QDPL 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: 1,132,791 shares; 2024Q4: 1,113,419 shares; 2025Q1: 1,072,546 shares; 2025Q2: 983,271 shares; 2025Q3: 971,649 shares; 2025Q4: 985,157 shares; 2026Q1: 977,608 shares; 2026Q2: 988,427 shares 988,427 $44.5M 6.7% +10,819 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,527 shares; 2024Q4: 240,027 shares; 2025Q1: 256,327 shares; 2025Q2: 258,897 shares; 2025Q3: 239,498 shares; 2025Q4: 238,287 shares; 2026Q1: 208,116 shares; 2026Q2: 193,572 shares 193,572 $32.7M 4.92% -14,544 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,502 shares; 2024Q4: 234,899 shares; 2025Q1: 253,823 shares; 2025Q2: 263,888 shares; 2025Q3: 382,623 shares; 2025Q4: 487,299 shares; 2026Q1: 465,311 shares; 2026Q2: 491,125 shares 491,125 $25.2M 3.78% +25,814 Timeline PTRB 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: 123,457 shares; 2024Q4: 184,409 shares; 2025Q1: 197,181 shares; 2025Q2: 210,044 shares; 2025Q3: 455,178 shares; 2025Q4: 472,860 shares; 2026Q1: 500,079 shares; 2026Q2: 535,104 shares 535,104 $22.2M 3.34% +35,025 Timeline PATN 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: not reported; 2025Q1: 185,969 shares; 2025Q2: 438,071 shares; 2025Q3: 605,577 shares; 2025Q4: 598,334 shares; 2026Q1: 628,077 shares; 2026Q2: 591,588 shares 591,588 $22M 3.31% -36,489 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,703 shares; 2024Q4: 217,416 shares; 2025Q1: 229,588 shares; 2025Q2: 233,451 shares; 2025Q3: 231,851 shares; 2025Q4: 239,170 shares; 2026Q1: 219,189 shares; 2026Q2: 205,993 shares 205,993 $21.4M 3.22% -13,196 Timeline JMEE 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: 245,317 shares; 2024Q4: 254,602 shares; 2025Q1: 236,038 shares; 2025Q2: 286,683 shares; 2025Q3: 243,414 shares; 2025Q4: 244,813 shares; 2026Q1: 258,399 shares; 2026Q2: 258,935 shares 258,935 $20.2M 3.04% +536 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,522 shares; 2024Q4: 797,821 shares; 2025Q1: 831,662 shares; 2025Q2: 839,836 shares; 2025Q3: 869,072 shares; 2025Q4: 1,108,459 shares; 2026Q1: 949,382 shares; 2026Q2: 969,639 shares 969,639 $20M 3.01% +20,257 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: not reported; 2024Q4: 417,921 shares; 2025Q1: 462,691 shares; 2025Q2: 500,122 shares; 2025Q3: 448,317 shares; 2025Q4: 474,308 shares; 2026Q1: 507,679 shares; 2026Q2: 540,885 shares 540,885 $13.8M 2.08% +33,206 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: 17,126 shares; 2024Q4: 17,156 shares; 2025Q1: 17,193 shares; 2025Q2: 17,152 shares; 2025Q3: 17,138 shares; 2025Q4: 16,984 shares; 2026Q1: 17,098 shares; 2026Q2: 17,909 shares 17,909 $13.4M 2.02% +811 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: 24,867 shares; 2024Q4: 27,884 shares; 2025Q1: 32,423 shares; 2025Q2: 32,740 shares; 2025Q3: 31,264 shares; 2025Q4: 27,991 shares; 2026Q1: 18,111 shares; 2026Q2: 18,476 shares 18,476 $13.4M 2.01% +365 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,752 shares; 2024Q4: 81,214 shares; 2025Q1: 114,754 shares; 2025Q2: 143,703 shares; 2025Q3: 147,719 shares; 2025Q4: 148,211 shares; 2026Q1: 146,838 shares; 2026Q2: 146,247 shares 146,247 $13M 1.96% -591 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: 97,718 shares; 2024Q4: 88,754 shares; 2025Q1: 89,139 shares; 2025Q2: 89,232 shares; 2025Q3: 91,601 shares; 2025Q4: 87,206 shares; 2026Q1: 88,496 shares; 2026Q2: 87,593 shares 87,593 $10.3M 1.55% -903 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 154,154 shares; 2025Q1: 147,222 shares; 2025Q2: 158,996 shares; 2025Q3: 193,529 shares; 2025Q4: 207,393 shares; 2026Q1: 214,451 shares; 2026Q2: 225,693 shares 225,693 $9.05M 1.36% +11,242 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: 8,933 shares; 2024Q4: 8,977 shares; 2025Q1: 48,341 shares; 2025Q2: 49,710 shares; 2025Q3: 42,946 shares; 2025Q4: 41,048 shares; 2026Q1: 42,521 shares; 2026Q2: 34,657 shares 34,657 $9.03M 1.36% -7,864 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: 62,879 shares; 2024Q4: 72,934 shares; 2025Q1: 78,848 shares; 2025Q2: 86,301 shares; 2025Q3: 134,571 shares; 2025Q4: 138,077 shares; 2026Q1: 143,668 shares; 2026Q2: 144,604 shares 144,604 $8.89M 1.34% +936 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,328 shares; 2024Q4: 13,983 shares; 2025Q1: 14,681 shares; 2025Q2: 15,704 shares; 2025Q3: 13,954 shares; 2025Q4: 12,801 shares; 2026Q1: 12,254 shares; 2026Q2: 12,196 shares 12,196 $8.7M 1.31% -58 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 271,948 shares; 2025Q4: 275,109 shares; 2026Q1: 283,312 shares; 2026Q2: 291,862 shares 291,862 $8.43M 1.27% +8,550 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: 14,457 shares; 2024Q4: 14,320 shares; 2025Q1: 16,606 shares; 2025Q2: 14,179 shares; 2025Q3: 11,037 shares; 2025Q4: 10,367 shares; 2026Q1: 8,688 shares; 2026Q2: 10,979 shares 10,979 $8.08M 1.22% +2,291 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,427 shares; 2024Q4: 116,986 shares; 2025Q1: 122,661 shares; 2025Q2: 134,548 shares; 2025Q3: 134,469 shares; 2025Q4: 133,620 shares; 2026Q1: 132,024 shares; 2026Q2: 140,070 shares 140,070 $7.9M 1.19% +8,046 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179,319 shares 179,319 $7.85M 1.18% new 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: 24,463 shares; 2024Q4: 24,594 shares; 2025Q1: 24,865 shares; 2025Q2: 25,425 shares; 2025Q3: 24,511 shares; 2025Q4: 23,677 shares; 2026Q1: 23,845 shares; 2026Q2: 24,795 shares 24,795 $7.17M 1.08% +950 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,698 shares; 2024Q4: 45,754 shares; 2025Q1: 46,866 shares; 2025Q2: 49,743 shares; 2025Q3: 53,836 shares; 2025Q4: 52,350 shares; 2026Q1: 55,684 shares; 2026Q2: 60,232 shares 60,232 $7.06M 1.06% +4,548 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,924 shares; 2025Q1: 19,200 shares; 2025Q2: 19,439 shares; 2025Q3: 18,667 shares; 2025Q4: 17,610 shares; 2026Q1: 18,140 shares; 2026Q2: 19,486 shares 19,486 $6.9M 1.04% +1,346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,997 shares; 2026Q2: 74,203 shares 74,203 $6.85M 1.03% +4,206 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: 106,264 shares; 2024Q4: 104,396 shares; 2025Q1: 105,242 shares; 2025Q2: 105,298 shares; 2025Q3: 108,977 shares; 2025Q4: 112,811 shares; 2026Q1: 117,110 shares; 2026Q2: 127,199 shares 127,199 $6.82M 1.03% +10,089 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: 43,700 shares; 2024Q4: 47,791 shares; 2025Q1: 48,690 shares; 2025Q2: 53,962 shares; 2025Q3: 55,729 shares; 2025Q4: 54,874 shares; 2026Q1: 54,820 shares; 2026Q2: 49,020 shares 49,020 $6.7M 1.01% -5,800 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,996 shares; 2024Q4: 64,047 shares; 2025Q1: 60,370 shares; 2025Q2: 60,836 shares; 2025Q3: 71,883 shares; 2025Q4: 73,317 shares; 2026Q1: 76,956 shares; 2026Q2: 87,585 shares 87,585 $6.53M 0.98% +10,629 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,922 shares 32,922 $6.51M 0.98% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,560 shares; 2026Q2: 38,692 shares 38,692 $6.06M 0.91% +3,132 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 100,844 shares; 2026Q2: 107,414 shares 107,414 $5.96M 0.9% +6,570 Timeline PULS 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: 102,375 shares; 2024Q4: 150,877 shares; 2025Q1: 163,219 shares; 2025Q2: 128,540 shares; 2025Q3: 146,545 shares; 2025Q4: 151,426 shares; 2026Q1: 108,852 shares; 2026Q2: 114,298 shares 114,298 $5.66M 0.85% +5,446 Timeline PAB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,196 shares; 2026Q2: 133,351 shares 133,351 $5.62M 0.84% +10,155 Timeline PHYL 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: not reported; 2025Q1: 115,686 shares; 2025Q2: 122,821 shares; 2025Q3: 132,647 shares; 2025Q4: 139,852 shares; 2026Q1: 148,164 shares; 2026Q2: 160,895 shares 160,895 $5.61M 0.84% +12,731 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,213 shares; 2025Q3: 128,084 shares; 2025Q4: 127,252 shares; 2026Q1: 119,686 shares; 2026Q2: 128,600 shares 128,600 $5.16M 0.78% +8,914 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,803 shares; 2024Q4: 89,777 shares; 2025Q1: 96,870 shares; 2025Q2: not reported; 2025Q3: 121,177 shares; 2025Q4: 128,497 shares; 2026Q1: 130,928 shares; 2026Q2: 136,439 shares 136,439 $5.09M 0.77% +5,511 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,805 shares; 2025Q1: 3,193 shares; 2025Q2: 3,153 shares; 2025Q3: 3,086 shares; 2025Q4: 3,244 shares; 2026Q1: 3,159 shares; 2026Q2: 34,254 shares 34,254 $5.02M 0.75% +31,095 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: 857 shares; 2026Q1: 675 shares; 2026Q2: 13,525 shares 13,525 $4.95M 0.74% +12,850 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 67,764 shares 67,764 $4.87M 0.73% 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: 38,954 shares; 2024Q4: 40,414 shares; 2025Q1: 41,883 shares; 2025Q2: 42,134 shares; 2025Q3: 50,052 shares; 2025Q4: 50,046 shares; 2026Q1: 49,799 shares; 2026Q2: 49,819 shares 49,819 $4.75M 0.72% +20 Timeline VEMY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,191 shares; 2024Q4: 109,473 shares; 2025Q1: 119,042 shares; 2025Q2: 129,384 shares; 2025Q3: 138,151 shares; 2025Q4: 140,493 shares; 2026Q1: 148,086 shares; 2026Q2: 157,788 shares 157,788 $4.55M 0.68% +9,702 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: 11,214 shares; 2024Q4: 12,247 shares; 2025Q1: 12,814 shares; 2025Q2: 13,830 shares; 2025Q3: 14,811 shares; 2025Q4: 20,127 shares; 2026Q1: 27,536 shares; 2026Q2: 28,588 shares 28,588 $4.54M 0.68% +1,052 Timeline PJFG 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: 78,722 shares; 2024Q4: 69,368 shares; 2025Q1: 65,240 shares; 2025Q2: 56,646 shares; 2025Q3: 49,766 shares; 2025Q4: 49,452 shares; 2026Q1: 41,828 shares; 2026Q2: 38,915 shares 38,915 $4.52M 0.68% -2,913 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 2,459 shares; 2025Q1: 2,680 shares; 2025Q2: 2,685 shares; 2025Q3: 2,677 shares; 2025Q4: 2,630 shares; 2026Q1: 2,423 shares; 2026Q2: 14,244 shares 14,244 $4.32M 0.65% +11,821 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,825 shares; 2025Q3: 113,109 shares; 2025Q4: 131,752 shares; 2026Q1: 161,228 shares; 2026Q2: 174,726 shares 174,726 $4.24M 0.64% +13,498 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: 6,178 shares; 2024Q4: 6,167 shares; 2025Q1: 6,581 shares; 2025Q2: 6,455 shares; 2025Q3: 6,469 shares; 2025Q4: 6,713 shares; 2026Q1: 6,653 shares; 2026Q2: 38,299 shares 38,299 $4.23M 0.64% +31,646 Timeline XISE 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: 116,317 shares; 2025Q1: 116,317 shares; 2025Q2: 116,363 shares; 2025Q3: 136,060 shares; 2025Q4: 140,953 shares; 2026Q1: 139,824 shares; 2026Q2: 138,505 shares 138,505 $4.22M 0.63% -1,319 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,579 shares; 2024Q4: 59,393 shares; 2025Q1: 65,534 shares; 2025Q2: 68,004 shares; 2025Q3: 71,443 shares; 2025Q4: 75,239 shares; 2026Q1: 76,730 shares; 2026Q2: 75,881 shares 75,881 $3.85M 0.58% -849 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: 17,620 shares; 2024Q4: 16,694 shares; 2025Q1: 18,278 shares; 2025Q2: 17,995 shares; 2025Q3: 16,993 shares; 2025Q4: 17,503 shares; 2026Q1: 17,764 shares; 2026Q2: 19,023 shares 19,023 $3.81M 0.57% +1,259 Timeline INDS 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: 153,873 shares; 2024Q4: 178,962 shares; 2025Q1: 110,766 shares; 2025Q2: 110,233 shares; 2025Q3: 113,860 shares; 2025Q4: 116,413 shares; 2026Q1: 89,069 shares; 2026Q2: 89,292 shares 89,292 $3.59M 0.54% +223 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 15,492 shares 15,492 $3.47M 0.52% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 15,491 shares 15,491 $3.42M 0.52% new Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,523 shares; 2025Q3: 122,114 shares; 2025Q4: 121,986 shares; 2026Q1: 121,992 shares; 2026Q2: 127,890 shares 127,890 $3.28M 0.49% +5,898 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: 7,141 shares; 2024Q4: 7,407 shares; 2025Q1: 7,615 shares; 2025Q2: 7,557 shares; 2025Q3: 7,536 shares; 2025Q4: 7,880 shares; 2026Q1: 4,653 shares; 2026Q2: 8,667 shares 8,667 $3.23M 0.49% +4,014 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,074 shares; 2026Q2: 62,720 shares 62,720 $3.2M 0.48% -3,354 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: 10,766 shares; 2024Q4: 10,701 shares; 2025Q1: 11,067 shares; 2025Q2: 11,641 shares; 2025Q3: 11,696 shares; 2025Q4: 11,310 shares; 2026Q1: 11,910 shares; 2026Q2: 12,424 shares 12,424 $2.96M 0.45% +514 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 78,415 shares 78,415 $2.8M 0.42% new 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: 7,984 shares; 2024Q4: 7,213 shares; 2025Q1: 7,743 shares; 2025Q2: 7,649 shares; 2025Q3: 6,802 shares; 2025Q4: 6,370 shares; 2026Q1: 5,927 shares; 2026Q2: 5,602 shares 5,602 $2.68M 0.4% -325 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,306 shares; 2026Q2: 2,287 shares 2,287 $2.64M 0.4% -1,019 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,042 shares; 2026Q2: 32,169 shares 32,169 $2.62M 0.39% +2,127 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,534 shares; 2025Q3: 1,513 shares; 2025Q4: 1,502 shares; 2026Q1: 5,894 shares; 2026Q2: 6,987 shares 6,987 $2.61M 0.39% +1,093 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: 6,110 shares; 2024Q4: 5,455 shares; 2025Q1: 5,962 shares; 2025Q2: 8,357 shares; 2025Q3: 8,511 shares; 2025Q4: 21,550 shares; 2026Q1: 17,220 shares; 2026Q2: 22,178 shares 22,178 $2.6M 0.39% +4,958 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: 3,033 shares; 2024Q4: 6,091 shares; 2025Q1: 6,441 shares; 2025Q2: 6,561 shares; 2025Q3: 7,230 shares; 2025Q4: 7,947 shares; 2026Q1: 9,215 shares; 2026Q2: 7,369 shares 7,369 $2.51M 0.38% -1,846 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: 10,277 shares; 2024Q4: 7,557 shares; 2025Q1: 8,187 shares; 2025Q2: 8,643 shares; 2025Q3: 7,418 shares; 2025Q4: 7,359 shares; 2026Q1: 6,921 shares; 2026Q2: 7,016 shares 7,016 $2.48M 0.37% +95 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,323 shares; 2024Q4: 7,576 shares; 2025Q1: 7,298 shares; 2025Q2: 7,813 shares; 2025Q3: 10,193 shares; 2025Q4: 9,744 shares; 2026Q1: 10,153 shares; 2026Q2: 10,034 shares 10,034 $2.43M 0.37% -119 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: 6,540 shares; 2025Q1: 6,532 shares; 2025Q2: 6,555 shares; 2025Q3: 6,459 shares; 2025Q4: 5,409 shares; 2026Q1: 5,474 shares; 2026Q2: 5,447 shares 5,447 $2.36M 0.35% -27 Timeline FEMR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,593 shares 54,593 $2.32M 0.35% new 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: 4,165 shares; 2024Q4: 3,288 shares; 2025Q1: 3,323 shares; 2025Q2: 3,275 shares; 2025Q3: 3,207 shares; 2025Q4: 3,649 shares; 2026Q1: 3,690 shares; 2026Q2: 4,119 shares 4,119 $2.32M 0.35% +429 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,035 shares; 2024Q4: 152,953 shares; 2025Q1: 68,178 shares; 2025Q2: 74,098 shares; 2025Q3: 40,059 shares; 2025Q4: 42,410 shares; 2026Q1: 45,586 shares; 2026Q2: 49,050 shares 49,050 $2.29M 0.34% +3,464 Timeline XLB 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: 20,752 shares; 2024Q4: 23,952 shares; 2025Q1: 25,499 shares; 2025Q2: 13,108 shares; 2025Q3: 13,613 shares; 2025Q4: 59,380 shares; 2026Q1: 43,290 shares; 2026Q2: 44,217 shares 44,217 $2.25M 0.34% +927 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,312 shares 7,312 $2.21M 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,658 shares; 2026Q2: 26,422 shares 26,422 $2.19M 0.33% +764 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,877 shares; 2026Q2: 12,411 shares 12,411 $2.19M 0.33% +3,534 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,025 shares; 2024Q4: 3,228 shares; 2025Q1: 3,277 shares; 2025Q2: 2,783 shares; 2025Q3: 3,128 shares; 2025Q4: 3,205 shares; 2026Q1: 3,686 shares; 2026Q2: 2,867 shares 2,867 $2.19M 0.33% -819 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,711 shares; 2026Q1: 12,828 shares; 2026Q2: 12,797 shares 12,797 $2.17M 0.33% -31 Timeline UTES 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: 39,491 shares; 2025Q2: 38,783 shares; 2025Q3: 37,283 shares; 2025Q4: 37,735 shares; 2026Q1: 25,608 shares; 2026Q2: 26,333 shares 26,333 $2.15M 0.32% +725 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: 3,888 shares; 2024Q4: 3,941 shares; 2025Q1: 3,941 shares; 2025Q2: 4,036 shares; 2025Q3: 4,038 shares; 2025Q4: 3,994 shares; 2026Q1: 4,240 shares; 2026Q2: 4,259 shares 4,259 $2.13M 0.32% +19 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,059 shares; 2025Q3: 79,903 shares; 2025Q4: 79,952 shares; 2026Q1: 80,143 shares; 2026Q2: 83,964 shares 83,964 $2.13M 0.32% +3,821 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 3,574 shares; 2025Q1: 3,977 shares; 2025Q2: 4,102 shares; 2025Q3: 3,835 shares; 2025Q4: 4,868 shares; 2026Q1: 5,021 shares; 2026Q2: 5,657 shares 5,657 $2.12M 0.32% +636 Timeline XIDE 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: 25,557 shares; 2025Q1: 71,517 shares; 2025Q2: 71,517 shares; 2025Q3: 71,517 shares; 2025Q4: 68,031 shares; 2026Q1: 68,886 shares; 2026Q2: 68,886 shares 68,886 $2.09M 0.31% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,191 shares; 2024Q4: 1,504 shares; 2025Q1: 1,519 shares; 2025Q2: 1,540 shares; 2025Q3: 1,483 shares; 2025Q4: 1,368 shares; 2026Q1: 1,160 shares; 2026Q2: 1,049 shares 1,049 $2.09M 0.31% -111 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: 1,684 shares; 2024Q4: 1,891 shares; 2025Q1: 1,932 shares; 2025Q2: 2,014 shares; 2025Q3: 613 shares; 2025Q4: 612 shares; 2026Q1: 615 shares; 2026Q2: 1,685 shares 1,685 $2.02M 0.3% +1,070 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: 4,260 shares; 2024Q4: 4,368 shares; 2025Q1: 4,800 shares; 2025Q2: 4,875 shares; 2025Q3: 4,877 shares; 2025Q4: 4,881 shares; 2026Q1: 4,750 shares; 2026Q2: 4,742 shares 4,742 $1.99M 0.3% -8 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 6,521 shares; 2025Q1: 5,726 shares; 2025Q2: 5,774 shares; 2025Q3: 5,481 shares; 2025Q4: 7,841 shares; 2026Q1: 8,169 shares; 2026Q2: 10,543 shares 10,543 $1.95M 0.29% +2,374 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,611 shares; 2024Q4: 9,703 shares; 2025Q1: 8,795 shares; 2025Q2: 6,932 shares; 2025Q3: 6,465 shares; 2025Q4: 7,010 shares; 2026Q1: 8,020 shares; 2026Q2: 7,890 shares 7,890 $1.94M 0.29% -130 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: 4,358 shares; 2024Q4: 4,075 shares; 2025Q1: 4,458 shares; 2025Q2: 4,478 shares; 2025Q3: 4,242 shares; 2025Q4: 4,249 shares; 2026Q1: 4,776 shares; 2026Q2: 4,479 shares 4,479 $1.91M 0.29% -297 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: 16,560 shares; 2024Q4: 50,240 shares; 2025Q1: 56,980 shares; 2025Q2: 59,500 shares; 2025Q3: 51,054 shares; 2025Q4: 53,253 shares; 2026Q1: 48,839 shares; 2026Q2: 59,694 shares 59,694 $1.89M 0.28% +10,855 Timeline VRP 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: 62,875 shares; 2024Q4: 65,103 shares; 2025Q1: 70,171 shares; 2025Q2: 73,128 shares; 2025Q3: 74,816 shares; 2025Q4: 75,936 shares; 2026Q1: 76,386 shares; 2026Q2: 77,689 shares 77,689 $1.89M 0.28% +1,303 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: 6,627 shares; 2024Q4: 4,717 shares; 2025Q1: 6,139 shares; 2025Q2: 4,838 shares; 2025Q3: 4,181 shares; 2025Q4: 4,621 shares; 2026Q1: 4,786 shares; 2026Q2: 4,972 shares 4,972 $1.88M 0.28% +186 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: 1,244 shares; 2024Q4: 1,665 shares; 2025Q1: 1,693 shares; 2025Q2: 1,642 shares; 2025Q3: 1,783 shares; 2025Q4: 2,054 shares; 2026Q1: 2,133 shares; 2026Q2: 2,000 shares 2,000 $1.87M 0.28% -133 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: 16,579 shares; 2024Q4: 16,994 shares; 2025Q1: 18,196 shares; 2025Q2: 18,020 shares; 2025Q3: 17,576 shares; 2025Q4: 14,519 shares; 2026Q1: 14,479 shares; 2026Q2: 13,330 shares 13,330 $1.86M 0.28% -1,149 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,895 shares; 2026Q1: 22,685 shares; 2026Q2: 20,956 shares 20,956 $1.86M 0.28% -1,729 Timeline HERD 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: 220,111 shares; 2024Q4: 195,456 shares; 2025Q1: 178,084 shares; 2025Q2: 156,288 shares; 2025Q3: 138,326 shares; 2025Q4: 142,989 shares; 2026Q1: 39,413 shares; 2026Q2: 38,599 shares 38,599 $1.82M 0.27% -814 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 2,461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,284 shares; 2025Q4: 3,619 shares; 2026Q1: 3,527 shares; 2026Q2: 3,638 shares 3,638 $1.81M 0.27% +111 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: 2,276 shares; 2024Q4: 2,263 shares; 2025Q1: 2,257 shares; 2025Q2: 2,299 shares; 2025Q3: 2,517 shares; 2025Q4: 3,037 shares; 2026Q1: 3,057 shares; 2026Q2: 3,422 shares 3,422 $1.76M 0.26% +365 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,638 shares; 2025Q2: 1,617 shares; 2025Q3: 1,619 shares; 2025Q4: 1,632 shares; 2026Q1: 1,642 shares; 2026Q2: 1,648 shares 1,648 $1.75M 0.26% +6 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 15,895 shares; 2025Q1: 3,428 shares; 2025Q2: 3,273 shares; 2025Q3: 3,844 shares; 2025Q4: 3,468 shares; 2026Q1: 3,549 shares; 2026Q2: 14,130 shares 14,130 $1.75M 0.26% +10,581 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,364 shares; 2024Q4: 19,086 shares; 2025Q1: 19,846 shares; 2025Q2: 19,403 shares; 2025Q3: 22,074 shares; 2025Q4: 23,115 shares; 2026Q1: 22,834 shares; 2026Q2: 22,286 shares 22,286 $1.75M 0.26% -548 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,993 shares; 2024Q4: 16,829 shares; 2025Q1: 14,292 shares; 2025Q2: 14,448 shares; 2025Q3: 15,824 shares; 2025Q4: 17,922 shares; 2026Q1: 20,008 shares; 2026Q2: 23,198 shares 23,198 $1.67M 0.25% +3,190 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 8,403 shares; 2025Q1: 8,849 shares; 2025Q2: 9,035 shares; 2025Q3: 9,110 shares; 2025Q4: 9,142 shares; 2026Q1: 7,973 shares; 2026Q2: 7,903 shares 7,903 $1.64M 0.25% -70 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,688 shares; 2024Q4: 106,040 shares; 2025Q1: 106,058 shares; 2025Q2: 104,417 shares; 2025Q3: 103,858 shares; 2025Q4: 103,195 shares; 2026Q1: 100,111 shares; 2026Q2: 100,187 shares 100,187 $1.62M 0.24% +76 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,589 shares; 2024Q4: 34,873 shares; 2025Q1: 35,854 shares; 2025Q2: 35,292 shares; 2025Q3: 39,750 shares; 2025Q4: 39,869 shares; 2026Q1: 38,320 shares; 2026Q2: 37,977 shares 37,977 $1.54M 0.23% -343 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,372 shares; 2024Q4: 11,408 shares; 2025Q1: 10,672 shares; 2025Q2: 10,822 shares; 2025Q3: 11,342 shares; 2025Q4: 11,456 shares; 2026Q1: 10,826 shares; 2026Q2: 9,787 shares 9,787 $1.53M 0.23% -1,039 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: 1,746 shares; 2024Q4: 1,509 shares; 2025Q1: 1,504 shares; 2025Q2: 1,294 shares; 2025Q3: 1,398 shares; 2025Q4: 17,515 shares; 2026Q1: 20,326 shares; 2026Q2: 21,448 shares 21,448 $1.53M 0.23% +1,122 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: 2,783 shares; 2025Q1: 2,920 shares; 2025Q2: 2,747 shares; 2025Q3: 3,110 shares; 2025Q4: 3,153 shares; 2026Q1: 3,265 shares; 2026Q2: 3,105 shares 3,105 $1.53M 0.23% -160 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,626 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,754 shares; 2025Q3: 8,383 shares; 2025Q4: 9,274 shares; 2026Q1: 9,644 shares; 2026Q2: 11,774 shares 11,774 $1.51M 0.23% +2,130 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,391 shares; 2024Q4: 10,014 shares; 2025Q1: 10,480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,552 shares; 2026Q2: 12,450 shares 12,450 $1.48M 0.22% +1,898 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,138 shares; 2024Q4: 13,339 shares; 2025Q1: 13,250 shares; 2025Q2: 13,200 shares; 2025Q3: 14,220 shares; 2025Q4: 14,263 shares; 2026Q1: 14,265 shares; 2026Q2: 16,176 shares 16,176 $1.41M 0.21% +1,911 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 3,739 shares; 2025Q1: 3,759 shares; 2025Q2: 3,859 shares; 2025Q3: 4,623 shares; 2025Q4: 4,658 shares; 2026Q1: 4,511 shares; 2026Q2: 4,119 shares 4,119 $1.4M 0.21% -392 Timeline XIJN 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: 43,835 shares; 2025Q4: 43,835 shares; 2026Q1: 43,835 shares; 2026Q2: 44,909 shares 44,909 $1.37M 0.21% +1,074 Timeline VALE VALE S A More: the full row for VALE 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: 132,058 shares; 2025Q4: 120,355 shares; 2026Q1: 90,528 shares; 2026Q2: 90,600 shares 90,600 $1.36M 0.2% +72 Timeline XIMR 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: 25,091 shares; 2025Q3: 25,091 shares; 2025Q4: 25,091 shares; 2026Q1: 28,812 shares; 2026Q2: 42,987 shares 42,987 $1.35M 0.2% +14,175 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,063 shares; 2024Q4: 10,958 shares; 2025Q1: 11,381 shares; 2025Q2: 12,176 shares; 2025Q3: 12,051 shares; 2025Q4: 12,123 shares; 2026Q1: 11,327 shares; 2026Q2: 12,553 shares 12,553 $1.34M 0.2% +1,226 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,908 shares; 2025Q1: 10,420 shares; 2025Q2: 10,922 shares; 2025Q3: 9,021 shares; 2025Q4: 8,940 shares; 2026Q1: 9,571 shares; 2026Q2: 11,619 shares 11,619 $1.33M 0.2% +2,048 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,834 shares; 2024Q4: 6,700 shares; 2025Q1: 6,343 shares; 2025Q2: 6,142 shares; 2025Q3: 6,142 shares; 2025Q4: 5,066 shares; 2026Q1: 5,066 shares; 2026Q2: 5,066 shares 5,066 $1.29M 0.19% 0 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: 5,181 shares; 2026Q2: 6,819 shares 6,819 $1.29M 0.19% +1,638 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,841 shares; 2024Q4: 50,057 shares; 2025Q1: 41,772 shares; 2025Q2: 42,989 shares; 2025Q3: 45,605 shares; 2025Q4: 46,518 shares; 2026Q1: 52,607 shares; 2026Q2: 63,190 shares 63,190 $1.27M 0.19% +10,583 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 45,065 shares 45,065 $1.21M 0.18% new Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 4,872 shares 4,872 $1.16M 0.17% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,075 shares; 2025Q3: 12,217 shares; 2025Q4: 27,888 shares; 2026Q1: 27,324 shares; 2026Q2: 40,860 shares 40,860 $1.13M 0.17% +13,536 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 1,189 shares; 2025Q1: 1,387 shares; 2025Q2: 1,438 shares; 2025Q3: 1,435 shares; 2025Q4: 1,416 shares; 2026Q1: 1,545 shares; 2026Q2: 1,539 shares 1,539 $1.06M 0.16% -6 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: 8,376 shares; 2024Q4: 19,194 shares; 2025Q1: 20,639 shares; 2025Q2: 22,093 shares; 2025Q3: 19,463 shares; 2025Q4: 20,192 shares; 2026Q1: 21,159 shares; 2026Q2: 22,535 shares 22,535 $992K 0.15% +1,376 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: 1,053 shares; 2024Q4: 1,054 shares; 2025Q1: 1,097 shares; 2025Q2: 1,100 shares; 2025Q3: 1,097 shares; 2025Q4: 1,098 shares; 2026Q1: 1,001 shares; 2026Q2: 8,168 shares 8,168 $976K 0.15% +7,167 Timeline BKIE 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: 66,201 shares; 2024Q4: 76,468 shares; 2025Q1: 62,946 shares; 2025Q2: 11,281 shares; 2025Q3: 11,270 shares; 2025Q4: 10,391 shares; 2026Q1: 9,730 shares; 2026Q2: 9,649 shares 9,649 $971K 0.15% -81 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: 8,099 shares; 2024Q4: 9,044 shares; 2025Q1: 8,574 shares; 2025Q2: 8,642 shares; 2025Q3: 8,651 shares; 2025Q4: 8,789 shares; 2026Q1: 8,459 shares; 2026Q2: 8,513 shares 8,513 $964K 0.14% +54 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,067 shares; 2026Q2: 8,144 shares 8,144 $942K 0.14% +4,077 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,251 shares; 2025Q3: 63,251 shares; 2025Q4: 63,251 shares; 2026Q1: 63,251 shares; 2026Q2: 74,162 shares 74,162 $938K 0.14% +10,911 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,631 shares; 2025Q3: 7,654 shares; 2025Q4: 7,692 shares; 2026Q1: 7,736 shares; 2026Q2: 7,773 shares 7,773 $915K 0.14% +37 Timeline VONG 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: 45,031 shares; 2025Q2: 49,474 shares; 2025Q3: 56,254 shares; 2025Q4: 59,465 shares; 2026Q1: 64,018 shares; 2026Q2: 6,669 shares 6,669 $852K 0.13% -57,349 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,885 shares; 2024Q4: 27,947 shares; 2025Q1: 25,395 shares; 2025Q2: 18,732 shares; 2025Q3: 18,563 shares; 2025Q4: 15,916 shares; 2026Q1: 15,916 shares; 2026Q2: 15,916 shares 15,916 $830K 0.12% 0 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: 7,920 shares; 2024Q4: 9,701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,291 shares; 2026Q2: 1,303 shares 1,303 $757K 0.11% +12 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,132 shares; 2024Q4: 45,085 shares; 2025Q1: 45,085 shares; 2025Q2: 45,085 shares; 2025Q3: 43,861 shares; 2025Q4: 42,944 shares; 2026Q1: 37,497 shares; 2026Q2: 37,497 shares 37,497 $756K 0.11% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,701 shares; 2025Q3: 132,499 shares; 2025Q4: 140,258 shares; 2026Q1: 145,657 shares; 2026Q2: 32,370 shares 32,370 $727K 0.11% -113,287 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,313 shares; 2025Q1: 4,218 shares; 2025Q2: 4,167 shares; 2025Q3: 4,172 shares; 2025Q4: 4,054 shares; 2026Q1: 3,604 shares; 2026Q2: 3,615 shares 3,615 $599K 0.09% +11 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: 1,286 shares; 2024Q4: 1,298 shares; 2025Q1: 1,423 shares; 2025Q2: 1,457 shares; 2025Q3: 1,447 shares; 2025Q4: 1,456 shares; 2026Q1: 1,526 shares; 2026Q2: 1,551 shares 1,551 $574K 0.09% +25 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,687 shares; 2025Q3: 9,842 shares; 2025Q4: 9,834 shares; 2026Q1: 9,878 shares; 2026Q2: 9,914 shares 9,914 $565K 0.08% +36 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: not reported; 2026Q1: not reported; 2026Q2: 4,526 shares 4,526 $565K 0.08% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,213 shares; 2024Q4: 66,652 shares; 2025Q1: 61,378 shares; 2025Q2: 60,164 shares; 2025Q3: 45,382 shares; 2025Q4: 47,573 shares; 2026Q1: 51,063 shares; 2026Q2: 10,790 shares 10,790 $559K 0.08% -40,273 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: 27,584 shares; 2024Q4: 26,831 shares; 2025Q1: 26,248 shares; 2025Q2: 24,919 shares; 2025Q3: 24,986 shares; 2025Q4: 22,954 shares; 2026Q1: 23,321 shares; 2026Q2: 25,124 shares 25,124 $520K 0.08% +1,803 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367 shares; 2024Q4: 365 shares; 2025Q1: 368 shares; 2025Q2: 483 shares; 2025Q3: 376 shares; 2025Q4: 374 shares; 2026Q1: 460 shares; 2026Q2: 665 shares 665 $497K 0.07% +205 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 508 shares 508 $490K 0.07% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 418 shares; 2025Q4: 416 shares; 2026Q1: 418 shares; 2026Q2: 379 shares 379 $445K 0.07% -39 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,126 shares; 2024Q4: 8,148 shares; 2025Q1: 9,676 shares; 2025Q2: 9,853 shares; 2025Q3: 9,449 shares; 2025Q4: 8,231 shares; 2026Q1: 8,307 shares; 2026Q2: 8,411 shares 8,411 $432K 0.06% +104 Timeline PZA 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: 17,531 shares; 2024Q4: 17,582 shares; 2025Q1: 20,882 shares; 2025Q2: 21,313 shares; 2025Q3: 20,432 shares; 2025Q4: 17,831 shares; 2026Q1: 18,021 shares; 2026Q2: 18,228 shares 18,228 $429K 0.06% +207 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,758 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,734 shares; 2026Q2: 12,627 shares 12,627 $429K 0.06% -107 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,881 shares; 2024Q4: 3,955 shares; 2025Q1: 3,931 shares; 2025Q2: 3,065 shares; 2025Q3: 3,066 shares; 2025Q4: 3,067 shares; 2026Q1: 3,068 shares; 2026Q2: 3,014 shares 3,014 $412K 0.06% -54 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: 1,267 shares; 2024Q4: 1,078 shares; 2025Q1: 1,040 shares; 2025Q2: 1,042 shares; 2025Q3: 933 shares; 2025Q4: 2,117 shares; 2026Q1: 2,130 shares; 2026Q2: 2,131 shares 2,131 $406K 0.06% +1 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: 11,585 shares; 2025Q1: 16,642 shares; 2025Q2: 15,952 shares; 2025Q3: 30,583 shares; 2025Q4: 13,843 shares; 2026Q1: 20,845 shares; 2026Q2: 11,018 shares 11,018 $402K 0.06% -9,827 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,355 shares 2,355 $402K 0.06% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 2,834 shares; 2025Q1: 2,840 shares; 2025Q2: 2,846 shares; 2025Q3: 2,906 shares; 2025Q4: 5,488 shares; 2026Q1: 5,494 shares; 2026Q2: 7,500 shares 7,500 $398K 0.06% +2,006 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,558 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,539 shares; 2026Q2: 3,977 shares 3,977 $394K 0.06% +1,438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 941 shares; 2025Q4: 969 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $387K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,506 shares; 2025Q1: 1,375 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,219 shares; 2026Q1: 1,242 shares; 2026Q2: 1,360 shares 1,360 $382K 0.06% +118 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: 1,157 shares; 2024Q4: 1,212 shares; 2025Q1: 1,093 shares; 2025Q2: 1,026 shares; 2025Q3: 1,033 shares; 2025Q4: 1,038 shares; 2026Q1: 1,103 shares; 2026Q2: 1,103 shares 1,103 $361K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: 1,690 shares; 2025Q1: 1,692 shares; 2025Q2: 1,693 shares; 2025Q3: 1,695 shares; 2025Q4: 1,562 shares; 2026Q1: 1,589 shares; 2026Q2: 1,591 shares 1,591 $355K 0.05% +2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,252 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $348K 0.05% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,572 shares; 2025Q1: 6,572 shares; 2025Q2: 6,572 shares; 2025Q3: 6,572 shares; 2025Q4: 7,052 shares; 2026Q1: 7,052 shares; 2026Q2: 7,052 shares 7,052 $343K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,593 shares; 2025Q3: 1,582 shares; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516 $334K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,976 shares; 2024Q4: 21,977 shares; 2025Q1: 24,735 shares; 2025Q2: 2,544 shares; 2025Q3: 3,487 shares; 2025Q4: 2,909 shares; 2026Q1: 2,931 shares; 2026Q2: 2,964 shares 2,964 $319K 0.05% +33 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,228 shares; 2025Q1: 3,068 shares; 2025Q2: 3,030 shares; 2025Q3: 3,046 shares; 2025Q4: 3,008 shares; 2026Q1: 3,103 shares; 2026Q2: 3,619 shares 3,619 $299K 0.04% +516 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: 2,610 shares; 2025Q1: 2,620 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,124 shares; 2026Q2: 1,959 shares 1,959 $297K 0.04% -165 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,894 shares; 2025Q2: 2,711 shares; 2025Q3: 2,716 shares; 2025Q4: 2,676 shares; 2026Q1: 2,509 shares; 2026Q2: 2,561 shares 2,561 $295K 0.04% +52 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 8,930 shares; 2026Q1: 8,964 shares; 2026Q2: 8,990 shares 8,990 $293K 0.04% +26 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: 1,848 shares; 2024Q4: 1,904 shares; 2025Q1: 1,916 shares; 2025Q2: 1,928 shares; 2025Q3: 1,945 shares; 2025Q4: 2,091 shares; 2026Q1: 1,172 shares; 2026Q2: 1,136 shares 1,136 $286K 0.04% -36 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: 28,869 shares; 2024Q4: 33,502 shares; 2025Q1: 1,218 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 1,114 shares 1,114 $283K 0.04% +25 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670 $281K 0.04% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,274 shares; 2025Q4: 6,289 shares; 2026Q1: 6,299 shares; 2026Q2: 6,299 shares 6,299 $260K 0.04% 0 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: 1,521 shares; 2024Q4: 1,503 shares; 2025Q1: 1,478 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,485 shares; 2026Q1: 1,742 shares; 2026Q2: 1,742 shares 1,742 $255K 0.04% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares; 2026Q2: 1,371 shares 1,371 $248K 0.04% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,914 shares; 2024Q4: 5,914 shares; 2025Q1: 5,914 shares; 2025Q2: 5,914 shares; 2025Q3: 5,914 shares; 2025Q4: 5,914 shares; 2026Q1: 5,914 shares; 2026Q2: 5,914 shares 5,914 $246K 0.04% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,522 shares; 2024Q4: 9,079 shares; 2025Q1: 8,536 shares; 2025Q2: 8,536 shares; 2025Q3: 8,536 shares; 2025Q4: 8,536 shares; 2026Q1: not reported; 2026Q2: 8,164 shares 8,164 $245K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 3,135 shares; 2025Q1: 3,143 shares; 2025Q2: 3,026 shares; 2025Q3: 14,293 shares; 2025Q4: 2,453 shares; 2026Q1: 2,460 shares; 2026Q2: 2,510 shares 2,510 $242K 0.04% +50 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,274 shares 1,274 $230K 0.03% -229 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: 664 shares; 2024Q4: 672 shares; 2025Q1: 682 shares; 2025Q2: 679 shares; 2025Q3: 668 shares; 2025Q4: 641 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $229K 0.03% 0 Timeline KMID VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,864 shares; 2025Q1: 40,794 shares; 2025Q2: 35,468 shares; 2025Q3: 33,574 shares; 2025Q4: 35,693 shares; 2026Q1: 8,647 shares; 2026Q2: 8,655 shares 8,655 $217K 0.03% +8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 649 shares 649 $214K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,181 shares; 2024Q4: 17,544 shares; 2025Q1: 17,639 shares; 2025Q2: 16,980 shares; 2025Q3: 16,069 shares; 2025Q4: 15,209 shares; 2026Q1: 15,281 shares; 2026Q2: 15,339 shares 15,339 $213K 0.03% +58 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 335 shares 335 $213K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $211K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 440 shares; 2025Q1: 9,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 504 shares 504 $209K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: not reported; 2026Q2: 617 shares 617 $209K 0.03% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,316 shares; 2024Q4: 112,880 shares; 2025Q1: 119,740 shares; 2025Q2: 124,929 shares; 2025Q3: 127,534 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,280 shares 10,280 $205K 0.03% new Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 3,921 shares 3,921 $205K 0.03% new Timeline