PERSONAL CFO SOLUTIONS, LLC
- SEC CIK
- 0001677501
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 7, 2026.SEC
- Positions
- 529
- +9 vs. Q1 2026
- Total value
- $691.91M
- −$20.01M (−2.8%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| CBCHUBB LIMITED COM | Stock | 200,378 | $68.48M | 9.90% | +8,196+4.3% | Added | View |
| AAPLAPPLE INC COM | Stock | 147,071 | $42.56M | 6.15% | +9,454+6.9% | Added | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 56,356 | $20.14M | 2.91% | +18,848+50.3% | Added | View |
| INNOVATOR ETFS TRUST45783Y855 | DEFINED WLT SHLD | 563,980 | $19.33M | 2.79% | +13,702+2.5% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 94,496 | $18.91M | 2.73% | +5,632+6.3% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 63,968 | $15.25M | 2.20% | +5,167+8.8% | Added | View |
| ISHARES MSCI EAFE ETF464287465 | ETF | 137,598 | $14.29M | 2.07% | +130,536+1,848.4% | Added | – |
| MSFTMICROSOFT CORP COM | Stock | 36,298 | $13.54M | 1.96% | +1,676+4.8% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 36,890 | $13.03M | 1.88% | −20,272−35.5% | Reduced | View |
| THORNBURG ETF TR88521L207 | MULTI SECTOR BD | 466,553 | $11.83M | 1.71% | +22,001+4.9% | Added | – |
| ITTITT INC | COM | 59,338 | $11.76M | 1.70% | −41−0.1% | Reduced | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 78,298 | $9.72M | 1.41% | +78,298 | New | – |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 18,102 | $8.66M | 1.25% | +995+5.8% | Added | View |
| ISHARES TR46434V456 | MSCI INTL QUALTY | 163,109 | $8.08M | 1.17% | +5,803+3.7% | Added | – |
| ISHARES TR464288885 | EAFE GRWTH ETF | 55,301 | $6.88M | 0.99% | +526+1.0% | Added | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 8,989 | $6.73M | 0.97% | −174−1.9% | Reduced | View |
| AVGOBROADCOM INC COM | Stock | 17,087 | $6.45M | 0.93% | −540−3.1% | Reduced | View |
| TSLATESLA INC COM | Stock | 12,910 | $5.43M | 0.78% | +696+5.7% | Added | View |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 10,769 | $5.39M | 0.78% | +189+1.8% | Added | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 5,097 | $4.92M | 0.71% | −333−6.1% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 4,041 | $4.85M | 0.70% | −439−9.8% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 8,533 | $4.81M | 0.69% | +1,141+15.4% | Added | View |
| LINLINDE PLC SHS | Stock | 8,498 | $4.41M | 0.64% | +189+2.3% | Added | View |
| GLDSPDR GOLD SHARES | ETF | 11,346 | $4.18M | 0.60% | −1,218−9.7% | Reduced | View |
| CVXCHEVRON CORPORATION COM | Stock | 24,314 | $4.03M | 0.58% | +52+0.2% | Added | View |
| BABOEING CO COM | Stock | 18,176 | $3.93M | 0.57% | −33−0.2% | Reduced | View |
| VVISA INC COM CL A | Stock | 11,091 | $3.81M | 0.55% | −1,245−10.1% | Reduced | View |
| JNJJOHNSON & JOHNSON COM | Stock | 14,929 | $3.79M | 0.55% | +1,559+11.7% | Added | View |
| ISHARES TR464288513 | IBOXX HI YD ETF | 46,446 | $3.71M | 0.54% | +4,257+10.1% | Added | – |
| AXPAMERICAN EXPRESS CO COM | Stock | 10,480 | $3.54M | 0.51% | −142−1.3% | Reduced | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 1,672 | $3.33M | 0.48% | −39−2.3% | Reduced | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 9,982 | $3.27M | 0.47% | +131+1.3% | Added | View |
| MRKMERCK & CO INC COM | Stock | 24,511 | $3.17M | 0.46% | +607+2.5% | Added | View |
| INTCINTEL CORP COM | Stock | 21,586 | $3.01M | 0.44% | +2,973+16.0% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 5,791 | $2.97M | 0.43% | −1,041−15.2% | Reduced | View |
| RTXRTX CORPORATION COM | Stock | 15,525 | $2.95M | 0.43% | −306−1.9% | Reduced | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 5,011 | $2.91M | 0.42% | +784+18.5% | Added | View |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 68,080 | $2.88M | 0.42% | +1,065+1.6% | Added | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 6,623 | $2.87M | 0.42% | −590−8.2% | Reduced | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 2,480 | $2.86M | 0.41% | +392+18.8% | Added | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 15,533 | $2.83M | 0.41% | +362+2.4% | Added | View |
| AMATAPPLIED MATLS INC COM | Stock | 3,903 | $2.82M | 0.41% | +99+2.6% | Added | View |
| MOALTRIA GROUP INC COM | Stock | 35,907 | $2.62M | 0.38% | −198−0.5% | Reduced | View |
| GEGE AEROSPACE COM NEW | Stock | 6,915 | $2.58M | 0.37% | −414−5.6% | Reduced | View |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 5,943 | $2.47M | 0.36% | +363+6.5% | Added | View |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 2,425 | $2.45M | 0.35% | +30+1.3% | Added | View |
| ORCLORACLE CORP COM | Stock | 16,549 | $2.43M | 0.35% | −947−5.4% | Reduced | View |
| CBRECBRE GROUP INC | CL A | 16,925 | $2.28M | 0.33% | +105+0.6% | Added | View |
| BACBANK OF AMER CORP COM | Stock | 39,972 | $2.28M | 0.33% | +2,946+8.0% | Added | View |
| GEVGE VERNOVA INC COM | Stock | 1,889 | $2.22M | 0.32% | +418+28.4% | Added | View |
| KOCOCA COLA CO COM | Stock | 26,859 | $2.2M | 0.32% | +1,357+5.3% | Added | View |
| NVSNOVARTIS AG SPONSORED ADR | ADR | 13,900 | $2.18M | 0.31% | +2,069+17.5% | Added | View |
| GDGENERAL DYNAMICS CORP COM | Stock | 6,121 | $2.17M | 0.31% | +10+0.2% | Added | View |
| SESEA LTD | SPONSORD ADS | 22,352 | $2.14M | 0.31% | +2,510+12.6% | Added | View |
| AZNASTRAZENECA PLC ORD | ADR | 11,123 | $2.11M | 0.30% | +606+5.8% | Added | View |
| CSCOCISCO SYS INC COM | Stock | 17,765 | $2.09M | 0.30% | −1,890−9.6% | Reduced | View |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506 | ETF | 39,007 | $2.07M | 0.30% | +330+0.9% | Added | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 7,327 | $2.06M | 0.30% | −47−0.6% | Reduced | View |
| MCKMCKESSON CORP COM | Stock | 2,662 | $2.01M | 0.29% | −25−0.9% | Reduced | View |
| GLWCORNING INC | COM | 7,719 | $1.97M | 0.28% | −1,814−19.0% | Reduced | View |
| CCITIGROUP INC COM NEW | Stock | 14,027 | $1.96M | 0.28% | +58+0.4% | Added | View |
| YUMYUM BRANDS INC COM | Stock | 12,090 | $1.93M | 0.28% | +2,531+26.5% | Added | View |
| NFLXNETFLIX INC. COM | Stock | 26,616 | $1.9M | 0.27% | −815−3.0% | Reduced | View |
| ABBVABBVIE INC COM | Stock | 7,480 | $1.88M | 0.27% | +1,626+27.8% | Added | View |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 24,912 | $1.83M | 0.26% | +241+1.0% | Added | View |
| NOWSERVICENOW INC COM | Stock | 18,404 | $1.83M | 0.26% | −3,176−14.7% | Reduced | View |
| WDCWESTERN DIGITAL CORP | COM | 2,812 | $1.8M | 0.26% | −2,045−42.1% | Reduced | View |
| WMTWALMART INC COM | Stock | 15,806 | $1.79M | 0.26% | −45−0.3% | Reduced | View |
| TAT&T INC COM | Stock | 85,277 | $1.77M | 0.26% | −499−0.6% | Reduced | View |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 88,931 | $1.7M | 0.25% | +9,013+11.3% | Added | View |
| WRBBERKLEY W R CORP | COM | 23,856 | $1.7M | 0.25% | +54+0.2% | Added | View |
| PFEPFIZER INC COM | Stock | 66,535 | $1.6M | 0.23% | −1,698−2.5% | Reduced | View |
| SPDR SERIES TRUST78468R622 | ST BLOO HIGH ETF | 16,531 | $1.59M | 0.23% | +1,612+10.8% | Added | – |
| MPCMARATHON PETE CORP COM | Stock | 5,905 | $1.51M | 0.22% | −141−2.3% | Reduced | View |
| MSMORGAN STANLEY COM NEW | Stock | 7,157 | $1.5M | 0.22% | +216+3.1% | Added | View |
| VLOVALERO ENERGY CORP COM | Stock | 5,729 | $1.49M | 0.22% | −93−1.6% | Reduced | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,574 | $1.47M | 0.21% | +27+1.7% | Added | View |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 16,493 | $1.42M | 0.21% | +13,915+539.8% | Added | – |
| DDOMINION ENERGY INC COM | Stock | 20,559 | $1.4M | 0.20% | −472−2.2% | Reduced | View |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 11,898 | $1.39M | 0.20% | +44+0.4% | Added | View |
| QCOMQUALCOMM INC COM | Stock | 7,436 | $1.37M | 0.20% | −2,173−22.6% | Reduced | View |
| CTVACORTEVA INC COM | Stock | 15,949 | $1.35M | 0.20% | +246+1.6% | Added | View |
| KLACKLA CORP | COM NEW | 4,467 | $1.35M | 0.19% | +3,981+819.1% | Added | View |
| SOSOUTHERN CO COM | Stock | 13,859 | $1.33M | 0.19% | +25+0.2% | Added | View |
| AONAON PLC | CL A | 3,993 | $1.32M | 0.19% | −2,338−36.9% | Reduced | View |
| RBARB GLOBAL INC | COM | 11,288 | $1.31M | 0.19% | +96+0.9% | Added | View |
| CAHCARDINAL HEALTH INC COM | Stock | 5,517 | $1.31M | 0.19% | −98−1.7% | Reduced | View |
| HDHOME DEPOT INC COM | Stock | 3,695 | $1.3M | 0.19% | +58+1.6% | Added | View |
| WELLWELLTOWER INC COM | REIT | 5,728 | $1.3M | 0.19% | +737+14.8% | Added | View |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 10,395 | $1.29M | 0.19% | +153+1.5% | Added | View |
| TJXTJX COS INC NEW COM | Stock | 8,529 | $1.29M | 0.19% | −129−1.5% | Reduced | View |
| CPCANADIAN PACIFIC KANSAS CITY | COM | 14,833 | $1.29M | 0.19% | −837−5.3% | Reduced | View |
| COFCAPITAL ONE FINL CORP COM | Stock | 6,407 | $1.29M | 0.19% | −75−1.2% | Reduced | View |
| NTAPNETAPP INC COM | Stock | 8,288 | $1.28M | 0.19% | −678−7.6% | Reduced | View |
| PGPROCTER & GAMBLE CO COM | Stock | 8,724 | $1.28M | 0.18% | +52+0.6% | Added | View |
| APHAMPHENOL CORP NEW | CL A | 7,234 | $1.28M | 0.18% | +424+6.2% | Added | View |
| MDTMEDTRONIC PLC SHS | Stock | 15,838 | $1.25M | 0.18% | −1,851−10.5% | Reduced | View |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 1,625 | $1.24M | 0.18% | −182−10.1% | Reduced | View |
| AEPAMERICAN ELEC PWR CO INC COM | Stock | 8,658 | $1.18M | 0.17% | +4,332+100.1% | Added | View |
| LLOEWS CORP | COM | 10,419 | $1.18M | 0.17% | +10,419 | New | View |
Sold out since Q1 2026 (73)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| INNOVATOR ETFS TRUST45782C508 | US EQTY PWR BUF | 593,514 | $27.38M | 3.85% |
| INNOVATOR ETFS TRUST45783Y350 | INTL DEVELOPED P | 540,694 | $16.12M | 2.26% |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679 | ETF | 128,329 | $14.17M | 1.99% |
| INNOVATOR ETFS TRUST45782C409 | US EQTY BUFR JAN | 234,460 | $12.5M | 1.76% |
| INNOVATOR ETFS TRUST45784N783 | US SM CAP BUFFER | 301,625 | $8.47M | 1.19% |
| INNOVATOR ETFS TRUST45783Y780 | US EQT ACC 9 BFR | 269,799 | $8.44M | 1.19% |
| INNOVATOR ETFS TRUST45782C466 | GRWT100 PWR BF | 157,211 | $8.39M | 1.18% |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 170,652 | $5.24M | 0.74% |
| XOMEXXON MOBIL CORP | COM | 27,189 | $4.61M | 0.65% |
| INNOVATOR ETFS TRUST45782C516 | EMRGNG MKT JAN | 74,162 | $2.52M | 0.35% |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 17,667 | $2M | 0.28% |
| FIRST TRUST CLOUD COMPUTING ETF33734X192 | ETF | 14,977 | $1.64M | 0.23% |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 7,672 | $1.47M | 0.21% |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 5,796 | $1.22M | 0.17% |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 3,310 | $820.9K | 0.12% |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y852 | ETF | 6,651 | $737.33K | 0.10% |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 3,733 | $716.5K | 0.10% |
| HONHoneywell Technologies | COM | 3,084 | $697.03K | 0.10% |
| IAUISHARES GOLD TRUST | ETF | 6,997 | $616.86K | 0.09% |
| EMBJEMBRAER S.A. SPONSORED ADS | ADR | 10,043 | $595.94K | 0.08% |
| APTIV PLCG3265R115 | ORDINARY SHARES | 7,737 | $537.26K | 0.08% |
| ISHARES TR464288877 | EAFE VALUE ETF | 7,165 | $532.75K | 0.07% |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 6,604 | $460.63K | 0.06% |
| ISHARES TR464287432 | 20 YR TR BD ETF | 5,116 | $443.51K | 0.06% |
| DDDUPONT DE NEMOURS INC | COM | 9,281 | $425.01K | 0.06% |
| EDCONSOLIDATED EDISON INC COM | Stock | 3,653 | $413.43K | 0.06% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 3,294 | $413.31K | 0.06% |
| VICTORY PORTFOLIOS II92647N527 | CORE BD ETF | 8,781 | $412.88K | 0.06% |
| BPBP PLC SPONSORED ADR | ADR | 8,512 | $400.05K | 0.06% |
| HMYHARMONY GOLD MNG LTD SPONSORED ADR | ADR | 24,587 | $377.9K | 0.05% |
| RYAAYRYANAIR HOLDINGS PLC | SPONSORED ADR | 6,513 | $376.44K | 0.05% |
| GTESGATES INDL CORP PLC | ORD SHS | 16,459 | $372.14K | 0.05% |
| SBSWSIBANYE STILLWATER LTD | SPONSORED ADR | 28,400 | $358.72K | 0.05% |
| ISHARES S&P MID-CAP 400 GROWTH ETF464287606 | ETF | 3,557 | $357.94K | 0.05% |
| ISHARES TR46435G409 | MSCI INTL VLU FT | 8,995 | $356.92K | 0.05% |
| ASNDASCENDIS PHARMA A/S | SPONSORED ADR | 1,519 | $347.44K | 0.05% |
| ISHARES TR464287515 | EXPANDED TECH | 4,195 | $335.8K | 0.05% |
| ISHARES TR464287150 | CORE S&P TTL STK | 2,236 | $318.53K | 0.04% |
| VNETVNET GROUP INC | SPONSORED ADS A | 37,199 | $312.1K | 0.04% |
| BSXBOSTON SCIENTIFIC CORP COM | Stock | 4,939 | $309.92K | 0.04% |
| SPDR INDEX SHS FDS78463X202 | ST STR EU 50 ETF | 4,724 | $293.27K | 0.04% |
| GMABGENMAB A/S | SPONSORED ADS | 10,866 | $291.54K | 0.04% |
| VANGUARD MUN BD FDS922907746 | TAX EXEMPT BD | 5,762 | $287.47K | 0.04% |
| KEPKOREA ELEC PWR CORP | SPONSORED ADR | 19,825 | $282.51K | 0.04% |
| SPGIS&P GLOBAL INC COM | Stock | 649 | $276.13K | 0.04% |
| VNTVONTIER CORPORATION COM | Stock | 7,694 | $272.91K | 0.04% |
| CCLCARNIVAL CORP | UNIT 99/99/9999 | 10,254 | $265.37K | 0.04% |
| ISHARES TR464288414 | NATIONAL MUN ETF | 2,476 | $262.87K | 0.04% |
| DXCMDEXCOM INC | COM | 4,145 | $260.31K | 0.04% |
| RMDRESMED INC | COM | 1,151 | $258.45K | 0.04% |
| GLOBAL X URANIUM ETF37954Y871 | ETF | 5,312 | $257.26K | 0.04% |
| ROLROLLINS INC | COM | 4,713 | $251.72K | 0.04% |
| MELIMERCADOLIBRE INC | COM | 144 | $248.98K | 0.03% |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 1,546 | $243.2K | 0.03% |
| FUTUFUTU HLDGS LTD | SPON ADS CL A | 1,778 | $243.19K | 0.03% |
| ISHARES TR46435U218 | ESG MSCI LEADR | 2,104 | $239.02K | 0.03% |
| BLACKROCK ETF TRUST09290C806 | ISHA US THEM ETF | 6,282 | $227.53K | 0.03% |
| LKFNLAKELAND FINL CORP | COM | 3,859 | $221.46K | 0.03% |
| VLRSCONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | 30,516 | $220.94K | 0.03% |
| NXSTNEXSTAR MEDIA GROUP INC | COMMON STOCK | 1,218 | $220.26K | 0.03% |
| HLNEHAMILTON LANE INC | CL A | 2,186 | $218.43K | 0.03% |
| ISHARES RUSSELL MIDCAP ETF464287499 | ETF | 2,217 | $215.57K | 0.03% |
| ARGXARGENX SE | SPONSORED ADR | 293 | $213.96K | 0.03% |
| COINCOINBASE GLOBAL INC | COM CL A | 1,212 | $211.63K | 0.03% |
| CELHCELSIUS HLDGS INC | COM NEW | 5,900 | $209.33K | 0.03% |
| GLOBAL X FDS37954Y715 | RBTCS ARTFL INTE | 6,209 | $206.27K | 0.03% |
| PEGAPEGASYSTEMS INC | COM | 4,844 | $206.16K | 0.03% |
| PYPLPAYPAL HLDGS INC COM | Stock | 4,554 | $205.98K | 0.03% |
| KMIKINDER MORGAN INC DEL COM | Stock | 6,042 | $202.58K | 0.03% |
| FSVFIRSTSERVICE CORP NEW | COM | 1,445 | $201.14K | 0.03% |
| PCORPROCORE TECHNOLOGIES INC | COM | 3,528 | $201.1K | 0.03% |
| GHYPGIM GLOBAL HIGH YIELD FD FO | COM | 11,706 | $136.38K | 0.02% |
| CLVTCLARIVATE PLC | ORD SHS | 11,944 | $30.22K | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 7, 2026 | 529 | $691.91M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 30, 2026 | 520 | $711.93M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 22, 2026 | 504 | $629.84M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 10, 2025 | 495 | $569.92M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 12, 2025 | 481 | $540.53M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 30, 2025 | 448 | $492.53M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 457 | $508.18M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 561 | $715.73M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 9, 2024 | 531 | $650.81M | vs. Q1 2024 | SEC |
| Q1 2024 | May 13, 2024 | 541 | $640.87M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024 | 511 | $577.61M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 13, 2023 | 455 | $505.98M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 10, 2023 | 467 | $492.76M | vs. Q1 2023 | SEC |
| Q1 2023 | May 9, 2023 | 470 | $484.25M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 458 | $472.44M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 1, 2022 | 414 | $398.14M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 5, 2022 | 430 | $426.38M | vs. Q1 2022 | SEC |
| Q1 2022 | May 2, 2022 | 472 | $507.07M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 476 | $534.21M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 18, 2021 | 453 | $487.98M | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 22, 2021 | 439 | $488.32M | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 21, 2021 | 407 | $462.59M | – | SEC |