CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,692 shares; 2024Q4: 326,772 shares; 2025Q1: 370,005 shares; 2025Q2: 392,614 shares; 2025Q3: 401,732 shares; 2025Q4: 417,491 shares; 2026Q1: 427,974 shares; 2026Q2: 447,338 shares 447,338 $22M 4.34% +19,364 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: 312,611 shares; 2024Q4: 327,645 shares; 2025Q1: 334,207 shares; 2025Q2: 347,593 shares; 2025Q3: 355,181 shares; 2025Q4: 357,391 shares; 2026Q1: 352,954 shares; 2026Q2: 360,022 shares 360,022 $20.3M 4% +7,068 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,360 shares; 2024Q4: 172,945 shares; 2025Q1: 177,959 shares; 2025Q2: 186,009 shares; 2025Q3: 190,453 shares; 2025Q4: 196,586 shares; 2026Q1: 196,290 shares; 2026Q2: 202,252 shares 202,252 $12.4M 2.45% +5,962 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,835 shares; 2026Q1: 284,209 shares; 2026Q2: 294,114 shares 294,114 $11.5M 2.27% +9,905 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,294 shares; 2024Q4: 156,267 shares; 2025Q1: 176,777 shares; 2025Q2: 205,303 shares; 2025Q3: 244,357 shares; 2025Q4: 248,183 shares; 2026Q1: 256,419 shares; 2026Q2: 263,057 shares 263,057 $10.8M 2.13% +6,638 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: 31,221 shares; 2024Q4: 31,496 shares; 2025Q1: 32,099 shares; 2025Q2: 38,182 shares; 2025Q3: 41,045 shares; 2025Q4: 35,036 shares; 2026Q1: 35,881 shares; 2026Q2: 36,429 shares 36,429 $10.5M 2.07% +548 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,399 shares; 2024Q4: 248,323 shares; 2025Q1: 241,108 shares; 2025Q2: 241,113 shares; 2025Q3: 245,110 shares; 2025Q4: 227,914 shares; 2026Q1: 224,352 shares; 2026Q2: 201,229 shares 201,229 $9.7M 1.91% -23,123 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,053 shares; 2024Q4: 35,710 shares; 2025Q1: 74,633 shares; 2025Q2: 99,354 shares; 2025Q3: 112,249 shares; 2025Q4: 124,203 shares; 2026Q1: 147,998 shares; 2026Q2: 168,730 shares 168,730 $8.53M 1.68% +20,732 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: 55,380 shares; 2024Q4: 58,935 shares; 2025Q1: 62,525 shares; 2025Q2: 48,517 shares; 2025Q3: 51,569 shares; 2025Q4: 52,540 shares; 2026Q1: 59,073 shares; 2026Q2: 80,329 shares 80,329 $7.06M 1.39% +21,256 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: 31,580 shares; 2024Q4: 32,576 shares; 2025Q1: 29,457 shares; 2025Q2: 35,224 shares; 2025Q3: 34,236 shares; 2025Q4: 31,205 shares; 2026Q1: 32,297 shares; 2026Q2: 33,755 shares 33,755 $6.75M 1.33% +1,458 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: 18,570 shares; 2024Q4: 18,956 shares; 2025Q1: 21,477 shares; 2025Q2: 22,489 shares; 2025Q3: 23,168 shares; 2025Q4: 23,215 shares; 2026Q1: 26,210 shares; 2026Q2: 27,205 shares 27,205 $6.48M 1.28% +995 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,173 shares; 2024Q4: 62,005 shares; 2025Q1: 84,138 shares; 2025Q2: 107,956 shares; 2025Q3: 117,696 shares; 2025Q4: 123,626 shares; 2026Q1: 119,851 shares; 2026Q2: 129,294 shares 129,294 $6.1M 1.2% +9,443 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,665 shares; 2024Q4: 27,000 shares; 2025Q1: 26,131 shares; 2025Q2: 26,952 shares; 2025Q3: 26,932 shares; 2025Q4: 25,031 shares; 2026Q1: 24,792 shares; 2026Q2: 24,436 shares 24,436 $5.78M 1.14% -356 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: 9,413 shares; 2024Q4: 9,869 shares; 2025Q1: 11,228 shares; 2025Q2: 13,801 shares; 2025Q3: 14,955 shares; 2025Q4: 14,211 shares; 2026Q1: 14,701 shares; 2026Q2: 15,344 shares 15,344 $5.72M 1.13% +643 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 7,207 shares; 2025Q1: 7,248 shares; 2025Q2: 6,373 shares; 2025Q3: 6,407 shares; 2025Q4: 6,586 shares; 2026Q1: 6,862 shares; 2026Q2: 6,610 shares 6,610 $4.94M 0.97% -252 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,563 shares; 2024Q4: 36,193 shares; 2025Q1: 51,228 shares; 2025Q2: 55,749 shares; 2025Q3: 57,761 shares; 2025Q4: 59,522 shares; 2026Q1: 61,624 shares; 2026Q2: 65,070 shares 65,070 $4.93M 0.97% +3,446 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: 8,568 shares; 2024Q4: 9,360 shares; 2025Q1: 10,150 shares; 2025Q2: 10,177 shares; 2025Q3: 12,130 shares; 2025Q4: 12,578 shares; 2026Q1: 13,296 shares; 2026Q2: 13,422 shares 13,422 $4.8M 0.94% +126 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,770 shares; 2024Q4: 15,497 shares; 2025Q1: 17,846 shares; 2025Q2: 19,155 shares; 2025Q3: 20,204 shares; 2025Q4: 20,704 shares; 2026Q1: 20,489 shares; 2026Q2: 21,681 shares 21,681 $4.72M 0.93% +1,192 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: 7,300 shares; 2024Q4: 7,359 shares; 2025Q1: 7,502 shares; 2025Q2: 9,137 shares; 2025Q3: 9,255 shares; 2025Q4: 9,013 shares; 2026Q1: 9,167 shares; 2026Q2: 9,302 shares 9,302 $3.91M 0.77% +135 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: 9,477 shares; 2024Q4: 9,657 shares; 2025Q1: 9,887 shares; 2025Q2: 13,147 shares; 2025Q3: 14,115 shares; 2025Q4: 11,564 shares; 2026Q1: 11,598 shares; 2026Q2: 11,556 shares 11,556 $3.78M 0.74% -42 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 4,633 shares; 2025Q1: 4,633 shares; 2025Q2: 8,463 shares; 2025Q3: 14,007 shares; 2025Q4: 30,851 shares; 2026Q1: 34,126 shares; 2026Q2: 36,406 shares 36,406 $3.75M 0.74% +2,280 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,751 shares; 2025Q2: 16,757 shares; 2025Q3: 41,400 shares; 2025Q4: 58,527 shares; 2026Q1: 57,707 shares; 2026Q2: 67,535 shares 67,535 $3.75M 0.74% +9,828 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: 19,209 shares; 2024Q4: 20,465 shares; 2025Q1: 21,220 shares; 2025Q2: 22,189 shares; 2025Q3: 22,202 shares; 2025Q4: 19,177 shares; 2026Q1: 19,182 shares; 2026Q2: 16,561 shares 16,561 $3.63M 0.72% -2,621 Timeline SFLR 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: 32,042 shares; 2024Q4: 39,492 shares; 2025Q1: 55,997 shares; 2025Q2: 64,547 shares; 2025Q3: 68,287 shares; 2025Q4: 73,593 shares; 2026Q1: 79,234 shares; 2026Q2: 86,184 shares 86,184 $3.32M 0.65% +6,950 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,726 shares; 2025Q2: 23,345 shares; 2025Q3: 33,670 shares; 2025Q4: 48,945 shares; 2026Q1: 39,608 shares; 2026Q2: 68,171 shares 68,171 $3.32M 0.65% +28,563 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: 5,688 shares; 2024Q4: 4,307 shares; 2025Q1: 5,361 shares; 2025Q2: 4,782 shares; 2025Q3: 4,776 shares; 2025Q4: 4,618 shares; 2026Q1: 4,458 shares; 2026Q2: 4,373 shares 4,373 $3.28M 0.64% -85 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; 2024Q3: 26,564 shares; 2024Q4: 30,417 shares; 2025Q1: 44,891 shares; 2025Q2: 52,198 shares; 2025Q3: 54,555 shares; 2025Q4: 61,039 shares; 2026Q1: 61,950 shares; 2026Q2: 75,395 shares 75,395 $3.19M 0.63% +13,445 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: 8,093 shares; 2024Q4: 7,972 shares; 2025Q1: 8,317 shares; 2025Q2: 8,265 shares; 2025Q3: 8,310 shares; 2025Q4: 8,429 shares; 2026Q1: 8,407 shares; 2026Q2: 9,159 shares 9,159 $3.14M 0.62% +752 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: 17,832 shares; 2024Q4: 20,437 shares; 2025Q1: 20,047 shares; 2025Q2: 19,655 shares; 2025Q3: 19,389 shares; 2025Q4: 19,446 shares; 2026Q1: 20,854 shares; 2026Q2: 21,582 shares 21,582 $2.97M 0.58% +728 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: 10,571 shares; 2024Q4: 10,438 shares; 2025Q1: 11,182 shares; 2025Q2: 15,435 shares; 2025Q3: 23,677 shares; 2025Q4: 20,344 shares; 2026Q1: 20,211 shares; 2026Q2: 21,573 shares 21,573 $2.95M 0.58% +1,362 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,535 shares; 2024Q4: 17,393 shares; 2025Q1: 18,735 shares; 2025Q2: 18,363 shares; 2025Q3: 17,942 shares; 2025Q4: 18,645 shares; 2026Q1: 31,179 shares; 2026Q2: 35,571 shares 35,571 $2.88M 0.57% +4,392 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,831 shares; 2024Q4: 44,664 shares; 2025Q1: 52,945 shares; 2025Q2: 52,868 shares; 2025Q3: 52,868 shares; 2025Q4: 55,225 shares; 2026Q1: 56,755 shares; 2026Q2: 56,643 shares 56,643 $2.81M 0.55% -112 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,176 shares; 2024Q4: 88,507 shares; 2025Q1: 87,937 shares; 2025Q2: 89,802 shares; 2025Q3: 90,914 shares; 2025Q4: 90,260 shares; 2026Q1: 89,356 shares; 2026Q2: 90,112 shares 90,112 $2.7M 0.53% +756 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: 186,940 shares; 2024Q4: 259,166 shares; 2025Q1: 302,382 shares; 2025Q2: 356,136 shares; 2025Q3: 443,056 shares; 2025Q4: 92,042 shares; 2026Q1: 83,610 shares; 2026Q2: 101,477 shares 101,477 $2.69M 0.53% +17,867 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,683 shares; 2024Q4: 34,976 shares; 2025Q1: 54,399 shares; 2025Q2: 60,272 shares; 2025Q3: 57,970 shares; 2025Q4: 58,397 shares; 2026Q1: 53,731 shares; 2026Q2: 51,188 shares 51,188 $2.58M 0.51% -2,543 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: 3,123 shares; 2024Q4: 3,558 shares; 2025Q1: 4,142 shares; 2025Q2: 4,224 shares; 2025Q3: 6,574 shares; 2025Q4: 6,677 shares; 2026Q1: 6,931 shares; 2026Q2: 6,812 shares 6,812 $2.57M 0.51% -119 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,336 shares; 2025Q2: 27,266 shares; 2025Q3: 42,852 shares; 2025Q4: 52,332 shares; 2026Q1: 57,648 shares; 2026Q2: 63,927 shares 63,927 $2.57M 0.5% +6,279 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,175 shares; 2025Q1: 3,458 shares; 2025Q2: 1,855 shares; 2025Q3: 1,962 shares; 2025Q4: 2,099 shares; 2026Q1: 2,310 shares; 2026Q2: 2,222 shares 2,222 $2.56M 0.5% -88 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,808 shares; 2024Q4: 25,899 shares; 2025Q1: 42,096 shares; 2025Q2: 53,156 shares; 2025Q3: 40,905 shares; 2025Q4: 40,789 shares; 2026Q1: 43,968 shares; 2026Q2: 59,391 shares 59,391 $2.56M 0.5% +15,423 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: 21,801 shares; 2024Q4: 25,060 shares; 2025Q1: 26,457 shares; 2025Q2: 29,109 shares; 2025Q3: 32,400 shares; 2025Q4: 34,031 shares; 2026Q1: 36,609 shares; 2026Q2: 36,854 shares 36,854 $2.51M 0.49% +245 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,207 shares; 2024Q4: 16,572 shares; 2025Q1: 33,297 shares; 2025Q2: 39,511 shares; 2025Q3: 42,537 shares; 2025Q4: 50,198 shares; 2026Q1: 50,550 shares; 2026Q2: 57,482 shares 57,482 $2.4M 0.47% +6,932 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,457 shares; 2024Q4: 7,109 shares; 2025Q1: 8,706 shares; 2025Q2: 9,636 shares; 2025Q3: 10,574 shares; 2025Q4: 9,606 shares; 2026Q1: 11,122 shares; 2026Q2: 11,190 shares 11,190 $2.38M 0.47% +68 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: 2,153 shares; 2024Q4: 2,127 shares; 2025Q1: 2,331 shares; 2025Q2: 2,335 shares; 2025Q3: 2,336 shares; 2025Q4: 2,344 shares; 2026Q1: 2,427 shares; 2026Q2: 19,763 shares 19,763 $2.36M 0.46% +17,336 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,549 shares; 2024Q4: 19,618 shares; 2025Q1: 19,422 shares; 2025Q2: 19,425 shares; 2025Q3: 19,428 shares; 2025Q4: 19,279 shares; 2026Q1: 19,386 shares; 2026Q2: 19,438 shares 19,438 $2.27M 0.45% +52 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,330 shares; 2024Q4: 45,292 shares; 2025Q1: 44,175 shares; 2025Q2: 43,451 shares; 2025Q3: 43,587 shares; 2025Q4: 43,727 shares; 2026Q1: 44,247 shares; 2026Q2: 44,541 shares 44,541 $2.22M 0.44% +294 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,904 shares; 2024Q4: 34,997 shares; 2025Q1: 34,942 shares; 2025Q2: 33,977 shares; 2025Q3: 34,861 shares; 2025Q4: 34,246 shares; 2026Q1: 36,029 shares; 2026Q2: 37,403 shares 37,403 $2.2M 0.43% +1,374 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: 2,633 shares; 2024Q4: 2,764 shares; 2025Q1: 3,115 shares; 2025Q2: 3,246 shares; 2025Q3: 3,339 shares; 2025Q4: 3,446 shares; 2026Q1: 3,617 shares; 2026Q2: 3,881 shares 3,881 $2.19M 0.43% +264 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: 14,854 shares; 2024Q4: 26,510 shares; 2025Q1: 26,591 shares; 2025Q2: 27,075 shares; 2025Q3: 27,010 shares; 2025Q4: 26,708 shares; 2026Q1: 26,844 shares; 2026Q2: 26,735 shares 26,735 $2.17M 0.43% -109 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,939 shares; 2025Q2: 12,874 shares; 2025Q3: 19,098 shares; 2025Q4: 29,951 shares; 2026Q1: 31,970 shares; 2026Q2: 36,579 shares 36,579 $2.17M 0.43% +4,609 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: 1,937 shares; 2024Q4: 1,957 shares; 2025Q1: 1,979 shares; 2025Q2: 2,064 shares; 2025Q3: 2,033 shares; 2025Q4: 2,041 shares; 2026Q1: 2,052 shares; 2026Q2: 2,014 shares 2,014 $2.14M 0.42% -38 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,406 shares; 2024Q4: 3,478 shares; 2025Q1: 2,923 shares; 2025Q2: 2,716 shares; 2025Q3: 2,725 shares; 2025Q4: 2,714 shares; 2026Q1: 2,780 shares; 2026Q2: 2,809 shares 2,809 $2.14M 0.42% +29 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 2,258 shares; 2025Q1: 2,193 shares; 2025Q2: 2,154 shares; 2025Q3: 2,158 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares; 2026Q2: 2,111 shares 2,111 $2.14M 0.42% +1 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,385 shares; 2024Q4: 35,104 shares; 2025Q1: 37,635 shares; 2025Q2: 33,586 shares; 2025Q3: 28,135 shares; 2025Q4: 28,620 shares; 2026Q1: 29,801 shares; 2026Q2: 46,020 shares 46,020 $2.12M 0.42% +16,219 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,686 shares; 2025Q1: 4,862 shares; 2025Q2: 5,551 shares; 2025Q3: 5,966 shares; 2025Q4: 8,106 shares; 2026Q1: 9,753 shares; 2026Q2: 9,173 shares 9,173 $2.08M 0.41% -580 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,774 shares; 2024Q4: 36,579 shares; 2025Q1: 36,855 shares; 2025Q2: 37,290 shares; 2025Q3: 36,961 shares; 2025Q4: 34,930 shares; 2026Q1: 34,091 shares; 2026Q2: 34,023 shares 34,023 $2.03M 0.4% -68 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: 4,202 shares; 2024Q4: 4,630 shares; 2025Q1: 5,112 shares; 2025Q2: 4,415 shares; 2025Q3: 4,430 shares; 2025Q4: 4,479 shares; 2026Q1: 4,534 shares; 2026Q2: 16,362 shares 16,362 $2.03M 0.4% +11,828 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,397 shares; 2026Q2: 42,349 shares 42,349 $2M 0.39% +3,952 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,624 shares; 2024Q4: 13,255 shares; 2025Q1: 13,990 shares; 2025Q2: 14,469 shares; 2025Q3: 14,379 shares; 2025Q4: 13,954 shares; 2026Q1: 13,672 shares; 2026Q2: 12,530 shares 12,530 $1.98M 0.39% -1,142 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,582 shares; 2025Q3: 9,842 shares; 2025Q4: 17,539 shares; 2026Q1: 27,288 shares; 2026Q2: 40,989 shares 40,989 $1.98M 0.39% +13,701 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,007 shares; 2024Q4: 3,007 shares; 2025Q1: 3,798 shares; 2025Q2: 6,492 shares; 2025Q3: 14,714 shares; 2025Q4: 15,699 shares; 2026Q1: 16,963 shares; 2026Q2: 16,756 shares 16,756 $1.98M 0.39% -207 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: 7,175 shares; 2024Q4: 7,171 shares; 2025Q1: 7,061 shares; 2025Q2: 7,230 shares; 2025Q3: 7,719 shares; 2025Q4: 7,576 shares; 2026Q1: 7,178 shares; 2026Q2: 7,017 shares 7,017 $1.9M 0.37% -161 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,877 shares; 2024Q4: 37,895 shares; 2025Q1: 47,513 shares; 2025Q2: 46,335 shares; 2025Q3: 28,434 shares; 2025Q4: 28,460 shares; 2026Q1: 15,486 shares; 2026Q2: 17,006 shares 17,006 $1.87M 0.37% +1,520 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,448 shares; 2024Q4: 3,559 shares; 2025Q1: 3,506 shares; 2025Q2: 2,778 shares; 2025Q3: 2,792 shares; 2025Q4: 2,812 shares; 2026Q1: 2,889 shares; 2026Q2: 2,899 shares 2,899 $1.86M 0.37% +10 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,283 shares; 2024Q4: 11,234 shares; 2025Q1: 11,628 shares; 2025Q2: 12,134 shares; 2025Q3: 11,685 shares; 2025Q4: 11,540 shares; 2026Q1: 11,633 shares; 2026Q2: 11,220 shares 11,220 $1.84M 0.36% -413 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,493 shares; 2024Q4: 39,815 shares; 2025Q1: 36,338 shares; 2025Q2: 37,062 shares; 2025Q3: 34,892 shares; 2025Q4: 34,268 shares; 2026Q1: 33,491 shares; 2026Q2: 33,501 shares 33,501 $1.84M 0.36% +10 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,048 shares; 2024Q4: 9,778 shares; 2025Q1: 10,163 shares; 2025Q2: 10,456 shares; 2025Q3: 10,455 shares; 2025Q4: 10,269 shares; 2026Q1: 10,009 shares; 2026Q2: 9,970 shares 9,970 $1.84M 0.36% -39 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: 1,717 shares; 2024Q4: 2,335 shares; 2025Q1: 2,975 shares; 2025Q2: 3,191 shares; 2025Q3: 3,475 shares; 2025Q4: 4,120 shares; 2026Q1: 4,765 shares; 2026Q2: 4,908 shares 4,908 $1.8M 0.35% +143 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: 9,311 shares; 2025Q1: 25,702 shares; 2025Q2: 46,587 shares; 2025Q3: 56,389 shares; 2025Q4: 64,975 shares; 2026Q1: 36,264 shares; 2026Q2: 35,798 shares 35,798 $1.78M 0.35% -466 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,535 shares; 2024Q4: 14,495 shares; 2025Q1: 14,030 shares; 2025Q2: 14,040 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares; 2026Q1: 14,055 shares; 2026Q2: 13,850 shares 13,850 $1.76M 0.35% -205 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,626 shares; 2024Q4: 4,975 shares; 2025Q1: 4,972 shares; 2025Q2: 7,235 shares; 2025Q3: 8,908 shares; 2025Q4: 9,400 shares; 2026Q1: 12,540 shares; 2026Q2: 17,632 shares 17,632 $1.75M 0.34% +5,092 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,903 shares; 2024Q4: 46,894 shares; 2025Q1: 53,238 shares; 2025Q2: 57,925 shares; 2025Q3: 59,400 shares; 2025Q4: 60,073 shares; 2026Q1: 66,647 shares; 2026Q2: 71,200 shares 71,200 $1.65M 0.32% +4,553 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,335 shares; 2025Q4: 38,174 shares; 2026Q1: 57,855 shares; 2026Q2: 59,783 shares 59,783 $1.63M 0.32% +1,928 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,169 shares; 2024Q4: 7,561 shares; 2025Q1: 14,242 shares; 2025Q2: 19,547 shares; 2025Q3: 20,687 shares; 2025Q4: 22,296 shares; 2026Q1: 24,557 shares; 2026Q2: 29,672 shares 29,672 $1.6M 0.32% +5,115 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: 34,330 shares; 2024Q4: 33,945 shares; 2025Q1: 33,945 shares; 2025Q2: 33,345 shares; 2025Q3: 33,345 shares; 2025Q4: 34,511 shares; 2026Q1: 34,511 shares; 2026Q2: 33,911 shares 33,911 $1.57M 0.31% -600 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 1,580 shares; 2025Q3: 1,200 shares; 2025Q4: 1,324 shares; 2026Q1: 3,655 shares; 2026Q2: 5,152 shares 5,152 $1.56M 0.31% +1,497 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,301 shares; 2024Q4: 6,820 shares; 2025Q1: 6,806 shares; 2025Q2: 6,765 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,987 shares; 2026Q2: 6,995 shares 6,995 $1.56M 0.31% +8 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: 12,257 shares; 2024Q4: 12,445 shares; 2025Q1: 12,368 shares; 2025Q2: 12,627 shares; 2025Q3: 13,057 shares; 2025Q4: 12,587 shares; 2026Q1: 13,073 shares; 2026Q2: 13,307 shares 13,307 $1.51M 0.3% +234 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: 2,462 shares; 2024Q4: 2,689 shares; 2025Q1: 3,100 shares; 2025Q2: 3,011 shares; 2025Q3: 3,139 shares; 2025Q4: 2,902 shares; 2026Q1: 3,050 shares; 2026Q2: 3,006 shares 3,006 $1.5M 0.3% -44 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: 1,401 shares; 2024Q4: 1,493 shares; 2025Q1: 2,387 shares; 2025Q2: 2,709 shares; 2025Q3: 2,975 shares; 2025Q4: 2,940 shares; 2026Q1: 2,153 shares; 2026Q2: 2,015 shares 2,015 $1.48M 0.29% -138 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,077 shares; 2024Q4: 4,039 shares; 2025Q1: 4,011 shares; 2025Q2: 4,013 shares; 2025Q3: 3,995 shares; 2025Q4: 7,989 shares; 2026Q1: 8,104 shares; 2026Q2: 7,711 shares 7,711 $1.47M 0.29% -393 Timeline XSD 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: 2,984 shares; 2024Q4: 2,985 shares; 2025Q1: 2,987 shares; 2025Q2: 2,334 shares; 2025Q3: 2,335 shares; 2025Q4: 2,336 shares; 2026Q1: 2,337 shares; 2026Q2: 2,338 shares 2,338 $1.46M 0.29% +1 Timeline BAUG 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: 26,571 shares; 2024Q4: 26,571 shares; 2025Q1: 26,571 shares; 2025Q2: 24,256 shares; 2025Q3: 23,706 shares; 2025Q4: 27,071 shares; 2026Q1: 27,071 shares; 2026Q2: 27,071 shares 27,071 $1.45M 0.29% 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: 2,648 shares; 2024Q4: 2,859 shares; 2025Q1: 3,101 shares; 2025Q2: 3,413 shares; 2025Q3: 9,494 shares; 2025Q4: 9,098 shares; 2026Q1: 9,246 shares; 2026Q2: 9,532 shares 9,532 $1.4M 0.28% +286 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,200 shares; 2025Q3: 11,949 shares; 2025Q4: 24,677 shares; 2026Q1: 28,016 shares; 2026Q2: 30,585 shares 30,585 $1.4M 0.28% +2,569 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,914 shares; 2024Q4: 22,055 shares; 2025Q1: 31,532 shares; 2025Q2: 39,538 shares; 2025Q3: 42,960 shares; 2025Q4: 43,297 shares; 2026Q1: 35,361 shares; 2026Q2: 36,456 shares 36,456 $1.38M 0.27% +1,095 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,586 shares; 2024Q4: 52,757 shares; 2025Q1: 51,002 shares; 2025Q2: 51,447 shares; 2025Q3: 47,873 shares; 2025Q4: 61,048 shares; 2026Q1: 58,759 shares; 2026Q2: 57,227 shares 57,227 $1.38M 0.27% -1,532 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 6,483 shares; 2025Q1: 6,339 shares; 2025Q2: 33,310 shares; 2025Q3: 33,346 shares; 2025Q4: 26,423 shares; 2026Q1: 26,458 shares; 2026Q2: 28,722 shares 28,722 $1.37M 0.27% +2,264 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: not reported; 2024Q4: 9,812 shares; 2025Q1: 9,945 shares; 2025Q2: 10,476 shares; 2025Q3: 10,506 shares; 2025Q4: 9,316 shares; 2026Q1: 9,461 shares; 2026Q2: 9,962 shares 9,962 $1.36M 0.27% +501 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,934 shares; 2024Q4: 17,899 shares; 2025Q1: 15,703 shares; 2025Q2: 16,183 shares; 2025Q3: 16,186 shares; 2025Q4: 15,071 shares; 2026Q1: 15,073 shares; 2026Q2: 14,508 shares 14,508 $1.36M 0.27% -565 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,361 shares; 2025Q3: 18,850 shares; 2025Q4: 21,174 shares; 2026Q1: 27,104 shares; 2026Q2: 25,824 shares 25,824 $1.36M 0.27% -1,280 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,293 shares; 2024Q4: 14,647 shares; 2025Q1: 14,347 shares; 2025Q2: 5,757 shares; 2025Q3: 5,772 shares; 2025Q4: 5,787 shares; 2026Q1: 5,853 shares; 2026Q2: 5,727 shares 5,727 $1.36M 0.27% -126 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 14,365 shares 14,365 $1.35M 0.27% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,198 shares; 2026Q2: 30,827 shares 30,827 $1.35M 0.27% +3,629 Timeline USB US BANCORP More: the full row for US BANCORP 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: 22,063 shares; 2026Q1: 22,018 shares; 2026Q2: 22,049 shares 22,049 $1.33M 0.26% +31 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: 2,367 shares; 2024Q4: 2,593 shares; 2025Q1: 3,090 shares; 2025Q2: 2,568 shares; 2025Q3: 2,620 shares; 2025Q4: 2,744 shares; 2026Q1: 2,644 shares; 2026Q2: 15,321 shares 15,321 $1.32M 0.26% +12,677 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,583 shares; 2024Q4: 14,464 shares; 2025Q1: 14,377 shares; 2025Q2: 14,262 shares; 2025Q3: 13,836 shares; 2025Q4: 10,543 shares; 2026Q1: 10,621 shares; 2026Q2: 10,443 shares 10,443 $1.32M 0.26% -178 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; 2024Q3: 11,471 shares; 2024Q4: 12,816 shares; 2025Q1: 12,006 shares; 2025Q2: 12,516 shares; 2025Q3: 12,530 shares; 2025Q4: 12,659 shares; 2026Q1: 13,445 shares; 2026Q2: 13,971 shares 13,971 $1.29M 0.25% +526 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,742 shares; 2024Q4: 8,000 shares; 2025Q1: 7,876 shares; 2025Q2: 7,290 shares; 2025Q3: 7,320 shares; 2025Q4: 7,559 shares; 2026Q1: 7,909 shares; 2026Q2: 8,203 shares 8,203 $1.28M 0.25% +294 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: 2,188 shares; 2024Q4: 2,246 shares; 2025Q1: 2,220 shares; 2025Q2: 2,684 shares; 2025Q3: 2,978 shares; 2025Q4: 9,577 shares; 2026Q1: 9,483 shares; 2026Q2: 9,401 shares 9,401 $1.27M 0.25% -82 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: 4,179 shares; 2024Q4: 3,924 shares; 2025Q1: 4,098 shares; 2025Q2: 3,493 shares; 2025Q3: 3,574 shares; 2025Q4: 3,485 shares; 2026Q1: 3,793 shares; 2026Q2: 3,583 shares 3,583 $1.27M 0.25% -210 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: 2,591 shares; 2024Q4: 2,700 shares; 2025Q1: 2,346 shares; 2025Q2: 1,976 shares; 2025Q3: 1,978 shares; 2025Q4: 1,864 shares; 2026Q1: 1,940 shares; 2026Q2: 1,841 shares 1,841 $1.26M 0.25% -99 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,719 shares; 2025Q2: 10,062 shares; 2025Q3: 11,050 shares; 2025Q4: 11,903 shares; 2026Q1: 15,001 shares; 2026Q2: 18,090 shares 18,090 $1.26M 0.25% +3,089 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,219 shares; 2025Q2: 14,391 shares; 2025Q3: 16,024 shares; 2025Q4: 17,601 shares; 2026Q1: 18,448 shares; 2026Q2: 20,981 shares 20,981 $1.25M 0.25% +2,533 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,997 shares; 2024Q4: 4,487 shares; 2025Q1: 5,591 shares; 2025Q2: 5,916 shares; 2025Q3: 5,806 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,554 shares 9,554 $1.25M 0.25% new 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: 3,331 shares; 2024Q4: 10,953 shares; 2025Q1: 21,667 shares; 2025Q2: 27,703 shares; 2025Q3: 29,612 shares; 2025Q4: 27,961 shares; 2026Q1: 28,645 shares; 2026Q2: 39,151 shares 39,151 $1.24M 0.24% +10,506 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,520 shares; 2025Q3: 8,296 shares; 2025Q4: 19,195 shares; 2026Q1: 25,861 shares; 2026Q2: 30,088 shares 30,088 $1.24M 0.24% +4,227 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,661 shares; 2025Q1: 13,351 shares; 2025Q2: 20,596 shares; 2025Q3: 21,878 shares; 2025Q4: 23,219 shares; 2026Q1: 26,084 shares; 2026Q2: 29,719 shares 29,719 $1.21M 0.24% +3,635 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,368 shares; 2024Q4: 8,704 shares; 2025Q1: 8,767 shares; 2025Q2: 9,172 shares; 2025Q3: 9,798 shares; 2025Q4: 3,918 shares; 2026Q1: 4,042 shares; 2026Q2: 4,762 shares 4,762 $1.2M 0.24% +720 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: 44,529 shares; 2024Q4: 41,363 shares; 2025Q1: 48,437 shares; 2025Q2: 53,664 shares; 2025Q3: 53,667 shares; 2025Q4: 49,862 shares; 2026Q1: 48,941 shares; 2026Q2: 49,663 shares 49,663 $1.2M 0.24% +722 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: 11,429 shares; 2024Q4: 11,454 shares; 2025Q1: 9,899 shares; 2025Q2: 9,867 shares; 2025Q3: 10,757 shares; 2025Q4: 11,456 shares; 2026Q1: 11,598 shares; 2026Q2: 12,378 shares 12,378 $1.2M 0.24% +780 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,053 shares; 2025Q2: 9,713 shares; 2025Q3: 9,868 shares; 2025Q4: 9,267 shares; 2026Q1: 9,689 shares; 2026Q2: 8,486 shares 8,486 $1.18M 0.23% -1,203 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,045 shares; 2024Q4: 21,365 shares; 2025Q1: 21,280 shares; 2025Q2: 21,722 shares; 2025Q3: 8,390 shares; 2025Q4: 8,204 shares; 2026Q1: 8,478 shares; 2026Q2: 8,431 shares 8,431 $1.18M 0.23% -47 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: 8,301 shares; 2025Q1: 4,549 shares; 2025Q2: 5,170 shares; 2025Q3: 5,204 shares; 2025Q4: 6,649 shares; 2026Q1: 7,631 shares; 2026Q2: 7,276 shares 7,276 $1.18M 0.23% -355 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932 shares; 2024Q4: 16,933 shares; 2025Q1: 49,774 shares; 2025Q2: 42,778 shares; 2025Q3: 38,694 shares; 2025Q4: 35,252 shares; 2026Q1: 33,318 shares; 2026Q2: 34,671 shares 34,671 $1.17M 0.23% +1,353 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 3,107 shares; 2025Q4: 6,631 shares; 2026Q1: 7,961 shares; 2026Q2: 8,262 shares 8,262 $1.17M 0.23% +301 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,481 shares; 2025Q1: 6,614 shares; 2025Q2: 8,224 shares; 2025Q3: 8,270 shares; 2025Q4: 8,482 shares; 2026Q1: 9,633 shares; 2026Q2: 10,036 shares 10,036 $1.17M 0.23% +403 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,591 shares; 2024Q4: 26,496 shares; 2025Q1: 24,188 shares; 2025Q2: 15,045 shares; 2025Q3: 14,673 shares; 2025Q4: 14,269 shares; 2026Q1: 14,205 shares; 2026Q2: 14,147 shares 14,147 $1.16M 0.23% -58 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,438 shares; 2024Q4: 5,454 shares; 2025Q1: 5,227 shares; 2025Q2: 4,710 shares; 2025Q3: 4,633 shares; 2025Q4: 4,600 shares; 2026Q1: 4,610 shares; 2026Q2: 4,746 shares 4,746 $1.15M 0.23% +136 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO 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: 10,224 shares; 2026Q2: 10,224 shares 10,224 $1.15M 0.23% 0 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: 12,250 shares; 2024Q4: 9,250 shares; 2025Q1: 8,642 shares; 2025Q2: 10,842 shares; 2025Q3: 10,842 shares; 2025Q4: 8,642 shares; 2026Q1: 26,667 shares; 2026Q2: 26,538 shares 26,538 $1.14M 0.22% -129 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,200 shares; 2025Q1: 1,829 shares; 2025Q2: 3,377 shares; 2025Q3: 3,128 shares; 2025Q4: 2,801 shares; 2026Q1: 2,891 shares; 2026Q2: 3,055 shares 3,055 $1.14M 0.22% +164 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: 5,919 shares; 2024Q4: 8,099 shares; 2025Q1: 10,261 shares; 2025Q2: 13,087 shares; 2025Q3: 18,158 shares; 2025Q4: 19,319 shares; 2026Q1: 21,942 shares; 2026Q2: 21,770 shares 21,770 $1.14M 0.22% -172 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,519 shares; 2024Q4: 15,899 shares; 2025Q1: 15,540 shares; 2025Q2: 16,629 shares; 2025Q3: 17,556 shares; 2025Q4: 18,015 shares; 2026Q1: 14,975 shares; 2026Q2: 12,640 shares 12,640 $1.14M 0.22% -2,335 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,832 shares; 2025Q3: 15,784 shares; 2025Q4: 16,311 shares; 2026Q1: 16,937 shares; 2026Q2: 21,036 shares 21,036 $1.11M 0.22% +4,099 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: 1,848 shares; 2024Q4: 1,852 shares; 2025Q1: 1,832 shares; 2025Q2: 1,597 shares; 2025Q3: 1,601 shares; 2025Q4: 1,586 shares; 2026Q1: 1,589 shares; 2026Q2: 1,562 shares 1,562 $1.1M 0.22% -27 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,565 shares; 2024Q4: 5,680 shares; 2025Q1: 5,703 shares; 2025Q2: 4,724 shares; 2025Q3: 4,682 shares; 2025Q4: 9,365 shares; 2026Q1: 9,337 shares; 2026Q2: 9,343 shares 9,343 $1.1M 0.22% +6 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,139 shares; 2024Q4: 22,938 shares; 2025Q1: 19,525 shares; 2025Q2: 27,829 shares; 2025Q3: 25,377 shares; 2025Q4: 23,972 shares; 2026Q1: 19,488 shares; 2026Q2: 14,297 shares 14,297 $1.09M 0.22% -5,191 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: 26,740 shares; 2026Q2: 29,721 shares 29,721 $1.09M 0.21% +2,981 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 9,854 shares; 2025Q1: 23,748 shares; 2025Q2: 20,361 shares; 2025Q3: 17,507 shares; 2025Q4: 15,543 shares; 2026Q1: 14,388 shares; 2026Q2: 13,946 shares 13,946 $1.08M 0.21% -442 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,185 shares; 2025Q3: 18,774 shares; 2025Q4: 21,739 shares; 2026Q1: 25,251 shares; 2026Q2: 21,340 shares 21,340 $1.08M 0.21% -3,911 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,707 shares; 2026Q2: 8,699 shares 8,699 $1.06M 0.21% -8 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: 723 shares; 2024Q4: 725 shares; 2025Q1: 724 shares; 2025Q2: 746 shares; 2025Q3: 660 shares; 2025Q4: 650 shares; 2026Q1: 2,079 shares; 2026Q2: 2,064 shares 2,064 $1.05M 0.21% -15 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES 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: 6,288 shares; 2025Q4: 8,673 shares; 2026Q1: 12,162 shares; 2026Q2: 13,892 shares 13,892 $1.05M 0.21% +1,730 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,722 shares; 2024Q4: 9,782 shares; 2025Q1: 9,782 shares; 2025Q2: 9,782 shares; 2025Q3: 9,782 shares; 2025Q4: 9,811 shares; 2026Q1: 9,831 shares; 2026Q2: 10,556 shares 10,556 $1.04M 0.21% +725 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,637 shares; 2026Q2: 13,658 shares 13,658 $1.04M 0.2% +2,021 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,415 shares; 2024Q4: 10,273 shares; 2025Q1: 9,320 shares; 2025Q2: 9,423 shares; 2025Q3: 9,431 shares; 2025Q4: 9,389 shares; 2026Q1: 9,396 shares; 2026Q2: 9,402 shares 9,402 $1.04M 0.2% +6 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,748 shares; 2024Q4: 11,040 shares; 2025Q1: 23,833 shares; 2025Q2: 32,244 shares; 2025Q3: 22,998 shares; 2025Q4: 20,733 shares; 2026Q1: 21,225 shares; 2026Q2: 21,162 shares 21,162 $1.01M 0.2% -63 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,830 shares; 2024Q4: 22,792 shares; 2025Q1: 24,961 shares; 2025Q2: 24,961 shares; 2025Q3: 24,961 shares; 2025Q4: 22,285 shares; 2026Q1: 22,285 shares; 2026Q2: 22,285 shares 22,285 $989K 0.19% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO 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: 20,394 shares; 2026Q2: 20,410 shares 20,410 $980K 0.19% +16 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: 5,526 shares; 2024Q4: 5,661 shares; 2025Q1: 7,552 shares; 2025Q2: 7,780 shares; 2025Q3: 6,563 shares; 2025Q4: 5,903 shares; 2026Q1: 6,567 shares; 2026Q2: 6,563 shares 6,563 $973K 0.19% -4 Timeline XTEN 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: 8,414 shares; 2025Q2: 19,956 shares; 2025Q3: 21,214 shares; 2025Q4: 22,069 shares; 2026Q1: 26,251 shares; 2026Q2: 21,258 shares 21,258 $969K 0.19% -4,993 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,634 shares; 2024Q4: 15,938 shares; 2025Q1: 17,564 shares; 2025Q2: 17,544 shares; 2025Q3: 17,547 shares; 2025Q4: 17,747 shares; 2026Q1: 18,028 shares; 2026Q2: 18,056 shares 18,056 $968K 0.19% +28 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,505 shares; 2026Q1: 8,475 shares; 2026Q2: 8,475 shares 8,475 $964K 0.19% 0 Timeline FPEI 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: 32,935 shares; 2024Q4: 45,196 shares; 2025Q1: 58,531 shares; 2025Q2: 70,163 shares; 2025Q3: 69,839 shares; 2025Q4: 87,462 shares; 2026Q1: 51,055 shares; 2026Q2: 49,408 shares 49,408 $953K 0.19% -1,647 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,254 shares; 2026Q1: 16,691 shares; 2026Q2: 20,898 shares 20,898 $942K 0.19% +4,207 Timeline BJUN 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: 11,405 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 19,015 shares; 2025Q3: 19,015 shares; 2025Q4: 19,015 shares; 2026Q1: 19,015 shares; 2026Q2: 19,015 shares 19,015 $926K 0.18% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,113 shares; 2026Q1: 1,196 shares; 2026Q2: 1,267 shares 1,267 $916K 0.18% +71 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,071 shares; 2024Q4: 5,474 shares; 2025Q1: 5,252 shares; 2025Q2: 6,725 shares; 2025Q3: 20,479 shares; 2025Q4: 19,522 shares; 2026Q1: 6,631 shares; 2026Q2: 7,120 shares 7,120 $915K 0.18% +489 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,197 shares; 2025Q1: 1,204 shares; 2025Q2: 1,934 shares; 2025Q3: 2,640 shares; 2025Q4: 2,048 shares; 2026Q1: 2,225 shares; 2026Q2: 2,132 shares 2,132 $908K 0.18% -93 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,279 shares; 2026Q1: 5,396 shares; 2026Q2: 5,376 shares 5,376 $902K 0.18% -20 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,055 shares; 2025Q3: 2,170 shares; 2025Q4: 2,396 shares; 2026Q1: 2,585 shares; 2026Q2: 2,682 shares 2,682 $898K 0.18% +97 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,173 shares; 2024Q4: 7,716 shares; 2025Q1: 6,989 shares; 2025Q2: 7,604 shares; 2025Q3: 7,590 shares; 2025Q4: 7,717 shares; 2026Q1: 8,687 shares; 2026Q2: 9,478 shares 9,478 $896K 0.18% +791 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,013 shares; 2024Q4: 29,646 shares; 2025Q1: 29,224 shares; 2025Q2: 48,785 shares; 2025Q3: 51,322 shares; 2025Q4: 33,369 shares; 2026Q1: 34,398 shares; 2026Q2: 43,180 shares 43,180 $894K 0.18% +8,782 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,860 shares; 2024Q4: 8,667 shares; 2025Q1: 14,984 shares; 2025Q2: 12,650 shares; 2025Q3: 11,430 shares; 2025Q4: 10,316 shares; 2026Q1: 9,625 shares; 2026Q2: 9,300 shares 9,300 $889K 0.18% -325 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,545 shares; 2025Q4: not reported; 2026Q1: 11,122 shares; 2026Q2: 18,162 shares 18,162 $888K 0.17% +7,040 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 8,461 shares; 2026Q1: 11,087 shares; 2026Q2: 9,177 shares 9,177 $885K 0.17% -1,910 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,729 shares; 2024Q4: 8,936 shares; 2025Q1: 9,007 shares; 2025Q2: 10,695 shares; 2025Q3: 10,990 shares; 2025Q4: 9,463 shares; 2026Q1: 9,228 shares; 2026Q2: 9,174 shares 9,174 $883K 0.17% -54 Timeline JHPI 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; 2024Q3: 34,844 shares; 2024Q4: 35,763 shares; 2025Q1: 36,121 shares; 2025Q2: 36,646 shares; 2025Q3: 37,092 shares; 2025Q4: 37,833 shares; 2026Q1: 38,156 shares; 2026Q2: 38,712 shares 38,712 $879K 0.17% +556 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,806 shares; 2024Q4: 9,381 shares; 2025Q1: 10,691 shares; 2025Q2: 10,914 shares; 2025Q3: 11,425 shares; 2025Q4: 11,758 shares; 2026Q1: 9,984 shares; 2026Q2: 9,963 shares 9,963 $876K 0.17% -21 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,115 shares; 2026Q1: 4,144 shares; 2026Q2: 3,942 shares 3,942 $869K 0.17% -202 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: 8,438 shares; 2024Q4: 8,154 shares; 2025Q1: 8,628 shares; 2025Q2: 8,703 shares; 2025Q3: 3,180 shares; 2025Q4: 3,242 shares; 2026Q1: 3,394 shares; 2026Q2: 3,375 shares 3,375 $857K 0.17% -19 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,183 shares; 2026Q2: 46,958 shares 46,958 $840K 0.17% -225 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,249 shares; 2026Q1: 1,389 shares; 2026Q2: 1,445 shares 1,445 $839K 0.17% +56 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,280 shares; 2026Q2: 36,803 shares 36,803 $838K 0.17% +6,523 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: 272 shares; 2024Q4: 280 shares; 2025Q1: 372 shares; 2025Q2: 435 shares; 2025Q3: 474 shares; 2025Q4: 639 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $838K 0.16% 0 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: 20,476 shares; 2024Q4: 20,476 shares; 2025Q1: 20,476 shares; 2025Q2: 18,656 shares; 2025Q3: 18,656 shares; 2025Q4: 18,656 shares; 2026Q1: 18,356 shares; 2026Q2: 18,356 shares 18,356 $838K 0.16% 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; 2024Q3: 10,158 shares; 2024Q4: 9,709 shares; 2025Q1: 11,038 shares; 2025Q2: 10,336 shares; 2025Q3: 10,359 shares; 2025Q4: 10,047 shares; 2026Q1: 11,883 shares; 2026Q2: 11,646 shares 11,646 $830K 0.16% -237 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 5,105 shares; 2025Q3: 5,050 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares 4,925 $830K 0.16% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,560 shares; 2024Q4: 8,156 shares; 2025Q1: 9,455 shares; 2025Q2: 10,308 shares; 2025Q3: 10,411 shares; 2025Q4: 9,911 shares; 2026Q1: 9,820 shares; 2026Q2: 10,240 shares 10,240 $828K 0.16% +420 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: 17,721 shares; 2024Q4: 16,391 shares; 2025Q1: 16,391 shares; 2025Q2: 15,186 shares; 2025Q3: 23,936 shares; 2025Q4: 20,406 shares; 2026Q1: 19,761 shares; 2026Q2: 17,836 shares 17,836 $821K 0.16% -1,925 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: 4,141 shares; 2024Q4: 5,812 shares; 2025Q1: 7,288 shares; 2025Q2: 10,288 shares; 2025Q3: 11,487 shares; 2025Q4: 12,908 shares; 2026Q1: 11,482 shares; 2026Q2: 10,772 shares 10,772 $813K 0.16% -710 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,845 shares; 2025Q1: 1,966 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares; 2025Q4: 1,673 shares; 2026Q1: 1,736 shares; 2026Q2: 2,179 shares 2,179 $797K 0.16% +443 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,229 shares; 2025Q2: 7,373 shares; 2025Q3: 7,272 shares; 2025Q4: 6,927 shares; 2026Q1: 7,163 shares; 2026Q2: 7,179 shares 7,179 $788K 0.16% +16 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: 11,255 shares; 2024Q4: 11,502 shares; 2025Q1: 9,918 shares; 2025Q2: 10,046 shares; 2025Q3: 9,977 shares; 2025Q4: 7,947 shares; 2026Q1: 7,863 shares; 2026Q2: 8,139 shares 8,139 $785K 0.15% +276 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,614 shares; 2025Q1: 1,644 shares; 2025Q2: 1,880 shares; 2025Q3: 2,257 shares; 2025Q4: 2,177 shares; 2026Q1: 2,154 shares; 2026Q2: 2,211 shares 2,211 $780K 0.15% +57 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: not reported; 2025Q2: 14,838 shares; 2025Q3: 16,111 shares; 2025Q4: 17,442 shares; 2026Q1: 21,810 shares; 2026Q2: 18,046 shares 18,046 $778K 0.15% -3,764 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,292 shares; 2024Q4: 4,388 shares; 2025Q1: 4,783 shares; 2025Q2: 5,974 shares; 2025Q3: 5,554 shares; 2025Q4: 5,079 shares; 2026Q1: 5,170 shares; 2026Q2: 5,308 shares 5,308 $778K 0.15% +138 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 9,511 shares; 2025Q1: 9,639 shares; 2025Q2: 10,399 shares; 2025Q3: 10,517 shares; 2025Q4: 10,971 shares; 2026Q1: 10,983 shares; 2026Q2: 11,031 shares 11,031 $767K 0.15% +48 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,445 shares; 2024Q4: 22,464 shares; 2025Q1: 5,687 shares; 2025Q2: 5,395 shares; 2025Q3: 6,985 shares; 2025Q4: 6,364 shares; 2026Q1: 6,716 shares; 2026Q2: 6,507 shares 6,507 $764K 0.15% -209 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,168 shares; 2024Q4: 24,647 shares; 2025Q1: 20,995 shares; 2025Q2: 21,009 shares; 2025Q3: 20,720 shares; 2025Q4: 20,205 shares; 2026Q1: 20,427 shares; 2026Q2: 20,443 shares 20,443 $762K 0.15% +16 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,916 shares; 2025Q4: 3,798 shares; 2026Q1: 4,194 shares; 2026Q2: 4,601 shares 4,601 $761K 0.15% +407 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,736 shares; 2024Q4: 9,256 shares; 2025Q1: 10,277 shares; 2025Q2: 10,277 shares; 2025Q3: 10,288 shares; 2025Q4: 9,888 shares; 2026Q1: 9,888 shares; 2026Q2: 9,721 shares 9,721 $760K 0.15% -167 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,514 shares; 2024Q4: 12,437 shares; 2025Q1: 21,183 shares; 2025Q2: 18,203 shares; 2025Q3: 17,095 shares; 2025Q4: 15,207 shares; 2026Q1: 14,127 shares; 2026Q2: 13,798 shares 13,798 $748K 0.15% -329 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,163 shares; 2024Q4: 4,178 shares; 2025Q1: 4,116 shares; 2025Q2: 3,915 shares; 2025Q3: 3,992 shares; 2025Q4: 4,064 shares; 2026Q1: 4,069 shares; 2026Q2: 4,030 shares 4,030 $747K 0.15% -39 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,075 shares; 2026Q2: 26,822 shares 26,822 $720K 0.14% +747 Timeline BNOV 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: 11,131 shares; 2024Q4: 12,344 shares; 2025Q1: 12,294 shares; 2025Q2: 12,294 shares; 2025Q3: 12,044 shares; 2025Q4: 16,314 shares; 2026Q1: 14,934 shares; 2026Q2: 14,934 shares 14,934 $714K 0.14% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,451 shares; 2024Q4: 5,980 shares; 2025Q1: 4,905 shares; 2025Q2: 4,320 shares; 2025Q3: 4,665 shares; 2025Q4: 4,525 shares; 2026Q1: 6,913 shares; 2026Q2: 8,904 shares 8,904 $694K 0.14% +1,991 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,651 shares; 2026Q2: 22,737 shares 22,737 $692K 0.14% +5,086 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: 719 shares; 2024Q4: 730 shares; 2025Q1: 804 shares; 2025Q2: 975 shares; 2025Q3: 916 shares; 2025Q4: 675 shares; 2026Q1: 765 shares; 2026Q2: 739 shares 739 $692K 0.14% -26 Timeline PJFV PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,955 shares; 2025Q2: 8,156 shares; 2025Q3: 7,674 shares; 2025Q4: 7,003 shares; 2026Q1: 7,003 shares; 2026Q2: 7,003 shares 7,003 $689K 0.14% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,037 shares; 2024Q4: 6,455 shares; 2025Q1: 6,485 shares; 2025Q2: 6,508 shares; 2025Q3: 6,487 shares; 2025Q4: 6,459 shares; 2026Q1: 6,639 shares; 2026Q2: 6,990 shares 6,990 $687K 0.14% +351 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: 5,328 shares; 2025Q1: 5,555 shares; 2025Q2: 5,554 shares; 2025Q3: 5,569 shares; 2025Q4: 6,098 shares; 2026Q1: 6,328 shares; 2026Q2: 6,340 shares 6,340 $679K 0.13% +12 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,498 shares; 2026Q2: 1,561 shares 1,561 $674K 0.13% +63 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,529 shares; 2024Q4: 34,128 shares; 2025Q1: 37,524 shares; 2025Q2: 38,277 shares; 2025Q3: 35,975 shares; 2025Q4: 37,985 shares; 2026Q1: 40,029 shares; 2026Q2: 40,298 shares 40,298 $673K 0.13% +269 Timeline VDC 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: 3,465 shares; 2024Q4: 2,980 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares; 2026Q2: 2,983 shares 2,983 $673K 0.13% +1 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,544 shares; 2025Q1: 9,266 shares; 2025Q2: 7,516 shares; 2025Q3: 6,974 shares; 2025Q4: 13,210 shares; 2026Q1: 12,817 shares; 2026Q2: 12,595 shares 12,595 $669K 0.13% -222 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,224 shares; 2024Q4: 7,241 shares; 2025Q1: 7,252 shares; 2025Q2: 7,267 shares; 2025Q3: 7,278 shares; 2025Q4: 7,290 shares; 2026Q1: 7,299 shares; 2026Q2: 7,970 shares 7,970 $662K 0.13% +671 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $657K 0.13% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,277 shares; 2025Q2: 2,423 shares; 2025Q3: 2,852 shares; 2025Q4: 2,599 shares; 2026Q1: 2,631 shares; 2026Q2: 2,661 shares 2,661 $655K 0.13% +30 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 7,611 shares; 2025Q1: 7,564 shares; 2025Q2: 8,552 shares; 2025Q3: 10,488 shares; 2025Q4: 10,515 shares; 2026Q1: 10,714 shares; 2026Q2: 11,445 shares 11,445 $652K 0.13% +731 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,879 shares; 2024Q4: 65,935 shares; 2025Q1: 64,357 shares; 2025Q2: 92,209 shares; 2025Q3: 91,102 shares; 2025Q4: 62,648 shares; 2026Q1: 60,266 shares; 2026Q2: 61,266 shares 61,266 $643K 0.13% +1,000 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,534 shares; 2024Q4: 22,580 shares; 2025Q1: 21,096 shares; 2025Q2: 20,108 shares; 2025Q3: 20,054 shares; 2025Q4: 17,919 shares; 2026Q1: 17,013 shares; 2026Q2: 14,313 shares 14,313 $637K 0.13% -2,700 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,770 shares; 2025Q3: 14,770 shares; 2025Q4: 14,770 shares; 2026Q1: 14,770 shares; 2026Q2: 14,770 shares 14,770 $636K 0.13% 0 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,456 shares; 2026Q2: 19,345 shares 19,345 $622K 0.12% -111 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: 1,558 shares; 2025Q2: 1,486 shares; 2025Q3: 1,478 shares; 2025Q4: 1,412 shares; 2026Q1: 1,413 shares; 2026Q2: 7,047 shares 7,047 $619K 0.12% +5,634 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,395 shares; 2024Q4: 2,382 shares; 2025Q1: 3,036 shares; 2025Q2: 3,074 shares; 2025Q3: 3,081 shares; 2025Q4: 3,093 shares; 2026Q1: 3,088 shares; 2026Q2: 3,094 shares 3,094 $611K 0.12% +6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,781 shares; 2025Q2: 1,904 shares; 2025Q3: 1,876 shares; 2025Q4: 1,683 shares; 2026Q1: 4,186 shares; 2026Q2: 22,306 shares 22,306 $611K 0.12% +18,120 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,834 shares; 2024Q4: 14,336 shares; 2025Q1: 14,778 shares; 2025Q2: 12,339 shares; 2025Q3: 12,468 shares; 2025Q4: 10,979 shares; 2026Q1: 13,776 shares; 2026Q2: 16,009 shares 16,009 $607K 0.12% +2,233 Timeline VYMI 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: 3,603 shares; 2024Q4: 3,275 shares; 2025Q1: 4,070 shares; 2025Q2: 5,671 shares; 2025Q3: 5,822 shares; 2025Q4: 5,825 shares; 2026Q1: 5,898 shares; 2026Q2: 6,172 shares 6,172 $606K 0.12% +274 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 548 shares; 2025Q4: 444 shares; 2026Q1: 484 shares; 2026Q2: 515 shares 515 $605K 0.12% +31 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,742 shares; 2025Q4: 1,268 shares; 2026Q1: 1,293 shares; 2026Q2: 1,379 shares 1,379 $597K 0.12% +86 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,767 shares; 2025Q1: 13,256 shares; 2025Q2: 14,628 shares; 2025Q3: 15,874 shares; 2025Q4: 18,076 shares; 2026Q1: 18,410 shares; 2026Q2: 21,864 shares 21,864 $596K 0.12% +3,454 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,075 shares; 2025Q4: 4,640 shares; 2026Q1: 8,071 shares; 2026Q2: 9,804 shares 9,804 $585K 0.12% +1,733 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: 2,247 shares; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,175 shares; 2025Q4: 2,027 shares; 2026Q1: 2,027 shares; 2026Q2: 2,013 shares 2,013 $585K 0.12% -14 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,905 shares; 2025Q4: 19,234 shares; 2026Q1: 19,234 shares; 2026Q2: 19,234 shares 19,234 $578K 0.11% 0 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: 10,461 shares; 2026Q2: 11,381 shares 11,381 $573K 0.11% +920 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,526 shares; 2025Q3: 13,805 shares; 2025Q4: 15,129 shares; 2026Q1: 14,684 shares; 2026Q2: 22,223 shares 22,223 $572K 0.11% +7,539 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 12,526 shares; 2025Q3: 24,111 shares; 2025Q4: 25,713 shares; 2026Q1: 9,253 shares; 2026Q2: 9,255 shares 9,255 $567K 0.11% +2 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: 5,212 shares; 2024Q4: 5,681 shares; 2025Q1: 8,061 shares; 2025Q2: 15,820 shares; 2025Q3: 15,152 shares; 2025Q4: 15,460 shares; 2026Q1: 6,711 shares; 2026Q2: 6,821 shares 6,821 $565K 0.11% +110 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: 15,706 shares; 2024Q4: 16,336 shares; 2025Q1: 13,726 shares; 2025Q2: 14,706 shares; 2025Q3: 14,658 shares; 2025Q4: 12,956 shares; 2026Q1: 11,890 shares; 2026Q2: 11,642 shares 11,642 $562K 0.11% -248 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: 1,628 shares; 2024Q4: 1,440 shares; 2025Q1: 1,312 shares; 2025Q2: 1,594 shares; 2025Q3: 1,605 shares; 2025Q4: 1,594 shares; 2026Q1: 1,564 shares; 2026Q2: 1,515 shares 1,515 $561K 0.11% -49 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 877 shares 877 $560K 0.11% -94 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,431 shares; 2025Q4: not reported; 2026Q1: 2,508 shares; 2026Q2: 6,062 shares 6,062 $556K 0.11% +3,554 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,408 shares; 2026Q2: 14,695 shares 14,695 $551K 0.11% +4,287 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,211 shares; 2024Q4: 4,703 shares; 2025Q1: 4,983 shares; 2025Q2: 4,173 shares; 2025Q3: 4,180 shares; 2025Q4: 4,297 shares; 2026Q1: 4,289 shares; 2026Q2: 4,096 shares 4,096 $551K 0.11% -193 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,459 shares; 2026Q2: 1,611 shares 1,611 $549K 0.11% +152 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,337 shares; 2024Q4: 21,689 shares; 2025Q1: 22,451 shares; 2025Q2: 25,173 shares; 2025Q3: 25,543 shares; 2025Q4: 19,078 shares; 2026Q1: 17,282 shares; 2026Q2: 12,774 shares 12,774 $546K 0.11% -4,508 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: 5,645 shares; 2024Q4: 9,045 shares; 2025Q1: 9,045 shares; 2025Q2: 9,045 shares; 2025Q3: 10,764 shares; 2025Q4: 10,764 shares; 2026Q1: 10,764 shares; 2026Q2: 9,664 shares 9,664 $546K 0.11% -1,100 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 1,398 shares; 2025Q1: 1,570 shares; 2025Q2: 2,172 shares; 2025Q3: 2,253 shares; 2025Q4: 2,152 shares; 2026Q1: 2,169 shares; 2026Q2: 1,938 shares 1,938 $545K 0.11% -231 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,515 shares; 2024Q4: 22,887 shares; 2025Q1: 23,539 shares; 2025Q2: 25,295 shares; 2025Q3: 25,122 shares; 2025Q4: 26,082 shares; 2026Q1: 26,542 shares; 2026Q2: 26,258 shares 26,258 $540K 0.11% -284 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,676 shares; 2024Q4: 15,676 shares; 2025Q1: 15,676 shares; 2025Q2: 15,676 shares; 2025Q3: 15,676 shares; 2025Q4: 15,676 shares; 2026Q1: 15,676 shares; 2026Q2: 15,676 shares 15,676 $539K 0.11% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,931 shares; 2026Q1: 10,024 shares; 2026Q2: 10,337 shares 10,337 $538K 0.11% +313 Timeline BDEC 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: 13,233 shares; 2024Q4: 15,495 shares; 2025Q1: 15,635 shares; 2025Q2: 15,635 shares; 2025Q3: 15,178 shares; 2025Q4: 11,435 shares; 2026Q1: 11,435 shares; 2026Q2: 10,064 shares 10,064 $535K 0.11% -1,371 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares; 2026Q2: 2,778 shares 2,778 $533K 0.1% +850 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 992 shares; 2025Q1: 978 shares; 2025Q2: 1,024 shares; 2025Q3: 1,035 shares; 2025Q4: 1,008 shares; 2026Q1: 1,049 shares; 2026Q2: 1,041 shares 1,041 $531K 0.1% -8 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,287 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,004 shares; 2025Q3: 1,021 shares; 2025Q4: 1,028 shares; 2026Q1: 1,065 shares; 2026Q2: 1,107 shares 1,107 $529K 0.1% +42 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,971 shares; 2026Q1: 3,378 shares; 2026Q2: 6,162 shares 6,162 $527K 0.1% +2,784 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,660 shares; 2025Q3: 9,660 shares; 2025Q4: 9,660 shares; 2026Q1: 9,560 shares; 2026Q2: 8,872 shares 8,872 $525K 0.1% -688 Timeline QFLR 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: 13,417 shares; 2024Q4: 14,184 shares; 2025Q1: 14,033 shares; 2025Q2: 14,396 shares; 2025Q3: 12,801 shares; 2025Q4: 13,312 shares; 2026Q1: 13,869 shares; 2026Q2: 14,206 shares 14,206 $518K 0.1% +337 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,201 shares; 2024Q4: 7,201 shares; 2025Q1: 2,233 shares; 2025Q2: 11,834 shares; 2025Q3: 11,385 shares; 2025Q4: 2,234 shares; 2026Q1: 2,337 shares; 2026Q2: 1,952 shares 1,952 $518K 0.1% -385 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,765 shares; 2024Q4: 18,372 shares; 2025Q1: 25,361 shares; 2025Q2: 19,159 shares; 2025Q3: 15,938 shares; 2025Q4: 13,731 shares; 2026Q1: 12,363 shares; 2026Q2: 11,831 shares 11,831 $514K 0.1% -532 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,765 shares; 2024Q4: 21,912 shares; 2025Q1: 15,927 shares; 2025Q2: 12,692 shares; 2025Q3: 12,108 shares; 2025Q4: 11,444 shares; 2026Q1: 10,995 shares; 2026Q2: 9,865 shares 9,865 $510K 0.1% -1,130 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,285 shares; 2025Q1: 1,378 shares; 2025Q2: 1,421 shares; 2025Q3: 1,418 shares; 2025Q4: 8,008 shares; 2026Q1: 8,280 shares; 2026Q2: 7,138 shares 7,138 $510K 0.1% -1,142 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,068 shares; 2024Q4: 24,003 shares; 2025Q1: 23,881 shares; 2025Q2: 24,563 shares; 2025Q3: 24,545 shares; 2025Q4: 23,465 shares; 2026Q1: 23,035 shares; 2026Q2: 23,126 shares 23,126 $507K 0.1% +91 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 2,494 shares; 2025Q3: 1,553 shares; 2025Q4: 1,468 shares; 2026Q1: 1,504 shares; 2026Q2: 1,474 shares 1,474 $505K 0.1% -30 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,366 shares; 2025Q3: 6,366 shares; 2025Q4: 6,046 shares; 2026Q1: 5,576 shares; 2026Q2: 5,576 shares 5,576 $502K 0.1% 0 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,348 shares; 2026Q1: 6,537 shares; 2026Q2: 7,212 shares 7,212 $492K 0.1% +675 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,770 shares; 2025Q2: 5,647 shares; 2025Q3: 5,292 shares; 2025Q4: 5,501 shares; 2026Q1: 5,231 shares; 2026Q2: 4,810 shares 4,810 $489K 0.1% -421 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: 6,024 shares; 2024Q4: 11,624 shares; 2025Q1: 11,624 shares; 2025Q2: 12,787 shares; 2025Q3: 12,787 shares; 2025Q4: 13,212 shares; 2026Q1: 13,212 shares; 2026Q2: 10,612 shares 10,612 $487K 0.1% -2,600 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 19,858 shares; 2025Q4: not reported; 2026Q1: 37,325 shares; 2026Q2: 41,917 shares 41,917 $485K 0.1% +4,592 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,469 shares; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,474 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,484 shares; 2026Q2: 2,487 shares 2,487 $484K 0.1% +3 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares; 2026Q1: 9,194 shares; 2026Q2: 10,541 shares 10,541 $484K 0.1% +1,347 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,157 shares; 2024Q4: 5,107 shares; 2025Q1: 5,323 shares; 2025Q2: 5,442 shares; 2025Q3: 5,442 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares; 2026Q2: 5,009 shares 5,009 $481K 0.09% -78 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,613 shares; 2024Q4: 10,299 shares; 2025Q1: 8,764 shares; 2025Q2: 6,803 shares; 2025Q3: 6,387 shares; 2025Q4: 6,192 shares; 2026Q1: 6,052 shares; 2026Q2: 5,828 shares 5,828 $480K 0.09% -224 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,906 shares; 2025Q1: 1,886 shares; 2025Q2: 1,797 shares; 2025Q3: 1,898 shares; 2025Q4: 1,792 shares; 2026Q1: 1,780 shares; 2026Q2: 1,602 shares 1,602 $479K 0.09% -178 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,133 shares; 2024Q4: 3,178 shares; 2025Q1: 3,092 shares; 2025Q2: 4,241 shares; 2025Q3: 11,800 shares; 2025Q4: 11,570 shares; 2026Q1: 3,497 shares; 2026Q2: 3,522 shares 3,522 $477K 0.09% +25 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,213 shares; 2025Q4: not reported; 2026Q1: 1,766 shares; 2026Q2: 1,859 shares 1,859 $475K 0.09% +93 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,495 shares; 2026Q2: 9,103 shares 9,103 $467K 0.09% +4,608 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: 769 shares; 2024Q4: 773 shares; 2025Q1: 861 shares; 2025Q2: 978 shares; 2025Q3: 1,130 shares; 2025Q4: 1,205 shares; 2026Q1: 1,249 shares; 2026Q2: 1,274 shares 1,274 $461K 0.09% +25 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,944 shares; 2025Q2: 2,054 shares; 2025Q3: 2,143 shares; 2025Q4: 2,108 shares; 2026Q1: 2,091 shares; 2026Q2: 2,188 shares 2,188 $457K 0.09% +97 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,531 shares 1,531 $456K 0.09% new Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,570 shares; 2026Q1: 13,570 shares; 2026Q2: 13,570 shares 13,570 $456K 0.09% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 2,635 shares; 2025Q1: 2,692 shares; 2025Q2: 2,769 shares; 2025Q3: 2,643 shares; 2025Q4: 2,672 shares; 2026Q1: 3,046 shares; 2026Q2: 3,171 shares 3,171 $454K 0.09% +125 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,563 shares; 2024Q4: 11,563 shares; 2025Q1: 11,563 shares; 2025Q2: 11,563 shares; 2025Q3: 11,563 shares; 2025Q4: 11,633 shares; 2026Q1: 11,432 shares; 2026Q2: 11,432 shares 11,432 $452K 0.09% 0 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: 8,738 shares; 2024Q4: 10,258 shares; 2025Q1: 11,758 shares; 2025Q2: 10,758 shares; 2025Q3: 10,758 shares; 2025Q4: 9,758 shares; 2026Q1: 9,819 shares; 2026Q2: 9,084 shares 9,084 $450K 0.09% -735 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,330 shares; 2024Q4: 9,973 shares; 2025Q1: 10,948 shares; 2025Q2: 13,275 shares; 2025Q3: 13,615 shares; 2025Q4: 9,740 shares; 2026Q1: 9,778 shares; 2026Q2: 9,030 shares 9,030 $446K 0.09% -748 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: not reported; 2024Q4: not reported; 2025Q1: 1,343 shares; 2025Q2: 9,032 shares; 2025Q3: 9,452 shares; 2025Q4: 8,880 shares; 2026Q1: 9,072 shares; 2026Q2: 2,663 shares 2,663 $441K 0.09% -6,409 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: 13,540 shares; 2024Q4: 13,540 shares; 2025Q1: 13,540 shares; 2025Q2: 13,540 shares; 2025Q3: 13,540 shares; 2025Q4: 12,040 shares; 2026Q1: 10,540 shares; 2026Q2: 10,540 shares 10,540 $438K 0.09% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,915 shares; 2025Q2: 8,007 shares; 2025Q3: 9,439 shares; 2025Q4: 15,085 shares; 2026Q1: 10,669 shares; 2026Q2: 8,623 shares 8,623 $437K 0.09% -2,046 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,524 shares 15,524 $435K 0.09% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,254 shares; 2025Q3: 10,788 shares; 2025Q4: 8,674 shares; 2026Q1: 8,276 shares; 2026Q2: 8,281 shares 8,281 $432K 0.09% +5 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,540 shares; 2026Q2: 26,886 shares 26,886 $427K 0.08% +11,346 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,555 shares; 2025Q2: 1,572 shares; 2025Q3: 1,575 shares; 2025Q4: 1,594 shares; 2026Q1: 1,637 shares; 2026Q2: 1,697 shares 1,697 $424K 0.08% +60 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,467 shares 2,467 $422K 0.08% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,583 shares; 2025Q1: 1,598 shares; 2025Q2: 1,572 shares; 2025Q3: 1,577 shares; 2025Q4: 1,580 shares; 2026Q1: 1,628 shares; 2026Q2: 1,632 shares 1,632 $418K 0.08% +4 Timeline KAPR 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: 10,681 shares; 2024Q4: 10,681 shares; 2025Q1: 10,681 shares; 2025Q2: 10,681 shares; 2025Q3: 10,681 shares; 2025Q4: 10,681 shares; 2026Q1: 10,481 shares; 2026Q2: 10,481 shares 10,481 $417K 0.08% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 5,133 shares; 2025Q1: 5,317 shares; 2025Q2: 16,233 shares; 2025Q3: 16,354 shares; 2025Q4: 18,129 shares; 2026Q1: 20,808 shares; 2026Q2: 21,257 shares 21,257 $414K 0.08% +449 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,761 shares; 2025Q1: 2,893 shares; 2025Q2: 2,005 shares; 2025Q3: 2,165 shares; 2025Q4: 2,213 shares; 2026Q1: 2,340 shares; 2026Q2: 2,418 shares 2,418 $411K 0.08% +78 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 505 shares; 2025Q1: 549 shares; 2025Q2: 582 shares; 2025Q3: 504 shares; 2025Q4: 624 shares; 2026Q1: 631 shares; 2026Q2: 646 shares 646 $410K 0.08% +15 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND 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: 2,093 shares; 2025Q4: 2,260 shares; 2026Q1: 2,003 shares; 2026Q2: 3,239 shares 3,239 $403K 0.08% +1,236 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: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,300 shares; 2026Q2: 9,300 shares 9,300 $402K 0.08% 0 Timeline IAPR 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: 9,700 shares; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 12,156 shares; 2025Q3: 11,506 shares; 2025Q4: 11,506 shares; 2026Q1: 11,968 shares; 2026Q2: 11,968 shares 11,968 $397K 0.08% 0 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,710 shares; 2026Q1: 7,058 shares; 2026Q2: 7,058 shares 7,058 $397K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: 3,161 shares; 2025Q3: 3,211 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares; 2026Q2: 2,169 shares 2,169 $392K 0.08% +197 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 5,189 shares; 2025Q1: 5,580 shares; 2025Q2: 4,558 shares; 2025Q3: 2,272 shares; 2025Q4: 1,978 shares; 2026Q1: 1,580 shares; 2026Q2: 1,550 shares 1,550 $391K 0.08% -30 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,538 shares; 2024Q4: 6,561 shares; 2025Q1: 6,583 shares; 2025Q2: 6,608 shares; 2025Q3: 6,631 shares; 2025Q4: 6,653 shares; 2026Q1: 6,676 shares; 2026Q2: 6,699 shares 6,699 $391K 0.08% +23 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,901 shares; 2024Q4: 10,910 shares; 2025Q1: 7,178 shares; 2025Q2: 7,705 shares; 2025Q3: 9,671 shares; 2025Q4: 9,978 shares; 2026Q1: 9,990 shares; 2026Q2: 9,472 shares 9,472 $391K 0.08% -518 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,165 shares; 2024Q4: 20,144 shares; 2025Q1: 21,020 shares; 2025Q2: 20,132 shares; 2025Q3: 19,853 shares; 2025Q4: 19,288 shares; 2026Q1: 19,920 shares; 2026Q2: 17,411 shares 17,411 $389K 0.08% -2,509 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,085 shares; 2025Q4: 16,085 shares; 2026Q1: 13,685 shares; 2026Q2: 13,685 shares 13,685 $388K 0.08% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 3,810 shares; 2025Q1: 3,821 shares; 2025Q2: 3,502 shares; 2025Q3: 3,509 shares; 2025Q4: 7,027 shares; 2026Q1: 7,549 shares; 2026Q2: 7,562 shares 7,562 $384K 0.08% +13 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,560 shares; 2026Q1: 9,730 shares; 2026Q2: 9,730 shares 9,730 $384K 0.08% 0 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: 5,375 shares; 2025Q2: 8,709 shares; 2025Q3: 6,904 shares; 2025Q4: 6,973 shares; 2026Q1: 7,745 shares; 2026Q2: 7,757 shares 7,757 $376K 0.07% +12 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 12,115 shares 12,115 $374K 0.07% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,194 shares; 2024Q4: 13,402 shares; 2025Q1: 10,496 shares; 2025Q2: 10,527 shares; 2025Q3: 10,401 shares; 2025Q4: 9,310 shares; 2026Q1: 9,285 shares; 2026Q2: 8,861 shares 8,861 $374K 0.07% -424 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: 787 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 941 shares; 2026Q1: 1,126 shares; 2026Q2: 1,014 shares 1,014 $374K 0.07% -112 Timeline XSW 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: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,846 shares; 2025Q2: 1,895 shares; 2025Q3: 1,948 shares; 2025Q4: 2,023 shares; 2026Q1: 2,156 shares; 2026Q2: 2,156 shares 2,156 $370K 0.07% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,572 shares; 2025Q2: 5,938 shares; 2025Q3: 8,478 shares; 2025Q4: 8,522 shares; 2026Q1: 4,495 shares; 2026Q2: 4,658 shares 4,658 $370K 0.07% +163 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,829 shares; 2025Q2: 6,834 shares; 2025Q3: 6,834 shares; 2025Q4: 6,829 shares; 2026Q1: 6,839 shares; 2026Q2: 6,839 shares 6,839 $368K 0.07% 0 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,233 shares; 2026Q2: 4,840 shares 4,840 $364K 0.07% +607 Timeline TJUL 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: 11,930 shares; 2024Q4: 11,930 shares; 2025Q1: 11,930 shares; 2025Q2: 11,930 shares; 2025Q3: 11,930 shares; 2025Q4: 11,930 shares; 2026Q1: 11,930 shares; 2026Q2: 11,930 shares 11,930 $361K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,885 shares; 2025Q1: 1,851 shares; 2025Q2: 2,548 shares; 2025Q3: 2,873 shares; 2025Q4: 2,005 shares; 2026Q1: 2,019 shares; 2026Q2: 3,944 shares 3,944 $358K 0.07% +1,925 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,236 shares; 2024Q4: 5,261 shares; 2025Q1: 5,598 shares; 2025Q2: 4,479 shares; 2025Q3: 4,495 shares; 2025Q4: 4,520 shares; 2026Q1: 4,532 shares; 2026Q2: 4,899 shares 4,899 $356K 0.07% +367 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: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 757 shares; 2026Q1: 754 shares; 2026Q2: 843 shares 843 $350K 0.07% +89 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,675 shares; 2024Q4: 8,940 shares; 2025Q1: 8,695 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares; 2025Q4: 3,283 shares; 2026Q1: 3,288 shares; 2026Q2: 3,263 shares 3,263 $348K 0.07% -25 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 1,769 shares; 2025Q4: 2,713 shares; 2026Q1: 2,733 shares; 2026Q2: 2,443 shares 2,443 $348K 0.07% -290 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,587 shares; 2025Q1: 3,637 shares; 2025Q2: 4,598 shares; 2025Q3: 4,542 shares; 2025Q4: 4,522 shares; 2026Q1: 4,416 shares; 2026Q2: 4,209 shares 4,209 $348K 0.07% -207 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,202 shares; 2026Q1: 10,218 shares; 2026Q2: 9,546 shares 9,546 $347K 0.07% -672 Timeline BOCT 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: 6,212 shares; 2024Q4: 7,194 shares; 2025Q1: 7,194 shares; 2025Q2: 7,194 shares; 2025Q3: 5,867 shares; 2025Q4: 6,540 shares; 2026Q1: 6,540 shares; 2026Q2: 6,540 shares 6,540 $347K 0.07% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,408 shares; 2024Q4: 13,056 shares; 2025Q1: 11,071 shares; 2025Q2: 13,319 shares; 2025Q3: 11,753 shares; 2025Q4: 4,692 shares; 2026Q1: 4,697 shares; 2026Q2: 3,216 shares 3,216 $346K 0.07% -1,481 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 882 shares; 2025Q1: 919 shares; 2025Q2: 911 shares; 2025Q3: 928 shares; 2025Q4: 1,048 shares; 2026Q1: 1,073 shares; 2026Q2: 929 shares 929 $344K 0.07% -144 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,101 shares; 2025Q1: 2,182 shares; 2025Q2: 1,908 shares; 2025Q3: 1,925 shares; 2025Q4: 2,246 shares; 2026Q1: 2,925 shares; 2026Q2: 2,194 shares 2,194 $344K 0.07% -731 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,645 shares; 2025Q1: 2,039 shares; 2025Q2: 2,041 shares; 2025Q3: 2,042 shares; 2025Q4: 2,066 shares; 2026Q1: 2,067 shares; 2026Q2: 2,189 shares 2,189 $344K 0.07% +122 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 196 shares; 2025Q1: 239 shares; 2025Q2: 252 shares; 2025Q3: 331 shares; 2025Q4: 359 shares; 2026Q1: 365 shares; 2026Q2: 354 shares 354 $340K 0.07% -11 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,328 shares; 2024Q4: 16,397 shares; 2025Q1: 15,625 shares; 2025Q2: 16,095 shares; 2025Q3: 17,370 shares; 2025Q4: 18,124 shares; 2026Q1: 19,022 shares; 2026Q2: 18,219 shares 18,219 $337K 0.07% -803 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 851 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 853 shares 853 $333K 0.07% +1 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,398 shares; 2025Q3: 8,578 shares; 2025Q4: 11,364 shares; 2026Q1: 11,327 shares; 2026Q2: 11,027 shares 11,027 $333K 0.07% -300 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,360 shares; 2025Q2: 3,281 shares; 2025Q3: 3,326 shares; 2025Q4: 3,251 shares; 2026Q1: 3,137 shares; 2026Q2: 2,717 shares 2,717 $330K 0.06% -420 Timeline GGOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,556 shares 6,556 $330K 0.06% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058 shares; 2024Q4: 4,907 shares; 2025Q1: 4,342 shares; 2025Q2: 5,376 shares; 2025Q3: 5,381 shares; 2025Q4: 3,489 shares; 2026Q1: 3,482 shares; 2026Q2: 3,123 shares 3,123 $319K 0.06% -359 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,572 shares; 2024Q4: 19,430 shares; 2025Q1: 19,378 shares; 2025Q2: 20,812 shares; 2025Q3: 20,949 shares; 2025Q4: 20,927 shares; 2026Q1: 20,897 shares; 2026Q2: 22,948 shares 22,948 $319K 0.06% +2,051 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,246 shares; 2024Q4: 4,158 shares; 2025Q1: 4,164 shares; 2025Q2: 4,172 shares; 2025Q3: 4,177 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $318K 0.06% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,192 shares; 2025Q4: not reported; 2026Q1: 1,204 shares; 2026Q2: 1,217 shares 1,217 $317K 0.06% +13 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 8,720 shares; 2025Q1: 8,720 shares; 2025Q2: 4,470 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares; 2026Q1: 5,320 shares; 2026Q2: 5,320 shares 5,320 $317K 0.06% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,309 shares; 2025Q3: 3,318 shares; 2025Q4: 3,318 shares; 2026Q1: 3,309 shares; 2026Q2: 3,309 shares 3,309 $316K 0.06% 0 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,537 shares; 2026Q2: 10,395 shares 10,395 $315K 0.06% -142 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,101 shares; 2026Q2: 3,385 shares 3,385 $309K 0.06% +284 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: 13,000 shares; 2024Q4: 12,980 shares; 2025Q1: 12,980 shares; 2025Q2: 11,860 shares; 2025Q3: 6,772 shares; 2025Q4: 5,834 shares; 2026Q1: 5,834 shares; 2026Q2: 5,834 shares 5,834 $308K 0.06% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $305K 0.06% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $304K 0.06% new Timeline KSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,980 shares; 2025Q4: 9,980 shares; 2026Q1: 9,980 shares; 2026Q2: 9,850 shares 9,850 $304K 0.06% -130 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,437 shares; 2024Q4: 20,632 shares; 2025Q1: 21,443 shares; 2025Q2: 25,320 shares; 2025Q3: 25,177 shares; 2025Q4: 25,073 shares; 2026Q1: 24,211 shares; 2026Q2: 23,847 shares 23,847 $302K 0.06% -364 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 1,027 shares; 2025Q4: 1,016 shares; 2026Q1: 1,089 shares; 2026Q2: 1,098 shares 1,098 $299K 0.06% +9 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: 6,644 shares; 2024Q4: 6,749 shares; 2025Q1: 6,367 shares; 2025Q2: 6,367 shares; 2025Q3: 6,267 shares; 2025Q4: 5,952 shares; 2026Q1: 5,952 shares; 2026Q2: 5,072 shares 5,072 $299K 0.06% -880 Timeline FFEB 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: 5,490 shares; 2024Q4: 5,490 shares; 2025Q1: 5,490 shares; 2025Q2: 5,490 shares; 2025Q3: 5,490 shares; 2025Q4: 5,490 shares; 2026Q1: 5,490 shares; 2026Q2: 4,800 shares 4,800 $293K 0.06% -690 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: not reported; 2024Q4: not reported; 2025Q1: 9,063 shares; 2025Q2: 4,464 shares; 2025Q3: 4,456 shares; 2025Q4: 3,782 shares; 2026Q1: 3,556 shares; 2026Q2: 3,796 shares 3,796 $293K 0.06% +240 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,536 shares; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $291K 0.06% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 1,937 shares; 2025Q1: 1,477 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,195 shares; 2026Q1: 1,266 shares; 2026Q2: 1,179 shares 1,179 $290K 0.06% -87 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 1,208 shares; 2026Q2: 942 shares 942 $288K 0.06% -266 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,308 shares; 2025Q1: 1,396 shares; 2025Q2: 1,409 shares; 2025Q3: 1,320 shares; 2025Q4: not reported; 2026Q1: 1,361 shares; 2026Q2: 1,318 shares 1,318 $288K 0.06% -43 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,262 shares; 2024Q4: 11,713 shares; 2025Q1: 7,817 shares; 2025Q2: 7,793 shares; 2025Q3: 3,676 shares; 2025Q4: 2,856 shares; 2026Q1: 2,323 shares; 2026Q2: 2,313 shares 2,313 $288K 0.06% -10 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,067 shares; 2025Q4: 13,067 shares; 2026Q1: 13,067 shares; 2026Q2: 13,067 shares 13,067 $287K 0.06% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 962 shares 962 $287K 0.06% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 2,923 shares; 2025Q1: 2,925 shares; 2025Q2: 2,926 shares; 2025Q3: 2,828 shares; 2025Q4: 2,829 shares; 2026Q1: 2,831 shares; 2026Q2: 2,832 shares 2,832 $286K 0.06% +1 Timeline BMAR 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: 5,883 shares; 2024Q4: 5,883 shares; 2025Q1: 5,883 shares; 2025Q2: 5,947 shares; 2025Q3: 5,947 shares; 2025Q4: 5,092 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares 4,950 $285K 0.06% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: not reported; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 548 shares 548 $284K 0.06% +14 Timeline GFEB 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: 6,455 shares; 2024Q4: 6,455 shares; 2025Q1: 6,455 shares; 2025Q2: 6,455 shares; 2025Q3: 6,455 shares; 2025Q4: 6,455 shares; 2026Q1: 6,455 shares; 2026Q2: 6,455 shares 6,455 $284K 0.06% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 569 shares; 2026Q2: 562 shares 562 $279K 0.05% -7 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,874 shares; 2025Q1: 3,854 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,830 shares 2,830 $278K 0.05% +24 Timeline UOCT 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: 5,776 shares; 2024Q4: 7,387 shares; 2025Q1: 7,387 shares; 2025Q2: 7,387 shares; 2025Q3: 5,776 shares; 2025Q4: 6,736 shares; 2026Q1: 6,736 shares; 2026Q2: 6,736 shares 6,736 $277K 0.05% 0 Timeline HYS 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: 2,835 shares; 2024Q4: 2,678 shares; 2025Q1: 2,716 shares; 2025Q2: 2,754 shares; 2025Q3: 2,791 shares; 2025Q4: 2,858 shares; 2026Q1: 2,912 shares; 2026Q2: 2,944 shares 2,944 $275K 0.05% +32 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,179 shares; 2024Q4: 10,998 shares; 2025Q1: 11,072 shares; 2025Q2: 11,150 shares; 2025Q3: 11,167 shares; 2025Q4: 11,972 shares; 2026Q1: 11,480 shares; 2026Q2: 10,022 shares 10,022 $274K 0.05% -1,458 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 4,475 shares; 2025Q1: 5,294 shares; 2025Q2: 6,210 shares; 2025Q3: 10,187 shares; 2025Q4: 10,145 shares; 2026Q1: 10,865 shares; 2026Q2: 8,215 shares 8,215 $273K 0.05% -2,650 Timeline JPLD 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: not reported; 2025Q1: not reported; 2025Q2: 5,187 shares; 2025Q3: 6,873 shares; 2025Q4: 7,629 shares; 2026Q1: 4,925 shares; 2026Q2: 5,200 shares 5,200 $271K 0.05% +275 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,441 shares; 2025Q4: 7,441 shares; 2026Q1: 7,441 shares; 2026Q2: 8,517 shares 8,517 $270K 0.05% +1,076 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,080 shares; 2025Q4: 8,080 shares; 2026Q1: 8,080 shares; 2026Q2: 7,790 shares 7,790 $270K 0.05% -290 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,957 shares; 2025Q3: 8,957 shares; 2025Q4: 6,973 shares; 2026Q1: 6,973 shares; 2026Q2: 6,973 shares 6,973 $270K 0.05% 0 Timeline XBI 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: not reported; 2026Q2: 1,688 shares 1,688 $267K 0.05% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 367 shares 367 $264K 0.05% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,258 shares; 2026Q1: 2,644 shares; 2026Q2: 2,618 shares 2,618 $264K 0.05% -26 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: not reported; 2024Q4: 4,559 shares; 2025Q1: 7,554 shares; 2025Q2: 6,245 shares; 2025Q3: 5,645 shares; 2025Q4: 4,960 shares; 2026Q1: 4,835 shares; 2026Q2: 4,627 shares 4,627 $261K 0.05% -208 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,401 shares; 2025Q3: 1,437 shares; 2025Q4: 1,229 shares; 2026Q1: 1,268 shares; 2026Q2: 1,303 shares 1,303 $261K 0.05% +35 Timeline BAPR 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: 7,555 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares; 2026Q2: 4,905 shares 4,905 $261K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 520 shares; 2026Q1: not reported; 2026Q2: 526 shares 526 $260K 0.05% 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; 2024Q3: 23,830 shares; 2024Q4: 25,493 shares; 2025Q1: 25,708 shares; 2025Q2: 28,417 shares; 2025Q3: 28,419 shares; 2025Q4: 24,825 shares; 2026Q1: 25,184 shares; 2026Q2: 6,104 shares 6,104 $258K 0.05% -19,080 Timeline SPTL 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: 8,761 shares; 2026Q2: 9,822 shares 9,822 $258K 0.05% +1,061 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 7,629 shares; 2025Q3: 6,687 shares; 2025Q4: 5,764 shares; 2026Q1: 5,324 shares; 2026Q2: 5,316 shares 5,316 $257K 0.05% -8 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 3,745 shares; 2025Q1: 3,321 shares; 2025Q2: 6,153 shares; 2025Q3: 2,682 shares; 2025Q4: not reported; 2026Q1: 3,120 shares; 2026Q2: 3,119 shares 3,119 $256K 0.05% -1 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 5,058 shares; 2025Q1: 4,250 shares; 2025Q2: 4,434 shares; 2025Q3: 4,202 shares; 2025Q4: 3,743 shares; 2026Q1: 3,644 shares; 2026Q2: 3,398 shares 3,398 $256K 0.05% -246 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,939 shares; 2025Q2: 3,147 shares; 2025Q3: 3,234 shares; 2025Q4: 3,744 shares; 2026Q1: 3,553 shares; 2026Q2: 3,502 shares 3,502 $253K 0.05% -51 Timeline FOCT 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: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 10,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $251K 0.05% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 329 shares; 2026Q2: 329 shares 329 $250K 0.05% 0 Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,473 shares; 2026Q2: 21,766 shares 21,766 $249K 0.05% -707 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,607 shares; 2026Q1: not reported; 2026Q2: 3,798 shares 3,798 $249K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: not reported; 2026Q2: 729 shares 729 $247K 0.05% 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: 7,022 shares; 2024Q4: 7,022 shares; 2025Q1: 5,700 shares; 2025Q2: 5,782 shares; 2025Q3: 5,782 shares; 2025Q4: 5,782 shares; 2026Q1: 5,632 shares; 2026Q2: 5,632 shares 5,632 $246K 0.05% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,828 shares 5,828 $245K 0.05% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,760 shares; 2024Q4: 5,005 shares; 2025Q1: 4,541 shares; 2025Q2: 4,636 shares; 2025Q3: 4,645 shares; 2025Q4: 4,303 shares; 2026Q1: 4,309 shares; 2026Q2: 4,316 shares 4,316 $242K 0.05% +7 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,381 shares; 2024Q4: 9,785 shares; 2025Q1: 14,709 shares; 2025Q2: 10,756 shares; 2025Q3: 8,759 shares; 2025Q4: 6,552 shares; 2026Q1: 5,642 shares; 2026Q2: 5,489 shares 5,489 $242K 0.05% -153 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 433 shares; 2026Q2: 463 shares 463 $242K 0.05% +30 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,922 shares; 2026Q2: 5,512 shares 5,512 $241K 0.05% +590 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: 13,488 shares; 2024Q4: 14,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,321 shares 2,321 $240K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 2,977 shares 2,977 $240K 0.05% +2,251 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,694 shares; 2024Q4: 5,712 shares; 2025Q1: 5,666 shares; 2025Q2: 5,228 shares; 2025Q3: 4,174 shares; 2025Q4: 3,345 shares; 2026Q1: 3,279 shares; 2026Q2: 3,023 shares 3,023 $239K 0.05% -256 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: 6,135 shares; 2024Q4: 6,135 shares; 2025Q1: 6,135 shares; 2025Q2: not reported; 2025Q3: 4,377 shares; 2025Q4: 4,377 shares; 2026Q1: 4,377 shares; 2026Q2: 4,377 shares 4,377 $238K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 397 shares; 2026Q1: 513 shares; 2026Q2: 467 shares 467 $234K 0.05% -46 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 871 shares 871 $234K 0.05% new 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: 9,310 shares; 2024Q4: 9,143 shares; 2025Q1: 9,168 shares; 2025Q2: 1,814 shares; 2025Q3: 1,837 shares; 2025Q4: not reported; 2026Q1: 1,571 shares; 2026Q2: 1,847 shares 1,847 $234K 0.05% +276 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: 9,272 shares; 2024Q4: 9,272 shares; 2025Q1: 9,272 shares; 2025Q2: 7,840 shares; 2025Q3: 7,440 shares; 2025Q4: 7,531 shares; 2026Q1: 7,231 shares; 2026Q2: 5,533 shares 5,533 $233K 0.05% -1,698 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares; 2026Q2: 5,959 shares 5,959 $231K 0.05% 0 Timeline IDU 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: 2,018 shares; 2026Q2: 1,998 shares 1,998 $229K 0.05% -20 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,755 shares; 2025Q1: not reported; 2025Q2: 6,797 shares; 2025Q3: 6,797 shares; 2025Q4: 6,797 shares; 2026Q1: 6,797 shares; 2026Q2: 6,802 shares 6,802 $228K 0.04% +5 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,687 shares; 2025Q3: 8,739 shares; 2025Q4: not reported; 2026Q1: 6,231 shares; 2026Q2: 6,596 shares 6,596 $225K 0.04% +365 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 990 shares 990 $225K 0.04% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,199 shares 2,199 $224K 0.04% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $219K 0.04% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,366 shares; 2025Q2: 5,336 shares; 2025Q3: 4,820 shares; 2025Q4: 4,326 shares; 2026Q1: 3,852 shares; 2026Q2: 3,681 shares 3,681 $218K 0.04% -171 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,608 shares 5,608 $216K 0.04% new Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,348 shares 5,348 $215K 0.04% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,874 shares; 2024Q4: 6,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,263 shares 4,263 $215K 0.04% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 1,834 shares; 2025Q1: 1,751 shares; 2025Q2: 1,755 shares; 2025Q3: 1,756 shares; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $213K 0.04% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,358 shares; 2024Q4: 9,572 shares; 2025Q1: 8,231 shares; 2025Q2: 8,139 shares; 2025Q3: 7,158 shares; 2025Q4: 6,578 shares; 2026Q1: 6,122 shares; 2026Q2: 5,005 shares 5,005 $212K 0.04% -1,117 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 468 shares; 2025Q2: 561 shares; 2025Q3: 603 shares; 2025Q4: 507 shares; 2026Q1: 488 shares; 2026Q2: 412 shares 412 $211K 0.04% -76 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,279 shares 4,279 $209K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,039 shares 2,039 $208K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,374 shares; 2026Q1: 2,420 shares; 2026Q2: 2,225 shares 2,225 $208K 0.04% -195 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,200 shares 2,200 $206K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares; 2026Q2: 2,344 shares 2,344 $206K 0.04% -45 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 727 shares; 2025Q1: 778 shares; 2025Q2: 760 shares; 2025Q3: 759 shares; 2025Q4: 767 shares; 2026Q1: 750 shares; 2026Q2: 597 shares 597 $206K 0.04% -153 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $205K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 929 shares; 2026Q2: 912 shares 912 $203K 0.04% -17 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 748 shares; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 692 shares 692 $203K 0.04% -42 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588 shares 588 $202K 0.04% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 743 shares 743 $201K 0.04% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,511 shares; 2024Q4: 10,559 shares; 2025Q1: 11,187 shares; 2025Q2: 12,116 shares; 2025Q3: 11,920 shares; 2025Q4: 13,503 shares; 2026Q1: 14,421 shares; 2026Q2: 14,726 shares 14,726 $177K 0.03% +305 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 10,593 shares; 2026Q1: 10,639 shares; 2026Q2: 10,746 shares 10,746 $142K 0.03% +107 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,953 shares; 2025Q3: 12,071 shares; 2025Q4: not reported; 2026Q1: 10,555 shares; 2026Q2: 10,741 shares 10,741 $117K 0.02% +186 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,191 shares; 2024Q4: 13,198 shares; 2025Q1: 13,232 shares; 2025Q2: 13,284 shares; 2025Q3: 13,602 shares; 2025Q4: 13,672 shares; 2026Q1: 13,705 shares; 2026Q2: 13,814 shares 13,814 $109K 0.02% +109 Timeline