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; 2024Q4: not reported; 2025Q1: 598,754 shares; 2025Q2: 643,338 shares; 2025Q3: 671,931 shares; 2025Q4: 691,471 shares; 2026Q1: 649,917 shares; 2026Q2: 604,853 shares; 2026Q3: 603,272 shares 603,272 $29.7M 8.55% -1,581 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,001 shares; 2025Q1: 36,604 shares; 2025Q2: 33,160 shares; 2025Q3: 33,951 shares; 2025Q4: 32,486 shares; 2026Q1: 30,855 shares; 2026Q2: 31,467 shares; 2026Q3: 31,186 shares 31,186 $24.1M 6.95% -281 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243,929 shares; 2026Q2: 251,696 shares; 2026Q3: 251,511 shares 251,511 $19.9M 5.74% -185 Timeline JIVE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,727 shares; 2025Q3: 108,336 shares; 2025Q4: 116,163 shares; 2026Q1: 144,432 shares; 2026Q2: 153,298 shares; 2026Q3: 158,151 shares 158,151 $15M 4.33% +4,853 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,205 shares; 2025Q1: 67,059 shares; 2025Q2: 72,174 shares; 2025Q3: 57,827 shares; 2025Q4: 57,562 shares; 2026Q1: 18,369 shares; 2026Q2: 54,664 shares; 2026Q3: 53,778 shares 53,778 $12.6M 3.62% -886 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; 2024Q4: 17,807 shares; 2025Q1: 17,698 shares; 2025Q2: 127,720 shares; 2025Q3: 135,994 shares; 2025Q4: 125,967 shares; 2026Q1: 119,780 shares; 2026Q2: 131,621 shares; 2026Q3: 140,871 shares 140,871 $11M 3.16% +9,250 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,636 shares; 2025Q1: 11,551 shares; 2025Q2: 18,097 shares; 2025Q3: 28,202 shares; 2025Q4: 25,223 shares; 2026Q1: 28,250 shares; 2026Q2: 28,528 shares; 2026Q3: 27,896 shares 27,896 $10.3M 2.98% -632 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,308 shares; 2025Q1: 20,636 shares; 2025Q2: 24,718 shares; 2025Q3: 38,146 shares; 2025Q4: 359,103 shares; 2026Q1: 369,761 shares; 2026Q2: 398,349 shares; 2026Q3: 408,457 shares 408,457 $10.3M 2.97% +10,108 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,119 shares; 2026Q1: 60,641 shares; 2026Q2: 63,778 shares; 2026Q3: 66,099 shares 66,099 $10M 2.88% +2,321 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,564 shares; 2025Q1: 24,406 shares; 2025Q2: 27,671 shares; 2025Q3: 28,480 shares; 2025Q4: 27,312 shares; 2026Q1: 24,942 shares; 2026Q2: 17,617 shares; 2026Q3: 16,690 shares 16,690 $9.83M 2.83% -927 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,861 shares; 2026Q1: 75,945 shares; 2026Q2: 50,513 shares; 2026Q3: 55,494 shares 55,494 $9.11M 2.63% +4,981 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,674 shares; 2025Q1: 25,453 shares; 2025Q2: 52,859 shares; 2025Q3: 47,186 shares; 2025Q4: 145,767 shares; 2026Q1: 142,563 shares; 2026Q2: 170,208 shares; 2026Q3: 211,009 shares 211,009 $8.81M 2.54% +40,801 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46,989 shares 46,989 $8.59M 2.48% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,819 shares; 2025Q1: 39,519 shares; 2025Q2: 77,533 shares; 2025Q3: 84,605 shares; 2025Q4: 108,478 shares; 2026Q1: 118,105 shares; 2026Q2: 89,149 shares; 2026Q3: 113,787 shares 113,787 $8.34M 2.4% +24,638 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 129,239 shares; 2025Q2: 135,312 shares; 2025Q3: 143,695 shares; 2025Q4: 148,801 shares; 2026Q1: 153,409 shares; 2026Q2: 159,757 shares; 2026Q3: 164,576 shares 164,576 $8.22M 2.37% +4,819 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235,145 shares; 2026Q3: 218,132 shares 218,132 $8.21M 2.37% -17,013 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,393 shares; 2026Q2: 42,155 shares; 2026Q3: 219,907 shares 219,907 $8.08M 2.33% +177,752 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; 2024Q4: 11,196 shares; 2025Q1: 9,888 shares; 2025Q2: 11,640 shares; 2025Q3: 12,980 shares; 2025Q4: 12,122 shares; 2026Q1: 12,384 shares; 2026Q2: 13,593 shares; 2026Q3: 14,849 shares 14,849 $7.46M 2.15% +1,256 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,413 shares; 2025Q1: 17,214 shares; 2025Q2: 16,976 shares; 2025Q3: 17,646 shares; 2025Q4: 18,289 shares; 2026Q1: 18,521 shares; 2026Q2: 20,261 shares; 2026Q3: 22,229 shares 22,229 $7.42M 2.14% +1,968 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; 2024Q4: 9,953 shares; 2025Q1: 9,499 shares; 2025Q2: 9,464 shares; 2025Q3: 9,509 shares; 2025Q4: 9,552 shares; 2026Q1: 9,354 shares; 2026Q2: 9,340 shares; 2026Q3: 9,740 shares 9,740 $7.3M 2.1% +400 Timeline PWV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 89,491 shares 89,491 $6.86M 1.98% new 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; 2024Q4: 5,175 shares; 2025Q1: 4,937 shares; 2025Q2: 6,049 shares; 2025Q3: 5,855 shares; 2025Q4: 5,252 shares; 2026Q1: 4,818 shares; 2026Q2: 4,285 shares; 2026Q3: 4,930 shares 4,930 $5.3M 1.53% +645 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 147,850 shares; 2026Q2: 100,885 shares; 2026Q3: 82,359 shares 82,359 $4.43M 1.28% -18,526 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156,713 shares; 2026Q2: 147,056 shares; 2026Q3: 140,613 shares 140,613 $3.42M 0.98% -6,443 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,256 shares; 2026Q2: 6,414 shares; 2026Q3: 11,152 shares 11,152 $3.04M 0.87% +4,738 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; 2024Q4: 788 shares; 2025Q1: 801 shares; 2025Q2: 802 shares; 2025Q3: 808 shares; 2025Q4: 814 shares; 2026Q1: 793 shares; 2026Q2: 1,665 shares; 2026Q3: 2,522 shares 2,522 $2.88M 0.83% +857 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,432 shares; 2025Q1: 12,432 shares; 2025Q2: 12,432 shares; 2025Q3: 12,432 shares; 2025Q4: 24,864 shares; 2026Q1: 24,864 shares; 2026Q2: 24,864 shares; 2026Q3: 24,864 shares 24,864 $2.51M 0.72% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,295 shares; 2025Q1: 24,426 shares; 2025Q2: 24,198 shares; 2025Q3: 24,055 shares; 2025Q4: 23,845 shares; 2026Q1: 23,907 shares; 2026Q2: 23,727 shares; 2026Q3: 23,241 shares 23,241 $2.28M 0.66% -486 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; 2024Q4: 44,086 shares; 2025Q1: 33,069 shares; 2025Q2: 35,318 shares; 2025Q3: 9,216 shares; 2025Q4: 9,722 shares; 2026Q1: 7,408 shares; 2026Q2: 7,468 shares; 2026Q3: 7,433 shares 7,433 $1.87M 0.54% -35 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; 2024Q4: 4,857 shares; 2025Q1: 19,808 shares; 2025Q2: 25,739 shares; 2025Q3: 26,760 shares; 2025Q4: 28,058 shares; 2026Q1: 28,917 shares; 2026Q2: 5,419 shares; 2026Q3: 5,469 shares 5,469 $1.82M 0.52% +50 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; 2024Q4: 30,960 shares; 2025Q1: 2,304 shares; 2025Q2: 4,315 shares; 2025Q3: 4,971 shares; 2025Q4: 3,964 shares; 2026Q1: 3,813 shares; 2026Q2: 2,772 shares; 2026Q3: 2,733 shares 2,733 $1.73M 0.5% -39 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,646 shares; 2025Q3: 8,505 shares; 2025Q4: 15,280 shares; 2026Q1: 15,123 shares; 2026Q2: 12,242 shares; 2026Q3: 11,720 shares 11,720 $1.69M 0.49% -522 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,218 shares; 2025Q3: 26,419 shares; 2025Q4: 53,559 shares; 2026Q1: 19,046 shares; 2026Q2: 11,245 shares; 2026Q3: 57,831 shares 57,831 $1.47M 0.42% +46,586 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,393 shares; 2025Q1: 29,300 shares; 2025Q2: 26,373 shares; 2025Q3: 27,049 shares; 2025Q4: 27,159 shares; 2026Q1: 29,105 shares; 2026Q2: 28,301 shares; 2026Q3: 27,096 shares 27,096 $1.47M 0.42% -1,205 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,113 shares; 2025Q1: 21,938 shares; 2025Q2: 21,411 shares; 2025Q3: 20,779 shares; 2025Q4: 20,355 shares; 2026Q1: 20,325 shares; 2026Q2: 20,128 shares; 2026Q3: 20,069 shares 20,069 $1.46M 0.42% -59 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,763 shares; 2025Q1: 27,170 shares; 2025Q2: 45,545 shares; 2025Q3: 44,926 shares; 2025Q4: 44,489 shares; 2026Q1: 40,267 shares; 2026Q2: 27,928 shares; 2026Q3: 28,448 shares 28,448 $1.43M 0.41% +520 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,487 shares; 2025Q1: 2,405 shares; 2025Q2: 2,451 shares; 2025Q3: 2,643 shares; 2025Q4: 2,600 shares; 2026Q1: 2,185 shares; 2026Q2: 2,480 shares; 2026Q3: 2,731 shares 2,731 $1.41M 0.41% +251 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,620 shares; 2025Q1: 14,762 shares; 2025Q2: 20,021 shares; 2025Q3: 20,021 shares; 2025Q4: 20,330 shares; 2026Q1: 21,294 shares; 2026Q2: 21,262 shares; 2026Q3: 21,272 shares 21,272 $1.36M 0.39% +10 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; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,350 shares; 2025Q3: 1,614 shares; 2025Q4: 1,615 shares; 2026Q1: 1,648 shares; 2026Q2: 1,732 shares; 2026Q3: 1,742 shares 1,742 $1.34M 0.39% +10 Timeline JBND 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; 2024Q4: 300,850 shares; 2025Q1: 23,320 shares; 2025Q2: 22,700 shares; 2025Q3: 27,643 shares; 2025Q4: 26,881 shares; 2026Q1: 24,054 shares; 2026Q2: 27,539 shares; 2026Q3: 25,373 shares 25,373 $1.29M 0.37% -2,166 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; 2024Q4: 676 shares; 2025Q1: 644 shares; 2025Q2: 3,466 shares; 2025Q3: 5,137 shares; 2025Q4: 5,467 shares; 2026Q1: 3,412 shares; 2026Q2: 3,335 shares; 2026Q3: 3,231 shares 3,231 $1.2M 0.35% -104 Timeline FSMB 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; 2024Q4: 36,100 shares; 2025Q1: 41,735 shares; 2025Q2: 50,772 shares; 2025Q3: 49,573 shares; 2025Q4: 55,326 shares; 2026Q1: 55,164 shares; 2026Q2: 54,126 shares; 2026Q3: 55,320 shares 55,320 $1.08M 0.31% +1,194 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; 2024Q4: 10,842 shares; 2025Q1: 10,842 shares; 2025Q2: 10,842 shares; 2025Q3: 11,484 shares; 2025Q4: 11,530 shares; 2026Q1: 11,530 shares; 2026Q2: 11,529 shares; 2026Q3: 11,335 shares 11,335 $1.07M 0.31% -194 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,742 shares; 2026Q2: 24,785 shares; 2026Q3: 58,763 shares 58,763 $1.01M 0.29% +33,978 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,376 shares; 2025Q1: 78,597 shares; 2025Q2: 81,721 shares; 2025Q3: 14,992 shares; 2025Q4: 17,447 shares; 2026Q1: 17,463 shares; 2026Q2: 17,077 shares; 2026Q3: 16,252 shares 16,252 $994K 0.29% -825 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; 2024Q4: 1,459 shares; 2025Q1: 1,484 shares; 2025Q2: 1,583 shares; 2025Q3: 1,103 shares; 2025Q4: 1,008 shares; 2026Q1: 934 shares; 2026Q2: 920 shares; 2026Q3: 3,650 shares 3,650 $986K 0.28% +2,730 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,491 shares; 2025Q1: 10,829 shares; 2025Q2: 10,782 shares; 2025Q3: 10,782 shares; 2025Q4: 10,582 shares; 2026Q1: 9,907 shares; 2026Q2: 9,808 shares; 2026Q3: 9,798 shares 9,798 $962K 0.28% -10 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,777 shares; 2026Q2: 7,000 shares; 2026Q3: 9,641 shares 9,641 $935K 0.27% +2,641 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,844 shares; 2025Q1: 31,289 shares; 2025Q2: 26,506 shares; 2025Q3: 28,130 shares; 2025Q4: 28,213 shares; 2026Q1: 25,574 shares; 2026Q2: 25,574 shares; 2026Q3: 25,556 shares 25,556 $887K 0.26% -18 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; 2024Q4: 3,713 shares; 2025Q1: 3,714 shares; 2025Q2: 3,736 shares; 2025Q3: 3,759 shares; 2025Q4: 3,750 shares; 2026Q1: 3,684 shares; 2026Q2: 3,685 shares; 2026Q3: 3,611 shares 3,611 $849K 0.24% -74 Timeline SPGP 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; 2024Q4: 11,268 shares; 2025Q1: 8,986 shares; 2025Q2: 8,226 shares; 2025Q3: 7,590 shares; 2025Q4: 7,290 shares; 2026Q1: 7,192 shares; 2026Q2: 7,193 shares; 2026Q3: 7,045 shares 7,045 $841K 0.24% -148 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,110 shares 5,110 $838K 0.24% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,103 shares; 2026Q2: 7,354 shares; 2026Q3: 11,221 shares 11,221 $824K 0.24% +3,867 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,499 shares; 2025Q1: 1,489 shares; 2025Q2: 1,376 shares; 2025Q3: 1,405 shares; 2025Q4: 1,437 shares; 2026Q1: 1,451 shares; 2026Q2: 2,557 shares; 2026Q3: 2,252 shares 2,252 $767K 0.22% -305 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,473 shares; 2025Q1: 15,473 shares; 2025Q2: 15,474 shares; 2025Q3: 15,495 shares; 2025Q4: 15,496 shares; 2026Q1: 15,363 shares; 2026Q2: 15,365 shares; 2026Q3: 15,365 shares 15,365 $765K 0.22% 0 Timeline HELO 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; 2024Q4: not reported; 2025Q1: 165,733 shares; 2025Q2: 139,224 shares; 2025Q3: 139,505 shares; 2025Q4: 129,688 shares; 2026Q1: 131,378 shares; 2026Q2: 10,599 shares; 2026Q3: 10,650 shares 10,650 $739K 0.21% +51 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,711 shares; 2026Q2: 14,420 shares; 2026Q3: 13,848 shares 13,848 $731K 0.21% -572 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,073 shares; 2025Q2: 28,212 shares; 2025Q3: 42,064 shares; 2025Q4: 45,583 shares; 2026Q1: 51,170 shares; 2026Q2: 51,523 shares; 2026Q3: 61,242 shares 61,242 $729K 0.21% +9,719 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; 2024Q4: 11,379 shares; 2025Q1: 12,155 shares; 2025Q2: 13,325 shares; 2025Q3: 13,959 shares; 2025Q4: 14,879 shares; 2026Q1: 15,389 shares; 2026Q2: 15,343 shares; 2026Q3: 14,967 shares 14,967 $726K 0.21% -376 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,116 shares; 2025Q1: 5,984 shares; 2025Q2: 5,984 shares; 2025Q3: 5,006 shares; 2025Q4: 5,006 shares; 2026Q1: 4,968 shares; 2026Q2: 4,968 shares; 2026Q3: 4,968 shares 4,968 $720K 0.21% 0 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; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,578 shares; 2025Q4: 1,610 shares; 2026Q1: 1,747 shares; 2026Q2: 2,064 shares; 2026Q3: 1,886 shares 1,886 $717K 0.21% -178 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,159 shares; 2026Q3: 10,076 shares 10,076 $716K 0.21% +3,917 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,374 shares; 2025Q4: not reported; 2026Q1: 1,335 shares; 2026Q2: 1,239 shares; 2026Q3: 1,637 shares 1,637 $714K 0.21% +398 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,734 shares; 2025Q2: 15,478 shares; 2025Q3: 19,737 shares; 2025Q4: 25,115 shares; 2026Q1: 27,529 shares; 2026Q2: 27,275 shares; 2026Q3: 27,562 shares 27,562 $706K 0.2% +287 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,237 shares; 2025Q1: 43,264 shares; 2025Q2: 71,509 shares; 2025Q3: 120,751 shares; 2025Q4: 109,539 shares; 2026Q1: 123,884 shares; 2026Q2: 124,920 shares; 2026Q3: 125,082 shares 125,082 $698K 0.2% +162 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; 2024Q4: not reported; 2025Q1: 12,829 shares; 2025Q2: 11,707 shares; 2025Q3: 7,427 shares; 2025Q4: 5,633 shares; 2026Q1: 6,349 shares; 2026Q2: 8,110 shares; 2026Q3: 8,961 shares 8,961 $693K 0.2% +851 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,428 shares; 2025Q1: 16,146 shares; 2025Q2: 12,326 shares; 2025Q3: 11,406 shares; 2025Q4: 13,288 shares; 2026Q1: 10,092 shares; 2026Q2: 16,168 shares; 2026Q3: 28,865 shares 28,865 $689K 0.2% +12,697 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,267 shares; 2025Q3: 5,446 shares; 2025Q4: 6,777 shares; 2026Q1: 5,903 shares; 2026Q2: 5,476 shares; 2026Q3: 6,068 shares 6,068 $681K 0.2% +592 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 2,497 shares; 2026Q1: 2,428 shares; 2026Q2: 2,431 shares; 2026Q3: 2,431 shares 2,431 $676K 0.19% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,381 shares; 2025Q1: 13,450 shares; 2025Q2: 13,286 shares; 2025Q3: 13,262 shares; 2025Q4: 13,189 shares; 2026Q1: 13,978 shares; 2026Q2: 18,808 shares; 2026Q3: 46,365 shares 46,365 $670K 0.19% +27,557 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,665 shares; 2025Q1: 6,679 shares; 2025Q2: 7,334 shares; 2025Q3: 7,174 shares; 2025Q4: 7,206 shares; 2026Q1: 7,274 shares; 2026Q2: 7,159 shares; 2026Q3: 6,935 shares 6,935 $656K 0.19% -224 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,198 shares; 2025Q1: 24,161 shares; 2025Q2: 25,078 shares; 2025Q3: 24,119 shares; 2025Q4: 23,523 shares; 2026Q1: 23,357 shares; 2026Q2: 22,882 shares; 2026Q3: 21,267 shares 21,267 $655K 0.19% -1,615 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; 2024Q4: 5,733 shares; 2025Q1: 9,981 shares; 2025Q2: 9,654 shares; 2025Q3: 9,857 shares; 2025Q4: 9,627 shares; 2026Q1: 9,701 shares; 2026Q2: 9,958 shares; 2026Q3: 9,657 shares 9,657 $650K 0.19% -301 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; 2024Q4: 16,132 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,825 shares; 2025Q4: 5,818 shares; 2026Q1: 6,430 shares; 2026Q2: 11,947 shares; 2026Q3: 12,844 shares 12,844 $648K 0.19% +897 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143,133 shares; 2026Q3: 12,386 shares 12,386 $638K 0.18% -130,747 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; 2024Q4: 17,406 shares; 2025Q1: 17,475 shares; 2025Q2: 13,937 shares; 2025Q3: 13,863 shares; 2025Q4: 13,053 shares; 2026Q1: 13,232 shares; 2026Q2: 12,859 shares; 2026Q3: 12,818 shares 12,818 $637K 0.18% -41 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,830 shares; 2026Q3: 18,607 shares 18,607 $637K 0.18% +3,777 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; 2024Q4: 1,746 shares; 2025Q1: 1,888 shares; 2025Q2: 1,822 shares; 2025Q3: 1,526 shares; 2025Q4: 1,406 shares; 2026Q1: 1,321 shares; 2026Q2: 1,322 shares; 2026Q3: 1,335 shares 1,335 $631K 0.18% +13 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; 2024Q4: 1,443 shares; 2025Q1: 1,735 shares; 2025Q2: 1,637 shares; 2025Q3: 1,424 shares; 2025Q4: 1,464 shares; 2026Q1: 1,941 shares; 2026Q2: 1,976 shares; 2026Q3: 2,036 shares 2,036 $629K 0.18% +60 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,441 shares; 2025Q1: 25,777 shares; 2025Q2: 18,806 shares; 2025Q3: 18,930 shares; 2025Q4: 18,106 shares; 2026Q1: 18,074 shares; 2026Q2: 17,894 shares; 2026Q3: 17,155 shares 17,155 $595K 0.17% -739 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,339 shares; 2025Q4: 13,437 shares; 2026Q1: 136,348 shares; 2026Q2: 13,047 shares; 2026Q3: 15,751 shares 15,751 $588K 0.17% +2,704 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 2,249 shares; 2025Q4: 1,729 shares; 2026Q1: not reported; 2026Q2: 3,476 shares; 2026Q3: 4,124 shares 4,124 $577K 0.17% +648 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; 2024Q4: 161,308 shares; 2025Q1: 10,865 shares; 2025Q2: 5,646 shares; 2025Q3: 10,596 shares; 2025Q4: 10,022 shares; 2026Q1: 9,870 shares; 2026Q2: 8,769 shares; 2026Q3: 8,425 shares 8,425 $569K 0.16% -344 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; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: 1,277 shares; 2025Q3: 1,248 shares; 2025Q4: 1,210 shares; 2026Q1: 1,118 shares; 2026Q2: 1,070 shares; 2026Q3: 1,019 shares 1,019 $550K 0.16% -51 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,944 shares; 2025Q1: 7,661 shares; 2025Q2: 7,326 shares; 2025Q3: 7,347 shares; 2025Q4: 7,133 shares; 2026Q1: 7,068 shares; 2026Q2: 6,968 shares; 2026Q3: 7,038 shares 7,038 $533K 0.15% +70 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; 2024Q4: 3,306 shares; 2025Q1: 3,270 shares; 2025Q2: 3,579 shares; 2025Q3: 3,595 shares; 2025Q4: 3,582 shares; 2026Q1: 5,571 shares; 2026Q2: 2,760 shares; 2026Q3: 2,774 shares 2,774 $524K 0.15% +14 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,283 shares; 2025Q3: 6,850 shares; 2025Q4: 7,349 shares; 2026Q1: 6,873 shares; 2026Q2: 6,873 shares; 2026Q3: 6,873 shares 6,873 $516K 0.15% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,533 shares; 2025Q3: 1,528 shares; 2025Q4: 1,508 shares; 2026Q1: 1,468 shares; 2026Q2: 1,430 shares; 2026Q3: 1,430 shares 1,430 $516K 0.15% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,752 shares; 2025Q1: 9,777 shares; 2025Q2: 9,777 shares; 2025Q3: 9,777 shares; 2025Q4: 9,777 shares; 2026Q1: 9,238 shares; 2026Q2: 9,238 shares; 2026Q3: 9,238 shares 9,238 $508K 0.15% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,185 shares; 2025Q3: 44,959 shares; 2025Q4: 45,492 shares; 2026Q1: 2,120 shares; 2026Q2: 2,884 shares; 2026Q3: 2,443 shares 2,443 $505K 0.15% -441 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,432 shares; 2025Q1: 9,034 shares; 2025Q2: 10,081 shares; 2025Q3: 9,746 shares; 2025Q4: 10,742 shares; 2026Q1: 11,688 shares; 2026Q2: 11,712 shares; 2026Q3: 11,101 shares 11,101 $496K 0.14% -611 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,359 shares; 2025Q1: 14,439 shares; 2025Q2: 14,840 shares; 2025Q3: 14,781 shares; 2025Q4: 14,626 shares; 2026Q1: 14,591 shares; 2026Q2: 14,591 shares; 2026Q3: 14,191 shares 14,191 $489K 0.14% -400 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,631 shares 2,631 $486K 0.14% new 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; 2024Q4: 11,672 shares; 2025Q1: 10,617 shares; 2025Q2: 10,873 shares; 2025Q3: 1,749 shares; 2025Q4: 1,299 shares; 2026Q1: 426 shares; 2026Q2: 662 shares; 2026Q3: 661 shares 661 $481K 0.14% -1 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,671 shares; 2025Q1: 6,772 shares; 2025Q2: 6,857 shares; 2025Q3: 6,816 shares; 2025Q4: 8,706 shares; 2026Q1: 8,706 shares; 2026Q2: 8,128 shares; 2026Q3: 7,611 shares 7,611 $481K 0.14% -517 Timeline JMST 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; 2024Q4: 11,323 shares; 2025Q1: 11,136 shares; 2025Q2: 10,981 shares; 2025Q3: 10,584 shares; 2025Q4: 10,285 shares; 2026Q1: 9,890 shares; 2026Q2: 9,690 shares; 2026Q3: 9,432 shares 9,432 $477K 0.14% -258 Timeline JAVA 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; 2024Q4: 167,826 shares; 2025Q1: 12,476 shares; 2025Q2: 6,214 shares; 2025Q3: 6,002 shares; 2025Q4: 5,641 shares; 2026Q1: 5,909 shares; 2026Q2: 5,774 shares; 2026Q3: 5,919 shares 5,919 $475K 0.14% +145 Timeline FOTO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,616 shares 23,616 $469K 0.13% new Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,634 shares; 2025Q1: 60,836 shares; 2025Q2: 62,480 shares; 2025Q3: 61,061 shares; 2025Q4: 43,570 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,572 shares 36,572 $459K 0.13% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,979 shares; 2025Q1: 13,086 shares; 2025Q2: 11,715 shares; 2025Q3: 9,063 shares; 2025Q4: 7,766 shares; 2026Q1: 9,768 shares; 2026Q2: 9,837 shares; 2026Q3: 8,663 shares 8,663 $435K 0.13% -1,174 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,420 shares; 2026Q1: 1,411 shares; 2026Q2: 1,286 shares; 2026Q3: 1,238 shares 1,238 $430K 0.12% -48 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,174 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: 1,132 shares; 2025Q4: 1,419 shares; 2026Q1: 1,131 shares; 2026Q2: 1,230 shares; 2026Q3: 1,241 shares 1,241 $426K 0.12% +11 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,317 shares; 2025Q1: 6,086 shares; 2025Q2: 6,224 shares; 2025Q3: 6,231 shares; 2025Q4: 6,173 shares; 2026Q1: 5,829 shares; 2026Q2: 5,863 shares; 2026Q3: 6,231 shares 6,231 $425K 0.12% +368 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,181 shares; 2025Q1: 6,786 shares; 2025Q2: 7,260 shares; 2025Q3: 7,245 shares; 2025Q4: 8,792 shares; 2026Q1: 10,062 shares; 2026Q2: 9,810 shares; 2026Q3: 9,931 shares 9,931 $422K 0.12% +121 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,793 shares; 2026Q2: 7,393 shares; 2026Q3: 8,531 shares 8,531 $419K 0.12% +1,138 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; 2024Q4: 4,728 shares; 2025Q1: 4,674 shares; 2025Q2: 5,812 shares; 2025Q3: 5,421 shares; 2025Q4: 5,492 shares; 2026Q1: 5,561 shares; 2026Q2: 4,853 shares; 2026Q3: 4,853 shares 4,853 $416K 0.12% 0 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; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 5,257 shares; 2026Q3: 5,157 shares 5,157 $410K 0.12% -100 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; 2024Q4: 90,925 shares; 2025Q1: 3,453 shares; 2025Q2: 3,074 shares; 2025Q3: 3,077 shares; 2025Q4: 3,712 shares; 2026Q1: 4,249 shares; 2026Q2: 4,495 shares; 2026Q3: 4,795 shares 4,795 $407K 0.12% +300 Timeline FWD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,017 shares 3,017 $406K 0.12% new 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; 2024Q4: 415 shares; 2025Q1: not reported; 2025Q2: 371 shares; 2025Q3: 376 shares; 2025Q4: 469 shares; 2026Q1: 497 shares; 2026Q2: 623 shares; 2026Q3: 574 shares 574 $406K 0.12% -49 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; 2024Q4: 1,457 shares; 2025Q1: 1,282 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares; 2026Q3: 1,240 shares 1,240 $387K 0.11% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,959 shares; 2025Q1: 4,099 shares; 2025Q2: 1,815 shares; 2025Q3: 2,008 shares; 2025Q4: 1,991 shares; 2026Q1: 1,992 shares; 2026Q2: 1,750 shares; 2026Q3: 1,826 shares 1,826 $383K 0.11% +76 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,015 shares; 2026Q1: 2,603 shares; 2026Q2: 3,323 shares; 2026Q3: 2,609 shares 2,609 $378K 0.11% -714 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,224 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,597 shares; 2025Q4: 1,618 shares; 2026Q1: 1,520 shares; 2026Q2: 1,619 shares; 2026Q3: 1,619 shares 1,619 $375K 0.11% 0 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; 2024Q4: 930 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,860 shares; 2026Q3: 1,860 shares 1,860 $372K 0.11% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 779 shares; 2026Q1: 804 shares; 2026Q2: 1,424 shares; 2026Q3: 1,020 shares 1,020 $362K 0.1% -404 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,180 shares; 2025Q4: 3,199 shares; 2026Q1: 3,522 shares; 2026Q2: 3,523 shares; 2026Q3: 3,508 shares 3,508 $356K 0.1% -15 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,628 shares; 2025Q1: 4,572 shares; 2025Q2: 4,527 shares; 2025Q3: 4,527 shares; 2025Q4: 4,442 shares; 2026Q1: 4,442 shares; 2026Q2: 4,392 shares; 2026Q3: 4,305 shares 4,305 $351K 0.1% -87 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,055 shares; 2025Q1: 107,166 shares; 2025Q2: 107,226 shares; 2025Q3: 111,028 shares; 2025Q4: 138,131 shares; 2026Q1: 3,247 shares; 2026Q2: 2,965 shares; 2026Q3: 3,033 shares 3,033 $350K 0.1% +68 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,400 shares; 2025Q1: 2,408 shares; 2025Q2: 2,414 shares; 2025Q3: 2,423 shares; 2025Q4: 2,424 shares; 2026Q1: 2,505 shares; 2026Q2: 2,422 shares; 2026Q3: 2,423 shares 2,423 $349K 0.1% +1 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,437 shares; 2025Q1: 6,565 shares; 2025Q2: 6,690 shares; 2025Q3: 6,544 shares; 2025Q4: 6,125 shares; 2026Q1: 6,079 shares; 2026Q2: 6,073 shares; 2026Q3: 5,992 shares 5,992 $348K 0.1% -81 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,589 shares; 2026Q2: 7,589 shares; 2026Q3: 7,589 shares 7,589 $341K 0.1% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,817 shares; 2026Q2: 2,801 shares; 2026Q3: 3,289 shares 3,289 $339K 0.1% +488 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,086 shares 9,086 $333K 0.1% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,324 shares 2,324 $331K 0.1% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,660 shares 12,660 $330K 0.1% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,737 shares; 2025Q1: 4,744 shares; 2025Q2: 4,744 shares; 2025Q3: 4,614 shares; 2025Q4: 4,609 shares; 2026Q1: 4,609 shares; 2026Q2: 4,431 shares; 2026Q3: 4,400 shares 4,400 $329K 0.09% -31 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; 2024Q4: 6,275 shares; 2025Q1: 7,154 shares; 2025Q2: 20,545 shares; 2025Q3: 21,642 shares; 2025Q4: 10,550 shares; 2026Q1: 9,289 shares; 2026Q2: 8,571 shares; 2026Q3: 6,823 shares 6,823 $326K 0.09% -1,748 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; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,074 shares; 2025Q3: 1,073 shares; 2025Q4: 1,024 shares; 2026Q1: 805 shares; 2026Q2: 718 shares; 2026Q3: 515 shares 515 $325K 0.09% -203 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,433 shares 3,433 $324K 0.09% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,962 shares; 2025Q1: 2,990 shares; 2025Q2: 2,949 shares; 2025Q3: 2,976 shares; 2025Q4: 3,037 shares; 2026Q1: 2,948 shares; 2026Q2: 3,593 shares; 2026Q3: 3,081 shares 3,081 $321K 0.09% -512 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,806 shares 26,806 $320K 0.09% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,760 shares; 2025Q1: 165,837 shares; 2025Q2: 138,618 shares; 2025Q3: 141,617 shares; 2025Q4: 5,536 shares; 2026Q1: 4,429 shares; 2026Q2: 4,443 shares; 2026Q3: 4,343 shares 4,343 $319K 0.09% -100 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,924 shares; 2025Q1: 6,733 shares; 2025Q2: 5,813 shares; 2025Q3: 5,814 shares; 2025Q4: 4,125 shares; 2026Q1: 4,126 shares; 2026Q2: 4,127 shares; 2026Q3: 4,128 shares 4,128 $318K 0.09% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,964 shares 1,964 $312K 0.09% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,416 shares; 2026Q3: 4,898 shares 4,898 $308K 0.09% -518 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,211 shares; 2025Q1: 4,908 shares; 2025Q2: 3,977 shares; 2025Q3: 3,685 shares; 2025Q4: 3,708 shares; 2026Q1: 3,564 shares; 2026Q2: 3,517 shares; 2026Q3: 3,756 shares 3,756 $304K 0.09% +239 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 327 shares 327 $301K 0.09% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,410 shares; 2025Q1: 3,808 shares; 2025Q2: 3,844 shares; 2025Q3: 3,551 shares; 2025Q4: 3,514 shares; 2026Q1: 2,947 shares; 2026Q2: 3,228 shares; 2026Q3: 3,444 shares 3,444 $298K 0.09% +216 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,611 shares; 2025Q1: 3,091 shares; 2025Q2: 3,274 shares; 2025Q3: 3,454 shares; 2025Q4: 3,412 shares; 2026Q1: 3,142 shares; 2026Q2: 2,420 shares; 2026Q3: 2,101 shares 2,101 $291K 0.08% -319 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,587 shares; 2025Q4: 13,663 shares; 2026Q1: 13,560 shares; 2026Q2: 8,331 shares; 2026Q3: 6,940 shares 6,940 $276K 0.08% -1,391 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,822 shares; 2025Q1: 4,807 shares; 2025Q2: 4,444 shares; 2025Q3: 4,441 shares; 2025Q4: 4,498 shares; 2026Q1: 4,469 shares; 2026Q2: 4,475 shares; 2026Q3: 4,363 shares 4,363 $276K 0.08% -112 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,763 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares; 2026Q3: 1,764 shares 1,764 $276K 0.08% -2 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 5,439 shares; 2025Q4: 5,812 shares; 2026Q1: 6,075 shares; 2026Q2: 5,958 shares; 2026Q3: 5,958 shares 5,958 $270K 0.08% 0 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,708 shares; 2026Q2: 8,713 shares; 2026Q3: 9,405 shares 9,405 $268K 0.08% +692 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,305 shares; 2025Q1: 2,800 shares; 2025Q2: 2,790 shares; 2025Q3: 2,783 shares; 2025Q4: 2,653 shares; 2026Q1: 2,744 shares; 2026Q2: 2,679 shares; 2026Q3: 2,632 shares 2,632 $268K 0.08% -47 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,850 shares; 2026Q2: 10,856 shares; 2026Q3: 10,862 shares 10,862 $267K 0.08% +6 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,287 shares 3,287 $267K 0.08% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,432 shares; 2025Q1: 678 shares; 2025Q2: 590 shares; 2025Q3: 584 shares; 2025Q4: 542 shares; 2026Q1: 502 shares; 2026Q2: 491 shares; 2026Q3: 480 shares 480 $261K 0.08% -11 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,280 shares; 2025Q4: 10,632 shares; 2026Q1: 10,592 shares; 2026Q2: 9,335 shares; 2026Q3: 8,827 shares 8,827 $261K 0.08% -508 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; 2024Q4: 1,857 shares; 2025Q1: 1,933 shares; 2025Q2: 2,121 shares; 2025Q3: 1,719 shares; 2025Q4: 1,741 shares; 2026Q1: 1,640 shares; 2026Q2: 1,777 shares; 2026Q3: 1,769 shares 1,769 $256K 0.07% -8 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,212 shares; 2025Q1: 4,741 shares; 2025Q2: 4,968 shares; 2025Q3: 5,319 shares; 2025Q4: 5,153 shares; 2026Q1: 2,035 shares; 2026Q2: 2,045 shares; 2026Q3: 1,969 shares 1,969 $253K 0.07% -76 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares; 2026Q3: 925 shares 925 $253K 0.07% -225 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,504 shares; 2026Q3: 1,504 shares 1,504 $249K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares; 2026Q2: 875 shares; 2026Q3: 878 shares 878 $247K 0.07% +3 Timeline JVAL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,455 shares; 2025Q4: 4,318 shares; 2026Q1: 4,288 shares; 2026Q2: 4,290 shares; 2026Q3: 4,180 shares 4,180 $245K 0.07% -110 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,392 shares; 2025Q2: 5,246 shares; 2025Q3: 5,250 shares; 2025Q4: 4,876 shares; 2026Q1: 4,889 shares; 2026Q2: 5,016 shares; 2026Q3: 5,462 shares 5,462 $245K 0.07% +446 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,702 shares; 2025Q4: 6,720 shares; 2026Q1: 6,359 shares; 2026Q2: 6,359 shares; 2026Q3: 6,499 shares 6,499 $240K 0.07% +140 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,607 shares 6,607 $231K 0.07% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,102 shares; 2025Q1: 6,102 shares; 2025Q2: 6,000 shares; 2025Q3: 6,007 shares; 2025Q4: 5,939 shares; 2026Q1: 5,267 shares; 2026Q2: 5,154 shares; 2026Q3: 4,931 shares 4,931 $229K 0.07% -223 Timeline FDN 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; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: not reported; 2026Q2: 763 shares; 2026Q3: 763 shares 763 $223K 0.06% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,061 shares; 2025Q4: 2,066 shares; 2026Q1: not reported; 2026Q2: 2,066 shares; 2026Q3: 2,066 shares 2,066 $219K 0.06% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,228 shares 9,228 $219K 0.06% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,600 shares 1,600 $219K 0.06% -200 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,196 shares; 2025Q4: not reported; 2026Q1: 17,384 shares; 2026Q2: 22,439 shares; 2026Q3: 5,621 shares 5,621 $215K 0.06% -16,818 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,351 shares; 2026Q3: 5,351 shares 5,351 $214K 0.06% 0 Timeline PTH 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,545 shares; 2026Q3: 3,545 shares 3,545 $213K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,951 shares; 2026Q3: 2,951 shares 2,951 $210K 0.06% 0 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,307 shares; 2025Q1: 4,456 shares; 2025Q2: 3,997 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,105 shares; 2026Q3: 3,097 shares 3,097 $209K 0.06% -8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 831 shares; 2026Q3: 673 shares 673 $208K 0.06% -158 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,082 shares; 2026Q3: 3,108 shares 3,108 $206K 0.06% +26 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,187 shares 10,187 $205K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares; 2026Q2: not reported; 2026Q3: 4,398 shares 4,398 $202K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,318 shares; 2025Q4: 1,298 shares; 2026Q1: 1,288 shares; 2026Q2: 1,288 shares; 2026Q3: 1,288 shares 1,288 $201K 0.06% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,311 shares; 2026Q1: not reported; 2026Q2: 36,232 shares; 2026Q3: 12,326 shares 12,326 $194K 0.06% -23,906 Timeline SLNH SOLUNA HOLDINGS INC More: the full row for SOLUNA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,290 shares; 2026Q3: 18,415 shares 18,415 $19.7K 0.01% +125 Timeline