CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,786,079 shares; 2024Q4: 10,826,570 shares; 2025Q1: 12,746,076 shares; 2025Q2: 12,188,851 shares; 2025Q3: 9,819,587 shares; 2025Q4: 10,051,233 shares; 2026Q1: 10,192,029 shares; 2026Q2: 10,657,305 shares 10,657,305 $525M 16.98% +465,276 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094,775 shares; 2024Q4: 2,160,553 shares; 2025Q1: 2,176,576 shares; 2025Q2: 2,707,404 shares; 2025Q3: 9,275,964 shares; 2025Q4: 9,385,711 shares; 2026Q1: 11,973,900 shares; 2026Q2: 12,041,305 shares 12,041,305 $457M 14.77% +67,405 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; 2024Q3: 12,546,769 shares; 2024Q4: 12,226,421 shares; 2025Q1: 10,239,963 shares; 2025Q2: 8,029,770 shares; 2025Q3: 7,584,434 shares; 2025Q4: 6,194,274 shares; 2026Q1: 5,268,562 shares; 2026Q2: 5,164,150 shares 5,164,150 $454M 14.67% -104,412 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,289,350 shares; 2026Q1: 3,721,695 shares; 2026Q2: 3,854,514 shares 3,854,514 $298M 9.62% +132,819 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,892,825 shares; 2025Q2: 2,026,502 shares; 2025Q3: 3,606,368 shares; 2025Q4: 4,914,022 shares; 2026Q1: 7,109,897 shares; 2026Q2: 7,572,736 shares 7,572,736 $201M 6.49% +462,839 Timeline AVDE 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,447 shares; 2025Q3: 99,082 shares; 2025Q4: 95,743 shares; 2026Q1: 1,732,496 shares; 2026Q2: 1,854,102 shares 1,854,102 $165M 5.35% +121,606 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379,346 shares; 2024Q4: 384,059 shares; 2025Q1: 794,795 shares; 2025Q2: 757,244 shares; 2025Q3: 836,450 shares; 2025Q4: 842,498 shares; 2026Q1: 2,860,148 shares; 2026Q2: 2,846,782 shares 2,846,782 $134M 4.34% -13,366 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,252,118 shares 3,252,118 $132M 4.27% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545,786 shares; 2026Q2: 1,476,512 shares 1,476,512 $132M 4.25% -69,274 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,441 shares; 2024Q4: 365,971 shares; 2025Q1: 654,308 shares; 2025Q2: 582,298 shares; 2025Q3: 16,679 shares; 2025Q4: 13,885 shares; 2026Q1: 1,762,883 shares; 2026Q2: 1,789,564 shares 1,789,564 $80.5M 2.6% +26,681 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,568 shares; 2025Q2: 343,540 shares; 2025Q3: 500,984 shares; 2025Q4: 670,355 shares; 2026Q1: 1,454,367 shares; 2026Q2: 1,598,249 shares 1,598,249 $78.2M 2.53% +143,882 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,702 shares; 2024Q4: 85,479 shares; 2025Q1: 84,056 shares; 2025Q2: 80,156 shares; 2025Q3: 78,973 shares; 2025Q4: 77,372 shares; 2026Q1: 73,354 shares; 2026Q2: 478,374 shares 478,374 $38.8M 1.25% +405,020 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; 2024Q3: 22,134 shares; 2024Q4: 21,471 shares; 2025Q1: 24,781 shares; 2025Q2: 28,844 shares; 2025Q3: 226,193 shares; 2025Q4: 230,374 shares; 2026Q1: 232,079 shares; 2026Q2: 205,771 shares 205,771 $33.2M 1.07% -26,308 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; 2024Q3: 53,767 shares; 2024Q4: 54,351 shares; 2025Q1: 51,429 shares; 2025Q2: 47,229 shares; 2025Q3: 45,254 shares; 2025Q4: 43,914 shares; 2026Q1: 40,566 shares; 2026Q2: 42,304 shares 42,304 $31.6M 1.02% +1,738 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423,102 shares; 2026Q2: 431,637 shares 431,637 $21.8M 0.7% +8,535 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197,626 shares; 2026Q1: 187,256 shares; 2026Q2: 92,765 shares 92,765 $15.8M 0.51% -94,491 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,580 shares; 2024Q4: 35,372 shares; 2025Q1: 35,006 shares; 2025Q2: 35,283 shares; 2025Q3: 35,107 shares; 2025Q4: 34,864 shares; 2026Q1: 34,516 shares; 2026Q2: 34,538 shares 34,538 $14.1M 0.46% +22 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; 2024Q3: 3,563 shares; 2024Q4: 3,309 shares; 2025Q1: 85,575 shares; 2025Q2: 78,280 shares; 2025Q3: 82,648 shares; 2025Q4: 64,867 shares; 2026Q1: 58,375 shares; 2026Q2: 73,905 shares 73,905 $13.4M 0.43% +15,530 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,438 shares; 2024Q4: 349,282 shares; 2025Q1: 355,189 shares; 2025Q2: 359,801 shares; 2025Q3: 374,002 shares; 2025Q4: 371,527 shares; 2026Q1: 144,676 shares; 2026Q2: 147,537 shares 147,537 $12.6M 0.41% +2,861 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,099 shares; 2025Q3: 116,636 shares; 2025Q4: 114,793 shares; 2026Q1: 109,915 shares; 2026Q2: 102,709 shares 102,709 $12.5M 0.4% -7,206 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908,027 shares; 2024Q4: 1,971,569 shares; 2025Q1: 2,949,200 shares; 2025Q2: 3,224,993 shares; 2025Q3: 1,521,408 shares; 2025Q4: 840,218 shares; 2026Q1: 224,430 shares; 2026Q2: 229,047 shares 229,047 $11.6M 0.37% +4,617 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342,606 shares; 2025Q2: 499,848 shares; 2025Q3: 502,897 shares; 2025Q4: 339,894 shares; 2026Q1: 372,995 shares; 2026Q2: 410,330 shares 410,330 $11.5M 0.37% +37,335 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,037 shares; 2025Q2: 222,642 shares; 2025Q3: 248,459 shares; 2025Q4: 237,877 shares; 2026Q1: 248,988 shares; 2026Q2: 247,922 shares 247,922 $11.3M 0.37% -1,066 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,905 shares; 2024Q4: 33,882 shares; 2025Q1: 34,297 shares; 2025Q2: 32,417 shares; 2025Q3: 32,259 shares; 2025Q4: 31,526 shares; 2026Q1: 31,498 shares; 2026Q2: 35,225 shares 35,225 $10.2M 0.33% +3,727 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,723 shares 34,723 $9.22M 0.3% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,205 shares; 2024Q4: 12,403 shares; 2025Q1: 11,781 shares; 2025Q2: 10,924 shares; 2025Q3: 144,592 shares; 2025Q4: 141,121 shares; 2026Q1: 139,728 shares; 2026Q2: 139,768 shares 139,768 $8.06M 0.26% +40 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,669,679 shares; 2025Q3: 5,249,253 shares; 2025Q4: 5,373,945 shares; 2026Q1: 210,626 shares; 2026Q2: 202,650 shares 202,650 $7.6M 0.25% -7,976 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,294 shares; 2024Q4: 210,540 shares; 2025Q1: 216,493 shares; 2025Q2: 217,114 shares; 2025Q3: 226,160 shares; 2025Q4: 229,709 shares; 2026Q1: 96,776 shares; 2026Q2: 98,368 shares 98,368 $6.65M 0.21% +1,592 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,728 shares; 2024Q4: 28,725 shares; 2025Q1: 28,754 shares; 2025Q2: 28,752 shares; 2025Q3: 28,743 shares; 2025Q4: 28,743 shares; 2026Q1: 28,743 shares; 2026Q2: 28,758 shares 28,758 $6.28M 0.2% +15 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,707 shares; 2024Q4: 7,313 shares; 2025Q1: 8,398 shares; 2025Q2: 7,259 shares; 2025Q3: 8,232 shares; 2025Q4: 8,646 shares; 2026Q1: 8,405 shares; 2026Q2: 8,439 shares 8,439 $6.21M 0.2% +34 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,754 shares; 2024Q4: 30,328 shares; 2025Q1: 28,723 shares; 2025Q2: 27,600 shares; 2025Q3: 26,690 shares; 2025Q4: 27,095 shares; 2026Q1: 27,852 shares; 2026Q2: 26,298 shares 26,298 $5.26M 0.17% -1,554 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,237 shares; 2024Q4: 1,755,024 shares; 2025Q1: 1,380,697 shares; 2025Q2: 1,212,690 shares; 2025Q3: 1,251,592 shares; 2025Q4: 1,195,446 shares; 2026Q1: 1,386,232 shares; 2026Q2: 139,269 shares 139,269 $4.71M 0.15% -1,246,963 Timeline FMB 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; 2024Q3: 88,816 shares; 2024Q4: 91,276 shares; 2025Q1: 87,984 shares; 2025Q2: 82,312 shares; 2025Q3: 69,289 shares; 2025Q4: 64,676 shares; 2026Q1: 82,571 shares; 2026Q2: 91,522 shares 91,522 $4.7M 0.15% +8,951 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; 2024Q3: 3,367 shares; 2024Q4: 3,683 shares; 2025Q1: 3,681 shares; 2025Q2: 3,997 shares; 2025Q3: 5,692 shares; 2025Q4: 5,944 shares; 2026Q1: 12,464 shares; 2026Q2: 12,112 shares 12,112 $4.46M 0.14% -352 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,366 shares; 2024Q4: 9,452 shares; 2025Q1: 9,618 shares; 2025Q2: 9,793 shares; 2025Q3: 9,923 shares; 2025Q4: 9,570 shares; 2026Q1: 9,805 shares; 2026Q2: 11,275 shares 11,275 $4.21M 0.14% +1,470 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,459 shares; 2024Q4: 90,290 shares; 2025Q1: 93,206 shares; 2025Q2: 96,697 shares; 2025Q3: 112,169 shares; 2025Q4: 107,013 shares; 2026Q1: 108,717 shares; 2026Q2: 182,612 shares 182,612 $3.78M 0.12% +73,895 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; 2024Q3: 7,822 shares; 2024Q4: 7,777 shares; 2025Q1: 7,568 shares; 2025Q2: 7,470 shares; 2025Q3: 7,484 shares; 2025Q4: 6,620 shares; 2026Q1: 6,322 shares; 2026Q2: 40,168 shares 40,168 $3.46M 0.11% +33,846 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 313 shares; 2025Q1: 329 shares; 2025Q2: 302 shares; 2025Q3: 438 shares; 2025Q4: 457 shares; 2026Q1: 479 shares; 2026Q2: 2,678 shares 2,678 $3.21M 0.1% +2,199 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; 2024Q3: 1,671 shares; 2024Q4: 1,680 shares; 2025Q1: 1,618 shares; 2025Q2: 4,194 shares; 2025Q3: 4,592 shares; 2025Q4: 4,720 shares; 2026Q1: 4,917 shares; 2026Q2: 4,675 shares 4,675 $3.21M 0.1% -242 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,090 shares 28,090 $3.18M 0.1% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,673 shares; 2024Q4: 13,670 shares; 2025Q1: 13,670 shares; 2025Q2: 13,678 shares; 2025Q3: 13,726 shares; 2025Q4: 13,723 shares; 2026Q1: 13,755 shares; 2026Q2: 13,722 shares 13,722 $3.11M 0.1% -33 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,551,789 shares; 2024Q4: 16,600,090 shares; 2025Q1: 10,778,123 shares; 2025Q2: 11,517,435 shares; 2025Q3: 6,753,973 shares; 2025Q4: 158,731 shares; 2026Q1: 146,277 shares; 2026Q2: 118,628 shares 118,628 $3.11M 0.1% -27,649 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,631 shares; 2024Q4: 8,903 shares; 2025Q1: 8,871 shares; 2025Q2: 8,665 shares; 2025Q3: 8,721 shares; 2025Q4: 8,453 shares; 2026Q1: 8,704 shares; 2026Q2: 8,432 shares 8,432 $3.01M 0.1% -272 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932 shares; 2024Q4: 2,936 shares; 2025Q1: 2,940 shares; 2025Q2: 2,954 shares; 2025Q3: 2,900 shares; 2025Q4: 2,763 shares; 2026Q1: 3,065 shares; 2026Q2: 3,178 shares 3,178 $2.38M 0.08% +113 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: 3,851 shares; 2025Q1: 4,573 shares; 2025Q2: 5,100 shares; 2025Q3: 5,321 shares; 2025Q4: 5,444 shares; 2026Q1: 5,595 shares; 2026Q2: 5,624 shares 5,624 $2.37M 0.08% +29 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,635 shares; 2024Q4: 23,906 shares; 2025Q1: 24,266 shares; 2025Q2: 23,754 shares; 2025Q3: 23,763 shares; 2025Q4: 23,773 shares; 2026Q1: 21,994 shares; 2026Q2: 19,824 shares 19,824 $2.36M 0.08% -2,170 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,359 shares; 2024Q4: 6,331 shares; 2025Q1: 6,321 shares; 2025Q2: 6,320 shares; 2025Q3: 6,328 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares; 2026Q2: 6,347 shares 6,347 $2.3M 0.07% +56 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,625 shares; 2024Q4: 31,129 shares; 2025Q1: 30,350 shares; 2025Q2: 29,774 shares; 2025Q3: 41,580 shares; 2025Q4: 44,092 shares; 2026Q1: 48,369 shares; 2026Q2: 52,150 shares 52,150 $2.21M 0.07% +3,781 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,952 shares; 2024Q4: 21,347 shares; 2025Q1: 21,400 shares; 2025Q2: 24,180 shares; 2025Q3: 24,037 shares; 2025Q4: 24,699 shares; 2026Q1: 24,116 shares; 2026Q2: 24,166 shares 24,166 $2.19M 0.07% +50 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; 2024Q3: 9,657 shares; 2024Q4: 9,714 shares; 2025Q1: 10,328 shares; 2025Q2: 10,766 shares; 2025Q3: 10,815 shares; 2025Q4: 10,370 shares; 2026Q1: 10,558 shares; 2026Q2: 8,686 shares 8,686 $2.07M 0.07% -1,872 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,110 shares; 2024Q4: 12,938 shares; 2025Q1: 13,016 shares; 2025Q2: 12,876 shares; 2025Q3: 12,887 shares; 2025Q4: 12,443 shares; 2026Q1: 12,904 shares; 2026Q2: 13,429 shares 13,429 $1.97M 0.06% +525 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; 2024Q3: 98,214 shares; 2024Q4: 128,069 shares; 2025Q1: 56,590 shares; 2025Q2: 97,734 shares; 2025Q3: 84,099 shares; 2025Q4: 43,606 shares; 2026Q1: 57,352 shares; 2026Q2: 58,857 shares 58,857 $1.88M 0.06% +1,505 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,807 shares; 2024Q4: 69,701 shares; 2025Q1: 48,303 shares; 2025Q2: 43,583 shares; 2025Q3: 43,429 shares; 2025Q4: 39,529 shares; 2026Q1: 34,509 shares; 2026Q2: 36,924 shares 36,924 $1.78M 0.06% +2,415 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,735 shares; 2026Q1: 71,213 shares; 2026Q2: 75,622 shares 75,622 $1.75M 0.06% +4,409 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; 2024Q3: 3,570 shares; 2024Q4: 3,555 shares; 2025Q1: 3,554 shares; 2025Q2: 4,257 shares; 2025Q3: 4,203 shares; 2025Q4: 3,615 shares; 2026Q1: 3,665 shares; 2026Q2: 4,191 shares 4,191 $1.55M 0.05% +526 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 6,527 shares; 2025Q1: 6,861 shares; 2025Q2: 6,855 shares; 2025Q3: 6,734 shares; 2025Q4: 6,233 shares; 2026Q1: 4,388 shares; 2026Q2: 4,321 shares 4,321 $1.53M 0.05% -67 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,390 shares; 2024Q4: 46,098 shares; 2025Q1: 54,502 shares; 2025Q2: 55,087 shares; 2025Q3: 55,701 shares; 2025Q4: 56,559 shares; 2026Q1: 59,274 shares; 2026Q2: 59,935 shares 59,935 $1.51M 0.05% +661 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,945 shares; 2026Q1: 9,239 shares; 2026Q2: 10,492 shares 10,492 $1.47M 0.05% +1,253 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,728 shares; 2024Q4: 8,329 shares; 2025Q1: 8,365 shares; 2025Q2: 7,562 shares; 2025Q3: 7,514 shares; 2025Q4: 6,789 shares; 2026Q1: 6,857 shares; 2026Q2: 13,621 shares 13,621 $1.46M 0.05% +6,764 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,005 shares; 2024Q4: 6,160 shares; 2025Q1: 5,982 shares; 2025Q2: 6,867 shares; 2025Q3: 7,079 shares; 2025Q4: 5,698 shares; 2026Q1: 5,590 shares; 2026Q2: 6,049 shares 6,049 $1.32M 0.04% +459 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,932 shares; 2024Q4: 38,650 shares; 2025Q1: 32,804 shares; 2025Q2: 32,226 shares; 2025Q3: 32,248 shares; 2025Q4: 24,794 shares; 2026Q1: 22,897 shares; 2026Q2: 29,842 shares 29,842 $1.3M 0.04% +6,945 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; 2024Q3: 1,006 shares; 2024Q4: 1,042 shares; 2025Q1: 1,087 shares; 2025Q2: 1,130 shares; 2025Q3: 1,171 shares; 2025Q4: 1,184 shares; 2026Q1: 1,286 shares; 2026Q2: 2,225 shares 2,225 $1.25M 0.04% +939 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 6,962 shares; 2025Q2: 6,962 shares; 2025Q3: 6,982 shares; 2025Q4: 6,982 shares; 2026Q1: 7,068 shares; 2026Q2: 7,013 shares 7,013 $1.24M 0.04% -55 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,230 shares; 2025Q1: 2,284 shares; 2025Q2: 2,258 shares; 2025Q3: 2,541 shares; 2025Q4: 2,503 shares; 2026Q1: 2,463 shares; 2026Q2: 4,838 shares 4,838 $1.23M 0.04% +2,375 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,346 shares; 2025Q1: 3,771 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 5,377 shares; 2026Q1: 5,560 shares; 2026Q2: 6,438 shares 6,438 $1.23M 0.04% +878 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,454 shares; 2024Q4: 18,348 shares; 2025Q1: 18,466 shares; 2025Q2: 18,443 shares; 2025Q3: 19,558 shares; 2025Q4: 19,586 shares; 2026Q1: 19,858 shares; 2026Q2: 28,839 shares 28,839 $1.22M 0.04% +8,981 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,864 shares; 2024Q4: 24,946 shares; 2025Q1: 25,863 shares; 2025Q2: 25,836 shares; 2025Q3: 26,381 shares; 2025Q4: 26,133 shares; 2026Q1: 26,594 shares; 2026Q2: 45,515 shares 45,515 $1.21M 0.04% +18,921 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,332 shares; 2024Q4: 6,443 shares; 2025Q1: 5,216 shares; 2025Q2: 4,511 shares; 2025Q3: 4,401 shares; 2025Q4: 4,775 shares; 2026Q1: 4,063 shares; 2026Q2: 4,005 shares 4,005 $1.2M 0.04% -58 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 3,682 shares; 2025Q1: 3,856 shares; 2025Q2: 3,804 shares; 2025Q3: 4,003 shares; 2025Q4: 3,929 shares; 2026Q1: 3,823 shares; 2026Q2: 3,664 shares 3,664 $1.2M 0.04% -159 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,698 shares; 2024Q4: 9,390 shares; 2025Q1: 9,455 shares; 2025Q2: 9,726 shares; 2025Q3: 9,647 shares; 2025Q4: 9,607 shares; 2026Q1: 9,458 shares; 2026Q2: 10,387 shares 10,387 $1.18M 0.04% +929 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,429 shares; 2024Q4: 5,304 shares; 2025Q1: 5,122 shares; 2025Q2: 5,073 shares; 2025Q3: 5,001 shares; 2025Q4: 5,034 shares; 2026Q1: 4,374 shares; 2026Q2: 4,724 shares 4,724 $1.16M 0.04% +350 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,123 shares; 2024Q4: 8,132 shares; 2025Q1: 10,329 shares; 2025Q2: 9,043 shares; 2025Q3: 13,744 shares; 2025Q4: 15,493 shares; 2026Q1: 15,208 shares; 2026Q2: 14,258 shares 14,258 $1.08M 0.03% -950 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,883 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,137 shares; 2025Q3: 4,137 shares; 2025Q4: 4,137 shares; 2026Q1: 4,137 shares; 2026Q2: 4,137 shares 4,137 $1.04M 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,904 shares; 2024Q4: 4,897 shares; 2025Q1: 4,903 shares; 2025Q2: 4,905 shares; 2025Q3: 5,001 shares; 2025Q4: 4,950 shares; 2026Q1: 4,979 shares; 2026Q2: 5,454 shares 5,454 $1.03M 0.03% +475 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 3,318 shares; 2025Q1: 3,314 shares; 2025Q2: 3,319 shares; 2025Q3: 3,007 shares; 2025Q4: 3,030 shares; 2026Q1: 3,066 shares; 2026Q2: 3,978 shares 3,978 $1M 0.03% +912 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; 2024Q3: 11,074 shares; 2024Q4: 39,607 shares; 2025Q1: 48,711 shares; 2025Q2: 39,809 shares; 2025Q3: 37,066 shares; 2025Q4: 31,893 shares; 2026Q1: 29,670 shares; 2026Q2: 31,165 shares 31,165 $988K 0.03% +1,495 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,489 shares; 2024Q4: 13,560 shares; 2025Q1: 13,470 shares; 2025Q2: 13,503 shares; 2025Q3: 14,570 shares; 2025Q4: 16,680 shares; 2026Q1: 17,172 shares; 2026Q2: 17,680 shares 17,680 $986K 0.03% +508 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,458 shares; 2024Q4: 6,444 shares; 2025Q1: 6,495 shares; 2025Q2: 6,336 shares; 2025Q3: 6,350 shares; 2025Q4: 6,351 shares; 2026Q1: 6,366 shares; 2026Q2: 6,352 shares 6,352 $962K 0.03% -14 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,316 shares 4,316 $961K 0.03% new 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; 2024Q3: 901 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,249 shares; 2025Q4: 1,136 shares; 2026Q1: 1,171 shares; 2026Q2: 1,435 shares 1,435 $941K 0.03% +264 Timeline JEPQ 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; 2024Q3: 185,686 shares; 2024Q4: 12,746 shares; 2025Q1: 13,895 shares; 2025Q2: 17,142 shares; 2025Q3: 16,739 shares; 2025Q4: 16,618 shares; 2026Q1: 15,573 shares; 2026Q2: 15,078 shares 15,078 $927K 0.03% -495 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,339 shares; 2024Q4: 8,339 shares; 2025Q1: 9,693 shares; 2025Q2: 14,214 shares; 2025Q3: 15,585 shares; 2025Q4: 15,084 shares; 2026Q1: 13,814 shares; 2026Q2: 10,070 shares 10,070 $907K 0.03% -3,744 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; 2024Q3: 1,488 shares; 2024Q4: 1,620 shares; 2025Q1: 2,716 shares; 2025Q2: 2,310 shares; 2025Q3: 2,656 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares; 2026Q2: 3,127 shares 3,127 $879K 0.03% +470 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,730 shares; 2026Q2: 2,733 shares 2,733 $860K 0.03% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,303 shares; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares; 2025Q2: 11,360 shares; 2025Q3: 13,114 shares; 2025Q4: 13,434 shares; 2026Q1: 12,960 shares; 2026Q2: 15,968 shares 15,968 $854K 0.03% +3,008 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: 4,966 shares; 2025Q1: 4,964 shares; 2025Q2: 4,955 shares; 2025Q3: 4,967 shares; 2025Q4: 4,859 shares; 2026Q1: 4,860 shares; 2026Q2: 5,333 shares 5,333 $843K 0.03% +473 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,514 shares; 2024Q4: 15,530 shares; 2025Q1: 15,530 shares; 2025Q2: 15,299 shares; 2025Q3: 15,315 shares; 2025Q4: 15,332 shares; 2026Q1: 11,643 shares; 2026Q2: 11,028 shares 11,028 $839K 0.03% -615 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,637 shares; 2025Q1: 1,706 shares; 2025Q2: 1,697 shares; 2025Q3: 1,701 shares; 2025Q4: 1,705 shares; 2026Q1: 1,593 shares; 2026Q2: 1,561 shares 1,561 $802K 0.03% -32 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; 2024Q3: 7,576 shares; 2024Q4: 9,856 shares; 2025Q1: 10,251 shares; 2025Q2: 10,042 shares; 2025Q3: 10,416 shares; 2025Q4: 9,090 shares; 2026Q1: 9,360 shares; 2026Q2: 10,600 shares 10,600 $800K 0.03% +1,240 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 3,077 shares; 2025Q1: 3,028 shares; 2025Q2: 3,023 shares; 2025Q3: 2,973 shares; 2025Q4: 2,951 shares; 2026Q1: 2,840 shares; 2026Q2: 2,899 shares 2,899 $784K 0.03% +59 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,176 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 7,430 shares; 2025Q3: 13,209 shares; 2025Q4: 16,115 shares; 2026Q1: 16,115 shares; 2026Q2: 17,612 shares 17,612 $783K 0.03% +1,497 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; 2024Q3: 2,737 shares; 2024Q4: 2,764 shares; 2025Q1: 2,750 shares; 2025Q2: 2,811 shares; 2025Q3: 2,894 shares; 2025Q4: 2,355 shares; 2026Q1: 2,338 shares; 2026Q2: 9,641 shares 9,641 $777K 0.03% +7,303 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; 2024Q3: 14,766 shares; 2024Q4: 14,779 shares; 2025Q1: 14,785 shares; 2025Q2: 14,794 shares; 2025Q3: 13,935 shares; 2025Q4: 13,838 shares; 2026Q1: 11,980 shares; 2026Q2: 12,639 shares 12,639 $768K 0.02% +659 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,722 shares; 2024Q4: 20,806 shares; 2025Q1: 20,214 shares; 2025Q2: 20,217 shares; 2025Q3: 13,809 shares; 2025Q4: 11,797 shares; 2026Q1: 11,797 shares; 2026Q2: 14,545 shares 14,545 $753K 0.02% +2,748 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,207 shares; 2024Q4: 6,252 shares; 2025Q1: 8,179 shares; 2025Q2: 6,787 shares; 2025Q3: 7,957 shares; 2025Q4: 8,745 shares; 2026Q1: 8,158 shares; 2026Q2: 5,289 shares 5,289 $750K 0.02% -2,869 Timeline QQQM 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; 2024Q3: 2,317 shares; 2024Q4: 2,279 shares; 2025Q1: 3,104 shares; 2025Q2: 3,090 shares; 2025Q3: 2,995 shares; 2025Q4: 3,034 shares; 2026Q1: 2,933 shares; 2026Q2: 2,463 shares 2,463 $746K 0.02% -470 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,558 shares; 2024Q4: 12,325 shares; 2025Q1: 12,366 shares; 2025Q2: 11,119 shares; 2025Q3: 11,587 shares; 2025Q4: 11,081 shares; 2026Q1: 10,814 shares; 2026Q2: 7,791 shares 7,791 $745K 0.02% -3,023 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,948 shares; 2024Q4: 18,075 shares; 2025Q1: 16,174 shares; 2025Q2: 14,095 shares; 2025Q3: 11,467 shares; 2025Q4: 10,433 shares; 2026Q1: 8,771 shares; 2026Q2: 7,876 shares 7,876 $745K 0.02% -895 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 4,481 shares; 2025Q1: 4,649 shares; 2025Q2: 4,609 shares; 2025Q3: 4,953 shares; 2025Q4: 6,206 shares; 2026Q1: 4,813 shares; 2026Q2: 4,809 shares 4,809 $733K 0.02% -4 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; 2024Q3: 62,433 shares; 2024Q4: 57,235 shares; 2025Q1: 56,392 shares; 2025Q2: 56,432 shares; 2025Q3: 54,799 shares; 2025Q4: 49,010 shares; 2026Q1: 49,498 shares; 2026Q2: 51,657 shares 51,657 $718K 0.02% +2,159 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,941 shares; 2024Q4: 8,135 shares; 2025Q1: 8,016 shares; 2025Q2: 7,804 shares; 2025Q3: 7,780 shares; 2025Q4: 7,781 shares; 2026Q1: 7,771 shares; 2026Q2: 8,129 shares 8,129 $713K 0.02% +358 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,208 shares; 2025Q4: 65,208 shares; 2026Q1: 65,208 shares; 2026Q2: 35,208 shares 35,208 $668K 0.02% -30,000 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,762 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares; 2026Q1: 1,823 shares; 2026Q2: 1,760 shares 1,760 $658K 0.02% -63 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; 2024Q3: 3,357 shares; 2024Q4: 3,330 shares; 2025Q1: 4,377 shares; 2025Q2: 4,322 shares; 2025Q3: 4,229 shares; 2025Q4: 4,042 shares; 2026Q1: 3,961 shares; 2026Q2: 4,475 shares 4,475 $656K 0.02% +514 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 889 shares; 2026Q2: 893 shares 893 $645K 0.02% +4 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,186 shares; 2025Q3: 1,190 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares; 2026Q2: 2,019 shares 2,019 $636K 0.02% +888 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,232 shares; 2026Q2: 15,139 shares 15,139 $610K 0.02% +8,907 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: 7,910 shares; 2025Q1: 4,958 shares; 2025Q2: 3,996 shares; 2025Q3: 3,368 shares; 2025Q4: 3,194 shares; 2026Q1: 3,065 shares; 2026Q2: 2,859 shares 2,859 $608K 0.02% -206 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,753 shares; 2026Q2: 10,431 shares 10,431 $588K 0.02% +678 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,230 shares; 2025Q4: 1,231 shares; 2026Q1: 1,475 shares; 2026Q2: 1,478 shares 1,478 $558K 0.02% +3 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,952 shares; 2024Q4: 9,208 shares; 2025Q1: 8,729 shares; 2025Q2: 8,740 shares; 2025Q3: 8,729 shares; 2025Q4: 8,729 shares; 2026Q1: 12,215 shares; 2026Q2: 23,042 shares 23,042 $555K 0.02% +10,827 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $553K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 461 shares; 2026Q2: 469 shares 469 $551K 0.02% +8 Timeline JEPI 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; 2024Q3: 335,653 shares; 2024Q4: 340,239 shares; 2025Q1: 372,621 shares; 2025Q2: 392,016 shares; 2025Q3: 17,394 shares; 2025Q4: 14,306 shares; 2026Q1: 11,743 shares; 2026Q2: 9,705 shares 9,705 $548K 0.02% -2,038 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,351 shares; 2025Q1: 5,443 shares; 2025Q2: 5,602 shares; 2025Q3: 5,382 shares; 2025Q4: 5,404 shares; 2026Q1: 5,544 shares; 2026Q2: 4,688 shares 4,688 $547K 0.02% -856 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,845 shares; 2024Q4: 13,745 shares; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 13,576 shares; 2025Q4: 11,938 shares; 2026Q1: 10,069 shares; 2026Q2: 10,711 shares 10,711 $540K 0.02% +642 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,637 shares; 2025Q1: 3,224 shares; 2025Q2: 3,414 shares; 2025Q3: 4,020 shares; 2025Q4: 5,078 shares; 2026Q1: 4,840 shares; 2026Q2: 4,908 shares 4,908 $528K 0.02% +68 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 896 shares 896 $520K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,010 shares; 2024Q4: 5,210 shares; 2025Q1: 5,269 shares; 2025Q2: 4,450 shares; 2025Q3: 4,436 shares; 2025Q4: 9,133 shares; 2026Q1: 9,147 shares; 2026Q2: 9,331 shares 9,331 $496K 0.02% +184 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,294 shares; 2024Q4: 4,287 shares; 2025Q1: 4,295 shares; 2025Q2: 4,406 shares; 2025Q3: 3,638 shares; 2025Q4: 3,643 shares; 2026Q1: 3,152 shares; 2026Q2: 2,940 shares 2,940 $490K 0.02% -212 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,208 shares 10,208 $483K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,372 shares; 2025Q2: 5,993 shares; 2025Q3: 9,428 shares; 2025Q4: 11,733 shares; 2026Q1: 13,998 shares; 2026Q2: 14,419 shares 14,419 $480K 0.02% +421 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,075 shares; 2024Q4: 516,767 shares; 2025Q1: 446,380 shares; 2025Q2: 487,095 shares; 2025Q3: 334,294 shares; 2025Q4: 374,529 shares; 2026Q1: 16,061 shares; 2026Q2: 13,894 shares 13,894 $469K 0.02% -2,167 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,816 shares; 2025Q4: 8,721 shares; 2026Q1: 10,772 shares; 2026Q2: 9,845 shares 9,845 $467K 0.02% -927 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 975 shares; 2025Q1: 992 shares; 2025Q2: 986 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 796 shares; 2026Q2: 930 shares 930 $465K 0.02% +134 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; 2024Q3: not reported; 2024Q4: 491,017 shares; 2025Q1: 503,089 shares; 2025Q2: 9,024 shares; 2025Q3: 8,885 shares; 2025Q4: 8,915 shares; 2026Q1: 12,048 shares; 2026Q2: 10,722 shares 10,722 $463K 0.01% -1,326 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,025 shares; 2025Q3: 9,024 shares; 2025Q4: 8,911 shares; 2026Q1: 8,911 shares; 2026Q2: 9,752 shares 9,752 $460K 0.01% +841 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $452K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: 4,841 shares; 2025Q1: 4,854 shares; 2025Q2: 5,514 shares; 2025Q3: 5,391 shares; 2025Q4: 5,415 shares; 2026Q1: 5,508 shares; 2026Q2: 5,790 shares 5,790 $447K 0.01% +282 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,312 shares; 2024Q4: 12,138 shares; 2025Q1: 10,873 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 12,532 shares; 2026Q1: 12,532 shares; 2026Q2: 12,532 shares 12,532 $434K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,975 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares; 2025Q4: 3,391 shares; 2026Q1: 2,672 shares; 2026Q2: 2,947 shares 2,947 $432K 0.01% +275 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,456 shares; 2025Q1: 1,494 shares; 2025Q2: not reported; 2025Q3: 1,545 shares; 2025Q4: 1,541 shares; 2026Q1: 1,530 shares; 2026Q2: 2,514 shares 2,514 $417K 0.01% +984 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 13,711 shares; 2025Q1: 12,630 shares; 2025Q2: 11,621 shares; 2025Q3: 11,623 shares; 2025Q4: 6,252 shares; 2026Q1: 5,999 shares; 2026Q2: 5,829 shares 5,829 $415K 0.01% -170 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,391 shares; 2025Q3: 1,401 shares; 2025Q4: 1,374 shares; 2026Q1: 1,370 shares; 2026Q2: 1,370 shares 1,370 $408K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 863 shares; 2026Q1: 864 shares; 2026Q2: 1,095 shares 1,095 $400K 0.01% +231 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $398K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,968 shares 6,968 $397K 0.01% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,622 shares; 2025Q2: 13,036 shares; 2025Q3: 13,147 shares; 2025Q4: 17,831 shares; 2026Q1: 17,938 shares; 2026Q2: 18,103 shares 18,103 $395K 0.01% +165 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,178 shares; 2025Q4: 2,219 shares; 2026Q1: 1,817 shares; 2026Q2: 1,793 shares 1,793 $393K 0.01% -24 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,793 shares; 2024Q4: 20,384 shares; 2025Q1: 14,432 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares; 2025Q4: 13,859 shares; 2026Q1: 13,859 shares; 2026Q2: 9,184 shares 9,184 $387K 0.01% -4,675 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 1,129 shares; 2025Q4: 1,089 shares; 2026Q1: 1,168 shares; 2026Q2: 1,785 shares 1,785 $386K 0.01% +617 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,322 shares; 2026Q2: 4,568 shares 4,568 $376K 0.01% +246 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,819 shares; 2024Q4: 4,336 shares; 2025Q1: 2,531 shares; 2025Q2: 4,503 shares; 2025Q3: 4,347 shares; 2025Q4: 3,983 shares; 2026Q1: 3,767 shares; 2026Q2: 3,790 shares 3,790 $375K 0.01% +23 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares; 2026Q2: 3,169 shares 3,169 $372K 0.01% +461 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,107 shares 3,107 $371K 0.01% new Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,357 shares 68,357 $355K 0.01% 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; 2024Q3: 1,658 shares; 2024Q4: 2,018 shares; 2025Q1: 1,570 shares; 2025Q2: 1,550 shares; 2025Q3: 1,531 shares; 2025Q4: 1,172 shares; 2026Q1: 1,116 shares; 2026Q2: 1,160 shares 1,160 $352K 0.01% +44 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,272 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,214 shares; 2026Q2: 3,791 shares 3,791 $344K 0.01% +1,577 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,946 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 17,713 shares; 2026Q1: 22,713 shares; 2026Q2: 41,843 shares 41,843 $339K 0.01% +19,130 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; 2024Q3: 3,490 shares; 2024Q4: 3,728 shares; 2025Q1: 3,490 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 7,217 shares; 2026Q1: 7,434 shares; 2026Q2: 7,434 shares 7,434 $337K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,926 shares; 2025Q3: 15,926 shares; 2025Q4: 15,926 shares; 2026Q1: 15,926 shares; 2026Q2: 42,681 shares 42,681 $336K 0.01% +26,755 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 530 shares; 2026Q2: 523 shares 523 $332K 0.01% -7 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,992 shares; 2025Q4: 3,813 shares; 2026Q1: 3,721 shares; 2026Q2: 3,461 shares 3,461 $324K 0.01% -260 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,042 shares; 2025Q1: 1,043 shares; 2025Q2: 893 shares; 2025Q3: 894 shares; 2025Q4: 895 shares; 2026Q1: 917 shares; 2026Q2: 857 shares 857 $318K 0.01% -60 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,556 shares; 2026Q1: 1,695 shares; 2026Q2: 1,997 shares 1,997 $313K 0.01% +302 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,400 shares 5,400 $309K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,304 shares 2,304 $296K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,582 shares; 2024Q4: 2,138 shares; 2025Q1: 2,045 shares; 2025Q2: 1,817 shares; 2025Q3: 1,829 shares; 2025Q4: 1,838 shares; 2026Q1: 1,741 shares; 2026Q2: 2,176 shares 2,176 $295K 0.01% +435 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,857 shares 4,857 $293K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $289K 0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,626 shares; 2024Q4: 8,629 shares; 2025Q1: 8,314 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 7,174 shares; 2026Q1: 7,174 shares; 2026Q2: 6,475 shares 6,475 $283K 0.01% -699 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 371 shares; 2025Q1: 417 shares; 2025Q2: 421 shares; 2025Q3: 283 shares; 2025Q4: 271 shares; 2026Q1: 279 shares; 2026Q2: 302 shares 302 $283K 0.01% +23 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 643 shares; 2025Q3: 664 shares; 2025Q4: 661 shares; 2026Q1: 744 shares; 2026Q2: 813 shares 813 $279K 0.01% +69 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,051 shares; 2024Q4: 40,485 shares; 2025Q1: 39,331 shares; 2025Q2: 10,602 shares; 2025Q3: 9,327 shares; 2025Q4: 9,554 shares; 2026Q1: 6,510 shares; 2026Q2: 6,576 shares 6,576 $278K 0.01% +66 Timeline FPEI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,996 shares; 2025Q2: 11,155 shares; 2025Q3: 13,234 shares; 2025Q4: 13,431 shares; 2026Q1: 13,620 shares; 2026Q2: 13,771 shares 13,771 $266K 0.01% +151 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 729 shares; 2025Q2: 732 shares; 2025Q3: 781 shares; 2025Q4: 730 shares; 2026Q1: 649 shares; 2026Q2: 749 shares 749 $264K 0.01% +100 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 3,138 shares; 2025Q1: 3,148 shares; 2025Q2: 3,149 shares; 2025Q3: 3,370 shares; 2025Q4: 2,679 shares; 2026Q1: 2,022 shares; 2026Q2: 1,635 shares 1,635 $257K 0.01% -387 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,743 shares; 2025Q2: 12,743 shares; 2025Q3: 12,479 shares; 2025Q4: 12,479 shares; 2026Q1: 12,479 shares; 2026Q2: 17,014 shares 17,014 $254K 0.01% +4,535 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,505 shares; 2025Q1: 2,489 shares; 2025Q2: 2,257 shares; 2025Q3: 2,625 shares; 2025Q4: 2,635 shares; 2026Q1: 2,674 shares; 2026Q2: 2,649 shares 2,649 $254K 0.01% -25 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,585 shares; 2025Q4: 5,301 shares; 2026Q1: not reported; 2026Q2: 5,411 shares 5,411 $253K 0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares; 2026Q2: 2,114 shares 2,114 $249K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares; 2026Q2: 1,246 shares 1,246 $246K 0.01% +140 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,014 shares; 2026Q2: 2,019 shares 2,019 $245K 0.01% +5 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,997 shares 2,997 $244K 0.01% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,527 shares 11,527 $243K 0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,788 shares; 2024Q4: 11,793 shares; 2025Q1: 11,797 shares; 2025Q2: 11,801 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,137 shares; 2026Q2: 2,140 shares 2,140 $240K 0.01% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,413 shares; 2025Q2: 1,431 shares; 2025Q3: 1,333 shares; 2025Q4: 1,323 shares; 2026Q1: 1,348 shares; 2026Q2: 1,326 shares 1,326 $240K 0.01% -22 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 959 shares; 2026Q1: 942 shares; 2026Q2: 1,004 shares 1,004 $238K 0.01% +62 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,105 shares; 2026Q2: 4,832 shares 4,832 $236K 0.01% -273 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares; 2026Q2: 2,778 shares 2,778 $233K 0.01% -212 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,039 shares; 2024Q4: 8,327 shares; 2025Q1: 9,338 shares; 2025Q2: 9,970 shares; 2025Q3: 5,676 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,051 shares 2,051 $224K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares; 2026Q1: 2,144 shares; 2026Q2: 2,124 shares 2,124 $221K 0.01% -20 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: not reported; 2025Q3: 6,254 shares; 2025Q4: 6,254 shares; 2026Q1: 6,254 shares; 2026Q2: 5,967 shares 5,967 $220K 0.01% -287 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,707 shares 3,707 $211K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: not reported; 2026Q2: 1,636 shares 1,636 $209K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,487 shares 8,487 $208K 0.01% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $208K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,722 shares 1,722 $203K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 957 shares; 2025Q1: 1,546 shares; 2025Q2: 1,073 shares; 2025Q3: 1,049 shares; 2025Q4: 1,049 shares; 2026Q1: not reported; 2026Q2: 514 shares 514 $202K 0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: not reported; 2026Q2: 157 shares 157 $201K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,529 shares; 2025Q4: 12,145 shares; 2026Q1: 12,137 shares; 2026Q2: 12,140 shares 12,140 $144K <0.01% +3 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,300 shares 11,300 $73.8K <0.01% new Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $72.6K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,777 shares; 2026Q1: 11,089 shares; 2026Q2: 11,089 shares 11,089 $51.2K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,055 shares; 2026Q1: 13,977 shares; 2026Q2: 13,790 shares 13,790 $50.6K <0.01% -187 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,162 shares 11,162 $50K <0.01% new Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,888 shares; 2025Q2: 13,888 shares; 2025Q3: 13,888 shares; 2025Q4: 13,888 shares; 2026Q1: 13,888 shares; 2026Q2: 13,888 shares 13,888 $13.3K <0.01% 0 Timeline