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: 3,744 shares; 2024Q4: 37,670 shares; 2025Q1: 41,658 shares; 2025Q2: 118,967 shares; 2025Q3: 187,690 shares; 2025Q4: 223,827 shares; 2026Q1: 440,487 shares; 2026Q2: 577,339 shares 577,339 $50.7M 7.82% +136,852 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,249 shares; 2025Q3: 138,933 shares; 2025Q4: 235,917 shares; 2026Q1: 256,235 shares; 2026Q2: 227,158 shares 227,158 $29M 4.47% -29,077 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: 42,702 shares; 2024Q4: 56,452 shares; 2025Q1: 52,533 shares; 2025Q2: 435,112 shares; 2025Q3: 98,279 shares; 2025Q4: 98,969 shares; 2026Q1: 95,493 shares; 2026Q2: 91,098 shares 91,098 $27.6M 4.25% -4,395 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,897 shares; 2024Q4: 614,658 shares; 2025Q1: 669,424 shares; 2025Q2: 749,449 shares; 2025Q3: 810,952 shares; 2025Q4: 848,897 shares; 2026Q1: 877,990 shares; 2026Q2: 889,541 shares 889,541 $26.2M 4.03% +11,551 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,393 shares 32,393 $23.9M 3.68% new 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: 307,837 shares; 2024Q4: 868,051 shares; 2025Q1: 736,879 shares; 2025Q2: 741,315 shares; 2025Q3: 659,215 shares; 2025Q4: 671,752 shares; 2026Q1: 661,795 shares; 2026Q2: 685,427 shares 685,427 $21.7M 3.35% +23,632 Timeline SCHZ 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: 128,546 shares; 2024Q4: 624,193 shares; 2025Q1: 677,416 shares; 2025Q2: 759,597 shares; 2025Q3: 839,803 shares; 2025Q4: 882,937 shares; 2026Q1: 922,027 shares; 2026Q2: 933,117 shares 933,117 $21.6M 3.33% +11,090 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,945 shares; 2024Q4: 145,316 shares; 2025Q1: 126,469 shares; 2025Q2: 136,777 shares; 2025Q3: 131,992 shares; 2025Q4: 136,881 shares; 2026Q1: 139,941 shares; 2026Q2: 146,999 shares 146,999 $20.1M 3.09% +7,058 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: 145,372 shares; 2024Q4: 223,056 shares; 2025Q1: 322,888 shares; 2025Q2: 243,347 shares; 2025Q3: 261,827 shares; 2025Q4: 280,830 shares; 2026Q1: 304,707 shares; 2026Q2: 278,220 shares 278,220 $19.8M 3.05% -26,487 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: 122,492 shares; 2024Q4: 512,335 shares; 2025Q1: 556,517 shares; 2025Q2: 597,633 shares; 2025Q3: 642,518 shares; 2025Q4: 681,798 shares; 2026Q1: 690,140 shares; 2026Q2: 699,506 shares 699,506 $19.4M 2.99% +9,366 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,252 shares; 2024Q4: 390,351 shares; 2025Q1: 425,203 shares; 2025Q2: 476,707 shares; 2025Q3: 524,916 shares; 2025Q4: 552,591 shares; 2026Q1: 563,449 shares; 2026Q2: 569,600 shares 569,600 $17.7M 2.73% +6,151 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: 90,693 shares; 2024Q4: 87,142 shares; 2025Q1: 81,220 shares; 2025Q2: 92,727 shares; 2025Q3: 89,038 shares; 2025Q4: 94,195 shares; 2026Q1: 97,919 shares; 2026Q2: 104,832 shares 104,832 $16.6M 2.55% +6,913 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: 112,375 shares; 2024Q4: 113,443 shares; 2025Q1: 97,221 shares; 2025Q2: 126,183 shares; 2025Q3: 118,449 shares; 2025Q4: 122,901 shares; 2026Q1: 127,927 shares; 2026Q2: 135,186 shares 135,186 $16.1M 2.48% +7,259 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,418 shares; 2024Q4: 45,004 shares; 2025Q1: 44,450 shares; 2025Q2: 45,020 shares; 2025Q3: 45,187 shares; 2025Q4: 47,942 shares; 2026Q1: 50,576 shares; 2026Q2: 54,215 shares 54,215 $15.8M 2.43% +3,639 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: 38,378 shares; 2024Q4: 302,151 shares; 2025Q1: 329,477 shares; 2025Q2: 368,734 shares; 2025Q3: 391,603 shares; 2025Q4: 408,745 shares; 2026Q1: 425,210 shares; 2026Q2: 432,563 shares 432,563 $14.6M 2.26% +7,353 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: 22,013 shares; 2024Q4: 25,474 shares; 2025Q1: 31,928 shares; 2025Q2: 58,778 shares; 2025Q3: 83,358 shares; 2025Q4: 56,549 shares; 2026Q1: 91,468 shares; 2026Q2: 139,076 shares 139,076 $13.8M 2.12% +47,608 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: 104,838 shares; 2024Q4: 107,133 shares; 2025Q1: 96,226 shares; 2025Q2: 93,907 shares; 2025Q3: 73,145 shares; 2025Q4: 73,905 shares; 2026Q1: 73,631 shares; 2026Q2: 75,839 shares 75,839 $11.2M 1.73% +2,208 Timeline GTO 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: 68,479 shares; 2024Q4: 84,145 shares; 2025Q1: 102,436 shares; 2025Q2: 127,926 shares; 2025Q3: 158,661 shares; 2025Q4: 119,622 shares; 2026Q1: 153,183 shares; 2026Q2: 233,199 shares 233,199 $10.9M 1.68% +80,016 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: 143,097 shares; 2024Q4: 154,349 shares; 2025Q1: 146,388 shares; 2025Q2: 169,351 shares; 2025Q3: 141,847 shares; 2025Q4: 185,041 shares; 2026Q1: 173,529 shares; 2026Q2: 139,849 shares 139,849 $10.8M 1.66% -33,680 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,845 shares; 2024Q4: 153,404 shares; 2025Q1: 166,129 shares; 2025Q2: 178,180 shares; 2025Q3: 190,431 shares; 2025Q4: 201,114 shares; 2026Q1: 202,410 shares; 2026Q2: 203,871 shares 203,871 $10.8M 1.66% +1,461 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,565 shares; 2024Q4: 26,413 shares; 2025Q1: 26,663 shares; 2025Q2: 26,897 shares; 2025Q3: 49,755 shares; 2025Q4: 41,244 shares; 2026Q1: 174,110 shares; 2026Q2: 195,826 shares 195,826 $10M 1.55% +21,716 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,431 shares; 2025Q2: 34,444 shares; 2025Q3: 54,833 shares; 2025Q4: 71,982 shares; 2026Q1: 94,582 shares; 2026Q2: 106,841 shares 106,841 $9.85M 1.52% +12,259 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 76,387 shares; 2025Q4: 107,842 shares; 2026Q1: 151,261 shares; 2026Q2: 179,678 shares 179,678 $9.11M 1.4% +28,417 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,441 shares 100,441 $9.05M 1.39% new Timeline INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,877 shares; 2026Q2: 309,203 shares 309,203 $8.39M 1.29% +205,326 OMFL 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: 142,898 shares; 2024Q4: 226,430 shares; 2025Q1: 265,140 shares; 2025Q2: 153,146 shares; 2025Q3: 122,068 shares; 2025Q4: 129,044 shares; 2026Q1: 109,695 shares; 2026Q2: 113,000 shares 113,000 $7.75M 1.19% +3,305 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,916 shares; 2024Q4: 113,237 shares; 2025Q1: 124,338 shares; 2025Q2: 140,939 shares; 2025Q3: 156,115 shares; 2025Q4: 164,467 shares; 2026Q1: 166,586 shares; 2026Q2: 167,546 shares 167,546 $6.05M 0.93% +960 Timeline SCHH 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: 85,151 shares; 2024Q4: 182,457 shares; 2025Q1: 199,919 shares; 2025Q2: 224,992 shares; 2025Q3: 230,067 shares; 2025Q4: 242,349 shares; 2026Q1: 248,316 shares; 2026Q2: 252,804 shares 252,804 $5.99M 0.92% +4,488 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,535 shares; 2024Q4: 53,885 shares; 2025Q1: 58,164 shares; 2025Q2: 88,965 shares; 2025Q3: 110,618 shares; 2025Q4: 118,702 shares; 2026Q1: 119,066 shares; 2026Q2: 123,208 shares 123,208 $5.93M 0.91% +4,142 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: 16,654 shares; 2024Q4: 23,853 shares; 2025Q1: 25,750 shares; 2025Q2: 35,207 shares; 2025Q3: 85,738 shares; 2025Q4: 90,565 shares; 2026Q1: 91,392 shares; 2026Q2: 95,438 shares 95,438 $5.39M 0.83% +4,046 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,320 shares; 2025Q3: 77,930 shares; 2025Q4: 94,131 shares; 2026Q1: 97,002 shares; 2026Q2: 51,519 shares 51,519 $4.98M 0.77% -45,483 Timeline IMFL 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: 146,698 shares; 2024Q4: 180,627 shares; 2025Q1: 218,005 shares; 2025Q2: 168,394 shares; 2025Q3: 135,325 shares; 2025Q4: 142,533 shares; 2026Q1: 124,979 shares; 2026Q2: 134,451 shares 134,451 $4.62M 0.71% +9,472 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,083 shares; 2024Q4: 276,058 shares; 2025Q1: 260,888 shares; 2025Q2: 227,981 shares; 2025Q3: 185,041 shares; 2025Q4: 178,918 shares; 2026Q1: 171,094 shares; 2026Q2: 168,821 shares 168,821 $4.6M 0.71% -2,273 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: 43,342 shares; 2024Q4: 84,914 shares; 2025Q1: 92,684 shares; 2025Q2: 99,855 shares; 2025Q3: 110,340 shares; 2025Q4: 117,892 shares; 2026Q1: 119,799 shares; 2026Q2: 121,251 shares 121,251 $4.4M 0.68% +1,452 Timeline XLG 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: 232,391 shares; 2024Q4: 229,661 shares; 2025Q1: 237,811 shares; 2025Q2: 200,122 shares; 2025Q3: 163,390 shares; 2025Q4: 163,586 shares; 2026Q1: 73,156 shares; 2026Q2: 71,036 shares 71,036 $4.35M 0.67% -2,120 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: 199,553 shares; 2024Q4: 169,002 shares; 2025Q1: 125,114 shares; 2025Q2: 124,112 shares; 2025Q3: 83,542 shares; 2025Q4: 78,459 shares; 2026Q1: 75,087 shares; 2026Q2: 75,993 shares 75,993 $4.07M 0.63% +906 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: 5,669 shares; 2024Q4: 12,962 shares; 2025Q1: 47,522 shares; 2025Q2: 56,085 shares; 2025Q3: 65,028 shares; 2025Q4: 72,892 shares; 2026Q1: 83,555 shares; 2026Q2: 84,343 shares 84,343 $4.06M 0.63% +788 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: 102,622 shares; 2024Q4: 74,822 shares; 2025Q1: 61,641 shares; 2025Q2: 55,405 shares; 2025Q3: 47,452 shares; 2025Q4: 49,312 shares; 2026Q1: 49,079 shares; 2026Q2: 49,146 shares 49,146 $3.98M 0.61% +67 Timeline FIRST TR EXCH TRADED FD III FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202,059 shares; 2026Q2: 210,538 shares 210,538 $3.76M 0.58% +8,479 ICLO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,194 shares; 2025Q3: 116,486 shares; 2025Q4: 126,439 shares; 2026Q1: 127,462 shares; 2026Q2: 135,739 shares 135,739 $3.47M 0.53% +8,277 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: 77,568 shares; 2024Q4: 67,187 shares; 2025Q1: 55,941 shares; 2025Q2: 36,431 shares; 2025Q3: 29,906 shares; 2025Q4: 27,711 shares; 2026Q1: 25,906 shares; 2026Q2: 24,560 shares 24,560 $3.38M 0.52% -1,346 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,401 shares; 2024Q4: 57,973 shares; 2025Q1: 63,793 shares; 2025Q2: 71,935 shares; 2025Q3: 79,496 shares; 2025Q4: 84,632 shares; 2026Q1: 86,235 shares; 2026Q2: 87,059 shares 87,059 $3.31M 0.51% +824 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,751 shares; 2025Q1: 31,524 shares; 2025Q2: 36,827 shares; 2025Q3: 41,802 shares; 2025Q4: 43,298 shares; 2026Q1: 47,831 shares; 2026Q2: 42,774 shares 42,774 $3.16M 0.49% -5,057 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: 23,943 shares; 2024Q4: 93,137 shares; 2025Q1: 96,955 shares; 2025Q2: 102,042 shares; 2025Q3: 112,038 shares; 2025Q4: 111,292 shares; 2026Q1: 117,799 shares; 2026Q2: 117,630 shares 117,630 $2.84M 0.44% -169 Timeline FNDE 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: 24,798 shares; 2024Q4: 50,188 shares; 2025Q1: 54,486 shares; 2025Q2: 60,088 shares; 2025Q3: 64,929 shares; 2025Q4: 69,363 shares; 2026Q1: 70,250 shares; 2026Q2: 71,354 shares 71,354 $2.83M 0.44% +1,104 Timeline HUSV 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: 5,284 shares; 2024Q4: 13,602 shares; 2025Q1: 52,252 shares; 2025Q2: 59,099 shares; 2025Q3: 67,431 shares; 2025Q4: 70,135 shares; 2026Q1: 79,465 shares; 2026Q2: 71,103 shares 71,103 $2.79M 0.43% -8,362 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares; 2025Q4: 15,230 shares; 2026Q1: 56,599 shares; 2026Q2: 68,255 shares 68,255 $2.59M 0.4% +11,656 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,581 shares; 2024Q4: 7,548 shares; 2025Q1: 7,305 shares; 2025Q2: 7,459 shares; 2025Q3: 7,627 shares; 2025Q4: 7,747 shares; 2026Q1: 8,827 shares; 2026Q2: 8,807 shares 8,807 $2.55M 0.39% -20 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,783 shares; 2025Q3: 18,871 shares; 2025Q4: 28,304 shares; 2026Q1: 18,072 shares; 2026Q2: 18,696 shares 18,696 $2.43M 0.37% +624 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: 18,871 shares; 2024Q4: 19,314 shares; 2025Q1: 20,340 shares; 2025Q2: 20,139 shares; 2025Q3: 20,006 shares; 2025Q4: 22,257 shares; 2026Q1: 21,835 shares; 2026Q2: 23,623 shares 23,623 $2.42M 0.37% +1,788 Timeline PHDG 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: 313,916 shares; 2024Q4: 264,930 shares; 2025Q1: 239,282 shares; 2025Q2: 214,233 shares; 2025Q3: 103,841 shares; 2025Q4: 84,979 shares; 2026Q1: 63,702 shares; 2026Q2: 58,853 shares 58,853 $2.41M 0.37% -4,849 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,689 shares; 2024Q4: 24,786 shares; 2025Q1: 30,048 shares; 2025Q2: 24,162 shares; 2025Q3: 19,314 shares; 2025Q4: 20,955 shares; 2026Q1: 28,071 shares; 2026Q2: 29,154 shares 29,154 $2.27M 0.35% +1,083 Timeline BKLN 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: 37,683 shares; 2024Q4: 66,783 shares; 2025Q1: 74,378 shares; 2025Q2: 83,956 shares; 2025Q3: 111,217 shares; 2025Q4: 198,526 shares; 2026Q1: 177,183 shares; 2026Q2: 110,936 shares 110,936 $2.26M 0.35% -66,247 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: 123,595 shares; 2024Q4: 89,519 shares; 2025Q1: 77,439 shares; 2025Q2: 68,760 shares; 2025Q3: 58,289 shares; 2025Q4: 52,559 shares; 2026Q1: 48,812 shares; 2026Q2: 44,806 shares 44,806 $2.25M 0.35% -4,006 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,060 shares; 2025Q3: 202,625 shares; 2025Q4: 296,950 shares; 2026Q1: 208,514 shares; 2026Q2: 118,382 shares 118,382 $2.17M 0.33% -90,132 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,387 shares; 2024Q4: 120,525 shares; 2025Q1: 96,333 shares; 2025Q2: 83,293 shares; 2025Q3: 64,200 shares; 2025Q4: 58,173 shares; 2026Q1: 53,867 shares; 2026Q2: 50,638 shares 50,638 $2.16M 0.33% -3,229 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: 35,842 shares; 2024Q4: 31,264 shares; 2025Q1: 24,697 shares; 2025Q2: 23,880 shares; 2025Q3: 21,063 shares; 2025Q4: 42,608 shares; 2026Q1: 39,181 shares; 2026Q2: 40,724 shares 40,724 $2.16M 0.33% +1,543 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,626 shares; 2025Q3: 55,952 shares; 2025Q4: 61,825 shares; 2026Q1: 63,594 shares; 2026Q2: 25,674 shares 25,674 $2.13M 0.33% -37,920 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: 4,764 shares; 2024Q4: 3,685 shares; 2025Q1: 2,930 shares; 2025Q2: 2,726 shares; 2025Q3: 2,527 shares; 2025Q4: 2,394 shares; 2026Q1: 2,398 shares; 2026Q2: 2,840 shares 2,840 $2.12M 0.33% +442 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,696 shares; 2025Q1: 37,440 shares; 2025Q2: 43,123 shares; 2025Q3: 50,479 shares; 2025Q4: 53,786 shares; 2026Q1: 63,387 shares; 2026Q2: 56,515 shares 56,515 $2.06M 0.32% -6,872 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,078 shares; 2026Q2: 40,923 shares 40,923 $2.06M 0.32% +7,845 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,598 shares; 2026Q2: 40,614 shares 40,614 $2.04M 0.31% +8,016 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,968 shares; 2025Q3: 19,787 shares; 2025Q4: 27,447 shares; 2026Q1: 33,941 shares; 2026Q2: 38,422 shares 38,422 $2.04M 0.31% +4,481 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 2,016 shares; 2025Q1: 2,030 shares; 2025Q2: 2,112 shares; 2025Q3: 2,557 shares; 2025Q4: 2,581 shares; 2026Q1: 2,394 shares; 2026Q2: 2,832 shares 2,832 $1.95M 0.3% +438 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,574 shares; 2026Q2: 38,251 shares 38,251 $1.93M 0.3% +11,677 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: 34,424 shares; 2024Q4: 30,609 shares; 2025Q1: 25,908 shares; 2025Q2: 20,222 shares; 2025Q3: 14,540 shares; 2025Q4: 12,764 shares; 2026Q1: 11,780 shares; 2026Q2: 11,804 shares 11,804 $1.87M 0.29% +24 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,634 shares; 2024Q4: 19,737 shares; 2025Q1: 21,249 shares; 2025Q2: 37,381 shares; 2025Q3: 33,156 shares; 2025Q4: 11,738 shares; 2026Q1: 57,280 shares; 2026Q2: 34,517 shares 34,517 $1.75M 0.27% -22,763 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: 6,944 shares; 2024Q4: 7,062 shares; 2025Q1: 7,255 shares; 2025Q2: 7,460 shares; 2025Q3: 9,049 shares; 2025Q4: 9,120 shares; 2026Q1: 8,059 shares; 2026Q2: 8,569 shares 8,569 $1.71M 0.26% +510 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,871 shares; 2024Q4: 37,977 shares; 2025Q1: 33,248 shares; 2025Q2: 23,949 shares; 2025Q3: 20,453 shares; 2025Q4: 18,303 shares; 2026Q1: 16,405 shares; 2026Q2: 15,409 shares 15,409 $1.7M 0.26% -996 Timeline FNDC 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: 10,806 shares; 2024Q4: 22,913 shares; 2025Q1: 25,261 shares; 2025Q2: 27,452 shares; 2025Q3: 30,140 shares; 2025Q4: 32,885 shares; 2026Q1: 32,843 shares; 2026Q2: 33,574 shares 33,574 $1.63M 0.25% +731 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: 31,791 shares; 2024Q4: 32,826 shares; 2025Q1: 25,216 shares; 2025Q2: 24,079 shares; 2025Q3: 10,967 shares; 2025Q4: 9,448 shares; 2026Q1: 7,260 shares; 2026Q2: 6,674 shares 6,674 $1.58M 0.24% -586 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,213 shares; 2024Q4: 34,205 shares; 2025Q1: 29,573 shares; 2025Q2: 27,175 shares; 2025Q3: 20,542 shares; 2025Q4: 39,401 shares; 2026Q1: 34,235 shares; 2026Q2: 34,720 shares 34,720 $1.57M 0.24% +485 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,182 shares; 2025Q1: 28,670 shares; 2025Q2: 31,196 shares; 2025Q3: 31,250 shares; 2025Q4: 30,353 shares; 2026Q1: 29,458 shares; 2026Q2: 28,721 shares 28,721 $1.42M 0.22% -737 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,229 shares; 2024Q4: 57,115 shares; 2025Q1: 59,587 shares; 2025Q2: 37,217 shares; 2025Q3: 27,631 shares; 2025Q4: 30,841 shares; 2026Q1: 31,486 shares; 2026Q2: 33,725 shares 33,725 $1.38M 0.21% +2,239 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,632 shares; 2025Q3: 25,678 shares; 2025Q4: 34,291 shares; 2026Q1: 48,645 shares; 2026Q2: 64,284 shares 64,284 $1.34M 0.21% +15,639 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 4,068 shares; 2025Q4: 7,600 shares; 2026Q1: 8,263 shares; 2026Q2: 11,124 shares 11,124 $1.28M 0.2% +2,861 Timeline FTSL 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: 72,660 shares; 2024Q4: 52,220 shares; 2025Q1: 46,670 shares; 2025Q2: 42,568 shares; 2025Q3: 36,227 shares; 2025Q4: 31,223 shares; 2026Q1: 28,969 shares; 2026Q2: 28,410 shares 28,410 $1.27M 0.2% -559 Timeline FPXI 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: 54,402 shares; 2024Q4: 40,789 shares; 2025Q1: 31,958 shares; 2025Q2: 25,785 shares; 2025Q3: 18,242 shares; 2025Q4: 16,688 shares; 2026Q1: 15,494 shares; 2026Q2: 14,756 shares 14,756 $1.24M 0.19% -738 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,251 shares; 2025Q3: 26,251 shares; 2025Q4: 26,440 shares; 2026Q1: 33,640 shares; 2026Q2: 41,864 shares 41,864 $1.23M 0.19% +8,224 Timeline VSS 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: 11,413 shares; 2024Q4: 14,175 shares; 2025Q1: 17,030 shares; 2025Q2: 13,660 shares; 2025Q3: 10,962 shares; 2025Q4: 11,656 shares; 2026Q1: 6,925 shares; 2026Q2: 7,587 shares 7,587 $1.17M 0.18% +662 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341 shares; 2024Q4: 2,666 shares; 2025Q1: 3,455 shares; 2025Q2: 1,676 shares; 2025Q3: 1,558 shares; 2025Q4: 1,850 shares; 2026Q1: 1,500 shares; 2026Q2: 1,463 shares 1,463 $1.1M 0.17% -37 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,896 shares; 2025Q1: 4,596 shares; 2025Q2: 8,327 shares; 2025Q3: 9,803 shares; 2025Q4: 11,599 shares; 2026Q1: 12,763 shares; 2026Q2: 14,762 shares 14,762 $1.09M 0.17% +1,999 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: 3,491 shares; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,520 shares; 2025Q3: 4,219 shares; 2025Q4: 4,235 shares; 2026Q1: 4,255 shares; 2026Q2: 4,437 shares 4,437 $1.06M 0.16% +182 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,644 shares; 2024Q4: 14,852 shares; 2025Q1: 10,853 shares; 2025Q2: 9,075 shares; 2025Q3: 6,791 shares; 2025Q4: 6,295 shares; 2026Q1: 5,955 shares; 2026Q2: 5,586 shares 5,586 $1.03M 0.16% -369 Timeline XSVM 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: 45,568 shares; 2024Q4: 34,260 shares; 2025Q1: 26,860 shares; 2025Q2: 23,861 shares; 2025Q3: 17,395 shares; 2025Q4: 16,145 shares; 2026Q1: 15,135 shares; 2026Q2: 14,249 shares 14,249 $992K 0.15% -886 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,612 shares; 2026Q2: 10,103 shares 10,103 $975K 0.15% -26,509 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: 12,654 shares; 2024Q4: 16,812 shares; 2025Q1: 16,946 shares; 2025Q2: 17,827 shares; 2025Q3: 17,809 shares; 2025Q4: 17,070 shares; 2026Q1: 14,778 shares; 2026Q2: 15,680 shares 15,680 $964K 0.15% +902 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,425 shares; 2024Q4: 18,331 shares; 2025Q1: 15,655 shares; 2025Q2: 16,969 shares; 2025Q3: 9,059 shares; 2025Q4: 7,848 shares; 2026Q1: 11,043 shares; 2026Q2: 11,453 shares 11,453 $951K 0.15% +410 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: 5,486 shares; 2024Q4: 5,242 shares; 2025Q1: 4,287 shares; 2025Q2: 2,811 shares; 2025Q3: 2,511 shares; 2025Q4: 2,353 shares; 2026Q1: 2,023 shares; 2026Q2: 1,810 shares 1,810 $946K 0.15% -213 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: 18,161 shares; 2024Q4: 19,267 shares; 2025Q1: 19,570 shares; 2025Q2: 22,900 shares; 2025Q3: 23,938 shares; 2025Q4: 24,639 shares; 2026Q1: 25,008 shares; 2026Q2: 25,359 shares 25,359 $932K 0.14% +351 Timeline CGCP 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: 26,454 shares; 2024Q4: 35,434 shares; 2025Q1: 62,102 shares; 2025Q2: 37,548 shares; 2025Q3: 38,089 shares; 2025Q4: 35,763 shares; 2026Q1: 38,711 shares; 2026Q2: 40,932 shares 40,932 $912K 0.14% +2,221 Timeline FDLO 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: 30,127 shares; 2024Q4: 34,523 shares; 2025Q1: 31,972 shares; 2025Q2: 21,830 shares; 2025Q3: 17,738 shares; 2025Q4: 16,051 shares; 2026Q1: 14,232 shares; 2026Q2: 13,278 shares 13,278 $907K 0.14% -954 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,646 shares; 2025Q4: 11,730 shares; 2026Q1: 10,482 shares; 2026Q2: 20,066 shares 20,066 $871K 0.13% +9,584 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,499 shares; 2025Q1: 11,126 shares; 2025Q2: 10,609 shares; 2025Q3: 18,697 shares; 2025Q4: 17,366 shares; 2026Q1: 25,655 shares; 2026Q2: 33,610 shares 33,610 $868K 0.13% +7,955 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: 30,918 shares; 2024Q4: 34,429 shares; 2025Q1: 34,980 shares; 2025Q2: 41,204 shares; 2025Q3: 41,689 shares; 2025Q4: 43,731 shares; 2026Q1: 44,496 shares; 2026Q2: 45,234 shares 45,234 $865K 0.13% +738 Timeline BIV 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: 9,494 shares; 2024Q4: 20,791 shares; 2025Q1: 22,799 shares; 2025Q2: 22,340 shares; 2025Q3: 13,651 shares; 2025Q4: 10,524 shares; 2026Q1: 9,641 shares; 2026Q2: 11,112 shares 11,112 $852K 0.13% +1,471 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: 705 shares; 2024Q4: 653 shares; 2025Q1: 584 shares; 2025Q2: 1,084 shares; 2025Q3: 1,373 shares; 2025Q4: 1,402 shares; 2026Q1: 1,682 shares; 2026Q2: 2,087 shares 2,087 $778K 0.12% +405 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,639 shares; 2025Q4: 26,861 shares; 2026Q1: 29,045 shares; 2026Q2: 29,242 shares 29,242 $766K 0.12% +197 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 37,187 shares; 2025Q1: 37,997 shares; 2025Q2: 27,858 shares; 2025Q3: 30,066 shares; 2025Q4: 28,260 shares; 2026Q1: 29,200 shares; 2026Q2: 28,878 shares 28,878 $765K 0.12% -322 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,281 shares; 2025Q4: 14,999 shares; 2026Q1: 11,994 shares; 2026Q2: 19,841 shares 19,841 $734K 0.11% +7,847 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: 4,203 shares; 2024Q4: 4,580 shares; 2025Q1: 4,923 shares; 2025Q2: 2,855 shares; 2025Q3: 2,680 shares; 2025Q4: 2,809 shares; 2026Q1: 2,913 shares; 2026Q2: 3,268 shares 3,268 $712K 0.11% +355 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: 5,573 shares; 2026Q1: 4,513 shares; 2026Q2: 7,208 shares 7,208 $698K 0.11% +2,695 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,529 shares; 2024Q4: 47,250 shares; 2025Q1: 34,294 shares; 2025Q2: 26,852 shares; 2025Q3: 20,172 shares; 2025Q4: 16,217 shares; 2026Q1: 15,727 shares; 2026Q2: 15,376 shares 15,376 $677K 0.1% -351 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: 26,229 shares; 2024Q4: 29,564 shares; 2025Q1: 32,705 shares; 2025Q2: 20,819 shares; 2025Q3: 16,527 shares; 2025Q4: 18,091 shares; 2026Q1: 109,011 shares; 2026Q2: 26,855 shares 26,855 $673K 0.1% -82,156 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,635 shares; 2025Q3: 15,820 shares; 2025Q4: 19,480 shares; 2026Q1: 20,581 shares; 2026Q2: 30,088 shares 30,088 $623K 0.1% +9,507 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 937 shares; 2026Q2: 1,850 shares 1,850 $619K 0.1% +913 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 4,285 shares; 2025Q1: 3,488 shares; 2025Q2: 1,870 shares; 2025Q3: 1,799 shares; 2025Q4: 1,642 shares; 2026Q1: 1,421 shares; 2026Q2: 4,888 shares 4,888 $607K 0.09% +3,467 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: 11,271 shares; 2024Q4: 12,511 shares; 2025Q1: 12,863 shares; 2025Q2: 9,548 shares; 2025Q3: 7,999 shares; 2025Q4: 7,509 shares; 2026Q1: 6,785 shares; 2026Q2: 6,257 shares 6,257 $603K 0.09% -528 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,656 shares; 2024Q4: 15,425 shares; 2025Q1: 11,512 shares; 2025Q2: 9,797 shares; 2025Q3: 6,967 shares; 2025Q4: 6,396 shares; 2026Q1: 5,955 shares; 2026Q2: 6,019 shares 6,019 $592K 0.09% +64 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: 5,206 shares; 2024Q4: 5,436 shares; 2025Q1: 3,041 shares; 2025Q2: 3,045 shares; 2025Q3: 2,388 shares; 2025Q4: 2,368 shares; 2026Q1: 2,542 shares; 2026Q2: 2,599 shares 2,599 $570K 0.09% +57 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,505 shares; 2025Q1: 1,702 shares; 2025Q2: 1,896 shares; 2025Q3: 1,693 shares; 2025Q4: 3,347 shares; 2026Q1: 3,298 shares; 2026Q2: 2,980 shares 2,980 $568K 0.09% -318 Timeline ABRDN FDS ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,342 shares 15,342 $562K 0.09% new 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: 64,923 shares; 2024Q4: 46,174 shares; 2025Q1: 36,744 shares; 2025Q2: 31,915 shares; 2025Q3: 23,997 shares; 2025Q4: 22,536 shares; 2026Q1: 22,042 shares; 2026Q2: 20,653 shares 20,653 $559K 0.09% -1,389 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: 3,916 shares; 2024Q4: 3,703 shares; 2025Q1: 3,725 shares; 2025Q2: 3,785 shares; 2025Q3: 3,764 shares; 2025Q4: 3,783 shares; 2026Q1: 3,908 shares; 2026Q2: 3,877 shares 3,877 $543K 0.08% -31 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: 856 shares; 2024Q4: 849 shares; 2025Q1: 859 shares; 2025Q2: 880 shares; 2025Q3: 878 shares; 2025Q4: 887 shares; 2026Q1: 892 shares; 2026Q2: 1,043 shares 1,043 $522K 0.08% +151 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211 shares; 2024Q4: 1,221 shares; 2025Q1: 1,165 shares; 2025Q2: 1,167 shares; 2025Q3: 1,168 shares; 2025Q4: 1,369 shares; 2026Q1: 1,561 shares; 2026Q2: 1,593 shares 1,593 $521K 0.08% +32 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,993 shares; 2024Q4: 20,513 shares; 2025Q1: 15,143 shares; 2025Q2: 13,143 shares; 2025Q3: 9,448 shares; 2025Q4: 8,632 shares; 2026Q1: 8,054 shares; 2026Q2: 7,951 shares 7,951 $521K 0.08% -103 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 1,072 shares; 2026Q1: 1,392 shares; 2026Q2: 1,439 shares 1,439 $514K 0.08% +47 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: 5,267 shares; 2024Q4: 4,704 shares; 2025Q1: 4,705 shares; 2025Q2: 4,692 shares; 2025Q3: 4,694 shares; 2025Q4: 4,696 shares; 2026Q1: 4,697 shares; 2026Q2: 4,700 shares 4,700 $506K 0.08% +3 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,912 shares; 2025Q2: 10,998 shares; 2025Q3: 11,010 shares; 2025Q4: 16,599 shares; 2026Q1: 16,365 shares; 2026Q2: 17,008 shares 17,008 $491K 0.08% +643 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,147 shares; 2025Q1: 16,147 shares; 2025Q2: 16,147 shares; 2025Q3: 51,871 shares; 2025Q4: 51,801 shares; 2026Q1: 51,748 shares; 2026Q2: 40,728 shares 40,728 $484K 0.07% -11,020 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,187 shares; 2025Q4: 1,181 shares; 2026Q1: 1,219 shares; 2026Q2: 1,349 shares 1,349 $477K 0.07% +130 Timeline VNLA 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: 18,606 shares; 2024Q4: 13,948 shares; 2025Q1: 13,657 shares; 2025Q2: 12,991 shares; 2025Q3: 13,200 shares; 2025Q4: 10,694 shares; 2026Q1: 9,707 shares; 2026Q2: 9,746 shares 9,746 $476K 0.07% +39 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,392 shares; 2026Q2: 9,681 shares 9,681 $471K 0.07% +1,289 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,836 shares; 2026Q2: 5,159 shares 5,159 $467K 0.07% +323 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 937 shares; 2025Q1: 937 shares; 2025Q2: 937 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 944 shares 944 $464K 0.07% +6 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 1,747 shares 1,747 $463K 0.07% +754 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 367 shares; 2026Q1: 398 shares; 2026Q2: 422 shares 422 $449K 0.07% +24 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: 6,278 shares; 2024Q4: 20,369 shares; 2025Q1: 21,184 shares; 2025Q2: 20,630 shares; 2025Q3: 20,792 shares; 2025Q4: 19,149 shares; 2026Q1: 19,862 shares; 2026Q2: 19,591 shares 19,591 $444K 0.07% -271 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,186 shares; 2026Q2: 18,477 shares 18,477 $441K 0.07% +6,291 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,365 shares; 2024Q4: 191,337 shares; 2025Q1: 167,888 shares; 2025Q2: 113,946 shares; 2025Q3: 90,791 shares; 2025Q4: 95,763 shares; 2026Q1: 8,683 shares; 2026Q2: 7,202 shares 7,202 $438K 0.07% -1,481 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 3,897 shares; 2025Q1: 3,909 shares; 2025Q2: 3,920 shares; 2025Q3: 3,931 shares; 2025Q4: 3,944 shares; 2026Q1: 3,953 shares; 2026Q2: 3,962 shares 3,962 $411K 0.06% +9 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,364 shares; 2024Q4: 46,917 shares; 2025Q1: 46,056 shares; 2025Q2: 20,932 shares; 2025Q3: 17,414 shares; 2025Q4: 16,801 shares; 2026Q1: 16,298 shares; 2026Q2: 16,960 shares 16,960 $387K 0.06% +662 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,619 shares; 2025Q4: 6,149 shares; 2026Q1: 6,786 shares; 2026Q2: 8,867 shares 8,867 $387K 0.06% +2,081 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,498 shares; 2026Q2: 4,051 shares 4,051 $380K 0.06% +1,553 TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: 2,495 shares; 2026Q1: 3,042 shares; 2026Q2: 2,870 shares 2,870 $375K 0.06% -172 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,779 shares; 2025Q1: 1,797 shares; 2025Q2: 1,812 shares; 2025Q3: 1,780 shares; 2025Q4: 1,882 shares; 2026Q1: 1,886 shares; 2026Q2: 1,688 shares 1,688 $365K 0.06% -198 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: 4,321 shares; 2024Q4: 3,863 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,726 shares; 2025Q4: 3,737 shares; 2026Q1: 3,748 shares; 2026Q2: 3,748 shares 3,748 $351K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,510 shares; 2025Q1: 3,848 shares; 2025Q2: 3,047 shares; 2025Q3: 2,017 shares; 2025Q4: 2,282 shares; 2026Q1: 2,816 shares; 2026Q2: 2,981 shares 2,981 $348K 0.05% +165 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: 12,470 shares; 2024Q4: 59,204 shares; 2025Q1: 132,248 shares; 2025Q2: 66,132 shares; 2025Q3: 52,964 shares; 2025Q4: 55,204 shares; 2026Q1: 6,185 shares; 2026Q2: 5,796 shares 5,796 $346K 0.05% -389 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,535 shares; 2026Q1: 5,803 shares; 2026Q2: 6,891 shares 6,891 $345K 0.05% +1,088 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,045 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,190 shares; 2025Q3: 2,208 shares; 2025Q4: 2,214 shares; 2026Q1: 2,207 shares; 2026Q2: 2,224 shares 2,224 $339K 0.05% +17 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 251 shares; 2025Q2: 285 shares; 2025Q3: 363 shares; 2025Q4: 362 shares; 2026Q1: 346 shares; 2026Q2: 360 shares 360 $337K 0.05% +14 Timeline FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $334K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,156 shares; 2025Q4: 3,998 shares; 2026Q1: 3,628 shares; 2026Q2: 3,496 shares 3,496 $331K 0.05% -132 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,904 shares; 2026Q1: 3,110 shares; 2026Q2: 4,126 shares 4,126 $328K 0.05% +1,016 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 891 shares; 2026Q2: 776 shares 776 $326K 0.05% -115 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,967 shares 13,967 $309K 0.05% new Timeline PCY 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: 33,263 shares; 2024Q4: 75,604 shares; 2025Q1: 85,295 shares; 2025Q2: 22,559 shares; 2025Q3: 16,436 shares; 2025Q4: 17,912 shares; 2026Q1: 13,989 shares; 2026Q2: 14,211 shares 14,211 $308K 0.05% +222 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,093 shares; 2025Q3: not reported; 2025Q4: 6,222 shares; 2026Q1: 7,626 shares; 2026Q2: 7,934 shares 7,934 $306K 0.05% +308 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: 1,064 shares; 2024Q4: 1,650 shares; 2025Q1: 1,803 shares; 2025Q2: 882 shares; 2025Q3: 684 shares; 2025Q4: 690 shares; 2026Q1: 665 shares; 2026Q2: 826 shares 826 $302K 0.05% +161 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 2,893 shares; 2026Q2: 3,010 shares 3,010 $286K 0.04% +117 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,593 shares 4,593 $286K 0.04% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,146 shares; 2025Q1: 11,594 shares; 2025Q2: 10,929 shares; 2025Q3: 12,750 shares; 2025Q4: 11,170 shares; 2026Q1: 11,589 shares; 2026Q2: 11,495 shares 11,495 $283K 0.04% -94 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: 1,517 shares; 2024Q4: 1,402 shares; 2025Q1: 1,286 shares; 2025Q2: 1,340 shares; 2025Q3: 1,316 shares; 2025Q4: 1,321 shares; 2026Q1: 1,397 shares; 2026Q2: 1,413 shares 1,413 $283K 0.04% +16 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: 567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,271 shares 3,271 $282K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,644 shares 8,644 $277K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,944 shares 1,944 $271K 0.04% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,658 shares 1,658 $268K 0.04% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,826 shares; 2025Q3: 5,830 shares; 2025Q4: 5,766 shares; 2026Q1: 5,776 shares; 2026Q2: 5,845 shares 5,845 $267K 0.04% +69 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,172 shares; 2024Q4: 20,797 shares; 2025Q1: 20,884 shares; 2025Q2: 22,292 shares; 2025Q3: 22,177 shares; 2025Q4: 22,934 shares; 2026Q1: 23,066 shares; 2026Q2: 11,707 shares 11,707 $265K 0.04% -11,359 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 707 shares; 2026Q2: 751 shares 751 $265K 0.04% +44 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 1,140 shares; 2026Q2: 1,041 shares 1,041 $264K 0.04% -99 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 271 shares; 2026Q1: not reported; 2026Q2: 2,167 shares 2,167 $259K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,746 shares; 2026Q2: 11,488 shares 11,488 $247K 0.04% +1,742 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares; 2026Q2: 430 shares 430 $242K 0.04% +45 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,202 shares; 2025Q3: 11,990 shares; 2025Q4: 13,059 shares; 2026Q1: not reported; 2026Q2: 11,274 shares 11,274 $241K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $239K 0.04% 0 Timeline FEP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,692 shares; 2026Q2: 4,150 shares 4,150 $237K 0.04% +458 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,163 shares; 2024Q4: 13,104 shares; 2025Q1: 13,002 shares; 2025Q2: 12,394 shares; 2025Q3: 12,355 shares; 2025Q4: 12,625 shares; 2026Q1: 12,474 shares; 2026Q2: 11,371 shares 11,371 $235K 0.04% -1,103 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,519 shares; 2026Q1: 2,721 shares; 2026Q2: 2,726 shares 2,726 $225K 0.03% +5 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,591 shares 5,591 $224K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 353 shares 353 $224K 0.03% new Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,023 shares; 2025Q3: 8,023 shares; 2025Q4: 8,023 shares; 2026Q1: 8,023 shares; 2026Q2: 8,023 shares 8,023 $221K 0.03% 0 Timeline EFAA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,840 shares 3,840 $214K 0.03% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,216 shares; 2026Q1: not reported; 2026Q2: 4,088 shares 4,088 $204K 0.03% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $201K 0.03% new Timeline