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: 10,449 shares; 2024Q4: 10,613 shares; 2025Q1: 14,232 shares; 2025Q2: 12,385 shares; 2025Q3: not loaded; 2025Q4: 10,457 shares; 2026Q1: 10,437 shares; 2026Q2: 10,682 shares 10,682 $7.98M 5.06% +245 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,493 shares; 2024Q4: 27,062 shares; 2025Q1: 30,851 shares; 2025Q2: 74,971 shares; 2025Q3: not loaded; 2025Q4: 186,124 shares; 2026Q1: 179,819 shares; 2026Q2: 257,278 shares 257,278 $7.56M 4.8% +77,459 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: 34,771 shares; 2024Q4: 33,272 shares; 2025Q1: 30,399 shares; 2025Q2: 28,466 shares; 2025Q3: not loaded; 2025Q4: 25,477 shares; 2026Q1: 23,678 shares; 2026Q2: 24,361 shares 24,361 $7.05M 4.47% +683 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: 11,769 shares; 2024Q4: 11,491 shares; 2025Q1: 11,030 shares; 2025Q2: 10,296 shares; 2025Q3: not loaded; 2025Q4: 12,615 shares; 2026Q1: 9,607 shares; 2026Q2: 9,530 shares 9,530 $7.02M 4.45% -77 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: 24,085 shares; 2024Q4: 23,240 shares; 2025Q1: 22,659 shares; 2025Q2: 21,875 shares; 2025Q3: not loaded; 2025Q4: 18,847 shares; 2026Q1: 18,847 shares; 2026Q2: 19,830 shares 19,830 $3.97M 2.52% +983 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,871 shares; 2024Q4: 79,800 shares; 2025Q1: 84,645 shares; 2025Q2: 81,789 shares; 2025Q3: not loaded; 2025Q4: 85,271 shares; 2026Q1: 85,271 shares; 2026Q2: 84,102 shares 84,102 $3.76M 2.39% -1,169 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,660 shares; 2024Q4: 6,230 shares; 2025Q1: 4,717 shares; 2025Q2: 4,851 shares; 2025Q3: not loaded; 2025Q4: 9,466 shares; 2026Q1: 7,749 shares; 2026Q2: 10,676 shares 10,676 $3.57M 2.27% +2,927 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: 174,789 shares; 2024Q4: 176,454 shares; 2025Q1: 178,935 shares; 2025Q2: 176,252 shares; 2025Q3: not loaded; 2025Q4: 182,938 shares; 2026Q1: 182,938 shares; 2026Q2: 164,913 shares 164,913 $3.15M 2% -18,025 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,706 shares; 2024Q4: 73,778 shares; 2025Q1: 79,609 shares; 2025Q2: 83,932 shares; 2025Q3: not loaded; 2025Q4: 77,190 shares; 2026Q1: 77,190 shares; 2026Q2: 56,443 shares 56,443 $3.14M 1.99% -20,747 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: 16,258 shares; 2024Q4: 16,444 shares; 2025Q1: 15,667 shares; 2025Q2: 15,085 shares; 2025Q3: not loaded; 2025Q4: 13,229 shares; 2026Q1: 12,640 shares; 2026Q2: 11,769 shares 11,769 $2.81M 1.78% -871 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: 5,232 shares; 2024Q4: 5,180 shares; 2025Q1: 5,222 shares; 2025Q2: 5,305 shares; 2025Q3: not loaded; 2025Q4: 5,502 shares; 2026Q1: 5,502 shares; 2026Q2: 4,936 shares 4,936 $2.78M 1.76% -566 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 32,527 shares; 2026Q1: 47,530 shares; 2026Q2: 100,669 shares 100,669 $2.74M 1.74% +53,139 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 reported; 2024Q4: 3,114 shares; 2025Q1: 3,255 shares; 2025Q2: 3,208 shares; 2025Q3: not loaded; 2025Q4: 15,235 shares; 2026Q1: 7,891 shares; 2026Q2: 19,458 shares 19,458 $2.59M 1.65% +11,567 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: 8,380 shares; 2024Q4: 7,909 shares; 2025Q1: 7,968 shares; 2025Q2: 7,043 shares; 2025Q3: not loaded; 2025Q4: 6,276 shares; 2026Q1: 6,142 shares; 2026Q2: 5,179 shares 5,179 $2.59M 1.64% -963 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,074 shares; 2024Q4: 117,591 shares; 2025Q1: 128,801 shares; 2025Q2: 164,262 shares; 2025Q3: not loaded; 2025Q4: 196,255 shares; 2026Q1: 196,255 shares; 2026Q2: 188,553 shares 188,553 $2.58M 1.64% -7,702 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 25,550 shares 25,550 $2.42M 1.54% +22,430 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: 8,850 shares; 2024Q4: 9,189 shares; 2025Q1: 8,553 shares; 2025Q2: 7,732 shares; 2025Q3: not loaded; 2025Q4: 7,666 shares; 2026Q1: 7,666 shares; 2026Q2: 6,636 shares 6,636 $2.35M 1.49% -1,030 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: 19,693 shares; 2024Q4: 16,825 shares; 2025Q1: 18,210 shares; 2025Q2: 18,223 shares; 2025Q3: not loaded; 2025Q4: 22,430 shares; 2026Q1: 19,115 shares; 2026Q2: 21,430 shares 21,430 $2.34M 1.48% +2,315 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85,366 shares; 2025Q1: 94,589 shares; 2025Q2: 96,582 shares; 2025Q3: not loaded; 2025Q4: 94,382 shares; 2026Q1: 76,556 shares; 2026Q2: 76,404 shares 76,404 $1.79M 1.14% -152 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: 34,855 shares; 2024Q4: 32,479 shares; 2025Q1: 31,652 shares; 2025Q2: 31,726 shares; 2025Q3: not loaded; 2025Q4: 33,685 shares; 2026Q1: 21,229 shares; 2026Q2: 20,713 shares 20,713 $1.79M 1.14% -516 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,272 shares; 2024Q4: 22,331 shares; 2025Q1: 23,132 shares; 2025Q2: 20,991 shares; 2025Q3: not loaded; 2025Q4: 25,051 shares; 2026Q1: 20,037 shares; 2026Q2: 21,691 shares 21,691 $1.76M 1.12% +1,654 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: 22,632 shares; 2024Q4: 63,543 shares; 2025Q1: 63,600 shares; 2025Q2: 66,304 shares; 2025Q3: not loaded; 2025Q4: 74,967 shares; 2026Q1: 54,945 shares; 2026Q2: 55,142 shares 55,142 $1.75M 1.11% +197 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: 5,578 shares; 2024Q4: 5,621 shares; 2025Q1: 5,052 shares; 2025Q2: 4,823 shares; 2025Q3: not loaded; 2025Q4: 4,649 shares; 2026Q1: 4,648 shares; 2026Q2: 4,683 shares 4,683 $1.75M 1.11% +35 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 18,505 shares; 2026Q1: 17,672 shares; 2026Q2: 20,248 shares 20,248 $1.73M 1.1% +2,576 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,844 shares; 2024Q4: 1,852 shares; 2025Q1: 1,839 shares; 2025Q2: 1,842 shares; 2025Q3: not loaded; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares; 2026Q2: 2,506 shares 2,506 $1.72M 1.09% -126 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,841 shares; 2024Q4: 9,938 shares; 2025Q1: 4,902 shares; 2025Q2: 4,903 shares; 2025Q3: not loaded; 2025Q4: 6,768 shares; 2026Q1: 6,761 shares; 2026Q2: 6,764 shares 6,764 $1.71M 1.08% +3 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,684 shares; 2025Q3: not loaded; 2025Q4: 60,599 shares; 2026Q1: 20,853 shares; 2026Q2: 34,561 shares 34,561 $1.58M 1% +13,708 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: 4,938 shares; 2024Q4: 5,075 shares; 2025Q1: 4,902 shares; 2025Q2: 5,001 shares; 2025Q3: not loaded; 2025Q4: 4,953 shares; 2026Q1: 4,953 shares; 2026Q2: 4,738 shares 4,738 $1.55M 0.98% -215 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: 7,675 shares; 2024Q4: 7,534 shares; 2025Q1: 11,526 shares; 2025Q2: 11,641 shares; 2025Q3: not loaded; 2025Q4: 10,844 shares; 2026Q1: 10,802 shares; 2026Q2: 10,953 shares 10,953 $1.51M 0.96% +151 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,551 shares; 2026Q2: 4,755 shares 4,755 $1.35M 0.86% +204 Timeline FJUL 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: 33,655 shares; 2024Q4: 33,930 shares; 2025Q1: 33,120 shares; 2025Q2: 33,120 shares; 2025Q3: not loaded; 2025Q4: 38,083 shares; 2026Q1: 33,039 shares; 2026Q2: 22,339 shares 22,339 $1.33M 0.84% -10,700 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: 17,461 shares; 2024Q4: 45,975 shares; 2025Q1: 47,168 shares; 2025Q2: 44,899 shares; 2025Q3: not loaded; 2025Q4: 43,988 shares; 2026Q1: 43,988 shares; 2026Q2: 44,665 shares 44,665 $1.31M 0.83% +677 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: 31,151 shares; 2024Q4: 30,880 shares; 2025Q1: 30,973 shares; 2025Q2: 29,932 shares; 2025Q3: not loaded; 2025Q4: 26,477 shares; 2026Q1: 25,495 shares; 2026Q2: 22,179 shares 22,179 $1.26M 0.8% -3,316 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: 4,588 shares; 2024Q4: 4,622 shares; 2025Q1: 4,631 shares; 2025Q2: 4,681 shares; 2025Q3: not loaded; 2025Q4: 4,683 shares; 2026Q1: 4,683 shares; 2026Q2: 3,400 shares 3,400 $1.22M 0.77% -1,283 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 13,309 shares; 2026Q1: 13,309 shares; 2026Q2: 19,345 shares 19,345 $1.19M 0.75% +6,036 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,966 shares; 2024Q4: 33,408 shares; 2025Q1: 29,607 shares; 2025Q2: 29,235 shares; 2025Q3: not loaded; 2025Q4: 51,286 shares; 2026Q1: 34,030 shares; 2026Q2: 34,450 shares 34,450 $1.17M 0.74% +420 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: 29,302 shares; 2024Q4: 28,320 shares; 2025Q1: 28,501 shares; 2025Q2: 28,830 shares; 2025Q3: not loaded; 2025Q4: 25,795 shares; 2026Q1: 25,795 shares; 2026Q2: 21,739 shares 21,739 $1.13M 0.72% -4,056 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: 10,616 shares; 2024Q4: 10,359 shares; 2025Q1: 10,095 shares; 2025Q2: 10,376 shares; 2025Q3: not loaded; 2025Q4: 8,961 shares; 2026Q1: 8,961 shares; 2026Q2: 8,690 shares 8,690 $1.12M 0.71% -271 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: 6,058 shares; 2025Q3: not loaded; 2025Q4: 13,182 shares; 2026Q1: 13,182 shares; 2026Q2: 15,880 shares 15,880 $1.04M 0.66% +2,698 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,922 shares; 2024Q4: 3,931 shares; 2025Q1: 3,942 shares; 2025Q2: 3,952 shares; 2025Q3: not loaded; 2025Q4: 3,870 shares; 2026Q1: 3,870 shares; 2026Q2: 3,249 shares 3,249 $1.02M 0.65% -621 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: 22,578 shares; 2024Q4: 22,578 shares; 2025Q1: 22,558 shares; 2025Q2: 22,512 shares; 2025Q3: not loaded; 2025Q4: 22,401 shares; 2026Q1: 22,401 shares; 2026Q2: 22,005 shares 22,005 $1M 0.64% -396 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: 4,439 shares; 2024Q4: 3,797 shares; 2025Q1: 3,827 shares; 2025Q2: 3,764 shares; 2025Q3: not loaded; 2025Q4: 3,289 shares; 2026Q1: 3,289 shares; 2026Q2: 2,619 shares 2,619 $989K 0.63% -670 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,715 shares; 2025Q3: not loaded; 2025Q4: 41,955 shares; 2026Q1: 35,558 shares; 2026Q2: 27,012 shares 27,012 $987K 0.63% -8,546 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: 2,826 shares; 2025Q1: 2,832 shares; 2025Q2: 2,840 shares; 2025Q3: not loaded; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 5,927 shares 5,927 $980K 0.62% +227 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,594 shares; 2025Q2: 3,594 shares; 2025Q3: not loaded; 2025Q4: 3,582 shares; 2026Q1: 2,546 shares; 2026Q2: 2,463 shares 2,463 $962K 0.61% -83 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,200 shares; 2024Q4: 18,552 shares; 2025Q1: 12,978 shares; 2025Q2: 31,922 shares; 2025Q3: not loaded; 2025Q4: 29,205 shares; 2026Q1: 29,205 shares; 2026Q2: 25,542 shares 25,542 $942K 0.6% -3,663 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 reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 2,715 shares; 2025Q3: not loaded; 2025Q4: 1,608 shares; 2026Q1: 1,270 shares; 2026Q2: 1,595 shares 1,595 $927K 0.59% +325 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: 4,001 shares; 2024Q4: 3,933 shares; 2025Q1: 3,943 shares; 2025Q2: 3,973 shares; 2025Q3: not loaded; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares; 2026Q2: 3,413 shares 3,413 $922K 0.59% -376 Timeline HYXF 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: 16,940 shares; 2025Q3: not loaded; 2025Q4: 25,820 shares; 2026Q1: 19,250 shares; 2026Q2: 18,693 shares 18,693 $873K 0.55% -557 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,819 shares; 2024Q4: 10,855 shares; 2025Q1: 10,889 shares; 2025Q2: 10,934 shares; 2025Q3: not loaded; 2025Q4: 11,015 shares; 2026Q1: 11,015 shares; 2026Q2: 11,080 shares 11,080 $840K 0.53% +65 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,180 shares; 2024Q4: 13,851 shares; 2025Q1: 14,326 shares; 2025Q2: 14,197 shares; 2025Q3: not loaded; 2025Q4: 17,587 shares; 2026Q1: 11,312 shares; 2026Q2: 11,304 shares 11,304 $833K 0.53% -8 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $780K 0.49% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,556 shares; 2024Q4: 5,582 shares; 2025Q1: 5,524 shares; 2025Q2: 5,535 shares; 2025Q3: not loaded; 2025Q4: 16,550 shares; 2026Q1: 10,942 shares; 2026Q2: 10,774 shares 10,774 $726K 0.46% -168 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,503 shares; 2025Q1: 1,499 shares; 2025Q2: 1,491 shares; 2025Q3: not loaded; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 8,134 shares 8,134 $715K 0.45% +6,494 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: 6,771 shares; 2024Q4: 5,458 shares; 2025Q1: 5,195 shares; 2025Q2: 5,840 shares; 2025Q3: not loaded; 2025Q4: 5,582 shares; 2026Q1: 5,582 shares; 2026Q2: 5,079 shares 5,079 $711K 0.45% -503 Timeline FAUG 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: 14,112 shares; 2024Q4: 14,112 shares; 2025Q1: 14,112 shares; 2025Q2: 14,112 shares; 2025Q3: not loaded; 2025Q4: 12,334 shares; 2026Q1: 12,334 shares; 2026Q2: 11,597 shares 11,597 $655K 0.42% -737 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 924 shares; 2025Q3: not loaded; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 958 shares 958 $629K 0.4% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,890 shares; 2025Q3: not loaded; 2025Q4: 17,486 shares; 2026Q1: 17,486 shares; 2026Q2: 16,022 shares 16,022 $588K 0.37% -1,464 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: 8,014 shares; 2024Q4: 7,662 shares; 2025Q1: 7,675 shares; 2025Q2: 6,182 shares; 2025Q3: not loaded; 2025Q4: 5,552 shares; 2026Q1: 5,539 shares; 2026Q2: 3,965 shares 3,965 $581K 0.37% -1,574 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,213 shares; 2024Q4: 22,585 shares; 2025Q1: 22,998 shares; 2025Q2: 23,391 shares; 2025Q3: not loaded; 2025Q4: 24,233 shares; 2026Q1: 24,233 shares; 2026Q2: 25,128 shares 25,128 $562K 0.36% +895 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 5,067 shares; 2025Q2: 4,698 shares; 2025Q3: not loaded; 2025Q4: 7,655 shares; 2026Q1: 7,655 shares; 2026Q2: 9,379 shares 9,379 $556K 0.35% +1,724 Timeline HYLS 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: 10,492 shares; 2024Q4: 11,797 shares; 2025Q1: 12,278 shares; 2025Q2: 11,681 shares; 2025Q3: not loaded; 2025Q4: 12,228 shares; 2026Q1: 12,228 shares; 2026Q2: 13,571 shares 13,571 $552K 0.35% +1,343 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,118 shares; 2024Q4: 10,118 shares; 2025Q1: 10,118 shares; 2025Q2: 10,111 shares; 2025Q3: not loaded; 2025Q4: 10,111 shares; 2026Q1: 10,111 shares; 2026Q2: 10,340 shares 10,340 $551K 0.35% +229 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: 8,355 shares; 2024Q4: 8,156 shares; 2025Q1: 8,101 shares; 2025Q2: 8,113 shares; 2025Q3: not loaded; 2025Q4: 7,661 shares; 2026Q1: 7,284 shares; 2026Q2: 7,075 shares 7,075 $546K 0.35% -209 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: 1,883 shares; 2024Q4: 1,670 shares; 2025Q1: 1,835 shares; 2025Q2: 1,831 shares; 2025Q3: not loaded; 2025Q4: 3,410 shares; 2026Q1: 1,771 shares; 2026Q2: 1,758 shares 1,758 $528K 0.34% -13 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: 12,685 shares; 2024Q4: 12,578 shares; 2025Q1: 11,899 shares; 2025Q2: 10,372 shares; 2025Q3: not loaded; 2025Q4: 13,591 shares; 2026Q1: 13,095 shares; 2026Q2: 12,452 shares 12,452 $527K 0.33% -643 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: 903 shares; 2024Q4: 923 shares; 2025Q1: 913 shares; 2025Q2: 827 shares; 2025Q3: not loaded; 2025Q4: 7,453 shares; 2026Q1: 7,453 shares; 2026Q2: 7,287 shares 7,287 $520K 0.33% -166 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: 2,390 shares; 2024Q4: 2,331 shares; 2025Q1: 2,258 shares; 2025Q2: 2,261 shares; 2025Q3: not loaded; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,257 shares 2,257 $512K 0.32% +7 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,971 shares; 2024Q4: 8,957 shares; 2025Q1: 8,681 shares; 2025Q2: 8,808 shares; 2025Q3: not loaded; 2025Q4: 9,153 shares; 2026Q1: 9,153 shares; 2026Q2: 10,093 shares 10,093 $512K 0.32% +940 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,172 shares; 2024Q4: 12,375 shares; 2025Q1: not reported; 2025Q2: 16,322 shares; 2025Q3: not loaded; 2025Q4: 14,190 shares; 2026Q1: 14,190 shares; 2026Q2: 14,148 shares 14,148 $511K 0.32% -42 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: 4,292 shares; 2024Q4: 3,639 shares; 2025Q1: 3,648 shares; 2025Q2: 2,955 shares; 2025Q3: not loaded; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,002 shares 2,002 $508K 0.32% -126 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,623 shares; 2024Q4: 25,465 shares; 2025Q1: 24,791 shares; 2025Q2: 25,153 shares; 2025Q3: not loaded; 2025Q4: 38,335 shares; 2026Q1: 25,075 shares; 2026Q2: 28,435 shares 28,435 $508K 0.32% +3,360 Timeline UFOX 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 loaded; 2025Q4: 4,768 shares; 2026Q1: 4,187 shares; 2026Q2: 5,341 shares 5,341 $508K 0.32% +1,154 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: 2,098 shares; 2024Q4: 2,210 shares; 2025Q1: 1,808 shares; 2025Q2: 1,341 shares; 2025Q3: not loaded; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares; 2026Q2: 1,202 shares 1,202 $506K 0.32% -364 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: 9,895 shares; 2024Q4: 8,856 shares; 2025Q1: 6,428 shares; 2025Q2: 6,288 shares; 2025Q3: not loaded; 2025Q4: 10,880 shares; 2026Q1: 10,810 shares; 2026Q2: 9,337 shares 9,337 $496K 0.31% -1,473 Timeline FTHF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,920 shares 9,920 $494K 0.31% new Timeline WCME FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,965 shares 24,965 $490K 0.31% new Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,014 shares; 2024Q4: 30,621 shares; 2025Q1: 27,160 shares; 2025Q2: 25,703 shares; 2025Q3: not loaded; 2025Q4: 22,144 shares; 2026Q1: 22,144 shares; 2026Q2: 19,176 shares 19,176 $481K 0.31% -2,968 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: 1,610 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 631 shares; 2025Q3: not loaded; 2025Q4: 633 shares; 2026Q1: 623 shares; 2026Q2: 624 shares 624 $467K 0.3% +1 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares; 2026Q2: 2,852 shares 2,852 $461K 0.29% -1,058 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,533 shares; 2024Q4: 8,566 shares; 2025Q1: 8,491 shares; 2025Q2: 5,660 shares; 2025Q3: not loaded; 2025Q4: 5,518 shares; 2026Q1: 5,518 shares; 2026Q2: 5,548 shares 5,548 $450K 0.29% +30 Timeline RSPT 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: 8,876 shares; 2024Q4: 8,754 shares; 2025Q1: 6,929 shares; 2025Q2: 6,937 shares; 2025Q3: not loaded; 2025Q4: 6,941 shares; 2026Q1: 6,941 shares; 2026Q2: 6,951 shares 6,951 $448K 0.28% +10 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 21,614 shares; 2026Q2: 20,945 shares 20,945 $448K 0.28% -669 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 reported; 2024Q4: not reported; 2025Q1: 2,861 shares; 2025Q2: 6,845 shares; 2025Q3: not loaded; 2025Q4: 12,274 shares; 2026Q1: 5,810 shares; 2026Q2: 6,082 shares 6,082 $447K 0.28% +272 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,477 shares; 2024Q4: 36,477 shares; 2025Q1: 36,165 shares; 2025Q2: 35,265 shares; 2025Q3: not loaded; 2025Q4: 35,265 shares; 2026Q1: 35,265 shares; 2026Q2: 35,035 shares 35,035 $447K 0.28% -230 Timeline PPA 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: 2,585 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,804 shares; 2025Q3: not loaded; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares; 2026Q2: 2,489 shares 2,489 $440K 0.28% -267 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: 1,549 shares; 2024Q4: 1,542 shares; 2025Q1: 1,546 shares; 2025Q2: 1,553 shares; 2025Q3: not loaded; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 1,553 shares 1,553 $437K 0.28% +282 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 3,078 shares; 2025Q1: 1,585 shares; 2025Q2: 1,470 shares; 2025Q3: not loaded; 2025Q4: 2,042 shares; 2026Q1: 1,920 shares; 2026Q2: 1,785 shares 1,785 $433K 0.27% -135 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,386 shares; 2025Q3: not loaded; 2025Q4: 6,034 shares; 2026Q1: 6,034 shares; 2026Q2: 11,820 shares 11,820 $432K 0.27% +5,786 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,769 shares 20,769 $432K 0.27% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,450 shares; 2024Q4: 8,704 shares; 2025Q1: 11,572 shares; 2025Q2: 11,309 shares; 2025Q3: not loaded; 2025Q4: 9,473 shares; 2026Q1: 7,575 shares; 2026Q2: 8,010 shares 8,010 $429K 0.27% +435 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,350 shares 5,350 $427K 0.27% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $416K 0.26% 0 Timeline FDTS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,339 shares 6,339 $416K 0.26% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,111 shares; 2025Q3: not loaded; 2025Q4: 11,234 shares; 2026Q1: 11,234 shares; 2026Q2: 11,665 shares 11,665 $406K 0.26% +431 Timeline FCEF 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: 13,137 shares; 2024Q4: 15,001 shares; 2025Q1: 15,280 shares; 2025Q2: 15,567 shares; 2025Q3: not loaded; 2025Q4: 20,423 shares; 2026Q1: 16,321 shares; 2026Q2: 16,897 shares 16,897 $406K 0.26% +576 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: 6,444 shares; 2024Q4: 6,713 shares; 2025Q1: 6,542 shares; 2025Q2: 6,724 shares; 2025Q3: not loaded; 2025Q4: 1,148 shares; 2026Q1: 1,045 shares; 2026Q2: 1,196 shares 1,196 $404K 0.26% +151 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,554 shares; 2024Q4: 12,587 shares; 2025Q1: 12,729 shares; 2025Q2: 12,335 shares; 2025Q3: not loaded; 2025Q4: 13,142 shares; 2026Q1: 13,142 shares; 2026Q2: 13,693 shares 13,693 $403K 0.26% +551 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,842 shares; 2025Q1: 4,787 shares; 2025Q2: 5,965 shares; 2025Q3: not loaded; 2025Q4: 7,702 shares; 2026Q1: 7,685 shares; 2026Q2: 3,441 shares 3,441 $401K 0.25% -4,244 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 reported; 2024Q4: not reported; 2025Q1: 4,490 shares; 2025Q2: 4,490 shares; 2025Q3: not loaded; 2025Q4: 4,490 shares; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares 4,490 $400K 0.25% 0 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: 739 shares; 2024Q4: 740 shares; 2025Q1: 741 shares; 2025Q2: 759 shares; 2025Q3: not loaded; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 3,143 shares 3,143 $390K 0.25% +2,358 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,808 shares 11,808 $375K 0.24% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,211 shares; 2025Q3: not loaded; 2025Q4: 7,907 shares; 2026Q1: 7,907 shares; 2026Q2: 8,002 shares 8,002 $364K 0.23% +95 Timeline VPLS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,447 shares; 2025Q3: not loaded; 2025Q4: 4,581 shares; 2026Q1: 4,581 shares; 2026Q2: 4,645 shares 4,645 $360K 0.23% +64 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: 1,768 shares; 2024Q4: 1,666 shares; 2025Q1: 1,577 shares; 2025Q2: 2,279 shares; 2025Q3: not loaded; 2025Q4: 2,065 shares; 2026Q1: 1,925 shares; 2026Q2: 1,507 shares 1,507 $356K 0.23% -418 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: 2,372 shares; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,377 shares; 2025Q3: not loaded; 2025Q4: 2,017 shares; 2026Q1: 1,867 shares; 2026Q2: 1,868 shares 1,868 $354K 0.22% +1 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: 5,573 shares; 2024Q4: 5,395 shares; 2025Q1: 5,404 shares; 2025Q2: 5,521 shares; 2025Q3: not loaded; 2025Q4: 4,772 shares; 2026Q1: 4,772 shares; 2026Q2: 4,346 shares 4,346 $353K 0.22% -426 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,897 shares; 2025Q2: 6,739 shares; 2025Q3: not loaded; 2025Q4: 12,794 shares; 2026Q1: 11,202 shares; 2026Q2: 3,921 shares 3,921 $352K 0.22% -7,281 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: 27,788 shares; 2024Q4: 28,162 shares; 2025Q1: 28,547 shares; 2025Q2: 28,983 shares; 2025Q3: not loaded; 2025Q4: 25,403 shares; 2026Q1: 25,403 shares; 2026Q2: 18,869 shares 18,869 $350K 0.22% -6,534 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,552 shares; 2025Q1: 3,298 shares; 2025Q2: 3,242 shares; 2025Q3: not loaded; 2025Q4: 2,219 shares; 2026Q1: 2,219 shares; 2026Q2: 2,189 shares 2,189 $347K 0.22% -30 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: 8,416 shares; 2024Q4: 7,944 shares; 2025Q1: 7,258 shares; 2025Q2: 3,371 shares; 2025Q3: not loaded; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares; 2026Q2: 2,517 shares 2,517 $344K 0.22% -259 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,670 shares; 2026Q1: 3,670 shares; 2026Q2: 3,577 shares 3,577 $338K 0.21% -93 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: 2,585 shares; 2024Q4: 2,482 shares; 2025Q1: 1,897 shares; 2025Q2: 1,858 shares; 2025Q3: not loaded; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares; 2026Q2: 1,341 shares 1,341 $337K 0.21% -240 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 reported; 2024Q4: not reported; 2025Q1: 3,466 shares; 2025Q2: 3,499 shares; 2025Q3: not loaded; 2025Q4: 3,408 shares; 2026Q1: 3,403 shares; 2026Q2: 4,632 shares 4,632 $334K 0.21% +1,229 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,141 shares; 2025Q3: not loaded; 2025Q4: 13,819 shares; 2026Q1: 10,846 shares; 2026Q2: 11,353 shares 11,353 $329K 0.21% +507 Timeline PAVE 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: 7,529 shares; 2025Q1: not reported; 2025Q2: 6,453 shares; 2025Q3: not loaded; 2025Q4: 6,453 shares; 2026Q1: 6,097 shares; 2026Q2: 5,527 shares 5,527 $326K 0.21% -570 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669 shares 669 $319K 0.2% new Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,926 shares; 2024Q4: 10,935 shares; 2025Q1: 10,015 shares; 2025Q2: 9,517 shares; 2025Q3: not loaded; 2025Q4: 8,710 shares; 2026Q1: 8,710 shares; 2026Q2: 6,124 shares 6,124 $317K 0.2% -2,586 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: not loaded; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares; 2026Q2: 2,152 shares 2,152 $315K 0.2% +694 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $308K 0.2% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,697 shares; 2025Q1: 1,522 shares; 2025Q2: 1,500 shares; 2025Q3: not loaded; 2025Q4: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,583 shares 1,583 $302K 0.19% +111 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,228 shares 1,228 $301K 0.19% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132 shares 132 $300K 0.19% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: not reported; 2025Q1: 2,150 shares; 2025Q2: 2,164 shares; 2025Q3: not loaded; 2025Q4: 2,467 shares; 2026Q1: 2,147 shares; 2026Q2: 1,892 shares 1,892 $299K 0.19% -255 Timeline XLB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 9,787 shares; 2026Q2: 5,850 shares 5,850 $297K 0.19% -3,937 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 21,413 shares; 2026Q1: 21,413 shares; 2026Q2: 22,581 shares 22,581 $289K 0.18% +1,168 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,309 shares; 2025Q3: not loaded; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,328 shares 2,328 $284K 0.18% +10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $279K 0.18% new Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,656 shares; 2024Q4: 17,656 shares; 2025Q1: 16,252 shares; 2025Q2: 16,081 shares; 2025Q3: not loaded; 2025Q4: 16,109 shares; 2026Q1: 16,109 shares; 2026Q2: 15,109 shares 15,109 $279K 0.18% -1,000 Timeline BOTZ 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: 7,014 shares; 2024Q4: 6,838 shares; 2025Q1: not reported; 2025Q2: 8,073 shares; 2025Q3: not loaded; 2025Q4: 8,083 shares; 2026Q1: 7,631 shares; 2026Q2: 7,345 shares 7,345 $279K 0.18% -286 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 2,535 shares; 2025Q2: 2,950 shares; 2025Q3: not loaded; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $273K 0.17% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,740 shares 2,740 $272K 0.17% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,551 shares 2,551 $272K 0.17% new Timeline CVRT CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares; 2026Q2: 5,281 shares 5,281 $272K 0.17% +27 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares 235 $271K 0.17% new Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,267 shares 2,267 $271K 0.17% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $266K 0.17% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,998 shares; 2024Q4: 16,944 shares; 2025Q1: 16,999 shares; 2025Q2: 16,989 shares; 2025Q3: not loaded; 2025Q4: 15,267 shares; 2026Q1: 15,227 shares; 2026Q2: 12,779 shares 12,779 $265K 0.17% -2,448 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: 1,401 shares; 2024Q4: 1,328 shares; 2025Q1: 1,055 shares; 2025Q2: 962 shares; 2025Q3: not loaded; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 709 shares 709 $265K 0.17% -186 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: 854 shares; 2024Q4: 640 shares; 2025Q1: 557 shares; 2025Q2: 442 shares; 2025Q3: not loaded; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 220 shares 220 $263K 0.17% -75 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: 1,125 shares; 2024Q4: 1,166 shares; 2025Q1: 848 shares; 2025Q2: 915 shares; 2025Q3: not loaded; 2025Q4: 877 shares; 2026Q1: 877 shares; 2026Q2: 763 shares 763 $262K 0.17% -114 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,606 shares; 2024Q4: 2,594 shares; 2025Q1: 5,556 shares; 2025Q2: 3,684 shares; 2025Q3: not loaded; 2025Q4: 3,373 shares; 2026Q1: 3,115 shares; 2026Q2: 3,116 shares 3,116 $259K 0.16% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares 925 $255K 0.16% new Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI 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 loaded; 2025Q4: 30,037 shares; 2026Q1: 30,037 shares; 2026Q2: 24,468 shares 24,468 $255K 0.16% -5,569 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,264 shares; 2026Q1: 7,264 shares; 2026Q2: 7,264 shares 7,264 $253K 0.16% 0 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 12,232 shares; 2026Q1: not reported; 2026Q2: 10,576 shares 10,576 $252K 0.16% new Timeline RDIV 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: 6,781 shares; 2024Q4: 6,852 shares; 2025Q1: 6,922 shares; 2025Q2: 6,991 shares; 2025Q3: not loaded; 2025Q4: 4,921 shares; 2026Q1: 4,921 shares; 2026Q2: 4,329 shares 4,329 $251K 0.16% -592 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,958 shares 2,958 $248K 0.16% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,224 shares; 2024Q4: 4,193 shares; 2025Q1: 4,194 shares; 2025Q2: 4,229 shares; 2025Q3: not loaded; 2025Q4: 4,186 shares; 2026Q1: 3,630 shares; 2026Q2: 3,308 shares 3,308 $246K 0.16% -322 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 reported; 2024Q4: not reported; 2025Q1: 1,619 shares; 2025Q2: 1,620 shares; 2025Q3: not loaded; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 1,326 shares 1,326 $240K 0.15% -235 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: not loaded; 2025Q4: 3,773 shares; 2026Q1: 1,851 shares; 2026Q2: 1,856 shares 1,856 $237K 0.15% +5 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: 5,639 shares; 2024Q4: 3,099 shares; 2025Q1: 2,718 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,093 shares; 2026Q1: 2,610 shares; 2026Q2: 2,269 shares 2,269 $236K 0.15% -341 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,520 shares 1,520 $236K 0.15% new 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: 2,187 shares; 2024Q4: not reported; 2025Q1: 2,223 shares; 2025Q2: 2,240 shares; 2025Q3: not loaded; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares; 2026Q2: 2,096 shares 2,096 $232K 0.15% -10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228 shares 228 $231K 0.15% new 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: 702 shares; 2024Q4: 708 shares; 2025Q1: 507 shares; 2025Q2: 470 shares; 2025Q3: not loaded; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 240 shares 240 $225K 0.14% -22 Timeline FNOV 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: 7,680 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: 4,208 shares; 2025Q3: not loaded; 2025Q4: 4,110 shares; 2026Q1: 4,110 shares; 2026Q2: 3,839 shares 3,839 $225K 0.14% -271 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV 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 loaded; 2025Q4: 7,369 shares; 2026Q1: 7,369 shares; 2026Q2: 7,430 shares 7,430 $224K 0.14% +61 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,606 shares; 2024Q4: 10,254 shares; 2025Q1: 10,351 shares; 2025Q2: 4,943 shares; 2025Q3: not loaded; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares; 2026Q2: 3,560 shares 3,560 $221K 0.14% -641 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 25,631 shares; 2026Q1: 13,069 shares; 2026Q2: 7,363 shares 7,363 $220K 0.14% -5,706 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: 6,384 shares; 2025Q1: 6,387 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,398 shares; 2026Q1: 6,398 shares; 2026Q2: 5,969 shares 5,969 $219K 0.14% -429 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,269 shares 1,269 $217K 0.14% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,589 shares 1,589 $215K 0.14% new Timeline MORT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 20,573 shares; 2026Q2: 20,573 shares 20,573 $213K 0.14% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $212K 0.13% new Timeline VHT 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: 1,181 shares; 2024Q4: 1,170 shares; 2025Q1: 898 shares; 2025Q2: 844 shares; 2025Q3: not loaded; 2025Q4: 755 shares; 2026Q1: 745 shares; 2026Q2: 710 shares 710 $212K 0.13% -35 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,620 shares; 2026Q1: 2,620 shares; 2026Q2: 2,608 shares 2,608 $211K 0.13% -12 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,715 shares; 2025Q2: 3,661 shares; 2025Q3: not loaded; 2025Q4: 5,474 shares; 2026Q1: 2,707 shares; 2026Q2: 2,021 shares 2,021 $210K 0.13% -686 Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,852 shares 3,852 $210K 0.13% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,434 shares; 2025Q1: 1,522 shares; 2025Q2: 1,781 shares; 2025Q3: not loaded; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares; 2026Q2: 961 shares 961 $209K 0.13% -526 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,216 shares; 2024Q4: 7,289 shares; 2025Q1: 7,363 shares; 2025Q2: 7,441 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,224 shares 4,224 $205K 0.13% new Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,339 shares 1,339 $203K 0.13% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 3,459 shares; 2026Q1: 3,459 shares; 2026Q2: 1,867 shares 1,867 $201K 0.13% -1,592 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,952 shares; 2024Q4: 19,130 shares; 2025Q1: 19,328 shares; 2025Q2: 19,657 shares; 2025Q3: not loaded; 2025Q4: 20,052 shares; 2026Q1: 20,052 shares; 2026Q2: 20,663 shares 20,663 $198K 0.13% +611 Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,129 shares; 2024Q4: 10,378 shares; 2025Q1: 10,509 shares; 2025Q2: 10,737 shares; 2025Q3: not loaded; 2025Q4: 11,311 shares; 2026Q1: 11,311 shares; 2026Q2: 11,818 shares 11,818 $185K 0.12% +507 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW 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 loaded; 2025Q4: not reported; 2026Q1: 10,390 shares; 2026Q2: 10,390 shares 10,390 $40K 0.03% 0 Timeline CRDL CARDIOL THERAPEUTICS INC More: the full row for CARDIOL THERAPEUTICS 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,000 shares 21,000 $22K 0.01% new Timeline