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: 32,003 shares; 2024Q4: 81,278 shares; 2025Q1: 168,779 shares; 2025Q2: 80,590 shares; 2025Q3: 41,819 shares; 2025Q4: 86,735 shares; 2026Q1: 76,624 shares; 2026Q2: 77,643 shares 77,643 $58.2M 19.41% +1,019 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: 6,381 shares; 2024Q4: 155,948 shares; 2025Q1: 102,515 shares; 2025Q2: 83,826 shares; 2025Q3: 77,904 shares; 2025Q4: 79,834 shares; 2026Q1: 67,304 shares; 2026Q2: 63,703 shares 63,703 $13.6M 4.52% -3,601 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: 44,410 shares; 2024Q4: 6,758 shares; 2025Q1: 140,904 shares; 2025Q2: 29,702 shares; 2025Q3: 2,896 shares; 2025Q4: 27,628 shares; 2026Q1: 27,280 shares; 2026Q2: 27,435 shares 27,435 $8.48M 2.83% +155 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: 21,000 shares; 2024Q4: not reported; 2025Q1: 35,103 shares; 2025Q2: 4,280 shares; 2025Q3: not reported; 2025Q4: 18,593 shares; 2026Q1: 17,714 shares; 2026Q2: 17,862 shares 17,862 $6.03M 2.01% +148 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: 20,184 shares; 2024Q4: not reported; 2025Q1: 106,443 shares; 2025Q2: 12,597 shares; 2025Q3: not reported; 2025Q4: 29,383 shares; 2026Q1: 30,785 shares; 2026Q2: 31,625 shares 31,625 $5.81M 1.94% +840 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: 22,553 shares; 2024Q4: 5,360 shares; 2025Q1: 165,247 shares; 2025Q2: 18,676 shares; 2025Q3: 3,300 shares; 2025Q4: 25,106 shares; 2026Q1: 26,863 shares; 2026Q2: 26,893 shares 26,893 $5.27M 1.76% +30 Timeline BUFR 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: 11,880 shares; 2025Q1: 203,746 shares; 2025Q2: 95,905 shares; 2025Q3: 10,890 shares; 2025Q4: 164,353 shares; 2026Q1: 151,609 shares; 2026Q2: 141,641 shares 141,641 $5.2M 1.73% -9,968 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: 6,679 shares; 2024Q4: 16,214 shares; 2025Q1: 67,376 shares; 2025Q2: 12,318 shares; 2025Q3: 7,521 shares; 2025Q4: 10,956 shares; 2026Q1: 10,187 shares; 2026Q2: 10,350 shares 10,350 $3.87M 1.29% +163 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: 5,251 shares; 2024Q4: not reported; 2025Q1: 31,322 shares; 2025Q2: 3,277 shares; 2025Q3: not reported; 2025Q4: 4,459 shares; 2026Q1: 4,624 shares; 2026Q2: 3,829 shares 3,829 $3.77M 1.26% -795 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 119,758 shares; 2025Q1: 56,652 shares; 2025Q2: 55,318 shares; 2025Q3: 54,736 shares; 2025Q4: 53,584 shares; 2026Q1: 42,821 shares; 2026Q2: 39,762 shares 39,762 $3.71M 1.24% -3,059 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: 6,152 shares; 2024Q4: 848 shares; 2025Q1: 54,328 shares; 2025Q2: 4,286 shares; 2025Q3: 428 shares; 2025Q4: 1,823 shares; 2026Q1: 1,480 shares; 2026Q2: 4,720 shares 4,720 $3.41M 1.14% +3,240 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: 25,300 shares; 2024Q4: 9,413 shares; 2025Q1: 20,961 shares; 2025Q2: 16,239 shares; 2025Q3: 4,289 shares; 2025Q4: 11,175 shares; 2026Q1: 10,507 shares; 2026Q2: 10,449 shares 10,449 $3.13M 1.04% -58 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: 19,239 shares; 2024Q4: not reported; 2025Q1: 47,411 shares; 2025Q2: 10,465 shares; 2025Q3: not reported; 2025Q4: 7,079 shares; 2026Q1: 7,885 shares; 2026Q2: 8,066 shares 8,066 $3.11M 1.04% +181 Timeline BILS 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: 9,588 shares; 2024Q4: not reported; 2025Q1: 35,805 shares; 2025Q2: 8,379 shares; 2025Q3: not reported; 2025Q4: 29,100 shares; 2026Q1: 39,596 shares; 2026Q2: 30,375 shares 30,375 $3.01M 1% -9,221 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: 10,510 shares; 2024Q4: not reported; 2025Q1: 54,831 shares; 2025Q2: 3,798 shares; 2025Q3: not reported; 2025Q4: 7,536 shares; 2026Q1: 7,900 shares; 2026Q2: 8,113 shares 8,113 $2.97M 0.99% +213 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; 2024Q3: 24,848 shares; 2024Q4: not reported; 2025Q1: 90,166 shares; 2025Q2: 17,607 shares; 2025Q3: not reported; 2025Q4: 28,409 shares; 2026Q1: 30,084 shares; 2026Q2: 49,393 shares 49,393 $2.86M 0.95% +19,309 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: 20,502 shares; 2024Q4: 1,000 shares; 2025Q1: 84,615 shares; 2025Q2: 6,735 shares; 2025Q3: 919 shares; 2025Q4: 12,217 shares; 2026Q1: 12,042 shares; 2026Q2: 11,640 shares 11,640 $2.84M 0.95% -402 Timeline XLF 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: 28,681 shares; 2024Q4: not reported; 2025Q1: 224,570 shares; 2025Q2: 51,072 shares; 2025Q3: not reported; 2025Q4: 74,928 shares; 2026Q1: 73,543 shares; 2026Q2: 49,497 shares 49,497 $2.78M 0.93% -24,046 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,179 shares; 2025Q2: 18,238 shares; 2025Q3: not reported; 2025Q4: 21,656 shares; 2026Q1: 22,108 shares; 2026Q2: 26,801 shares 26,801 $2.77M 0.92% +4,693 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; 2024Q3: 3,660 shares; 2024Q4: not reported; 2025Q1: 31,927 shares; 2025Q2: 9,613 shares; 2025Q3: not reported; 2025Q4: 23,922 shares; 2026Q1: 23,212 shares; 2026Q2: 22,326 shares 22,326 $2.63M 0.88% -886 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: 8,903 shares; 2024Q4: 1,520 shares; 2025Q1: 23,774 shares; 2025Q2: 6,409 shares; 2025Q3: 604 shares; 2025Q4: 4,390 shares; 2026Q1: 4,544 shares; 2026Q2: 4,518 shares 4,518 $2.29M 0.76% -26 Timeline XLP 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: 9,889 shares; 2024Q4: not reported; 2025Q1: 70,913 shares; 2025Q2: 21,237 shares; 2025Q3: not reported; 2025Q4: 31,305 shares; 2026Q1: 29,108 shares; 2026Q2: 26,856 shares 26,856 $2.26M 0.75% -2,252 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,026 shares; 2024Q4: not reported; 2025Q1: 115,699 shares; 2025Q2: 22,493 shares; 2025Q3: not reported; 2025Q4: 29,347 shares; 2026Q1: 30,147 shares; 2026Q2: 30,556 shares 30,556 $2.23M 0.74% +409 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: 21,298 shares; 2024Q4: not reported; 2025Q1: 187,557 shares; 2025Q2: 11,712 shares; 2025Q3: not reported; 2025Q4: 22,011 shares; 2026Q1: 16,953 shares; 2026Q2: 24,810 shares 24,810 $2.19M 0.73% +7,857 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,527 shares; 2024Q4: not reported; 2025Q1: 3,908 shares; 2025Q2: 1,984 shares; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 4,782 shares; 2026Q2: 4,751 shares 4,751 $2.15M 0.72% -31 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,737 shares; 2026Q1: 14,229 shares; 2026Q2: 16,400 shares 16,400 $2.03M 0.68% +2,171 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,867 shares; 2024Q4: not reported; 2025Q1: 26,547 shares; 2025Q2: 23,470 shares; 2025Q3: not reported; 2025Q4: 23,564 shares; 2026Q1: 21,181 shares; 2026Q2: 21,690 shares 21,690 $2.02M 0.67% +509 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 2,712 shares; 2026Q1: 2,647 shares; 2026Q2: 2,746 shares 2,746 $2.01M 0.67% +99 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: 9,658 shares; 2024Q4: not reported; 2025Q1: 20,783 shares; 2025Q2: 4,770 shares; 2025Q3: not reported; 2025Q4: 5,232 shares; 2026Q1: 4,892 shares; 2026Q2: 5,005 shares 5,005 $1.87M 0.62% +113 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: not reported; 2024Q4: 7,178 shares; 2025Q1: 6,822 shares; 2025Q2: 4,569 shares; 2025Q3: 4,539 shares; 2025Q4: 10,933 shares; 2026Q1: 4,539 shares; 2026Q2: 4,539 shares 4,539 $1.86M 0.62% 0 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: 9,377 shares; 2024Q4: not reported; 2025Q1: 243,713 shares; 2025Q2: 5,549 shares; 2025Q3: 9,377 shares; 2025Q4: 27,094 shares; 2026Q1: 27,509 shares; 2026Q2: 27,518 shares 27,518 $1.85M 0.62% +9 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X 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: 25,839 shares; 2026Q1: 26,454 shares; 2026Q2: 36,891 shares 36,891 $1.84M 0.61% +10,437 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; 2024Q3: 6,538 shares; 2024Q4: not reported; 2025Q1: 75,683 shares; 2025Q2: 11,563 shares; 2025Q3: not reported; 2025Q4: 13,761 shares; 2026Q1: 13,317 shares; 2026Q2: 12,937 shares 12,937 $1.43M 0.48% -380 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: 5,020 shares; 2024Q4: not reported; 2025Q1: 38,745 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,926 shares 30,926 $1.4M 0.47% new 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: 4,411 shares; 2024Q4: not reported; 2025Q1: 11,376 shares; 2025Q2: 2,589 shares; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,487 shares; 2026Q2: 3,312 shares 3,312 $1.39M 0.46% -175 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: 5,913 shares; 2024Q4: not reported; 2025Q1: 29,317 shares; 2025Q2: 4,469 shares; 2025Q3: not reported; 2025Q4: 3,854 shares; 2026Q1: 1,365 shares; 2026Q2: 4,668 shares 4,668 $1.39M 0.46% +3,303 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; 2024Q3: 4,021 shares; 2024Q4: not reported; 2025Q1: 45,102 shares; 2025Q2: 3,153 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,426 shares 7,426 $1.38M 0.46% new 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: 4,098 shares; 2024Q4: not reported; 2025Q1: 6,675 shares; 2025Q2: 1,547 shares; 2025Q3: not reported; 2025Q4: 3,525 shares; 2026Q1: 3,592 shares; 2026Q2: 3,843 shares 3,843 $1.37M 0.46% +251 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: 3,698 shares; 2024Q4: not reported; 2025Q1: 9,892 shares; 2025Q2: 3,052 shares; 2025Q3: not reported; 2025Q4: 7,778 shares; 2026Q1: 8,163 shares; 2026Q2: 10,570 shares 10,570 $1.34M 0.45% +2,407 Timeline SPAB 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: 16,732 shares; 2024Q4: not reported; 2025Q1: 732,332 shares; 2025Q2: 18,593 shares; 2025Q3: not reported; 2025Q4: 44,940 shares; 2026Q1: 51,429 shares; 2026Q2: 51,853 shares 51,853 $1.32M 0.44% +424 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: not reported; 2025Q1: 10,574 shares; 2025Q2: 1,241 shares; 2025Q3: not reported; 2025Q4: 1,863 shares; 2026Q1: 1,960 shares; 2026Q2: 1,907 shares 1,907 $1.29M 0.43% -53 Timeline XLV 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: 7,918 shares; 2024Q4: 1,661 shares; 2025Q1: 68,678 shares; 2025Q2: 3,947 shares; 2025Q3: not reported; 2025Q4: 9,977 shares; 2026Q1: 8,250 shares; 2026Q2: 7,816 shares 7,816 $1.27M 0.42% -434 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,535 shares; 2025Q3: not reported; 2025Q4: 4,830 shares; 2026Q1: 4,846 shares; 2026Q2: 4,986 shares 4,986 $1.26M 0.42% +140 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: not reported; 2025Q1: 6,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares; 2026Q1: 1,784 shares; 2026Q2: 2,003 shares 2,003 $1.24M 0.41% +219 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: 10,746 shares; 2024Q4: not reported; 2025Q1: 31,914 shares; 2025Q2: 6,365 shares; 2025Q3: not reported; 2025Q4: 11,097 shares; 2026Q1: 10,595 shares; 2026Q2: 11,000 shares 11,000 $1.22M 0.41% +405 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: not reported; 2025Q4: 4,060 shares; 2026Q1: 4,079 shares; 2026Q2: 4,334 shares 4,334 $1.22M 0.41% +255 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,271 shares; 2024Q4: not reported; 2025Q1: 14,655 shares; 2025Q2: 5,235 shares; 2025Q3: not reported; 2025Q4: 2,761 shares; 2026Q1: 2,491 shares; 2026Q2: 2,277 shares 2,277 $1.21M 0.4% -214 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: not reported; 2024Q4: not reported; 2025Q1: 7,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,612 shares 4,612 $1.2M 0.4% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,254 shares; 2024Q4: not reported; 2025Q1: 9,795 shares; 2025Q2: 3,672 shares; 2025Q3: not reported; 2025Q4: 5,764 shares; 2026Q1: 5,741 shares; 2026Q2: 6,404 shares 6,404 $1.19M 0.4% +663 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,446 shares; 2025Q1: 130,234 shares; 2025Q2: 30,667 shares; 2025Q3: 27,943 shares; 2025Q4: 26,220 shares; 2026Q1: 20,332 shares; 2026Q2: 20,072 shares 20,072 $1.17M 0.39% -260 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,392 shares; 2025Q2: 2,627 shares; 2025Q3: not reported; 2025Q4: 6,939 shares; 2026Q1: 7,819 shares; 2026Q2: 8,102 shares 8,102 $1.17M 0.39% +283 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: not reported; 2025Q4: 7,546 shares; 2026Q1: 7,548 shares; 2026Q2: 8,197 shares 8,197 $1.15M 0.38% +649 Timeline SPBO 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: 10,251 shares; 2024Q4: not reported; 2025Q1: 505,467 shares; 2025Q2: 12,101 shares; 2025Q3: not reported; 2025Q4: 32,308 shares; 2026Q1: 38,030 shares; 2026Q2: 39,580 shares 39,580 $1.15M 0.38% +1,550 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: 10,746 shares; 2024Q4: not reported; 2025Q1: 97,330 shares; 2025Q2: 7,991 shares; 2025Q3: not reported; 2025Q4: 4,789 shares; 2026Q1: 4,789 shares; 2026Q2: 4,789 shares 4,789 $1.14M 0.38% 0 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: 19,665 shares; 2024Q4: not reported; 2025Q1: 122,378 shares; 2025Q2: 4,335 shares; 2025Q3: not reported; 2025Q4: 15,959 shares; 2026Q1: 21,951 shares; 2026Q2: 21,386 shares 21,386 $1.14M 0.38% -565 Timeline IWR 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: 22,276 shares; 2025Q1: 13,171 shares; 2025Q2: 10,112 shares; 2025Q3: 10,112 shares; 2025Q4: 10,112 shares; 2026Q1: 10,112 shares; 2026Q2: 10,112 shares 10,112 $1.12M 0.37% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: not reported; 2025Q1: 20,923 shares; 2025Q2: 2,385 shares; 2025Q3: not reported; 2025Q4: 2,799 shares; 2026Q1: 3,056 shares; 2026Q2: 3,027 shares 3,027 $1.08M 0.36% -29 Timeline BBP ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 9,009 shares; 2026Q1: 9,639 shares; 2026Q2: 10,761 shares 10,761 $1.07M 0.36% +1,122 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 5,615 shares; 2025Q4: 12,116 shares; 2026Q1: 21,116 shares; 2026Q2: 21,784 shares 21,784 $1.06M 0.35% +668 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,028 shares; 2024Q4: not reported; 2025Q1: 17,137 shares; 2025Q2: 1,319 shares; 2025Q3: not reported; 2025Q4: 2,501 shares; 2026Q1: 2,616 shares; 2026Q2: 2,674 shares 2,674 $1.04M 0.35% +58 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: not reported; 2025Q4: 7,022 shares; 2026Q1: 7,046 shares; 2026Q2: 7,316 shares 7,316 $1.04M 0.35% +270 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: not reported; 2025Q1: 3,043 shares; 2025Q2: 931 shares; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: 2,373 shares; 2026Q2: 2,461 shares 2,461 $1.02M 0.34% +88 Timeline MMSC 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: 16,635 shares; 2026Q1: 29,802 shares; 2026Q2: 35,025 shares 35,025 $1.01M 0.34% +5,223 Timeline IGV 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: 73,551 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,203 shares; 2026Q1: 10,897 shares; 2026Q2: 10,660 shares 10,660 $1.01M 0.34% -237 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: 7,320 shares; 2024Q4: 11,059 shares; 2025Q1: 143,255 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,871 shares; 2026Q1: 8,658 shares; 2026Q2: 8,383 shares 8,383 $995K 0.33% -275 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: not reported; 2025Q1: 12,149 shares; 2025Q2: 4,064 shares; 2025Q3: not reported; 2025Q4: 9,610 shares; 2026Q1: 9,533 shares; 2026Q2: 9,857 shares 9,857 $992K 0.33% +324 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: 2,675 shares; 2024Q4: not reported; 2025Q1: 5,459 shares; 2025Q2: 2,301 shares; 2025Q3: not reported; 2025Q4: 6,422 shares; 2026Q1: 6,390 shares; 2026Q2: 6,948 shares 6,948 $990K 0.33% +558 Timeline SCHX 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: not reported; 2024Q4: not reported; 2025Q1: 16,718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,505 shares; 2026Q1: 33,532 shares; 2026Q2: 33,362 shares 33,362 $989K 0.33% -170 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,478 shares; 2025Q1: 30,049 shares; 2025Q2: 17,368 shares; 2025Q3: 16,192 shares; 2025Q4: 14,466 shares; 2026Q1: 11,149 shares; 2026Q2: 11,125 shares 11,125 $986K 0.33% -24 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: 3,722 shares; 2024Q4: not reported; 2025Q1: 8,846 shares; 2025Q2: 1,356 shares; 2025Q3: not reported; 2025Q4: 3,581 shares; 2026Q1: 3,618 shares; 2026Q2: 3,862 shares 3,862 $984K 0.33% +244 Timeline USMV 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: 25,411 shares; 2025Q1: 18,988 shares; 2025Q2: 13,324 shares; 2025Q3: 11,969 shares; 2025Q4: 11,362 shares; 2026Q1: 10,199 shares; 2026Q2: 10,199 shares 10,199 $984K 0.33% 0 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: 16,769 shares; 2024Q4: not reported; 2025Q1: 19,980 shares; 2025Q2: 9,559 shares; 2025Q3: not reported; 2025Q4: 3,382 shares; 2026Q1: 2,836 shares; 2026Q2: 2,688 shares 2,688 $980K 0.33% -148 Timeline PICK ISHARES INC More: the full row for ISHARES 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: 11,981 shares; 2026Q1: 13,104 shares; 2026Q2: 16,497 shares 16,497 $967K 0.32% +3,393 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: 13,704 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,278 shares; 2025Q3: not reported; 2025Q4: 1,343 shares; 2026Q1: 1,723 shares; 2026Q2: 1,599 shares 1,599 $966K 0.32% -124 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,002 shares; 2026Q1: 27,045 shares; 2026Q2: 26,375 shares 26,375 $962K 0.32% -670 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: 2,822 shares; 2024Q4: not reported; 2025Q1: 16,160 shares; 2025Q2: 686 shares; 2025Q3: not reported; 2025Q4: 1,567 shares; 2026Q1: 1,575 shares; 2026Q2: 1,580 shares 1,580 $948K 0.32% +5 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,240 shares; 2024Q4: not reported; 2025Q1: 123,790 shares; 2025Q2: 25,169 shares; 2025Q3: not reported; 2025Q4: 15,344 shares; 2026Q1: 11,992 shares; 2026Q2: 11,417 shares 11,417 $941K 0.31% -575 Timeline KBWB 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: not reported; 2024Q4: not reported; 2025Q1: 49,208 shares; 2025Q2: 9,433 shares; 2025Q3: not reported; 2025Q4: 9,752 shares; 2026Q1: 7,535 shares; 2026Q2: 9,655 shares 9,655 $929K 0.31% +2,120 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: not reported; 2024Q4: not reported; 2025Q1: 164,823 shares; 2025Q2: 6,533 shares; 2025Q3: 8,374 shares; 2025Q4: 23,904 shares; 2026Q1: 17,973 shares; 2026Q2: 24,364 shares 24,364 $925K 0.31% +6,391 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,577 shares; 2025Q2: 7,217 shares; 2025Q3: not reported; 2025Q4: 15,152 shares; 2026Q1: 15,902 shares; 2026Q2: 16,003 shares 16,003 $911K 0.3% +101 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 5,322 shares; 2026Q1: 5,470 shares; 2026Q2: 6,434 shares 6,434 $894K 0.3% +964 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; 2024Q3: 18,428 shares; 2024Q4: not reported; 2025Q1: 32,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,683 shares 19,683 $872K 0.29% new Timeline SPSB 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: 29,411 shares; 2024Q4: not reported; 2025Q1: 244,837 shares; 2025Q2: 8,103 shares; 2025Q3: not reported; 2025Q4: 23,546 shares; 2026Q1: 29,134 shares; 2026Q2: 28,882 shares 28,882 $865K 0.29% -252 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: 3,782 shares; 2024Q4: not reported; 2025Q1: 19,574 shares; 2025Q2: 1,394 shares; 2025Q3: not reported; 2025Q4: 2,603 shares; 2026Q1: 2,811 shares; 2026Q2: 2,859 shares 2,859 $853K 0.28% +48 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; 2024Q3: 4,400 shares; 2024Q4: not reported; 2025Q1: 176,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,428 shares; 2026Q1: 11,017 shares; 2026Q2: 9,247 shares 9,247 $845K 0.28% -1,770 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 187,435 shares; 2025Q2: 5,770 shares; 2025Q3: not reported; 2025Q4: 7,428 shares; 2026Q1: 8,883 shares; 2026Q2: 9,299 shares 9,299 $837K 0.28% +416 Timeline STIP 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: 3,956 shares; 2025Q1: 26,377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,093 shares; 2026Q1: 10,131 shares; 2026Q2: 8,219 shares 8,219 $834K 0.28% -1,912 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE 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: 15,476 shares; 2026Q1: 18,516 shares; 2026Q2: 20,332 shares 20,332 $833K 0.28% +1,816 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: not reported; 2024Q4: not reported; 2025Q1: 37,399 shares; 2025Q2: 9,311 shares; 2025Q3: not reported; 2025Q4: 18,742 shares; 2026Q1: 19,217 shares; 2026Q2: 25,198 shares 25,198 $812K 0.27% +5,981 Timeline SFLR 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: not reported; 2024Q4: 51,492 shares; 2025Q1: 46,036 shares; 2025Q2: 45,531 shares; 2025Q3: 73,995 shares; 2025Q4: 69,556 shares; 2026Q1: 22,251 shares; 2026Q2: 21,036 shares 21,036 $812K 0.27% -1,215 Timeline SPTS 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: not reported; 2024Q4: not reported; 2025Q1: 60,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,910 shares; 2026Q1: 83,922 shares; 2026Q2: 27,800 shares 27,800 $805K 0.27% -56,122 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: not reported; 2024Q4: 3,109 shares; 2025Q1: 2,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,620 shares 3,620 $794K 0.26% new Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: not reported; 2025Q1: 40,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,352 shares; 2026Q1: 5,505 shares; 2026Q2: 5,474 shares 5,474 $789K 0.26% -31 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: not reported; 2024Q4: 5,070 shares; 2025Q1: 25,076 shares; 2025Q2: 11,631 shares; 2025Q3: 19,848 shares; 2025Q4: 19,078 shares; 2026Q1: 9,662 shares; 2026Q2: 9,638 shares 9,638 $781K 0.26% -24 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,550 shares; 2026Q1: 15,250 shares; 2026Q2: 15,450 shares 15,450 $779K 0.26% +200 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: 4,830 shares; 2024Q4: not reported; 2025Q1: 137,440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,440 shares; 2026Q1: 13,597 shares; 2026Q2: 13,629 shares 13,629 $779K 0.26% +32 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 573 shares; 2025Q2: 289 shares; 2025Q3: not reported; 2025Q4: 727 shares; 2026Q1: 722 shares; 2026Q2: 746 shares 746 $754K 0.25% +24 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 2,224 shares; 2026Q1: 2,183 shares; 2026Q2: 2,357 shares 2,357 $728K 0.24% +174 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,833 shares; 2024Q4: not reported; 2025Q1: 15,477 shares; 2025Q2: 1,620 shares; 2025Q3: not reported; 2025Q4: 2,294 shares; 2026Q1: 2,385 shares; 2026Q2: 2,424 shares 2,424 $714K 0.24% +39 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: not reported; 2025Q1: 7,652 shares; 2025Q2: 668 shares; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 917 shares; 2026Q2: 910 shares 910 $714K 0.24% -7 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 8,004 shares; 2026Q1: 8,354 shares; 2026Q2: 10,251 shares 10,251 $712K 0.24% +1,897 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,754 shares; 2025Q3: not reported; 2025Q4: 28,177 shares; 2026Q1: 27,854 shares; 2026Q2: 28,973 shares 28,973 $709K 0.24% +1,119 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,569 shares; 2025Q2: 2,711 shares; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 4,122 shares; 2026Q2: 4,045 shares 4,045 $701K 0.23% -77 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,370 shares; 2024Q4: not reported; 2025Q1: 71,727 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,649 shares; 2026Q1: 15,229 shares; 2026Q2: 15,903 shares 15,903 $673K 0.22% +674 Timeline CDX 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,526 shares; 2026Q1: 29,309 shares; 2026Q2: 32,003 shares 32,003 $671K 0.22% +2,694 Timeline SPTL 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: 16,643 shares; 2024Q4: not reported; 2025Q1: 215,617 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,701 shares; 2026Q1: 19,565 shares; 2026Q2: 24,954 shares 24,954 $648K 0.22% +5,389 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,325 shares; 2024Q4: 4,416 shares; 2025Q1: 69,062 shares; 2025Q2: 7,603 shares; 2025Q3: 2,093 shares; 2025Q4: 5,554 shares; 2026Q1: 5,040 shares; 2026Q2: 4,718 shares 4,718 $644K 0.21% -322 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: 7,141 shares; 2024Q4: not reported; 2025Q1: 28,898 shares; 2025Q2: 3,068 shares; 2025Q3: not reported; 2025Q4: 4,078 shares; 2026Q1: 4,334 shares; 2026Q2: 4,305 shares 4,305 $642K 0.21% -29 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC 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: 4,479 shares; 2026Q1: 4,394 shares; 2026Q2: 4,536 shares 4,536 $636K 0.21% +142 Timeline SPYD 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: not reported; 2024Q4: 4,690 shares; 2025Q1: 16,855 shares; 2025Q2: 10,224 shares; 2025Q3: 9,922 shares; 2025Q4: 10,901 shares; 2026Q1: 12,755 shares; 2026Q2: 13,217 shares 13,217 $631K 0.21% +462 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 8,752 shares; 2026Q1: 9,208 shares; 2026Q2: 9,509 shares 9,509 $630K 0.21% +301 Timeline SPLV 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: 11,614 shares; 2024Q4: not reported; 2025Q1: 62,255 shares; 2025Q2: 5,327 shares; 2025Q3: not reported; 2025Q4: 8,266 shares; 2026Q1: 8,484 shares; 2026Q2: 8,227 shares 8,227 $626K 0.21% -257 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: 775 shares; 2024Q4: not reported; 2025Q1: 6,595 shares; 2025Q2: 680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,346 shares 5,346 $622K 0.21% new Timeline SLYG 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: 4,431 shares; 2024Q4: not reported; 2025Q1: 39,196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,340 shares; 2026Q1: 5,235 shares; 2026Q2: 5,207 shares 5,207 $615K 0.21% -28 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,013 shares; 2024Q4: not reported; 2025Q1: 14,624 shares; 2025Q2: 3,652 shares; 2025Q3: not reported; 2025Q4: 8,730 shares; 2026Q1: 8,461 shares; 2026Q2: 8,286 shares 8,286 $603K 0.2% -175 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: not reported; 2025Q4: 3,752 shares; 2026Q1: 3,607 shares; 2026Q2: 3,715 shares 3,715 $602K 0.2% +108 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: not reported; 2024Q4: not reported; 2025Q1: 107,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,480 shares; 2026Q1: 9,825 shares; 2026Q2: 12,749 shares 12,749 $600K 0.2% +2,924 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,245 shares; 2026Q1: 2,125 shares; 2026Q2: 2,235 shares 2,235 $596K 0.2% +110 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,785 shares; 2024Q4: 5,546 shares; 2025Q1: 70,738 shares; 2025Q2: 2,250 shares; 2025Q3: not reported; 2025Q4: 6,014 shares; 2026Q1: 5,971 shares; 2026Q2: 6,301 shares 6,301 $594K 0.2% +330 Timeline MNA NYLIM ETF TR More: the full row for NYLIM 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: 13,958 shares; 2026Q1: 15,012 shares; 2026Q2: 16,360 shares 16,360 $592K 0.2% +1,348 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 3,855 shares 3,855 $586K 0.2% new 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: 12,147 shares; 2025Q2: not reported; 2025Q3: 9,989 shares; 2025Q4: 18,177 shares; 2026Q1: 14,198 shares; 2026Q2: 22,013 shares 22,013 $582K 0.19% +7,815 Timeline FLRN 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: 27,347 shares; 2024Q4: not reported; 2025Q1: 216,429 shares; 2025Q2: 9,772 shares; 2025Q3: not reported; 2025Q4: 15,303 shares; 2026Q1: 18,110 shares; 2026Q2: 18,764 shares 18,764 $578K 0.19% +654 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: 2,691 shares; 2024Q4: 5,472 shares; 2025Q1: 34,283 shares; 2025Q2: 3,210 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,558 shares; 2026Q2: 1,559 shares 1,559 $577K 0.19% +1 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 4,254 shares; 2026Q1: 4,268 shares; 2026Q2: 4,566 shares 4,566 $575K 0.19% +298 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,983 shares; 2025Q2: 13,866 shares; 2025Q3: not reported; 2025Q4: 9,346 shares; 2026Q1: 11,696 shares; 2026Q2: 11,296 shares 11,296 $569K 0.19% -400 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: 984 shares; 2024Q4: not reported; 2025Q1: 6,466 shares; 2025Q2: 370 shares; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 610 shares; 2026Q2: 598 shares 598 $568K 0.19% -12 Timeline VIS 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: 1,572 shares 1,572 $564K 0.19% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,276 shares; 2026Q1: 3,455 shares; 2026Q2: 4,460 shares 4,460 $561K 0.19% +1,005 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,199 shares; 2026Q1: 20,230 shares; 2026Q2: 20,615 shares 20,615 $558K 0.19% +385 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP 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: 3,191 shares; 2026Q1: 3,330 shares; 2026Q2: 4,239 shares 4,239 $558K 0.19% +909 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 4,797 shares 4,797 $558K 0.19% new 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: 7,548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,191 shares; 2026Q1: 1,194 shares; 2026Q2: 1,560 shares 1,560 $548K 0.18% +366 Timeline TGT TARGET CORP More: the full row for TARGET 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: 8,347 shares; 2026Q1: 8,390 shares; 2026Q2: 4,328 shares 4,328 $546K 0.18% -4,062 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS 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: 2,474 shares; 2026Q1: 2,606 shares; 2026Q2: 3,488 shares 3,488 $545K 0.18% +882 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 2,824 shares 2,824 $537K 0.18% new Timeline IXUS 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: 25,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,512 shares 5,512 $530K 0.18% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,915 shares; 2025Q2: 2,460 shares; 2025Q3: not reported; 2025Q4: 6,545 shares; 2026Q1: 5,954 shares; 2026Q2: 6,331 shares 6,331 $522K 0.17% +377 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: not reported; 2025Q1: 21,582 shares; 2025Q2: 1,996 shares; 2025Q3: not reported; 2025Q4: 2,556 shares; 2026Q1: 2,675 shares; 2026Q2: 2,638 shares 2,638 $519K 0.17% -37 Timeline VWO 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: 4,939 shares; 2024Q4: 6,880 shares; 2025Q1: 375,513 shares; 2025Q2: 4,863 shares; 2025Q3: not reported; 2025Q4: 32,153 shares; 2026Q1: 8,113 shares; 2026Q2: 8,467 shares 8,467 $509K 0.17% +354 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 3,120 shares; 2026Q1: 3,252 shares; 2026Q2: 4,203 shares 4,203 $507K 0.17% +951 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD 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: 1,902 shares; 2026Q1: 2,034 shares; 2026Q2: 2,096 shares 2,096 $506K 0.17% +62 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,494 shares; 2025Q3: not reported; 2025Q4: 1,770 shares; 2026Q1: 1,803 shares; 2026Q2: 2,818 shares 2,818 $506K 0.17% +1,015 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: not reported; 2025Q1: 17,764 shares; 2025Q2: 1,928 shares; 2025Q3: not reported; 2025Q4: 3,444 shares; 2026Q1: 3,661 shares; 2026Q2: 3,604 shares 3,604 $496K 0.17% -57 Timeline SCHO 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: 15,490 shares; 2024Q4: not reported; 2025Q1: 197,327 shares; 2025Q2: 9,134 shares; 2025Q3: not reported; 2025Q4: 16,355 shares; 2026Q1: 19,773 shares; 2026Q2: 20,552 shares 20,552 $495K 0.17% +779 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: 998 shares; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 380 shares; 2026Q2: 408 shares 408 $490K 0.16% +28 Timeline ITT ITT INC More: the full row for ITT 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: 1,950 shares; 2026Q1: 2,030 shares; 2026Q2: 2,551 shares 2,551 $485K 0.16% +521 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: 11,985 shares; 2024Q4: 1,723 shares; 2025Q1: 22,111 shares; 2025Q2: 9,900 shares; 2025Q3: not reported; 2025Q4: 754 shares; 2026Q1: not reported; 2026Q2: 640 shares 640 $482K 0.16% new Timeline IYH 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: 7,352 shares; 2026Q2: 7,003 shares 7,003 $480K 0.16% -349 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: 4,527 shares; 2024Q4: not reported; 2025Q1: 4,491 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 843 shares 843 $477K 0.16% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,714 shares; 2025Q4: 9,709 shares; 2026Q1: 2,846 shares; 2026Q2: 2,940 shares 2,940 $475K 0.16% +94 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: 828 shares; 2024Q4: not reported; 2025Q1: 20,868 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: 687 shares; 2026Q2: 685 shares 685 $473K 0.16% -2 Timeline MINT 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: 4,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,067 shares; 2026Q1: 4,393 shares; 2026Q2: 4,491 shares 4,491 $452K 0.15% +98 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 5,893 shares 5,893 $440K 0.15% new Timeline ILF 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: 11,090 shares; 2026Q1: 11,406 shares; 2026Q2: 12,742 shares 12,742 $435K 0.15% +1,336 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND 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: 2,810 shares; 2026Q1: 2,851 shares; 2026Q2: 3,161 shares 3,161 $433K 0.14% +310 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: 18,316 shares; 2024Q4: not reported; 2025Q1: 14,822 shares; 2025Q2: 13,771 shares; 2025Q3: not reported; 2025Q4: 6,067 shares; 2026Q1: 4,366 shares; 2026Q2: 7,503 shares 7,503 $426K 0.14% +3,137 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,912 shares 3,912 $426K 0.14% new 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: 2,072 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 706 shares 706 $419K 0.14% +65 Timeline FMAY 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: 9,449 shares; 2024Q4: not reported; 2025Q1: 35,523 shares; 2025Q2: 7,573 shares; 2025Q3: not reported; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares; 2026Q2: 7,399 shares 7,399 $417K 0.14% -551 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 1,591 shares; 2026Q1: 1,668 shares; 2026Q2: 2,181 shares 2,181 $416K 0.14% +513 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,892 shares; 2025Q1: 12,142 shares; 2025Q2: 15,205 shares; 2025Q3: 22,815 shares; 2025Q4: 22,625 shares; 2026Q1: 9,150 shares; 2026Q2: 8,077 shares 8,077 $414K 0.14% -1,073 Timeline BUFF 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: not reported; 2024Q4: 17,796 shares; 2025Q1: 11,783 shares; 2025Q2: 14,008 shares; 2025Q3: 26,986 shares; 2025Q4: 25,951 shares; 2026Q1: 9,363 shares; 2026Q2: 7,778 shares 7,778 $410K 0.14% -1,585 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 4,572 shares; 2026Q1: 4,599 shares; 2026Q2: 5,122 shares 5,122 $409K 0.14% +523 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,693 shares; 2024Q4: not reported; 2025Q1: 6,673 shares; 2025Q2: 3,219 shares; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 9,819 shares; 2026Q2: 4,892 shares 4,892 $406K 0.14% -4,927 Timeline RPG 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: 6,690 shares; 2026Q1: 6,690 shares; 2026Q2: 6,691 shares 6,691 $405K 0.14% +1 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,173 shares; 2026Q1: 8,552 shares; 2026Q2: 15,994 shares 15,994 $402K 0.13% +7,442 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,407 shares 1,407 $396K 0.13% +2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 1,690 shares 1,690 $394K 0.13% +1,520 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC 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: 28,250 shares; 2026Q1: 30,563 shares; 2026Q2: 40,206 shares 40,206 $393K 0.13% +9,643 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: 4,552 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 261 shares; 2026Q2: 338 shares 338 $390K 0.13% +77 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: not reported; 2024Q4: not reported; 2025Q1: 13,584 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,052 shares; 2026Q1: 2,933 shares; 2026Q2: 4,251 shares 4,251 $388K 0.13% +1,318 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,171 shares; 2024Q4: not reported; 2025Q1: 10,157 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,567 shares; 2026Q1: 8,622 shares; 2026Q2: 9,190 shares 9,190 $384K 0.13% +568 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,052 shares; 2026Q1: 7,579 shares; 2026Q2: 8,193 shares 8,193 $377K 0.13% +614 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296,295 shares; 2025Q2: 24,126 shares; 2025Q3: not reported; 2025Q4: 50,641 shares; 2026Q1: 54,381 shares; 2026Q2: 55,286 shares 55,286 $373K 0.12% +905 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: 10,697 shares; 2024Q4: not reported; 2025Q1: 11,141 shares; 2025Q2: 3,898 shares; 2025Q3: not reported; 2025Q4: 7,158 shares; 2026Q1: 4,540 shares; 2026Q2: 4,473 shares 4,473 $371K 0.12% -67 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,012 shares; 2026Q2: 1,147 shares 1,147 $368K 0.12% +135 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,492 shares; 2024Q4: not reported; 2025Q1: 273,855 shares; 2025Q2: 9,053 shares; 2025Q3: not reported; 2025Q4: 11,219 shares; 2026Q1: 10,841 shares; 2026Q2: 11,732 shares 11,732 $360K 0.12% +891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,123 shares; 2026Q1: 2,273 shares; 2026Q2: 2,320 shares 2,320 $351K 0.12% +47 Timeline MINO 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: 20,384 shares; 2024Q4: not reported; 2025Q1: 18,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,415 shares; 2026Q1: 7,858 shares; 2026Q2: 7,588 shares 7,588 $346K 0.12% -270 Timeline SUB 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: 3,257 shares; 2026Q2: 3,257 shares 3,257 $346K 0.12% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,317 shares; 2025Q3: not reported; 2025Q4: 8,293 shares; 2026Q1: 4,395 shares; 2026Q2: 4,378 shares 4,378 $343K 0.11% -17 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: 13,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 986 shares; 2026Q2: 961 shares 961 $337K 0.11% -25 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP 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: 4,666 shares 4,666 $336K 0.11% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 838 shares; 2026Q1: not reported; 2026Q2: 582 shares 582 $336K 0.11% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: not reported; 2025Q1: 14,343 shares; 2025Q2: 2,003 shares; 2025Q3: not reported; 2025Q4: 2,013 shares; 2026Q1: 2,142 shares; 2026Q2: 2,019 shares 2,019 $334K 0.11% -123 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 29,784 shares; 2026Q1: 29,784 shares; 2026Q2: 29,784 shares 29,784 $332K 0.11% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: not reported; 2025Q1: 16,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares; 2026Q2: 6,118 shares 6,118 $327K 0.11% -127 Timeline VTWG 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: 1,026 shares; 2026Q1: 1,134 shares; 2026Q2: 1,147 shares 1,147 $326K 0.11% +13 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: 13,740 shares; 2024Q4: not reported; 2025Q1: 16,595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,639 shares 2,639 $322K 0.11% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 5,785 shares; 2026Q1: 6,795 shares; 2026Q2: 10,285 shares 10,285 $322K 0.11% +3,490 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: not reported; 2025Q1: 4,023 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 672 shares; 2026Q1: 727 shares; 2026Q2: 724 shares 724 $320K 0.11% -3 Timeline GDX 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: 11,691 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,876 shares; 2025Q3: not reported; 2025Q4: 4,559 shares; 2026Q1: not reported; 2026Q2: 4,001 shares 4,001 $315K 0.1% new Timeline CTA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,109 shares; 2025Q2: 7,543 shares; 2025Q3: not reported; 2025Q4: 9,054 shares; 2026Q1: 10,958 shares; 2026Q2: 11,874 shares 11,874 $310K 0.1% +916 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,309 shares; 2026Q1: 1,405 shares; 2026Q2: 1,455 shares 1,455 $308K 0.1% +50 Timeline 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,080 shares 6,080 $307K 0.1% new 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: 13,756 shares; 2024Q4: not reported; 2025Q1: 56,981 shares; 2025Q2: 7,161 shares; 2025Q3: not reported; 2025Q4: 15,237 shares; 2026Q1: 15,197 shares; 2026Q2: 14,845 shares 14,845 $306K 0.1% -352 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: not reported; 2025Q1: 83,788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,780 shares; 2026Q1: 5,270 shares; 2026Q2: 5,145 shares 5,145 $304K 0.1% -125 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: 16,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $303K 0.1% new 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: not reported; 2024Q4: 9,040 shares; 2025Q1: 133,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,535 shares; 2026Q1: 6,975 shares; 2026Q2: 7,265 shares 7,265 $302K 0.1% +290 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES 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: 1,766 shares; 2026Q1: 2,090 shares; 2026Q2: 2,551 shares 2,551 $299K 0.1% +461 Timeline SCHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,528 shares; 2026Q1: 13,601 shares; 2026Q2: 13,215 shares 13,215 $298K 0.1% -386 Timeline AIRR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,320 shares 2,320 $295K 0.1% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 694 shares; 2025Q3: not reported; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $293K 0.1% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 13,614 shares 13,614 $290K 0.1% new 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; 2024Q3: not reported; 2024Q4: 16,010 shares; 2025Q1: 37,645 shares; 2025Q2: 8,195 shares; 2025Q3: 7,370 shares; 2025Q4: 6,970 shares; 2026Q1: 4,800 shares; 2026Q2: 4,655 shares 4,655 $290K 0.1% -145 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: not reported; 2024Q4: not reported; 2025Q1: 176,283 shares; 2025Q2: 8,950 shares; 2025Q3: not reported; 2025Q4: 10,600 shares; 2026Q1: 8,550 shares; 2026Q2: 4,800 shares 4,800 $289K 0.1% -3,750 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 6,938 shares; 2026Q1: 6,938 shares; 2026Q2: 6,938 shares 6,938 $285K 0.09% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A 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: 5,825 shares; 2026Q1: 6,675 shares; 2026Q2: 9,135 shares 9,135 $283K 0.09% +2,460 Timeline ULST 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: 17,065 shares; 2024Q4: not reported; 2025Q1: 74,259 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,108 shares; 2026Q2: 6,942 shares 6,942 $280K 0.09% -166 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 5,763 shares; 2026Q1: 5,763 shares; 2026Q2: 4,840 shares 4,840 $276K 0.09% -923 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: 998 shares; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares; 2026Q1: 526 shares; 2026Q2: 513 shares 513 $273K 0.09% -13 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: 9,125 shares; 2024Q4: 18,602 shares; 2025Q1: 167,487 shares; 2025Q2: 5,753 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,368 shares; 2026Q2: 3,804 shares 3,804 $273K 0.09% -14,564 Timeline SJNK 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: not reported; 2024Q4: 10,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,522 shares; 2025Q4: 9,147 shares; 2026Q1: 10,660 shares; 2026Q2: 10,682 shares 10,682 $267K 0.09% +22 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 4,665 shares; 2026Q1: 2,165 shares; 2026Q2: 2,153 shares 2,153 $267K 0.09% -12 Timeline SPTI 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: not reported; 2024Q4: not reported; 2025Q1: 157,977 shares; 2025Q2: 28,854 shares; 2025Q3: not reported; 2025Q4: 9,802 shares; 2026Q1: 10,590 shares; 2026Q2: 9,377 shares 9,377 $265K 0.09% -1,213 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,840 shares; 2025Q3: 15,228 shares; 2025Q4: 15,228 shares; 2026Q1: 7,527 shares; 2026Q2: 7,527 shares 7,527 $265K 0.09% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 2,803 shares 2,803 $261K 0.09% new 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: not reported; 2025Q1: 41,260 shares; 2025Q2: 2,094 shares; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 1,950 shares; 2026Q2: 1,987 shares 1,987 $261K 0.09% +37 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,278 shares; 2026Q1: 12,186 shares; 2026Q2: 13,295 shares 13,295 $256K 0.09% +1,109 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: 2,084 shares; 2026Q2: 2,115 shares 2,115 $255K 0.09% +31 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,310 shares 10,310 $254K 0.08% new Timeline AOD ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,986 shares; 2024Q4: not reported; 2025Q1: 313,954 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,213 shares; 2026Q1: 24,871 shares; 2026Q2: 24,005 shares 24,005 $251K 0.08% -866 Timeline EWY ISHARES INC More: the full row for ISHARES 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: 2,146 shares; 2026Q1: 1,798 shares; 2026Q2: 1,314 shares 1,314 $249K 0.08% -484 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: not reported; 2025Q1: 5,826 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 1,566 shares; 2026Q2: 1,585 shares 1,585 $249K 0.08% +19 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,571 shares; 2026Q1: 1,616 shares; 2026Q2: 1,424 shares 1,424 $248K 0.08% -192 Timeline PPA 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: 4,173 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,355 shares 1,355 $247K 0.08% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD 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: 6,929 shares 6,929 $245K 0.08% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: not reported; 2025Q1: 11,774 shares; 2025Q2: 1,274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares; 2026Q2: 911 shares 911 $240K 0.08% -6 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 887 shares 887 $240K 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,210 shares; 2026Q2: 3,315 shares 3,315 $238K 0.08% +105 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: not reported; 2024Q4: 11,375 shares; 2025Q1: 314,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,824 shares; 2026Q1: 4,112 shares; 2026Q2: 3,852 shares 3,852 $238K 0.08% -260 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: 23,654 shares; 2024Q4: not reported; 2025Q1: 14,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,875 shares; 2026Q1: not reported; 2026Q2: 4,279 shares 4,279 $236K 0.08% new Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,757 shares; 2025Q2: not reported; 2025Q3: 14,327 shares; 2025Q4: 14,467 shares; 2026Q1: 8,830 shares; 2026Q2: 8,830 shares 8,830 $235K 0.08% 0 Timeline SCHA 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: not reported; 2024Q4: not reported; 2025Q1: 22,929 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,825 shares; 2026Q1: not reported; 2026Q2: 6,663 shares 6,663 $233K 0.08% new Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,952 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,230 shares 4,230 $233K 0.08% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 5,392 shares 5,392 $233K 0.08% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC 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: 3,774 shares; 2026Q1: 3,790 shares; 2026Q2: 3,784 shares 3,784 $233K 0.08% -6 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,339 shares; 2025Q1: 11,969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,165 shares 3,165 $231K 0.08% new Timeline SPHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,571 shares; 2026Q1: 9,661 shares; 2026Q2: 9,899 shares 9,899 $231K 0.08% +238 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: 38,604 shares; 2024Q4: 16,066 shares; 2025Q1: 183,325 shares; 2025Q2: 10,318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,533 shares 4,533 $230K 0.08% new Timeline FTCS 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: 2,820 shares; 2025Q1: 3,067 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,424 shares; 2026Q2: 2,428 shares 2,428 $228K 0.08% +4 Timeline BUFD 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: 14,210 shares; 2025Q1: 9,645 shares; 2025Q2: 10,135 shares; 2025Q3: 22,425 shares; 2025Q4: 22,385 shares; 2026Q1: not reported; 2026Q2: 7,665 shares 7,665 $228K 0.08% new Timeline SOXX 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: 1,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $220K 0.07% new Timeline VOX 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: 4,959 shares; 2024Q4: not reported; 2025Q1: 9,133 shares; 2025Q2: 3,205 shares; 2025Q3: not reported; 2025Q4: 1,133 shares; 2026Q1: 1,167 shares; 2026Q2: 1,161 shares 1,161 $220K 0.07% -6 Timeline TFLO 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: 16,590 shares; 2025Q1: 22,645 shares; 2025Q2: 4,318 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares; 2026Q1: 4,278 shares; 2026Q2: 4,278 shares 4,278 $217K 0.07% 0 Timeline SGOV 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: 4,491 shares; 2025Q1: 2,543 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $215K 0.07% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,144 shares; 2026Q1: 676 shares; 2026Q2: 561 shares 561 $213K 0.07% -115 Timeline JNK 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: not reported; 2024Q4: not reported; 2025Q1: 24,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,184 shares 2,184 $210K 0.07% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980 shares 980 $209K 0.07% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: not reported; 2025Q1: 249 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: not reported; 2026Q2: 115 shares 115 $208K 0.07% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 9,000 shares 9,000 $206K 0.07% -9,000 Timeline DBEF DBX ETF TR More: the full row for DBX 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: 5,118 shares; 2025Q3: 7,862 shares; 2025Q4: 7,862 shares; 2026Q1: not reported; 2026Q2: 3,765 shares 3,765 $206K 0.07% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020 shares; 2026Q1: not reported; 2026Q2: 1,060 shares 1,060 $205K 0.07% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 5,056 shares; 2026Q1: 5,056 shares; 2026Q2: 4,695 shares 4,695 $205K 0.07% -361 Timeline PFF 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: 43,923 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,604 shares 6,604 $203K 0.07% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: not reported; 2025Q1: 2,629 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 3,262 shares; 2026Q1: 1,960 shares; 2026Q2: 2,390 shares 2,390 $181K 0.06% +430 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS 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: 11,425 shares 11,425 $177K 0.06% new Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION 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: 10,033 shares 10,033 $163K 0.05% new Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,142 shares; 2024Q4: not reported; 2025Q1: 130,587 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,415 shares; 2026Q1: 11,614 shares; 2026Q2: 11,260 shares 11,260 $125K 0.04% -354 Timeline