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: 48,800 shares; 2024Q4: 48,800 shares; 2025Q1: 49,000 shares; 2025Q2: 48,600 shares; 2025Q3: 49,930 shares; 2025Q4: 50,930 shares; 2026Q1: 50,930 shares; 2026Q2: 50,930 shares 50,930 $37.5M 18.46% 0 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: 25,317 shares; 2024Q4: 25,620 shares; 2025Q1: 26,048 shares; 2025Q2: 30,259 shares; 2025Q3: 31,664 shares; 2025Q4: 33,034 shares; 2026Q1: 33,034 shares; 2026Q2: 41,428 shares 41,428 $31M 15.27% +8,394 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,314 shares; 2024Q4: 135,564 shares; 2025Q1: 140,397 shares; 2025Q2: 160,675 shares; 2025Q3: 177,280 shares; 2025Q4: 178,546 shares; 2026Q1: 178,546 shares; 2026Q2: 212,974 shares 212,974 $16.4M 8.09% +34,428 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: 18,429 shares; 2024Q4: 19,387 shares; 2025Q1: 20,302 shares; 2025Q2: 31,600 shares; 2025Q3: 35,624 shares; 2025Q4: 37,560 shares; 2026Q1: 37,560 shares; 2026Q2: 53,513 shares 53,513 $12.2M 5.98% +15,953 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: 14,649 shares; 2024Q4: 17,439 shares; 2025Q1: 19,057 shares; 2025Q2: 31,589 shares; 2025Q3: 47,080 shares; 2025Q4: 51,474 shares; 2026Q1: 51,474 shares; 2026Q2: 83,781 shares 83,781 $11.5M 5.67% +32,307 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: 43,105 shares; 2024Q4: 45,205 shares; 2025Q1: 45,614 shares; 2025Q2: 46,037 shares; 2025Q3: 51,163 shares; 2025Q4: 50,982 shares; 2026Q1: 50,982 shares; 2026Q2: 60,562 shares 60,562 $8.98M 4.42% +9,580 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: 85,946 shares; 2024Q4: 85,623 shares; 2025Q1: 89,350 shares; 2025Q2: 91,992 shares; 2025Q3: 99,172 shares; 2025Q4: 97,213 shares; 2026Q1: 97,213 shares; 2026Q2: 106,864 shares 106,864 $8.1M 3.99% +9,651 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,725 shares; 2024Q4: 39,873 shares; 2025Q1: 43,301 shares; 2025Q2: 50,586 shares; 2025Q3: 53,823 shares; 2025Q4: 55,471 shares; 2026Q1: 55,471 shares; 2026Q2: 69,666 shares 69,666 $6.73M 3.31% +14,195 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,711 shares; 2024Q4: 37,977 shares; 2025Q1: 43,172 shares; 2025Q2: 59,800 shares; 2025Q3: 66,711 shares; 2025Q4: 68,539 shares; 2026Q1: 68,539 shares; 2026Q2: 79,768 shares 79,768 $6.61M 3.25% +11,229 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,966 shares; 2024Q4: 44,747 shares; 2025Q1: 49,371 shares; 2025Q2: 63,949 shares; 2025Q3: 66,412 shares; 2025Q4: 68,115 shares; 2026Q1: 68,115 shares; 2026Q2: 86,589 shares 86,589 $6.51M 3.2% +18,474 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $5.63M 2.77% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,420 shares; 2024Q4: 78,916 shares; 2025Q1: 82,383 shares; 2025Q2: 102,290 shares; 2025Q3: 100,877 shares; 2025Q4: 91,614 shares; 2026Q1: 91,614 shares; 2026Q2: 115,402 shares 115,402 $5.57M 2.74% +23,788 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: 7,530 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares; 2026Q2: 7,430 shares 7,430 $5.55M 2.73% 0 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: 34,613 shares; 2024Q4: 35,589 shares; 2025Q1: 37,275 shares; 2025Q2: 46,658 shares; 2025Q3: 46,658 shares; 2025Q4: 43,214 shares; 2026Q1: 43,214 shares; 2026Q2: 55,517 shares 55,517 $5.5M 2.71% +12,303 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $5.33M 2.62% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,800 shares; 2024Q4: 24,779 shares; 2025Q1: 26,854 shares; 2025Q2: 29,870 shares; 2025Q3: 31,411 shares; 2025Q4: 31,582 shares; 2026Q1: 31,582 shares; 2026Q2: 186,551 shares 186,551 $5.11M 2.52% +154,969 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,312 shares; 2024Q4: 91,847 shares; 2025Q1: 99,309 shares; 2025Q2: 142,301 shares; 2025Q3: 142,301 shares; 2025Q4: 132,647 shares; 2026Q1: 132,647 shares; 2026Q2: 125,947 shares 125,947 $2.87M 1.41% -6,700 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,765 shares; 2024Q4: 21,040 shares; 2025Q1: 21,040 shares; 2025Q2: 21,002 shares; 2025Q3: 20,825 shares; 2025Q4: 20,196 shares; 2026Q1: 20,196 shares; 2026Q2: 19,360 shares 19,360 $2.65M 1.3% -836 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: 5,751 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,761 shares; 2025Q4: 5,761 shares; 2026Q1: 5,761 shares; 2026Q2: 5,761 shares 5,761 $2.15M 1.06% 0 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $1.85M 0.91% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,541 shares; 2024Q4: 17,243 shares; 2025Q1: 21,568 shares; 2025Q2: 30,300 shares; 2025Q3: 30,467 shares; 2025Q4: 27,304 shares; 2026Q1: 27,304 shares; 2026Q2: 22,463 shares 22,463 $1.8M 0.88% -4,841 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $1.41M 0.7% 0 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: 3,848 shares; 2024Q4: 3,848 shares; 2025Q1: 3,828 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,711 shares; 2026Q1: 3,711 shares; 2026Q2: 4,362 shares 4,362 $1.26M 0.62% +651 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,886 shares; 2026Q1: 15,886 shares; 2026Q2: 72,139 shares 72,139 $1.2M 0.59% +56,253 Timeline CATH 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: 9,986 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $929K 0.46% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $885K 0.44% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $851K 0.42% 0 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $591K 0.29% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,079 shares; 2026Q1: 5,079 shares; 2026Q2: 5,124 shares 5,124 $533K 0.26% +45 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $511K 0.25% 0 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $476K 0.23% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $444K 0.22% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $416K 0.2% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,098 shares; 2026Q1: 5,098 shares; 2026Q2: 5,163 shares 5,163 $393K 0.19% +65 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: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $340K 0.17% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares; 2026Q2: 5,156 shares 5,156 $338K 0.17% +65 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $317K 0.16% 0 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: 950 shares; 2024Q4: 950 shares; 2025Q1: 962 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $311K 0.15% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $286K 0.14% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $283K 0.14% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,943 shares; 2024Q4: 1,928 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,671 shares 1,671 $261K 0.13% -72 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: 1,600 shares; 2024Q4: 1,618 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $234K 0.12% 0 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: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404 $233K 0.11% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,000 shares 1,000 $220K 0.11% -183 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,516 shares 2,516 $219K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,275 shares 1,275 $211K 0.1% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 6,105 shares; 2026Q1: 6,105 shares; 2026Q2: 3,855 shares 3,855 $205K 0.1% -2,250 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,475 shares 5,475 $201K 0.1% new Timeline