shares; 2023Q2: 116,993 shares; 2023Q3: 117,706 shares; 2023Q4: 158,045 shares; 2024Q1: 129,391 shares; 2024Q2: 143,767 shares 143,767 $6.04M 1.28% +14,376 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,033 shares; 2023Q2: 56,725 shares; 2023Q3: 58,199 shares; 2023Q4: 50,490 shares; 2024Q1: 54,164 shares; 2024Q2: 60,255 shares 60,255 $6.02M 1.27% +6,091 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 264,075 shares; 2023Q2: 295,262 shares; 2023Q3: 288,724 shares; 2023Q4: 283,831 shares; 2024Q1: 306,718 shares; 2024Q2: 328,692 shares 328,692 $5.86M 1.24% +21,974 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52,940 shares; 2023Q2: 49,585 shares; 2023Q3: 50,933 shares; 2023Q4: 47,990 shares; 2024Q1: 153,942 shares; 2024Q2: 181,430 shares 181,430 $5.37M 1.13% +27,488 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,177 shares; 2023Q2: 47,916 shares; 2023Q3: 49,141 shares; 2023Q4: 66,717 shares; 2024Q1: 67,381 shares; 2024Q2: 67,952 shares 67,952 $5.32M 1.12% +571 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 240,586 shares; 2023Q2: 235,940 shares; 2023Q3: 242,461 shares; 2023Q4: 87,996 shares; 2024Q1: 204,203 shares; 2024Q2: 222,314 shares 222,314 $5.32M 1.12% +18,111 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 57,206 shares; 2023Q2: 54,117 shares; 2023Q3: 53,802 shares; 2023Q4: 94,638 shares; 2024Q1: 43,426 shares; 2024Q2: 55,173 shares 55,173 $5.3M 1.12% +11,747 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 167,676 shares; 2023Q2: 165,219 shares; 2023Q3: 164,409 shares; 2023Q4: 167,633 shares; 2024Q1: 169,349 shares; 2024Q2: 174,146 shares 174,146 $5.28M 1.11% +4,797 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 129,091 shares 129,091 $5.23M 1.1% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,220 shares; 2023Q4: 100,002 shares; 2024Q1: 100,447 shares; 2024Q2: 99,572 shares 99,572 $5.07M 1.07% -875 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 34,404 shares; 2024Q2: 55,888 shares 55,888 $4.89M 1.03% +21,484 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,450 shares; 2023Q2: 33,130 shares; 2023Q3: 22,919 shares; 2023Q4: 22,525 shares; 2024Q1: 22,458 shares; 2024Q2: 23,103 shares 23,103 $4.87M 1.03% +645 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 101,752 shares; 2024Q2: 114,088 shares 114,088 $4.86M 1.03% +12,336 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83,188 shares; 2023Q2: 71,477 shares; 2023Q3: 82,334 shares; 2023Q4: 141,607 shares; 2024Q1: 92,971 shares; 2024Q2: 94,764 shares 94,764 $4.78M 1.01% +1,793 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 67,670 shares; 2024Q2: 104,091 shares 104,091 $4.76M 1% +36,421 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 17,782 shares; 2024Q1: 56,917 shares; 2024Q2: 54,367 shares 54,367 $4.35M 0.92% -2,550 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 109,264 shares; 2023Q2: 110,303 shares; 2023Q3: 119,297 shares; 2023Q4: 122,825 shares; 2024Q1: 138,651 shares; 2024Q2: 149,064 shares 149,064 $4.08M 0.86% +10,413 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,257 shares; 2023Q2: 47,487 shares; 2023Q3: 46,650 shares; 2023Q4: 47,342 shares; 2024Q1: 55,517 shares; 2024Q2: 58,725 shares 58,725 $4.07M 0.86% +3,208 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,068 shares; 2023Q2: 1,282 shares; 2023Q3: not reported; 2023Q4: 1,134 shares; 2024Q1: 12,763 shares; 2024Q2: 16,324 shares 16,324 $3.69M 0.78% +3,561 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,261 shares; 2024Q2: 40,088 shares 40,088 $3.65M 0.77% +35,827 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,076 shares; 2024Q2: 27,031 shares 27,031 $3.57M 0.75% +10,955 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,040 shares; 2023Q2: 5,838 shares; 2023Q3: 5,106 shares; 2023Q4: 4,920 shares; 2024Q1: 4,959 shares; 2024Q2: 4,582 shares 4,582 $3.21M 0.68% -377 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,099 shares; 2023Q2: 18,788 shares; 2023Q3: 14,620 shares; 2023Q4: 14,484 shares; 2024Q1: 16,769 shares; 2024Q2: 16,760 shares 16,760 $3.12M 0.66% -9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 23,194 shares; 2023Q4: 23,768 shares; 2024Q1: 24,527 shares; 2024Q2: 18,711 shares 18,711 $3.07M 0.65% -5,816 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,751 shares; 2024Q1: 51,698 shares; 2024Q2: 54,946 shares 54,946 $3.06M 0.65% +3,248 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,720 shares; 2023Q3: 54,817 shares; 2023Q4: 54,746 shares; 2024Q1: 72,534 shares; 2024Q2: 80,086 shares 80,086 $2.99M 0.63% +7,552 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 34,424 shares; 2023Q3: 74,076 shares; 2023Q4: 78,347 shares; 2024Q1: 91,848 shares; 2024Q2: 70,755 shares 70,755 $2.96M 0.62% -21,093 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 95,604 shares 95,604 $2.96M 0.62% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,684 shares; 2023Q2: 44,887 shares; 2023Q3: 47,137 shares; 2023Q4: 26,546 shares; 2024Q1: 14,106 shares; 2024Q2: 13,683 shares 13,683 $2.94M 0.62% -423 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,390 shares; 2024Q2: 25,749 shares 25,749 $2.91M 0.61% +10,359 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 25,128 shares; 2023Q2: 25,273 shares; 2023Q3: 41,320 shares; 2023Q4: 47,347 shares; 2024Q1: 47,128 shares; 2024Q2: 52,581 shares 52,581 $2.87M 0.6% +5,453 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,322 shares; 2023Q2: 5,223 shares; 2023Q3: 4,615 shares; 2023Q4: 4,486 shares; 2024Q1: 4,894 shares; 2024Q2: 4,919 shares 4,919 $2.77M 0.58% +25 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,962 shares; 2024Q2: 13,399 shares 13,399 $2.75M 0.58% -563 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,468 shares; 2023Q2: 20,412 shares; 2023Q3: 18,807 shares; 2023Q4: 16,775 shares; 2024Q1: 21,151 shares; 2024Q2: 22,646 shares 22,646 $2.61M 0.55% +1,495 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,791 shares; 2023Q2: 11,650 shares; 2023Q3: 9,786 shares; 2023Q4: 10,036 shares; 2024Q1: 11,640 shares; 2024Q2: 11,671 shares 11,671 $2.57M 0.54% +31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,276 shares; 2023Q4: 9,324 shares; 2024Q1: 10,668 shares; 2024Q2: 11,507 shares 11,507 $2.57M 0.54% +839 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 51,868 shares 51,868 $2.53M 0.53% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 77,071 shares 77,071 $2.53M 0.53% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,554 shares; 2023Q2: 41,934 shares; 2023Q3: 43,288 shares; 2023Q4: 40,199 shares; 2024Q1: 38,609 shares; 2024Q2: 40,182 shares 40,182 $2.53M 0.53% +1,573 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,822 shares; 2023Q2: 8,303 shares; 2023Q3: 6,571 shares; 2023Q4: 6,497 shares; 2024Q1: 7,822 shares; 2024Q2: 7,669 shares 7,669 $2.53M 0.53% -153 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,573 shares; 2023Q2: 9,630 shares; 2023Q3: 8,095 shares; 2023Q4: 8,018 shares; 2024Q1: 8,283 shares; 2024Q2: 8,248 shares 8,248 $2.46M 0.52% -35 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,887 shares; 2024Q2: 19,949 shares 19,949 $2.43M 0.51% +17,062 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,869 shares; 2023Q2: 34,250 shares; 2023Q3: 37,648 shares; 2023Q4: 26,830 shares; 2024Q1: 91,830 shares; 2024Q2: 35,638 shares 35,638 $2.43M 0.51% -56,192 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 143,013 shares; 2023Q2: 143,202 shares; 2023Q3: 144,533 shares; 2023Q4: 124,982 shares; 2024Q1: 120,421 shares; 2024Q2: 132,409 shares 132,409 $2.41M 0.51% +11,988 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,406 shares; 2023Q4: 7,964 shares; 2024Q1: 9,153 shares; 2024Q2: 9,988 shares 9,988 $2.32M 0.49% +835 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 73,324 shares; 2023Q2: 70,800 shares; 2023Q3: 70,659 shares; 2023Q4: 61,860 shares; 2024Q1: 58,050 shares; 2024Q2: 64,777 shares 64,777 $2.3M 0.49% +6,727 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71,538 shares; 2023Q2: 69,513 shares; 2023Q3: 67,921 shares; 2023Q4: 69,732 shares; 2024Q1: 63,431 shares; 2024Q2: 59,800 shares 59,800 $2.3M 0.48% -3,631 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 112,947 shares; 2023Q4: 114,755 shares; 2024Q1: 109,641 shares; 2024Q2: 71,878 shares 71,878 $2.26M 0.48% -37,763 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,862 shares; 2024Q2: 32,776 shares 32,776 $2.19M 0.46% +4,914 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,201 shares; 2024Q2: 25,457 shares 25,457 $2.18M 0.46% +2,256 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24,399 shares; 2024Q2: 26,302 shares 26,302 $2.13M 0.45% +1,903 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 37,733 shares; 2023Q2: 37,033 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 21,772 shares; 2024Q2: 23,776 shares 23,776 $2.13M 0.45% +2,004 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 47,336 shares; 2024Q1: 47,976 shares; 2024Q2: 50,499 shares 50,499 $2.05M 0.43% +2,523 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,707 shares; 2023Q2: 30,095 shares; 2023Q3: 30,344 shares; 2023Q4: 30,530 shares; 2024Q1: 31,979 shares; 2024Q2: 32,689 shares 32,689 $2.05M 0.43% +710 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,059 shares; 2024Q2: 17,305 shares 17,305 $2M 0.42% -754 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 9,028 shares; 2023Q3: 10,384 shares; 2023Q4: not reported; 2024Q1: 11,321 shares; 2024Q2: 12,762 shares 12,762 $1.97M 0.41% +1,441 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,492 shares; 2023Q2: 4,427 shares; 2023Q3: 4,399 shares; 2023Q4: 4,260 shares; 2024Q1: 4,251 shares; 2024Q2: 3,872 shares 3,872 $1.94M 0.41% -379 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 30,634 shares; 2024Q2: 32,667 shares 32,667 $1.93M 0.41% +2,033 Timeline ROBT 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,670 shares; 2023Q2: 34,530 shares; 2023Q3: 35,059 shares; 2023Q4: 37,723 shares; 2024Q1: 42,372 shares; 2024Q2: 44,363 shares 44,363 $1.88M 0.4% +1,991 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,424 shares; 2023Q2: 10,519 shares; 2023Q3: 10,193 shares; 2023Q4: 6,658 shares; 2024Q1: 17,647 shares; 2024Q2: 19,654 shares 19,654 $1.88M 0.4% +2,007 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,378 shares; 2023Q2: 5,377 shares; 2023Q3: 4,999 shares; 2023Q4: 5,349 shares; 2024Q1: 4,973 shares; 2024Q2: 4,938 shares 4,938 $1.85M 0.39% -35 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41,812 shares; 2024Q2: 46,850 shares 46,850 $1.8M 0.38% +5,038 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,910 shares; 2024Q2: 17,657 shares 17,657 $1.78M 0.38% +4,747 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 28,303 shares; 2024Q2: 51,520 shares 51,520 $1.68M 0.36% +23,217 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,600 shares; 2024Q2: 25,907 shares 25,907 $1.68M 0.35% -693 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,462 shares; 2024Q2: 6,304 shares 6,304 $1.65M 0.35% +1,842 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 23,255 shares; 2023Q2: 24,537 shares; 2023Q3: 23,821 shares; 2023Q4: 19,599 shares; 2024Q1: 19,932 shares; 2024Q2: 21,234 shares 21,234 $1.63M 0.34% +1,302 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 31,333 shares; 2023Q2: 32,257 shares; 2023Q3: 32,892 shares; 2023Q4: 32,978 shares; 2024Q1: 33,024 shares; 2024Q2: 33,001 shares 33,001 $1.61M 0.34% -23 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 39,425 shares; 2024Q1: 35,424 shares; 2024Q2: 36,731 shares 36,731 $1.6M 0.34% +1,307 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115,146 shares; 2023Q2: 140,961 shares; 2023Q3: 130,963 shares; 2023Q4: 148,721 shares; 2024Q1: 119,935 shares; 2024Q2: 134,959 shares 134,959 $1.56M 0.33% +15,024 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 114,482 shares; 2023Q2: 111,268 shares; 2023Q3: 108,663 shares; 2023Q4: 124,626 shares; 2024Q1: 63,087 shares; 2024Q2: 64,874 shares 64,874 $1.52M 0.32% +1,787 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,239 shares; 2023Q2: 70,990 shares; 2023Q3: 73,005 shares; 2023Q4: 96,097 shares; 2024Q1: 96,713 shares; 2024Q2: 111,855 shares 111,855 $1.49M 0.31% +15,142 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,668 shares; 2023Q2: 40,276 shares; 2023Q3: 40,686 shares; 2023Q4: 42,158 shares; 2024Q1: 32,453 shares; 2024Q2: 36,040 shares 36,040 $1.38M 0.29% +3,587 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,105 shares; 2024Q2: 7,559 shares 7,559 $1.38M 0.29% +5,454 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,712 shares; 2023Q2: 43,854 shares; 2023Q3: 49,796 shares; 2023Q4: 43,746 shares; 2024Q1: 31,489 shares; 2024Q2: 35,277 shares 35,277 $1.31M 0.28% +3,788 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,378 shares; 2023Q2: 59,580 shares; 2023Q3: 60,428 shares; 2023Q4: 59,648 shares; 2024Q1: 44,676 shares; 2024Q2: 41,080 shares 41,080 $1.3M 0.28% -3,596 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,482 shares; 2023Q2: 37,791 shares; 2023Q3: 41,655 shares; 2023Q4: 13,327 shares; 2024Q1: 14,865 shares; 2024Q2: 11,271 shares 11,271 $1.3M 0.27% -3,594 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,695 shares; 2023Q2: 13,814 shares; 2023Q3: 13,508 shares; 2023Q4: 13,996 shares; 2024Q1: 13,442 shares; 2024Q2: 12,977 shares 12,977 $1.3M 0.27% -465 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44,570 shares; 2023Q2: 53,801 shares; 2023Q3: 52,567 shares; 2023Q4: 52,893 shares; 2024Q1: 38,876 shares; 2024Q2: 34,901 shares 34,901 $1.29M 0.27% -3,975 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 33,807 shares; 2023Q3: 58,946 shares; 2023Q4: 48,377 shares; 2024Q1: 48,556 shares; 2024Q2: 38,155 shares 38,155 $1.29M 0.27% -10,401 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 30,404 shares; 2023Q3: 34,216 shares; 2023Q4: 33,221 shares; 2024Q1: 39,385 shares; 2024Q2: 46,837 shares 46,837 $1.27M 0.27% +7,452 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 41,380 shares 41,380 $1.26M 0.27% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,947 shares; 2023Q2: 7,562 shares; 2023Q3: 8,006 shares; 2023Q4: 8,753 shares; 2024Q1: 7,777 shares; 2024Q2: 7,720 shares 7,720 $1.24M 0.26% -57 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 36,970 shares; 2024Q2: 43,579 shares 43,579 $1.23M 0.26% +6,609 Timeline SCJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,501 shares; 2024Q2: 16,473 shares 16,473 $1.17M 0.25% +11,972 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,552 shares; 2023Q2: 4,560 shares; 2023Q3: 4,552 shares; 2023Q4: 4,564 shares; 2024Q1: 4,571 shares; 2024Q2: 4,543 shares 4,543 $1.14M 0.24% -28 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,728 shares; 2024Q2: 11,682 shares 11,682 $1.07M 0.23% +1,954 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,250 shares; 2023Q2: 1,108 shares; 2023Q3: 2,137 shares; 2023Q4: 2,144 shares; 2024Q1: 2,044 shares; 2024Q2: 2,046 shares 2,046 $1.03M 0.22% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 68,056 shares; 2024Q1: 63,781 shares; 2024Q2: 52,632 shares 52,632 $1.02M 0.21% -11,149 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,288 shares; 2023Q2: 44,061 shares; 2023Q3: 42,431 shares; 2023Q4: 42,952 shares; 2024Q1: 40,855 shares; 2024Q2: 40,417 shares 40,417 $1.02M 0.21% -438 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,874 shares; 2024Q1: 16,680 shares; 2024Q2: 16,894 shares 16,894 $1.01M 0.21% +214 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,397 shares; 2023Q2: 5,365 shares; 2023Q3: 2,672 shares; 2023Q4: 2,245 shares; 2024Q1: 2,295 shares; 2024Q2: 2,239 shares 2,239 $1M 0.21% -56 Timeline FTSL 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,882 shares 21,882 $1M 0.21% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,878 shares; 2024Q1: 14,269 shares; 2024Q2: 18,332 shares 18,332 $970K 0.2% +4,063 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,219 shares; 2023Q2: 9,373 shares; 2023Q3: 9,843 shares; 2023Q4: 10,117 shares; 2024Q1: 9,927 shares; 2024Q2: 11,117 shares 11,117 $931K 0.2% +1,190 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,773 shares; 2023Q2: 8,474 shares; 2023Q3: 5,048 shares; 2023Q4: 5,176 shares; 2024Q1: 5,206 shares; 2024Q2: 5,276 shares 5,276 $870K 0.18% +70 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,097 shares; 2023Q2: 16,296 shares; 2023Q3: 17,552 shares; 2023Q4: 16,422 shares; 2024Q1: 9,602 shares; 2024Q2: 8,120 shares 8,120 $836K 0.18% -1,482 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18,822 shares; 2024Q2: 18,685 shares 18,685 $821K 0.17% -137 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,165 shares; 2023Q2: 7,168 shares; 2023Q3: 7,460 shares; 2023Q4: 7,504 shares; 2024Q1: 7,898 shares; 2024Q2: 7,904 shares 7,904 $731K 0.15% +6 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,116 shares; 2023Q2: 6,902 shares; 2023Q3: 4,816 shares; 2023Q4: 4,783 shares; 2024Q1: 4,769 shares; 2024Q2: 4,838 shares 4,838 $707K 0.15% +69 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,256 shares; 2024Q1: 9,387 shares; 2024Q2: 11,027 shares 11,027 $706K 0.15% +1,640 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,761 shares; 2023Q2: 4,109 shares; 2023Q3: 4,132 shares; 2023Q4: 4,321 shares; 2024Q1: 3,747 shares; 2024Q2: 3,682 shares 3,682 $672K 0.14% -65 Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 251,513 shares; 2023Q2: 236,130 shares; 2023Q3: 231,459 shares; 2023Q4: 186,799 shares; 2024Q1: 166,965 shares; 2024Q2: 58,468 shares 58,468 $667K 0.14% -108,497 IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,940 shares; 2023Q2: 5,859 shares; 2023Q3: 5,859 shares; 2023Q4: 5,432 shares; 2024Q1: 5,444 shares; 2024Q2: 5,459 shares 5,459 $622K 0.13% +15 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,823 shares; 2023Q2: 4,790 shares; 2023Q3: 3,594 shares; 2023Q4: 2,555 shares; 2024Q1: 2,382 shares; 2024Q2: 2,445 shares 2,445 $592K 0.12% +63 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 159,868 shares; 2023Q2: 113,335 shares; 2023Q3: 115,416 shares; 2023Q4: 60,781 shares; 2024Q1: 57,477 shares; 2024Q2: 10,871 shares 10,871 $555K 0.12% -46,606 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,316 shares; 2023Q2: 5,261 shares; 2023Q3: 5,261 shares; 2023Q4: 5,303 shares; 2024Q1: 5,322 shares; 2024Q2: 5,326 shares 5,326 $518K 0.11% +4 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,980 shares; 2023Q2: 6,811 shares; 2023Q3: 8,457 shares; 2023Q4: 7,081 shares; 2024Q1: 7,144 shares; 2024Q2: 6,703 shares 6,703 $477K 0.1% -441 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,182 shares; 2023Q2: 2,190 shares; 2023Q3: 2,197 shares; 2023Q4: 2,205 shares; 2024Q1: 2,212 shares; 2024Q2: 2,218 shares 2,218 $431K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 454,068 shares; 2023Q2: 14,539 shares; 2023Q3: 14,227 shares; 2023Q4: 14,227 shares; 2024Q1: 14,227 shares; 2024Q2: 14,227 shares 14,227 $414K 0.09% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,412 shares; 2023Q2: 20,335 shares; 2023Q3: 17,773 shares; 2023Q4: 17,659 shares; 2024Q1: 17,652 shares; 2024Q2: 17,652 shares 17,652 $400K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,179 shares; 2023Q2: 1,816 shares; 2023Q3: 1,725 shares; 2023Q4: 1,620 shares; 2024Q1: 1,486 shares; 2024Q2: 1,988 shares 1,988 $384K 0.08% +502 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,378 shares; 2023Q2: 6,207 shares; 2023Q3: 5,915 shares; 2023Q4: 5,604 shares; 2024Q1: 5,466 shares; 2024Q2: 5,466 shares 5,466 $370K 0.08% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,160 shares; 2023Q2: 9,743 shares; 2023Q3: not reported; 2023Q4: 8,712 shares; 2024Q1: 6,666 shares; 2024Q2: 6,586 shares 6,586 $365K 0.08% -80 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,200 shares; 2023Q2: 3,200 shares; 2023Q3: 3,125 shares; 2023Q4: 3,125 shares; 2024Q1: 3,125 shares; 2024Q2: 3,125 shares 3,125 $354K 0.07% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,313 shares 1,313 $342K 0.07% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,154 shares; 2023Q2: 3,126 shares; 2023Q3: 3,294 shares; 2023Q4: 3,096 shares; 2024Q1: 2,893 shares; 2024Q2: 1,519 shares 1,519 $331K 0.07% -1,374 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,912 shares 3,912 $329K 0.07% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,898 shares; 2023Q4: 2,383 shares; 2024Q1: 3,071 shares; 2024Q2: 3,238 shares 3,238 $323K 0.07% +167 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 232,413 shares; 2023Q2: 221,480 shares; 2023Q3: 236,119 shares; 2023Q4: 118,644 shares; 2024Q1: 55,840 shares; 2024Q2: 6,612 shares 6,612 $321K 0.07% -49,228 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,086 shares; 2023Q2: 3,938 shares; 2023Q3: 3,691 shares; 2023Q4: 3,716 shares; 2024Q1: 2,957 shares; 2024Q2: 3,022 shares 3,022 $309K 0.07% +65 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,137 shares; 2023Q2: 6,146 shares; 2023Q3: not reported; 2023Q4: 2,067 shares; 2024Q1: 2,212 shares; 2024Q2: 2,310 shares 2,310 $286K 0.06% +98 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,755 shares; 2023Q4: 1,675 shares; 2024Q1: 1,593 shares; 2024Q2: 1,597 shares 1,597 $276K 0.06% +4 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,337 shares; 2023Q3: 1,713 shares; 2023Q4: 1,349 shares; 2024Q1: 4,050 shares; 2024Q2: 4,050 shares 4,050 $274K 0.06% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 64,962 shares; 2023Q2: 23,519 shares; 2023Q3: 23,759 shares; 2023Q4: 23,783 shares; 2024Q1: 23,732 shares; 2024Q2: 2,436 shares 2,436 $269K 0.06% -21,296 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,751 shares 2,751 $268K 0.06% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 873 shares; 2023Q2: 817 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,154 shares 2,154 $266K 0.06% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,730 shares; 2024Q2: 1,745 shares 1,745 $255K 0.05% +15 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,137 shares; 2023Q3: 516 shares; 2023Q4: 439 shares; 2024Q1: 434 shares; 2024Q2: 436 shares 436 $251K 0.05% +2 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,810 shares; 2023Q2: 2,787 shares; 2023Q3: 2,818 shares; 2023Q4: 2,818 shares; 2024Q1: 2,832 shares; 2024Q2: 2,845 shares 2,845 $251K 0.05% +13 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 930 shares; 2024Q1: 927 shares; 2024Q2: 901 shares 901 $241K 0.05% -26 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,005 shares; 2023Q2: 15,436 shares; 2023Q3: 8,284 shares; 2023Q4: 8,384 shares; 2024Q1: 8,132 shares; 2024Q2: 8,504 shares 8,504 $238K 0.05% +372 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,156 shares; 2023Q2: 41,836 shares; 2023Q3: 42,097 shares; 2023Q4: 21,048 shares; 2024Q1: 4,757 shares; 2024Q2: 4,679 shares 4,679 $228K 0.05% -78 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,127 shares; 2024Q1: 2,126 shares; 2024Q2: 2,127 shares 2,127 $227K 0.05% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,560 shares; 2023Q4: not reported; 2024Q1: 3,890 shares; 2024Q2: 3,792 shares 3,792 $218K 0.05% -98 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,683 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,428 shares; 2024Q2: 1,439 shares 1,439 $212K 0.04% +11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,602 shares 2,602 $202K 0.04% new Timeline CURE 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,725 shares 1,725 $201K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,935 shares; 2023Q2: 31,546 shares; 2023Q3: 28,771 shares; 2023Q4: 30,985 shares; 2024Q1: 34,323 shares; 2024Q2: 11,015 shares 11,015 $138K 0.03% -23,308 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,200 shares; 2023Q3: 12,845 shares; 2023Q4: 11,587 shares; 2024Q1: 10,587 shares; 2024Q2: 10,587 shares 10,587 $63.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,000 shares 10,000 $60.6K 0.01% new Timeline