XMMO 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: 27,135 shares; 2025Q1: 29,260 shares; 2025Q2: 98,815 shares; 2025Q3: 107,077 shares; 2025Q4: 130,882 shares; 2026Q1: 119,630 shares; 2026Q2: 188,397 shares 188,397 $32.1M 3.1% +68,767 Timeline FBCG 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: 396,060 shares; 2025Q1: 430,327 shares; 2025Q2: 406,951 shares; 2025Q3: 420,506 shares; 2025Q4: 517,361 shares; 2026Q1: 416,693 shares; 2026Q2: 423,883 shares 423,883 $26.3M 2.55% +7,190 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: not loaded; 2024Q4: 67,402 shares; 2025Q1: 65,775 shares; 2025Q2: 30,926 shares; 2025Q3: 31,178 shares; 2025Q4: 62,937 shares; 2026Q1: 81,715 shares; 2026Q2: 88,885 shares 88,885 $25.7M 2.49% +7,170 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,021 shares; 2026Q2: 72,462 shares 72,462 $24.9M 2.41% -559 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: 1,178 shares; 2025Q1: 834 shares; 2025Q2: 31,085 shares; 2025Q3: 31,948 shares; 2025Q4: 33,448 shares; 2026Q1: 34,896 shares; 2026Q2: 35,640 shares 35,640 $24.5M 2.37% +744 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: 358,991 shares; 2025Q1: 390,411 shares; 2025Q2: 359,916 shares; 2025Q3: 374,352 shares; 2025Q4: 386,760 shares; 2026Q1: 395,352 shares; 2026Q2: 403,891 shares 403,891 $24.4M 2.36% +8,539 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: 41,606 shares; 2025Q1: 43,536 shares; 2025Q2: 43,673 shares; 2025Q3: 44,532 shares; 2025Q4: 45,895 shares; 2026Q1: 65,610 shares; 2026Q2: 64,858 shares 64,858 $23.2M 2.24% -752 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: not reported; 2025Q1: not reported; 2025Q2: 228,651 shares; 2025Q3: 239,102 shares; 2025Q4: 245,196 shares; 2026Q1: 247,434 shares; 2026Q2: 252,181 shares 252,181 $22.9M 2.22% +4,747 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: 30,873 shares; 2025Q1: 30,559 shares; 2025Q2: 32,070 shares; 2025Q3: 31,766 shares; 2025Q4: 33,542 shares; 2026Q1: 27,054 shares; 2026Q2: 19,593 shares 19,593 $22.6M 2.19% -7,461 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: 42,522 shares; 2025Q1: 43,280 shares; 2025Q2: 60,166 shares; 2025Q3: 59,660 shares; 2025Q4: 69,891 shares; 2026Q1: 96,132 shares; 2026Q2: 94,886 shares 94,886 $19M 1.84% -1,246 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: 3,030 shares; 2025Q1: 3,308 shares; 2025Q2: 2,848 shares; 2025Q3: 2,796 shares; 2025Q4: 2,799 shares; 2026Q1: 177,317 shares; 2026Q2: 175,684 shares 175,684 $16.8M 1.62% -1,633 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: 25,948 shares; 2025Q1: 27,503 shares; 2025Q2: 22,946 shares; 2025Q3: 23,240 shares; 2025Q4: 27,685 shares; 2026Q1: 43,919 shares; 2026Q2: 44,601 shares 44,601 $16.6M 1.61% +682 Timeline SMLF 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: 163,184 shares; 2026Q2: 165,459 shares 165,459 $14.7M 1.43% +2,275 Timeline FSMD 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: 225,841 shares; 2025Q1: 246,659 shares; 2025Q2: 227,826 shares; 2025Q3: 236,989 shares; 2025Q4: 243,956 shares; 2026Q1: 247,373 shares; 2026Q2: 248,292 shares 248,292 $13.1M 1.27% +919 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: 224,092 shares; 2025Q1: 230,734 shares; 2025Q2: 245,412 shares; 2025Q3: 255,182 shares; 2025Q4: 268,219 shares; 2026Q1: 251,219 shares; 2026Q2: 289,397 shares 289,397 $12.8M 1.24% +38,178 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: 28,595 shares; 2025Q1: 29,970 shares; 2025Q2: 25,902 shares; 2025Q3: 26,047 shares; 2025Q4: 27,915 shares; 2026Q1: 40,420 shares; 2026Q2: 39,170 shares 39,170 $12.8M 1.24% -1,250 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: 85,363 shares; 2025Q1: 87,707 shares; 2025Q2: 81,399 shares; 2025Q3: 86,022 shares; 2025Q4: 89,338 shares; 2026Q1: 104,159 shares; 2026Q2: 101,941 shares 101,941 $12M 1.16% -2,218 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: 18,802 shares; 2025Q1: 19,027 shares; 2025Q2: 13,553 shares; 2025Q3: 12,952 shares; 2025Q4: 18,892 shares; 2026Q1: 41,463 shares; 2026Q2: 49,966 shares 49,966 $11.9M 1.15% +8,503 Timeline IHDG 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: 165,783 shares; 2025Q1: 180,945 shares; 2025Q2: 188,030 shares; 2025Q3: 195,569 shares; 2025Q4: 200,378 shares; 2026Q1: 203,535 shares; 2026Q2: 205,876 shares 205,876 $10.8M 1.04% +2,341 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,729 shares; 2025Q1: 16,945 shares; 2025Q2: 18,431 shares; 2025Q3: 19,104 shares; 2025Q4: 19,357 shares; 2026Q1: 31,907 shares; 2026Q2: 34,621 shares 34,621 $10.1M 0.97% +2,714 Timeline DEM 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: 111,762 shares; 2025Q1: 124,585 shares; 2025Q2: 148,010 shares; 2025Q3: 152,169 shares; 2025Q4: 167,382 shares; 2026Q1: 170,304 shares; 2026Q2: 172,446 shares 172,446 $9.28M 0.9% +2,142 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: 23,789 shares; 2025Q1: 22,688 shares; 2025Q2: 17,920 shares; 2025Q3: 17,717 shares; 2025Q4: 20,157 shares; 2026Q1: 20,311 shares; 2026Q2: 20,666 shares 20,666 $8.69M 0.84% +355 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: 21,601 shares; 2025Q1: 22,918 shares; 2025Q2: 17,604 shares; 2025Q3: 17,554 shares; 2025Q4: 19,298 shares; 2026Q1: 24,181 shares; 2026Q2: 22,926 shares 22,926 $8.66M 0.84% -1,255 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: 42,450 shares; 2025Q1: 44,414 shares; 2025Q2: 46,612 shares; 2025Q3: 49,321 shares; 2025Q4: 52,848 shares; 2026Q1: 61,693 shares; 2026Q2: 62,422 shares 62,422 $8.53M 0.83% +729 Timeline DFSD 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: 134,557 shares; 2025Q1: 144,810 shares; 2025Q2: 153,217 shares; 2025Q3: 164,357 shares; 2025Q4: 170,865 shares; 2026Q1: 174,153 shares; 2026Q2: 177,901 shares 177,901 $8.49M 0.82% +3,748 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: 94,871 shares; 2025Q1: 100,969 shares; 2025Q2: 108,308 shares; 2025Q3: 111,517 shares; 2025Q4: 112,752 shares; 2026Q1: 143,567 shares; 2026Q2: 145,612 shares 145,612 $8.3M 0.8% +2,045 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,547 shares; 2026Q2: 163,144 shares 163,144 $8.24M 0.8% +14,597 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,980 shares; 2026Q2: 18,726 shares 18,726 $8.11M 0.79% -6,254 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: 16,418 shares; 2025Q1: 16,336 shares; 2025Q2: 2,435 shares; 2025Q3: not reported; 2025Q4: 15,016 shares; 2026Q1: 50,800 shares; 2026Q2: 50,743 shares 50,743 $8.02M 0.78% -57 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 176,687 shares; 2025Q3: not reported; 2025Q4: 54,239 shares; 2026Q1: 372,188 shares; 2026Q2: 84,323 shares 84,323 $7.73M 0.75% -287,865 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: 16,897 shares; 2025Q1: 26,278 shares; 2025Q2: 8,016 shares; 2025Q3: 6,370 shares; 2025Q4: 14,014 shares; 2026Q1: 20,184 shares; 2026Q2: 20,853 shares 20,853 $7.72M 0.75% +669 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: 2,050 shares; 2025Q1: 2,303 shares; 2025Q2: 2,093 shares; 2025Q3: 2,080 shares; 2025Q4: 2,114 shares; 2026Q1: 6,962 shares; 2026Q2: 6,352 shares 6,352 $7.62M 0.74% -610 Timeline DFCF 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: 149,510 shares; 2025Q1: 150,411 shares; 2025Q2: 151,753 shares; 2025Q3: 162,512 shares; 2025Q4: 174,591 shares; 2026Q1: 172,534 shares; 2026Q2: 175,724 shares 175,724 $7.42M 0.72% +3,190 Timeline JPIB 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: 74,607 shares; 2025Q1: 78,609 shares; 2025Q2: 25,578 shares; 2025Q3: 20,678 shares; 2025Q4: 141,410 shares; 2026Q1: 144,486 shares; 2026Q2: 153,213 shares 153,213 $7.41M 0.72% +8,727 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: not reported; 2025Q3: not reported; 2025Q4: 12,686 shares; 2026Q1: 71,747 shares; 2026Q2: 74,271 shares 74,271 $7.29M 0.71% +2,524 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,654 shares; 2026Q2: 28,294 shares 28,294 $7.23M 0.7% -9,360 Timeline PWB 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: not reported; 2025Q4: not reported; 2026Q1: 45,520 shares; 2026Q2: 42,634 shares 42,634 $7.18M 0.69% -2,886 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: 7,727 shares; 2025Q1: 7,993 shares; 2025Q2: 7,541 shares; 2025Q3: 7,762 shares; 2025Q4: 7,902 shares; 2026Q1: 8,013 shares; 2026Q2: 8,180 shares 8,180 $6.5M 0.63% +167 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,166 shares; 2026Q2: 14,890 shares 14,890 $6.42M 0.62% -2,276 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: 6,762 shares; 2025Q1: 7,676 shares; 2025Q2: 7,224 shares; 2025Q3: 7,450 shares; 2025Q4: 7,680 shares; 2026Q1: 24,452 shares; 2026Q2: 25,321 shares 25,321 $6.37M 0.62% +869 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: 34,945 shares; 2025Q1: 36,803 shares; 2025Q2: 1,721 shares; 2025Q3: 5,654 shares; 2025Q4: 29,602 shares; 2026Q1: 13,279 shares; 2026Q2: 20,573 shares 20,573 $6.23M 0.6% +7,294 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: 8,902 shares; 2025Q1: 9,003 shares; 2025Q2: 8,254 shares; 2025Q3: 8,358 shares; 2025Q4: 9,723 shares; 2026Q1: 17,770 shares; 2026Q2: 18,069 shares 18,069 $6.2M 0.6% +299 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,577 shares; 2026Q2: 16,446 shares 16,446 $5.64M 0.55% -2,131 Timeline CSX CSX CORP More: the full row for CSX 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: 111,993 shares; 2026Q1: 115,599 shares; 2026Q2: 118,423 shares 118,423 $5.63M 0.54% +2,824 Timeline FENY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,693 shares; 2026Q2: 188,477 shares 188,477 $5.57M 0.54% +5,784 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: 14,058 shares; 2025Q1: 14,857 shares; 2025Q2: 14,714 shares; 2025Q3: 15,175 shares; 2025Q4: 15,368 shares; 2026Q1: 16,089 shares; 2026Q2: 16,362 shares 16,362 $5.53M 0.54% +273 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: not reported; 2025Q1: 33,242 shares; 2025Q2: 25,917 shares; 2025Q3: 26,135 shares; 2025Q4: 26,808 shares; 2026Q1: 32,248 shares; 2026Q2: 34,358 shares 34,358 $5.45M 0.53% +2,110 Timeline ILCV 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: 56,112 shares; 2026Q2: 53,636 shares 53,636 $5.43M 0.53% -2,476 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,858 shares; 2025Q1: 1,781 shares; 2025Q2: 1,450 shares; 2025Q3: 1,518 shares; 2025Q4: 1,510 shares; 2026Q1: 26,220 shares; 2026Q2: 25,890 shares 25,890 $5.41M 0.52% -330 Timeline GMAR 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: 125,868 shares; 2025Q1: 128,629 shares; 2025Q2: 128,307 shares; 2025Q3: 128,307 shares; 2025Q4: 128,059 shares; 2026Q1: 128,059 shares; 2026Q2: 120,579 shares 120,579 $5.33M 0.52% -7,480 Timeline DFIC 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: 91,839 shares; 2025Q1: 105,934 shares; 2025Q2: 108,720 shares; 2025Q3: 116,083 shares; 2025Q4: 120,278 shares; 2026Q1: 122,022 shares; 2026Q2: 141,685 shares 141,685 $5.28M 0.51% +19,663 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: 205,492 shares; 2026Q1: 212,979 shares; 2026Q2: 223,442 shares 223,442 $5.06M 0.49% +10,463 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: 11,202 shares; 2025Q1: 11,222 shares; 2025Q2: 5,042 shares; 2025Q3: 4,879 shares; 2025Q4: 11,062 shares; 2026Q1: 12,370 shares; 2026Q2: 14,314 shares 14,314 $5.06M 0.49% +1,944 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: not loaded; 2024Q4: 24,372 shares; 2025Q1: 25,240 shares; 2025Q2: not reported; 2025Q3: 4,143 shares; 2025Q4: 21,303 shares; 2026Q1: 9,523 shares; 2026Q2: 17,214 shares 17,214 $5M 0.48% +7,691 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: 49,601 shares; 2025Q1: 51,687 shares; 2025Q2: 13,121 shares; 2025Q3: 11,859 shares; 2025Q4: 45,755 shares; 2026Q1: 47,056 shares; 2026Q2: 52,147 shares 52,147 $4.93M 0.48% +5,091 Timeline DUSB 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: 51,027 shares; 2025Q3: 79,501 shares; 2025Q4: 89,907 shares; 2026Q1: 91,892 shares; 2026Q2: 97,003 shares 97,003 $4.93M 0.48% +5,111 Timeline VWOB 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: 18,721 shares; 2025Q1: 44,245 shares; 2025Q2: 12,647 shares; 2025Q3: 9,896 shares; 2025Q4: 67,519 shares; 2026Q1: 69,557 shares; 2026Q2: 72,867 shares 72,867 $4.9M 0.47% +3,310 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,490 shares; 2025Q1: 68,290 shares; 2025Q2: 2,933 shares; 2025Q3: 11,879 shares; 2025Q4: 57,677 shares; 2026Q1: 26,921 shares; 2026Q2: 45,808 shares 45,808 $4.73M 0.46% +18,887 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 21,515 shares; 2025Q4: 152,228 shares; 2026Q1: 149,072 shares; 2026Q2: 146,647 shares 146,647 $4.7M 0.45% -2,425 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: 3,286 shares; 2025Q1: 3,292 shares; 2025Q2: 3,289 shares; 2025Q3: 3,292 shares; 2025Q4: 3,491 shares; 2026Q1: 39,245 shares; 2026Q2: 39,798 shares 39,798 $4.68M 0.45% +553 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: 2,265 shares; 2025Q1: 2,300 shares; 2025Q2: 1,971 shares; 2025Q3: 2,044 shares; 2025Q4: 2,367 shares; 2026Q1: 2,848 shares; 2026Q2: 9,296 shares 9,296 $4.65M 0.45% +6,448 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: 1,675 shares; 2025Q1: 1,940 shares; 2025Q2: 4,699 shares; 2025Q3: 4,872 shares; 2025Q4: 5,957 shares; 2026Q1: 11,167 shares; 2026Q2: 8,038 shares 8,038 $4.53M 0.44% -3,129 Timeline JCPB 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: 95,670 shares; 2025Q1: 100,294 shares; 2025Q2: 27,496 shares; 2025Q3: 28,545 shares; 2025Q4: 93,030 shares; 2026Q1: 91,453 shares; 2026Q2: 93,913 shares 93,913 $4.41M 0.43% +2,460 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: 11,304 shares; 2025Q1: 10,658 shares; 2025Q2: 6,268 shares; 2025Q3: 8,049 shares; 2025Q4: 11,663 shares; 2026Q1: 16,788 shares; 2026Q2: 17,251 shares 17,251 $4.38M 0.42% +463 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: 1,707 shares; 2025Q1: 1,467 shares; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,746 shares; 2026Q1: 7,602 shares; 2026Q2: 19,312 shares 19,312 $4.3M 0.42% +11,710 Timeline IDMO 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: 67,249 shares 67,249 $4.05M 0.39% new 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: 5,496 shares; 2025Q1: 7,855 shares; 2025Q2: 2,984 shares; 2025Q3: 4,590 shares; 2025Q4: 10,662 shares; 2026Q1: 28,078 shares; 2026Q2: 29,785 shares 29,785 $4.03M 0.39% +1,707 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: 10,238 shares; 2025Q1: 9,571 shares; 2025Q2: 6,815 shares; 2025Q3: 6,984 shares; 2025Q4: 9,328 shares; 2026Q1: 23,364 shares; 2026Q2: 23,929 shares 23,929 $3.97M 0.38% +565 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,792 shares; 2026Q2: 5,177 shares 5,177 $3.95M 0.38% -1,615 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: 690 shares; 2025Q1: 804 shares; 2025Q2: 466 shares; 2025Q3: 449 shares; 2025Q4: 430 shares; 2026Q1: 4,195 shares; 2026Q2: 4,196 shares 4,196 $3.93M 0.38% +1 Timeline DFAU 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: 48,780 shares; 2025Q1: 58,401 shares; 2025Q2: 56,046 shares; 2025Q3: 64,955 shares; 2025Q4: 68,376 shares; 2026Q1: 69,355 shares; 2026Q2: 74,866 shares 74,866 $3.87M 0.37% +5,511 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,657 shares; 2026Q2: 10,651 shares 10,651 $3.86M 0.37% +6,994 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,865 shares; 2026Q2: 90,693 shares 90,693 $3.75M 0.36% +73,828 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,503 shares; 2026Q2: 8,564 shares 8,564 $3.65M 0.35% +61 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 5,864 shares; 2026Q2: 5,038 shares 5,038 $3.63M 0.35% -826 Timeline UAPR 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: 131,129 shares; 2025Q1: 104,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,291 shares; 2026Q1: 98,291 shares; 2026Q2: 98,257 shares 98,257 $3.45M 0.33% -34 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,567 shares; 2026Q2: 25,367 shares 25,367 $3.44M 0.33% -200 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 9,440 shares; 2025Q4: 68,327 shares; 2026Q1: 73,265 shares; 2026Q2: 74,953 shares 74,953 $3.43M 0.33% +1,688 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 68,786 shares 68,786 $3.43M 0.33% new Timeline SDVY 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: 102,378 shares; 2025Q1: 111,804 shares; 2025Q2: not reported; 2025Q3: 20,807 shares; 2025Q4: 111,604 shares; 2026Q1: 43,255 shares; 2026Q2: 79,197 shares 79,197 $3.42M 0.33% +35,942 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: 1,399 shares; 2025Q1: 1,684 shares; 2025Q2: 955 shares; 2025Q3: 818 shares; 2025Q4: 1,246 shares; 2026Q1: 1,774 shares; 2026Q2: 4,512 shares 4,512 $3.38M 0.33% +2,738 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 19,712 shares; 2026Q2: 20,409 shares 20,409 $3.36M 0.33% +697 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,460 shares; 2025Q1: 44,247 shares; 2025Q2: 43,358 shares; 2025Q3: 43,267 shares; 2025Q4: 43,267 shares; 2026Q1: 43,184 shares; 2026Q2: 43,057 shares 43,057 $3.35M 0.32% -127 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: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 304 shares; 2025Q4: 332 shares; 2026Q1: 3,401 shares; 2026Q2: 3,208 shares 3,208 $3.24M 0.31% -193 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,346 shares; 2025Q3: 14,809 shares; 2025Q4: 116,185 shares; 2026Q1: 123,329 shares; 2026Q2: 127,313 shares 127,313 $3.2M 0.31% +3,984 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: 347 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,252 shares; 2026Q1: 38,826 shares; 2026Q2: 44,639 shares 44,639 $3.19M 0.31% +5,813 Timeline UCON 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: 120,510 shares; 2025Q1: 125,489 shares; 2025Q2: 45,250 shares; 2025Q3: 52,749 shares; 2025Q4: 127,103 shares; 2026Q1: 125,343 shares; 2026Q2: 127,103 shares 127,103 $3.16M 0.31% +1,760 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,093 shares; 2025Q3: 8,475 shares; 2025Q4: 8,809 shares; 2026Q1: 9,110 shares; 2026Q2: 9,550 shares 9,550 $3.15M 0.31% +440 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 loaded; 2024Q4: 34,303 shares; 2025Q1: 36,463 shares; 2025Q2: not reported; 2025Q3: 5,881 shares; 2025Q4: 30,714 shares; 2026Q1: 13,511 shares; 2026Q2: 23,939 shares 23,939 $3.06M 0.3% +10,428 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: 51,833 shares; 2025Q1: 52,028 shares; 2025Q2: 13,346 shares; 2025Q3: 9,859 shares; 2025Q4: 51,826 shares; 2026Q1: 50,288 shares; 2026Q2: 51,008 shares 51,008 $3.04M 0.29% +720 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: 5,092 shares; 2025Q1: 4,833 shares; 2025Q2: 4,513 shares; 2025Q3: 4,376 shares; 2025Q4: 3,338 shares; 2026Q1: 8,469 shares; 2026Q2: 8,600 shares 8,600 $3.03M 0.29% +131 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 97,131 shares; 2025Q1: 95,732 shares; 2025Q2: 18,410 shares; 2025Q3: 13,854 shares; 2025Q4: 97,091 shares; 2026Q1: 93,632 shares; 2026Q2: 91,194 shares 91,194 $3M 0.29% -2,438 Timeline DFAW 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: 33,903 shares; 2025Q1: 23,666 shares; 2025Q2: 25,833 shares; 2025Q3: 26,280 shares; 2025Q4: 31,858 shares; 2026Q1: 31,991 shares; 2026Q2: 36,082 shares 36,082 $2.99M 0.29% +4,091 Timeline DFGX 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: 4,420 shares; 2025Q1: 5,282 shares; 2025Q2: 9,991 shares; 2025Q3: 21,939 shares; 2025Q4: 32,765 shares; 2026Q1: 43,202 shares; 2026Q2: 55,520 shares 55,520 $2.98M 0.29% +12,318 Timeline PBQQ PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 8,672 shares; 2025Q4: 62,724 shares; 2026Q1: 95,288 shares; 2026Q2: 93,665 shares 93,665 $2.95M 0.29% -1,623 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,247 shares 19,247 $2.92M 0.28% new 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: 64,624 shares; 2025Q1: 66,836 shares; 2025Q2: not reported; 2025Q3: 10,490 shares; 2025Q4: 62,179 shares; 2026Q1: 23,403 shares; 2026Q2: 37,940 shares 37,940 $2.88M 0.28% +14,537 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: 683 shares; 2025Q1: 738 shares; 2025Q2: 701 shares; 2025Q3: 823 shares; 2025Q4: 831 shares; 2026Q1: 2,722 shares; 2026Q2: 2,699 shares 2,699 $2.87M 0.28% -23 Timeline IBDT 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: 99,114 shares; 2026Q2: 112,785 shares 112,785 $2.85M 0.28% +13,671 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: 9,634 shares; 2025Q1: 9,019 shares; 2025Q2: 4,654 shares; 2025Q3: 6,920 shares; 2025Q4: 11,160 shares; 2026Q1: 17,428 shares; 2026Q2: 19,303 shares 19,303 $2.83M 0.27% +1,875 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: 1,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,391 shares 4,391 $2.81M 0.27% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,158 shares; 2025Q1: 61,197 shares; 2025Q2: 13,710 shares; 2025Q3: 9,387 shares; 2025Q4: 58,068 shares; 2026Q1: 52,624 shares; 2026Q2: 52,656 shares 52,656 $2.78M 0.27% +32 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: 1,164 shares; 2025Q1: 1,450 shares; 2025Q2: 1,215 shares; 2025Q3: 1,199 shares; 2025Q4: 6,701 shares; 2026Q1: 4,608 shares; 2026Q2: 27,919 shares 27,919 $2.77M 0.27% +23,311 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares; 2026Q2: 6,149 shares 6,149 $2.74M 0.27% +703 Timeline IBDU 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: 106,604 shares; 2026Q2: 118,331 shares 118,331 $2.74M 0.27% +11,727 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 2,433 shares; 2025Q3: 2,521 shares; 2025Q4: 2,609 shares; 2026Q1: 2,728 shares; 2026Q2: 2,836 shares 2,836 $2.73M 0.26% +108 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,019 shares; 2025Q4: 51,216 shares; 2026Q1: 66,444 shares; 2026Q2: 66,826 shares 66,826 $2.68M 0.26% +382 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: 104,645 shares; 2025Q1: 109,485 shares; 2025Q2: 31,031 shares; 2025Q3: 31,151 shares; 2025Q4: 103,626 shares; 2026Q1: 99,027 shares; 2026Q2: 99,592 shares 99,592 $2.64M 0.26% +565 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: 3,523 shares; 2025Q1: 3,374 shares; 2025Q2: 3,059 shares; 2025Q3: 4,567 shares; 2025Q4: 6,522 shares; 2026Q1: 2,919 shares; 2026Q2: 3,521 shares 3,521 $2.63M 0.25% +602 Timeline PFXF 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: 104,445 shares; 2025Q1: 113,004 shares; 2025Q2: 27,282 shares; 2025Q3: 20,724 shares; 2025Q4: 140,653 shares; 2026Q1: 139,754 shares; 2026Q2: 146,160 shares 146,160 $2.61M 0.25% +6,406 Timeline IBDV 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: 102,378 shares; 2026Q2: 117,420 shares 117,420 $2.56M 0.25% +15,042 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: 7,201 shares; 2025Q1: 7,619 shares; 2025Q2: 2,279 shares; 2025Q3: 1,797 shares; 2025Q4: 7,421 shares; 2026Q1: 7,659 shares; 2026Q2: 8,339 shares 8,339 $2.53M 0.24% +680 Timeline CME CME GROUP INC More: the full row for CME GROUP 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: 10,561 shares; 2026Q2: 10,843 shares 10,843 $2.39M 0.23% +282 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 4,983 shares; 2026Q2: 5,870 shares 5,870 $2.33M 0.23% +887 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: 35,755 shares; 2025Q1: 34,593 shares; 2025Q2: 7,531 shares; 2025Q3: 4,272 shares; 2025Q4: 25,629 shares; 2026Q1: 25,352 shares; 2026Q2: 25,564 shares 25,564 $2.3M 0.22% +212 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: 34,881 shares; 2025Q1: 37,120 shares; 2025Q2: 7,036 shares; 2025Q3: 13,571 shares; 2025Q4: 32,304 shares; 2026Q1: 33,254 shares; 2026Q2: 28,414 shares 28,414 $2.27M 0.22% -4,840 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,270 shares; 2026Q2: 44,935 shares 44,935 $2.23M 0.22% +1,665 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: 4,607 shares; 2025Q1: 4,370 shares; 2025Q2: 5,452 shares; 2025Q3: 5,674 shares; 2025Q4: 5,568 shares; 2026Q1: 5,076 shares; 2026Q2: 4,676 shares 4,676 $2.23M 0.22% -400 Timeline JSMD 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: 23,700 shares; 2025Q1: 24,607 shares; 2025Q2: 6,810 shares; 2025Q3: 3,653 shares; 2025Q4: 21,631 shares; 2026Q1: 21,945 shares; 2026Q2: 22,054 shares 22,054 $2.23M 0.22% +109 Timeline IBDS 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: 88,262 shares; 2026Q2: 92,166 shares 92,166 $2.23M 0.22% +3,904 Timeline FEX 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: 150,474 shares; 2025Q1: 164,824 shares; 2025Q2: 18,922 shares; 2025Q3: 17,166 shares; 2025Q4: 17,385 shares; 2026Q1: 16,875 shares; 2026Q2: 15,877 shares 15,877 $2.22M 0.21% -998 Timeline IYK 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: 37,221 shares; 2025Q1: 39,507 shares; 2025Q2: not reported; 2025Q3: 6,264 shares; 2025Q4: 30,305 shares; 2026Q1: 15,898 shares; 2026Q2: 30,180 shares 30,180 $2.19M 0.21% +14,282 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,477 shares; 2026Q2: 13,189 shares 13,189 $2.13M 0.21% +4,712 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: 30,857 shares; 2025Q1: 28,421 shares; 2025Q2: 13,830 shares; 2025Q3: 16,347 shares; 2025Q4: 29,500 shares; 2026Q1: 26,088 shares; 2026Q2: 24,131 shares 24,131 $2.12M 0.2% -1,957 Timeline SHLD 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: 31,790 shares; 2026Q2: 34,560 shares 34,560 $2.06M 0.2% +2,770 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,456 shares; 2026Q2: 4,147 shares 4,147 $2.06M 0.2% +691 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: 28,432 shares; 2025Q1: 31,535 shares; 2025Q2: not reported; 2025Q3: 5,554 shares; 2025Q4: 28,772 shares; 2026Q1: 9,668 shares; 2026Q2: 15,154 shares 15,154 $2.02M 0.2% +5,486 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,288 shares; 2026Q2: 4,994 shares 4,994 $1.98M 0.19% -294 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: 15,161 shares; 2025Q1: 15,986 shares; 2025Q2: 12,725 shares; 2025Q3: 12,172 shares; 2025Q4: 12,048 shares; 2026Q1: 11,218 shares; 2026Q2: 10,889 shares 10,889 $1.97M 0.19% -329 Timeline IBDW 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: 65,329 shares; 2026Q2: 91,206 shares 91,206 $1.9M 0.18% +25,877 Timeline DTD 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: 19,993 shares; 2025Q1: 25,074 shares; 2025Q2: 4,305 shares; 2025Q3: not reported; 2025Q4: 20,865 shares; 2026Q1: 20,221 shares; 2026Q2: 20,333 shares 20,333 $1.9M 0.18% +112 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: 40,759 shares; 2025Q1: 60,969 shares; 2025Q2: 47,930 shares; 2025Q3: 47,142 shares; 2025Q4: 51,217 shares; 2026Q1: 79,490 shares; 2026Q2: 77,949 shares 77,949 $1.88M 0.18% -1,541 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: 6,872 shares; 2025Q1: 6,925 shares; 2025Q2: 6,917 shares; 2025Q3: 6,992 shares; 2025Q4: 7,569 shares; 2026Q1: 8,899 shares; 2026Q2: 8,632 shares 8,632 $1.87M 0.18% -267 Timeline UJUL 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: 51,266 shares; 2026Q1: 45,737 shares; 2026Q2: 45,664 shares 45,664 $1.86M 0.18% -73 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,112 shares; 2026Q1: 22,024 shares; 2026Q2: 18,444 shares 18,444 $1.86M 0.18% -3,580 Timeline BUFS 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: 10,690 shares; 2025Q4: 79,568 shares; 2026Q1: 75,847 shares; 2026Q2: 73,676 shares 73,676 $1.85M 0.18% -2,171 Timeline DFEM 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: 27,444 shares; 2025Q1: 31,002 shares; 2025Q2: 32,136 shares; 2025Q3: 33,786 shares; 2025Q4: 33,875 shares; 2026Q1: 36,841 shares; 2026Q2: 45,353 shares 45,353 $1.84M 0.18% +8,512 Timeline DFAR 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: 31,448 shares; 2025Q1: 38,023 shares; 2025Q2: 39,231 shares; 2025Q3: 43,016 shares; 2025Q4: 50,301 shares; 2026Q1: 54,040 shares; 2026Q2: 68,536 shares 68,536 $1.79M 0.17% +14,496 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,978 shares; 2025Q4: 20,926 shares; 2026Q1: 24,707 shares; 2026Q2: 35,323 shares 35,323 $1.77M 0.17% +10,616 Timeline BUFY 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: 11,139 shares; 2025Q4: 80,963 shares; 2026Q1: 77,192 shares; 2026Q2: 75,643 shares 75,643 $1.77M 0.17% -1,549 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: 3,898 shares; 2025Q1: 3,816 shares; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 7,427 shares; 2026Q1: 9,208 shares; 2026Q2: 9,175 shares 9,175 $1.75M 0.17% -33 Timeline DGRW 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: 22,354 shares; 2025Q1: 20,894 shares; 2025Q2: 4,061 shares; 2025Q3: not reported; 2025Q4: 18,597 shares; 2026Q1: 18,098 shares; 2026Q2: 18,234 shares 18,234 $1.74M 0.17% +136 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: 18,231 shares; 2025Q1: 17,685 shares; 2025Q2: 15,036 shares; 2025Q3: 15,180 shares; 2025Q4: 15,690 shares; 2026Q1: 13,026 shares; 2026Q2: 13,646 shares 13,646 $1.73M 0.17% +620 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: 10,082 shares 10,082 $1.72M 0.17% new Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 11,109 shares; 2025Q4: 56,179 shares; 2026Q1: 56,265 shares; 2026Q2: 55,372 shares 55,372 $1.7M 0.16% -893 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 5,138 shares; 2026Q2: 6,004 shares 6,004 $1.67M 0.16% +866 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,712 shares; 2025Q1: 61,606 shares; 2025Q2: 18,699 shares; 2025Q3: 12,705 shares; 2025Q4: 56,430 shares; 2026Q1: 56,639 shares; 2026Q2: 56,834 shares 56,834 $1.67M 0.16% +195 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: 4,214 shares; 2025Q1: 4,092 shares; 2025Q2: 1,628 shares; 2025Q3: 1,462 shares; 2025Q4: 5,088 shares; 2026Q1: 5,469 shares; 2026Q2: 5,904 shares 5,904 $1.66M 0.16% +435 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: 164,912 shares; 2025Q1: 173,844 shares; 2025Q2: 13,263 shares; 2025Q3: 7,990 shares; 2025Q4: 43,824 shares; 2026Q1: 50,701 shares; 2026Q2: 51,530 shares 51,530 $1.63M 0.16% +829 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,824 shares; 2025Q1: 19,552 shares; 2025Q2: 25,311 shares; 2025Q3: 24,366 shares; 2025Q4: 45,395 shares; 2026Q1: 45,067 shares; 2026Q2: 38,904 shares 38,904 $1.62M 0.16% -6,163 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,543 shares; 2026Q2: 6,413 shares 6,413 $1.53M 0.15% +870 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: 2,914 shares; 2025Q1: 2,416 shares; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 2,519 shares; 2026Q1: 1,514 shares; 2026Q2: 10,701 shares 10,701 $1.53M 0.15% +9,187 Timeline UJUN 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: 16,795 shares; 2025Q1: 15,353 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,510 shares; 2026Q1: 25,356 shares; 2026Q2: 39,322 shares 39,322 $1.52M 0.15% +13,966 Timeline DDWM 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: 43,059 shares; 2025Q1: 32,030 shares; 2025Q2: 9,246 shares; 2025Q3: not reported; 2025Q4: 33,989 shares; 2026Q1: 33,024 shares; 2026Q2: 32,735 shares 32,735 $1.51M 0.15% -289 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: 2,547 shares; 2025Q1: 4,815 shares; 2025Q2: 2,940 shares; 2025Q3: 3,682 shares; 2025Q4: 4,989 shares; 2026Q1: 4,056 shares; 2026Q2: 4,176 shares 4,176 $1.48M 0.14% +120 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: 5,738 shares; 2025Q1: 5,429 shares; 2025Q2: 3,208 shares; 2025Q3: 4,229 shares; 2025Q4: 6,119 shares; 2026Q1: 4,954 shares; 2026Q2: 5,379 shares 5,379 $1.45M 0.14% +425 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 707 shares; 2025Q1: 747 shares; 2025Q2: 622 shares; 2025Q3: 619 shares; 2025Q4: 729 shares; 2026Q1: 793 shares; 2026Q2: 848 shares 848 $1.44M 0.14% +55 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,821 shares; 2025Q1: 39,971 shares; 2025Q2: 36,661 shares; 2025Q3: 39,273 shares; 2025Q4: 41,060 shares; 2026Q1: 31,864 shares; 2026Q2: 34,830 shares 34,830 $1.43M 0.14% +2,966 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,027 shares; 2026Q2: 5,959 shares 5,959 $1.42M 0.14% +932 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: 108,171 shares; 2025Q1: 117,645 shares; 2025Q2: 11,736 shares; 2025Q3: 10,808 shares; 2025Q4: 10,574 shares; 2026Q1: 10,162 shares; 2026Q2: 9,568 shares 9,568 $1.4M 0.14% -594 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,920 shares; 2025Q1: 33,665 shares; 2025Q2: 32,762 shares; 2025Q3: 31,510 shares; 2025Q4: 30,033 shares; 2026Q1: 23,995 shares; 2026Q2: 23,995 shares 23,995 $1.35M 0.13% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,097 shares; 2026Q2: 5,442 shares 5,442 $1.35M 0.13% +1,345 Timeline ZAUG 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: 48,286 shares; 2026Q1: 48,285 shares; 2026Q2: 48,285 shares 48,285 $1.33M 0.13% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 13,536 shares; 2026Q2: 12,257 shares 12,257 $1.32M 0.13% -1,279 Timeline PJIO PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,430 shares; 2025Q1: 30,659 shares; 2025Q2: 8,823 shares; 2025Q3: 6,221 shares; 2025Q4: 35,431 shares; 2026Q1: 36,059 shares; 2026Q2: 18,942 shares 18,942 $1.32M 0.13% -17,117 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: 10,024 shares; 2025Q1: 10,343 shares; 2025Q2: 9,244 shares; 2025Q3: 9,169 shares; 2025Q4: 9,604 shares; 2026Q1: 10,398 shares; 2026Q2: 8,868 shares 8,868 $1.32M 0.13% -1,530 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,006 shares; 2025Q1: 17,553 shares; 2025Q2: 14,873 shares; 2025Q3: 15,811 shares; 2025Q4: 16,450 shares; 2026Q1: 12,744 shares; 2026Q2: 13,670 shares 13,670 $1.31M 0.13% +926 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: not reported; 2026Q1: not reported; 2026Q2: 37,097 shares 37,097 $1.3M 0.13% new 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: 27,799 shares; 2025Q1: 30,626 shares; 2025Q2: 31,574 shares; 2025Q3: 31,476 shares; 2025Q4: 30,493 shares; 2026Q1: 25,454 shares; 2026Q2: 25,350 shares 25,350 $1.26M 0.12% -104 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,056 shares; 2026Q2: 24,759 shares 24,759 $1.25M 0.12% -1,297 Timeline FNY 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: 12,012 shares; 2025Q1: 12,248 shares; 2025Q2: 11,305 shares; 2025Q3: 11,245 shares; 2025Q4: 11,245 shares; 2026Q1: 11,245 shares; 2026Q2: 11,245 shares 11,245 $1.25M 0.12% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,450 shares; 2025Q2: 118,041 shares; 2025Q3: 121,609 shares; 2025Q4: 122,621 shares; 2026Q1: 20,167 shares; 2026Q2: 16,306 shares 16,306 $1.23M 0.12% -3,861 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,545 shares; 2025Q1: 12,671 shares; 2025Q2: 15,736 shares; 2025Q3: 15,736 shares; 2025Q4: 15,465 shares; 2026Q1: 12,997 shares; 2026Q2: 12,932 shares 12,932 $1.23M 0.12% -65 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,841 shares; 2025Q1: 86,480 shares; 2025Q2: 15,103 shares; 2025Q3: not reported; 2025Q4: 33,931 shares; 2026Q1: 33,344 shares; 2026Q2: 31,885 shares 31,885 $1.21M 0.12% -1,459 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 loaded; 2024Q4: 15,952 shares; 2025Q1: 17,675 shares; 2025Q2: 17,433 shares; 2025Q3: 17,181 shares; 2025Q4: 16,826 shares; 2026Q1: 12,760 shares; 2026Q2: 12,754 shares 12,754 $1.21M 0.12% -6 Timeline KJAN 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: 71,862 shares; 2025Q1: 70,163 shares; 2025Q2: 13,291 shares; 2025Q3: not reported; 2025Q4: 27,021 shares; 2026Q1: 26,545 shares; 2026Q2: 26,214 shares 26,214 $1.2M 0.12% -331 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: 3,280 shares; 2025Q1: 4,329 shares; 2025Q2: 1,759 shares; 2025Q3: 1,408 shares; 2025Q4: 2,220 shares; 2026Q1: 2,616 shares; 2026Q2: 2,047 shares 2,047 $1.19M 0.12% -569 Timeline PFEB 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: 23,431 shares; 2025Q1: 20,692 shares; 2025Q2: 6,894 shares; 2025Q3: 6,273 shares; 2025Q4: 20,949 shares; 2026Q1: 27,822 shares; 2026Q2: 27,521 shares 27,521 $1.19M 0.11% -301 Timeline IJJ 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: 9,335 shares; 2025Q1: 9,383 shares; 2025Q2: 3,812 shares; 2025Q3: 3,004 shares; 2025Q4: 7,839 shares; 2026Q1: 7,834 shares; 2026Q2: 8,000 shares 8,000 $1.18M 0.11% +166 Timeline ZDEK 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: 15,774 shares; 2025Q1: 28,311 shares; 2025Q2: 23,305 shares; 2025Q3: 19,226 shares; 2025Q4: 44,279 shares; 2026Q1: 44,279 shares; 2026Q2: 44,659 shares 44,659 $1.18M 0.11% +380 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: 1,366 shares; 2025Q1: 1,691 shares; 2025Q2: 1,753 shares; 2025Q3: 1,810 shares; 2025Q4: 1,805 shares; 2026Q1: 1,545 shares; 2026Q2: 1,859 shares 1,859 $1.18M 0.11% +314 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,051 shares; 2025Q1: 2,152 shares; 2025Q2: 2,205 shares; 2025Q3: 2,240 shares; 2025Q4: 2,230 shares; 2026Q1: 1,700 shares; 2026Q2: 1,414 shares 1,414 $1.17M 0.11% -286 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: 11,843 shares; 2025Q1: 11,977 shares; 2025Q2: 9,727 shares; 2025Q3: 9,558 shares; 2025Q4: 9,935 shares; 2026Q1: 10,374 shares; 2026Q2: 10,041 shares 10,041 $1.17M 0.11% -333 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: 15,508 shares; 2025Q1: 15,530 shares; 2025Q2: 5,317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,360 shares; 2026Q2: 21,575 shares 21,575 $1.17M 0.11% +215 Timeline DHS 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: 12,435 shares; 2025Q1: 11,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,743 shares; 2026Q1: 10,196 shares; 2026Q2: 10,242 shares 10,242 $1.16M 0.11% +46 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: 5,807 shares; 2025Q1: 5,794 shares; 2025Q2: 4,029 shares; 2025Q3: 23,154 shares; 2025Q4: 25,069 shares; 2026Q1: 11,600 shares; 2026Q2: 11,904 shares 11,904 $1.15M 0.11% +304 Timeline ZJUN 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: 20,792 shares; 2025Q3: 20,792 shares; 2025Q4: 20,792 shares; 2026Q1: not reported; 2026Q2: 40,222 shares 40,222 $1.1M 0.11% new 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: 2,848 shares; 2025Q1: 2,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,634 shares; 2026Q2: 4,643 shares 4,643 $1.1M 0.11% +9 Timeline DFAI 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: 15,122 shares; 2025Q1: 15,169 shares; 2025Q2: 15,367 shares; 2025Q3: 14,947 shares; 2025Q4: 15,048 shares; 2026Q1: 23,455 shares; 2026Q2: 26,238 shares 26,238 $1.08M 0.1% +2,783 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 18,520 shares; 2026Q1: 13,873 shares; 2026Q2: 13,879 shares 13,879 $1.08M 0.1% +6 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: 1,984 shares; 2025Q1: 2,028 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 2,045 shares; 2026Q1: 2,057 shares; 2026Q2: 2,058 shares 2,058 $1.06M 0.1% +1 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: 7,892 shares; 2025Q1: 7,421 shares; 2025Q2: 4,801 shares; 2025Q3: 4,631 shares; 2025Q4: 12,332 shares; 2026Q1: 8,728 shares; 2026Q2: 8,218 shares 8,218 $1.06M 0.1% -510 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: 3,830 shares; 2025Q1: 4,226 shares; 2025Q2: 1,628 shares; 2025Q3: 1,577 shares; 2025Q4: 4,228 shares; 2026Q1: 4,362 shares; 2026Q2: 4,239 shares 4,239 $1.04M 0.1% -123 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,217 shares; 2025Q1: 2,170 shares; 2025Q2: 2,618 shares; 2025Q3: 2,070 shares; 2025Q4: 1,991 shares; 2026Q1: 2,260 shares; 2026Q2: 2,016 shares 2,016 $1.04M 0.1% -244 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: 6,053 shares; 2025Q1: 6,153 shares; 2025Q2: 3,099 shares; 2025Q3: 2,582 shares; 2025Q4: 6,181 shares; 2026Q1: 6,208 shares; 2026Q2: 5,611 shares 5,611 $1.04M 0.1% -597 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: 10,027 shares; 2025Q1: 10,081 shares; 2025Q2: 9,344 shares; 2025Q3: 9,300 shares; 2025Q4: 9,338 shares; 2026Q1: 9,346 shares; 2026Q2: 8,854 shares 8,854 $1M 0.1% -492 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,119 shares; 2026Q2: 7,001 shares 7,001 $978K 0.09% +2,882 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,287 shares; 2025Q1: 8,692 shares; 2025Q2: 2,765 shares; 2025Q3: 6,193 shares; 2025Q4: 11,723 shares; 2026Q1: 7,394 shares; 2026Q2: 8,835 shares 8,835 $977K 0.09% +1,441 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 49,513 shares; 2026Q1: 46,414 shares; 2026Q2: 46,414 shares 46,414 $977K 0.09% 0 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: 4,611 shares; 2025Q1: 7,367 shares; 2025Q2: 5,100 shares; 2025Q3: 5,311 shares; 2025Q4: 6,715 shares; 2026Q1: 6,724 shares; 2026Q2: 6,639 shares 6,639 $973K 0.09% -85 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: 11,487 shares; 2025Q1: 11,002 shares; 2025Q2: 4,316 shares; 2025Q3: 6,302 shares; 2025Q4: 10,796 shares; 2026Q1: 10,074 shares; 2026Q2: 10,312 shares 10,312 $936K 0.09% +238 Timeline ZFEB 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: 13,220 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,207 shares; 2026Q2: 35,207 shares 35,207 $915K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,355 shares; 2026Q2: 5,440 shares 5,440 $912K 0.09% +1,085 Timeline IBDR 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: 48,257 shares; 2026Q2: 37,172 shares 37,172 $901K 0.09% -11,085 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,834 shares; 2026Q2: 8,560 shares 8,560 $889K 0.09% +2,726 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: 73,198 shares; 2025Q1: 25,265 shares; 2025Q2: 11,927 shares; 2025Q3: 12,022 shares; 2025Q4: 20,156 shares; 2026Q1: 18,789 shares; 2026Q2: 20,577 shares 20,577 $871K 0.08% +1,788 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: 4,740 shares; 2025Q1: 4,825 shares; 2025Q2: 1,645 shares; 2025Q3: 2,570 shares; 2025Q4: 4,582 shares; 2026Q1: 3,123 shares; 2026Q2: 2,510 shares 2,510 $855K 0.08% -613 Timeline TLT 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: 9,324 shares; 2025Q1: 9,045 shares; 2025Q2: not reported; 2025Q3: 2,950 shares; 2025Q4: 8,354 shares; 2026Q1: 9,495 shares; 2026Q2: 9,813 shares 9,813 $848K 0.08% +318 Timeline DON 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: 12,521 shares; 2025Q1: 11,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,168 shares; 2026Q1: 15,018 shares; 2026Q2: 14,797 shares 14,797 $836K 0.08% -221 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: 8,313 shares; 2025Q1: 8,842 shares; 2025Q2: 3,040 shares; 2025Q3: 4,829 shares; 2025Q4: 8,887 shares; 2026Q1: 8,849 shares; 2026Q2: 7,592 shares 7,592 $828K 0.08% -1,257 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,853 shares; 2025Q1: 6,916 shares; 2025Q2: 7,187 shares; 2025Q3: 7,493 shares; 2025Q4: 7,447 shares; 2026Q1: 9,426 shares; 2026Q2: 9,654 shares 9,654 $794K 0.08% +228 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,131 shares; 2025Q1: 2,052 shares; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 2,474 shares; 2026Q1: 2,418 shares; 2026Q2: 3,309 shares 3,309 $787K 0.08% +891 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: not reported; 2025Q1: 314 shares; 2025Q2: 258 shares; 2025Q3: 250 shares; 2025Q4: 234 shares; 2026Q1: 279 shares; 2026Q2: 2,580 shares 2,580 $778K 0.08% +2,301 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: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 998 shares; 2026Q1: 1,494 shares; 2026Q2: 6,213 shares 6,213 $772K 0.07% +4,719 Timeline IGLB 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: 15,040 shares; 2025Q1: 15,935 shares; 2025Q2: not reported; 2025Q3: 4,387 shares; 2025Q4: 14,150 shares; 2026Q1: 14,686 shares; 2026Q2: 15,148 shares 15,148 $758K 0.07% +462 Timeline FV 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: 61,763 shares; 2026Q2: 9,903 shares 9,903 $751K 0.07% -51,860 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: 5,100 shares; 2025Q1: 5,142 shares; 2025Q2: 1,657 shares; 2025Q3: 2,919 shares; 2025Q4: 5,485 shares; 2026Q1: 3,463 shares; 2026Q2: 3,375 shares 3,375 $744K 0.07% -88 Timeline IBDX 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: 12,044 shares; 2026Q2: 29,049 shares 29,049 $732K 0.07% +17,005 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182,824 shares; 2025Q1: 179,596 shares; 2025Q2: 177,679 shares; 2025Q3: 180,159 shares; 2025Q4: 181,309 shares; 2026Q1: 158,109 shares; 2026Q2: 158,109 shares 158,109 $730K 0.07% 0 Timeline AVUS 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 loaded; 2024Q4: 3,607 shares; 2025Q1: 3,407 shares; 2025Q2: 2,719 shares; 2025Q3: 2,726 shares; 2025Q4: 2,508 shares; 2026Q1: 5,677 shares; 2026Q2: 5,694 shares 5,694 $729K 0.07% +17 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 1,849 shares; 2026Q2: 2,442 shares 2,442 $727K 0.07% +593 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: 5,982 shares; 2025Q1: 5,589 shares; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 7,934 shares; 2026Q1: 6,310 shares; 2026Q2: 6,682 shares 6,682 $718K 0.07% +372 Timeline BALT 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: 9,216 shares; 2026Q2: 20,930 shares 20,930 $717K 0.07% +11,714 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,927 shares; 2025Q1: 54,571 shares; 2025Q2: 10,740 shares; 2025Q3: not reported; 2025Q4: 20,333 shares; 2026Q1: 20,117 shares; 2026Q2: 19,983 shares 19,983 $712K 0.07% -134 Timeline FFEB 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: 27,400 shares; 2025Q1: 27,400 shares; 2025Q2: 24,726 shares; 2025Q3: 11,619 shares; 2025Q4: 11,619 shares; 2026Q1: 11,619 shares; 2026Q2: 11,619 shares 11,619 $709K 0.07% 0 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: 8,043 shares; 2025Q1: 7,269 shares; 2025Q2: 4,491 shares; 2025Q3: 6,612 shares; 2025Q4: 9,428 shares; 2026Q1: 7,773 shares; 2026Q2: 8,476 shares 8,476 $689K 0.07% +703 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,929 shares; 2025Q1: 4,874 shares; 2025Q2: not reported; 2025Q3: 2,568 shares; 2025Q4: 5,425 shares; 2026Q1: 3,530 shares; 2026Q2: 3,711 shares 3,711 $687K 0.07% +181 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,835 shares 2,835 $674K 0.07% new Timeline DGS 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: 11,913 shares; 2025Q1: 10,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,342 shares; 2026Q1: 9,005 shares; 2026Q2: 10,383 shares 10,383 $672K 0.07% +1,378 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,075 shares; 2025Q1: 5,208 shares; 2025Q2: not reported; 2025Q3: 3,276 shares; 2025Q4: 7,638 shares; 2026Q1: 4,952 shares; 2026Q2: 5,952 shares 5,952 $670K 0.06% +1,000 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: 14,906 shares; 2025Q1: 14,636 shares; 2025Q2: 12,792 shares; 2025Q3: 12,607 shares; 2025Q4: 9,620 shares; 2026Q1: 14,952 shares; 2026Q2: 7,560 shares 7,560 $664K 0.06% -7,392 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: 7,069 shares; 2025Q1: 6,891 shares; 2025Q2: 2,031 shares; 2025Q3: 4,087 shares; 2025Q4: 8,203 shares; 2026Q1: 5,437 shares; 2026Q2: 5,513 shares 5,513 $646K 0.06% +76 Timeline FQAL 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: 9,187 shares; 2025Q1: 9,187 shares; 2025Q2: 7,937 shares; 2025Q3: 7,868 shares; 2025Q4: 7,868 shares; 2026Q1: 7,868 shares; 2026Q2: 7,868 shares 7,868 $640K 0.06% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 50,131 shares; 2026Q1: 29,637 shares; 2026Q2: 32,710 shares 32,710 $625K 0.06% +3,073 Timeline DES 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: 16,874 shares; 2025Q1: 15,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,231 shares; 2026Q1: 15,102 shares; 2026Q2: 15,093 shares 15,093 $614K 0.06% -9 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,550 shares; 2025Q1: 5,844 shares; 2025Q2: 4,489 shares; 2025Q3: 5,355 shares; 2025Q4: 6,187 shares; 2026Q1: 5,025 shares; 2026Q2: 6,237 shares 6,237 $613K 0.06% +1,212 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 11,113 shares; 2026Q2: 14,135 shares 14,135 $613K 0.06% +3,022 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,575 shares; 2026Q2: 10,424 shares 10,424 $589K 0.06% -151 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,611 shares; 2025Q1: 69,111 shares; 2025Q2: 56,969 shares; 2025Q3: 57,785 shares; 2025Q4: 75,779 shares; 2026Q1: 76,210 shares; 2026Q2: 73,260 shares 73,260 $587K 0.06% -2,950 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,509 shares; 2025Q1: 1,479 shares; 2025Q2: 466 shares; 2025Q3: 868 shares; 2025Q4: 1,691 shares; 2026Q1: 1,162 shares; 2026Q2: 1,435 shares 1,435 $584K 0.06% +273 Timeline DDFN 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: 28,900 shares; 2026Q1: 28,900 shares; 2026Q2: 28,683 shares 28,683 $576K 0.06% -217 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,489 shares; 2025Q1: 3,680 shares; 2025Q2: 1,209 shares; 2025Q3: 2,138 shares; 2025Q4: 4,323 shares; 2026Q1: 2,963 shares; 2026Q2: 3,379 shares 3,379 $575K 0.06% +416 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,873 shares; 2025Q1: 4,365 shares; 2025Q2: 1,331 shares; 2025Q3: 2,633 shares; 2025Q4: 5,308 shares; 2026Q1: 3,488 shares; 2026Q2: 3,326 shares 3,326 $573K 0.06% -162 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 24,429 shares; 2026Q2: 28,665 shares 28,665 $564K 0.05% +4,236 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,113 shares; 2026Q1: 5,771 shares; 2026Q2: 5,401 shares 5,401 $559K 0.05% -370 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: 12,256 shares; 2025Q1: 12,463 shares; 2025Q2: 14,091 shares; 2025Q3: 12,898 shares; 2025Q4: 14,140 shares; 2026Q1: 14,271 shares; 2026Q2: 15,126 shares 15,126 $556K 0.05% +855 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 860 shares; 2026Q1: 996 shares; 2026Q2: 779 shares 779 $556K 0.05% -217 Timeline PRF 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: 9,933 shares; 2025Q1: 9,977 shares; 2025Q2: 10,017 shares; 2025Q3: 10,057 shares; 2025Q4: 10,095 shares; 2026Q1: 10,133 shares; 2026Q2: 10,164 shares 10,164 $549K 0.05% +31 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,335 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,335 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $549K 0.05% 0 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: 1,162 shares; 2025Q1: 922 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 629 shares; 2026Q1: 715 shares; 2026Q2: 744 shares 744 $548K 0.05% +29 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,399 shares; 2026Q2: 10,780 shares 10,780 $545K 0.05% -619 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: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,728 shares; 2025Q3: 3,728 shares; 2025Q4: 3,930 shares; 2026Q1: 3,945 shares; 2026Q2: 3,945 shares 3,945 $543K 0.05% 0 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: 12,111 shares; 2025Q1: 12,193 shares; 2025Q2: 2,877 shares; 2025Q3: 1,773 shares; 2025Q4: 9,613 shares; 2026Q1: 12,034 shares; 2026Q2: 2,537 shares 2,537 $540K 0.05% -9,497 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,122 shares; 2025Q1: 2,101 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 2,028 shares; 2026Q1: 2,104 shares; 2026Q2: 2,224 shares 2,224 $539K 0.05% +120 Timeline FNCL 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: 10,071 shares; 2025Q1: 10,183 shares; 2025Q2: 9,519 shares; 2025Q3: 9,519 shares; 2025Q4: 7,391 shares; 2026Q1: 6,991 shares; 2026Q2: 6,991 shares 6,991 $535K 0.05% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,670 shares; 2025Q1: 10,689 shares; 2025Q2: not reported; 2025Q3: 5,214 shares; 2025Q4: 13,912 shares; 2026Q1: 11,325 shares; 2026Q2: 15,279 shares 15,279 $532K 0.05% +3,954 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,041 shares; 2026Q2: 5,652 shares 5,652 $527K 0.05% -389 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: 8,366 shares; 2025Q1: 8,386 shares; 2025Q2: 6,937 shares; 2025Q3: 6,956 shares; 2025Q4: 7,089 shares; 2026Q1: 7,282 shares; 2026Q2: 7,355 shares 7,355 $524K 0.05% +73 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,607 shares; 2026Q1: 9,786 shares; 2026Q2: 9,167 shares 9,167 $517K 0.05% -619 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: 2,470 shares; 2025Q1: 2,535 shares; 2025Q2: 2,751 shares; 2025Q3: 2,816 shares; 2025Q4: 2,939 shares; 2026Q1: 2,988 shares; 2026Q2: 2,701 shares 2,701 $513K 0.05% -287 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: 3,030 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,020 shares 5,020 $497K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,139 shares; 2025Q1: 45,601 shares; 2025Q2: 10,027 shares; 2025Q3: 11,393 shares; 2025Q4: 40,259 shares; 2026Q1: 38,387 shares; 2026Q2: 35,403 shares 35,403 $492K 0.05% -2,984 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: 7,196 shares; 2025Q1: 6,470 shares; 2025Q2: 1,256 shares; 2025Q3: 1,105 shares; 2025Q4: 1,387 shares; 2026Q1: 1,458 shares; 2026Q2: 1,179 shares 1,179 $490K 0.05% -279 Timeline DFAE 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: 9,388 shares; 2025Q1: 9,397 shares; 2025Q2: 9,471 shares; 2025Q3: 9,376 shares; 2025Q4: 9,355 shares; 2026Q1: 11,769 shares; 2026Q2: 12,126 shares 12,126 $488K 0.05% +357 Timeline FJAN 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: 9,737 shares; 2025Q1: 9,678 shares; 2025Q2: 8,833 shares; 2025Q3: 8,833 shares; 2025Q4: 8,833 shares; 2026Q1: 8,833 shares; 2026Q2: 8,833 shares 8,833 $487K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,979 shares 1,979 $481K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,518 shares; 2026Q2: 5,885 shares 5,885 $474K 0.05% +4,367 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: 26,718 shares; 2025Q1: 29,202 shares; 2025Q2: 29,873 shares; 2025Q3: 5,843 shares; 2025Q4: 7,015 shares; 2026Q1: 5,314 shares; 2026Q2: 4,619 shares 4,619 $472K 0.05% -695 Timeline UOCT 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: 15,184 shares; 2026Q1: 11,423 shares; 2026Q2: 11,423 shares 11,423 $470K 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,931 shares; 2025Q1: 9,670 shares; 2025Q2: 9,990 shares; 2025Q3: 11,719 shares; 2025Q4: 7,286 shares; 2026Q1: 6,245 shares; 2026Q2: 6,397 shares 6,397 $462K 0.04% +152 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,225 shares; 2025Q1: 13,304 shares; 2025Q2: 17,411 shares; 2025Q3: 17,722 shares; 2025Q4: 7,430 shares; 2026Q1: 9,883 shares; 2026Q2: 10,114 shares 10,114 $460K 0.04% +231 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,422 shares; 2025Q1: 22,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,362 shares; 2026Q1: 22,467 shares; 2026Q2: 21,341 shares 21,341 $457K 0.04% -1,126 Timeline UFEB 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: 11,574 shares; 2026Q2: 11,574 shares 11,574 $447K 0.04% 0 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS 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: 20,611 shares; 2026Q2: 17,717 shares 17,717 $442K 0.04% -2,894 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,841 shares; 2025Q1: 11,405 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,646 shares; 2026Q1: 7,473 shares; 2026Q2: 7,121 shares 7,121 $440K 0.04% -352 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,590 shares 1,590 $439K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,451 shares; 2025Q1: 2,714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares; 2026Q2: 599 shares 599 $433K 0.04% -147 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,648 shares; 2025Q1: 67,989 shares; 2025Q2: 64,900 shares; 2025Q3: 68,782 shares; 2025Q4: 71,343 shares; 2026Q1: 71,493 shares; 2026Q2: 66,792 shares 66,792 $432K 0.04% -4,701 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,901 shares 1,901 $432K 0.04% new Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,691 shares; 2026Q1: 12,487 shares; 2026Q2: 11,046 shares 11,046 $428K 0.04% -1,441 Timeline DUHP 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: 8,347 shares; 2025Q1: 8,368 shares; 2025Q2: 8,396 shares; 2025Q3: 8,419 shares; 2025Q4: 8,435 shares; 2026Q1: 8,460 shares; 2026Q2: 10,212 shares 10,212 $426K 0.04% +1,752 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,482 shares; 2025Q1: 10,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,221 shares; 2026Q1: 8,619 shares; 2026Q2: 8,216 shares 8,216 $426K 0.04% -403 Timeline PAPR 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: 65,667 shares; 2025Q1: 63,109 shares; 2025Q2: 19,842 shares; 2025Q3: 10,669 shares; 2025Q4: 12,806 shares; 2026Q1: 10,669 shares; 2026Q2: 10,075 shares 10,075 $425K 0.04% -594 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,764 shares; 2026Q2: 9,357 shares 9,357 $424K 0.04% +1,593 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: 3,294 shares; 2025Q1: 3,242 shares; 2025Q2: 3,266 shares; 2025Q3: 3,592 shares; 2025Q4: 3,644 shares; 2026Q1: 4,324 shares; 2026Q2: 4,396 shares 4,396 $424K 0.04% +72 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 3,889 shares; 2026Q2: 3,899 shares 3,899 $421K 0.04% +10 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 1,187 shares; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: 1,341 shares; 2026Q1: 927 shares; 2026Q2: 1,318 shares 1,318 $420K 0.04% +391 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,179 shares; 2026Q1: 17,768 shares; 2026Q2: 10,312 shares 10,312 $418K 0.04% -7,456 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,196 shares; 2025Q1: 12,142 shares; 2025Q2: 1,387 shares; 2025Q3: 1,230 shares; 2025Q4: 1,191 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $415K 0.04% 0 Timeline FDMO 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: 5,306 shares; 2025Q1: 5,229 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares; 2026Q1: 4,168 shares; 2026Q2: 4,168 shares 4,168 $411K 0.04% 0 Timeline JAJL 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: 21,868 shares; 2025Q1: 23,115 shares; 2025Q2: 8,009 shares; 2025Q3: not reported; 2025Q4: 13,497 shares; 2026Q1: 13,497 shares; 2026Q2: 13,497 shares 13,497 $404K 0.04% 0 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: 1,338 shares; 2025Q1: 1,238 shares; 2025Q2: 1,188 shares; 2025Q3: 1,176 shares; 2025Q4: 1,042 shares; 2026Q1: 1,528 shares; 2026Q2: 1,473 shares 1,473 $401K 0.04% -55 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,164 shares; 2025Q3: 1,077 shares; 2025Q4: 1,722 shares; 2026Q1: 1,655 shares; 2026Q2: 1,671 shares 1,671 $398K 0.04% +16 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,885 shares; 2025Q1: 8,885 shares; 2025Q2: 8,809 shares; 2025Q3: 8,560 shares; 2025Q4: 8,560 shares; 2026Q1: 8,665 shares; 2026Q2: 8,665 shares 8,665 $394K 0.04% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS 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: 6,088 shares; 2026Q1: 5,507 shares; 2026Q2: 5,243 shares 5,243 $390K 0.04% -264 Timeline IBHF 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: 18,070 shares; 2026Q2: 17,137 shares 17,137 $388K 0.04% -933 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: 998 shares; 2025Q2: 999 shares; 2025Q3: 991 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 990 shares 990 $386K 0.04% -1 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: 801 shares; 2025Q1: 755 shares; 2025Q2: 676 shares; 2025Q3: 672 shares; 2025Q4: 718 shares; 2026Q1: 757 shares; 2026Q2: 757 shares 757 $386K 0.04% 0 Timeline AVDV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,716 shares 3,716 $383K 0.04% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,288 shares; 2025Q1: 63,268 shares; 2025Q2: 62,277 shares; 2025Q3: 61,443 shares; 2025Q4: 19,198 shares; 2026Q1: 22,541 shares; 2026Q2: 20,338 shares 20,338 $377K 0.04% -2,203 Timeline ZJUL 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: 18,595 shares; 2026Q1: 12,521 shares; 2026Q2: 12,521 shares 12,521 $375K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,640 shares 8,640 $373K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,591 shares; 2025Q1: 1,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,739 shares; 2026Q1: 1,470 shares; 2026Q2: 1,241 shares 1,241 $373K 0.04% -229 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: 10,409 shares; 2025Q1: 10,493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,943 shares; 2026Q1: 8,170 shares; 2026Q2: 7,817 shares 7,817 $372K 0.04% -353 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: 4,529 shares; 2025Q1: 4,543 shares; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 15,236 shares; 2026Q1: 1,615 shares; 2026Q2: 2,000 shares 2,000 $371K 0.04% +385 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,734 shares; 2025Q1: 38,637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,350 shares; 2026Q1: 29,367 shares; 2026Q2: 24,582 shares 24,582 $370K 0.04% -4,785 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099 shares; 2026Q2: 989 shares 989 $370K 0.04% -110 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: 11,521 shares; 2025Q1: 11,555 shares; 2025Q2: not reported; 2025Q3: 2,701 shares; 2025Q4: 8,207 shares; 2026Q1: 6,135 shares; 2026Q2: 4,716 shares 4,716 $369K 0.04% -1,419 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: not reported; 2025Q2: 2,191 shares; 2025Q3: 2,196 shares; 2025Q4: 2,198 shares; 2026Q1: 2,186 shares; 2026Q2: 1,838 shares 1,838 $369K 0.04% -348 Timeline EEM 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: 5,366 shares 5,366 $367K 0.04% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,468 shares; 2026Q2: 3,438 shares 3,438 $366K 0.04% -30 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,185 shares; 2025Q1: 3,407 shares; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 3,277 shares; 2026Q1: 2,081 shares; 2026Q2: 3,115 shares 3,115 $364K 0.04% +1,034 Timeline PMAY 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: 62,855 shares; 2025Q1: 60,395 shares; 2025Q2: 18,009 shares; 2025Q3: 8,800 shares; 2025Q4: 8,824 shares; 2026Q1: 8,800 shares; 2026Q2: 8,800 shares 8,800 $363K 0.04% 0 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: 2,165 shares; 2025Q1: 2,161 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,078 shares; 2026Q1: 1,258 shares; 2026Q2: 1,258 shares 1,258 $359K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,040 shares; 2025Q1: 1,065 shares; 2025Q2: 932 shares; 2025Q3: 997 shares; 2025Q4: 1,112 shares; 2026Q1: 1,179 shares; 2026Q2: 2,853 shares 2,853 $355K 0.03% +1,674 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: 5,012 shares; 2025Q1: 5,704 shares; 2025Q2: 4,867 shares; 2025Q3: 5,825 shares; 2025Q4: 5,754 shares; 2026Q1: 4,767 shares; 2026Q2: 4,276 shares 4,276 $353K 0.03% -491 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 709 shares; 2026Q2: 562 shares 562 $347K 0.03% -147 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: 4,730 shares; 2025Q1: 1,687 shares; 2025Q2: 1,685 shares; 2025Q3: 1,407 shares; 2025Q4: 1,385 shares; 2026Q1: 1,463 shares; 2026Q2: 1,351 shares 1,351 $345K 0.03% -112 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,005 shares; 2025Q4: 7,519 shares; 2026Q1: 7,519 shares; 2026Q2: 7,519 shares 7,519 $343K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,378 shares 4,378 $341K 0.03% new Timeline FIDU 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: 4,714 shares; 2025Q1: 4,613 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares; 2026Q2: 3,424 shares 3,424 $341K 0.03% 0 Timeline CUBE CUBESMART More: the full row for CUBESMART 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: 9,634 shares; 2026Q1: 8,817 shares; 2026Q2: 8,573 shares 8,573 $341K 0.03% -244 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,424 shares; 2025Q1: 6,066 shares; 2025Q2: 5,961 shares; 2025Q3: 5,011 shares; 2025Q4: 7,670 shares; 2026Q1: 7,457 shares; 2026Q2: 8,304 shares 8,304 $341K 0.03% +847 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209 shares; 2026Q1: 216 shares; 2026Q2: 167 shares 167 $332K 0.03% -49 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: 7,128 shares; 2025Q1: 7,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,730 shares; 2026Q1: 6,937 shares; 2026Q2: 6,937 shares 6,937 $331K 0.03% 0 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: 3,649 shares; 2025Q1: 2,753 shares; 2025Q2: not reported; 2025Q3: 1,999 shares; 2025Q4: 2,739 shares; 2026Q1: 1,538 shares; 2026Q2: 2,411 shares 2,411 $330K 0.03% +873 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: 13,861 shares; 2025Q1: 14,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,897 shares; 2026Q1: 20,584 shares; 2026Q2: 17,246 shares 17,246 $330K 0.03% -3,338 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P 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: 8,080 shares; 2026Q1: 7,597 shares; 2026Q2: 7,385 shares 7,385 $329K 0.03% -212 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: 8,128 shares; 2025Q1: 7,479 shares; 2025Q2: 5,447 shares; 2025Q3: 5,417 shares; 2025Q4: not reported; 2026Q1: 7,235 shares; 2026Q2: 6,468 shares 6,468 $326K 0.03% -767 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT 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: 16,530 shares; 2026Q2: 16,530 shares 16,530 $322K 0.03% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,551 shares; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 2,557 shares; 2026Q1: not reported; 2026Q2: 2,723 shares 2,723 $321K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 370 shares 370 $318K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 950 shares; 2025Q1: 1,014 shares; 2025Q2: 406 shares; 2025Q3: 471 shares; 2025Q4: 753 shares; 2026Q1: 554 shares; 2026Q2: 322 shares 322 $315K 0.03% -232 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,087 shares; 2025Q1: 1,110 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 695 shares; 2026Q1: 742 shares; 2026Q2: 808 shares 808 $312K 0.03% +66 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,435 shares; 2025Q1: 1,476 shares; 2025Q2: 1,470 shares; 2025Q3: 1,331 shares; 2025Q4: 1,163 shares; 2026Q1: 1,106 shares; 2026Q2: 1,105 shares 1,105 $305K 0.03% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,719 shares; 2026Q2: 732 shares 732 $304K 0.03% -4,987 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,071 shares; 2025Q2: 1,111 shares; 2025Q3: 1,142 shares; 2025Q4: 1,130 shares; 2026Q1: 1,141 shares; 2026Q2: 946 shares 946 $298K 0.03% -195 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares; 2026Q2: 804 shares 804 $296K 0.03% -16 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 284 shares; 2026Q2: 2,469 shares 2,469 $295K 0.03% +2,185 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $291K 0.03% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,592 shares; 2025Q2: 1,579 shares; 2025Q3: 1,576 shares; 2025Q4: 1,740 shares; 2026Q1: 1,696 shares; 2026Q2: 1,525 shares 1,525 $290K 0.03% -171 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,235 shares; 2026Q2: 2,252 shares 2,252 $288K 0.03% +17 Timeline ZOCT 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: 10,385 shares; 2026Q1: 10,385 shares; 2026Q2: 10,385 shares 10,385 $287K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,767 shares; 2026Q2: 1,770 shares 1,770 $287K 0.03% +3 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 1,930 shares 1,930 $286K 0.03% new 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: 23,578 shares; 2025Q1: 4,980 shares; 2025Q2: 1,639 shares; 2025Q3: 1,666 shares; 2025Q4: 1,622 shares; 2026Q1: 1,697 shares; 2026Q2: 1,622 shares 1,622 $285K 0.03% -75 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: not reported; 2025Q1: 1,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,529 shares; 2026Q2: 2,191 shares 2,191 $284K 0.03% -338 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: 7,499 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,955 shares; 2026Q1: 2,205 shares; 2026Q2: 2,028 shares 2,028 $284K 0.03% -177 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,730 shares; 2026Q2: 4,730 shares 4,730 $283K 0.03% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares; 2026Q2: 2,304 shares 2,304 $280K 0.03% +1 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,208 shares; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 3,917 shares; 2025Q4: 3,635 shares; 2026Q1: 3,637 shares; 2026Q2: 3,637 shares 3,637 $276K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,405 shares; 2025Q1: 4,520 shares; 2025Q2: 2,205 shares; 2025Q3: 2,535 shares; 2025Q4: 3,845 shares; 2026Q1: 3,185 shares; 2026Q2: 2,243 shares 2,243 $276K 0.03% -942 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,966 shares; 2026Q1: 5,966 shares; 2026Q2: 5,966 shares 5,966 $274K 0.03% 0 Timeline DDFS 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: 14,423 shares; 2026Q1: 14,423 shares; 2026Q2: 12,437 shares 12,437 $273K 0.03% -1,986 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,660 shares 1,660 $273K 0.03% new 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: 1,332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares; 2026Q1: not reported; 2026Q2: 914 shares 914 $272K 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 7,659 shares; 2026Q1: 7,591 shares; 2026Q2: 6,382 shares 6,382 $272K 0.03% -1,209 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,643 shares 1,643 $272K 0.03% new 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: 1,207 shares 1,207 $270K 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 460 shares; 2026Q1: 452 shares; 2026Q2: 583 shares 583 $268K 0.03% +131 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: 1,207 shares 1,207 $267K 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,276 shares; 2025Q1: 13,929 shares; 2025Q2: 14,069 shares; 2025Q3: 14,182 shares; 2025Q4: 14,322 shares; 2026Q1: 15,048 shares; 2026Q2: 15,044 shares 15,044 $267K 0.03% -4 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: 2,268 shares; 2025Q1: 2,331 shares; 2025Q2: 2,906 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,382 shares; 2026Q2: 1,700 shares 1,700 $266K 0.03% +318 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: 1,322 shares; 2025Q1: 1,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $258K 0.02% new Timeline DFUV 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: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 4,662 shares; 2026Q2: 4,662 shares 4,662 $256K 0.02% 0 Timeline FJUN 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: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $254K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,322 shares 3,322 $254K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,253 shares; 2026Q2: 3,429 shares 3,429 $252K 0.02% +176 Timeline SCHK 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: 6,795 shares; 2026Q2: 6,797 shares 6,797 $245K 0.02% +2 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 1,573 shares; 2025Q4: 1,653 shares; 2026Q1: 1,653 shares; 2026Q2: 1,618 shares 1,618 $245K 0.02% -35 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: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares; 2026Q2: 1,548 shares 1,548 $243K 0.02% -126 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: 2,799 shares; 2025Q1: 2,779 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474 shares; 2026Q1: 466 shares; 2026Q2: 2,798 shares 2,798 $241K 0.02% +2,332 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares; 2026Q2: 3,325 shares 3,325 $239K 0.02% +83 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,591 shares; 2025Q1: 5,583 shares; 2025Q2: 5,835 shares; 2025Q3: 5,881 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,556 shares 1,556 $239K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,079 shares; 2026Q2: 1,064 shares 1,064 $239K 0.02% -15 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 2,352 shares; 2026Q2: 1,877 shares 1,877 $237K 0.02% -475 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: not reported; 2026Q2: 2,422 shares 2,422 $236K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,626 shares; 2025Q1: 9,645 shares; 2025Q2: 6,851 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares; 2026Q1: 5,368 shares; 2026Q2: 5,366 shares 5,366 $236K 0.02% -2 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 430 shares; 2025Q1: 431 shares; 2025Q2: 428 shares; 2025Q3: 421 shares; 2025Q4: 420 shares; 2026Q1: not reported; 2026Q2: 420 shares 420 $235K 0.02% new Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,060 shares; 2026Q1: 12,780 shares; 2026Q2: 5,617 shares 5,617 $232K 0.02% -7,163 Timeline FHLC 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: 3,068 shares; 2025Q1: 3,133 shares; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 2,970 shares 2,970 $229K 0.02% -65 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: 5,638 shares; 2025Q1: 5,275 shares; 2025Q2: 3,605 shares; 2025Q3: 3,484 shares; 2025Q4: 4,545 shares; 2026Q1: not reported; 2026Q2: 2,081 shares 2,081 $228K 0.02% new Timeline CPRT COPART INC More: the full row for COPART 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: 8,004 shares; 2026Q2: 8,002 shares 8,002 $226K 0.02% -2 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,290 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 2,328 shares; 2026Q2: 2,590 shares 2,590 $225K 0.02% +262 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,761 shares; 2025Q1: 11,700 shares; 2025Q2: 11,671 shares; 2025Q3: 11,279 shares; 2025Q4: not reported; 2026Q1: 10,704 shares; 2026Q2: 8,792 shares 8,792 $224K 0.02% -1,912 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: 17,794 shares; 2025Q1: 5,368 shares; 2025Q2: 9,842 shares; 2025Q3: 4,892 shares; 2025Q4: 6,403 shares; 2026Q1: 6,776 shares; 2026Q2: 6,701 shares 6,701 $223K 0.02% -75 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,873 shares; 2026Q2: 2,567 shares 2,567 $219K 0.02% -306 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares; 2026Q2: 1,289 shares 1,289 $218K 0.02% +34 Timeline FSTA 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: 4,185 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares; 2026Q2: 4,117 shares 4,117 $216K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares; 2026Q1: not reported; 2026Q2: 1,468 shares 1,468 $215K 0.02% new Timeline POCT 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: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,630 shares 4,630 $215K 0.02% 0 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: 2,342 shares; 2025Q1: 2,141 shares; 2025Q2: 2,553 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,635 shares 1,635 $214K 0.02% new Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 1,725 shares 1,725 $214K 0.02% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,648 shares 3,648 $212K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,665 shares; 2026Q1: 10,612 shares; 2026Q2: 3,504 shares 3,504 $212K 0.02% -7,108 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: 1,885 shares; 2025Q1: 1,913 shares; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 1,174 shares; 2026Q1: 701 shares; 2026Q2: 426 shares 426 $211K 0.02% -275 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 486 shares 486 $207K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 26,223 shares; 2025Q4: 28,671 shares; 2026Q1: 29,623 shares; 2026Q2: 2,204 shares 2,204 $206K 0.02% -27,419 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,286 shares; 2026Q2: 3,975 shares 3,975 $206K 0.02% -311 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR 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: 13,150 shares; 2026Q2: 13,150 shares 13,150 $204K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares; 2026Q2: 1,957 shares 1,957 $203K 0.02% -200 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 644 shares; 2026Q2: 644 shares 644 $202K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 394 shares 394 $200K 0.02% +1 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares; 2026Q2: 1,882 shares 1,882 $200K 0.02% 0 Timeline DDFD 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: 10,020 shares; 2026Q1: 10,020 shares; 2026Q2: 10,020 shares 10,020 $200K 0.02% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,659 shares; 2025Q2: 13,266 shares; 2025Q3: 12,996 shares; 2025Q4: 12,996 shares; 2026Q1: 12,936 shares; 2026Q2: 12,860 shares 12,860 $172K 0.02% -76 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,804 shares; 2025Q3: 14,148 shares; 2025Q4: 10,354 shares; 2026Q1: 28,884 shares; 2026Q2: 21,145 shares 21,145 $144K 0.01% -7,739 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN 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: 20,595 shares; 2026Q1: 23,133 shares; 2026Q2: 33,546 shares 33,546 $123K 0.01% +10,413 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,767 shares 10,767 $96K 0.01% new Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,019 shares; 2026Q1: 12,281 shares; 2026Q2: 10,187 shares 10,187 $80K 0.01% -2,094 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,089 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,918 shares; 2026Q1: 15,013 shares; 2026Q2: 16,622 shares 16,622 $78.6K 0.01% +1,609 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST 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: 10,696 shares; 2026Q2: 10,715 shares 10,715 $66.5K 0.01% +19 Timeline NNBR NN INC More: the full row for NN 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: 12,199 shares 12,199 $43.8K <0.01% new Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares; 2026Q2: 16,500 shares 16,500 $21.6K <0.01% 0 Timeline