AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,715 shares; 2025Q1: 59,423 shares; 2025Q2: 39,522 shares; 2025Q3: 76,787 shares; 2025Q4: 51,331 shares; 2026Q1: 52,768 shares; 2026Q2: 54,111 shares 54,111 $15.7M 6.4% +1,343 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 loaded; 2024Q4: 77,012 shares; 2025Q1: 86,123 shares; 2025Q2: 76,263 shares; 2025Q3: 89,820 shares; 2025Q4: 57,634 shares; 2026Q1: 60,875 shares; 2026Q2: 64,451 shares 64,451 $12.9M 5.27% +3,576 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: not loaded; 2024Q4: 14,527 shares; 2025Q1: 15,812 shares; 2025Q2: 14,293 shares; 2025Q3: 16,320 shares; 2025Q4: 8,532 shares; 2026Q1: 8,945 shares; 2026Q2: 9,744 shares 9,744 $6.69M 2.73% +799 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: not loaded; 2024Q4: 8,407 shares; 2025Q1: 8,487 shares; 2025Q2: 7,774 shares; 2025Q3: 18,235 shares; 2025Q4: 12,626 shares; 2026Q1: 13,682 shares; 2026Q2: 14,373 shares 14,373 $5.08M 2.08% +691 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 loaded; 2024Q4: 16,087 shares; 2025Q1: 18,113 shares; 2025Q2: 10,778 shares; 2025Q3: 23,662 shares; 2025Q4: 16,865 shares; 2026Q1: 18,185 shares; 2026Q2: 18,574 shares 18,574 $4.43M 1.81% +389 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,504 shares; 2025Q1: 22,363 shares; 2025Q2: 20,991 shares; 2025Q3: 49,104 shares; 2025Q4: 27,384 shares; 2026Q1: 32,929 shares; 2026Q2: 73,539 shares 73,539 $4.13M 1.69% +40,610 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 loaded; 2024Q4: 5,235 shares; 2025Q1: 6,181 shares; 2025Q2: 5,608 shares; 2025Q3: 6,520 shares; 2025Q4: 4,684 shares; 2026Q1: 5,153 shares; 2026Q2: 5,476 shares 5,476 $4.03M 1.65% +323 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,926 shares; 2025Q1: 3,885 shares; 2025Q2: 1,030 shares; 2025Q3: 1,846 shares; 2025Q4: 6,769 shares; 2026Q1: 7,502 shares; 2026Q2: 6,894 shares 6,894 $4M 1.64% -608 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: not loaded; 2024Q4: 3,659 shares; 2025Q1: 4,373 shares; 2025Q2: 4,423 shares; 2025Q3: 5,944 shares; 2025Q4: 3,490 shares; 2026Q1: 4,551 shares; 2026Q2: 4,521 shares 4,521 $3.38M 1.38% -30 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 loaded; 2024Q4: 14,089 shares; 2025Q1: 11,230 shares; 2025Q2: 8,138 shares; 2025Q3: 17,331 shares; 2025Q4: 9,446 shares; 2026Q1: 9,040 shares; 2026Q2: 9,286 shares 9,286 $3.32M 1.36% +246 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: not loaded; 2024Q4: 2,805 shares; 2025Q1: 2,825 shares; 2025Q2: 2,640 shares; 2025Q3: 6,175 shares; 2025Q4: 3,583 shares; 2026Q1: 3,349 shares; 2026Q2: 3,345 shares 3,345 $3.13M 1.28% -4 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: not loaded; 2024Q4: 14,511 shares; 2025Q1: 15,216 shares; 2025Q2: 11,924 shares; 2025Q3: 12,524 shares; 2025Q4: 8,101 shares; 2026Q1: 9,529 shares; 2026Q2: 8,385 shares 8,385 $3.13M 1.28% -1,144 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,068 shares; 2025Q1: 10,900 shares; 2025Q2: 11,095 shares; 2025Q3: 22,235 shares; 2025Q4: 11,026 shares; 2026Q1: 11,027 shares; 2026Q2: 11,066 shares 11,066 $3.01M 1.23% +39 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 loaded; 2024Q4: 16,388 shares; 2025Q1: 19,424 shares; 2025Q2: 5,526 shares; 2025Q3: 18,589 shares; 2025Q4: 8,601 shares; 2026Q1: 8,556 shares; 2026Q2: 7,909 shares 7,909 $2.99M 1.22% -647 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 loaded; 2024Q4: 963 shares; 2025Q1: 7,845 shares; 2025Q2: 395 shares; 2025Q3: 1,847 shares; 2025Q4: 7,299 shares; 2026Q1: 7,345 shares; 2026Q2: 7,386 shares 7,386 $2.67M 1.09% +41 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 loaded; 2024Q4: 1,274 shares; 2025Q1: 1,456 shares; 2025Q2: 259 shares; 2025Q3: 2,601 shares; 2025Q4: 1,305 shares; 2026Q1: 1,301 shares; 2026Q2: 2,305 shares 2,305 $2.66M 1.09% +1,004 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: not loaded; 2024Q4: 10,937 shares; 2025Q1: 18,907 shares; 2025Q2: 9,393 shares; 2025Q3: 14,293 shares; 2025Q4: 15,286 shares; 2026Q1: 14,582 shares; 2026Q2: 14,594 shares 14,594 $2.42M 0.99% +12 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 711 shares; 2025Q2: 781 shares; 2025Q3: 5,858 shares; 2025Q4: 3,598 shares; 2026Q1: 3,389 shares; 2026Q2: 3,291 shares 3,291 $2.38M 0.97% -98 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 loaded; 2024Q4: 11,127 shares; 2025Q1: 13,799 shares; 2025Q2: 11,431 shares; 2025Q3: 21,631 shares; 2025Q4: 16,064 shares; 2026Q1: 19,507 shares; 2026Q2: 16,056 shares 16,056 $2.35M 0.96% -3,451 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: not loaded; 2024Q4: 4,308 shares; 2025Q1: 6,552 shares; 2025Q2: 5,667 shares; 2025Q3: 8,402 shares; 2025Q4: 4,372 shares; 2026Q1: 4,413 shares; 2026Q2: 4,581 shares 4,581 $2.29M 0.94% +168 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: not loaded; 2024Q4: 8,945 shares; 2025Q1: 14,972 shares; 2025Q2: 6,865 shares; 2025Q3: 14,089 shares; 2025Q4: 15,802 shares; 2026Q1: 15,599 shares; 2026Q2: 16,623 shares 16,623 $2.27M 0.93% +1,024 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: not loaded; 2024Q4: 3,443 shares; 2025Q1: 4,432 shares; 2025Q2: 1,606 shares; 2025Q3: 2,362 shares; 2025Q4: 1,544 shares; 2026Q1: 1,878 shares; 2026Q2: 2,080 shares 2,080 $2.21M 0.91% +202 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,050 shares; 2025Q1: 21,393 shares; 2025Q2: 2,243 shares; 2025Q3: 4,382 shares; 2025Q4: 26,823 shares; 2026Q1: 26,656 shares; 2026Q2: 27,106 shares 27,106 $2.2M 0.9% +450 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 loaded; 2024Q4: 2,553 shares; 2025Q1: 3,281 shares; 2025Q2: 3,088 shares; 2025Q3: 4,307 shares; 2025Q4: 3,579 shares; 2026Q1: 3,748 shares; 2026Q2: 3,769 shares 3,769 $2.12M 0.87% +21 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: not loaded; 2024Q4: 6,344 shares; 2025Q1: 6,184 shares; 2025Q2: 5,763 shares; 2025Q3: 3,533 shares; 2025Q4: 1,891 shares; 2026Q1: 1,746 shares; 2026Q2: 2,513 shares 2,513 $1.88M 0.77% +767 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: not loaded; 2024Q4: 4,017 shares; 2025Q1: 4,072 shares; 2025Q2: 2,506 shares; 2025Q3: 3,842 shares; 2025Q4: 4,988 shares; 2026Q1: 4,368 shares; 2026Q2: 4,434 shares 4,434 $1.86M 0.76% +66 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,155 shares 72,155 $1.82M 0.74% 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 loaded; 2024Q4: 948 shares; 2025Q1: 1,565 shares; 2025Q2: 701 shares; 2025Q3: 2,864 shares; 2025Q4: 2,786 shares; 2026Q1: 3,837 shares; 2026Q2: 6,213 shares 6,213 $1.75M 0.71% +2,376 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 loaded; 2024Q4: 323 shares; 2025Q1: 484 shares; 2025Q2: 523 shares; 2025Q3: 1,036 shares; 2025Q4: 1,331 shares; 2026Q1: 1,329 shares; 2026Q2: 1,318 shares 1,318 $1.55M 0.63% -11 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: not loaded; 2024Q4: 999 shares; 2025Q1: 1,411 shares; 2025Q2: 1,742 shares; 2025Q3: 1,298 shares; 2025Q4: 3,967 shares; 2026Q1: 3,976 shares; 2026Q2: 3,966 shares 3,966 $1.48M 0.61% -10 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 loaded; 2024Q4: 79,908 shares; 2025Q1: 33,449 shares; 2025Q2: 528 shares; 2025Q3: 21,992 shares; 2025Q4: 30,017 shares; 2026Q1: 39,697 shares; 2026Q2: 40,383 shares 40,383 $1.48M 0.6% +686 Timeline VOT 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 loaded; 2024Q4: 4,959 shares; 2025Q1: 5,613 shares; 2025Q2: 5,698 shares; 2025Q3: 10,674 shares; 2025Q4: 5,345 shares; 2026Q1: 4,860 shares; 2026Q2: 4,696 shares 4,696 $1.44M 0.59% -164 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,233 shares; 2025Q1: 47,403 shares; 2025Q2: 76,851 shares; 2025Q3: 26,137 shares; 2025Q4: 16,420 shares; 2026Q1: 38,975 shares; 2026Q2: 44,089 shares 44,089 $1.4M 0.57% +5,114 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,710 shares; 2025Q1: 28,670 shares; 2025Q2: 28,712 shares; 2025Q3: 57,338 shares; 2025Q4: 28,669 shares; 2026Q1: 28,669 shares; 2026Q2: 28,669 shares 28,669 $1.35M 0.55% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,164 shares; 2025Q1: 3,860 shares; 2025Q2: 2,208 shares; 2025Q3: 15,245 shares; 2025Q4: 8,576 shares; 2026Q1: 8,482 shares; 2026Q2: 9,492 shares 9,492 $1.33M 0.54% +1,010 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92,789 shares; 2025Q1: 40,795 shares; 2025Q2: 2,021 shares; 2025Q3: 36,255 shares; 2025Q4: 26,770 shares; 2026Q1: 29,145 shares; 2026Q2: 37,561 shares 37,561 $1.27M 0.52% +8,416 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: not loaded; 2024Q4: 14 shares; 2025Q1: 5,426 shares; 2025Q2: 5,412 shares; 2025Q3: 2,974 shares; 2025Q4: 1,680 shares; 2026Q1: 2,275 shares; 2026Q2: 2,632 shares 2,632 $1.26M 0.51% +357 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: not loaded; 2024Q4: 5,182 shares; 2025Q1: 5,238 shares; 2025Q2: 4,728 shares; 2025Q3: 4,934 shares; 2025Q4: 2,910 shares; 2026Q1: 3,066 shares; 2026Q2: 3,335 shares 3,335 $1.23M 0.5% +269 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,191 shares; 2025Q1: 18,953 shares; 2025Q2: 8,557 shares; 2025Q3: 13,485 shares; 2025Q4: 9,010 shares; 2026Q1: 12,342 shares; 2026Q2: 15,179 shares 15,179 $1.23M 0.5% +2,837 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 626 shares; 2025Q3: 1,526 shares; 2025Q4: 4,738 shares; 2026Q1: 8,858 shares; 2026Q2: 11,708 shares 11,708 $1.18M 0.48% +2,850 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: not loaded; 2024Q4: 8,251 shares; 2025Q1: 7,562 shares; 2025Q2: 7,541 shares; 2025Q3: 4,470 shares; 2025Q4: 11,501 shares; 2026Q1: 14,110 shares; 2026Q2: 15,251 shares 15,251 $1.18M 0.48% +1,141 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,057 shares; 2025Q1: 54,275 shares; 2025Q2: 31,940 shares; 2025Q3: 9,844 shares; 2025Q4: 33,307 shares; 2026Q1: 20,013 shares; 2026Q2: 20,770 shares 20,770 $1.17M 0.48% +757 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: not loaded; 2024Q4: 1,032 shares; 2025Q1: 1,308 shares; 2025Q2: 1,472 shares; 2025Q3: 3,970 shares; 2025Q4: 3,208 shares; 2026Q1: 3,829 shares; 2026Q2: 3,395 shares 3,395 $1.16M 0.47% -434 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 loaded; 2024Q4: 6,055 shares; 2025Q1: 6,942 shares; 2025Q2: 3,693 shares; 2025Q3: 5,666 shares; 2025Q4: 7,834 shares; 2026Q1: 8,309 shares; 2026Q2: 9,546 shares 9,546 $1.08M 0.44% +1,237 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: not loaded; 2024Q4: 743 shares; 2025Q1: 807 shares; 2025Q2: 801 shares; 2025Q3: 1,980 shares; 2025Q4: 10,765 shares; 2026Q1: 13,960 shares; 2026Q2: 15,018 shares 15,018 $1.07M 0.44% +1,058 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 loaded; 2024Q4: 4,908 shares; 2025Q1: 7,499 shares; 2025Q2: 5,620 shares; 2025Q3: 6,306 shares; 2025Q4: 3,481 shares; 2026Q1: 3,186 shares; 2026Q2: 3,245 shares 3,245 $1.06M 0.43% +59 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 156 shares; 2025Q3: 312 shares; 2025Q4: 156 shares; 2026Q1: 582 shares; 2026Q2: 1,661 shares 1,661 $1.06M 0.43% +1,079 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 loaded; 2024Q4: not reported; 2025Q1: 1,789 shares; 2025Q2: 104 shares; 2025Q3: 448 shares; 2025Q4: 3,130 shares; 2026Q1: 3,050 shares; 2026Q2: 2,367 shares 2,367 $1.03M 0.42% -683 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: not loaded; 2024Q4: 16,100 shares; 2025Q1: 14,574 shares; 2025Q2: 5,084 shares; 2025Q3: 15,951 shares; 2025Q4: 18,254 shares; 2026Q1: 18,092 shares; 2026Q2: 19,262 shares 19,262 $1.02M 0.42% +1,170 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,796 shares; 2025Q1: 5,798 shares; 2025Q2: 5,598 shares; 2025Q3: 19,780 shares; 2025Q4: 9,837 shares; 2026Q1: 10,608 shares; 2026Q2: 10,867 shares 10,867 $1.02M 0.42% +259 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,775 shares; 2025Q1: 7,170 shares; 2025Q2: 46 shares; 2025Q3: 11,748 shares; 2025Q4: 7,382 shares; 2026Q1: 7,264 shares; 2026Q2: 7,310 shares 7,310 $987K 0.4% +46 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,738 shares; 2025Q1: 5,311 shares; 2025Q2: 4,447 shares; 2025Q3: 11,428 shares; 2025Q4: 5,986 shares; 2026Q1: 6,203 shares; 2026Q2: 6,295 shares 6,295 $984K 0.4% +92 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,760 shares; 2025Q1: 9,486 shares; 2025Q2: 2,647 shares; 2025Q3: 11,184 shares; 2025Q4: 8,136 shares; 2026Q1: 8,132 shares; 2026Q2: 8,297 shares 8,297 $975K 0.4% +165 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 loaded; 2024Q4: 3,056 shares; 2025Q1: 6,304 shares; 2025Q2: 6,053 shares; 2025Q3: 4,034 shares; 2025Q4: 3,996 shares; 2026Q1: 3,815 shares; 2026Q2: 3,842 shares 3,842 $967K 0.4% +27 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,317 shares; 2025Q1: 3,317 shares; 2025Q2: not reported; 2025Q3: 6,654 shares; 2025Q4: 3,333 shares; 2026Q1: 3,340 shares; 2026Q2: 3,347 shares 3,347 $947K 0.39% +7 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: 38,896 shares; 2026Q2: 39,094 shares 39,094 $932K 0.38% +198 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,005 shares; 2025Q1: 2,132 shares; 2025Q2: 1,977 shares; 2025Q3: 7,076 shares; 2025Q4: 3,610 shares; 2026Q1: 3,645 shares; 2026Q2: 3,857 shares 3,857 $913K 0.37% +212 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: not loaded; 2024Q4: 469 shares; 2025Q1: 1,118 shares; 2025Q2: 1,170 shares; 2025Q3: 925 shares; 2025Q4: 848 shares; 2026Q1: 718 shares; 2026Q2: 759 shares 759 $910K 0.37% +41 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 340 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 7,961 shares 7,961 $872K 0.36% +7,791 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,031 shares; 2025Q1: 20,113 shares; 2025Q2: not reported; 2025Q3: 27,211 shares; 2025Q4: 16,648 shares; 2026Q1: 17,560 shares; 2026Q2: 17,623 shares 17,623 $849K 0.35% +63 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,088 shares; 2025Q1: 13,259 shares; 2025Q2: 7,621 shares; 2025Q3: 4,158 shares; 2025Q4: 13,946 shares; 2026Q1: 12,542 shares; 2026Q2: 13,037 shares 13,037 $801K 0.33% +495 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,503 shares; 2025Q1: 13,900 shares; 2025Q2: 1,570 shares; 2025Q3: 6,408 shares; 2025Q4: 7,420 shares; 2026Q1: 8,065 shares; 2026Q2: 12,585 shares 12,585 $783K 0.32% +4,520 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,593 shares; 2025Q1: 1,589 shares; 2025Q2: 1,407 shares; 2025Q3: not reported; 2025Q4: 7,656 shares; 2026Q1: 8,595 shares; 2026Q2: 7,706 shares 7,706 $777K 0.32% -889 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,605 shares; 2025Q1: 25,187 shares; 2025Q2: 26,790 shares; 2025Q3: 7,396 shares; 2025Q4: 39,065 shares; 2026Q1: 47,530 shares; 2026Q2: 28,979 shares 28,979 $769K 0.31% -18,551 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,600 shares; 2025Q1: 5,581 shares; 2025Q2: 1,366 shares; 2025Q3: 7,636 shares; 2025Q4: 6,609 shares; 2026Q1: 6,362 shares; 2026Q2: 7,949 shares 7,949 $747K 0.31% +1,587 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: not loaded; 2024Q4: 19,799 shares; 2025Q1: 19,045 shares; 2025Q2: 5,687 shares; 2025Q3: 23,942 shares; 2025Q4: 19,172 shares; 2026Q1: 17,957 shares; 2026Q2: 17,657 shares 17,657 $735K 0.3% -300 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,645 shares; 2025Q1: 17,590 shares; 2025Q2: 17,590 shares; 2025Q3: 35,180 shares; 2025Q4: 17,525 shares; 2026Q1: 17,525 shares; 2026Q2: 11,207 shares 11,207 $719K 0.29% -6,318 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 loaded; 2024Q4: 274 shares; 2025Q1: 1,687 shares; 2025Q2: 1,673 shares; 2025Q3: 3,165 shares; 2025Q4: 4,325 shares; 2026Q1: 3,833 shares; 2026Q2: 3,922 shares 3,922 $710K 0.29% +89 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,914 shares; 2025Q3: 17,306 shares; 2025Q4: 8,653 shares; 2026Q1: 8,653 shares; 2026Q2: 8,776 shares 8,776 $705K 0.29% +123 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,463 shares; 2025Q1: 9,872 shares; 2025Q2: 1,131 shares; 2025Q3: 4,067 shares; 2025Q4: 10,238 shares; 2026Q1: 11,989 shares; 2026Q2: 11,913 shares 11,913 $686K 0.28% -76 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 648 shares; 2025Q1: 718 shares; 2025Q2: 605 shares; 2025Q3: 1,225 shares; 2025Q4: 701 shares; 2026Q1: 694 shares; 2026Q2: 5,714 shares 5,714 $683K 0.28% +5,020 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,750 shares; 2026Q1: 26,975 shares; 2026Q2: 26,975 shares 26,975 $676K 0.28% 0 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: not loaded; 2024Q4: 7,441 shares; 2025Q1: 61,700 shares; 2025Q2: 9,494 shares; 2025Q3: 16,767 shares; 2025Q4: 11,157 shares; 2026Q1: 11,160 shares; 2026Q2: 12,465 shares 12,465 $668K 0.27% +1,305 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 2,352 shares; 2025Q2: 2,381 shares; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares; 2026Q2: 13,221 shares 13,221 $668K 0.27% +2,571 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: not loaded; 2024Q4: 1,485 shares; 2025Q1: 1,445 shares; 2025Q2: 1,036 shares; 2025Q3: 3,792 shares; 2025Q4: 1,905 shares; 2026Q1: 2,091 shares; 2026Q2: 2,189 shares 2,189 $663K 0.27% +98 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 2,042 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $654K 0.27% 0 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: not loaded; 2024Q4: 4,007 shares; 2025Q1: 6,669 shares; 2025Q2: 6,356 shares; 2025Q3: 5,034 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares; 2026Q2: 2,588 shares 2,588 $653K 0.27% -8 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,307 shares; 2026Q2: 11,255 shares 11,255 $628K 0.26% -4,052 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,360 shares; 2025Q1: 8,985 shares; 2025Q2: 4,669 shares; 2025Q3: 14,644 shares; 2025Q4: 10,681 shares; 2026Q1: 8,928 shares; 2026Q2: 8,627 shares 8,627 $621K 0.25% -301 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,041 shares; 2025Q1: 10,041 shares; 2025Q2: 10,041 shares; 2025Q3: 20,158 shares; 2025Q4: 10,079 shares; 2026Q1: 10,094 shares; 2026Q2: 10,471 shares 10,471 $581K 0.24% +377 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,024 shares; 2025Q1: 14,024 shares; 2025Q2: 14,024 shares; 2025Q3: 27,576 shares; 2025Q4: 11,435 shares; 2026Q1: 11,695 shares; 2026Q2: 11,952 shares 11,952 $571K 0.23% +257 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,278 shares; 2025Q1: 18,439 shares; 2025Q2: 4,356 shares; 2025Q3: 14,384 shares; 2025Q4: 16,327 shares; 2026Q1: 14,169 shares; 2026Q2: 13,425 shares 13,425 $568K 0.23% -744 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: not loaded; 2024Q4: 36,254 shares; 2025Q1: 38,118 shares; 2025Q2: 12,414 shares; 2025Q3: 30,388 shares; 2025Q4: 26,738 shares; 2026Q1: 26,601 shares; 2026Q2: 27,383 shares 27,383 $567K 0.23% +782 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: not loaded; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 625 shares; 2025Q3: 2,820 shares; 2025Q4: 2,508 shares; 2026Q1: 2,501 shares; 2026Q2: 2,216 shares 2,216 $566K 0.23% -285 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,862 shares; 2025Q2: 1,163 shares; 2025Q3: 2,830 shares; 2025Q4: 1,849 shares; 2026Q1: 1,851 shares; 2026Q2: 1,896 shares 1,896 $565K 0.23% +45 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,213 shares; 2025Q1: 28,613 shares; 2025Q2: 28,613 shares; 2025Q3: 50,230 shares; 2025Q4: 23,473 shares; 2026Q1: 33,712 shares; 2026Q2: 33,712 shares 33,712 $563K 0.23% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 176 shares; 2025Q1: 7,826 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 12,287 shares; 2026Q1: 11,573 shares; 2026Q2: 11,590 shares 11,590 $553K 0.23% +17 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 102 shares; 2025Q3: 250 shares; 2025Q4: 491 shares; 2026Q1: 537 shares; 2026Q2: 544 shares 544 $550K 0.22% +7 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: not loaded; 2024Q4: 1,657 shares; 2025Q1: 32,559 shares; 2025Q2: 34,810 shares; 2025Q3: 5,242 shares; 2025Q4: 10,264 shares; 2026Q1: 11,567 shares; 2026Q2: 11,910 shares 11,910 $550K 0.22% +343 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,468 shares; 2025Q1: 9,194 shares; 2025Q2: 2,196 shares; 2025Q3: 11,656 shares; 2025Q4: 11,547 shares; 2026Q1: 10,455 shares; 2026Q2: 10,998 shares 10,998 $542K 0.22% +543 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,481 shares; 2026Q1: 11,732 shares; 2026Q2: 10,168 shares 10,168 $541K 0.22% -1,564 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,931 shares; 2025Q1: 28,388 shares; 2025Q2: 1,841 shares; 2025Q3: 15,420 shares; 2025Q4: 7,264 shares; 2026Q1: 7,429 shares; 2026Q2: 11,374 shares 11,374 $537K 0.22% +3,945 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,698 shares; 2025Q1: 9,588 shares; 2025Q2: 8,886 shares; 2025Q3: 8,058 shares; 2025Q4: 4,795 shares; 2026Q1: 4,203 shares; 2026Q2: 4,176 shares 4,176 $537K 0.22% -27 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: not loaded; 2024Q4: 590 shares; 2025Q1: 10,629 shares; 2025Q2: 11,158 shares; 2025Q3: 554 shares; 2025Q4: 1,063 shares; 2026Q1: 1,059 shares; 2026Q2: 2,772 shares 2,772 $528K 0.22% +1,713 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,594 shares; 2025Q1: 8,594 shares; 2025Q2: 8,637 shares; 2025Q3: 17,934 shares; 2025Q4: 8,753 shares; 2026Q1: 8,753 shares; 2026Q2: 8,730 shares 8,730 $527K 0.22% -23 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 loaded; 2024Q4: 630 shares; 2025Q1: 1,130 shares; 2025Q2: 920 shares; 2025Q3: 1,980 shares; 2025Q4: 2,593 shares; 2026Q1: 2,777 shares; 2026Q2: 3,531 shares 3,531 $517K 0.21% +754 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,196 shares; 2025Q1: 14,125 shares; 2025Q2: 13,836 shares; 2025Q3: 25,014 shares; 2025Q4: 12,031 shares; 2026Q1: 9,832 shares; 2026Q2: 7,392 shares 7,392 $514K 0.21% -2,440 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 loaded; 2024Q4: 2,821 shares; 2025Q1: 2,076 shares; 2025Q2: 1,206 shares; 2025Q3: 3,196 shares; 2025Q4: 1,471 shares; 2026Q1: 1,525 shares; 2026Q2: 1,456 shares 1,456 $514K 0.21% -69 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: not loaded; 2024Q4: 757 shares; 2025Q1: 1,846 shares; 2025Q2: 1,938 shares; 2025Q3: 2,238 shares; 2025Q4: 1,137 shares; 2026Q1: 1,213 shares; 2026Q2: 1,228 shares 1,228 $510K 0.21% +15 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: not loaded; 2024Q4: 447 shares; 2025Q1: 446 shares; 2025Q2: 594 shares; 2025Q3: 642 shares; 2025Q4: 740 shares; 2026Q1: 1,479 shares; 2026Q2: 1,697 shares 1,697 $510K 0.21% +218 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,166 shares; 2025Q1: 3,166 shares; 2025Q2: 3,644 shares; 2025Q3: 6,142 shares; 2025Q4: 3,169 shares; 2026Q1: 3,780 shares; 2026Q2: 3,826 shares 3,826 $484K 0.2% +46 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 loaded; 2024Q4: 275 shares; 2025Q1: 242 shares; 2025Q2: 237 shares; 2025Q3: 556 shares; 2025Q4: 271 shares; 2026Q1: 232 shares; 2026Q2: 242 shares 242 $481K 0.2% +10 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 loaded; 2024Q4: 3,616 shares; 2025Q1: 6,997 shares; 2025Q2: 5,228 shares; 2025Q3: 3,969 shares; 2025Q4: 2,027 shares; 2026Q1: 1,558 shares; 2026Q2: 1,889 shares 1,889 $480K 0.2% +331 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,338 shares; 2025Q1: 5,979 shares; 2025Q2: 5,273 shares; 2025Q3: 1,966 shares; 2025Q4: 3,682 shares; 2026Q1: 3,071 shares; 2026Q2: 3,153 shares 3,153 $468K 0.19% +82 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 526 shares; 2025Q1: 1,085 shares; 2025Q2: 289 shares; 2025Q3: 720 shares; 2025Q4: 966 shares; 2026Q1: 1,060 shares; 2026Q2: 915 shares 915 $466K 0.19% -145 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,267 shares; 2026Q2: 12,267 shares 12,267 $466K 0.19% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 175 shares; 2025Q1: 425 shares; 2025Q2: 175 shares; 2025Q3: 2 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 1,070 shares 1,070 $462K 0.19% +219 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $460K 0.19% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $455K 0.19% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 851 shares; 2025Q2: 286 shares; 2025Q3: 44 shares; 2025Q4: 962 shares; 2026Q1: 962 shares; 2026Q2: 1,137 shares 1,137 $452K 0.18% +175 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,658 shares 12,658 $449K 0.18% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 1,363 shares; 2025Q4: 732 shares; 2026Q1: 718 shares; 2026Q2: 5,360 shares 5,360 $443K 0.18% +4,642 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 450 shares; 2025Q4: 1,594 shares; 2026Q1: 1,672 shares; 2026Q2: 1,677 shares 1,677 $437K 0.18% +5 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,440 shares 16,440 $436K 0.18% 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 loaded; 2024Q4: 419 shares; 2025Q1: 2,427 shares; 2025Q2: 3,230 shares; 2025Q3: 1,846 shares; 2025Q4: 1,297 shares; 2026Q1: 990 shares; 2026Q2: 1,267 shares 1,267 $435K 0.18% +277 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 loaded; 2024Q4: 2,738 shares; 2025Q1: 5,156 shares; 2025Q2: 3,839 shares; 2025Q3: 2,904 shares; 2025Q4: 1,203 shares; 2026Q1: 1,175 shares; 2026Q2: 1,176 shares 1,176 $433K 0.18% +1 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,386 shares; 2025Q1: 4,999 shares; 2025Q2: 4,921 shares; 2025Q3: 14,098 shares; 2025Q4: 7,029 shares; 2026Q1: 6,689 shares; 2026Q2: 6,407 shares 6,407 $429K 0.18% -282 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: not loaded; 2024Q4: 2,481 shares; 2025Q1: 2,209 shares; 2025Q2: 2,171 shares; 2025Q3: 4,706 shares; 2025Q4: 2,429 shares; 2026Q1: 2,475 shares; 2026Q2: 1,940 shares 1,940 $428K 0.17% -535 Timeline SCHV 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 loaded; 2024Q4: 918 shares; 2025Q1: 1,639 shares; 2025Q2: 2,419 shares; 2025Q3: 5,774 shares; 2025Q4: 4,294 shares; 2026Q1: 4,306 shares; 2026Q2: 12,188 shares 12,188 $424K 0.17% +7,882 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: not loaded; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 3,103 shares; 2026Q1: 3,039 shares; 2026Q2: 15,289 shares 15,289 $419K 0.17% +12,250 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,414 shares 2,414 $412K 0.17% new Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 369 shares; 2026Q1: 370 shares; 2026Q2: 6,708 shares 6,708 $411K 0.17% +6,338 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: 24,050 shares; 2025Q4: 19,061 shares; 2026Q1: 19,061 shares; 2026Q2: 19,061 shares 19,061 $409K 0.17% 0 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 loaded; 2024Q4: 965 shares; 2025Q1: 758 shares; 2025Q2: 848 shares; 2025Q3: 240 shares; 2025Q4: 173 shares; 2026Q1: 203 shares; 2026Q2: 4,744 shares 4,744 $409K 0.17% +4,541 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 6,308 shares; 2025Q4: 4,322 shares; 2026Q1: 4,296 shares; 2026Q2: 4,296 shares 4,296 $406K 0.17% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,577 shares; 2025Q2: 2,059 shares; 2025Q3: 11,527 shares; 2025Q4: 8,844 shares; 2026Q1: 9,545 shares; 2026Q2: 9,464 shares 9,464 $401K 0.16% -81 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 loaded; 2024Q4: 1,059 shares; 2025Q1: 1,803 shares; 2025Q2: 1,091 shares; 2025Q3: 2,356 shares; 2025Q4: 2,086 shares; 2026Q1: 2,443 shares; 2026Q2: 2,556 shares 2,556 $400K 0.16% +113 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: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,079 shares; 2025Q2: 1,795 shares; 2025Q3: 1,796 shares; 2025Q4: 4,698 shares; 2026Q1: 7,895 shares; 2026Q2: 8,548 shares 8,548 $400K 0.16% +653 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,033 shares; 2025Q1: 21,759 shares; 2025Q2: not reported; 2025Q3: 19,662 shares; 2025Q4: 8,295 shares; 2026Q1: 8,695 shares; 2026Q2: 7,695 shares 7,695 $399K 0.16% -1,000 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,655 shares; 2025Q1: 9,730 shares; 2025Q2: 8,753 shares; 2025Q3: 1,794 shares; 2025Q4: 977 shares; 2026Q1: 739 shares; 2026Q2: 1,801 shares 1,801 $392K 0.16% +1,062 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 loaded; 2024Q4: 4,597 shares; 2025Q1: 4,383 shares; 2025Q2: 3,552 shares; 2025Q3: 5,955 shares; 2025Q4: 3,300 shares; 2026Q1: 3,503 shares; 2026Q2: 3,304 shares 3,304 $389K 0.16% -199 Timeline PJUN 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 loaded; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 17,910 shares; 2025Q4: 8,955 shares; 2026Q1: 8,955 shares; 2026Q2: 8,955 shares 8,955 $387K 0.16% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,884 shares; 2026Q2: 1,973 shares 1,973 $374K 0.15% +89 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: not loaded; 2024Q4: 6,448 shares; 2025Q1: 6,269 shares; 2025Q2: 6,212 shares; 2025Q3: 2,349 shares; 2025Q4: 1,327 shares; 2026Q1: 2,483 shares; 2026Q2: 4,353 shares 4,353 $372K 0.15% +1,870 Timeline CALF 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 loaded; 2024Q4: 22,617 shares; 2025Q1: 13,469 shares; 2025Q2: 3,644 shares; 2025Q3: 5,801 shares; 2025Q4: 5,620 shares; 2026Q1: 5,158 shares; 2026Q2: 7,241 shares 7,241 $366K 0.15% +2,083 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,866 shares; 2025Q4: 1,428 shares; 2026Q1: 1,590 shares; 2026Q2: 1,855 shares 1,855 $361K 0.15% +265 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 2,713 shares; 2026Q1: 10,662 shares; 2026Q2: 10,810 shares 10,810 $360K 0.15% +148 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,441 shares 17,441 $357K 0.15% new 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: not loaded; 2024Q4: 560 shares; 2025Q1: 704 shares; 2025Q2: 363 shares; 2025Q3: 40 shares; 2025Q4: 562 shares; 2026Q1: 452 shares; 2026Q2: 460 shares 460 $351K 0.14% +8 Timeline FLRT 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 loaded; 2024Q4: not reported; 2025Q1: 7,738 shares; 2025Q2: 7,806 shares; 2025Q3: 21,192 shares; 2025Q4: 11,126 shares; 2026Q1: 7,427 shares; 2026Q2: 7,427 shares 7,427 $346K 0.14% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,717 shares; 2025Q1: 7,192 shares; 2025Q2: 6,718 shares; 2025Q3: 8,098 shares; 2025Q4: 6,671 shares; 2026Q1: 5,549 shares; 2026Q2: 5,498 shares 5,498 $346K 0.14% -51 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 695 shares; 2025Q2: 686 shares; 2025Q3: 1,256 shares; 2025Q4: 578 shares; 2026Q1: 533 shares; 2026Q2: 680 shares 680 $341K 0.14% +147 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 loaded; 2024Q4: 2,144 shares; 2025Q1: 2,214 shares; 2025Q2: 2,075 shares; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,589 shares; 2026Q2: 1,589 shares 1,589 $338K 0.14% 0 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 946 shares; 2025Q4: 1,038 shares; 2026Q1: 8,764 shares; 2026Q2: 8,943 shares 8,943 $335K 0.14% +179 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,773 shares; 2025Q1: 94,495 shares; 2025Q2: 15,686 shares; 2025Q3: 62,244 shares; 2025Q4: 36,988 shares; 2026Q1: 32,892 shares; 2026Q2: 30,792 shares 30,792 $335K 0.14% -2,100 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,045 shares; 2026Q1: 23,871 shares; 2026Q2: 25,660 shares 25,660 $334K 0.14% +1,789 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,081 shares; 2025Q1: 28,414 shares; 2025Q2: 26,385 shares; 2025Q3: 10,332 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares; 2026Q2: 7,909 shares 7,909 $331K 0.14% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,578 shares 38,578 $329K 0.13% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 704 shares; 2025Q3: 1,172 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 3,610 shares 3,610 $317K 0.13% +3,024 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,790 shares; 2025Q1: 6,319 shares; 2025Q2: 3,516 shares; 2025Q3: 7,032 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares; 2026Q2: 5,446 shares 5,446 $317K 0.13% +1,930 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 loaded; 2024Q4: 585 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 4,624 shares; 2025Q4: 3,019 shares; 2026Q1: 3,019 shares; 2026Q2: 3,022 shares 3,022 $314K 0.13% +3 Timeline PAUG 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 loaded; 2024Q4: 265 shares; 2025Q1: 1,043 shares; 2025Q2: 265 shares; 2025Q3: 13,758 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares; 2026Q2: 6,879 shares 6,879 $314K 0.13% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 611 shares; 2025Q3: 1,350 shares; 2025Q4: 653 shares; 2026Q1: 600 shares; 2026Q2: 615 shares 615 $313K 0.13% +15 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 loaded; 2024Q4: 4,001 shares; 2025Q1: 3,883 shares; 2025Q2: 3,867 shares; 2025Q3: 18 shares; 2025Q4: 1,054 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $312K 0.13% 0 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 loaded; 2024Q4: 1,618 shares; 2025Q1: 1,733 shares; 2025Q2: 3,139 shares; 2025Q3: 2,364 shares; 2025Q4: 1,502 shares; 2026Q1: 1,506 shares; 2026Q2: 1,438 shares 1,438 $311K 0.13% -68 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 loaded; 2024Q4: 387 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 1,450 shares; 2025Q4: 856 shares; 2026Q1: 1,040 shares; 2026Q2: 873 shares 873 $309K 0.13% -167 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,678 shares; 2025Q1: 8,741 shares; 2025Q2: 4,642 shares; 2025Q3: 10,183 shares; 2025Q4: 11,862 shares; 2026Q1: 12,751 shares; 2026Q2: 12,810 shares 12,810 $308K 0.13% +59 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: not loaded; 2024Q4: 4,418 shares; 2025Q1: 4,883 shares; 2025Q2: 4,615 shares; 2025Q3: 2,187 shares; 2025Q4: 1,964 shares; 2026Q1: 3,285 shares; 2026Q2: 4,324 shares 4,324 $308K 0.13% +1,039 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: not loaded; 2024Q4: 590 shares; 2025Q1: 620 shares; 2025Q2: 1,027 shares; 2025Q3: 110 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 2,573 shares 2,573 $306K 0.13% +1,893 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares; 2026Q2: 3,109 shares 3,109 $303K 0.12% 0 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,750 shares; 2025Q1: 16,550 shares; 2025Q2: not reported; 2025Q3: 19,800 shares; 2025Q4: 8,400 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $303K 0.12% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,765 shares; 2025Q1: 3,042 shares; 2025Q2: 1,162 shares; 2025Q3: 3,466 shares; 2025Q4: 2,961 shares; 2026Q1: 3,271 shares; 2026Q2: 3,445 shares 3,445 $302K 0.12% +174 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 149 shares; 2025Q3: 4 shares; 2025Q4: 2,311 shares; 2026Q1: 2,505 shares; 2026Q2: 2,312 shares 2,312 $302K 0.12% -193 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 3,184 shares 3,184 $301K 0.12% +3,070 Timeline AMZA 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 loaded; 2024Q4: 12,525 shares; 2025Q1: 11,300 shares; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 6,460 shares; 2026Q1: 6,660 shares; 2026Q2: 6,500 shares 6,500 $300K 0.12% -160 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 loaded; 2024Q4: 4,718 shares; 2025Q1: 9,607 shares; 2025Q2: 8,462 shares; 2025Q3: 5,430 shares; 2025Q4: 3,489 shares; 2026Q1: 3,506 shares; 2026Q2: 5,160 shares 5,160 $294K 0.12% +1,654 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,752 shares; 2025Q1: 46,205 shares; 2025Q2: not reported; 2025Q3: 42,338 shares; 2025Q4: 19,308 shares; 2026Q1: 19,358 shares; 2026Q2: 18,858 shares 18,858 $292K 0.12% -500 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,736 shares; 2025Q1: 3,900 shares; 2025Q2: 2,588 shares; 2025Q3: 5,176 shares; 2025Q4: 2,588 shares; 2026Q1: 3,215 shares; 2026Q2: 3,215 shares 3,215 $285K 0.12% 0 Timeline BRHY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 3,207 shares; 2026Q1: 5,456 shares; 2026Q2: 5,564 shares 5,564 $284K 0.12% +108 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 loaded; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 7,964 shares; 2025Q3: 2,872 shares; 2025Q4: 1,864 shares; 2026Q1: 1,880 shares; 2026Q2: 1,797 shares 1,797 $284K 0.12% -83 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 429 shares; 2025Q1: 2,099 shares; 2025Q2: 654 shares; 2025Q3: 1,300 shares; 2025Q4: 3,113 shares; 2026Q1: 3,189 shares; 2026Q2: 1,534 shares 1,534 $283K 0.12% -1,655 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: not loaded; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 6,593 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,530 shares 5,530 $280K 0.11% new Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,151 shares 11,151 $279K 0.11% new 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: not loaded; 2024Q4: 1,572 shares; 2025Q1: 421 shares; 2025Q2: 259 shares; 2025Q3: 1,166 shares; 2025Q4: 1,195 shares; 2026Q1: 1,265 shares; 2026Q2: 3,326 shares 3,326 $276K 0.11% +2,061 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 2,045 shares; 2025Q2: 340 shares; 2025Q3: 1,202 shares; 2025Q4: 2,464 shares; 2026Q1: 2,466 shares; 2026Q2: 3,521 shares 3,521 $275K 0.11% +1,055 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,553 shares; 2025Q1: 1,447 shares; 2025Q2: 168 shares; 2025Q3: 1,312 shares; 2025Q4: 1,228 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares 1,249 $271K 0.11% 0 Timeline PDEC 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 loaded; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: not reported; 2025Q3: 11,938 shares; 2025Q4: 5,969 shares; 2026Q1: 5,808 shares; 2026Q2: 5,808 shares 5,808 $267K 0.11% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 1,760 shares; 2025Q2: 435 shares; 2025Q3: 2,326 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 5,978 shares 5,978 $266K 0.11% +3,603 Timeline FMAR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,060 shares 5,060 $264K 0.11% new Timeline FDVV 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 loaded; 2024Q4: 5,205 shares; 2025Q1: 6,225 shares; 2025Q2: not reported; 2025Q3: 4,300 shares; 2025Q4: 3,835 shares; 2026Q1: 4,371 shares; 2026Q2: 4,376 shares 4,376 $264K 0.11% +5 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,226 shares; 2025Q1: 1,340 shares; 2025Q2: 1,089 shares; 2025Q3: 2,302 shares; 2025Q4: 1,180 shares; 2026Q1: 1,154 shares; 2026Q2: 2,718 shares 2,718 $262K 0.11% +1,564 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 loaded; 2024Q4: 10,807 shares; 2025Q1: 11,298 shares; 2025Q2: 1,742 shares; 2025Q3: 2,899 shares; 2025Q4: 2,107 shares; 2026Q1: 2,624 shares; 2026Q2: 2,805 shares 2,805 $259K 0.11% +181 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,001 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 2,208 shares; 2025Q4: 5,940 shares; 2026Q1: 5,948 shares; 2026Q2: 5,958 shares 5,958 $254K 0.1% +10 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: not loaded; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 43 shares; 2025Q3: 996 shares; 2025Q4: 626 shares; 2026Q1: 744 shares; 2026Q2: 2,835 shares 2,835 $252K 0.1% +2,091 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,380 shares; 2025Q1: 4,071 shares; 2025Q2: 569 shares; 2025Q3: 2,624 shares; 2025Q4: 2,087 shares; 2026Q1: 2,307 shares; 2026Q2: 2,439 shares 2,439 $252K 0.1% +132 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 loaded; 2024Q4: 855 shares; 2025Q1: 619 shares; 2025Q2: 164 shares; 2025Q3: 908 shares; 2025Q4: 550 shares; 2026Q1: 549 shares; 2026Q2: 683 shares 683 $250K 0.1% +134 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,654 shares; 2025Q4: 10,032 shares; 2026Q1: 10,236 shares; 2026Q2: 10,236 shares 10,236 $249K 0.1% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,487 shares; 2025Q1: 1,898 shares; 2025Q2: not reported; 2025Q3: 2,291 shares; 2025Q4: 1,661 shares; 2026Q1: 1,694 shares; 2026Q2: 1,697 shares 1,697 $248K 0.1% +3 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: not loaded; 2024Q4: 1,037 shares; 2025Q1: 1,040 shares; 2025Q2: 2,239 shares; 2025Q3: 1,542 shares; 2025Q4: 771 shares; 2026Q1: 808 shares; 2026Q2: 2,245 shares 2,245 $242K 0.1% +1,437 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 loaded; 2024Q4: 705 shares; 2025Q1: 530 shares; 2025Q2: 577 shares; 2025Q3: 836 shares; 2025Q4: 418 shares; 2026Q1: 317 shares; 2026Q2: 380 shares 380 $241K 0.1% +63 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,280 shares; 2025Q1: 4,380 shares; 2025Q2: 4,690 shares; 2025Q3: 9,260 shares; 2025Q4: 4,601 shares; 2026Q1: 4,601 shares; 2026Q2: 4,634 shares 4,634 $238K 0.1% +33 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 loaded; 2024Q4: 1,195 shares; 2025Q1: 2,920 shares; 2025Q2: 2,729 shares; 2025Q3: 2,189 shares; 2025Q4: 1,326 shares; 2026Q1: 1,880 shares; 2026Q2: 1,239 shares 1,239 $235K 0.1% -641 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 3,912 shares; 2025Q4: 2,829 shares; 2026Q1: 2,685 shares; 2026Q2: 2,855 shares 2,855 $234K 0.1% +170 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,166 shares 2,166 $231K 0.09% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,116 shares; 2025Q1: 8,116 shares; 2025Q2: 4,044 shares; 2025Q3: 12,564 shares; 2025Q4: 7,712 shares; 2026Q1: 7,187 shares; 2026Q2: 7,179 shares 7,179 $230K 0.09% -8 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 222 shares; 2025Q2: 1,137 shares; 2025Q3: 642 shares; 2025Q4: 312 shares; 2026Q1: 384 shares; 2026Q2: 3,049 shares 3,049 $224K 0.09% +2,665 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,157 shares; 2025Q1: 7,442 shares; 2025Q2: 2,855 shares; 2025Q3: 9,896 shares; 2025Q4: 8,102 shares; 2026Q1: 8,566 shares; 2026Q2: 9,117 shares 9,117 $224K 0.09% +551 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,350 shares; 2025Q1: 25,350 shares; 2025Q2: 23,130 shares; 2025Q3: 33,850 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 9,282 shares 9,282 $223K 0.09% +1,282 Timeline ACHV ACHIEVE LIFE SCIENCE INC More: the full row for ACHIEVE LIFE SCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,598 shares 33,598 $219K 0.09% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 387 shares; 2026Q2: 887 shares 887 $217K 0.09% +500 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 3,568 shares; 2025Q3: 6,788 shares; 2025Q4: 4,433 shares; 2026Q1: 4,951 shares; 2026Q2: 4,951 shares 4,951 $216K 0.09% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,074 shares; 2025Q1: 8,768 shares; 2025Q2: 668 shares; 2025Q3: 6,558 shares; 2025Q4: 4,797 shares; 2026Q1: 5,226 shares; 2026Q2: 5,466 shares 5,466 $216K 0.09% +240 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 453 shares; 2025Q1: 454 shares; 2025Q2: 781 shares; 2025Q3: 1,572 shares; 2025Q4: 790 shares; 2026Q1: 856 shares; 2026Q2: 875 shares 875 $216K 0.09% +19 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 506 shares; 2025Q1: 616 shares; 2025Q2: 506 shares; 2025Q3: 1,623 shares; 2025Q4: 925 shares; 2026Q1: 924 shares; 2026Q2: 945 shares 945 $214K 0.09% +21 Timeline EIPI 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 loaded; 2024Q4: 26,186 shares; 2025Q1: 24,389 shares; 2025Q2: not reported; 2025Q3: 17,984 shares; 2025Q4: 9,578 shares; 2026Q1: 9,578 shares; 2026Q2: 9,578 shares 9,578 $209K 0.09% 0 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,100 shares; 2025Q1: 71,600 shares; 2025Q2: not reported; 2025Q3: 64,600 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 27,500 shares 27,500 $208K 0.08% -500 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: not loaded; 2024Q4: 2,064 shares; 2025Q1: 3,679 shares; 2025Q2: 2,813 shares; 2025Q3: 2,496 shares; 2025Q4: 2,250 shares; 2026Q1: 2,465 shares; 2026Q2: 2,159 shares 2,159 $208K 0.08% -306 Timeline GAPR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,943 shares 4,943 $206K 0.08% new 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: not loaded; 2024Q4: 329 shares; 2025Q1: 368 shares; 2025Q2: 39 shares; 2025Q3: 680 shares; 2025Q4: 400 shares; 2026Q1: 567 shares; 2026Q2: 600 shares 600 $205K 0.08% +33 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares; 2026Q1: 4,872 shares; 2026Q2: 4,872 shares 4,872 $204K 0.08% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 510 shares 510 $203K 0.08% +10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,151 shares; 2025Q1: 1,178 shares; 2025Q2: 993 shares; 2025Q3: 1,214 shares; 2025Q4: 608 shares; 2026Q1: 663 shares; 2026Q2: 2,509 shares 2,509 $202K 0.08% +1,846 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: not loaded; 2024Q4: 806 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 890 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,465 shares 1,465 $201K 0.08% +430 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,295 shares; 2025Q1: 6,447 shares; 2025Q2: 2,572 shares; 2025Q3: 8,276 shares; 2025Q4: 9,122 shares; 2026Q1: 8,170 shares; 2026Q2: 6,628 shares 6,628 $201K 0.08% -1,542 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,987 shares 4,987 $200K 0.08% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,772 shares; 2026Q2: 2,855 shares 2,855 $198K 0.08% +83 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 811 shares; 2025Q1: 1,320 shares; 2025Q2: 120 shares; 2025Q3: 414 shares; 2025Q4: 1,450 shares; 2026Q1: 1,451 shares; 2026Q2: 1,217 shares 1,217 $197K 0.08% -234 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,866 shares 5,866 $197K 0.08% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,143 shares; 2025Q1: 14,803 shares; 2025Q2: 5,994 shares; 2025Q3: 8,688 shares; 2025Q4: 4,429 shares; 2026Q1: 4,044 shares; 2026Q2: 4,032 shares 4,032 $196K 0.08% -12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 443 shares; 2025Q1: 2,195 shares; 2025Q2: 313 shares; 2025Q3: 528 shares; 2025Q4: 2,434 shares; 2026Q1: 2,374 shares; 2026Q2: 3,162 shares 3,162 $196K 0.08% +788 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,262 shares; 2025Q4: 8,631 shares; 2026Q1: 8,631 shares; 2026Q2: 8,631 shares 8,631 $194K 0.08% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 439 shares; 2025Q3: 1,678 shares; 2025Q4: 839 shares; 2026Q1: 2,028 shares; 2026Q2: 2,148 shares 2,148 $193K 0.08% +120 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 loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 17 shares; 2025Q3: 120 shares; 2025Q4: 69 shares; 2026Q1: 68 shares; 2026Q2: 636 shares 636 $192K 0.08% +568 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 5,696 shares; 2025Q4: 3,059 shares; 2026Q1: 2,449 shares; 2026Q2: 2,449 shares 2,449 $188K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 581 shares; 2025Q1: 598 shares; 2025Q2: 74 shares; 2025Q3: 662 shares; 2025Q4: 231 shares; 2026Q1: 232 shares; 2026Q2: 247 shares 247 $187K 0.08% +15 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,611 shares; 2025Q1: 3,932 shares; 2025Q2: not reported; 2025Q3: 4,699 shares; 2025Q4: 3,208 shares; 2026Q1: 3,096 shares; 2026Q2: 3,116 shares 3,116 $186K 0.08% +20 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 loaded; 2024Q4: 220 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 675 shares; 2025Q4: 530 shares; 2026Q1: 533 shares; 2026Q2: 547 shares 547 $185K 0.08% +14 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,210 shares; 2025Q1: 8,315 shares; 2025Q2: 7,678 shares; 2025Q3: 3,234 shares; 2025Q4: 1,839 shares; 2026Q1: 1,608 shares; 2026Q2: 1,929 shares 1,929 $184K 0.08% +321 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,720 shares 4,720 $182K 0.07% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,073 shares; 2025Q1: 16,205 shares; 2025Q2: 15,343 shares; 2025Q3: 29,658 shares; 2025Q4: 14,829 shares; 2026Q1: 15,468 shares; 2026Q2: 17,330 shares 17,330 $182K 0.07% +1,862 Timeline VBR 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 loaded; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 517 shares; 2025Q3: 1,116 shares; 2025Q4: 602 shares; 2026Q1: 347 shares; 2026Q2: 738 shares 738 $179K 0.07% +391 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: not loaded; 2024Q4: 2,004 shares; 2025Q1: 1,780 shares; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 767 shares; 2026Q1: 769 shares; 2026Q2: 800 shares 800 $178K 0.07% +31 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 52 shares; 2025Q3: 104 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 78 shares 78 $177K 0.07% +26 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,139 shares; 2025Q1: 6,828 shares; 2025Q2: 2,449 shares; 2025Q3: 3,277 shares; 2025Q4: 2,019 shares; 2026Q1: 2,295 shares; 2026Q2: 2,337 shares 2,337 $177K 0.07% +42 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 4,187 shares; 2026Q2: 4,036 shares 4,036 $177K 0.07% -151 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: not reported; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,945 shares 1,945 $177K 0.07% +135 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,266 shares; 2025Q1: 4,342 shares; 2025Q2: 3,003 shares; 2025Q3: 1,158 shares; 2025Q4: 1,807 shares; 2026Q1: 1,531 shares; 2026Q2: 1,302 shares 1,302 $176K 0.07% -229 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,418 shares; 2026Q2: 3,490 shares 3,490 $176K 0.07% +72 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,197 shares; 2025Q3: 2,282 shares; 2025Q4: 2,030 shares; 2026Q1: 1,857 shares; 2026Q2: 1,894 shares 1,894 $176K 0.07% +37 Timeline FTCA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,286 shares; 2026Q1: 23,436 shares; 2026Q2: 23,436 shares 23,436 $174K 0.07% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,365 shares; 2025Q1: 1,248 shares; 2025Q2: 613 shares; 2025Q3: 3,044 shares; 2025Q4: 1,963 shares; 2026Q1: 1,674 shares; 2026Q2: 1,608 shares 1,608 $173K 0.07% -66 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,052 shares; 2025Q1: 909 shares; 2025Q2: 721 shares; 2025Q3: 718 shares; 2025Q4: 539 shares; 2026Q1: 561 shares; 2026Q2: 631 shares 631 $171K 0.07% +70 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,018 shares; 2025Q1: 21,618 shares; 2025Q2: not reported; 2025Q3: 22,000 shares; 2025Q4: 9,950 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $169K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 169 shares; 2025Q1: 191 shares; 2025Q2: 374 shares; 2025Q3: 950 shares; 2025Q4: 433 shares; 2026Q1: 782 shares; 2026Q2: 884 shares 884 $168K 0.07% +102 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 696 shares; 2025Q1: 2,392 shares; 2025Q2: 371 shares; 2025Q3: 742 shares; 2025Q4: 2,371 shares; 2026Q1: 2,100 shares; 2026Q2: 2,221 shares 2,221 $165K 0.07% +121 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 3,164 shares; 2025Q4: 1,582 shares; 2026Q1: 1,582 shares; 2026Q2: 1,582 shares 1,582 $164K 0.07% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 902 shares; 2025Q4: 451 shares; 2026Q1: 1,179 shares; 2026Q2: 1,225 shares 1,225 $163K 0.07% +46 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 210 shares; 2025Q3: 2,400 shares; 2025Q4: 1,349 shares; 2026Q1: 6,826 shares; 2026Q2: 6,211 shares 6,211 $163K 0.07% -615 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,019 shares; 2025Q1: 1,912 shares; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 3,134 shares; 2026Q1: 3,340 shares; 2026Q2: 5,870 shares 5,870 $159K 0.06% +2,530 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: not loaded; 2024Q4: 98 shares; 2025Q1: 1,351 shares; 2025Q2: 1,864 shares; 2025Q3: 870 shares; 2025Q4: 390 shares; 2026Q1: 301 shares; 2026Q2: 309 shares 309 $159K 0.06% +8 Timeline PTMC 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 loaded; 2024Q4: 2,554 shares; 2025Q1: 2,111 shares; 2025Q2: 1,111 shares; 2025Q3: 2,222 shares; 2025Q4: 1,111 shares; 2026Q1: 2,470 shares; 2026Q2: 3,770 shares 3,770 $158K 0.06% +1,300 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,800 shares; 2025Q1: 47,800 shares; 2025Q2: not reported; 2025Q3: 46,000 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares; 2026Q2: 21,800 shares 21,800 $157K 0.06% 0 Timeline PDP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 1,025 shares 1,025 $156K 0.06% +1,000 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 518 shares; 2025Q4: 251 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $155K 0.06% 0 Timeline GCOW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,554 shares 3,554 $154K 0.06% new 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 loaded; 2024Q4: 400 shares; 2025Q1: 465 shares; 2025Q2: 365 shares; 2025Q3: 3,402 shares; 2025Q4: 1,122 shares; 2026Q1: 344 shares; 2026Q2: 903 shares 903 $153K 0.06% +559 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 424 shares; 2025Q4: 212 shares; 2026Q1: 720 shares; 2026Q2: 797 shares 797 $153K 0.06% +77 Timeline EDOW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,760 shares; 2026Q2: 3,450 shares 3,450 $152K 0.06% +690 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 2,155 shares; 2026Q2: 6,247 shares 6,247 $151K 0.06% +4,092 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 400 shares; 2025Q4: 176 shares; 2026Q1: 350 shares; 2026Q2: 361 shares 361 $150K 0.06% +11 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: not loaded; 2024Q4: 3,222 shares; 2025Q1: 2,809 shares; 2025Q2: 2,473 shares; 2025Q3: 3,482 shares; 2025Q4: 1,459 shares; 2026Q1: 1,553 shares; 2026Q2: 1,514 shares 1,514 $150K 0.06% -39 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 3,858 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares; 2026Q2: 1,929 shares 1,929 $150K 0.06% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,313 shares; 2025Q1: 3,356 shares; 2025Q2: 421 shares; 2025Q3: 6,477 shares; 2025Q4: 5,310 shares; 2026Q1: 821 shares; 2026Q2: 1,360 shares 1,360 $148K 0.06% +539 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,557 shares; 2025Q1: 4,699 shares; 2025Q2: 2,610 shares; 2025Q3: 1,383 shares; 2025Q4: 1,055 shares; 2026Q1: 1,054 shares; 2026Q2: 1,630 shares 1,630 $148K 0.06% +576 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,231 shares; 2026Q2: 6,231 shares 6,231 $148K 0.06% 0 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: not loaded; 2024Q4: 598 shares; 2025Q1: 378 shares; 2025Q2: 323 shares; 2025Q3: 349 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 347 shares 347 $148K 0.06% +5 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 586 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 1,082 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 616 shares 616 $146K 0.06% +75 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,753 shares; 2026Q2: 1,784 shares 1,784 $146K 0.06% +31 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,224 shares; 2025Q1: 473 shares; 2025Q2: 357 shares; 2025Q3: 854 shares; 2025Q4: 434 shares; 2026Q1: 851 shares; 2026Q2: 871 shares 871 $146K 0.06% +20 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 141 shares; 2025Q2: 317 shares; 2025Q3: 2 shares; 2025Q4: 540 shares; 2026Q1: 577 shares; 2026Q2: 587 shares 587 $146K 0.06% +10 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 loaded; 2024Q4: 5,850 shares; 2025Q1: 5,556 shares; 2025Q2: 5,134 shares; 2025Q3: 3,258 shares; 2025Q4: 2,236 shares; 2026Q1: 2,194 shares; 2026Q2: 1,763 shares 1,763 $146K 0.06% -431 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,100 shares; 2025Q1: 10,600 shares; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 4,150 shares; 2026Q1: 10,850 shares; 2026Q2: 10,850 shares 10,850 $145K 0.06% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,226 shares; 2025Q1: 824 shares; 2025Q2: 670 shares; 2025Q3: 852 shares; 2025Q4: 905 shares; 2026Q1: 1,149 shares; 2026Q2: 827 shares 827 $145K 0.06% -322 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,679 shares; 2025Q1: 1,691 shares; 2025Q2: 1,621 shares; 2025Q3: 2,380 shares; 2025Q4: 1,356 shares; 2026Q1: 1,370 shares; 2026Q2: 2,865 shares 2,865 $145K 0.06% +1,495 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 549 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 592 shares 592 $143K 0.06% +43 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,721 shares; 2025Q1: 2,928 shares; 2025Q2: 1,288 shares; 2025Q3: 2,480 shares; 2025Q4: 1,240 shares; 2026Q1: 1,064 shares; 2026Q2: 1,119 shares 1,119 $141K 0.06% +55 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 2,685 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares; 2026Q2: 1,202 shares 1,202 $141K 0.06% -4 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,610 shares; 2025Q2: 1,675 shares; 2025Q3: 2,900 shares; 2025Q4: 3,737 shares; 2026Q1: 3,806 shares; 2026Q2: 3,806 shares 3,806 $140K 0.06% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,834 shares; 2025Q2: 2,587 shares; 2025Q3: 1,826 shares; 2025Q4: 2,153 shares; 2026Q1: 1,929 shares; 2026Q2: 1,749 shares 1,749 $140K 0.06% -180 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 4,403 shares; 2025Q2: 2,991 shares; 2025Q3: 1,390 shares; 2025Q4: 1,573 shares; 2026Q1: 1,569 shares; 2026Q2: 2,334 shares 2,334 $139K 0.06% +765 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,723 shares; 2025Q1: 20,170 shares; 2025Q2: 22,403 shares; 2025Q3: 6,400 shares; 2025Q4: 3,122 shares; 2026Q1: 2,618 shares; 2026Q2: 1,173 shares 1,173 $137K 0.06% -1,445 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,972 shares; 2025Q1: 4,972 shares; 2025Q2: 4,547 shares; 2025Q3: 600 shares; 2025Q4: 5,273 shares; 2026Q1: 6,187 shares; 2026Q2: 6,116 shares 6,116 $137K 0.06% -71 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares; 2026Q2: 2,269 shares 2,269 $136K 0.06% +274 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,750 shares; 2025Q2: not reported; 2025Q3: 20,300 shares; 2025Q4: 8,900 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $136K 0.06% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 186 shares; 2025Q4: 94 shares; 2026Q1: 136 shares; 2026Q2: 301 shares 301 $134K 0.05% +165 Timeline RWJ 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 loaded; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares; 2026Q1: 2,046 shares; 2026Q2: 2,250 shares 2,250 $134K 0.05% +204 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,472 shares; 2026Q2: 5,909 shares 5,909 $134K 0.05% +437 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,596 shares; 2025Q1: 4,686 shares; 2025Q2: 7,187 shares; 2025Q3: 3,992 shares; 2025Q4: 2,452 shares; 2026Q1: 2,458 shares; 2026Q2: 2,464 shares 2,464 $134K 0.05% +6 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 542 shares; 2025Q3: 1,182 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 970 shares 970 $133K 0.05% +272 Timeline PMAR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $132K 0.05% 0 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: not loaded; 2024Q4: 725 shares; 2025Q1: 737 shares; 2025Q2: 1,094 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $132K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,634 shares; 2025Q1: 2,720 shares; 2025Q2: 528 shares; 2025Q3: 386 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,272 shares 2,272 $131K 0.05% +32 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,141 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 6,282 shares; 2025Q4: 4,861 shares; 2026Q1: 4,861 shares; 2026Q2: 4,861 shares 4,861 $129K 0.05% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,514 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,162 shares; 2025Q4: 913 shares; 2026Q1: 917 shares; 2026Q2: 938 shares 938 $127K 0.05% +21 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,612 shares; 2025Q1: 2,621 shares; 2025Q2: 2,564 shares; 2025Q3: 828 shares; 2025Q4: 1,656 shares; 2026Q1: 1,644 shares; 2026Q2: 1,628 shares 1,628 $127K 0.05% -16 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,110 shares; 2025Q3: 412 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 489 shares 489 $125K 0.05% +15 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: not loaded; 2024Q4: 83 shares; 2025Q1: 92 shares; 2025Q2: 65 shares; 2025Q3: 172 shares; 2025Q4: 202 shares; 2026Q1: 171 shares; 2026Q2: 176 shares 176 $124K 0.05% +5 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 1,016 shares; 2025Q2: 300 shares; 2025Q3: 624 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 456 shares 456 $123K 0.05% +28 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 126 shares; 2026Q1: 108 shares; 2026Q2: 3,828 shares 3,828 $122K 0.05% +3,720 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 loaded; 2024Q4: 993 shares; 2025Q1: 995 shares; 2025Q2: 999 shares; 2025Q3: 472 shares; 2025Q4: 286 shares; 2026Q1: 236 shares; 2026Q2: 233 shares 233 $122K 0.05% -3 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,879 shares; 2025Q1: 1,879 shares; 2025Q2: 375 shares; 2025Q3: 2,965 shares; 2025Q4: 1,363 shares; 2026Q1: 1,698 shares; 2026Q2: 1,702 shares 1,702 $122K 0.05% +4 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 934 shares; 2025Q4: 763 shares; 2026Q1: 1,018 shares; 2026Q2: 1,064 shares 1,064 $121K 0.05% +46 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,624 shares; 2025Q1: 11,249 shares; 2025Q2: not reported; 2025Q3: 10,674 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares; 2026Q2: 6,210 shares 6,210 $121K 0.05% -302 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: not reported; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 3,478 shares 3,478 $120K 0.05% +1,723 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 4,906 shares; 2025Q4: 3,050 shares; 2026Q1: 2,540 shares; 2026Q2: 2,389 shares 2,389 $119K 0.05% -151 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,274 shares; 2025Q1: 4,288 shares; 2025Q2: 1,764 shares; 2025Q3: 8,352 shares; 2025Q4: 4,080 shares; 2026Q1: 2,347 shares; 2026Q2: 2,268 shares 2,268 $119K 0.05% -79 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 1,584 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 769 shares 769 $118K 0.05% -3 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 loaded; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares; 2026Q2: 4,037 shares 4,037 $117K 0.05% +62 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 1,214 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $116K 0.05% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: not reported; 2025Q3: 8,852 shares; 2025Q4: 6,247 shares; 2026Q1: 6,247 shares; 2026Q2: 6,247 shares 6,247 $115K 0.05% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,027 shares; 2025Q1: 4,608 shares; 2025Q2: 700 shares; 2025Q3: 8,776 shares; 2025Q4: 4,045 shares; 2026Q1: 1,268 shares; 2026Q2: 1,271 shares 1,271 $115K 0.05% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144 shares 144 $114K 0.05% new 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: not loaded; 2024Q4: 857 shares; 2025Q1: 1,640 shares; 2025Q2: 1,358 shares; 2025Q3: 1,534 shares; 2025Q4: 1,306 shares; 2026Q1: 1,310 shares; 2026Q2: 1,313 shares 1,313 $114K 0.05% +3 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: not loaded; 2024Q4: 786 shares; 2025Q1: 859 shares; 2025Q2: 773 shares; 2025Q3: 590 shares; 2025Q4: 533 shares; 2026Q1: 534 shares; 2026Q2: 511 shares 511 $112K 0.05% -23 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 2,280 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $112K 0.05% 0 Timeline BDYN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,824 shares; 2025Q4: 3,748 shares; 2026Q1: 4,348 shares; 2026Q2: 4,032 shares 4,032 $112K 0.05% -316 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 loaded; 2024Q4: 33,865 shares; 2025Q1: 3,546 shares; 2025Q2: 2,193 shares; 2025Q3: 4,588 shares; 2025Q4: 2,321 shares; 2026Q1: 2,338 shares; 2026Q2: 2,755 shares 2,755 $111K 0.05% +417 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 379 shares; 2025Q3: 596 shares; 2025Q4: 524 shares; 2026Q1: 1,055 shares; 2026Q2: 848 shares 848 $110K 0.04% -207 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,578 shares; 2025Q1: 1,571 shares; 2025Q2: 1,247 shares; 2025Q3: 2,026 shares; 2025Q4: 1,051 shares; 2026Q1: 917 shares; 2026Q2: 1,054 shares 1,054 $110K 0.04% +137 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 1,176 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $107K 0.04% 0 Timeline VV 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 loaded; 2024Q4: 371 shares; 2025Q1: 333 shares; 2025Q2: 307 shares; 2025Q3: 622 shares; 2025Q4: 311 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $107K 0.04% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,408 shares; 2025Q1: 17,801 shares; 2025Q2: 10,478 shares; 2025Q3: 2,480 shares; 2025Q4: 1,240 shares; 2026Q1: 1,615 shares; 2026Q2: 1,615 shares 1,615 $106K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 388 shares; 2025Q2: 89 shares; 2025Q3: 102 shares; 2025Q4: 351 shares; 2026Q1: 335 shares; 2026Q2: 334 shares 334 $105K 0.04% -1 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: not loaded; 2024Q4: 17,080 shares; 2025Q1: 18,869 shares; 2025Q2: 13,075 shares; 2025Q3: 18,524 shares; 2025Q4: 15,163 shares; 2026Q1: 8,488 shares; 2026Q2: 7,508 shares 7,508 $104K 0.04% -980 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,125 shares; 2025Q3: 2,250 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,202 shares 1,202 $104K 0.04% +77 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,549 shares; 2026Q1: 6,549 shares; 2026Q2: 6,549 shares 6,549 $103K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 632 shares 632 $103K 0.04% +28 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15 shares; 2025Q1: 346 shares; 2025Q2: 46 shares; 2025Q3: 162 shares; 2025Q4: 624 shares; 2026Q1: 574 shares; 2026Q2: 404 shares 404 $103K 0.04% -170 Timeline PTIN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares; 2026Q2: 2,797 shares 2,797 $103K 0.04% +1,510 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 620 shares; 2025Q1: 592 shares; 2025Q2: 596 shares; 2025Q3: 2,152 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 694 shares 694 $101K 0.04% -201 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $99.9K 0.04% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 463 shares; 2026Q1: 447 shares; 2026Q2: 467 shares 467 $99.5K 0.04% +20 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 302 shares; 2025Q4: 315 shares; 2026Q1: 364 shares; 2026Q2: 423 shares 423 $98.6K 0.04% +59 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,650 shares; 2025Q1: 2,550 shares; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 953 shares 953 $97.6K 0.04% +3 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: not loaded; 2024Q4: 4,034 shares; 2025Q1: 3,255 shares; 2025Q2: 2,939 shares; 2025Q3: 1,364 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,272 shares 1,272 $97.4K 0.04% -59 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: not loaded; 2024Q4: 61 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 528 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 428 shares 428 $97.2K 0.04% +5 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $97K 0.04% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,054 shares; 2025Q1: 6,003 shares; 2025Q2: 5,878 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $96.7K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 292 shares; 2025Q3: 2,680 shares; 2025Q4: 1,901 shares; 2026Q1: 1,447 shares; 2026Q2: 1,709 shares 1,709 $96.3K 0.04% +262 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: 94 shares; 2025Q2: 166 shares; 2025Q3: 326 shares; 2025Q4: 438 shares; 2026Q1: 583 shares; 2026Q2: 668 shares 668 $95.6K 0.04% +85 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: not loaded; 2024Q4: 99 shares; 2025Q1: 473 shares; 2025Q2: 462 shares; 2025Q3: 530 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 650 shares 650 $95.2K 0.04% +44 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 946 shares 946 $94.9K 0.04% new Timeline FTMH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,987 shares; 2026Q1: 7,987 shares; 2026Q2: 7,987 shares 7,987 $94.9K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,650 shares; 2025Q1: 1,579 shares; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 7,078 shares; 2026Q1: 3,112 shares; 2026Q2: 4,960 shares 4,960 $94.8K 0.04% +1,848 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 loaded; 2024Q4: 298 shares; 2025Q1: 98 shares; 2025Q2: 119 shares; 2025Q3: 196 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $94.6K 0.04% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 1,108 shares; 2025Q4: 1,452 shares; 2026Q1: 1,558 shares; 2026Q2: 1,636 shares 1,636 $93.7K 0.04% +78 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,134 shares; 2025Q1: 12,428 shares; 2025Q2: not reported; 2025Q3: 26,320 shares; 2025Q4: 14,819 shares; 2026Q1: 15,677 shares; 2026Q2: 16,085 shares 16,085 $93.5K 0.04% +408 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,042 shares; 2025Q1: 1,798 shares; 2025Q2: 956 shares; 2025Q3: 52 shares; 2025Q4: 407 shares; 2026Q1: 482 shares; 2026Q2: 568 shares 568 $93.4K 0.04% +86 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: not loaded; 2024Q4: 17,602 shares; 2025Q1: 24,622 shares; 2025Q2: 26,785 shares; 2025Q3: 1,402 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares; 2026Q2: 1,365 shares 1,365 $92.8K 0.04% -74 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103 shares; 2025Q1: 20 shares; 2025Q2: 16 shares; 2025Q3: 46 shares; 2025Q4: 65 shares; 2026Q1: 245 shares; 2026Q2: 932 shares 932 $92.5K 0.04% +687 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,754 shares; 2025Q1: 1,632 shares; 2025Q2: 138 shares; 2025Q3: 1,664 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 856 shares 856 $92.4K 0.04% +24 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,110 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,356 shares; 2026Q2: 1,358 shares 1,358 $92.1K 0.04% +2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 556 shares; 2026Q1: 567 shares; 2026Q2: 586 shares 586 $91.8K 0.04% +19 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 3,086 shares; 2025Q4: 1,827 shares; 2026Q1: 1,836 shares; 2026Q2: 1,845 shares 1,845 $91.6K 0.04% +9 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: not loaded; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 212 shares; 2025Q3: 468 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 243 shares 243 $91.2K 0.04% +30 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,000 shares 1,000 $91.2K 0.04% -200 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,730 shares 1,730 $91.1K 0.04% new Timeline BUFZ 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 loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 3,250 shares 3,250 $90.8K 0.04% +1,500 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 119 shares; 2025Q2: 184 shares; 2025Q3: 2,316 shares; 2025Q4: 1,605 shares; 2026Q1: 1,161 shares; 2026Q2: 1,293 shares 1,293 $90.6K 0.04% +132 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,274 shares 4,274 $88.9K 0.04% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 80 shares; 2025Q3: 160 shares; 2025Q4: 1,125 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $88.3K 0.04% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 177 shares; 2025Q1: 215 shares; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $88.2K 0.04% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 896 shares; 2025Q4: 1,901 shares; 2026Q1: 2,527 shares; 2026Q2: 2,879 shares 2,879 $86.9K 0.04% +352 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 399 shares; 2025Q1: 454 shares; 2025Q2: 328 shares; 2025Q3: 552 shares; 2025Q4: 1,358 shares; 2026Q1: 1,359 shares; 2026Q2: 1,358 shares 1,358 $86.9K 0.04% -1 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,580 shares; 2025Q1: 37,580 shares; 2025Q2: 9,211 shares; 2025Q3: 23,120 shares; 2025Q4: 11,560 shares; 2026Q1: 8,330 shares; 2026Q2: 17,339 shares 17,339 $86.5K 0.04% +9,009 Timeline QMAR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,300 shares 2,300 $85.6K 0.03% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 734 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares; 2026Q2: 1,685 shares 1,685 $84.9K 0.03% +226 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,155 shares 2,155 $84.7K 0.03% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 105 shares; 2025Q3: 56 shares; 2025Q4: 1,000 shares; 2026Q1: 900 shares; 2026Q2: 858 shares 858 $84.6K 0.03% -42 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,128 shares; 2026Q1: 1,130 shares; 2026Q2: 1,132 shares 1,132 $84K 0.03% +2 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 500 shares; 2025Q4: 251 shares; 2026Q1: 250 shares; 2026Q2: 252 shares 252 $83.6K 0.03% +2 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,347 shares; 2025Q2: 1,264 shares; 2025Q3: 6,714 shares; 2025Q4: 2,253 shares; 2026Q1: 2,269 shares; 2026Q2: 2,275 shares 2,275 $83.6K 0.03% +6 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 332 shares; 2025Q4: 167 shares; 2026Q1: 1,432 shares; 2026Q2: 1,439 shares 1,439 $83K 0.03% +7 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 63 shares; 2025Q3: 202 shares; 2025Q4: 13 shares; 2026Q1: 12 shares; 2026Q2: 410 shares 410 $82.3K 0.03% +398 Timeline VNQ 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 loaded; 2024Q4: 1,891 shares; 2025Q1: 5,467 shares; 2025Q2: 584 shares; 2025Q3: 1,302 shares; 2025Q4: 1,021 shares; 2026Q1: 846 shares; 2026Q2: 852 shares 852 $82.2K 0.03% +6 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: not loaded; 2024Q4: 412 shares; 2025Q1: 400 shares; 2025Q2: 432 shares; 2025Q3: 26 shares; 2025Q4: 13 shares; 2026Q1: 627 shares; 2026Q2: 599 shares 599 $82K 0.03% -28 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 910 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $81.8K 0.03% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 347 shares; 2025Q1: 382 shares; 2025Q2: 787 shares; 2025Q3: 1,616 shares; 2025Q4: 932 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $81.7K 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 350 shares; 2025Q3: 1,190 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $80.9K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,114 shares; 2025Q1: 5,986 shares; 2025Q2: 6,511 shares; 2025Q3: 1,586 shares; 2025Q4: 770 shares; 2026Q1: 967 shares; 2026Q2: 1,684 shares 1,684 $80.7K 0.03% +717 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,576 shares; 2025Q1: 1,592 shares; 2025Q2: 1,675 shares; 2025Q3: 1,036 shares; 2025Q4: 737 shares; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $80.7K 0.03% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 2,356 shares; 2025Q4: 2,198 shares; 2026Q1: 3,281 shares; 2026Q2: 3,027 shares 3,027 $80.4K 0.03% -254 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 650 shares; 2025Q4: 1,162 shares; 2026Q1: 1,931 shares; 2026Q2: 2,145 shares 2,145 $79.4K 0.03% +214 Timeline SCHE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares; 2026Q2: 2,185 shares 2,185 $79.2K 0.03% +1,189 Timeline PSEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares; 2026Q2: 1,713 shares 1,713 $78.9K 0.03% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 6,376 shares; 2025Q4: 3,178 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471 $78.2K 0.03% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 863 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,363 shares; 2026Q1: 2,676 shares; 2026Q2: 2,689 shares 2,689 $78K 0.03% +13 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 171 shares; 2025Q3: 1,358 shares; 2025Q4: 1,029 shares; 2026Q1: 956 shares; 2026Q2: 961 shares 961 $78K 0.03% +5 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 542 shares; 2026Q2: 763 shares 763 $77.6K 0.03% +221 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 268 shares; 2025Q2: 266 shares; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 1,521 shares; 2026Q2: 1,664 shares 1,664 $77.4K 0.03% +143 Timeline 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,715 shares 1,715 $77.3K 0.03% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $76.5K 0.03% 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 loaded; 2024Q4: 1,312 shares; 2025Q1: 820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 764 shares; 2026Q1: 1,554 shares; 2026Q2: 2,744 shares 2,744 $76K 0.03% +1,190 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,799 shares; 2025Q1: 18,799 shares; 2025Q2: 4,874 shares; 2025Q3: 7,746 shares; 2025Q4: 3,873 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares 1,864 $75.9K 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 1,590 shares; 2026Q2: 1,594 shares 1,594 $75.8K 0.03% +4 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,030 shares; 2026Q1: 2,122 shares; 2026Q2: 2,139 shares 2,139 $75.7K 0.03% +17 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 loaded; 2024Q4: 5,509 shares; 2025Q1: 6,301 shares; 2025Q2: 7,142 shares; 2025Q3: 950 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares; 2026Q2: 1,779 shares 1,779 $75.3K 0.03% +378 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 510 shares; 2025Q2: 610 shares; 2025Q3: 46 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 474 shares 474 $75.2K 0.03% +47 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 545 shares; 2025Q1: 547 shares; 2025Q2: 549 shares; 2025Q3: 518 shares; 2025Q4: 259 shares; 2026Q1: 313 shares; 2026Q2: 1,449 shares 1,449 $74.6K 0.03% +1,136 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 loaded; 2024Q4: 188 shares; 2025Q1: 621 shares; 2025Q2: 641 shares; 2025Q3: 688 shares; 2025Q4: 302 shares; 2026Q1: 304 shares; 2026Q2: 311 shares 311 $74.3K 0.03% +7 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 730 shares; 2025Q4: 1,814 shares; 2026Q1: 1,264 shares; 2026Q2: 1,016 shares 1,016 $74K 0.03% -248 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,586 shares; 2025Q1: 1,595 shares; 2025Q2: 1,601 shares; 2025Q3: 3,635 shares; 2025Q4: 1,838 shares; 2026Q1: 1,442 shares; 2026Q2: 1,458 shares 1,458 $73.8K 0.03% +16 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 677 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 1,154 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $73.6K 0.03% 0 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,850 shares; 2025Q1: 4,550 shares; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $73.5K 0.03% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,855 shares; 2025Q1: 3,183 shares; 2025Q2: 1,843 shares; 2025Q3: 2,530 shares; 2025Q4: 3,108 shares; 2026Q1: 3,168 shares; 2026Q2: 2,744 shares 2,744 $73.2K 0.03% -424 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 loaded; 2024Q4: 536 shares; 2025Q1: 2,996 shares; 2025Q2: 3,080 shares; 2025Q3: 742 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 729 shares 729 $73.2K 0.03% +63 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 313 shares; 2025Q1: 352 shares; 2025Q2: 374 shares; 2025Q3: 824 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 522 shares 522 $73.1K 0.03% +195 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 loaded; 2024Q4: 633 shares; 2025Q1: 1,033 shares; 2025Q2: 100 shares; 2025Q3: 802 shares; 2025Q4: 801 shares; 2026Q1: 1,217 shares; 2026Q2: 1,756 shares 1,756 $72.6K 0.03% +539 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 432 shares; 2025Q4: 216 shares; 2026Q1: 217 shares; 2026Q2: 256 shares 256 $72.4K 0.03% +39 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 412 shares; 2025Q1: 312 shares; 2025Q2: 355 shares; 2025Q3: 1,826 shares; 2025Q4: 1,247 shares; 2026Q1: 632 shares; 2026Q2: 627 shares 627 $72K 0.03% -5 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,214 shares; 2025Q1: 4,249 shares; 2025Q2: 2,253 shares; 2025Q3: 1,600 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 914 shares 914 $70.9K 0.03% +114 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 323 shares; 2025Q2: 319 shares; 2025Q3: 366 shares; 2025Q4: 319 shares; 2026Q1: 321 shares; 2026Q2: 322 shares 322 $70.6K 0.03% +1 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 161 shares; 2026Q2: 113 shares 113 $70.5K 0.03% -48 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,939 shares; 2025Q1: 8,939 shares; 2025Q2: 8,939 shares; 2025Q3: 17,878 shares; 2025Q4: 8,939 shares; 2026Q1: 8,939 shares; 2026Q2: 8,939 shares 8,939 $70.4K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 50 shares; 2025Q3: 100 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 141 shares 141 $70K 0.03% +11 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,086 shares; 2025Q1: 38,286 shares; 2025Q2: not reported; 2025Q3: 16,800 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares; 2026Q2: 5,800 shares 5,800 $69.8K 0.03% -2,300 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares; 2026Q2: 1,512 shares 1,512 $69.8K 0.03% +18 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares; 2026Q1: 834 shares; 2026Q2: 786 shares 786 $69.6K 0.03% -48 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,436 shares; 2025Q1: 8,445 shares; 2025Q2: 1,850 shares; 2025Q3: 3,384 shares; 2025Q4: 1,692 shares; 2026Q1: 1,692 shares; 2026Q2: 1,692 shares 1,692 $69.5K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 440 shares; 2025Q1: 640 shares; 2025Q2: 300 shares; 2025Q3: 602 shares; 2025Q4: 307 shares; 2026Q1: 301 shares; 2026Q2: 307 shares 307 $68.4K 0.03% +6 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 815 shares; 2026Q2: 824 shares 824 $68.1K 0.03% +9 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 510 shares 510 $67.4K 0.03% +435 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,873 shares; 2025Q1: 1,984 shares; 2025Q2: 1,874 shares; 2025Q3: 996 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 465 shares 465 $67.1K 0.03% +1 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 1,563 shares; 2026Q1: 1,090 shares; 2026Q2: 1,070 shares 1,070 $67K 0.03% -20 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: not reported; 2025Q3: 7,992 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares; 2026Q2: 3,996 shares 3,996 $66.7K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 1,035 shares; 2025Q3: 1,644 shares; 2025Q4: 800 shares; 2026Q1: 810 shares; 2026Q2: 893 shares 893 $66.4K 0.03% +83 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $66.2K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 2,910 shares; 2025Q4: 1,814 shares; 2026Q1: 1,455 shares; 2026Q2: 1,467 shares 1,467 $66.2K 0.03% +12 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: not loaded; 2024Q4: 4,465 shares; 2025Q1: 4,234 shares; 2025Q2: 4,277 shares; 2025Q3: 810 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 698 shares 698 $65.9K 0.03% +6 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares 263 $65.6K 0.03% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $65.5K 0.03% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,085 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 600 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 135 shares 135 $65.2K 0.03% +35 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 374 shares; 2025Q1: 368 shares; 2025Q2: 801 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99 shares 99 $64.9K 0.03% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 877 shares 877 $64.9K 0.03% +2 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,481 shares; 2025Q1: 1,277 shares; 2025Q2: 1,233 shares; 2025Q3: 2,504 shares; 2025Q4: 988 shares; 2026Q1: 738 shares; 2026Q2: 764 shares 764 $64.6K 0.03% +26 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $64.4K 0.03% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 225 shares 225 $64.1K 0.03% +85 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,438 shares 1,438 $63.8K 0.03% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 34 shares; 2025Q3: 430 shares; 2025Q4: 885 shares; 2026Q1: 469 shares; 2026Q2: 581 shares 581 $63.7K 0.03% +112 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 152 shares; 2025Q3: 642 shares; 2025Q4: 616 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $63.3K 0.03% 0 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,750 shares; 2025Q1: 16,250 shares; 2025Q2: not reported; 2025Q3: 19,200 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $63.3K 0.03% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,100 shares; 2025Q1: 28,600 shares; 2025Q2: 4,200 shares; 2025Q3: 27,400 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares; 2026Q2: 13,700 shares 13,700 $63.2K 0.03% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,350 shares; 2025Q1: 8,243 shares; 2025Q2: 9,158 shares; 2025Q3: 640 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 1,231 shares 1,231 $61.8K 0.03% +623 Timeline FTEC 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 loaded; 2024Q4: 1,489 shares; 2025Q1: 1,491 shares; 2025Q2: 1,492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $61.7K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,120 shares; 2025Q1: 771 shares; 2025Q2: 849 shares; 2025Q3: 284 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 637 shares 637 $61.5K 0.03% +495 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 696 shares; 2026Q2: 724 shares 724 $61.2K 0.03% +28 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,905 shares; 2025Q1: 1,300 shares; 2025Q2: 201 shares; 2025Q3: 2,528 shares; 2025Q4: 1,271 shares; 2026Q1: 1,264 shares; 2026Q2: 1,229 shares 1,229 $61.2K 0.03% -35 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 181 shares; 2025Q2: 71 shares; 2025Q3: 143 shares; 2025Q4: 760 shares; 2026Q1: 637 shares; 2026Q2: 637 shares 637 $61.2K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 204 shares; 2025Q3: 922 shares; 2025Q4: 465 shares; 2026Q1: 405 shares; 2026Q2: 592 shares 592 $60.9K 0.02% +187 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $60.7K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 343 shares; 2025Q1: 367 shares; 2025Q2: 364 shares; 2025Q3: 660 shares; 2025Q4: 297 shares; 2026Q1: 299 shares; 2026Q2: 371 shares 371 $60.7K 0.02% +72 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 416 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $60.7K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 118 shares; 2025Q3: 354 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 132 shares 132 $60.6K 0.02% +7 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,620 shares; 2025Q1: 6,990 shares; 2025Q2: not reported; 2025Q3: 5,400 shares; 2025Q4: 3,200 shares; 2026Q1: 3,700 shares; 2026Q2: 3,460 shares 3,460 $60.4K 0.02% -240 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 1,454 shares; 2025Q4: 789 shares; 2026Q1: 772 shares; 2026Q2: 526 shares 526 $60K 0.02% -246 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 211 shares; 2025Q1: 506 shares; 2025Q2: 287 shares; 2025Q3: 792 shares; 2025Q4: 487 shares; 2026Q1: 266 shares; 2026Q2: 586 shares 586 $59.9K 0.02% +320 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $59.9K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 1,300 shares; 2025Q4: 1,808 shares; 2026Q1: 1,818 shares; 2026Q2: 1,619 shares 1,619 $59.8K 0.02% -199 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: not loaded; 2024Q4: 2,278 shares; 2025Q1: 1,662 shares; 2025Q2: 1,684 shares; 2025Q3: 1,174 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,140 shares 1,140 $59.7K 0.02% -61 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,602 shares; 2025Q1: 2,792 shares; 2025Q2: 2,632 shares; 2025Q3: 3,514 shares; 2025Q4: 1,783 shares; 2026Q1: 2,057 shares; 2026Q2: 2,569 shares 2,569 $59.5K 0.02% +512 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 437 shares 437 $59.2K 0.02% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 1,170 shares; 2025Q2: 70 shares; 2025Q3: 410 shares; 2025Q4: 1,054 shares; 2026Q1: 1,154 shares; 2026Q2: 1,100 shares 1,100 $58.6K 0.02% -54 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $58.6K 0.02% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 105 shares; 2026Q1: 614 shares; 2026Q2: 2,135 shares 2,135 $58.4K 0.02% +1,521 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares; 2026Q2: 936 shares 936 $58.2K 0.02% +6 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $58.1K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 251 shares; 2025Q3: 650 shares; 2025Q4: 285 shares; 2026Q1: 200 shares; 2026Q2: 204 shares 204 $57.3K 0.02% +4 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,616 shares; 2025Q1: 3,912 shares; 2025Q2: 249 shares; 2025Q3: 3,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,096 shares; 2026Q2: 2,091 shares 2,091 $57.2K 0.02% -5 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79 shares; 2025Q1: 80 shares; 2025Q2: 143 shares; 2025Q3: 672 shares; 2025Q4: 317 shares; 2026Q1: 282 shares; 2026Q2: 1,181 shares 1,181 $57.2K 0.02% +899 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,742 shares; 2025Q1: 21,804 shares; 2025Q2: 1,103 shares; 2025Q3: 263 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 307 shares 307 $56.9K 0.02% +12 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,300 shares; 2025Q1: 5,850 shares; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 2,550 shares 2,550 $56.2K 0.02% -1,000 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $56.1K 0.02% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 712 shares; 2025Q3: 1,435 shares; 2025Q4: 724 shares; 2026Q1: 729 shares; 2026Q2: 805 shares 805 $55.7K 0.02% +76 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 81 shares; 2025Q3: 894 shares; 2025Q4: 294 shares; 2026Q1: 295 shares; 2026Q2: 379 shares 379 $55.2K 0.02% +84 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 4,246 shares; 2026Q1: 4,246 shares; 2026Q2: 4,246 shares 4,246 $55K 0.02% 0 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,548 shares; 2025Q1: 1,385 shares; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 183 shares; 2026Q1: 603 shares; 2026Q2: 604 shares 604 $54.7K 0.02% +1 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: not loaded; 2024Q4: 1,255 shares; 2025Q1: 2,175 shares; 2025Q2: 2,090 shares; 2025Q3: 1,592 shares; 2025Q4: 864 shares; 2026Q1: 472 shares; 2026Q2: 463 shares 463 $54.3K 0.02% -9 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 344 shares; 2026Q1: 1,064 shares; 2026Q2: 1,060 shares 1,060 $54.3K 0.02% -4 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,438 shares; 2025Q1: 484 shares; 2025Q2: 126 shares; 2025Q3: 862 shares; 2025Q4: 938 shares; 2026Q1: 939 shares; 2026Q2: 940 shares 940 $54.2K 0.02% +1 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,602 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 15,204 shares; 2025Q4: 7,602 shares; 2026Q1: 7,602 shares; 2026Q2: 7,602 shares 7,602 $54.2K 0.02% 0 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 8,620 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares; 2026Q2: 4,310 shares 4,310 $53.8K 0.02% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $53.3K 0.02% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 223 shares 223 $53.1K 0.02% +19 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,550 shares; 2025Q1: 3,600 shares; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $53.1K 0.02% 0 Timeline HYMB 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 loaded; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,082 shares 2,082 $53K 0.02% new 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: not loaded; 2024Q4: 2,989 shares; 2025Q1: 3,042 shares; 2025Q2: 2,790 shares; 2025Q3: 457 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 334 shares 334 $52.9K 0.02% +1 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 626 shares; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $52.6K 0.02% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,459 shares; 2025Q1: 9,016 shares; 2025Q2: 9,016 shares; 2025Q3: 18,032 shares; 2025Q4: 9,016 shares; 2026Q1: 6,668 shares; 2026Q2: 6,668 shares 6,668 $52.5K 0.02% 0 Timeline PWZ 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 loaded; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 2,998 shares; 2025Q4: 2,103 shares; 2026Q1: 2,124 shares; 2026Q2: 2,144 shares 2,144 $52.5K 0.02% +20 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 686 shares; 2025Q4: 541 shares; 2026Q1: 550 shares; 2026Q2: 628 shares 628 $52.5K 0.02% +78 Timeline TAN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $52.3K 0.02% new Timeline ICOW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares 1,255 $52.2K 0.02% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 4,064 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares; 2026Q2: 5,825 shares 5,825 $52.1K 0.02% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 344 shares; 2026Q2: 465 shares 465 $52K 0.02% +121 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,061 shares; 2025Q3: 2,122 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares; 2026Q2: 1,061 shares 1,061 $51.8K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 801 shares; 2025Q2: 136 shares; 2025Q3: 4 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 609 shares 609 $51.6K 0.02% +10 Timeline BRTR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,004 shares; 2026Q1: 1,011 shares; 2026Q2: 1,022 shares 1,022 $51.4K 0.02% +11 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 402 shares; 2025Q4: 219 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $51.4K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,135 shares; 2025Q1: 975 shares; 2025Q2: 901 shares; 2025Q3: 30 shares; 2025Q4: 205 shares; 2026Q1: 206 shares; 2026Q2: 227 shares 227 $50.9K 0.02% +21 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 274 shares; 2025Q2: 164 shares; 2025Q3: 380 shares; 2025Q4: 206 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $50.8K 0.02% 0 Timeline