SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683,546 shares; 2024Q4: 103,628 shares; 2025Q1: 946,779 shares; 2025Q2: 711,846 shares; 2025Q3: 448,252 shares; 2025Q4: 523,880 shares; 2026Q1: 427,077 shares; 2026Q2: 817,426 shares 817,426 $90.2M 3.54% +390,349 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: 68,900 shares; 2024Q4: 69,127 shares; 2025Q1: 70,651 shares; 2025Q2: 69,828 shares; 2025Q3: 71,118 shares; 2025Q4: 68,295 shares; 2026Q1: 68,020 shares; 2026Q2: 67,574 shares 67,574 $72M 2.82% -446 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: 87,025 shares; 2024Q4: 151,390 shares; 2025Q1: 171,437 shares; 2025Q2: 185,927 shares; 2025Q3: 220,060 shares; 2025Q4: 219,093 shares; 2026Q1: 218,911 shares; 2026Q2: 218,771 shares 218,771 $63.3M 2.48% -140 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: 162,857 shares; 2024Q4: 1,049,550 shares; 2025Q1: 1,285,061 shares; 2025Q2: 1,295,841 shares; 2025Q3: 1,370,264 shares; 2025Q4: 1,386,608 shares; 2026Q1: 1,404,940 shares; 2026Q2: 1,529,124 shares 1,529,124 $51.7M 2.03% +124,184 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: 26,772 shares; 2024Q4: 29,215 shares; 2025Q1: 34,332 shares; 2025Q2: 42,185 shares; 2025Q3: 60,170 shares; 2025Q4: 57,423 shares; 2026Q1: 46,392 shares; 2026Q2: 63,081 shares 63,081 $46.5M 1.82% +16,689 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: 206,126 shares; 2024Q4: 24,300 shares; 2025Q1: 293,043 shares; 2025Q2: 313,902 shares; 2025Q3: 332,200 shares; 2025Q4: 320,473 shares; 2026Q1: 445,322 shares; 2026Q2: 494,011 shares 494,011 $45.3M 1.78% +48,689 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: 72,981 shares; 2024Q4: 107,759 shares; 2025Q1: 119,945 shares; 2025Q2: 163,083 shares; 2025Q3: 203,379 shares; 2025Q4: 203,945 shares; 2026Q1: 207,676 shares; 2026Q2: 213,465 shares 213,465 $42.7M 1.67% +5,789 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,781 shares; 2024Q4: 417,428 shares; 2025Q1: 676,654 shares; 2025Q2: 483,270 shares; 2025Q3: 563,270 shares; 2025Q4: 664,696 shares; 2026Q1: 1,120,648 shares; 2026Q2: 828,455 shares 828,455 $41.7M 1.64% -292,193 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: 7,533 shares; 2024Q4: 9,114 shares; 2025Q1: 11,085 shares; 2025Q2: 25,598 shares; 2025Q3: 41,040 shares; 2025Q4: 34,776 shares; 2026Q1: 47,236 shares; 2026Q2: 42,596 shares 42,596 $31.8M 1.25% -4,640 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: 106,321 shares; 2024Q4: 430,375 shares; 2025Q1: 554,336 shares; 2025Q2: 586,054 shares; 2025Q3: 659,627 shares; 2025Q4: 730,523 shares; 2026Q1: 784,849 shares; 2026Q2: 826,208 shares 826,208 $30.2M 1.18% +41,359 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: 308,615 shares; 2024Q4: 305,406 shares; 2025Q1: 298,499 shares; 2025Q2: 295,047 shares; 2025Q3: 355,288 shares; 2025Q4: 367,791 shares; 2026Q1: 316,731 shares; 2026Q2: 340,546 shares 340,546 $29.9M 1.17% +23,815 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: 251,537 shares; 2024Q4: 1,034,080 shares; 2025Q1: 1,090,437 shares; 2025Q2: 1,112,718 shares; 2025Q3: 1,079,456 shares; 2025Q4: 1,009,545 shares; 2026Q1: 966,936 shares; 2026Q2: 874,061 shares 874,061 $27.7M 1.09% -92,875 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: 68,216 shares; 2024Q4: 226,506 shares; 2025Q1: 280,033 shares; 2025Q2: 302,611 shares; 2025Q3: 349,514 shares; 2025Q4: 352,319 shares; 2026Q1: 358,291 shares; 2026Q2: 401,918 shares 401,918 $25M 0.98% +43,627 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: 40,961 shares; 2024Q4: 43,222 shares; 2025Q1: 40,376 shares; 2025Q2: 42,245 shares; 2025Q3: 46,655 shares; 2025Q4: 72,779 shares; 2026Q1: 75,576 shares; 2026Q2: 76,688 shares 76,688 $23M 0.9% +1,112 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: 32,954 shares; 2024Q4: 46,459 shares; 2025Q1: 57,436 shares; 2025Q2: 68,688 shares; 2025Q3: 86,360 shares; 2025Q4: 89,518 shares; 2026Q1: 87,109 shares; 2026Q2: 93,630 shares 93,630 $22.3M 0.88% +6,521 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: 224,815 shares; 2024Q4: 243,384 shares; 2025Q1: 269,512 shares; 2025Q2: 258,726 shares; 2025Q3: 287,398 shares; 2025Q4: 295,009 shares; 2026Q1: 289,238 shares; 2026Q2: 307,522 shares 307,522 $21.9M 0.86% +18,284 Timeline PSFF 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: 252,236 shares; 2025Q1: 378,604 shares; 2025Q2: 391,560 shares; 2025Q3: 468,174 shares; 2025Q4: 528,378 shares; 2026Q1: 589,611 shares; 2026Q2: 630,748 shares 630,748 $21.6M 0.85% +41,137 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,475 shares; 2026Q2: 236,893 shares 236,893 $21.1M 0.83% +15,418 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: 18,257 shares; 2024Q4: 18,335 shares; 2025Q1: 35,019 shares; 2025Q2: 36,041 shares; 2025Q3: 40,405 shares; 2025Q4: 39,307 shares; 2026Q1: 41,596 shares; 2026Q2: 244,365 shares 244,365 $21M 0.83% +202,769 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: 30,153 shares; 2024Q4: 33,565 shares; 2025Q1: 36,635 shares; 2025Q2: 40,833 shares; 2025Q3: 54,028 shares; 2025Q4: 52,714 shares; 2026Q1: 67,396 shares; 2026Q2: 56,291 shares 56,291 $21M 0.82% -11,105 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: 22,909 shares; 2024Q4: 37,310 shares; 2025Q1: 36,801 shares; 2025Q2: 41,667 shares; 2025Q3: 55,123 shares; 2025Q4: 54,316 shares; 2026Q1: 56,786 shares; 2026Q2: 56,435 shares 56,435 $20.2M 0.79% -351 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: 13,648 shares; 2024Q4: 15,022 shares; 2025Q1: 18,097 shares; 2025Q2: 19,996 shares; 2025Q3: 26,526 shares; 2025Q4: 26,703 shares; 2026Q1: 25,770 shares; 2026Q2: 26,004 shares 26,004 $19.5M 0.76% +234 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,578 shares; 2025Q3: 646,244 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806,315 shares 806,315 $17.8M 0.7% new 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: 26,084 shares; 2024Q4: 30,211 shares; 2025Q1: 33,694 shares; 2025Q2: 37,310 shares; 2025Q3: 50,604 shares; 2025Q4: 48,334 shares; 2026Q1: 49,361 shares; 2026Q2: 48,911 shares 48,911 $17.3M 0.68% -450 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,700 shares; 2024Q4: 262,275 shares; 2025Q1: 316,951 shares; 2025Q2: 344,469 shares; 2025Q3: 394,514 shares; 2025Q4: 470,461 shares; 2026Q1: 508,404 shares; 2026Q2: 420,410 shares 420,410 $17.3M 0.68% -87,994 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: 5,911 shares; 2024Q4: 6,207 shares; 2025Q1: 11,973 shares; 2025Q2: 11,274 shares; 2025Q3: 13,935 shares; 2025Q4: 31,388 shares; 2026Q1: 22,361 shares; 2026Q2: 14,927 shares 14,927 $17.2M 0.68% -7,434 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: 6,644 shares; 2024Q4: 7,936 shares; 2025Q1: 7,468 shares; 2025Q2: 11,631 shares; 2025Q3: 26,179 shares; 2025Q4: 21,722 shares; 2026Q1: 22,525 shares; 2026Q2: 22,560 shares 22,560 $15.5M 0.61% +35 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 183,410 shares; 2025Q2: 77,753 shares; 2025Q3: 129,745 shares; 2025Q4: 378,246 shares; 2026Q1: 219,312 shares; 2026Q2: 565,839 shares 565,839 $15.1M 0.59% +346,527 Timeline GMAY 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: 426,230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349,265 shares 349,265 $15M 0.59% new 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: 13,074 shares; 2024Q4: 11,769 shares; 2025Q1: 10,466 shares; 2025Q2: 12,821 shares; 2025Q3: 20,605 shares; 2025Q4: 26,327 shares; 2026Q1: 32,902 shares; 2026Q2: 22,890 shares 22,890 $15M 0.59% -10,012 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: 3,832 shares; 2024Q4: 5,626 shares; 2025Q1: 46,569 shares; 2025Q2: 50,759 shares; 2025Q3: 65,446 shares; 2025Q4: 68,344 shares; 2026Q1: 67,508 shares; 2026Q2: 68,789 shares 68,789 $15M 0.59% +1,281 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: 6,062 shares; 2024Q4: 7,893 shares; 2025Q1: 13,398 shares; 2025Q2: 12,929 shares; 2025Q3: 22,852 shares; 2025Q4: 20,980 shares; 2026Q1: 50,113 shares; 2026Q2: 25,705 shares 25,705 $14.9M 0.59% -24,408 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: 46,203 shares; 2024Q4: 49,144 shares; 2025Q1: 62,066 shares; 2025Q2: 54,195 shares; 2025Q3: 57,523 shares; 2025Q4: 60,670 shares; 2026Q1: 61,979 shares; 2026Q2: 64,144 shares 64,144 $14.6M 0.57% +2,165 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: 21,601 shares; 2024Q4: 20,312 shares; 2025Q1: 18,922 shares; 2025Q2: 26,806 shares; 2025Q3: 31,590 shares; 2025Q4: 36,289 shares; 2026Q1: 32,145 shares; 2026Q2: 32,561 shares 32,561 $13.7M 0.54% +416 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: 89,496 shares; 2024Q4: 273,135 shares; 2025Q1: 278,636 shares; 2025Q2: 279,214 shares; 2025Q3: 282,287 shares; 2025Q4: 279,157 shares; 2026Q1: 297,140 shares; 2026Q2: 356,977 shares 356,977 $13.2M 0.52% +59,837 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,993 shares; 2024Q4: 5,791 shares; 2025Q1: 16,043 shares; 2025Q2: 15,503 shares; 2025Q3: 18,133 shares; 2025Q4: 21,313 shares; 2026Q1: 134,184 shares; 2026Q2: 129,036 shares 129,036 $13M 0.51% -5,148 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,787 shares; 2026Q1: 209,694 shares; 2026Q2: 241,427 shares 241,427 $11.7M 0.46% +31,733 Timeline SPYI 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 reported; 2024Q4: not reported; 2025Q1: 104,482 shares; 2025Q2: 147,662 shares; 2025Q3: 166,492 shares; 2025Q4: 180,663 shares; 2026Q1: 203,127 shares; 2026Q2: 214,677 shares 214,677 $11.4M 0.45% +11,550 Timeline 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: 9,184 shares; 2024Q4: 62,749 shares; 2025Q1: 61,606 shares; 2025Q2: 48,554 shares; 2025Q3: 49,812 shares; 2025Q4: 49,201 shares; 2026Q1: 63,722 shares; 2026Q2: 62,929 shares 62,929 $10.7M 0.42% -793 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: 6,130 shares; 2024Q4: 7,642 shares; 2025Q1: 15,044 shares; 2025Q2: 11,694 shares; 2025Q3: 23,182 shares; 2025Q4: 24,436 shares; 2026Q1: 25,407 shares; 2026Q2: 28,243 shares 28,243 $10.7M 0.42% +2,836 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 231,877 shares; 2025Q3: 244,452 shares; 2025Q4: 251,583 shares; 2026Q1: 263,186 shares; 2026Q2: 269,410 shares 269,410 $10.6M 0.41% +6,224 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: 71,382 shares; 2024Q4: 75,310 shares; 2025Q1: 79,226 shares; 2025Q2: 101,103 shares; 2025Q3: 113,752 shares; 2025Q4: 117,021 shares; 2026Q1: 124,885 shares; 2026Q2: 123,316 shares 123,316 $10.2M 0.4% -1,569 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: 54,311 shares; 2024Q4: 54,395 shares; 2025Q1: 91,386 shares; 2025Q2: 57,392 shares; 2025Q3: 92,529 shares; 2025Q4: 235,318 shares; 2026Q1: 232,963 shares; 2026Q2: 189,623 shares 189,623 $10.1M 0.39% -43,340 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: 78,188 shares; 2024Q4: 99,711 shares; 2025Q1: 52,404 shares; 2025Q2: 70,838 shares; 2025Q3: 72,389 shares; 2025Q4: 72,755 shares; 2026Q1: 76,677 shares; 2026Q2: 78,431 shares 78,431 $10M 0.39% +1,754 Timeline HEGD 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: 12,726 shares; 2024Q4: not reported; 2025Q1: 43,969 shares; 2025Q2: 42,315 shares; 2025Q3: 333,629 shares; 2025Q4: 347,743 shares; 2026Q1: 369,577 shares; 2026Q2: 376,676 shares 376,676 $10M 0.39% +7,099 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: 32,367 shares; 2024Q4: 41,444 shares; 2025Q1: 56,072 shares; 2025Q2: 66,579 shares; 2025Q3: 80,608 shares; 2025Q4: 88,241 shares; 2026Q1: 88,197 shares; 2026Q2: 87,207 shares 87,207 $9.88M 0.39% -990 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: 3,397 shares; 2024Q4: 3,789 shares; 2025Q1: 4,248 shares; 2025Q2: 4,471 shares; 2025Q3: 6,352 shares; 2025Q4: 7,859 shares; 2026Q1: 6,901 shares; 2026Q2: 8,231 shares 8,231 $9.87M 0.39% +1,330 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: 15,475 shares; 2024Q4: 17,358 shares; 2025Q1: 20,807 shares; 2025Q2: 22,487 shares; 2025Q3: 26,358 shares; 2025Q4: 26,781 shares; 2026Q1: 26,563 shares; 2026Q2: 26,672 shares 26,672 $9.87M 0.39% +109 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: 31,631 shares; 2024Q4: 33,301 shares; 2025Q1: 36,559 shares; 2025Q2: 34,596 shares; 2025Q3: 38,102 shares; 2025Q4: 37,913 shares; 2026Q1: 38,690 shares; 2026Q2: 39,096 shares 39,096 $9.84M 0.39% +406 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 127,168 shares; 2025Q4: 139,391 shares; 2026Q1: 143,689 shares; 2026Q2: 134,956 shares 134,956 $9.72M 0.38% -8,733 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: 8,600 shares; 2024Q4: 17,497 shares; 2025Q1: 22,622 shares; 2025Q2: 23,965 shares; 2025Q3: 31,519 shares; 2025Q4: 28,948 shares; 2026Q1: 29,128 shares; 2026Q2: 29,524 shares 29,524 $9.66M 0.38% +396 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 337,299 shares; 2026Q1: 434,622 shares; 2026Q2: 469,170 shares 469,170 $9.55M 0.37% +34,548 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: 17,042 shares; 2024Q4: 21,388 shares; 2025Q1: 29,122 shares; 2025Q2: 34,396 shares; 2025Q3: 57,401 shares; 2025Q4: 135,447 shares; 2026Q1: 246,145 shares; 2026Q2: 278,800 shares 278,800 $9.55M 0.37% +32,655 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: 42,857 shares; 2024Q4: 43,118 shares; 2025Q1: 40,961 shares; 2025Q2: 40,643 shares; 2025Q3: 40,704 shares; 2025Q4: 39,918 shares; 2026Q1: 40,523 shares; 2026Q2: 37,942 shares 37,942 $9.2M 0.36% -2,581 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,089 shares; 2024Q4: 89,494 shares; 2025Q1: 95,898 shares; 2025Q2: 96,869 shares; 2025Q3: 123,118 shares; 2025Q4: 141,833 shares; 2026Q1: 154,266 shares; 2026Q2: 185,018 shares 185,018 $9.12M 0.36% +30,752 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: 18,198 shares; 2024Q4: 18,753 shares; 2025Q1: 23,831 shares; 2025Q2: 26,450 shares; 2025Q3: 29,903 shares; 2025Q4: 30,035 shares; 2026Q1: 82,725 shares; 2026Q2: 117,526 shares 117,526 $9.12M 0.36% +34,801 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: 4,575 shares; 2024Q4: 6,612 shares; 2025Q1: 11,845 shares; 2025Q2: 11,137 shares; 2025Q3: 15,631 shares; 2025Q4: 15,069 shares; 2026Q1: 15,615 shares; 2026Q2: 16,155 shares 16,155 $9.1M 0.36% +540 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: 10,190 shares; 2024Q4: 10,728 shares; 2025Q1: 10,972 shares; 2025Q2: 11,519 shares; 2025Q3: 11,078 shares; 2025Q4: 11,013 shares; 2026Q1: 9,579 shares; 2026Q2: 74,237 shares 74,237 $8.87M 0.35% +64,658 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: 35,974 shares; 2024Q4: 36,401 shares; 2025Q1: 71,944 shares; 2025Q2: 79,960 shares; 2025Q3: 100,725 shares; 2025Q4: 106,485 shares; 2026Q1: 110,529 shares; 2026Q2: 109,077 shares 109,077 $8.84M 0.35% -1,452 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,741 shares; 2024Q4: 66,470 shares; 2025Q1: 84,687 shares; 2025Q2: 95,066 shares; 2025Q3: 86,502 shares; 2025Q4: 105,777 shares; 2026Q1: 105,733 shares; 2026Q2: 85,995 shares 85,995 $8.67M 0.34% -19,738 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,363 shares; 2025Q3: 408,045 shares; 2025Q4: 421,091 shares; 2026Q1: 435,565 shares; 2026Q2: 216,245 shares 216,245 $8.55M 0.34% -219,320 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,274 shares; 2024Q4: 177,212 shares; 2025Q1: 181,192 shares; 2025Q2: 195,178 shares; 2025Q3: 205,427 shares; 2025Q4: 151,570 shares; 2026Q1: 155,454 shares; 2026Q2: 167,519 shares 167,519 $8.43M 0.33% +12,065 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,351 shares; 2025Q3: 52,705 shares; 2025Q4: 80,941 shares; 2026Q1: 103,009 shares; 2026Q2: 186,206 shares 186,206 $8.39M 0.33% +83,197 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: 67,898 shares; 2024Q4: 71,463 shares; 2025Q1: 98,853 shares; 2025Q2: 89,006 shares; 2025Q3: 117,388 shares; 2025Q4: 137,914 shares; 2026Q1: 147,295 shares; 2026Q2: 140,047 shares 140,047 $8.37M 0.33% -7,248 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: 74,454 shares; 2024Q4: 83,054 shares; 2025Q1: 102,632 shares; 2025Q2: 111,256 shares; 2025Q3: 119,978 shares; 2025Q4: 124,489 shares; 2026Q1: 128,131 shares; 2026Q2: 141,738 shares 141,738 $8.35M 0.33% +13,607 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: 17,719 shares; 2024Q4: 17,593 shares; 2025Q1: 16,347 shares; 2025Q2: 15,779 shares; 2025Q3: 15,832 shares; 2025Q4: 16,148 shares; 2026Q1: 24,320 shares; 2026Q2: 24,114 shares 24,114 $8.29M 0.33% -206 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: 23,790 shares; 2024Q4: 23,054 shares; 2025Q1: 23,232 shares; 2025Q2: 23,164 shares; 2025Q3: 23,310 shares; 2025Q4: 23,808 shares; 2026Q1: 24,953 shares; 2026Q2: 101,278 shares 101,278 $8.16M 0.32% +76,325 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,081 shares; 2024Q4: 247,898 shares; 2025Q1: 236,297 shares; 2025Q2: 292,451 shares; 2025Q3: 297,493 shares; 2025Q4: 288,712 shares; 2026Q1: 272,809 shares; 2026Q2: 267,799 shares 267,799 $8.08M 0.32% -5,010 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: 3,257 shares; 2024Q4: 3,456 shares; 2025Q1: 3,433 shares; 2025Q2: 3,408 shares; 2025Q3: 3,555 shares; 2025Q4: 58,274 shares; 2026Q1: 60,742 shares; 2026Q2: 58,249 shares 58,249 $7.96M 0.31% -2,493 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: 452,763 shares; 2024Q4: 458,862 shares; 2025Q1: 459,465 shares; 2025Q2: 501,753 shares; 2025Q3: 572,239 shares; 2025Q4: 596,228 shares; 2026Q1: 163,343 shares; 2026Q2: 157,721 shares 157,721 $7.95M 0.31% -5,622 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: 32,116 shares; 2024Q4: 37,934 shares; 2025Q1: 63,613 shares; 2025Q2: 67,595 shares; 2025Q3: 105,522 shares; 2025Q4: 113,509 shares; 2026Q1: 114,862 shares; 2026Q2: 147,595 shares 147,595 $7.91M 0.31% +32,733 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares; 2025Q3: 123,678 shares; 2025Q4: 126,211 shares; 2026Q1: 121,533 shares; 2026Q2: 115,333 shares 115,333 $7.89M 0.31% -6,200 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: 94,599 shares; 2024Q4: 100,724 shares; 2025Q1: 99,666 shares; 2025Q2: 107,093 shares; 2025Q3: 124,480 shares; 2025Q4: 134,933 shares; 2026Q1: 140,190 shares; 2026Q2: 149,215 shares 149,215 $7.87M 0.31% +9,025 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: 85,862 shares; 2024Q4: 87,972 shares; 2025Q1: 84,808 shares; 2025Q2: 81,498 shares; 2025Q3: 91,503 shares; 2025Q4: 71,655 shares; 2026Q1: 86,463 shares; 2026Q2: 73,512 shares 73,512 $7.28M 0.29% -12,951 Timeline IJK 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 reported; 2025Q4: not reported; 2026Q1: 66,811 shares; 2026Q2: 61,723 shares 61,723 $7.25M 0.28% -5,088 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: 15,116 shares; 2024Q4: 16,238 shares; 2025Q1: 17,795 shares; 2025Q2: 17,453 shares; 2025Q3: 19,543 shares; 2025Q4: 19,913 shares; 2026Q1: 20,856 shares; 2026Q2: 21,039 shares 21,039 $7.22M 0.28% +183 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: 49,682 shares; 2024Q4: 51,320 shares; 2025Q1: 37,317 shares; 2025Q2: 60,935 shares; 2025Q3: 61,477 shares; 2025Q4: 61,381 shares; 2026Q1: 60,764 shares; 2026Q2: 61,832 shares 61,832 $7.21M 0.28% +1,068 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: 17,646 shares; 2024Q4: 19,225 shares; 2025Q1: 43,260 shares; 2025Q2: 23,193 shares; 2025Q3: 24,778 shares; 2025Q4: 23,008 shares; 2026Q1: 20,252 shares; 2026Q2: 19,564 shares 19,564 $7.21M 0.28% -688 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: 25,822 shares; 2024Q4: 26,568 shares; 2025Q1: 28,621 shares; 2025Q2: 27,231 shares; 2025Q3: 27,779 shares; 2025Q4: 28,978 shares; 2026Q1: 29,163 shares; 2026Q2: 29,538 shares 29,538 $7.18M 0.28% +375 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,445 shares; 2024Q4: 53,319 shares; 2025Q1: 95,120 shares; 2025Q2: 114,886 shares; 2025Q3: 126,020 shares; 2025Q4: 147,678 shares; 2026Q1: 154,614 shares; 2026Q2: 154,874 shares 154,874 $7.08M 0.28% +260 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,644 shares; 2025Q2: 14,421 shares; 2025Q3: 41,424 shares; 2025Q4: 63,235 shares; 2026Q1: 66,825 shares; 2026Q2: 78,547 shares 78,547 $7.08M 0.28% +11,722 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,785 shares; 2024Q4: 181,093 shares; 2025Q1: 245,168 shares; 2025Q2: 208,973 shares; 2025Q3: 357,771 shares; 2025Q4: 406,510 shares; 2026Q1: 502,865 shares; 2026Q2: 443,492 shares 443,492 $7.04M 0.28% -59,373 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: 1,622 shares; 2024Q4: 1,756 shares; 2025Q1: 2,297 shares; 2025Q2: 11,543 shares; 2025Q3: 16,865 shares; 2025Q4: 18,880 shares; 2026Q1: 20,002 shares; 2026Q2: 16,887 shares 16,887 $7.02M 0.28% -3,115 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,313 shares; 2024Q4: 120,243 shares; 2025Q1: 104,548 shares; 2025Q2: 128,745 shares; 2025Q3: 136,678 shares; 2025Q4: 147,421 shares; 2026Q1: 155,650 shares; 2026Q2: 152,996 shares 152,996 $7M 0.27% -2,654 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,723 shares; 2024Q4: 29,275 shares; 2025Q1: 93,112 shares; 2025Q2: 121,193 shares; 2025Q3: 136,274 shares; 2025Q4: 174,879 shares; 2026Q1: 189,738 shares; 2026Q2: 152,444 shares 152,444 $6.95M 0.27% -37,294 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: 5,307 shares; 2024Q4: 6,629 shares; 2025Q1: 7,493 shares; 2025Q2: 7,601 shares; 2025Q3: 15,469 shares; 2025Q4: 29,683 shares; 2026Q1: 30,803 shares; 2026Q2: 36,461 shares 36,461 $6.95M 0.27% +5,658 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,941 shares; 2024Q4: 100,907 shares; 2025Q1: 94,603 shares; 2025Q2: 92,676 shares; 2025Q3: 45,893 shares; 2025Q4: 45,379 shares; 2026Q1: 44,523 shares; 2026Q2: 43,972 shares 43,972 $6.9M 0.27% -551 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: 102,487 shares; 2024Q4: 211,924 shares; 2025Q1: 198,789 shares; 2025Q2: 198,534 shares; 2025Q3: 192,615 shares; 2025Q4: 190,648 shares; 2026Q1: 191,698 shares; 2026Q2: 190,466 shares 190,466 $6.88M 0.27% -1,232 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,143 shares; 2024Q4: 8,148 shares; 2025Q1: 9,309 shares; 2025Q2: 10,245 shares; 2025Q3: 11,860 shares; 2025Q4: 22,352 shares; 2026Q1: 101,621 shares; 2026Q2: 169,708 shares 169,708 $6.81M 0.27% +68,087 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: 8,683 shares; 2024Q4: 10,689 shares; 2025Q1: 14,326 shares; 2025Q2: 15,352 shares; 2025Q3: 14,672 shares; 2025Q4: 13,820 shares; 2026Q1: 13,909 shares; 2026Q2: 13,555 shares 13,555 $6.78M 0.27% -354 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: 17,316 shares; 2024Q4: 17,228 shares; 2025Q1: 20,763 shares; 2025Q2: 19,948 shares; 2025Q3: 22,097 shares; 2025Q4: 21,104 shares; 2026Q1: 21,598 shares; 2026Q2: 21,943 shares 21,943 $6.65M 0.26% +345 Timeline CWB 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: 13,771 shares; 2024Q4: 16,178 shares; 2025Q1: 2,698 shares; 2025Q2: 3,961 shares; 2025Q3: 23,145 shares; 2025Q4: 23,069 shares; 2026Q1: 30,995 shares; 2026Q2: 61,032 shares 61,032 $6.58M 0.26% +30,037 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,941 shares; 2024Q4: 19,312 shares; 2025Q1: 159,786 shares; 2025Q2: 188,283 shares; 2025Q3: 201,855 shares; 2025Q4: 208,590 shares; 2026Q1: 206,620 shares; 2026Q2: 202,618 shares 202,618 $6.38M 0.25% -4,002 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,230 shares; 2024Q4: 33,493 shares; 2025Q1: 33,901 shares; 2025Q2: 34,041 shares; 2025Q3: 38,319 shares; 2025Q4: 40,563 shares; 2026Q1: 62,204 shares; 2026Q2: 228,382 shares 228,382 $6.33M 0.25% +166,178 Timeline PALC 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: 64,867 shares; 2025Q1: 123,780 shares; 2025Q2: 129,937 shares; 2025Q3: 119,042 shares; 2025Q4: 114,741 shares; 2026Q1: 110,622 shares; 2026Q2: 105,749 shares 105,749 $6.32M 0.25% -4,873 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: 2,702 shares; 2024Q4: 2,125 shares; 2025Q1: 4,858 shares; 2025Q2: 6,049 shares; 2025Q3: 11,815 shares; 2025Q4: 12,724 shares; 2026Q1: 13,082 shares; 2026Q2: 13,228 shares 13,228 $6.32M 0.25% +146 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: 33,280 shares; 2024Q4: 59,278 shares; 2025Q1: 66,375 shares; 2025Q2: 79,328 shares; 2025Q3: 87,293 shares; 2025Q4: 88,045 shares; 2026Q1: 97,973 shares; 2026Q2: 111,831 shares 111,831 $6.32M 0.25% +13,858 Timeline SPMD 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: 67,228 shares; 2024Q4: 62,821 shares; 2025Q1: 73,409 shares; 2025Q2: 84,405 shares; 2025Q3: 88,166 shares; 2025Q4: 91,249 shares; 2026Q1: 92,501 shares; 2026Q2: 92,979 shares 92,979 $6.28M 0.25% +478 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: 3,813 shares; 2024Q4: 38,036 shares; 2025Q1: 42,027 shares; 2025Q2: 36,479 shares; 2025Q3: 51,249 shares; 2025Q4: 142,433 shares; 2026Q1: 103,623 shares; 2026Q2: 136,362 shares 136,362 $6.18M 0.24% +32,739 Timeline JUNW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175,907 shares 175,907 $6.05M 0.24% new 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: 2,026 shares; 2024Q4: 4,174 shares; 2025Q1: 8,384 shares; 2025Q2: 10,314 shares; 2025Q3: 16,782 shares; 2025Q4: 22,600 shares; 2026Q1: 17,084 shares; 2026Q2: 24,907 shares 24,907 $6.04M 0.24% +7,823 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: 16,855 shares; 2024Q4: 25,976 shares; 2025Q1: 26,103 shares; 2025Q2: 26,456 shares; 2025Q3: 25,711 shares; 2025Q4: 25,195 shares; 2026Q1: 25,568 shares; 2026Q2: 25,462 shares 25,462 $6.02M 0.24% -106 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: 27,185 shares; 2024Q4: 31,665 shares; 2025Q1: 26,514 shares; 2025Q2: 28,190 shares; 2025Q3: 36,659 shares; 2025Q4: 35,336 shares; 2026Q1: 47,715 shares; 2026Q2: 43,532 shares 43,532 $5.95M 0.23% -4,183 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: 52,894 shares; 2024Q4: 53,455 shares; 2025Q1: 58,427 shares; 2025Q2: 57,158 shares; 2025Q3: 55,272 shares; 2025Q4: 59,417 shares; 2026Q1: 61,893 shares; 2026Q2: 68,977 shares 68,977 $5.9M 0.23% +7,084 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 119,063 shares; 2025Q4: 148,168 shares; 2026Q1: 142,469 shares; 2026Q2: 150,605 shares 150,605 $5.81M 0.23% +8,136 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: 6,413 shares; 2024Q4: 15,576 shares; 2025Q1: 16,634 shares; 2025Q2: 22,403 shares; 2025Q3: 63,658 shares; 2025Q4: 64,718 shares; 2026Q1: 67,531 shares; 2026Q2: 71,061 shares 71,061 $5.74M 0.23% +3,530 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: 8,893 shares; 2024Q4: 8,961 shares; 2025Q1: 9,232 shares; 2025Q2: 8,252 shares; 2025Q3: 9,220 shares; 2025Q4: 9,070 shares; 2026Q1: 9,021 shares; 2026Q2: 8,967 shares 8,967 $5.69M 0.22% -54 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: 6,883 shares; 2024Q4: 12,990 shares; 2025Q1: 14,849 shares; 2025Q2: 19,594 shares; 2025Q3: 26,594 shares; 2025Q4: 28,518 shares; 2026Q1: 32,261 shares; 2026Q2: 34,069 shares 34,069 $5.65M 0.22% +1,808 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,335 shares; 2026Q1: 85,204 shares; 2026Q2: 109,517 shares 109,517 $5.52M 0.22% +24,313 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,996 shares; 2024Q4: 15,078 shares; 2025Q1: 16,943 shares; 2025Q2: 16,073 shares; 2025Q3: 16,645 shares; 2025Q4: 17,373 shares; 2026Q1: 17,728 shares; 2026Q2: 17,813 shares 17,813 $5.46M 0.21% +85 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: 3,054 shares; 2024Q4: 3,292 shares; 2025Q1: 7,188 shares; 2025Q2: 8,541 shares; 2025Q3: 12,925 shares; 2025Q4: 9,637 shares; 2026Q1: 10,158 shares; 2026Q2: 10,425 shares 10,425 $5.45M 0.21% +267 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,533 shares; 2024Q4: 32,371 shares; 2025Q1: 31,810 shares; 2025Q2: 32,729 shares; 2025Q3: 64,372 shares; 2025Q4: 62,222 shares; 2026Q1: 62,594 shares; 2026Q2: 65,894 shares 65,894 $5.41M 0.21% +3,300 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: 9,007 shares; 2024Q4: 10,297 shares; 2025Q1: 24,391 shares; 2025Q2: 17,245 shares; 2025Q3: 21,588 shares; 2025Q4: 23,512 shares; 2026Q1: 25,211 shares; 2026Q2: 28,360 shares 28,360 $5.38M 0.21% +3,149 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: 13,701 shares; 2024Q4: 82,555 shares; 2025Q1: 93,638 shares; 2025Q2: 64,963 shares; 2025Q3: 63,493 shares; 2025Q4: 90,314 shares; 2026Q1: 96,684 shares; 2026Q2: 25,141 shares 25,141 $5.35M 0.21% -71,543 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: 1,806 shares; 2024Q4: 2,102 shares; 2025Q1: 3,015 shares; 2025Q2: 4,275 shares; 2025Q3: 6,626 shares; 2025Q4: 7,293 shares; 2026Q1: 7,091 shares; 2026Q2: 6,862 shares 6,862 $5.24M 0.21% -229 Timeline CORP 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: 72,939 shares; 2024Q4: 73,587 shares; 2025Q1: 76,648 shares; 2025Q2: 76,936 shares; 2025Q3: 79,061 shares; 2025Q4: 82,372 shares; 2026Q1: 84,352 shares; 2026Q2: 53,985 shares 53,985 $5.23M 0.21% -30,367 Timeline DMAY 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: 121,341 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 107,651 shares 107,651 $5.07M 0.2% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 4,788 shares; 2025Q1: 7,752 shares; 2025Q2: 7,943 shares; 2025Q3: 22,445 shares; 2025Q4: 18,766 shares; 2026Q1: 20,976 shares; 2026Q2: 31,768 shares 31,768 $5.04M 0.2% +10,792 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: 2,914 shares; 2024Q4: 4,187 shares; 2025Q1: 6,236 shares; 2025Q2: 5,701 shares; 2025Q3: 5,656 shares; 2025Q4: 4,939 shares; 2026Q1: 6,898 shares; 2026Q2: 5,285 shares 5,285 $4.94M 0.19% -1,613 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: 48,592 shares; 2024Q4: 56,091 shares; 2025Q1: 53,041 shares; 2025Q2: 60,137 shares; 2025Q3: 60,748 shares; 2025Q4: 58,109 shares; 2026Q1: 53,023 shares; 2026Q2: 50,999 shares 50,999 $4.88M 0.19% -2,024 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 4,768 shares; 2025Q4: 1,905 shares; 2026Q1: 7,060 shares; 2026Q2: 14,202 shares 14,202 $4.87M 0.19% +7,142 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,954 shares; 2024Q4: 144,895 shares; 2025Q1: 150,853 shares; 2025Q2: 146,129 shares; 2025Q3: 120,160 shares; 2025Q4: 153,487 shares; 2026Q1: 166,510 shares; 2026Q2: 191,159 shares 191,159 $4.82M 0.19% +24,649 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: 80,823 shares; 2024Q4: 80,253 shares; 2025Q1: 82,561 shares; 2025Q2: 80,641 shares; 2025Q3: 81,053 shares; 2025Q4: 122,757 shares; 2026Q1: 116,213 shares; 2026Q2: 115,250 shares 115,250 $4.75M 0.19% -963 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: 29,366 shares; 2024Q4: 39,925 shares; 2025Q1: 51,178 shares; 2025Q2: 58,423 shares; 2025Q3: 81,641 shares; 2025Q4: 97,171 shares; 2026Q1: 92,534 shares; 2026Q2: 93,956 shares 93,956 $4.75M 0.19% +1,422 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: 9,301 shares; 2024Q4: 9,828 shares; 2025Q1: 13,726 shares; 2025Q2: 13,025 shares; 2025Q3: 16,650 shares; 2025Q4: 16,588 shares; 2026Q1: 19,068 shares; 2026Q2: 18,662 shares 18,662 $4.74M 0.19% -406 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,869 shares; 2024Q4: 33,703 shares; 2025Q1: 40,349 shares; 2025Q2: 51,190 shares; 2025Q3: 49,969 shares; 2025Q4: 32,235 shares; 2026Q1: 22,348 shares; 2026Q2: 45,929 shares 45,929 $4.7M 0.18% +23,581 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,980 shares 74,980 $4.7M 0.18% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,885 shares; 2025Q3: 51,698 shares; 2025Q4: 76,572 shares; 2026Q1: 35,633 shares; 2026Q2: 57,078 shares 57,078 $4.62M 0.18% +21,445 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 37,886 shares; 2025Q3: 82,752 shares; 2025Q4: 92,725 shares; 2026Q1: 152,486 shares; 2026Q2: 93,523 shares 93,523 $4.59M 0.18% -58,963 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: 3,729 shares; 2024Q4: 9,330 shares; 2025Q1: 11,202 shares; 2025Q2: 10,426 shares; 2025Q3: 12,602 shares; 2025Q4: 12,001 shares; 2026Q1: 12,989 shares; 2026Q2: 12,954 shares 12,954 $4.57M 0.18% -35 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: 59,203 shares; 2024Q4: 182,217 shares; 2025Q1: 182,462 shares; 2025Q2: 223,710 shares; 2025Q3: 219,984 shares; 2025Q4: 207,807 shares; 2026Q1: 195,003 shares; 2026Q2: 155,141 shares 155,141 $4.57M 0.18% -39,862 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: 35,130 shares; 2024Q4: 39,378 shares; 2025Q1: 67,969 shares; 2025Q2: 78,222 shares; 2025Q3: 126,285 shares; 2025Q4: 167,219 shares; 2026Q1: 177,399 shares; 2026Q2: 189,146 shares 189,146 $4.51M 0.18% +11,747 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: 15,577 shares; 2024Q4: 15,429 shares; 2025Q1: 15,347 shares; 2025Q2: 14,822 shares; 2025Q3: 15,380 shares; 2025Q4: 13,620 shares; 2026Q1: 13,465 shares; 2026Q2: 13,467 shares 13,467 $4.51M 0.18% +2 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 46,902 shares; 2025Q2: 50,795 shares; 2025Q3: 54,298 shares; 2025Q4: 59,632 shares; 2026Q1: 61,447 shares; 2026Q2: 59,969 shares 59,969 $4.43M 0.17% -1,478 Timeline VXF 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: 2,742 shares; 2024Q4: 2,797 shares; 2025Q1: 2,921 shares; 2025Q2: 3,156 shares; 2025Q3: 6,689 shares; 2025Q4: 7,024 shares; 2026Q1: 17,664 shares; 2026Q2: 17,611 shares 17,611 $4.34M 0.17% -53 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: 23,968 shares; 2024Q4: 26,035 shares; 2025Q1: 27,135 shares; 2025Q2: 26,723 shares; 2025Q3: 38,324 shares; 2025Q4: 42,273 shares; 2026Q1: 43,185 shares; 2026Q2: 36,851 shares 36,851 $4.33M 0.17% -6,334 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: 28,820 shares; 2024Q4: 28,486 shares; 2025Q1: 29,310 shares; 2025Q2: 28,598 shares; 2025Q3: 29,293 shares; 2025Q4: 27,147 shares; 2026Q1: 26,728 shares; 2026Q2: 27,374 shares 27,374 $4.33M 0.17% +646 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,500 shares; 2025Q2: 122,123 shares; 2025Q3: 124,066 shares; 2025Q4: 130,674 shares; 2026Q1: 132,967 shares; 2026Q2: 131,828 shares 131,828 $4.27M 0.17% -1,139 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,194 shares; 2024Q4: 12,964 shares; 2025Q1: 14,392 shares; 2025Q2: 19,256 shares; 2025Q3: 19,096 shares; 2025Q4: 19,754 shares; 2026Q1: 17,435 shares; 2026Q2: 19,431 shares 19,431 $4.26M 0.17% +1,996 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: 3,205 shares; 2024Q4: 2,916 shares; 2025Q1: 4,467 shares; 2025Q2: 63,982 shares; 2025Q3: 70,093 shares; 2025Q4: 136,381 shares; 2026Q1: 138,213 shares; 2026Q2: 56,037 shares 56,037 $4.26M 0.17% -82,176 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,943 shares; 2024Q4: 188,587 shares; 2025Q1: 192,709 shares; 2025Q2: 194,518 shares; 2025Q3: 200,127 shares; 2025Q4: 200,904 shares; 2026Q1: 211,608 shares; 2026Q2: 208,580 shares 208,580 $4.25M 0.17% -3,028 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,984 shares; 2024Q4: 123,342 shares; 2025Q1: 134,814 shares; 2025Q2: 119,439 shares; 2025Q3: 134,001 shares; 2025Q4: 152,375 shares; 2026Q1: 166,541 shares; 2026Q2: 172,242 shares 172,242 $4.25M 0.17% +5,701 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: 63,364 shares; 2024Q4: 61,208 shares; 2025Q1: 60,699 shares; 2025Q2: 59,981 shares; 2025Q3: 58,400 shares; 2025Q4: 58,347 shares; 2026Q1: 61,424 shares; 2026Q2: 55,660 shares 55,660 $4.2M 0.16% -5,764 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: 2,810 shares; 2025Q1: 4,283 shares; 2025Q2: 10,488 shares; 2025Q3: 17,230 shares; 2025Q4: 23,297 shares; 2026Q1: 27,303 shares; 2026Q2: 31,309 shares 31,309 $4.17M 0.16% +4,006 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: 4,863 shares; 2024Q4: 9,356 shares; 2025Q1: 16,959 shares; 2025Q2: 18,738 shares; 2025Q3: 39,205 shares; 2025Q4: 51,661 shares; 2026Q1: 58,249 shares; 2026Q2: 67,725 shares 67,725 $4.16M 0.16% +9,476 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: 10,690 shares; 2024Q4: 12,519 shares; 2025Q1: 14,473 shares; 2025Q2: 13,334 shares; 2025Q3: 15,272 shares; 2025Q4: 14,723 shares; 2026Q1: 13,740 shares; 2026Q2: 14,604 shares 14,604 $4.11M 0.16% +864 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 53,379 shares; 2025Q4: 83,078 shares; 2026Q1: 81,318 shares; 2026Q2: 63,717 shares 63,717 $4.1M 0.16% -17,601 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,799 shares; 2024Q4: 104,068 shares; 2025Q1: 108,097 shares; 2025Q2: 108,653 shares; 2025Q3: 119,860 shares; 2025Q4: 127,134 shares; 2026Q1: 129,005 shares; 2026Q2: 112,962 shares 112,962 $4.1M 0.16% -16,043 Timeline RWK 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: 17,755 shares; 2024Q4: 20,062 shares; 2025Q1: 27,817 shares; 2025Q2: 25,931 shares; 2025Q3: 26,725 shares; 2025Q4: 27,120 shares; 2026Q1: 27,149 shares; 2026Q2: 27,964 shares 27,964 $4.09M 0.16% +815 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,616 shares; 2024Q4: 107,583 shares; 2025Q1: 33,998 shares; 2025Q2: 27,275 shares; 2025Q3: 38,095 shares; 2025Q4: 38,289 shares; 2026Q1: 30,714 shares; 2026Q2: 34,315 shares 34,315 $4.08M 0.16% +3,601 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,923 shares; 2025Q4: 2,918 shares; 2026Q1: 4,433 shares; 2026Q2: 5,539 shares 5,539 $4M 0.16% +1,106 Timeline DDFZ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205,379 shares 205,379 $3.98M 0.16% 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: 71,149 shares; 2024Q4: 73,381 shares; 2025Q1: 79,789 shares; 2025Q2: 73,516 shares; 2025Q3: 77,318 shares; 2025Q4: 79,965 shares; 2026Q1: 84,753 shares; 2026Q2: 85,506 shares 85,506 $3.89M 0.15% +753 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,374 shares; 2025Q1: 1,608 shares; 2025Q2: 1,552 shares; 2025Q3: 2,401 shares; 2025Q4: 2,760 shares; 2026Q1: 2,699 shares; 2026Q2: 3,306 shares 3,306 $3.88M 0.15% +607 Timeline AVNM 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: 24,478 shares; 2024Q4: 37,545 shares; 2025Q1: 32,484 shares; 2025Q2: 41,481 shares; 2025Q3: 44,058 shares; 2025Q4: 44,783 shares; 2026Q1: 47,306 shares; 2026Q2: 46,834 shares 46,834 $3.86M 0.15% -472 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,382 shares; 2024Q4: 34,366 shares; 2025Q1: 34,756 shares; 2025Q2: 33,796 shares; 2025Q3: 32,507 shares; 2025Q4: 36,034 shares; 2026Q1: 33,930 shares; 2026Q2: 68,110 shares 68,110 $3.83M 0.15% +34,180 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,357 shares; 2024Q4: 7,576 shares; 2025Q1: 7,876 shares; 2025Q2: 7,787 shares; 2025Q3: 23,012 shares; 2025Q4: 24,531 shares; 2026Q1: 18,480 shares; 2026Q2: 36,385 shares 36,385 $3.82M 0.15% +17,905 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: 8,791 shares; 2024Q4: 11,862 shares; 2025Q1: 15,485 shares; 2025Q2: 14,139 shares; 2025Q3: 18,278 shares; 2025Q4: 18,391 shares; 2026Q1: 16,708 shares; 2026Q2: 14,098 shares 14,098 $3.81M 0.15% -2,610 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,569 shares; 2024Q4: 70,333 shares; 2025Q1: 57,301 shares; 2025Q2: 56,379 shares; 2025Q3: 60,063 shares; 2025Q4: 61,688 shares; 2026Q1: 62,758 shares; 2026Q2: 65,819 shares 65,819 $3.8M 0.15% +3,061 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: 5,358 shares; 2024Q4: 5,571 shares; 2025Q1: 5,871 shares; 2025Q2: 6,749 shares; 2025Q3: 9,276 shares; 2025Q4: 9,104 shares; 2026Q1: 7,563 shares; 2026Q2: 30,470 shares 30,470 $3.78M 0.15% +22,907 Timeline VCIT 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: 4,180 shares; 2025Q1: 3,070 shares; 2025Q2: 2,964 shares; 2025Q3: 7,435 shares; 2025Q4: 9,819 shares; 2026Q1: 10,403 shares; 2026Q2: 45,426 shares 45,426 $3.75M 0.15% +35,023 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: 24,463 shares; 2024Q4: 24,963 shares; 2025Q1: 33,253 shares; 2025Q2: 31,790 shares; 2025Q3: 33,318 shares; 2025Q4: 54,010 shares; 2026Q1: 43,599 shares; 2026Q2: 26,443 shares 26,443 $3.69M 0.14% -17,156 Timeline ONEV 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: 25,403 shares; 2024Q4: 25,383 shares; 2025Q1: 24,814 shares; 2025Q2: 24,853 shares; 2025Q3: 25,209 shares; 2025Q4: 25,414 shares; 2026Q1: 25,547 shares; 2026Q2: 25,595 shares 25,595 $3.66M 0.14% +48 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,687 shares; 2025Q3: 49,774 shares; 2025Q4: 67,609 shares; 2026Q1: 69,325 shares; 2026Q2: 26,431 shares 26,431 $3.65M 0.14% -42,894 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: 27,649 shares; 2024Q4: 30,295 shares; 2025Q1: 40,598 shares; 2025Q2: 40,835 shares; 2025Q3: 53,799 shares; 2025Q4: 44,415 shares; 2026Q1: 43,980 shares; 2026Q2: 47,125 shares 47,125 $3.63M 0.14% +3,145 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,409 shares; 2025Q4: 11,027 shares; 2026Q1: 12,919 shares; 2026Q2: 44,407 shares 44,407 $3.55M 0.14% +31,488 Timeline XAR 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: 8,561 shares; 2025Q2: 6,119 shares; 2025Q3: 14,200 shares; 2025Q4: 15,216 shares; 2026Q1: 12,390 shares; 2026Q2: 12,354 shares 12,354 $3.51M 0.14% -36 Timeline OCTW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,246 shares; 2026Q2: 85,533 shares 85,533 $3.5M 0.14% +39,287 Timeline JULW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,597 shares; 2026Q2: 84,938 shares 84,938 $3.47M 0.14% +40,341 Timeline JANW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,987 shares; 2026Q2: 88,988 shares 88,988 $3.44M 0.13% +42,001 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 reported; 2024Q4: 11,535 shares; 2025Q1: 49,081 shares; 2025Q2: 88,083 shares; 2025Q3: 166,139 shares; 2025Q4: 61,577 shares; 2026Q1: 67,831 shares; 2026Q2: 103,050 shares 103,050 $3.43M 0.13% +35,219 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,079 shares; 2025Q2: 8,140 shares; 2025Q3: 141,161 shares; 2025Q4: 143,475 shares; 2026Q1: 155,459 shares; 2026Q2: 132,843 shares 132,843 $3.41M 0.13% -22,616 Timeline APRW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,796 shares; 2026Q2: 91,287 shares 91,287 $3.39M 0.13% +40,491 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 4,472 shares; 2025Q1: 3,905 shares; 2025Q2: 5,857 shares; 2025Q3: 14,077 shares; 2025Q4: 12,333 shares; 2026Q1: 12,439 shares; 2026Q2: 9,879 shares 9,879 $3.37M 0.13% -2,560 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: 34,207 shares; 2024Q4: 197,989 shares; 2025Q1: 107,037 shares; 2025Q2: 109,389 shares; 2025Q3: 107,991 shares; 2025Q4: 109,825 shares; 2026Q1: 110,843 shares; 2026Q2: 115,452 shares 115,452 $3.34M 0.13% +4,609 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: 2,539 shares; 2024Q4: 2,564 shares; 2025Q1: 2,566 shares; 2025Q2: 2,917 shares; 2025Q3: 5,839 shares; 2025Q4: 5,193 shares; 2026Q1: 30,049 shares; 2026Q2: 31,146 shares 31,146 $3.32M 0.13% +1,097 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,059 shares; 2024Q4: 9,030 shares; 2025Q1: 9,550 shares; 2025Q2: 9,708 shares; 2025Q3: 10,142 shares; 2025Q4: 9,851 shares; 2026Q1: 8,456 shares; 2026Q2: 8,298 shares 8,298 $3.27M 0.13% -158 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: 9,451 shares; 2024Q4: 11,008 shares; 2025Q1: 11,924 shares; 2025Q2: 12,394 shares; 2025Q3: 16,404 shares; 2025Q4: 17,258 shares; 2026Q1: 17,426 shares; 2026Q2: 22,140 shares 22,140 $3.24M 0.13% +4,714 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: 1,371 shares; 2024Q4: 3,811 shares; 2025Q1: 4,489 shares; 2025Q2: 4,730 shares; 2025Q3: 6,718 shares; 2025Q4: 6,417 shares; 2026Q1: 6,289 shares; 2026Q2: 6,249 shares 6,249 $3.21M 0.13% -40 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,641 shares; 2024Q4: 33,882 shares; 2025Q1: 30,472 shares; 2025Q2: 27,941 shares; 2025Q3: 36,429 shares; 2025Q4: 35,284 shares; 2026Q1: 34,294 shares; 2026Q2: 33,894 shares 33,894 $3.18M 0.12% -400 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: 34,132 shares; 2024Q4: 37,453 shares; 2025Q1: 40,405 shares; 2025Q2: 53,558 shares; 2025Q3: 56,564 shares; 2025Q4: 44,564 shares; 2026Q1: 43,572 shares; 2026Q2: 44,004 shares 44,004 $3.17M 0.12% +432 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: 54,396 shares; 2024Q4: 53,776 shares; 2025Q1: 48,485 shares; 2025Q2: 58,181 shares; 2025Q3: 59,499 shares; 2025Q4: 55,242 shares; 2026Q1: 55,666 shares; 2026Q2: 86,317 shares 86,317 $3.17M 0.12% +30,651 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: 11,766 shares; 2024Q4: 12,635 shares; 2025Q1: 13,154 shares; 2025Q2: 13,213 shares; 2025Q3: 17,519 shares; 2025Q4: 17,990 shares; 2026Q1: 17,628 shares; 2026Q2: 17,510 shares 17,510 $3.17M 0.12% -118 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: 8,475 shares; 2024Q4: 9,238 shares; 2025Q1: 9,880 shares; 2025Q2: 10,068 shares; 2025Q3: 12,897 shares; 2025Q4: 13,981 shares; 2026Q1: 13,813 shares; 2026Q2: 14,464 shares 14,464 $3.13M 0.12% +651 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: 1,315 shares; 2024Q4: 1,734 shares; 2025Q1: 8,776 shares; 2025Q2: 8,632 shares; 2025Q3: 14,457 shares; 2025Q4: 12,631 shares; 2026Q1: 5,483 shares; 2026Q2: 10,272 shares 10,272 $3.11M 0.12% +4,789 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,299 shares; 2025Q3: 86,032 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,734 shares 71,734 $3.11M 0.12% new 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: 8,738 shares; 2024Q4: 7,298 shares; 2025Q1: 6,658 shares; 2025Q2: 9,097 shares; 2025Q3: 18,828 shares; 2025Q4: 16,753 shares; 2026Q1: 21,392 shares; 2026Q2: 23,933 shares 23,933 $3.08M 0.12% +2,541 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,656 shares 104,656 $3.07M 0.12% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,324 shares; 2024Q4: 64,438 shares; 2025Q1: 62,560 shares; 2025Q2: 60,268 shares; 2025Q3: 62,282 shares; 2025Q4: 60,232 shares; 2026Q1: 52,867 shares; 2026Q2: 39,026 shares 39,026 $3.03M 0.12% -13,841 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,760 shares; 2024Q4: 19,743 shares; 2025Q1: 19,586 shares; 2025Q2: 19,586 shares; 2025Q3: 19,162 shares; 2025Q4: 19,203 shares; 2026Q1: 19,953 shares; 2026Q2: 20,354 shares 20,354 $2.98M 0.12% +401 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: 10,846 shares; 2024Q4: 10,845 shares; 2025Q1: 10,599 shares; 2025Q2: 10,962 shares; 2025Q3: 893 shares; 2025Q4: 1,102 shares; 2026Q1: 1,295 shares; 2026Q2: 4,626 shares 4,626 $2.96M 0.12% +3,331 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,509 shares; 2024Q4: 109,868 shares; 2025Q1: 32,475 shares; 2025Q2: 32,739 shares; 2025Q3: 34,598 shares; 2025Q4: 30,872 shares; 2026Q1: 35,202 shares; 2026Q2: 37,610 shares 37,610 $2.88M 0.11% +2,408 Timeline MUNI 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: 30,248 shares; 2024Q4: 32,553 shares; 2025Q1: 33,156 shares; 2025Q2: 32,225 shares; 2025Q3: 47,937 shares; 2025Q4: 48,070 shares; 2026Q1: 52,847 shares; 2026Q2: 54,706 shares 54,706 $2.88M 0.11% +1,859 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: 8,844 shares; 2024Q4: 9,540 shares; 2025Q1: 12,143 shares; 2025Q2: 15,569 shares; 2025Q3: 15,956 shares; 2025Q4: 14,902 shares; 2026Q1: 15,884 shares; 2026Q2: 16,233 shares 16,233 $2.87M 0.11% +349 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: 33,920 shares; 2024Q4: 42,523 shares; 2025Q1: 47,128 shares; 2025Q2: 52,151 shares; 2025Q3: 64,831 shares; 2025Q4: 61,249 shares; 2026Q1: 65,755 shares; 2026Q2: 67,083 shares 67,083 $2.84M 0.11% +1,328 Timeline AVUV 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: 19,424 shares; 2024Q4: 19,802 shares; 2025Q1: 21,948 shares; 2025Q2: 20,597 shares; 2025Q3: 22,121 shares; 2025Q4: 21,730 shares; 2026Q1: 21,722 shares; 2026Q2: 22,655 shares 22,655 $2.83M 0.11% +933 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: 8,419 shares; 2025Q4: 7,764 shares; 2026Q1: 9,168 shares; 2026Q2: 11,029 shares 11,029 $2.82M 0.11% +1,861 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD 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: 67,313 shares; 2025Q4: 105,700 shares; 2026Q1: 113,108 shares; 2026Q2: 128,480 shares 128,480 $2.81M 0.11% +15,372 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,221 shares; 2024Q4: 141,816 shares; 2025Q1: 40,699 shares; 2025Q2: 32,084 shares; 2025Q3: 34,285 shares; 2025Q4: 37,199 shares; 2026Q1: 44,829 shares; 2026Q2: 46,157 shares 46,157 $2.81M 0.11% +1,328 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,743 shares; 2024Q4: 9,066 shares; 2025Q1: 10,203 shares; 2025Q2: 15,049 shares; 2025Q3: 40,553 shares; 2025Q4: 38,464 shares; 2026Q1: 41,658 shares; 2026Q2: 60,133 shares 60,133 $2.78M 0.11% +18,475 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: 21,606 shares; 2024Q4: 23,644 shares; 2025Q1: 24,071 shares; 2025Q2: 25,375 shares; 2025Q3: 39,223 shares; 2025Q4: 41,940 shares; 2026Q1: 45,168 shares; 2026Q2: 46,223 shares 46,223 $2.76M 0.11% +1,055 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: 1,785 shares; 2024Q4: 2,092 shares; 2025Q1: 3,598 shares; 2025Q2: 3,355 shares; 2025Q3: 5,373 shares; 2025Q4: 38,462 shares; 2026Q1: 39,236 shares; 2026Q2: 38,223 shares 38,223 $2.73M 0.11% -1,013 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: 12,437 shares; 2024Q4: 14,098 shares; 2025Q1: 16,742 shares; 2025Q2: 22,410 shares; 2025Q3: 31,845 shares; 2025Q4: 30,940 shares; 2026Q1: 30,952 shares; 2026Q2: 32,885 shares 32,885 $2.67M 0.1% +1,933 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,148 shares; 2026Q2: 26,087 shares 26,087 $2.64M 0.1% -61 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,618 shares; 2025Q2: 13,665 shares; 2025Q3: 30,516 shares; 2025Q4: 46,782 shares; 2026Q1: 53,608 shares; 2026Q2: 69,174 shares 69,174 $2.63M 0.1% +15,566 Timeline XSMO 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: 20,419 shares; 2024Q4: 22,158 shares; 2025Q1: 21,392 shares; 2025Q2: 21,403 shares; 2025Q3: 23,673 shares; 2025Q4: 23,482 shares; 2026Q1: 25,160 shares; 2026Q2: 28,043 shares 28,043 $2.63M 0.1% +2,883 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: 16,129 shares; 2024Q4: 17,256 shares; 2025Q1: 20,059 shares; 2025Q2: 18,268 shares; 2025Q3: 19,024 shares; 2025Q4: 18,594 shares; 2026Q1: 18,599 shares; 2026Q2: 18,718 shares 18,718 $2.62M 0.1% +119 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: 10,216 shares; 2024Q4: 11,209 shares; 2025Q1: 13,006 shares; 2025Q2: 11,819 shares; 2025Q3: 17,845 shares; 2025Q4: 17,118 shares; 2026Q1: 17,537 shares; 2026Q2: 17,828 shares 17,828 $2.61M 0.1% +291 Timeline XME 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: 8,049 shares; 2024Q4: 7,613 shares; 2025Q1: 6,849 shares; 2025Q2: 6,581 shares; 2025Q3: 8,167 shares; 2025Q4: 9,529 shares; 2026Q1: 10,616 shares; 2026Q2: 24,362 shares 24,362 $2.61M 0.1% +13,746 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: 108,941 shares; 2024Q4: 98,967 shares; 2025Q1: 93,339 shares; 2025Q2: 87,499 shares; 2025Q3: 78,814 shares; 2025Q4: 74,159 shares; 2026Q1: 71,479 shares; 2026Q2: 70,661 shares 70,661 $2.58M 0.1% -818 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,265 shares; 2024Q4: 60,974 shares; 2025Q1: 45,813 shares; 2025Q2: 44,905 shares; 2025Q3: 66,238 shares; 2025Q4: 62,325 shares; 2026Q1: 58,366 shares; 2026Q2: 53,468 shares 53,468 $2.58M 0.1% -4,898 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 4,770 shares; 2025Q4: 5,653 shares; 2026Q1: 5,054 shares; 2026Q2: 5,319 shares 5,319 $2.57M 0.1% +265 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,865 shares; 2024Q4: 92,361 shares; 2025Q1: 87,682 shares; 2025Q2: 88,327 shares; 2025Q3: 95,703 shares; 2025Q4: 98,224 shares; 2026Q1: 100,961 shares; 2026Q2: 95,605 shares 95,605 $2.53M 0.1% -5,356 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: 81,315 shares; 2024Q4: 99,968 shares; 2025Q1: 151,316 shares; 2025Q2: 147,127 shares; 2025Q3: 157,872 shares; 2025Q4: 123,805 shares; 2026Q1: 119,560 shares; 2026Q2: 121,908 shares 121,908 $2.52M 0.1% +2,348 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,917 shares; 2025Q4: 43,692 shares; 2026Q1: 45,110 shares; 2026Q2: 43,217 shares 43,217 $2.52M 0.1% -1,893 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: 6,283 shares; 2024Q4: 6,341 shares; 2025Q1: 8,608 shares; 2025Q2: 9,215 shares; 2025Q3: 11,830 shares; 2025Q4: 10,617 shares; 2026Q1: 12,827 shares; 2026Q2: 19,475 shares 19,475 $2.49M 0.1% +6,648 Timeline ANGL 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: 35,528 shares; 2024Q4: 37,112 shares; 2025Q1: 40,883 shares; 2025Q2: 54,257 shares; 2025Q3: 68,914 shares; 2025Q4: 72,590 shares; 2026Q1: 83,442 shares; 2026Q2: 84,844 shares 84,844 $2.48M 0.1% +1,402 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,756 shares; 2024Q4: 29,568 shares; 2025Q1: 29,069 shares; 2025Q2: 28,554 shares; 2025Q3: 28,707 shares; 2025Q4: 27,164 shares; 2026Q1: 25,950 shares; 2026Q2: 25,753 shares 25,753 $2.48M 0.1% -197 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: 3,558 shares; 2024Q4: 3,616 shares; 2025Q1: 6,043 shares; 2025Q2: 10,628 shares; 2025Q3: 67,888 shares; 2025Q4: 71,616 shares; 2026Q1: 17,714 shares; 2026Q2: 17,943 shares 17,943 $2.47M 0.1% +229 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,769 shares; 2024Q4: 47,695 shares; 2025Q1: 29,055 shares; 2025Q2: 27,336 shares; 2025Q3: 68,376 shares; 2025Q4: 36,878 shares; 2026Q1: 39,276 shares; 2026Q2: 58,973 shares 58,973 $2.46M 0.1% +19,697 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,170 shares; 2024Q4: 100,823 shares; 2025Q1: 108,309 shares; 2025Q2: 99,260 shares; 2025Q3: 103,828 shares; 2025Q4: 98,203 shares; 2026Q1: 56,963 shares; 2026Q2: 47,897 shares 47,897 $2.42M 0.1% -9,066 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: 4,403 shares; 2024Q4: 5,281 shares; 2025Q1: 5,686 shares; 2025Q2: 26,837 shares; 2025Q3: 21,449 shares; 2025Q4: 13,506 shares; 2026Q1: 24,763 shares; 2026Q2: 25,081 shares 25,081 $2.4M 0.09% +318 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 reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,042 shares 1,042 $2.37M 0.09% 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 reported; 2024Q4: 6,914 shares; 2025Q1: 61,471 shares; 2025Q2: 45,555 shares; 2025Q3: 53,863 shares; 2025Q4: 57,992 shares; 2026Q1: 55,078 shares; 2026Q2: 50,074 shares 50,074 $2.32M 0.09% -5,004 Timeline VCRB 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: not reported; 2025Q3: not reported; 2025Q4: 28,868 shares; 2026Q1: 29,908 shares; 2026Q2: 29,881 shares 29,881 $2.31M 0.09% -27 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: 4,214 shares; 2024Q4: 4,407 shares; 2025Q1: 4,963 shares; 2025Q2: 4,698 shares; 2025Q3: 6,134 shares; 2025Q4: 8,141 shares; 2026Q1: 7,060 shares; 2026Q2: 6,162 shares 6,162 $2.3M 0.09% -898 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: 2,934 shares; 2024Q4: 3,519 shares; 2025Q1: 3,439 shares; 2025Q2: 2,972 shares; 2025Q3: 6,853 shares; 2025Q4: 7,929 shares; 2026Q1: 9,153 shares; 2026Q2: 10,199 shares 10,199 $2.27M 0.09% +1,046 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: 5,905 shares; 2024Q4: 6,776 shares; 2025Q1: 9,570 shares; 2025Q2: 8,237 shares; 2025Q3: 31,984 shares; 2025Q4: 39,425 shares; 2026Q1: 34,692 shares; 2026Q2: 25,685 shares 25,685 $2.25M 0.09% -9,007 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,798 shares; 2025Q1: 14,845 shares; 2025Q2: 14,234 shares; 2025Q3: 57,525 shares; 2025Q4: 58,791 shares; 2026Q1: 44,493 shares; 2026Q2: 45,084 shares 45,084 $2.25M 0.09% +591 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,897 shares; 2024Q4: 24,791 shares; 2025Q1: 23,888 shares; 2025Q2: 24,243 shares; 2025Q3: 24,258 shares; 2025Q4: 24,702 shares; 2026Q1: 25,225 shares; 2026Q2: 25,610 shares 25,610 $2.25M 0.09% +385 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,734 shares; 2024Q4: 25,038 shares; 2025Q1: 29,584 shares; 2025Q2: 30,891 shares; 2025Q3: 32,852 shares; 2025Q4: 34,473 shares; 2026Q1: 35,644 shares; 2026Q2: 37,543 shares 37,543 $2.23M 0.09% +1,899 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,561 shares; 2025Q1: 19,094 shares; 2025Q2: 18,506 shares; 2025Q3: 19,958 shares; 2025Q4: 19,308 shares; 2026Q1: 19,893 shares; 2026Q2: 20,395 shares 20,395 $2.23M 0.09% +502 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: 4,937 shares; 2024Q4: 7,037 shares; 2025Q1: 5,948 shares; 2025Q2: 9,270 shares; 2025Q3: 21,886 shares; 2025Q4: 20,756 shares; 2026Q1: 21,813 shares; 2026Q2: 22,813 shares 22,813 $2.2M 0.09% +1,000 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: 6,380 shares; 2024Q4: 13,924 shares; 2025Q1: 17,468 shares; 2025Q2: 16,136 shares; 2025Q3: 18,674 shares; 2025Q4: 17,626 shares; 2026Q1: 18,029 shares; 2026Q2: 18,637 shares 18,637 $2.19M 0.09% +608 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: 16,616 shares; 2024Q4: 17,919 shares; 2025Q1: 19,754 shares; 2025Q2: 21,015 shares; 2025Q3: 21,835 shares; 2025Q4: 21,483 shares; 2026Q1: 20,131 shares; 2026Q2: 21,892 shares 21,892 $2.15M 0.08% +1,761 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: 634 shares; 2024Q4: 671 shares; 2025Q1: 761 shares; 2025Q2: 600 shares; 2025Q3: 1,160 shares; 2025Q4: 6,462 shares; 2026Q1: 9,576 shares; 2026Q2: 21,537 shares 21,537 $2.14M 0.08% +11,961 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,135 shares; 2026Q2: 33,473 shares 33,473 $2.14M 0.08% -4,662 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,742 shares; 2024Q4: 25,297 shares; 2025Q1: 31,293 shares; 2025Q2: 30,167 shares; 2025Q3: 42,650 shares; 2025Q4: 40,136 shares; 2026Q1: 36,856 shares; 2026Q2: 39,759 shares 39,759 $2.13M 0.08% +2,903 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 13,873 shares; 2025Q4: 24,006 shares; 2026Q1: 31,250 shares; 2026Q2: 65,415 shares 65,415 $2.12M 0.08% +34,165 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: not reported; 2025Q1: not reported; 2025Q2: 12,408 shares; 2025Q3: 10,678 shares; 2025Q4: 8,857 shares; 2026Q1: 2,173 shares; 2026Q2: 4,888 shares 4,888 $2.12M 0.08% +2,715 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: 4,152 shares; 2024Q4: 3,991 shares; 2025Q1: 3,822 shares; 2025Q2: 3,632 shares; 2025Q3: 4,095 shares; 2025Q4: 4,481 shares; 2026Q1: 4,341 shares; 2026Q2: 24,064 shares 24,064 $2.12M 0.08% +19,723 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: 1,089 shares; 2024Q4: 1,012 shares; 2025Q1: 817 shares; 2025Q2: 1,538 shares; 2025Q3: 4,632 shares; 2025Q4: 5,506 shares; 2026Q1: 5,319 shares; 2026Q2: 5,144 shares 5,144 $2.11M 0.08% -175 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: 3,525 shares; 2024Q4: 3,662 shares; 2025Q1: 5,076 shares; 2025Q2: 5,562 shares; 2025Q3: 6,491 shares; 2025Q4: 6,254 shares; 2026Q1: 6,646 shares; 2026Q2: 8,462 shares 8,462 $2.1M 0.08% +1,816 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: 12,229 shares 12,229 $2.09M 0.08% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,570 shares; 2024Q4: 5,580 shares; 2025Q1: 6,066 shares; 2025Q2: 5,822 shares; 2025Q3: 6,132 shares; 2025Q4: 5,611 shares; 2026Q1: 5,617 shares; 2026Q2: 5,677 shares 5,677 $2.08M 0.08% +60 Timeline TRFM 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: 27,630 shares; 2026Q2: 32,787 shares 32,787 $2.07M 0.08% +5,157 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: 13,175 shares; 2024Q4: 20,521 shares; 2025Q1: 29,016 shares; 2025Q2: 25,101 shares; 2025Q3: 38,182 shares; 2025Q4: 38,016 shares; 2026Q1: 36,753 shares; 2026Q2: 35,857 shares 35,857 $2.04M 0.08% -896 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: 7,907 shares; 2024Q4: 10,177 shares; 2025Q1: 10,204 shares; 2025Q2: 13,225 shares; 2025Q3: 17,110 shares; 2025Q4: 16,797 shares; 2026Q1: 13,772 shares; 2026Q2: 15,016 shares 15,016 $2.03M 0.08% +1,244 Timeline SPGM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,007 shares; 2026Q2: 23,700 shares 23,700 $2.03M 0.08% +9,693 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,655 shares; 2024Q4: 6,583 shares; 2025Q1: 11,791 shares; 2025Q2: 12,831 shares; 2025Q3: 15,966 shares; 2025Q4: 15,515 shares; 2026Q1: 16,603 shares; 2026Q2: 15,985 shares 15,985 $2.02M 0.08% -618 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 8,069 shares; 2025Q1: 8,674 shares; 2025Q2: 8,740 shares; 2025Q3: 16,484 shares; 2025Q4: 16,858 shares; 2026Q1: 18,390 shares; 2026Q2: 18,086 shares 18,086 $2M 0.08% -304 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,590 shares; 2024Q4: 52,771 shares; 2025Q1: 52,787 shares; 2025Q2: 54,043 shares; 2025Q3: 54,191 shares; 2025Q4: 53,189 shares; 2026Q1: 52,645 shares; 2026Q2: 26,516 shares 26,516 $1.99M 0.08% -26,129 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,147 shares; 2024Q4: 64,365 shares; 2025Q1: 70,689 shares; 2025Q2: 68,419 shares; 2025Q3: 80,994 shares; 2025Q4: 80,358 shares; 2026Q1: 85,600 shares; 2026Q2: 89,078 shares 89,078 $1.99M 0.08% +3,478 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 reported; 2024Q4: 8,183 shares; 2025Q1: 4,484 shares; 2025Q2: 7,350 shares; 2025Q3: 4,690 shares; 2025Q4: 11,060 shares; 2026Q1: 14,476 shares; 2026Q2: 38,994 shares 38,994 $1.97M 0.08% +24,518 Timeline XMVM 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: 4,563 shares; 2025Q1: 7,840 shares; 2025Q2: 7,885 shares; 2025Q3: 9,819 shares; 2025Q4: 10,101 shares; 2026Q1: 17,061 shares; 2026Q2: 27,699 shares 27,699 $1.96M 0.08% +10,638 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: 26,074 shares; 2024Q4: 26,475 shares; 2025Q1: 27,960 shares; 2025Q2: 27,630 shares; 2025Q3: 27,872 shares; 2025Q4: 27,787 shares; 2026Q1: 27,037 shares; 2026Q2: 26,415 shares 26,415 $1.96M 0.08% -622 Timeline ZALT 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 reported; 2024Q4: not reported; 2025Q1: 19,266 shares; 2025Q2: 48,680 shares; 2025Q3: 56,297 shares; 2025Q4: 68,611 shares; 2026Q1: 76,791 shares; 2026Q2: 57,050 shares 57,050 $1.93M 0.08% -19,741 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: 1,468 shares; 2024Q4: 1,983 shares; 2025Q1: 2,359 shares; 2025Q2: 2,734 shares; 2025Q3: 3,613 shares; 2025Q4: 3,676 shares; 2026Q1: 3,792 shares; 2026Q2: 3,756 shares 3,756 $1.91M 0.08% -36 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,822 shares; 2025Q3: 65,797 shares; 2025Q4: 75,000 shares; 2026Q1: 84,976 shares; 2026Q2: 88,187 shares 88,187 $1.91M 0.07% +3,211 Timeline TFLO 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: 13,660 shares; 2025Q2: 8,492 shares; 2025Q3: 4,440 shares; 2025Q4: not reported; 2026Q1: 14,733 shares; 2026Q2: 37,614 shares 37,614 $1.9M 0.07% +22,881 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: 6,696 shares; 2024Q4: 7,798 shares; 2025Q1: 8,117 shares; 2025Q2: 8,094 shares; 2025Q3: 11,246 shares; 2025Q4: 10,420 shares; 2026Q1: 10,000 shares; 2026Q2: 10,293 shares 10,293 $1.9M 0.07% +293 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,009 shares; 2025Q4: 32,967 shares; 2026Q1: 41,567 shares; 2026Q2: 40,700 shares 40,700 $1.9M 0.07% -867 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,545 shares; 2025Q2: 64,656 shares; 2025Q3: 65,095 shares; 2025Q4: 65,850 shares; 2026Q1: 65,765 shares; 2026Q2: 64,465 shares 64,465 $1.9M 0.07% -1,300 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,389 shares; 2024Q4: 7,389 shares; 2025Q1: 7,257 shares; 2025Q2: 7,166 shares; 2025Q3: 7,166 shares; 2025Q4: 7,519 shares; 2026Q1: 9,409 shares; 2026Q2: 9,423 shares 9,423 $1.88M 0.07% +14 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,707 shares; 2024Q4: 14,045 shares; 2025Q1: 16,737 shares; 2025Q2: 15,973 shares; 2025Q3: 16,694 shares; 2025Q4: 25,700 shares; 2026Q1: 26,794 shares; 2026Q2: 29,733 shares 29,733 $1.84M 0.07% +2,939 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 345 shares; 2025Q1: 465 shares; 2025Q2: 10,385 shares; 2025Q3: 27,059 shares; 2025Q4: 26,284 shares; 2026Q1: 15,637 shares; 2026Q2: 19,964 shares 19,964 $1.84M 0.07% +4,327 Timeline XDEC 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: 102,294 shares; 2025Q1: 102,294 shares; 2025Q2: 102,294 shares; 2025Q3: 102,142 shares; 2025Q4: 44,027 shares; 2026Q1: 43,192 shares; 2026Q2: 42,767 shares 42,767 $1.83M 0.07% -425 Timeline FRDM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,435 shares 24,435 $1.78M 0.07% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,529 shares; 2024Q4: 10,083 shares; 2025Q1: 10,527 shares; 2025Q2: 10,902 shares; 2025Q3: 70,745 shares; 2025Q4: 71,470 shares; 2026Q1: 76,944 shares; 2026Q2: 78,991 shares 78,991 $1.77M 0.07% +2,047 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,063 shares; 2024Q4: 44,976 shares; 2025Q1: 49,496 shares; 2025Q2: 49,455 shares; 2025Q3: 51,823 shares; 2025Q4: 53,856 shares; 2026Q1: 63,514 shares; 2026Q2: 65,015 shares 65,015 $1.77M 0.07% +1,501 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,622 shares; 2024Q4: 10,027 shares; 2025Q1: 9,872 shares; 2025Q2: 9,244 shares; 2025Q3: 10,878 shares; 2025Q4: 11,006 shares; 2026Q1: 10,738 shares; 2026Q2: 10,694 shares 10,694 $1.76M 0.07% -44 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,554 shares; 2024Q4: 18,351 shares; 2025Q1: 15,139 shares; 2025Q2: 13,165 shares; 2025Q3: 13,664 shares; 2025Q4: 13,226 shares; 2026Q1: 14,180 shares; 2026Q2: 16,178 shares 16,178 $1.74M 0.07% +1,998 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: 1,091 shares; 2024Q4: 1,054 shares; 2025Q1: 2,991 shares; 2025Q2: 1,553 shares; 2025Q3: 1,881 shares; 2025Q4: 1,952 shares; 2026Q1: 1,723 shares; 2026Q2: 1,698 shares 1,698 $1.72M 0.07% -25 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,517 shares; 2024Q4: 29,817 shares; 2025Q1: 29,667 shares; 2025Q2: 29,678 shares; 2025Q3: 29,616 shares; 2025Q4: 29,715 shares; 2026Q1: 29,316 shares; 2026Q2: 28,815 shares 28,815 $1.72M 0.07% -501 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 23,121 shares; 2025Q4: 50,094 shares; 2026Q1: 74,485 shares; 2026Q2: 69,435 shares 69,435 $1.71M 0.07% -5,050 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,001 shares; 2024Q4: 25,001 shares; 2025Q1: 26,201 shares; 2025Q2: 25,821 shares; 2025Q3: 30,687 shares; 2025Q4: 30,218 shares; 2026Q1: 37,139 shares; 2026Q2: 55,811 shares 55,811 $1.71M 0.07% +18,672 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: 5,675 shares; 2024Q4: 6,278 shares; 2025Q1: 6,177 shares; 2025Q2: 5,573 shares; 2025Q3: 5,889 shares; 2025Q4: 5,765 shares; 2026Q1: 5,789 shares; 2026Q2: 5,710 shares 5,710 $1.71M 0.07% -79 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,095 shares; 2024Q4: 2,268 shares; 2025Q1: 2,379 shares; 2025Q2: 2,212 shares; 2025Q3: 4,538 shares; 2025Q4: 3,167 shares; 2026Q1: 9,708 shares; 2026Q2: 9,711 shares 9,711 $1.69M 0.07% +3 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,542 shares; 2024Q4: 12,497 shares; 2025Q1: 11,743 shares; 2025Q2: 12,071 shares; 2025Q3: 11,671 shares; 2025Q4: 18,551 shares; 2026Q1: 17,170 shares; 2026Q2: 15,831 shares 15,831 $1.66M 0.07% -1,339 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,622 shares; 2026Q1: 131,105 shares; 2026Q2: 127,607 shares 127,607 $1.66M 0.07% -3,498 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 reported; 2024Q4: 1,642 shares; 2025Q1: 2,669 shares; 2025Q2: 3,585 shares; 2025Q3: 7,888 shares; 2025Q4: 7,318 shares; 2026Q1: 8,403 shares; 2026Q2: 8,923 shares 8,923 $1.65M 0.06% +520 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,679 shares; 2024Q4: 11,382 shares; 2025Q1: 11,879 shares; 2025Q2: 12,787 shares; 2025Q3: 16,319 shares; 2025Q4: 16,247 shares; 2026Q1: 19,653 shares; 2026Q2: 15,731 shares 15,731 $1.64M 0.06% -3,922 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: 1,920 shares; 2024Q4: 1,977 shares; 2025Q1: 2,838 shares; 2025Q2: 2,280 shares; 2025Q3: 3,146 shares; 2025Q4: 2,976 shares; 2026Q1: 2,941 shares; 2026Q2: 4,045 shares 4,045 $1.61M 0.06% +1,104 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,535 shares; 2024Q4: 47,820 shares; 2025Q1: 60,388 shares; 2025Q2: 74,872 shares; 2025Q3: 80,306 shares; 2025Q4: 84,029 shares; 2026Q1: 81,030 shares; 2026Q2: 84,557 shares 84,557 $1.6M 0.06% +3,527 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 10,175 shares; 2025Q4: 10,990 shares; 2026Q1: 39,135 shares; 2026Q2: 46,164 shares 46,164 $1.58M 0.06% +7,029 Timeline THMR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,994 shares 61,994 $1.57M 0.06% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,288 shares; 2024Q4: 3,320 shares; 2025Q1: 12,749 shares; 2025Q2: 12,022 shares; 2025Q3: 11,421 shares; 2025Q4: 11,670 shares; 2026Q1: 10,953 shares; 2026Q2: 10,835 shares 10,835 $1.57M 0.06% -118 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,100 shares; 2025Q3: 8,207 shares; 2025Q4: 8,308 shares; 2026Q1: 8,306 shares; 2026Q2: 8,842 shares 8,842 $1.56M 0.06% +536 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: 21,262 shares; 2024Q4: 21,509 shares; 2025Q1: 17,573 shares; 2025Q2: 16,686 shares; 2025Q3: 18,472 shares; 2025Q4: 18,527 shares; 2026Q1: 20,003 shares; 2026Q2: 20,530 shares 20,530 $1.56M 0.06% +527 Timeline FMB 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: 42,939 shares; 2024Q4: 43,123 shares; 2025Q1: 11,764 shares; 2025Q2: 9,170 shares; 2025Q3: 33,093 shares; 2025Q4: 33,198 shares; 2026Q1: 30,667 shares; 2026Q2: 30,230 shares 30,230 $1.55M 0.06% -437 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,604 shares; 2024Q4: 4,336 shares; 2025Q1: 6,944 shares; 2025Q2: 11,570 shares; 2025Q3: 17,095 shares; 2025Q4: 17,447 shares; 2026Q1: 17,471 shares; 2026Q2: 22,813 shares 22,813 $1.55M 0.06% +5,342 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,662 shares; 2024Q4: 7,422 shares; 2025Q1: 8,704 shares; 2025Q2: 8,623 shares; 2025Q3: 10,314 shares; 2025Q4: 10,380 shares; 2026Q1: 10,805 shares; 2026Q2: 11,356 shares 11,356 $1.55M 0.06% +551 Timeline VUSB 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: 14,756 shares; 2024Q4: 12,228 shares; 2025Q1: 17,570 shares; 2025Q2: 11,683 shares; 2025Q3: 22,861 shares; 2025Q4: 16,367 shares; 2026Q1: 23,620 shares; 2026Q2: 31,066 shares 31,066 $1.55M 0.06% +7,446 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: 18,486 shares; 2024Q4: 640,710 shares; 2025Q1: 4,374 shares; 2025Q2: 4,703 shares; 2025Q3: 11,828 shares; 2025Q4: 15,350 shares; 2026Q1: 16,939 shares; 2026Q2: 16,089 shares 16,089 $1.52M 0.06% -850 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,133 shares; 2024Q4: 48,940 shares; 2025Q1: 54,196 shares; 2025Q2: 51,390 shares; 2025Q3: 53,392 shares; 2025Q4: 54,120 shares; 2026Q1: 59,242 shares; 2026Q2: 59,607 shares 59,607 $1.52M 0.06% +365 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,504 shares; 2024Q4: 35,033 shares; 2025Q1: 49,164 shares; 2025Q2: 54,578 shares; 2025Q3: 88,730 shares; 2025Q4: 89,228 shares; 2026Q1: 115,568 shares; 2026Q2: 125,274 shares 125,274 $1.51M 0.06% +9,706 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.06% 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 reported; 2024Q4: 27,399 shares; 2025Q1: 40,136 shares; 2025Q2: 40,388 shares; 2025Q3: 53,854 shares; 2025Q4: 54,223 shares; 2026Q1: 50,211 shares; 2026Q2: 50,055 shares 50,055 $1.5M 0.06% -156 Timeline NLR 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: 3,488 shares; 2025Q2: 6,657 shares; 2025Q3: 10,887 shares; 2025Q4: 11,459 shares; 2026Q1: 12,238 shares; 2026Q2: 12,871 shares 12,871 $1.49M 0.06% +633 Timeline IAGG 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: 5,117 shares; 2025Q3: 30,222 shares; 2025Q4: 27,125 shares; 2026Q1: 36,045 shares; 2026Q2: 29,484 shares 29,484 $1.49M 0.06% -6,561 Timeline VOE 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: 2,410 shares; 2024Q4: 3,081 shares; 2025Q1: 3,225 shares; 2025Q2: 3,494 shares; 2025Q3: 5,730 shares; 2025Q4: 6,714 shares; 2026Q1: 6,770 shares; 2026Q2: 7,517 shares 7,517 $1.49M 0.06% +747 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: 4,035 shares; 2025Q4: 4,642 shares; 2026Q1: 6,996 shares; 2026Q2: 5,359 shares 5,359 $1.48M 0.06% -1,637 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,042 shares; 2025Q2: 22,891 shares; 2025Q3: 41,826 shares; 2025Q4: 44,296 shares; 2026Q1: 38,508 shares; 2026Q2: 42,863 shares 42,863 $1.48M 0.06% +4,355 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,808 shares; 2024Q4: 29,335 shares; 2025Q1: 30,781 shares; 2025Q2: 31,416 shares; 2025Q3: 28,602 shares; 2025Q4: 27,702 shares; 2026Q1: 28,842 shares; 2026Q2: 24,970 shares 24,970 $1.47M 0.06% -3,872 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: 5,709 shares; 2024Q4: 5,936 shares; 2025Q1: 7,600 shares; 2025Q2: 6,794 shares; 2025Q3: 11,382 shares; 2025Q4: 11,366 shares; 2026Q1: 11,581 shares; 2026Q2: 11,600 shares 11,600 $1.47M 0.06% +19 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: not reported; 2024Q4: 16,269 shares; 2025Q1: 16,900 shares; 2025Q2: 16,846 shares; 2025Q3: 17,473 shares; 2025Q4: 16,251 shares; 2026Q1: 21,985 shares; 2026Q2: 22,670 shares 22,670 $1.46M 0.06% +685 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 reported; 2024Q4: not reported; 2025Q1: 1,315 shares; 2025Q2: 1,317 shares; 2025Q3: 3,033 shares; 2025Q4: 2,179 shares; 2026Q1: 2,340 shares; 2026Q2: 2,028 shares 2,028 $1.46M 0.06% -312 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,489 shares; 2025Q1: 7,990 shares; 2025Q2: 7,135 shares; 2025Q3: 8,502 shares; 2025Q4: 8,298 shares; 2026Q1: 8,589 shares; 2026Q2: 8,587 shares 8,587 $1.46M 0.06% -2 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares; 2026Q2: 2,277 shares 2,277 $1.45M 0.06% +921 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,103 shares; 2025Q4: 16,781 shares; 2026Q1: 23,223 shares; 2026Q2: 24,349 shares 24,349 $1.45M 0.06% +1,126 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,356 shares; 2025Q1: 12,363 shares; 2025Q2: 13,558 shares; 2025Q3: 13,178 shares; 2025Q4: 13,579 shares; 2026Q1: 13,808 shares; 2026Q2: 19,517 shares 19,517 $1.45M 0.06% +5,709 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: 2,392 shares; 2024Q4: 5,106 shares; 2025Q1: 6,149 shares; 2025Q2: 4,752 shares; 2025Q3: 16,499 shares; 2025Q4: 18,013 shares; 2026Q1: 16,428 shares; 2026Q2: 13,481 shares 13,481 $1.45M 0.06% -2,947 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,844 shares; 2025Q1: 9,940 shares; 2025Q2: 25,350 shares; 2025Q3: 25,500 shares; 2025Q4: 27,701 shares; 2026Q1: 27,661 shares; 2026Q2: 28,883 shares 28,883 $1.43M 0.06% +1,222 Timeline PAMC 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: 25,147 shares; 2025Q1: 35,070 shares; 2025Q2: 40,749 shares; 2025Q3: 40,898 shares; 2025Q4: 37,023 shares; 2026Q1: 36,030 shares; 2026Q2: 25,619 shares 25,619 $1.42M 0.06% -10,411 Timeline RSPU 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: 11,506 shares; 2024Q4: 4,679 shares; 2025Q1: 7,911 shares; 2025Q2: 16,381 shares; 2025Q3: 16,496 shares; 2025Q4: 17,692 shares; 2026Q1: 18,265 shares; 2026Q2: 17,492 shares 17,492 $1.42M 0.06% -773 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 4,964 shares; 2025Q1: 12,882 shares; 2025Q2: 13,892 shares; 2025Q3: 15,554 shares; 2025Q4: 10,756 shares; 2026Q1: 12,968 shares; 2026Q2: 14,635 shares 14,635 $1.41M 0.06% +1,667 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,916 shares; 2025Q1: 9,153 shares; 2025Q2: 8,433 shares; 2025Q3: 18,403 shares; 2025Q4: 33,251 shares; 2026Q1: 38,819 shares; 2026Q2: 43,998 shares 43,998 $1.41M 0.06% +5,179 Timeline BDIV 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: 48,345 shares; 2026Q2: 57,195 shares 57,195 $1.4M 0.05% +8,850 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 reported; 2024Q4: not reported; 2025Q1: 26,260 shares; 2025Q2: 26,446 shares; 2025Q3: 34,249 shares; 2025Q4: 34,460 shares; 2026Q1: 33,631 shares; 2026Q2: 32,371 shares 32,371 $1.4M 0.05% -1,260 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,869 shares; 2025Q4: 24,918 shares; 2026Q1: 28,707 shares; 2026Q2: 31,359 shares 31,359 $1.39M 0.05% +2,652 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584 shares; 2024Q4: 3,053 shares; 2025Q1: not reported; 2025Q2: 3,136 shares; 2025Q3: 4,087 shares; 2025Q4: 3,952 shares; 2026Q1: 4,496 shares; 2026Q2: 4,149 shares 4,149 $1.39M 0.05% -347 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 reported; 2025Q4: 17,378 shares; 2026Q1: 39,053 shares; 2026Q2: 50,896 shares 50,896 $1.38M 0.05% +11,843 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,748 shares; 2024Q4: 49,939 shares; 2025Q1: 78,542 shares; 2025Q2: 78,518 shares; 2025Q3: 100,587 shares; 2025Q4: 18,025 shares; 2026Q1: 84,087 shares; 2026Q2: 126,215 shares 126,215 $1.38M 0.05% +42,128 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: 4,718 shares; 2024Q4: 5,698 shares; 2025Q1: 5,265 shares; 2025Q2: 5,844 shares; 2025Q3: 6,164 shares; 2025Q4: 6,049 shares; 2026Q1: 6,037 shares; 2026Q2: 8,120 shares 8,120 $1.37M 0.05% +2,083 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: 4,551 shares; 2024Q4: 5,010 shares; 2025Q1: 7,912 shares; 2025Q2: 6,108 shares; 2025Q3: 6,979 shares; 2025Q4: 6,428 shares; 2026Q1: 6,528 shares; 2026Q2: 6,556 shares 6,556 $1.37M 0.05% +28 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: 4,967 shares; 2024Q4: 4,922 shares; 2025Q1: 4,880 shares; 2025Q2: 4,253 shares; 2025Q3: 3,294 shares; 2025Q4: 3,173 shares; 2026Q1: 5,301 shares; 2026Q2: 5,722 shares 5,722 $1.36M 0.05% +421 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 5,428 shares; 2025Q4: 6,961 shares; 2026Q1: 7,388 shares; 2026Q2: 7,691 shares 7,691 $1.36M 0.05% +303 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,639 shares; 2024Q4: 14,297 shares; 2025Q1: 17,073 shares; 2025Q2: 22,304 shares; 2025Q3: 32,363 shares; 2025Q4: 36,645 shares; 2026Q1: 32,101 shares; 2026Q2: 26,457 shares 26,457 $1.35M 0.05% -5,644 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,962 shares; 2024Q4: 46,047 shares; 2025Q1: 48,810 shares; 2025Q2: 49,114 shares; 2025Q3: 51,797 shares; 2025Q4: 52,386 shares; 2026Q1: 47,618 shares; 2026Q2: 49,370 shares 49,370 $1.35M 0.05% +1,752 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 reported; 2024Q4: not reported; 2025Q1: 9,662 shares; 2025Q2: 6,881 shares; 2025Q3: 16,686 shares; 2025Q4: 17,291 shares; 2026Q1: 14,226 shares; 2026Q2: 8,836 shares 8,836 $1.34M 0.05% -5,390 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,403 shares; 2024Q4: 10,470 shares; 2025Q1: 10,526 shares; 2025Q2: 11,235 shares; 2025Q3: 28,960 shares; 2025Q4: 17,323 shares; 2026Q1: 18,133 shares; 2026Q2: 26,352 shares 26,352 $1.33M 0.05% +8,219 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,007 shares; 2024Q4: 34,215 shares; 2025Q1: 30,258 shares; 2025Q2: 31,502 shares; 2025Q3: 36,896 shares; 2025Q4: 36,974 shares; 2026Q1: 36,091 shares; 2026Q2: 36,020 shares 36,020 $1.33M 0.05% -71 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,202 shares; 2026Q1: 51,933 shares; 2026Q2: 51,633 shares 51,633 $1.32M 0.05% -300 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,170 shares; 2024Q4: 4,923 shares; 2025Q1: 4,410 shares; 2025Q2: 4,156 shares; 2025Q3: 17,753 shares; 2025Q4: 18,377 shares; 2026Q1: 18,681 shares; 2026Q2: 18,983 shares 18,983 $1.32M 0.05% +302 Timeline YMAG TIDAL TRUST II More: the full row for TIDAL TRUST 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: 16,727 shares; 2025Q4: not reported; 2026Q1: 105,548 shares; 2026Q2: 113,208 shares 113,208 $1.3M 0.05% +7,660 Timeline GDX 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: 11,092 shares; 2024Q4: 11,341 shares; 2025Q1: 16,843 shares; 2025Q2: 17,641 shares; 2025Q3: 23,650 shares; 2025Q4: 21,570 shares; 2026Q1: 19,300 shares; 2026Q2: 17,234 shares 17,234 $1.3M 0.05% -2,066 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 6,562 shares; 2025Q1: 7,213 shares; 2025Q2: 6,082 shares; 2025Q3: 13,112 shares; 2025Q4: 13,702 shares; 2026Q1: 13,847 shares; 2026Q2: 14,058 shares 14,058 $1.3M 0.05% +211 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 8,416 shares; 2025Q4: 35,286 shares; 2026Q1: 35,491 shares; 2026Q2: 35,264 shares 35,264 $1.3M 0.05% -227 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,144 shares; 2024Q4: 11,525 shares; 2025Q1: 10,292 shares; 2025Q2: 9,151 shares; 2025Q3: 10,726 shares; 2025Q4: 13,972 shares; 2026Q1: 14,754 shares; 2026Q2: 13,334 shares 13,334 $1.29M 0.05% -1,420 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: 376 shares; 2024Q4: 305 shares; 2025Q1: 420 shares; 2025Q2: 441 shares; 2025Q3: 904 shares; 2025Q4: 801 shares; 2026Q1: 781 shares; 2026Q2: 637 shares 637 $1.27M 0.05% -144 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 36,366 shares; 2025Q4: 31,092 shares; 2026Q1: 31,466 shares; 2026Q2: 31,447 shares 31,447 $1.27M 0.05% -19 Timeline SPIB 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: 144,203 shares; 2024Q4: 19,623 shares; 2025Q1: 17,095 shares; 2025Q2: 21,065 shares; 2025Q3: 29,921 shares; 2025Q4: 30,341 shares; 2026Q1: 37,429 shares; 2026Q2: 37,359 shares 37,359 $1.25M 0.05% -70 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: not reported; 2025Q2: 4,907 shares; 2025Q3: 8,557 shares; 2025Q4: 12,257 shares; 2026Q1: 13,011 shares; 2026Q2: 13,890 shares 13,890 $1.25M 0.05% +879 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: 97,244 shares; 2024Q4: 98,231 shares; 2025Q1: 122,872 shares; 2025Q2: 123,848 shares; 2025Q3: 118,959 shares; 2025Q4: 17,958 shares; 2026Q1: 42,969 shares; 2026Q2: 74,004 shares 74,004 $1.24M 0.05% +31,035 Timeline BITY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,546 shares 51,546 $1.23M 0.05% new Timeline SDY 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: 7,248 shares; 2024Q4: 7,275 shares; 2025Q1: 6,939 shares; 2025Q2: 6,862 shares; 2025Q3: 7,997 shares; 2025Q4: 7,909 shares; 2026Q1: 7,816 shares; 2026Q2: 8,112 shares 8,112 $1.23M 0.05% +296 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,972 shares; 2024Q4: 37,316 shares; 2025Q1: 38,671 shares; 2025Q2: 44,477 shares; 2025Q3: 50,801 shares; 2025Q4: 48,472 shares; 2026Q1: 48,914 shares; 2026Q2: 53,247 shares 53,247 $1.23M 0.05% +4,333 Timeline XLC 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: 5,122 shares; 2024Q4: 5,233 shares; 2025Q1: 5,088 shares; 2025Q2: 5,707 shares; 2025Q3: 15,676 shares; 2025Q4: 12,709 shares; 2026Q1: 12,071 shares; 2026Q2: 11,493 shares 11,493 $1.23M 0.05% -578 Timeline VCR 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: 4,649 shares; 2024Q4: 5,638 shares; 2025Q1: 5,582 shares; 2025Q2: 5,346 shares; 2025Q3: 5,164 shares; 2025Q4: 4,533 shares; 2026Q1: 3,160 shares; 2026Q2: 3,103 shares 3,103 $1.23M 0.05% -57 Timeline PFF 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: 8,439 shares; 2025Q1: 6,826 shares; 2025Q2: 9,939 shares; 2025Q3: 14,998 shares; 2025Q4: 14,338 shares; 2026Q1: 13,196 shares; 2026Q2: 39,949 shares 39,949 $1.22M 0.05% +26,753 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,477 shares; 2024Q4: 11,791 shares; 2025Q1: 11,809 shares; 2025Q2: 12,061 shares; 2025Q3: 12,839 shares; 2025Q4: 12,067 shares; 2026Q1: 12,255 shares; 2026Q2: 12,550 shares 12,550 $1.21M 0.05% +295 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: not reported; 2024Q4: 4,947 shares; 2025Q1: 5,735 shares; 2025Q2: 23,860 shares; 2025Q3: 48,675 shares; 2025Q4: 48,512 shares; 2026Q1: 43,089 shares; 2026Q2: 27,010 shares 27,010 $1.21M 0.05% -16,079 Timeline PZA 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: 38,487 shares; 2024Q4: 38,426 shares; 2025Q1: 46,027 shares; 2025Q2: 45,016 shares; 2025Q3: 45,269 shares; 2025Q4: 45,314 shares; 2026Q1: 47,540 shares; 2026Q2: 50,801 shares 50,801 $1.19M 0.05% +3,261 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: 59,368 shares; 2024Q4: 35,591 shares; 2025Q1: 37,950 shares; 2025Q2: 8,197 shares; 2025Q3: 19,700 shares; 2025Q4: 21,725 shares; 2026Q1: 20,016 shares; 2026Q2: 16,240 shares 16,240 $1.19M 0.05% -3,776 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 22,843 shares; 2025Q4: 23,503 shares; 2026Q1: 40,729 shares; 2026Q2: 43,148 shares 43,148 $1.19M 0.05% +2,419 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,149 shares; 2025Q4: 10,566 shares; 2026Q1: 18,970 shares; 2026Q2: 25,101 shares 25,101 $1.18M 0.05% +6,131 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,271 shares; 2025Q4: 5,019 shares; 2026Q1: 5,595 shares; 2026Q2: 6,176 shares 6,176 $1.18M 0.05% +581 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 reported; 2024Q4: 636 shares; 2025Q1: 960 shares; 2025Q2: 949 shares; 2025Q3: 1,074 shares; 2025Q4: 994 shares; 2026Q1: 1,202 shares; 2026Q2: 1,225 shares 1,225 $1.18M 0.05% +23 Timeline RSPH 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: 46,706 shares; 2025Q1: 61,268 shares; 2025Q2: 59,345 shares; 2025Q3: 61,067 shares; 2025Q4: 60,429 shares; 2026Q1: 63,172 shares; 2026Q2: 35,172 shares 35,172 $1.17M 0.05% -28,000 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,886 shares; 2026Q1: 40,103 shares; 2026Q2: 45,373 shares 45,373 $1.17M 0.05% +5,270 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,344 shares; 2024Q4: 13,961 shares; 2025Q1: 13,883 shares; 2025Q2: 14,409 shares; 2025Q3: 14,309 shares; 2025Q4: 14,361 shares; 2026Q1: 14,274 shares; 2026Q2: 9,683 shares 9,683 $1.16M 0.05% -4,591 Timeline AVDE 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: 15,090 shares; 2024Q4: 13,861 shares; 2025Q1: 8,739 shares; 2025Q2: 8,554 shares; 2025Q3: 13,068 shares; 2025Q4: 13,064 shares; 2026Q1: 12,952 shares; 2026Q2: 13,012 shares 13,012 $1.16M 0.05% +60 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: 9,713 shares; 2024Q4: 11,519 shares; 2025Q1: 15,967 shares; 2025Q2: 18,177 shares; 2025Q3: 21,165 shares; 2025Q4: 20,567 shares; 2026Q1: 19,435 shares; 2026Q2: 18,762 shares 18,762 $1.16M 0.05% -673 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,200 shares; 2024Q4: 24,047 shares; 2025Q1: 25,774 shares; 2025Q2: 25,629 shares; 2025Q3: 26,523 shares; 2025Q4: 26,481 shares; 2026Q1: 22,810 shares; 2026Q2: 22,429 shares 22,429 $1.16M 0.05% -381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,589 shares; 2025Q4: 193,651 shares; 2026Q1: 83,552 shares; 2026Q2: 49,802 shares 49,802 $1.13M 0.04% -33,750 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 4,458 shares; 2025Q1: 3,313 shares; 2025Q2: 4,258 shares; 2025Q3: 5,256 shares; 2025Q4: 4,911 shares; 2026Q1: 4,622 shares; 2026Q2: 4,340 shares 4,340 $1.13M 0.04% -282 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 435 shares; 2026Q1: 372 shares; 2026Q2: 3,743 shares 3,743 $1.13M 0.04% +3,371 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,631 shares; 2024Q4: 31,952 shares; 2025Q1: 43,145 shares; 2025Q2: 50,333 shares; 2025Q3: 49,268 shares; 2025Q4: 33,700 shares; 2026Q1: 26,632 shares; 2026Q2: 26,074 shares 26,074 $1.12M 0.04% -558 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: 7,974 shares; 2024Q4: 8,055 shares; 2025Q1: 12,095 shares; 2025Q2: 11,872 shares; 2025Q3: 14,949 shares; 2025Q4: 14,045 shares; 2026Q1: 14,571 shares; 2026Q2: 14,416 shares 14,416 $1.12M 0.04% -155 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,144 shares 3,144 $1.11M 0.04% new Timeline VGK 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: 17,855 shares; 2024Q4: 17,439 shares; 2025Q1: 15,334 shares; 2025Q2: 13,779 shares; 2025Q3: 13,495 shares; 2025Q4: 12,731 shares; 2026Q1: 12,348 shares; 2026Q2: 12,580 shares 12,580 $1.11M 0.04% +232 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: 10,856 shares; 2024Q4: 11,186 shares; 2025Q1: 12,101 shares; 2025Q2: 13,087 shares; 2025Q3: 16,692 shares; 2025Q4: 28,953 shares; 2026Q1: 29,652 shares; 2026Q2: 31,977 shares 31,977 $1.11M 0.04% +2,325 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,470 shares; 2024Q4: 26,615 shares; 2025Q1: 28,965 shares; 2025Q2: 28,089 shares; 2025Q3: 31,352 shares; 2025Q4: 33,038 shares; 2026Q1: 35,388 shares; 2026Q2: 35,717 shares 35,717 $1.11M 0.04% +329 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: 10,113 shares; 2024Q4: 12,352 shares; 2025Q1: 13,932 shares; 2025Q2: 12,954 shares; 2025Q3: 16,560 shares; 2025Q4: 10,795 shares; 2026Q1: 12,473 shares; 2026Q2: 11,540 shares 11,540 $1.11M 0.04% -933 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: 987 shares; 2024Q4: 1,199 shares; 2025Q1: 2,699 shares; 2025Q2: 1,348 shares; 2025Q3: 2,738 shares; 2025Q4: 2,641 shares; 2026Q1: 3,438 shares; 2026Q2: 3,281 shares 3,281 $1.11M 0.04% -157 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: 2,577 shares; 2024Q4: 17,841 shares; 2025Q1: 34,311 shares; 2025Q2: 18,384 shares; 2025Q3: 36,725 shares; 2025Q4: 33,061 shares; 2026Q1: 32,403 shares; 2026Q2: 31,820 shares 31,820 $1.11M 0.04% -583 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: 2,337 shares; 2024Q4: 2,673 shares; 2025Q1: 3,263 shares; 2025Q2: 3,922 shares; 2025Q3: 5,833 shares; 2025Q4: 8,975 shares; 2026Q1: 9,637 shares; 2026Q2: 9,427 shares 9,427 $1.11M 0.04% -210 Timeline QCJL 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: 26,838 shares; 2025Q1: 30,613 shares; 2025Q2: 30,613 shares; 2025Q3: 44,405 shares; 2025Q4: 43,941 shares; 2026Q1: 43,941 shares; 2026Q2: 43,926 shares 43,926 $1.1M 0.04% -15 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,647 shares; 2024Q4: 68,333 shares; 2025Q1: 172,900 shares; 2025Q2: 74,093 shares; 2025Q3: 91,779 shares; 2025Q4: 92,227 shares; 2026Q1: 93,504 shares; 2026Q2: 95,437 shares 95,437 $1.1M 0.04% +1,933 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: 1,299 shares; 2024Q4: 1,862 shares; 2025Q1: 1,807 shares; 2025Q2: 2,667 shares; 2025Q3: 2,618 shares; 2025Q4: 10,394 shares; 2026Q1: 11,442 shares; 2026Q2: 12,598 shares 12,598 $1.1M 0.04% +1,156 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,237 shares; 2024Q4: 2,304 shares; 2025Q1: 2,153 shares; 2025Q2: 2,154 shares; 2025Q3: 2,373 shares; 2025Q4: 2,714 shares; 2026Q1: 2,689 shares; 2026Q2: 2,757 shares 2,757 $1.09M 0.04% +68 Timeline GCOR 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: 10,877 shares; 2024Q4: 9,992 shares; 2025Q1: 9,015 shares; 2025Q2: 13,528 shares; 2025Q3: 19,916 shares; 2025Q4: 21,996 shares; 2026Q1: 25,615 shares; 2026Q2: 26,360 shares 26,360 $1.08M 0.04% +745 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 44,961 shares; 2025Q4: 41,023 shares; 2026Q1: 41,304 shares; 2026Q2: 41,843 shares 41,843 $1.08M 0.04% +539 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: 3,919 shares; 2024Q4: 30,257 shares; 2025Q1: 1,961 shares; 2025Q2: not reported; 2025Q3: 4,592 shares; 2025Q4: 4,676 shares; 2026Q1: 4,836 shares; 2026Q2: 6,572 shares 6,572 $1.08M 0.04% +1,736 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,477 shares; 2024Q4: 10,040 shares; 2025Q1: 16,292 shares; 2025Q2: 20,763 shares; 2025Q3: 21,017 shares; 2025Q4: 19,161 shares; 2026Q1: 23,308 shares; 2026Q2: 20,630 shares 20,630 $1.07M 0.04% -2,678 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 reported; 2024Q4: 3,944 shares; 2025Q1: 4,908 shares; 2025Q2: 5,308 shares; 2025Q3: 11,434 shares; 2025Q4: 11,971 shares; 2026Q1: 12,312 shares; 2026Q2: 11,753 shares 11,753 $1.07M 0.04% -559 Timeline IYZ 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: 26,412 shares; 2025Q4: 19,708 shares; 2026Q1: 19,038 shares; 2026Q2: 25,188 shares 25,188 $1.07M 0.04% +6,150 Timeline QJUN 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: 33,739 shares; 2025Q3: 33,969 shares; 2025Q4: 31,495 shares; 2026Q1: 31,242 shares; 2026Q2: 31,436 shares 31,436 $1.06M 0.04% +194 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 64,232 shares; 2025Q4: 69,445 shares; 2026Q1: 74,219 shares; 2026Q2: 73,166 shares 73,166 $1.06M 0.04% -1,053 Timeline RSPF 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: 15,822 shares; 2025Q1: 21,734 shares; 2025Q2: 21,807 shares; 2025Q3: 22,304 shares; 2025Q4: 22,359 shares; 2026Q1: 22,740 shares; 2026Q2: 13,620 shares 13,620 $1.06M 0.04% -9,120 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: 1,563 shares; 2024Q4: 1,540 shares; 2025Q1: 1,465 shares; 2025Q2: not reported; 2025Q3: 2,020 shares; 2025Q4: 6,556 shares; 2026Q1: 9,569 shares; 2026Q2: 9,617 shares 9,617 $1.06M 0.04% +48 Timeline ACWX 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 reported; 2025Q4: not reported; 2026Q1: 115,469 shares; 2026Q2: 13,854 shares 13,854 $1.05M 0.04% -101,615 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: 2,890 shares; 2024Q4: 5,393 shares; 2025Q1: 7,028 shares; 2025Q2: 5,816 shares; 2025Q3: 6,958 shares; 2025Q4: 7,693 shares; 2026Q1: 9,648 shares; 2026Q2: 11,574 shares 11,574 $1.05M 0.04% +1,926 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: 1,501 shares; 2024Q4: 2,509 shares; 2025Q1: 3,063 shares; 2025Q2: 2,506 shares; 2025Q3: 3,307 shares; 2025Q4: 4,203 shares; 2026Q1: 5,230 shares; 2026Q2: 2,893 shares 2,893 $1.05M 0.04% -2,337 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,090 shares; 2025Q2: 5,848 shares; 2025Q3: 10,472 shares; 2025Q4: 13,154 shares; 2026Q1: 14,992 shares; 2026Q2: 19,637 shares 19,637 $1.05M 0.04% +4,645 Timeline UJAN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,146 shares; 2025Q4: 22,801 shares; 2026Q1: 22,860 shares; 2026Q2: 22,864 shares 22,864 $1.04M 0.04% +4 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,433 shares; 2025Q2: 4,730 shares; 2025Q3: 14,819 shares; 2025Q4: 13,213 shares; 2026Q1: 11,376 shares; 2026Q2: 13,039 shares 13,039 $1.04M 0.04% +1,663 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,900 shares; 2024Q4: 22,913 shares; 2025Q1: 21,673 shares; 2025Q2: 21,516 shares; 2025Q3: 27,824 shares; 2025Q4: 28,878 shares; 2026Q1: 38,527 shares; 2026Q2: 35,503 shares 35,503 $1.03M 0.04% -3,024 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,889 shares; 2026Q1: 15,661 shares; 2026Q2: 17,061 shares 17,061 $1.03M 0.04% +1,400 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,518 shares; 2024Q4: 79,424 shares; 2025Q1: 79,405 shares; 2025Q2: 51,362 shares; 2025Q3: 54,969 shares; 2025Q4: 42,540 shares; 2026Q1: 41,465 shares; 2026Q2: 42,319 shares 42,319 $1.02M 0.04% +854 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: 1,405 shares; 2024Q4: 1,795 shares; 2025Q1: 1,875 shares; 2025Q2: 1,802 shares; 2025Q3: 1,767 shares; 2025Q4: 1,656 shares; 2026Q1: 2,148 shares; 2026Q2: 2,380 shares 2,380 $1.01M 0.04% +232 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,583 shares; 2025Q4: 24,252 shares; 2026Q1: 23,220 shares; 2026Q2: 20,709 shares 20,709 $1.01M 0.04% -2,511 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 3,747 shares; 2025Q4: not reported; 2026Q1: 2,420 shares; 2026Q2: 3,327 shares 3,327 $1.01M 0.04% +907 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: 9,879 shares; 2024Q4: 9,753 shares; 2025Q1: 9,675 shares; 2025Q2: 9,621 shares; 2025Q3: 8,727 shares; 2025Q4: 9,032 shares; 2026Q1: 9,129 shares; 2026Q2: 9,328 shares 9,328 $1.01M 0.04% +199 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: 15,396 shares; 2024Q4: 25,658 shares; 2025Q1: 28,656 shares; 2025Q2: 27,435 shares; 2025Q3: 43,401 shares; 2025Q4: 55,678 shares; 2026Q1: 44,198 shares; 2026Q2: 41,679 shares 41,679 $1M 0.04% -2,519 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,725 shares 35,725 $1M 0.04% new 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 reported; 2024Q4: 34,561 shares; 2025Q1: 36,422 shares; 2025Q2: 36,422 shares; 2025Q3: 37,848 shares; 2025Q4: 37,659 shares; 2026Q1: 36,241 shares; 2026Q2: 36,241 shares 36,241 $998K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,304 shares; 2024Q4: 42,752 shares; 2025Q1: 36,751 shares; 2025Q2: 51,816 shares; 2025Q3: 52,554 shares; 2025Q4: 55,058 shares; 2026Q1: 52,912 shares; 2026Q2: 51,886 shares 51,886 $992K 0.04% -1,026 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: 7,283 shares; 2024Q4: 9,426 shares; 2025Q1: 12,186 shares; 2025Q2: 12,242 shares; 2025Q3: 15,443 shares; 2025Q4: 13,533 shares; 2026Q1: 12,729 shares; 2026Q2: 13,688 shares 13,688 $988K 0.04% +959 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,212 shares; 2024Q4: 27,955 shares; 2025Q1: 29,253 shares; 2025Q2: 27,394 shares; 2025Q3: 37,332 shares; 2025Q4: 38,243 shares; 2026Q1: 38,018 shares; 2026Q2: 29,533 shares 29,533 $985K 0.04% -8,485 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,298 shares; 2025Q4: 19,404 shares; 2026Q1: 24,863 shares; 2026Q2: 26,235 shares 26,235 $984K 0.04% +1,372 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 307 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 1,162 shares; 2025Q4: 1,224 shares; 2026Q1: 1,022 shares; 2026Q2: 867 shares 867 $982K 0.04% -155 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 30,816 shares; 2025Q4: 27,047 shares; 2026Q1: 27,099 shares; 2026Q2: 27,384 shares 27,384 $978K 0.04% +285 Timeline THRV THRIVE SERIES TRUST More: the full row for THRIVE 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 reported; 2025Q4: 10,411 shares; 2026Q1: 14,089 shares; 2026Q2: 40,314 shares 40,314 $977K 0.04% +26,225 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 12,678 shares; 2026Q2: 13,995 shares 13,995 $973K 0.04% +1,317 Timeline BUFC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,223 shares; 2024Q4: 11,886 shares; 2025Q1: 12,142 shares; 2025Q2: 13,332 shares; 2025Q3: 13,332 shares; 2025Q4: 13,332 shares; 2026Q1: 22,839 shares; 2026Q2: 22,839 shares 22,839 $972K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 1,059 shares; 2025Q1: 1,166 shares; 2025Q2: 1,114 shares; 2025Q3: 1,499 shares; 2025Q4: 1,863 shares; 2026Q1: 1,998 shares; 2026Q2: 1,865 shares 1,865 $968K 0.04% -133 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,469 shares; 2025Q2: 6,409 shares; 2025Q3: 17,487 shares; 2025Q4: 16,729 shares; 2026Q1: 18,665 shares; 2026Q2: 19,425 shares 19,425 $967K 0.04% +760 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 4,280 shares; 2025Q1: 10,966 shares; 2025Q2: 10,992 shares; 2025Q3: 11,733 shares; 2025Q4: 10,034 shares; 2026Q1: 12,603 shares; 2026Q2: 13,154 shares 13,154 $965K 0.04% +551 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: 3,097 shares; 2024Q4: 3,269 shares; 2025Q1: 3,232 shares; 2025Q2: 3,289 shares; 2025Q3: 7,607 shares; 2025Q4: 7,595 shares; 2026Q1: 7,430 shares; 2026Q2: 7,034 shares 7,034 $962K 0.04% -396 Timeline GJUN 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: 18,223 shares; 2025Q3: 18,111 shares; 2025Q4: 17,687 shares; 2026Q1: 17,378 shares; 2026Q2: 23,198 shares 23,198 $956K 0.04% +5,820 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: 2,358 shares; 2024Q4: 3,242 shares; 2025Q1: 3,702 shares; 2025Q2: 4,696 shares; 2025Q3: 3,729 shares; 2025Q4: 3,917 shares; 2026Q1: 3,443 shares; 2026Q2: 3,756 shares 3,756 $947K 0.04% +313 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 9,172 shares; 2026Q1: 23,266 shares; 2026Q2: 23,481 shares 23,481 $945K 0.04% +215 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: 494 shares; 2024Q4: 844 shares; 2025Q1: 945 shares; 2025Q2: 898 shares; 2025Q3: 2,251 shares; 2025Q4: 2,134 shares; 2026Q1: 2,128 shares; 2026Q2: 1,852 shares 1,852 $943K 0.04% -276 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,934 shares; 2025Q3: 19,750 shares; 2025Q4: 19,907 shares; 2026Q1: 19,602 shares; 2026Q2: 19,845 shares 19,845 $942K 0.04% +243 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,729 shares; 2024Q4: 66,863 shares; 2025Q1: 69,675 shares; 2025Q2: 70,433 shares; 2025Q3: 70,712 shares; 2025Q4: 71,080 shares; 2026Q1: 84,715 shares; 2026Q2: 88,855 shares 88,855 $940K 0.04% +4,140 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: 3,783 shares; 2025Q1: 3,186 shares; 2025Q2: 13,406 shares; 2025Q3: 15,380 shares; 2025Q4: 14,019 shares; 2026Q1: 13,371 shares; 2026Q2: 8,186 shares 8,186 $935K 0.04% -5,185 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,111 shares 3,111 $927K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: 10,429 shares; 2025Q2: 10,429 shares; 2025Q3: 10,429 shares; 2025Q4: 10,429 shares; 2026Q1: 23,929 shares; 2026Q2: 23,929 shares 23,929 $925K 0.04% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,040 shares; 2024Q4: 10,102 shares; 2025Q1: 10,670 shares; 2025Q2: 10,976 shares; 2025Q3: 10,604 shares; 2025Q4: 10,117 shares; 2026Q1: 9,613 shares; 2026Q2: 8,429 shares 8,429 $923K 0.04% -1,184 Timeline QQEW 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: 9,814 shares; 2024Q4: 9,783 shares; 2025Q1: 9,381 shares; 2025Q2: 9,719 shares; 2025Q3: 9,322 shares; 2025Q4: 9,084 shares; 2026Q1: 6,428 shares; 2026Q2: 5,782 shares 5,782 $923K 0.04% -646 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,447 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,360 shares; 2026Q2: 18,514 shares 18,514 $922K 0.04% +14,154 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: 4,214 shares; 2024Q4: 4,417 shares; 2025Q1: 4,820 shares; 2025Q2: 7,234 shares; 2025Q3: 9,107 shares; 2025Q4: 9,209 shares; 2026Q1: 7,391 shares; 2026Q2: 7,056 shares 7,056 $922K 0.04% -335 Timeline XYLD 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: 14,369 shares; 2024Q4: 15,121 shares; 2025Q1: 18,022 shares; 2025Q2: 23,486 shares; 2025Q3: 26,378 shares; 2025Q4: 26,388 shares; 2026Q1: 27,674 shares; 2026Q2: 22,402 shares 22,402 $914K 0.04% -5,272 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,069 shares; 2024Q4: 16,270 shares; 2025Q1: 17,948 shares; 2025Q2: 18,259 shares; 2025Q3: 17,054 shares; 2025Q4: 17,188 shares; 2026Q1: 18,240 shares; 2026Q2: 18,411 shares 18,411 $912K 0.04% +171 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,997 shares; 2025Q4: 2,048 shares; 2026Q1: 1,815 shares; 2026Q2: 2,114 shares 2,114 $912K 0.04% +299 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: 4,699 shares; 2024Q4: 4,729 shares; 2025Q1: 3,631 shares; 2025Q2: 7,692 shares; 2025Q3: 74,584 shares; 2025Q4: 10,709 shares; 2026Q1: 75,363 shares; 2026Q2: 8,767 shares 8,767 $911K 0.04% -66,596 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,616 shares; 2026Q1: 1,499 shares; 2026Q2: 2,276 shares 2,276 $904K 0.04% +777 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 7,309 shares; 2026Q1: 8,849 shares; 2026Q2: 12,894 shares 12,894 $903K 0.04% +4,045 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,092 shares; 2025Q4: 17,460 shares; 2026Q1: 14,412 shares; 2026Q2: 23,511 shares 23,511 $899K 0.04% +9,099 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: 1,637 shares; 2024Q4: 2,244 shares; 2025Q1: 2,148 shares; 2025Q2: 2,439 shares; 2025Q3: 3,269 shares; 2025Q4: 3,342 shares; 2026Q1: 3,494 shares; 2026Q2: 3,499 shares 3,499 $894K 0.04% +5 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,723 shares; 2025Q4: 7,444 shares; 2026Q1: 11,828 shares; 2026Q2: 20,620 shares 20,620 $893K 0.04% +8,792 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 reported; 2024Q4: not reported; 2025Q1: 1,189 shares; 2025Q2: not reported; 2025Q3: 3,192 shares; 2025Q4: 3,387 shares; 2026Q1: 3,694 shares; 2026Q2: 4,023 shares 4,023 $888K 0.03% +329 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: 10,344 shares; 2024Q4: 10,274 shares; 2025Q1: 4,448 shares; 2025Q2: 11,167 shares; 2025Q3: 11,157 shares; 2025Q4: 13,470 shares; 2026Q1: 13,472 shares; 2026Q2: 15,711 shares 15,711 $885K 0.03% +2,239 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: 27,607 shares; 2024Q4: 24,492 shares; 2025Q1: 43,949 shares; 2025Q2: 49,090 shares; 2025Q3: 57,811 shares; 2025Q4: 184,497 shares; 2026Q1: 228,318 shares; 2026Q2: 63,610 shares 63,610 $884K 0.03% -164,708 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 525 shares; 2025Q1: 700 shares; 2025Q2: 572 shares; 2025Q3: 1,121 shares; 2025Q4: 1,130 shares; 2026Q1: 1,141 shares; 2026Q2: 1,167 shares 1,167 $882K 0.03% +26 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 28,331 shares; 2025Q4: 14,760 shares; 2026Q1: 32,004 shares; 2026Q2: 17,622 shares 17,622 $879K 0.03% -14,382 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 786 shares; 2025Q4: 1,054 shares; 2026Q1: 1,050 shares; 2026Q2: 1,055 shares 1,055 $876K 0.03% +5 Timeline GSUS 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: 8,143 shares; 2024Q4: 8,055 shares; 2025Q1: 8,571 shares; 2025Q2: 8,567 shares; 2025Q3: 11,914 shares; 2025Q4: 12,352 shares; 2026Q1: 11,117 shares; 2026Q2: 8,479 shares 8,479 $874K 0.03% -2,638 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 reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 1,502 shares; 2025Q3: 2,484 shares; 2025Q4: 1,745 shares; 2026Q1: 1,672 shares; 2026Q2: 1,686 shares 1,686 $869K 0.03% +14 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 reported; 2024Q4: not reported; 2025Q1: 1,397 shares; 2025Q2: 2,489 shares; 2025Q3: 6,730 shares; 2025Q4: 3,596 shares; 2026Q1: 4,795 shares; 2026Q2: 4,324 shares 4,324 $867K 0.03% -471 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 7,955 shares; 2026Q1: 10,169 shares; 2026Q2: 10,555 shares 10,555 $863K 0.03% +386 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,505 shares; 2026Q2: 23,478 shares 23,478 $859K 0.03% +6,973 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 1,216 shares; 2026Q1: 1,354 shares; 2026Q2: 1,390 shares 1,390 $857K 0.03% +36 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,629 shares; 2025Q1: 5,886 shares; 2025Q2: 13,801 shares; 2025Q3: 17,045 shares; 2025Q4: 19,681 shares; 2026Q1: 23,633 shares; 2026Q2: 29,009 shares 29,009 $851K 0.03% +5,376 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: 2,836 shares; 2024Q4: 2,843 shares; 2025Q1: 3,533 shares; 2025Q2: 2,988 shares; 2025Q3: 6,419 shares; 2025Q4: 9,063 shares; 2026Q1: 10,056 shares; 2026Q2: 5,733 shares 5,733 $850K 0.03% -4,323 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,876 shares; 2024Q4: 22,878 shares; 2025Q1: 22,364 shares; 2025Q2: 22,419 shares; 2025Q3: 22,419 shares; 2025Q4: 22,421 shares; 2026Q1: 20,904 shares; 2026Q2: 20,771 shares 20,771 $846K 0.03% -133 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: 1,521 shares; 2025Q4: 1,539 shares; 2026Q1: 1,671 shares; 2026Q2: 1,671 shares 1,671 $845K 0.03% 0 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: 3,039 shares; 2024Q4: 4,532 shares; 2025Q1: 5,930 shares; 2025Q2: 4,622 shares; 2025Q3: 8,246 shares; 2025Q4: 8,121 shares; 2026Q1: 9,142 shares; 2026Q2: 8,761 shares 8,761 $845K 0.03% -381 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,749 shares; 2025Q2: not reported; 2025Q3: 13,107 shares; 2025Q4: 13,553 shares; 2026Q1: 16,106 shares; 2026Q2: 20,860 shares 20,860 $837K 0.03% +4,754 Timeline RIGS 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: 28,338 shares; 2024Q4: 28,519 shares; 2025Q1: 31,871 shares; 2025Q2: 31,802 shares; 2025Q3: 31,488 shares; 2025Q4: 33,234 shares; 2026Q1: 38,336 shares; 2026Q2: 36,615 shares 36,615 $834K 0.03% -1,721 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,410 shares; 2026Q2: 32,859 shares 32,859 $819K 0.03% +449 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,621 shares; 2024Q4: 22,428 shares; 2025Q1: 25,091 shares; 2025Q2: 25,573 shares; 2025Q3: 27,714 shares; 2025Q4: not reported; 2026Q1: 12,582 shares; 2026Q2: 12,655 shares 12,655 $819K 0.03% +73 Timeline BLV 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: 7,891 shares; 2024Q4: 7,580 shares; 2025Q1: 9,878 shares; 2025Q2: 9,971 shares; 2025Q3: 12,213 shares; 2025Q4: 10,946 shares; 2026Q1: 11,915 shares; 2026Q2: 11,857 shares 11,857 $817K 0.03% -58 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,591 shares; 2024Q4: 222,489 shares; 2025Q1: 207,254 shares; 2025Q2: 261,913 shares; 2025Q3: 281,468 shares; 2025Q4: 202,130 shares; 2026Q1: 166,664 shares; 2026Q2: 163,093 shares 163,093 $814K 0.03% -3,571 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,428 shares; 2025Q4: 15,194 shares; 2026Q1: 16,145 shares; 2026Q2: 15,662 shares 15,662 $811K 0.03% -483 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,467 shares; 2024Q4: 2,863 shares; 2025Q1: 3,935 shares; 2025Q2: 4,852 shares; 2025Q3: 5,762 shares; 2025Q4: 5,498 shares; 2026Q1: 5,678 shares; 2026Q2: 8,579 shares 8,579 $811K 0.03% +2,901 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,896 shares; 2026Q1: 25,464 shares; 2026Q2: 36,281 shares 36,281 $811K 0.03% +10,817 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: 1,900 shares; 2025Q1: 2,129 shares; 2025Q2: 2,012 shares; 2025Q3: 3,479 shares; 2025Q4: 3,994 shares; 2026Q1: 2,810 shares; 2026Q2: 2,550 shares 2,550 $810K 0.03% -260 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 11,591 shares; 2025Q4: 19,220 shares; 2026Q1: not reported; 2026Q2: 30,641 shares 30,641 $810K 0.03% new 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: 21,416 shares; 2024Q4: 20,724 shares; 2025Q1: 23,359 shares; 2025Q2: 21,343 shares; 2025Q3: 20,629 shares; 2025Q4: 22,094 shares; 2026Q1: 17,086 shares; 2026Q2: 15,923 shares 15,923 $809K 0.03% -1,163 Timeline VEU 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: 5,039 shares; 2024Q4: 4,953 shares; 2025Q1: 5,358 shares; 2025Q2: 4,926 shares; 2025Q3: 6,955 shares; 2025Q4: 6,162 shares; 2026Q1: 8,514 shares; 2026Q2: 9,652 shares 9,652 $808K 0.03% +1,138 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 27,740 shares; 2026Q1: 39,057 shares; 2026Q2: 60,839 shares 60,839 $808K 0.03% +21,782 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,842 shares; 2025Q3: 3,158 shares; 2025Q4: 1,969 shares; 2026Q1: not reported; 2026Q2: 1,670 shares 1,670 $807K 0.03% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,132 shares; 2025Q4: 3,999 shares; 2026Q1: 5,038 shares; 2026Q2: 4,988 shares 4,988 $806K 0.03% -50 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,138 shares; 2024Q4: 44,488 shares; 2025Q1: not reported; 2025Q2: 82,748 shares; 2025Q3: 100,726 shares; 2025Q4: 105,590 shares; 2026Q1: 108,451 shares; 2026Q2: 100,460 shares 100,460 $802K 0.03% -7,991 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,401 shares; 2026Q1: 31,832 shares; 2026Q2: 32,644 shares 32,644 $800K 0.03% +812 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 reported; 2024Q4: not reported; 2025Q1: 3,584 shares; 2025Q2: 3,696 shares; 2025Q3: 9,610 shares; 2025Q4: 8,847 shares; 2026Q1: 6,432 shares; 2026Q2: 5,166 shares 5,166 $794K 0.03% -1,266 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 reported; 2024Q4: not reported; 2025Q1: 5,067 shares; 2025Q2: 5,011 shares; 2025Q3: 13,418 shares; 2025Q4: 11,635 shares; 2026Q1: 8,882 shares; 2026Q2: 15,203 shares 15,203 $788K 0.03% +6,321 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007 shares; 2026Q2: 807 shares 807 $779K 0.03% -200 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: 4,014 shares; 2024Q4: 4,858 shares; 2025Q1: 5,058 shares; 2025Q2: 5,006 shares; 2025Q3: 5,015 shares; 2025Q4: 5,245 shares; 2026Q1: 4,974 shares; 2026Q2: 4,982 shares 4,982 $779K 0.03% +8 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,539 shares; 2025Q4: 34,749 shares; 2026Q1: 34,765 shares; 2026Q2: 33,813 shares 33,813 $776K 0.03% -952 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 reported; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,071 shares; 2026Q1: 4,071 shares; 2026Q2: 4,590 shares 4,590 $773K 0.03% +519 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: 1,445 shares; 2024Q4: 1,458 shares; 2025Q1: 1,757 shares; 2025Q2: 1,536 shares; 2025Q3: 2,161 shares; 2025Q4: 2,232 shares; 2026Q1: 2,173 shares; 2026Q2: 2,182 shares 2,182 $773K 0.03% +9 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 487 shares; 2025Q1: 499 shares; 2025Q2: 489 shares; 2025Q3: 534 shares; 2025Q4: 540 shares; 2026Q1: 545 shares; 2026Q2: 567 shares 567 $772K 0.03% +22 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: 3,869 shares; 2024Q4: 7,402 shares; 2025Q1: 9,395 shares; 2025Q2: 12,415 shares; 2025Q3: 17,117 shares; 2025Q4: 18,596 shares; 2026Q1: 18,312 shares; 2026Q2: 18,785 shares 18,785 $771K 0.03% +473 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,101 shares; 2025Q4: 4,749 shares; 2026Q1: 9,307 shares; 2026Q2: 9,817 shares 9,817 $768K 0.03% +510 Timeline IGEB 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: 11,288 shares; 2025Q3: 11,687 shares; 2025Q4: 11,697 shares; 2026Q1: 12,533 shares; 2026Q2: 17,022 shares 17,022 $768K 0.03% +4,489 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,701 shares; 2025Q4: 12,648 shares; 2026Q1: 33,481 shares; 2026Q2: 34,336 shares 34,336 $768K 0.03% +855 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,949 shares; 2024Q4: 57,932 shares; 2025Q1: 59,365 shares; 2025Q2: 56,310 shares; 2025Q3: 56,416 shares; 2025Q4: 57,863 shares; 2026Q1: 59,101 shares; 2026Q2: 59,245 shares 59,245 $767K 0.03% +144 Timeline QLD PROSHARES TR More: the full row for PROSHARES 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: 2,529 shares; 2025Q4: 6,424 shares; 2026Q1: 8,335 shares; 2026Q2: 7,894 shares 7,894 $764K 0.03% -441 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,519 shares; 2025Q4: 38,168 shares; 2026Q1: 37,809 shares; 2026Q2: 27,527 shares 27,527 $764K 0.03% -10,282 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 2,532 shares; 2025Q1: 2,616 shares; 2025Q2: 2,850 shares; 2025Q3: 3,390 shares; 2025Q4: 3,430 shares; 2026Q1: 3,391 shares; 2026Q2: 3,460 shares 3,460 $763K 0.03% +69 Timeline DSTL 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: 37,232 shares; 2024Q4: 37,014 shares; 2025Q1: 36,884 shares; 2025Q2: 34,947 shares; 2025Q3: 32,078 shares; 2025Q4: 16,897 shares; 2026Q1: 15,115 shares; 2026Q2: 12,631 shares 12,631 $757K 0.03% -2,484 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,326 shares; 2025Q4: 9,887 shares; 2026Q1: 8,611 shares; 2026Q2: 19,222 shares 19,222 $755K 0.03% +10,611 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,659 shares; 2025Q4: 12,517 shares; 2026Q1: 14,613 shares; 2026Q2: 14,231 shares 14,231 $750K 0.03% -382 Timeline APOC 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 reported; 2024Q4: not reported; 2025Q1: 14,138 shares; 2025Q2: 16,134 shares; 2025Q3: 16,867 shares; 2025Q4: 10,939 shares; 2026Q1: 28,493 shares; 2026Q2: 28,464 shares 28,464 $748K 0.03% -29 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: 6,709 shares; 2024Q4: 9,494 shares; 2025Q1: 12,027 shares; 2025Q2: 8,582 shares; 2025Q3: 14,185 shares; 2025Q4: 14,558 shares; 2026Q1: 13,967 shares; 2026Q2: 9,036 shares 9,036 $747K 0.03% -4,931 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,727 shares; 2024Q4: 30,928 shares; 2025Q1: 28,742 shares; 2025Q2: 28,742 shares; 2025Q3: 28,743 shares; 2025Q4: 28,742 shares; 2026Q1: 28,742 shares; 2026Q2: 28,742 shares 28,742 $744K 0.03% 0 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: 8,640 shares; 2024Q4: 9,860 shares; 2025Q1: 11,840 shares; 2025Q2: 13,345 shares; 2025Q3: 16,360 shares; 2025Q4: 20,640 shares; 2026Q1: 23,960 shares; 2026Q2: 24,755 shares 24,755 $741K 0.03% +795 Timeline