ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,056 shares; 2024Q4: 250,548 shares; 2025Q1: 246,334 shares; 2025Q2: 244,595 shares; 2025Q3: 238,801 shares; 2025Q4: 243,540 shares; 2026Q1: 206,545 shares; 2026Q2: 199,788 shares 199,788 $32.8M 9.35% -6,757 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: 66,967 shares; 2024Q4: 56,702 shares; 2025Q1: 54,065 shares; 2025Q2: 48,949 shares; 2025Q3: 42,031 shares; 2025Q4: 41,613 shares; 2026Q1: 41,571 shares; 2026Q2: 42,067 shares 42,067 $31.5M 8.98% +496 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,498 shares; 2024Q4: 438,944 shares; 2025Q1: 465,443 shares; 2025Q2: 455,788 shares; 2025Q3: 451,594 shares; 2025Q4: 439,452 shares; 2026Q1: 398,797 shares; 2026Q2: 393,241 shares 393,241 $29.9M 8.53% -5,556 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,769 shares; 2024Q4: 94,919 shares; 2025Q1: 98,719 shares; 2025Q2: 102,681 shares; 2025Q3: 104,256 shares; 2025Q4: 105,782 shares; 2026Q1: 89,730 shares; 2026Q2: 84,615 shares 84,615 $18.6M 5.29% -5,115 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,935 shares; 2024Q4: 385,813 shares; 2025Q1: 408,368 shares; 2025Q2: 400,908 shares; 2025Q3: 394,919 shares; 2025Q4: 391,227 shares; 2026Q1: 387,889 shares; 2026Q2: 373,060 shares 373,060 $18.5M 5.27% -14,829 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,772 shares; 2024Q4: 388,001 shares; 2025Q1: 375,317 shares; 2025Q2: 352,131 shares; 2025Q3: 343,100 shares; 2025Q4: 335,247 shares; 2026Q1: 331,404 shares; 2026Q2: 321,928 shares 321,928 $14.9M 4.23% -9,476 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,640 shares; 2024Q4: 52,040 shares; 2025Q1: 54,278 shares; 2025Q2: 56,673 shares; 2025Q3: 55,068 shares; 2025Q4: 56,242 shares; 2026Q1: 60,498 shares; 2026Q2: 59,682 shares 59,682 $8.21M 2.34% -816 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,812 shares; 2024Q4: 89,415 shares; 2025Q1: 93,466 shares; 2025Q2: 102,950 shares; 2025Q3: 107,319 shares; 2025Q4: 114,693 shares; 2026Q1: 124,182 shares; 2026Q2: 118,929 shares 118,929 $8.09M 2.3% -5,253 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: 22,708 shares; 2024Q4: 21,896 shares; 2025Q1: 21,805 shares; 2025Q2: 21,194 shares; 2025Q3: 21,233 shares; 2025Q4: 21,140 shares; 2026Q1: 20,266 shares; 2026Q2: 20,663 shares 20,663 $7.65M 2.18% +397 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,956 shares; 2024Q4: 87,178 shares; 2025Q1: 83,877 shares; 2025Q2: 93,151 shares; 2025Q3: 104,153 shares; 2025Q4: 101,524 shares; 2026Q1: 104,074 shares; 2026Q2: 95,545 shares 95,545 $7.31M 2.08% -8,529 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,214 shares; 2024Q4: 13,716 shares; 2025Q1: 15,999 shares; 2025Q2: 21,076 shares; 2025Q3: 25,045 shares; 2025Q4: 25,929 shares; 2026Q1: 28,296 shares; 2026Q2: 31,021 shares 31,021 $7.04M 2.01% +2,725 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: 61,851 shares; 2024Q4: 69,978 shares; 2025Q1: 70,726 shares; 2025Q2: 67,245 shares; 2025Q3: 60,849 shares; 2025Q4: 63,789 shares; 2026Q1: 65,402 shares; 2026Q2: 65,162 shares 65,162 $7.01M 2% -240 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,502 shares; 2024Q4: 25,812 shares; 2025Q1: 27,624 shares; 2025Q2: 45,940 shares; 2025Q3: 63,787 shares; 2025Q4: 67,073 shares; 2026Q1: 72,145 shares; 2026Q2: 75,327 shares 75,327 $6.24M 1.78% +3,182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 10,462 shares; 2026Q2: 14,230 shares 14,230 $5.24M 1.49% +3,768 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: 50,733 shares; 2024Q4: 53,755 shares; 2025Q1: 52,388 shares; 2025Q2: 51,934 shares; 2025Q3: 52,434 shares; 2025Q4: 52,762 shares; 2026Q1: 52,934 shares; 2026Q2: 53,956 shares 53,956 $5.1M 1.45% +1,022 Timeline BINC 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: 29,811 shares; 2024Q4: 77,684 shares; 2025Q1: 82,315 shares; 2025Q2: 89,293 shares; 2025Q3: 94,606 shares; 2025Q4: 97,930 shares; 2026Q1: 100,792 shares; 2026Q2: 94,700 shares 94,700 $4.96M 1.41% -6,092 Timeline BOND 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,994 shares 52,994 $4.89M 1.39% new Timeline TLH 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: 6,821 shares; 2025Q2: 24,100 shares; 2025Q3: 38,654 shares; 2025Q4: 39,716 shares; 2026Q1: 41,335 shares; 2026Q2: 42,904 shares 42,904 $4.31M 1.23% +1,569 Timeline IAGG 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: 31,872 shares; 2025Q3: 66,537 shares; 2025Q4: 70,109 shares; 2026Q1: 74,329 shares; 2026Q2: 82,278 shares 82,278 $4.16M 1.19% +7,949 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,318 shares; 2024Q4: 49,323 shares; 2025Q1: 49,028 shares; 2025Q2: 48,275 shares; 2025Q3: 48,220 shares; 2025Q4: 49,441 shares; 2026Q1: 45,656 shares; 2026Q2: 45,306 shares 45,306 $4.03M 1.15% -350 Timeline IOCT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,082 shares 100,082 $3.7M 1.05% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,245 shares 119,245 $3.45M 0.98% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,715 shares; 2025Q3: 21,037 shares; 2025Q4: 38,978 shares; 2026Q1: 51,933 shares; 2026Q2: 62,543 shares 62,543 $3.3M 0.94% +10,610 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: not reported; 2025Q1: 1,388 shares; 2025Q2: 4,032 shares; 2025Q3: 6,331 shares; 2025Q4: 8,699 shares; 2026Q1: 10,756 shares; 2026Q2: 8,648 shares 8,648 $3.16M 0.9% -2,108 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,775 shares; 2024Q4: 43,912 shares; 2025Q1: 41,674 shares; 2025Q2: 36,496 shares; 2025Q3: 31,180 shares; 2025Q4: 25,065 shares; 2026Q1: 22,768 shares; 2026Q2: 24,469 shares 24,469 $3.04M 0.87% +1,701 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 24,349 shares; 2025Q3: 56,439 shares; 2025Q4: 59,018 shares; 2026Q1: 65,050 shares; 2026Q2: 68,634 shares 68,634 $2.96M 0.84% +3,584 Timeline MTUM 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: 2,434 shares; 2025Q1: 4,415 shares; 2025Q2: 5,576 shares; 2025Q3: 6,523 shares; 2025Q4: 6,769 shares; 2026Q1: 7,531 shares; 2026Q2: 8,514 shares 8,514 $2.92M 0.83% +983 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,652 shares; 2024Q4: 56,651 shares; 2025Q1: 54,971 shares; 2025Q2: 55,431 shares; 2025Q3: 58,144 shares; 2025Q4: 57,827 shares; 2026Q1: 59,502 shares; 2026Q2: 127,446 shares 127,446 $2.9M 0.83% +67,944 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,819 shares; 2024Q4: 44,029 shares; 2025Q1: 43,635 shares; 2025Q2: 43,420 shares; 2025Q3: 43,295 shares; 2025Q4: 43,294 shares; 2026Q1: 38,257 shares; 2026Q2: 37,647 shares 37,647 $2.9M 0.83% -610 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,113 shares; 2025Q1: 15,650 shares; 2025Q2: 20,255 shares; 2025Q3: 24,140 shares; 2025Q4: 28,030 shares; 2026Q1: 29,578 shares; 2026Q2: 32,882 shares 32,882 $2.48M 0.71% +3,304 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: not reported; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 839 shares; 2026Q2: 7,541 shares 7,541 $2.47M 0.7% +6,702 Timeline EOCT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,187 shares 66,187 $2.26M 0.64% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,438 shares 7,438 $2.25M 0.64% 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: 11,688 shares; 2024Q4: 11,744 shares; 2025Q1: 9,457 shares; 2025Q2: 9,557 shares; 2025Q3: 9,881 shares; 2025Q4: 10,681 shares; 2026Q1: 6,679 shares; 2026Q2: 7,677 shares 7,677 $2.22M 0.63% +998 Timeline UJAN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,429 shares 47,429 $2.15M 0.61% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 51,223 shares 51,223 $2.1M 0.6% new 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: 17,165 shares; 2024Q4: 17,856 shares; 2025Q1: 17,988 shares; 2025Q2: 17,462 shares; 2025Q3: 16,766 shares; 2025Q4: 18,075 shares; 2026Q1: 19,489 shares; 2026Q2: 19,515 shares 19,515 $2.08M 0.59% +26 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,016 shares; 2024Q4: 13,596 shares; 2025Q1: 13,547 shares; 2025Q2: 13,904 shares; 2025Q3: 13,196 shares; 2025Q4: 11,604 shares; 2026Q1: 11,408 shares; 2026Q2: 8,192 shares 8,192 $2.07M 0.59% -3,216 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: 589 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 2,940 shares 2,940 $2.02M 0.58% +2,382 Timeline IGOV 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: not reported; 2026Q2: 49,150 shares 49,150 $2.02M 0.57% new Timeline TFI 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: 16,057 shares; 2025Q3: 34,768 shares; 2025Q4: 38,709 shares; 2026Q1: 43,286 shares; 2026Q2: 43,631 shares 43,631 $2M 0.57% +345 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: 28,128 shares; 2024Q4: 28,128 shares; 2025Q1: 28,128 shares; 2025Q2: 28,128 shares; 2025Q3: 28,128 shares; 2025Q4: 28,128 shares; 2026Q1: 27,394 shares; 2026Q2: 27,949 shares 27,949 $1.99M 0.57% +555 Timeline IJAN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,020 shares 51,020 $1.94M 0.55% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,767 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $1.92M 0.55% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,038 shares; 2026Q2: 7,488 shares 7,488 $1.78M 0.51% +6,450 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,029 shares; 2024Q4: 28,244 shares; 2025Q1: 28,244 shares; 2025Q2: 27,143 shares; 2025Q3: 27,143 shares; 2025Q4: 27,092 shares; 2026Q1: 26,392 shares; 2026Q2: 18,019 shares 18,019 $1.77M 0.5% -8,373 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 593 shares; 2025Q4: 3,404 shares; 2026Q1: 3,252 shares; 2026Q2: 13,009 shares 13,009 $1.62M 0.46% +9,757 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,851 shares 17,851 $1.5M 0.43% new Timeline NJAN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,852 shares 24,852 $1.47M 0.42% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,368 shares; 2024Q4: 15,783 shares; 2025Q1: 15,654 shares; 2025Q2: 15,458 shares; 2025Q3: 15,320 shares; 2025Q4: 15,638 shares; 2026Q1: 16,836 shares; 2026Q2: 28,889 shares 28,889 $1.46M 0.42% +12,053 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,181 shares 34,181 $1.45M 0.41% new Timeline FNDF 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: 14,145 shares; 2024Q4: 14,145 shares; 2025Q1: 14,145 shares; 2025Q2: 21,330 shares; 2025Q3: 21,330 shares; 2025Q4: 21,330 shares; 2026Q1: 27,419 shares; 2026Q2: 27,347 shares 27,347 $1.44M 0.41% -72 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: not reported; 2025Q1: not reported; 2025Q2: 9,095 shares; 2025Q3: 18,227 shares; 2025Q4: 18,723 shares; 2026Q1: 19,039 shares; 2026Q2: 13,938 shares 13,938 $1.42M 0.41% -5,101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares; 2025Q4: not reported; 2026Q1: 2,710 shares; 2026Q2: 6,978 shares 6,978 $1.4M 0.4% +4,268 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: 10,860 shares; 2024Q4: 10,860 shares; 2025Q1: 10,860 shares; 2025Q2: 10,860 shares; 2025Q3: 10,860 shares; 2025Q4: 10,888 shares; 2026Q1: 10,888 shares; 2026Q2: 11,277 shares 11,277 $1.34M 0.38% +389 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 659 shares 659 $1.31M 0.37% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,297 shares; 2024Q4: 13,417 shares; 2025Q1: 14,496 shares; 2025Q2: 16,662 shares; 2025Q3: 18,811 shares; 2025Q4: 19,267 shares; 2026Q1: 19,407 shares; 2026Q2: 13,556 shares 13,556 $1.31M 0.37% -5,851 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: 7,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,232 shares; 2026Q2: 12,899 shares 12,899 $1.24M 0.35% +4,667 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: 981 shares; 2024Q4: 1,331 shares; 2025Q1: 585 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 3,094 shares 3,094 $1.15M 0.33% +2,220 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,947 shares 2,947 $1.11M 0.32% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,066 shares; 2024Q4: 64,189 shares; 2025Q1: 67,139 shares; 2025Q2: 65,870 shares; 2025Q3: 63,762 shares; 2025Q4: 65,277 shares; 2026Q1: 19,477 shares; 2026Q2: 39,311 shares 39,311 $1.08M 0.31% +19,834 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: 7,586 shares; 2024Q4: 7,516 shares; 2025Q1: 7,815 shares; 2025Q2: 7,904 shares; 2025Q3: 7,958 shares; 2025Q4: 8,184 shares; 2026Q1: 8,554 shares; 2026Q2: 10,797 shares 10,797 $1.07M 0.3% +2,243 Timeline COMT 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: 145,806 shares; 2024Q4: 149,279 shares; 2025Q1: 158,702 shares; 2025Q2: 157,872 shares; 2025Q3: 156,501 shares; 2025Q4: 158,524 shares; 2026Q1: 68,911 shares; 2026Q2: 32,470 shares 32,470 $986K 0.28% -36,441 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,916 shares; 2024Q4: 11,813 shares; 2025Q1: 14,004 shares; 2025Q2: 10,882 shares; 2025Q3: 9,318 shares; 2025Q4: 9,988 shares; 2026Q1: 9,882 shares; 2026Q2: 8,030 shares 8,030 $978K 0.28% -1,852 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 756 shares 756 $872K 0.25% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 3,618 shares 3,618 $865K 0.25% new Timeline EJUL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,298 shares 27,298 $853K 0.24% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,044 shares; 2026Q2: 5,723 shares 5,723 $839K 0.24% +1,679 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,261 shares 2,261 $808K 0.23% new Timeline IJUN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,254 shares 25,254 $787K 0.22% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,644 shares 24,644 $783K 0.22% new 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: 2,485 shares; 2024Q4: 2,485 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 2,474 shares; 2025Q4: 2,474 shares; 2026Q1: 2,892 shares; 2026Q2: 2,593 shares 2,593 $779K 0.22% -299 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,639 shares; 2024Q4: 34,298 shares; 2025Q1: 35,276 shares; 2025Q2: 23,445 shares; 2025Q3: 9,401 shares; 2025Q4: 9,314 shares; 2026Q1: 8,674 shares; 2026Q2: 6,855 shares 6,855 $701K 0.2% -1,819 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: not reported; 2026Q2: 4,460 shares 4,460 $701K 0.2% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,170 shares; 2024Q4: 8,170 shares; 2025Q1: 8,170 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares; 2025Q4: 8,170 shares; 2026Q1: 7,762 shares; 2026Q2: 8,067 shares 8,067 $690K 0.2% +305 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 19,862 shares 19,862 $676K 0.19% new Timeline SYSB 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: not reported; 2026Q2: 7,480 shares 7,480 $664K 0.19% new Timeline IMAY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,760 shares 20,760 $659K 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 2,470 shares 2,470 $621K 0.18% +1,354 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,174 shares 12,174 $613K 0.17% new 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: 14,540 shares; 2024Q4: 14,540 shares; 2025Q1: 12,297 shares; 2025Q2: 12,297 shares; 2025Q3: 12,297 shares; 2025Q4: 16,097 shares; 2026Q1: 16,097 shares; 2026Q2: 16,097 shares 16,097 $592K 0.17% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 15,256 shares 15,256 $590K 0.17% new 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: 626 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 594 shares; 2026Q1: 532 shares; 2026Q2: 737 shares 737 $552K 0.16% +205 Timeline UDEC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,085 shares 13,085 $545K 0.16% new Timeline IMAR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,755 shares 17,755 $541K 0.15% new Timeline NJUL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,926 shares 6,926 $536K 0.15% new 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: 853 shares; 2024Q4: 888 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares; 2026Q2: 1,055 shares 1,055 $528K 0.15% +57 Timeline IAUG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,420 shares 17,420 $526K 0.15% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420 $514K 0.15% new Timeline USEP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,775 shares 11,775 $487K 0.14% new Timeline IJUL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,467 shares 13,467 $484K 0.14% new Timeline IAPR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,298 shares 14,298 $475K 0.14% new Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 11,612 shares 11,612 $474K 0.14% new Timeline EJAN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,104 shares 12,104 $436K 0.12% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $430K 0.12% new Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 11,355 shares 11,355 $405K 0.12% new Timeline NOCT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,399 shares 6,399 $400K 0.11% new Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 11,923 shares 11,923 $398K 0.11% new Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 10,887 shares 10,887 $393K 0.11% new Timeline EAPR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,861 shares 11,861 $390K 0.11% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,609 shares 2,609 $382K 0.11% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares; 2026Q1: 1,355 shares; 2026Q2: 1,495 shares 1,495 $380K 0.11% +140 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: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 965 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 927 shares 927 $380K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,360 shares; 2026Q2: 3,317 shares 3,317 $376K 0.11% +957 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 10,756 shares 10,756 $370K 0.11% new Timeline CBOJ CALAMOS ETF TR More: the full row for CALAMOS 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: 15,225 shares 15,225 $358K 0.1% new Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS 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: 12,845 shares 12,845 $355K 0.1% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,227 shares 2,227 $352K 0.1% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,693 shares 1,693 $347K 0.1% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,806 shares 1,806 $343K 0.1% new Timeline IHI 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: not reported; 2026Q2: 6,652 shares 6,652 $329K 0.09% new Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS 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: 11,568 shares 11,568 $320K 0.09% new Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,296 shares 8,296 $308K 0.09% new Timeline NFEB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,015 shares 10,015 $304K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 877 shares 877 $301K 0.09% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,118 shares 5,118 $292K 0.08% new 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: 300 shares 300 $290K 0.08% new Timeline NNOV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,180 shares 9,180 $289K 0.08% new Timeline ISEP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,854 shares 7,854 $272K 0.08% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,140 shares 8,140 $271K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 468 shares 468 $264K 0.08% new 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: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 2,376 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $260K 0.07% 0 Timeline CPSU CALAMOS ETF TR More: the full row for CALAMOS 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: 9,287 shares 9,287 $257K 0.07% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,439 shares 2,439 $253K 0.07% new Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,940 shares 5,940 $250K 0.07% new Timeline NAPR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,186 shares 4,186 $248K 0.07% new Timeline NDEC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,060 shares 8,060 $242K 0.07% new Timeline VGLT 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: not reported; 2026Q2: 4,360 shares 4,360 $241K 0.07% new Timeline FNDX 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: 7,725 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares; 2026Q2: 7,725 shares 7,725 $240K 0.07% 0 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,637 shares 6,637 $236K 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $234K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 766 shares; 2026Q1: not reported; 2026Q2: 831 shares 831 $234K 0.07% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares; 2026Q2: 1,932 shares 1,932 $227K 0.06% +100 Timeline CBOY CALAMOS ETF TR More: the full row for CALAMOS 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: 9,155 shares 9,155 $224K 0.06% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,562 shares 4,562 $220K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,401 shares 2,401 $218K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $216K 0.06% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $215K 0.06% new 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: 1,123 shares 1,123 $213K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $213K 0.06% new Timeline INOV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,775 shares 5,775 $212K 0.06% new Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS 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: 7,500 shares 7,500 $208K 0.06% new Timeline