ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,146 shares; 2024Q4: 194,106 shares; 2025Q1: 239,995 shares; 2025Q2: 115,877 shares; 2025Q3: 115,242 shares; 2025Q4: 112,499 shares; 2026Q1: 125,569 shares; 2026Q2: 220,096 shares 220,096 $36.2M 7.64% +94,527 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: not reported; 2026Q1: not reported; 2026Q2: 329,425 shares 329,425 $25.4M 5.38% new 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: 28,029 shares; 2024Q4: 28,248 shares; 2025Q1: 27,796 shares; 2025Q2: 27,405 shares; 2025Q3: 27,390 shares; 2025Q4: 27,221 shares; 2026Q1: 26,765 shares; 2026Q2: 26,331 shares 26,331 $19.7M 4.17% -434 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: 22,119 shares; 2024Q4: 22,365 shares; 2025Q1: 22,531 shares; 2025Q2: 25,597 shares; 2025Q3: 24,346 shares; 2025Q4: 24,002 shares; 2026Q1: 23,646 shares; 2026Q2: 23,222 shares 23,222 $17.1M 3.62% -424 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: 167,505 shares; 2024Q4: 177,408 shares; 2025Q1: 188,010 shares; 2025Q2: 198,272 shares; 2025Q3: 231,992 shares; 2025Q4: 232,755 shares; 2026Q1: 217,879 shares; 2026Q2: 224,827 shares 224,827 $15.3M 3.23% +6,948 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: 27,975 shares; 2024Q4: 27,729 shares; 2025Q1: 29,454 shares; 2025Q2: 28,705 shares; 2025Q3: 27,859 shares; 2025Q4: 27,473 shares; 2026Q1: 28,280 shares; 2026Q2: 120,216 shares 120,216 $14.9M 3.16% +91,936 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; 2024Q3: 87,274 shares; 2024Q4: 94,821 shares; 2025Q1: 135,471 shares; 2025Q2: 149,549 shares; 2025Q3: 157,291 shares; 2025Q4: 210,296 shares; 2026Q1: 208,721 shares; 2026Q2: 174,732 shares 174,732 $13.9M 2.93% -33,989 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: 313,306 shares; 2026Q2: 337,387 shares 337,387 $12.3M 2.61% +24,081 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: 4,115 shares; 2024Q4: 4,700 shares; 2025Q1: 4,701 shares; 2025Q2: 4,801 shares; 2025Q3: 4,927 shares; 2025Q4: 4,930 shares; 2026Q1: 4,909 shares; 2026Q2: 8,946 shares 8,946 $10.7M 2.27% +4,037 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; 2024Q3: 106,722 shares; 2024Q4: 112,803 shares; 2025Q1: 82,781 shares; 2025Q2: 84,831 shares; 2025Q3: 86,892 shares; 2025Q4: 86,139 shares; 2026Q1: 88,444 shares; 2026Q2: 91,367 shares 91,367 $8.53M 1.8% +2,923 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: 107,199 shares; 2024Q4: 120,773 shares; 2025Q1: 116,745 shares; 2025Q2: 123,313 shares; 2025Q3: 124,264 shares; 2025Q4: 121,753 shares; 2026Q1: 138,020 shares; 2026Q2: 147,834 shares 147,834 $7.59M 1.61% +9,814 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: 11,801 shares; 2024Q4: 11,355 shares; 2025Q1: 10,991 shares; 2025Q2: 10,785 shares; 2025Q3: 10,768 shares; 2025Q4: 10,791 shares; 2026Q1: 10,889 shares; 2026Q2: 10,886 shares 10,886 $7.48M 1.58% -3 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: 15,755 shares; 2024Q4: 15,759 shares; 2025Q1: 15,662 shares; 2025Q2: 15,573 shares; 2025Q3: 15,577 shares; 2025Q4: 15,582 shares; 2026Q1: 269,727 shares; 2026Q2: 315,310 shares 315,310 $7.18M 1.52% +45,583 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: 3,770 shares; 2024Q4: 16,444 shares; 2025Q1: 16,994 shares; 2025Q2: 17,259 shares; 2025Q3: 17,703 shares; 2025Q4: 25,663 shares; 2026Q1: 26,214 shares; 2026Q2: 20,205 shares 20,205 $6.93M 1.46% -6,009 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: 40,869 shares; 2024Q4: 41,421 shares; 2025Q1: 42,483 shares; 2025Q2: 42,979 shares; 2025Q3: 43,487 shares; 2025Q4: 45,793 shares; 2026Q1: 47,817 shares; 2026Q2: 49,996 shares 49,996 $6.84M 1.45% +2,179 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249,054 shares 249,054 $6.6M 1.4% new Timeline PJAN 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: 87,599 shares; 2024Q4: 87,599 shares; 2025Q1: 121,122 shares; 2025Q2: 122,471 shares; 2025Q3: 122,471 shares; 2025Q4: 122,471 shares; 2026Q1: 122,471 shares; 2026Q2: 121,396 shares 121,396 $6.01M 1.27% -1,075 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: 36,715 shares; 2024Q4: 38,789 shares; 2025Q1: 46,153 shares; 2025Q2: 102,404 shares; 2025Q3: 115,684 shares; 2025Q4: 172,108 shares; 2026Q1: 110,347 shares; 2026Q2: 70,710 shares 70,710 $5.86M 1.24% -39,637 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,043 shares; 2024Q4: 4,335 shares; 2025Q1: 51,103 shares; 2025Q2: 59,338 shares; 2025Q3: 65,526 shares; 2025Q4: 60,301 shares; 2026Q1: 61,488 shares; 2026Q2: 57,319 shares 57,319 $5.75M 1.22% -4,169 Timeline TAXX 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: 63,336 shares; 2024Q4: 68,177 shares; 2025Q1: 87,170 shares; 2025Q2: 93,655 shares; 2025Q3: 98,507 shares; 2025Q4: 101,105 shares; 2026Q1: 107,931 shares; 2026Q2: 112,514 shares 112,514 $5.71M 1.21% +4,583 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: 24,228 shares; 2024Q4: 25,268 shares; 2025Q1: 25,930 shares; 2025Q2: 26,433 shares; 2025Q3: 25,896 shares; 2025Q4: 26,257 shares; 2026Q1: 27,094 shares; 2026Q2: 31,288 shares 31,288 $5.66M 1.2% +4,194 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: 77,867 shares; 2024Q4: 81,155 shares; 2025Q1: 84,103 shares; 2025Q2: 87,206 shares; 2025Q3: 88,657 shares; 2025Q4: 54,070 shares; 2026Q1: 53,660 shares; 2026Q2: 25,332 shares 25,332 $5.56M 1.18% -28,328 Timeline THRO 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: 11,113 shares; 2025Q2: 140,101 shares; 2025Q3: 145,202 shares; 2025Q4: 145,168 shares; 2026Q1: 150,235 shares; 2026Q2: 116,595 shares 116,595 $5.03M 1.06% -33,640 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,460 shares; 2026Q2: 49,861 shares 49,861 $5.02M 1.06% +33,401 Timeline BLCR 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: 115,498 shares; 2026Q2: 99,030 shares 99,030 $4.99M 1.05% -16,468 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,686 shares; 2025Q3: 96,048 shares; 2025Q4: 98,621 shares; 2026Q1: 103,089 shares; 2026Q2: 102,741 shares 102,741 $4.98M 1.05% -348 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY 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: 46,965 shares; 2025Q4: 62,030 shares; 2026Q1: 80,661 shares; 2026Q2: 85,754 shares 85,754 $4.95M 1.05% +5,093 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: 28,792 shares; 2024Q4: 39,269 shares; 2025Q1: 59,556 shares; 2025Q2: 79,895 shares; 2025Q3: 80,009 shares; 2025Q4: 80,294 shares; 2026Q1: 91,489 shares; 2026Q2: 96,216 shares 96,216 $4.87M 1.03% +4,727 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: 121,070 shares; 2024Q4: 121,070 shares; 2025Q1: 126,111 shares; 2025Q2: 125,925 shares; 2025Q3: 124,426 shares; 2025Q4: 124,426 shares; 2026Q1: 124,426 shares; 2026Q2: 124,426 shares 124,426 $4.81M 1.02% 0 Timeline IDEF 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: 127,580 shares; 2026Q2: 148,236 shares 148,236 $4.71M 1% +20,656 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: 43,017 shares; 2024Q4: 48,448 shares; 2025Q1: 42,419 shares; 2025Q2: 38,629 shares; 2025Q3: 43,304 shares; 2025Q4: 43,212 shares; 2026Q1: 41,932 shares; 2026Q2: 40,894 shares 40,894 $4.4M 0.93% -1,038 Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,364 shares; 2024Q4: 135,979 shares; 2025Q1: 147,626 shares; 2025Q2: 139,070 shares; 2025Q3: 136,183 shares; 2025Q4: 241,532 shares; 2026Q1: 251,440 shares; 2026Q2: 263,157 shares 263,157 $4.39M 0.93% +11,717 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC 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: 52,297 shares 52,297 $4.11M 0.87% new Timeline FIXD 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: 68,936 shares; 2024Q4: 71,285 shares; 2025Q1: 73,950 shares; 2025Q2: 75,570 shares; 2025Q3: 79,682 shares; 2025Q4: 81,277 shares; 2026Q1: 88,165 shares; 2026Q2: 92,775 shares 92,775 $4.05M 0.86% +4,610 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: 6,312 shares; 2024Q4: 6,492 shares; 2025Q1: 6,611 shares; 2025Q2: 6,693 shares; 2025Q3: 7,020 shares; 2025Q4: 7,265 shares; 2026Q1: 7,398 shares; 2026Q2: 7,750 shares 7,750 $3.95M 0.83% +352 Timeline TXXI 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: 57,647 shares; 2025Q2: 62,875 shares; 2025Q3: 64,252 shares; 2025Q4: 67,465 shares; 2026Q1: 75,493 shares; 2026Q2: 76,822 shares 76,822 $3.91M 0.83% +1,329 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,576 shares; 2024Q4: 232,744 shares; 2025Q1: 212,293 shares; 2025Q2: 112,309 shares; 2025Q3: 60,900 shares; 2025Q4: 69,027 shares; 2026Q1: 67,560 shares; 2026Q2: 82,867 shares 82,867 $3.89M 0.82% +15,307 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: 18,841 shares; 2024Q4: 18,564 shares; 2025Q1: 18,491 shares; 2025Q2: 19,070 shares; 2025Q3: 19,382 shares; 2025Q4: 19,334 shares; 2026Q1: 19,143 shares; 2026Q2: 13,412 shares 13,412 $3.88M 0.82% -5,731 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,595 shares; 2024Q4: 199,958 shares; 2025Q1: 213,953 shares; 2025Q2: 221,264 shares; 2025Q3: 222,942 shares; 2025Q4: 235,292 shares; 2026Q1: 368,763 shares; 2026Q2: 399,445 shares 399,445 $3.87M 0.82% +30,682 Timeline BINC 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: 78,866 shares; 2024Q4: 94,514 shares; 2025Q1: 99,739 shares; 2025Q2: 98,144 shares; 2025Q3: 106,359 shares; 2025Q4: 109,568 shares; 2026Q1: 71,809 shares; 2026Q2: 73,294 shares 73,294 $3.84M 0.81% +1,485 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: 15,402 shares; 2024Q4: 15,342 shares; 2025Q1: 14,474 shares; 2025Q2: 13,510 shares; 2025Q3: 13,379 shares; 2025Q4: 13,117 shares; 2026Q1: 12,667 shares; 2026Q2: 45,911 shares 45,911 $3.7M 0.78% +33,244 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,252 shares; 2024Q4: 637,654 shares; 2025Q1: 666,726 shares; 2025Q2: 692,934 shares; 2025Q3: 705,462 shares; 2025Q4: 491,358 shares; 2026Q1: 428,656 shares; 2026Q2: 435,204 shares 435,204 $3.69M 0.78% +6,548 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: 20,415 shares; 2024Q4: 17,881 shares; 2025Q1: 18,325 shares; 2025Q2: 18,250 shares; 2025Q3: 15,773 shares; 2025Q4: 11,594 shares; 2026Q1: 10,772 shares; 2026Q2: 11,058 shares 11,058 $3.62M 0.77% +286 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: 17,636 shares; 2024Q4: 17,992 shares; 2025Q1: 19,218 shares; 2025Q2: 19,320 shares; 2025Q3: 19,153 shares; 2025Q4: 18,263 shares; 2026Q1: 17,960 shares; 2026Q2: 18,046 shares 18,046 $3.61M 0.76% +86 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,563 shares; 2024Q4: 56,743 shares; 2025Q1: 60,014 shares; 2025Q2: 61,919 shares; 2025Q3: 65,669 shares; 2025Q4: 67,332 shares; 2026Q1: 71,761 shares; 2026Q2: 140,509 shares 140,509 $3.55M 0.75% +68,748 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,702 shares; 2025Q3: 99,482 shares; 2025Q4: 67,475 shares; 2026Q1: 63,977 shares; 2026Q2: 48,689 shares 48,689 $3.47M 0.73% -15,288 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: 3,715 shares; 2024Q4: 3,858 shares; 2025Q1: 3,996 shares; 2025Q2: 6,355 shares; 2025Q3: 6,514 shares; 2025Q4: 6,802 shares; 2026Q1: 7,549 shares; 2026Q2: 8,027 shares 8,027 $3.34M 0.71% +478 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: 45,804 shares; 2024Q4: 94,664 shares; 2025Q1: 98,362 shares; 2025Q2: 100,182 shares; 2025Q3: 106,544 shares; 2025Q4: 108,460 shares; 2026Q1: 118,297 shares; 2026Q2: 124,444 shares 124,444 $3.3M 0.7% +6,147 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,001 shares; 2025Q1: 9,147 shares; 2025Q2: 9,838 shares; 2025Q3: 10,320 shares; 2025Q4: 10,534 shares; 2026Q1: 11,126 shares; 2026Q2: 11,466 shares 11,466 $3.21M 0.68% +340 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,253 shares; 2024Q4: 23,401 shares; 2025Q1: 26,595 shares; 2025Q2: 27,263 shares; 2025Q3: 28,020 shares; 2025Q4: 28,279 shares; 2026Q1: 29,541 shares; 2026Q2: 30,612 shares 30,612 $3.17M 0.67% +1,071 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,420 shares 72,420 $2.99M 0.63% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,696 shares; 2024Q4: 8,975 shares; 2025Q1: 9,398 shares; 2025Q2: 9,503 shares; 2025Q3: 10,087 shares; 2025Q4: 8,170 shares; 2026Q1: 8,483 shares; 2026Q2: 12,343 shares 12,343 $2.91M 0.62% +3,860 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: 64,665 shares; 2024Q4: 64,599 shares; 2025Q1: 61,857 shares; 2025Q2: 59,530 shares; 2025Q3: 53,308 shares; 2025Q4: 52,418 shares; 2026Q1: 51,849 shares; 2026Q2: 49,848 shares 49,848 $2.87M 0.61% -2,001 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,597 shares; 2024Q4: 83,862 shares; 2025Q1: 87,012 shares; 2025Q2: 88,644 shares; 2025Q3: 50,232 shares; 2025Q4: 50,574 shares; 2026Q1: 53,825 shares; 2026Q2: 56,372 shares 56,372 $2.72M 0.58% +2,547 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,877 shares; 2024Q4: 10,016 shares; 2025Q1: 9,976 shares; 2025Q2: 10,086 shares; 2025Q3: 10,631 shares; 2025Q4: 10,803 shares; 2026Q1: 11,354 shares; 2026Q2: 11,889 shares 11,889 $2.66M 0.56% +535 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: 44,762 shares; 2024Q4: 47,077 shares; 2025Q1: 49,860 shares; 2025Q2: 52,492 shares; 2025Q3: 55,198 shares; 2025Q4: 56,746 shares; 2026Q1: 59,285 shares; 2026Q2: 62,630 shares 62,630 $2.65M 0.56% +3,345 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,380 shares; 2024Q4: 6,009 shares; 2025Q1: 6,363 shares; 2025Q2: 6,478 shares; 2025Q3: 6,659 shares; 2025Q4: 6,883 shares; 2026Q1: 7,143 shares; 2026Q2: 5,297 shares 5,297 $2.65M 0.56% -1,846 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,992 shares 10,992 $2.53M 0.53% new Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,341 shares; 2024Q4: 262,358 shares; 2025Q1: 234,827 shares; 2025Q2: 235,515 shares; 2025Q3: 241,903 shares; 2025Q4: 254,918 shares; 2026Q1: 269,371 shares; 2026Q2: 245,589 shares 245,589 $2.38M 0.5% -23,782 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,373 shares; 2025Q1: 50,963 shares; 2025Q2: 53,127 shares; 2025Q3: 71,651 shares; 2025Q4: 70,338 shares; 2026Q1: 27,086 shares; 2026Q2: 30,166 shares 30,166 $2.28M 0.48% +3,080 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,156 shares; 2025Q3: 8,056 shares; 2025Q4: 8,031 shares; 2026Q1: 7,777 shares; 2026Q2: 7,776 shares 7,776 $2.09M 0.44% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,746 shares; 2026Q1: 13,647 shares; 2026Q2: 14,503 shares 14,503 $1.83M 0.39% +856 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: 16,825 shares; 2024Q4: 16,327 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,282 shares; 2026Q2: 77,378 shares 77,378 $1.82M 0.38% +39,096 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,555 shares; 2025Q3: 9,491 shares; 2025Q4: 9,605 shares; 2026Q1: 9,944 shares; 2026Q2: 10,247 shares 10,247 $1.81M 0.38% +303 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,493 shares; 2024Q4: 37,855 shares; 2025Q1: 38,940 shares; 2025Q2: 28,531 shares; 2025Q3: 29,718 shares; 2025Q4: 30,229 shares; 2026Q1: 30,440 shares; 2026Q2: 32,108 shares 32,108 $1.78M 0.38% +1,668 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: 30,933 shares; 2024Q4: 91,999 shares; 2025Q1: 83,441 shares; 2025Q2: 64,434 shares; 2025Q3: 68,765 shares; 2025Q4: 61,252 shares; 2026Q1: 60,057 shares; 2026Q2: 55,332 shares 55,332 $1.75M 0.37% -4,725 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,163 shares; 2026Q2: 35,358 shares 35,358 $1.62M 0.34% +29,195 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: 2,700 shares; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,941 shares; 2025Q3: 4,258 shares; 2025Q4: 4,259 shares; 2026Q1: 4,280 shares; 2026Q2: 4,463 shares 4,463 $1.6M 0.34% +183 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: 14,172 shares; 2024Q4: 42,818 shares; 2025Q1: 45,500 shares; 2025Q2: 45,908 shares; 2025Q3: 46,059 shares; 2025Q4: 47,323 shares; 2026Q1: 46,051 shares; 2026Q2: 44,790 shares 44,790 $1.56M 0.33% -1,261 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: 4,111 shares; 2024Q4: 4,512 shares; 2025Q1: 4,475 shares; 2025Q2: 5,005 shares; 2025Q3: 6,562 shares; 2025Q4: 6,563 shares; 2026Q1: 6,121 shares; 2026Q2: 6,522 shares 6,522 $1.55M 0.33% +401 Timeline PSEP 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: 46,068 shares; 2024Q4: 33,610 shares; 2025Q1: 33,610 shares; 2025Q2: 33,480 shares; 2025Q3: 33,480 shares; 2025Q4: 33,480 shares; 2026Q1: 33,480 shares; 2026Q2: 33,480 shares 33,480 $1.54M 0.33% 0 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; 2024Q3: 100,908 shares; 2024Q4: 98,826 shares; 2025Q1: 89,002 shares; 2025Q2: 83,250 shares; 2025Q3: 76,193 shares; 2025Q4: 73,666 shares; 2026Q1: 74,412 shares; 2026Q2: 29,527 shares 29,527 $1.51M 0.32% -44,885 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: 18,879 shares; 2024Q4: 19,033 shares; 2025Q1: 18,767 shares; 2025Q2: 18,815 shares; 2025Q3: 18,857 shares; 2025Q4: 16,979 shares; 2026Q1: 15,592 shares; 2026Q2: 14,542 shares 14,542 $1.4M 0.3% -1,050 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,218 shares; 2026Q1: 54,398 shares; 2026Q2: 57,029 shares 57,029 $1.37M 0.29% +2,631 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,663 shares; 2024Q4: 31,776 shares; 2025Q1: 31,776 shares; 2025Q2: 31,776 shares; 2025Q3: 29,776 shares; 2025Q4: 29,776 shares; 2026Q1: 29,776 shares; 2026Q2: 29,776 shares 29,776 $1.36M 0.29% 0 Timeline MAYW 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: 39,329 shares; 2024Q4: 38,018 shares; 2025Q1: 38,018 shares; 2025Q2: 38,018 shares; 2025Q3: 38,018 shares; 2025Q4: 38,018 shares; 2026Q1: 38,018 shares; 2026Q2: 38,018 shares 38,018 $1.32M 0.28% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,901 shares; 2024Q4: 34,774 shares; 2025Q1: 34,774 shares; 2025Q2: 34,774 shares; 2025Q3: 31,982 shares; 2025Q4: 31,982 shares; 2026Q1: 31,982 shares; 2026Q2: 31,982 shares 31,982 $1.32M 0.28% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,432 shares; 2024Q4: 8,259 shares; 2025Q1: 8,422 shares; 2025Q2: 8,456 shares; 2025Q3: 8,790 shares; 2025Q4: 9,064 shares; 2026Q1: 9,548 shares; 2026Q2: 9,993 shares 9,993 $1.31M 0.28% +445 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,368 shares; 2024Q4: 12,255 shares; 2025Q1: 12,950 shares; 2025Q2: 17,360 shares; 2025Q3: 18,186 shares; 2025Q4: 14,189 shares; 2026Q1: 15,504 shares; 2026Q2: 16,088 shares 16,088 $1.29M 0.27% +584 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: 16,939 shares; 2024Q4: 13,985 shares; 2025Q1: 14,851 shares; 2025Q2: 15,010 shares; 2025Q3: 15,784 shares; 2025Q4: 15,684 shares; 2026Q1: 17,196 shares; 2026Q2: 17,048 shares 17,048 $1.25M 0.26% -148 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,586 shares; 2024Q4: 27,891 shares; 2025Q1: 29,853 shares; 2025Q2: 28,684 shares; 2025Q3: 29,712 shares; 2025Q4: 31,202 shares; 2026Q1: 30,954 shares; 2026Q2: 23,609 shares 23,609 $1.19M 0.25% -7,345 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD 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: 243,842 shares 243,842 $1.19M 0.25% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 5,693 shares; 2025Q1: 5,635 shares; 2025Q2: 5,320 shares; 2025Q3: 5,267 shares; 2025Q4: 5,271 shares; 2026Q1: 5,274 shares; 2026Q2: 4,101 shares 4,101 $1.19M 0.25% -1,173 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: 2,252 shares; 2024Q4: 4,131 shares; 2025Q1: 4,276 shares; 2025Q2: 5,509 shares; 2025Q3: 5,512 shares; 2025Q4: 5,291 shares; 2026Q1: 5,571 shares; 2026Q2: 8,572 shares 8,572 $1.18M 0.25% +3,001 Timeline BJUL 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: 21,452 shares; 2024Q4: 21,452 shares; 2025Q1: 21,452 shares; 2025Q2: 21,452 shares; 2025Q3: 21,452 shares; 2025Q4: 21,452 shares; 2026Q1: 21,352 shares; 2026Q2: 21,352 shares 21,352 $1.16M 0.25% 0 Timeline CPSM 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: 35,650 shares; 2024Q4: 35,650 shares; 2025Q1: 35,650 shares; 2025Q2: 35,650 shares; 2025Q3: 35,650 shares; 2025Q4: 35,650 shares; 2026Q1: 35,650 shares; 2026Q2: 35,650 shares 35,650 $1.04M 0.22% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,624 shares; 2025Q3: 15,028 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,740 shares 20,740 $1.04M 0.22% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,461 shares; 2024Q4: 9,461 shares; 2025Q1: 22,745 shares; 2025Q2: 22,745 shares; 2025Q3: 22,457 shares; 2025Q4: 22,457 shares; 2026Q1: 22,457 shares; 2026Q2: 22,457 shares 22,457 $1.02M 0.22% 0 Timeline SMMU 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: 31,505 shares; 2024Q4: 29,020 shares; 2025Q1: 26,571 shares; 2025Q2: 24,372 shares; 2025Q3: 22,115 shares; 2025Q4: 22,459 shares; 2026Q1: 22,248 shares; 2026Q2: 20,231 shares 20,231 $1.02M 0.22% -2,017 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,656 shares; 2024Q4: 22,662 shares; 2025Q1: 22,668 shares; 2025Q2: 22,674 shares; 2025Q3: 22,680 shares; 2025Q4: 22,687 shares; 2026Q1: 22,693 shares; 2026Q2: 22,645 shares 22,645 $989K 0.21% -48 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: 1,482 shares; 2024Q4: 1,136 shares; 2025Q1: 1,126 shares; 2025Q2: 1,161 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares; 2026Q1: 1,238 shares; 2026Q2: 1,242 shares 1,242 $927K 0.2% +4 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: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,858 shares; 2025Q2: 2,117 shares; 2025Q3: 2,465 shares; 2025Q4: 2,582 shares; 2026Q1: 2,414 shares; 2026Q2: 2,415 shares 2,415 $894K 0.19% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 7,176 shares 7,176 $858K 0.18% +6,249 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,693 shares; 2024Q4: 29,693 shares; 2025Q1: 19,693 shares; 2025Q2: 19,693 shares; 2025Q3: 19,693 shares; 2025Q4: 19,693 shares; 2026Q1: 19,693 shares; 2026Q2: 19,693 shares 19,693 $848K 0.18% 0 Timeline SEPW 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: 28,701 shares; 2024Q4: 23,281 shares; 2025Q1: 23,281 shares; 2025Q2: 23,281 shares; 2025Q3: 25,022 shares; 2025Q4: 25,022 shares; 2026Q1: 25,022 shares; 2026Q2: 25,022 shares 25,022 $836K 0.18% 0 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: 15,388 shares; 2024Q4: 14,645 shares; 2025Q1: 14,494 shares; 2025Q2: 14,018 shares; 2025Q3: 13,756 shares; 2025Q4: 13,760 shares; 2026Q1: 13,765 shares; 2026Q2: 13,367 shares 13,367 $813K 0.17% -398 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,728 shares; 2024Q4: 10,832 shares; 2025Q1: 12,220 shares; 2025Q2: 12,624 shares; 2025Q3: 11,776 shares; 2025Q4: 11,765 shares; 2026Q1: 11,437 shares; 2026Q2: 11,801 shares 11,801 $806K 0.17% +364 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: 23,424 shares; 2024Q4: 24,331 shares; 2025Q1: 24,084 shares; 2025Q2: 24,929 shares; 2025Q3: 23,563 shares; 2025Q4: 19,476 shares; 2026Q1: 17,543 shares; 2026Q2: 13,873 shares 13,873 $784K 0.17% -3,670 Timeline SIXJ 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: 20,502 shares; 2024Q4: 20,502 shares; 2025Q1: 20,502 shares; 2025Q2: 20,502 shares; 2025Q3: 21,302 shares; 2025Q4: 21,302 shares; 2026Q1: 21,302 shares; 2026Q2: 21,302 shares 21,302 $777K 0.16% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 1,886 shares; 2025Q4: 1,889 shares; 2026Q1: 1,907 shares; 2026Q2: 2,045 shares 2,045 $772K 0.16% +138 Timeline SYSB 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: 7,252 shares; 2026Q1: 8,082 shares; 2026Q2: 8,462 shares 8,462 $751K 0.16% +380 Timeline GOCT 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: 17,505 shares; 2024Q4: 17,505 shares; 2025Q1: 17,505 shares; 2025Q2: 17,505 shares; 2025Q3: 17,505 shares; 2025Q4: 17,505 shares; 2026Q1: 17,505 shares; 2026Q2: 17,505 shares 17,505 $727K 0.15% 0 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: 5,770 shares; 2024Q4: 5,642 shares; 2025Q1: 5,319 shares; 2025Q2: 5,331 shares; 2025Q3: 5,341 shares; 2025Q4: 5,353 shares; 2026Q1: 5,363 shares; 2026Q2: 5,624 shares 5,624 $712K 0.15% +261 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,978 shares; 2024Q4: 3,965 shares; 2025Q1: 3,965 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares; 2026Q2: 3,964 shares 3,964 $707K 0.15% 0 Timeline OEF 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: 1,571 shares; 2025Q2: 1,594 shares; 2025Q3: 1,586 shares; 2025Q4: 1,595 shares; 2026Q1: 1,842 shares; 2026Q2: 1,803 shares 1,803 $660K 0.14% -39 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: 12,874 shares; 2024Q4: 12,916 shares; 2025Q1: 11,608 shares; 2025Q2: 9,300 shares; 2025Q3: 8,856 shares; 2025Q4: 8,627 shares; 2026Q1: 8,536 shares; 2026Q2: 9,899 shares 9,899 $616K 0.13% +1,363 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,146 shares; 2025Q2: 11,188 shares; 2025Q3: 11,020 shares; 2025Q4: 11,020 shares; 2026Q1: 19,158 shares; 2026Q2: 20,047 shares 20,047 $611K 0.13% +889 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: 8,425 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 12,425 shares; 2025Q3: 12,425 shares; 2025Q4: 13,587 shares; 2026Q1: 13,587 shares; 2026Q2: 12,862 shares 12,862 $597K 0.13% -725 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $565K 0.12% 0 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: 1,311 shares; 2024Q4: 1,311 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,387 shares; 2026Q1: 1,350 shares; 2026Q2: 985 shares 985 $555K 0.12% -365 Timeline JMUB 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: 7,631 shares; 2024Q4: 7,697 shares; 2025Q1: 11,782 shares; 2025Q2: 11,832 shares; 2025Q3: 19,009 shares; 2025Q4: 19,097 shares; 2026Q1: 19,185 shares; 2026Q2: 10,624 shares 10,624 $538K 0.11% -8,561 Timeline BSEP 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $527K 0.11% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,608 shares; 2025Q2: 8,608 shares; 2025Q3: 8,465 shares; 2025Q4: 8,561 shares; 2026Q1: 9,034 shares; 2026Q2: 9,023 shares 9,023 $507K 0.11% -11 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,367 shares; 2024Q4: 15,398 shares; 2025Q1: 15,436 shares; 2025Q2: 15,477 shares; 2025Q3: 15,477 shares; 2025Q4: 15,477 shares; 2026Q1: 15,477 shares; 2026Q2: 10,097 shares 10,097 $505K 0.11% -5,380 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,609 shares; 2024Q4: 2,628 shares; 2025Q1: 2,729 shares; 2025Q2: 2,732 shares; 2025Q3: 2,845 shares; 2025Q4: 813 shares; 2026Q1: 821 shares; 2026Q2: 1,172 shares 1,172 $493K 0.1% +351 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: 3,206 shares; 2024Q4: 3,303 shares; 2025Q1: 3,323 shares; 2025Q2: 3,344 shares; 2025Q3: 3,361 shares; 2025Q4: 2,398 shares; 2026Q1: 2,408 shares; 2026Q2: 2,413 shares 2,413 $482K 0.1% +5 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 4,344 shares; 2025Q1: 4,250 shares; 2025Q2: 4,247 shares; 2025Q3: 4,491 shares; 2025Q4: 4,573 shares; 2026Q1: 4,750 shares; 2026Q2: 4,840 shares 4,840 $472K 0.1% +90 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: 3,359 shares; 2024Q4: 3,351 shares; 2025Q1: 3,352 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares; 2026Q2: 3,387 shares 3,387 $463K 0.1% +140 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 2,191 shares; 2025Q1: 2,163 shares; 2025Q2: 2,079 shares; 2025Q3: 2,588 shares; 2025Q4: 2,582 shares; 2026Q1: 2,524 shares; 2026Q2: 2,673 shares 2,673 $443K 0.09% +149 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,979 shares; 2024Q4: 9,979 shares; 2025Q1: 9,979 shares; 2025Q2: 9,979 shares; 2025Q3: 9,979 shares; 2025Q4: 9,979 shares; 2026Q1: 9,979 shares; 2026Q2: 9,979 shares 9,979 $431K 0.09% 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; 2024Q3: 5,548 shares; 2024Q4: 5,826 shares; 2025Q1: 6,093 shares; 2025Q2: 6,219 shares; 2025Q3: 6,510 shares; 2025Q4: 6,522 shares; 2026Q1: 6,529 shares; 2026Q2: 6,363 shares 6,363 $430K 0.09% -166 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $418K 0.09% 0 Timeline JSCP 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: 20,246 shares; 2025Q1: 22,398 shares; 2025Q2: 26,197 shares; 2025Q3: 26,668 shares; 2025Q4: 10,782 shares; 2026Q1: 8,318 shares; 2026Q2: 8,748 shares 8,748 $412K 0.09% +430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,389 shares; 2025Q4: 1,377 shares; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $412K 0.09% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,332 shares; 2025Q1: 1,334 shares; 2025Q2: 1,335 shares; 2025Q3: 1,337 shares; 2025Q4: 1,339 shares; 2026Q1: 1,368 shares; 2026Q2: 1,369 shares 1,369 $411K 0.09% +1 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: 6,915 shares; 2024Q4: 6,559 shares; 2025Q1: 5,785 shares; 2025Q2: 5,687 shares; 2025Q3: 5,676 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 4,258 shares 4,258 $411K 0.09% -1,442 Timeline BJAN 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: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,925 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares; 2026Q2: 6,925 shares 6,925 $408K 0.09% 0 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: 2,159 shares; 2024Q4: 2,793 shares; 2025Q1: 2,742 shares; 2025Q2: 2,738 shares; 2025Q3: 2,746 shares; 2025Q4: 2,739 shares; 2026Q1: 2,752 shares; 2026Q2: 2,754 shares 2,754 $404K 0.09% +2 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: 1,687 shares; 2024Q4: 1,623 shares; 2025Q1: 1,625 shares; 2025Q2: 1,655 shares; 2025Q3: 1,628 shares; 2025Q4: 1,629 shares; 2026Q1: 1,644 shares; 2026Q2: 1,645 shares 1,645 $399K 0.08% +1 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: 9,715 shares; 2026Q1: 9,715 shares; 2026Q2: 9,715 shares 9,715 $397K 0.08% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,684 shares; 2026Q2: 2,684 shares 2,684 $393K 0.08% 0 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: 4,360 shares; 2024Q4: 4,598 shares; 2025Q1: 4,333 shares; 2025Q2: 4,126 shares; 2025Q3: 4,143 shares; 2025Q4: 3,826 shares; 2026Q1: 3,830 shares; 2026Q2: 3,686 shares 3,686 $392K 0.08% -144 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: 3,542 shares; 2024Q4: 4,140 shares; 2025Q1: 4,081 shares; 2025Q2: 4,022 shares; 2025Q3: 4,131 shares; 2025Q4: 4,187 shares; 2026Q1: 4,292 shares; 2026Q2: 4,414 shares 4,414 $388K 0.08% +122 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,865 shares; 2024Q4: 12,865 shares; 2025Q1: 12,944 shares; 2025Q2: 12,944 shares; 2025Q3: 12,944 shares; 2025Q4: 13,045 shares; 2026Q1: 13,045 shares; 2026Q2: 13,045 shares 13,045 $380K 0.08% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,159 shares; 2025Q2: 19,298 shares; 2025Q3: 38,081 shares; 2025Q4: 37,905 shares; 2026Q1: 1,443 shares; 2026Q2: 1,386 shares 1,386 $379K 0.08% -57 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 387 shares; 2026Q1: 388 shares; 2026Q2: 402 shares 402 $376K 0.08% +14 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: 2,577 shares; 2024Q4: 2,577 shares; 2025Q1: 2,566 shares; 2025Q2: 2,272 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,281 shares; 2026Q2: 2,281 shares 2,281 $375K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares; 2026Q1: 3,138 shares; 2026Q2: 3,202 shares 3,202 $374K 0.08% +64 Timeline PBJL PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,730 shares; 2025Q3: 11,730 shares; 2025Q4: 11,730 shares; 2026Q1: 11,730 shares; 2026Q2: 11,730 shares 11,730 $367K 0.08% 0 Timeline MARW 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: 10,108 shares; 2024Q4: 10,108 shares; 2025Q1: 10,108 shares; 2025Q2: 10,108 shares; 2025Q3: 10,108 shares; 2025Q4: 10,108 shares; 2026Q1: 10,108 shares; 2026Q2: 10,108 shares 10,108 $365K 0.08% 0 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: 6,583 shares; 2024Q4: 6,640 shares; 2025Q1: 6,553 shares; 2025Q2: 6,573 shares; 2025Q3: 6,564 shares; 2025Q4: 4,612 shares; 2026Q1: 4,850 shares; 2026Q2: 4,657 shares 4,657 $359K 0.08% -193 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: 4,334 shares; 2024Q4: 4,477 shares; 2025Q1: 4,477 shares; 2025Q2: 4,500 shares; 2025Q3: 4,518 shares; 2025Q4: 4,205 shares; 2026Q1: 4,216 shares; 2026Q2: 4,393 shares 4,393 $357K 0.08% +177 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $353K 0.07% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,932 shares; 2025Q3: 2,898 shares; 2025Q4: 2,852 shares; 2026Q1: 2,418 shares; 2026Q2: 2,418 shares 2,418 $349K 0.07% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 1,287 shares; 2026Q1: 1,298 shares; 2026Q2: 1,364 shares 1,364 $346K 0.07% +66 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,745 shares; 2024Q4: 9,787 shares; 2025Q1: 9,787 shares; 2025Q2: 8,191 shares; 2025Q3: 8,191 shares; 2025Q4: 8,191 shares; 2026Q1: 8,191 shares; 2026Q2: 8,191 shares 8,191 $346K 0.07% 0 Timeline GJAN 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: 16,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 7,107 shares; 2025Q4: 7,107 shares; 2026Q1: 7,107 shares; 2026Q2: 7,107 shares 7,107 $320K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,728 shares; 2025Q4: 13,024 shares; 2026Q1: 1,014 shares; 2026Q2: 1,318 shares 1,318 $320K 0.07% +304 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: 1,818 shares; 2024Q4: 1,845 shares; 2025Q1: 1,855 shares; 2025Q2: 1,864 shares; 2025Q3: 1,914 shares; 2025Q4: 1,109 shares; 2026Q1: 1,116 shares; 2026Q2: 1,139 shares 1,139 $308K 0.07% +23 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,190 shares; 2026Q1: 9,903 shares; 2026Q2: 9,903 shares 9,903 $306K 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,490 shares; 2025Q4: 3,441 shares; 2026Q1: 3,563 shares; 2026Q2: 3,469 shares 3,469 $305K 0.06% -94 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 238,765 shares; 2025Q1: 105,891 shares; 2025Q2: 12,610 shares; 2025Q3: 7,991 shares; 2025Q4: 7,615 shares; 2026Q1: 7,329 shares; 2026Q2: 7,084 shares 7,084 $303K 0.06% -245 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,877 shares; 2024Q4: 7,877 shares; 2025Q1: 7,877 shares; 2025Q2: 7,877 shares; 2025Q3: 7,877 shares; 2025Q4: 7,877 shares; 2026Q1: 7,877 shares; 2026Q2: 7,877 shares 7,877 $300K 0.06% 0 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: 4,729 shares; 2025Q1: 4,753 shares; 2025Q2: 5,783 shares; 2025Q3: 5,824 shares; 2025Q4: 5,880 shares; 2026Q1: 5,905 shares; 2026Q2: 5,946 shares 5,946 $300K 0.06% +41 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: 2,419 shares; 2024Q4: 2,493 shares; 2025Q1: 2,406 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 1,925 shares; 2026Q1: 2,010 shares; 2026Q2: 1,991 shares 1,991 $295K 0.06% -19 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: 5,887 shares; 2024Q4: 5,803 shares; 2025Q1: 3,583 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,434 shares; 2026Q1: 3,376 shares; 2026Q2: 3,353 shares 3,353 $294K 0.06% -23 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,223 shares; 2024Q4: 8,258 shares; 2025Q1: 8,287 shares; 2025Q2: 8,325 shares; 2025Q3: 8,357 shares; 2025Q4: 8,014 shares; 2026Q1: 7,335 shares; 2026Q2: 5,068 shares 5,068 $286K 0.06% -2,267 Timeline GSEP 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: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 6,615 shares; 2025Q2: 6,615 shares; 2025Q3: 6,615 shares; 2025Q4: 6,615 shares; 2026Q1: 6,615 shares; 2026Q2: 6,615 shares 6,615 $271K 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $266K 0.06% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,559 shares; 2025Q1: 1,695 shares; 2025Q2: 1,740 shares; 2025Q3: 1,741 shares; 2025Q4: 1,850 shares; 2026Q1: 1,826 shares; 2026Q2: 1,935 shares 1,935 $262K 0.06% +109 Timeline KJUL 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: 7,610 shares; 2024Q4: 7,610 shares; 2025Q1: 7,610 shares; 2025Q2: 7,610 shares; 2025Q3: 7,610 shares; 2025Q4: 7,610 shares; 2026Q1: 7,610 shares; 2026Q2: 7,610 shares 7,610 $259K 0.05% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,757 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares; 2026Q2: 1,761 shares 1,761 $258K 0.05% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 714 shares 714 $252K 0.05% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $250K 0.05% new 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: 967 shares; 2024Q4: 976 shares; 2025Q1: 1,005 shares; 2025Q2: 1,125 shares; 2025Q3: 1,460 shares; 2025Q4: 1,406 shares; 2026Q1: 1,301 shares; 2026Q2: 661 shares 661 $247K 0.05% -640 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,034 shares; 2026Q1: 2,026 shares; 2026Q2: 2,151 shares 2,151 $244K 0.05% +125 Timeline OCTU 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: 9,240 shares; 2025Q1: 9,240 shares; 2025Q2: 9,240 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares; 2026Q2: 7,901 shares 7,901 $240K 0.05% -1,339 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,313 shares; 2025Q1: 1,323 shares; 2025Q2: 1,334 shares; 2025Q3: 1,344 shares; 2025Q4: 1,353 shares; 2026Q1: 1,362 shares; 2026Q2: 1,337 shares 1,337 $235K 0.05% -25 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 415 shares; 2026Q1: not reported; 2026Q2: 2,723 shares 2,723 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 306 shares 306 $231K 0.05% +6 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 696 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $230K 0.05% new 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: 2,919 shares; 2024Q4: not reported; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 3,064 shares; 2025Q4: 2,919 shares; 2026Q1: 2,919 shares; 2026Q2: 3,148 shares 3,148 $227K 0.05% +229 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: 11,017 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,467 shares; 2025Q3: 5,467 shares; 2025Q4: 5,467 shares; 2026Q1: 5,467 shares; 2026Q2: 5,467 shares 5,467 $223K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 312 shares 312 $219K 0.05% new 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: 649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624 shares; 2026Q1: 587 shares; 2026Q2: 599 shares 599 $217K 0.05% +12 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: 14,175 shares; 2024Q4: 13,630 shares; 2025Q1: 13,030 shares; 2025Q2: 11,477 shares; 2025Q3: 10,677 shares; 2025Q4: 10,677 shares; 2026Q1: not reported; 2026Q2: 2,367 shares 2,367 $213K 0.05% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163 $213K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA 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: 2,245 shares; 2025Q4: not reported; 2026Q1: 2,247 shares; 2026Q2: 2,288 shares 2,288 $212K 0.04% +41 Timeline HEFA 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: not reported; 2026Q2: 4,372 shares 4,372 $205K 0.04% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 5,752 shares; 2025Q3: 5,752 shares; 2025Q4: 5,752 shares; 2026Q1: 5,752 shares; 2026Q2: 4,397 shares 4,397 $202K 0.04% -1,355 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 17,030 shares; 2026Q2: 23,030 shares 23,030 $202K 0.04% +6,000 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,035 shares; 2025Q2: 10,035 shares; 2025Q3: 10,035 shares; 2025Q4: 10,035 shares; 2026Q1: 10,035 shares; 2026Q2: 10,035 shares 10,035 $6.42K <0.01% 0 Timeline