SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,523 shares; 2025Q3: 206,023 shares; 2025Q4: 6,078,413 shares; 2026Q1: 6,100,413 shares; 2026Q2: 6,075,390 shares 6,075,390 $222M 24.66% -25,023 Timeline TFPN TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,868,568 shares; 2025Q2: 2,882,265 shares; 2025Q3: 2,975,683 shares; 2025Q4: 2,952,988 shares; 2026Q1: 3,018,173 shares; 2026Q2: 3,148,735 shares 3,148,735 $99.2M 11.02% +130,562 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 258,412 shares; 2025Q2: 392,822 shares; 2025Q3: 466,104 shares; 2025Q4: 525,073 shares; 2026Q1: 414,554 shares; 2026Q2: 473,446 shares 473,446 $43M 4.78% +58,892 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: not loaded; 2024Q4: not reported; 2025Q1: 19,118 shares; 2025Q2: 21,965 shares; 2025Q3: 85,495 shares; 2025Q4: 83,084 shares; 2026Q1: 84,041 shares; 2026Q2: 123,692 shares 123,692 $24.7M 2.75% +39,651 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: not loaded; 2024Q4: not reported; 2025Q1: 257,666 shares; 2025Q2: 347,238 shares; 2025Q3: 401,293 shares; 2025Q4: 385,458 shares; 2026Q1: 306,052 shares; 2026Q2: 489,175 shares 489,175 $24.6M 2.74% +183,123 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 125,099 shares; 2025Q2: 71,167 shares; 2025Q3: 84,094 shares; 2025Q4: 107,840 shares; 2026Q1: 128,150 shares; 2026Q2: 359,790 shares 359,790 $23.9M 2.66% +231,640 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 237,828 shares; 2025Q2: 453,488 shares; 2025Q3: 688,545 shares; 2025Q4: 733,927 shares; 2026Q1: 764,899 shares; 2026Q2: 857,002 shares 857,002 $22.8M 2.54% +92,103 Timeline TFFI TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810,313 shares; 2026Q2: 954,087 shares 954,087 $18.8M 2.09% +143,774 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,515 shares; 2025Q3: 61,037 shares; 2025Q4: 58,425 shares; 2026Q1: 51,349 shares; 2026Q2: 50,692 shares 50,692 $17.4M 1.94% -657 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,956 shares; 2025Q2: 79,814 shares; 2025Q3: 80,392 shares; 2025Q4: 184,310 shares; 2026Q1: 196,711 shares; 2026Q2: 142,864 shares 142,864 $16.8M 1.86% -53,847 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 270,887 shares; 2026Q2: 295,550 shares 295,550 $16.5M 1.84% +24,663 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,336 shares; 2025Q3: 11,926 shares; 2025Q4: 10,785 shares; 2026Q1: 13,678 shares; 2026Q2: 22,129 shares 22,129 $16.5M 1.84% +8,451 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: not loaded; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 14,929 shares; 2025Q3: 28,235 shares; 2025Q4: 29,801 shares; 2026Q1: 34,917 shares; 2026Q2: 44,178 shares 44,178 $12.8M 1.42% +9,261 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: not loaded; 2024Q4: not reported; 2025Q1: 108,373 shares; 2025Q2: 93,935 shares; 2025Q3: 114,565 shares; 2025Q4: 134,836 shares; 2026Q1: 90,904 shares; 2026Q2: 142,429 shares 142,429 $11.8M 1.31% +51,525 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,797 shares; 2025Q4: 10,576 shares; 2026Q1: not reported; 2026Q2: 23,375 shares 23,375 $11.7M 1.3% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,687 shares; 2025Q3: 12,128 shares; 2025Q4: 12,449 shares; 2026Q1: not reported; 2026Q2: 13,991 shares 13,991 $10.5M 1.16% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,594 shares; 2025Q3: 127,315 shares; 2025Q4: 125,987 shares; 2026Q1: 141,625 shares; 2026Q2: 141,089 shares 141,089 $10.1M 1.12% -536 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,851 shares; 2025Q4: 152,998 shares; 2026Q1: 153,993 shares; 2026Q2: 156,970 shares 156,970 $8.84M 0.98% +2,977 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,196 shares; 2025Q3: 48,252 shares; 2025Q4: 39,485 shares; 2026Q1: 34,546 shares; 2026Q2: 37,343 shares 37,343 $7.95M 0.88% +2,797 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,992 shares; 2025Q3: 32,616 shares; 2025Q4: 36,286 shares; 2026Q1: 41,262 shares; 2026Q2: 47,273 shares 47,273 $7.77M 0.86% +6,011 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 loaded; 2024Q4: not reported; 2025Q1: 41,082 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,146 shares; 2026Q2: 83,915 shares 83,915 $7.69M 0.85% -119,231 Timeline OPER 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 loaded; 2024Q4: not reported; 2025Q1: 12,928 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,141 shares; 2026Q2: 74,237 shares 74,237 $7.43M 0.83% -76,904 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 56,314 shares; 2025Q2: 281,092 shares; 2025Q3: 292,716 shares; 2025Q4: 273,754 shares; 2026Q1: 240,948 shares; 2026Q2: 263,848 shares 263,848 $7.31M 0.81% +22,900 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63,955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,465 shares; 2026Q2: 61,012 shares 61,012 $6.73M 0.75% -52,453 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31,574 shares; 2025Q2: 34,889 shares; 2025Q3: 88,288 shares; 2025Q4: 88,036 shares; 2026Q1: 85,625 shares; 2026Q2: 86,514 shares 86,514 $6.53M 0.73% +889 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,801 shares; 2025Q4: 14,903 shares; 2026Q1: 11,066 shares; 2026Q2: 75,237 shares 75,237 $6.48M 0.72% +64,171 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,584 shares 17,584 $6.41M 0.71% new Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,936 shares; 2025Q4: 241,493 shares; 2026Q1: 253,946 shares; 2026Q2: 272,904 shares 272,904 $6.21M 0.69% +18,958 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,398 shares 99,398 $5.94M 0.66% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,448 shares; 2025Q3: 10,254 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,590 shares 15,590 $5.82M 0.65% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,730 shares; 2025Q3: 73,834 shares; 2025Q4: 66,079 shares; 2026Q1: 74,414 shares; 2026Q2: 74,249 shares 74,249 $5.73M 0.64% -165 Timeline OCIO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,164 shares; 2025Q4: 134,812 shares; 2026Q1: 142,419 shares; 2026Q2: 150,250 shares 150,250 $5.68M 0.63% +7,831 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,371 shares; 2025Q3: 15,318 shares; 2025Q4: not reported; 2026Q1: 115,042 shares; 2026Q2: 108,565 shares 108,565 $5.51M 0.61% -6,477 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,031 shares; 2025Q4: 42,641 shares; 2026Q1: 62,909 shares; 2026Q2: 103,257 shares 103,257 $5.35M 0.59% +40,348 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,673 shares 14,673 $5.24M 0.58% new Timeline BCTK BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161,403 shares 161,403 $5.24M 0.58% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,167 shares; 2025Q3: 57,674 shares; 2025Q4: 50,846 shares; 2026Q1: 35,130 shares; 2026Q2: 54,439 shares 54,439 $5.2M 0.58% +19,309 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,109 shares; 2025Q3: 194,577 shares; 2025Q4: 130,953 shares; 2026Q1: 166,819 shares; 2026Q2: 166,468 shares 166,468 $5.18M 0.58% -351 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,496 shares 14,496 $5.12M 0.57% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,509 shares 11,509 $4.99M 0.55% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,880 shares; 2025Q4: 24,031 shares; 2026Q1: 25,762 shares; 2026Q2: 29,924 shares 29,924 $4.7M 0.52% +4,162 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 208,184 shares; 2025Q2: 203,143 shares; 2025Q3: 190,250 shares; 2025Q4: 184,970 shares; 2026Q1: 157,286 shares; 2026Q2: 159,271 shares 159,271 $4.61M 0.51% +1,985 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,687 shares; 2025Q3: 13,901 shares; 2025Q4: 13,917 shares; 2026Q1: 13,973 shares; 2026Q2: 14,448 shares 14,448 $4.38M 0.49% +475 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,826 shares; 2025Q4: 69,935 shares; 2026Q1: 73,032 shares; 2026Q2: 83,957 shares 83,957 $3.96M 0.44% +10,925 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,283 shares 58,283 $3.93M 0.44% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,762 shares; 2025Q3: 23,732 shares; 2025Q4: 23,627 shares; 2026Q1: 25,272 shares; 2026Q2: 25,272 shares 25,272 $3.85M 0.43% 0 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,349 shares; 2025Q4: 82,681 shares; 2026Q1: 96,497 shares; 2026Q2: 100,797 shares 100,797 $3.83M 0.43% +4,300 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,690 shares; 2025Q3: 15,767 shares; 2025Q4: 16,406 shares; 2026Q1: not reported; 2026Q2: 14,117 shares 14,117 $3.82M 0.42% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,521 shares; 2025Q4: 10,082 shares; 2026Q1: 10,318 shares; 2026Q2: 11,552 shares 11,552 $3.78M 0.42% +1,234 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,030 shares; 2025Q3: 36,784 shares; 2025Q4: 35,649 shares; 2026Q1: 54,414 shares; 2026Q2: 54,052 shares 54,052 $3.7M 0.41% -362 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,464 shares; 2025Q4: 77,045 shares; 2026Q1: 90,826 shares; 2026Q2: 99,858 shares 99,858 $3.52M 0.39% +9,032 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,613 shares; 2025Q3: 35,690 shares; 2025Q4: 32,080 shares; 2026Q1: 32,069 shares; 2026Q2: 35,790 shares 35,790 $3.45M 0.38% +3,721 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,990 shares 19,990 $3.4M 0.38% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,425 shares; 2025Q4: 60,663 shares; 2026Q1: 64,265 shares; 2026Q2: 75,396 shares 75,396 $3.35M 0.37% +11,131 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,974 shares; 2025Q4: 12,504 shares; 2026Q1: not reported; 2026Q2: 13,605 shares 13,605 $3.24M 0.36% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,847 shares 63,847 $3.23M 0.36% new Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,234 shares; 2025Q3: 84,906 shares; 2025Q4: 78,430 shares; 2026Q1: 63,604 shares; 2026Q2: 77,234 shares 77,234 $3.16M 0.35% +13,630 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,077 shares; 2025Q3: 25,461 shares; 2025Q4: 25,910 shares; 2026Q1: 30,469 shares; 2026Q2: 30,805 shares 30,805 $2.97M 0.33% +336 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,739 shares; 2025Q4: 32,470 shares; 2026Q1: 33,192 shares; 2026Q2: 93,090 shares 93,090 $2.95M 0.33% +59,898 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,031 shares; 2025Q4: 60,361 shares; 2026Q1: 62,762 shares; 2026Q2: 68,678 shares 68,678 $2.91M 0.32% +5,916 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,255 shares; 2025Q3: 29,048 shares; 2025Q4: 29,751 shares; 2026Q1: 27,100 shares; 2026Q2: 42,558 shares 42,558 $2.88M 0.32% +15,458 Timeline VPU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,153 shares; 2025Q3: 14,091 shares; 2025Q4: 14,059 shares; 2026Q1: 14,299 shares; 2026Q2: 14,328 shares 14,328 $2.8M 0.31% +29 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,375 shares; 2025Q3: 39,375 shares; 2025Q4: 39,375 shares; 2026Q1: 39,375 shares; 2026Q2: 39,375 shares 39,375 $2.74M 0.3% 0 Timeline GBIL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,915 shares; 2025Q3: 59,927 shares; 2025Q4: 43,888 shares; 2026Q1: 29,662 shares; 2026Q2: 25,397 shares 25,397 $2.54M 0.28% -4,265 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,492 shares; 2025Q3: 63,369 shares; 2025Q4: 63,225 shares; 2026Q1: 49,652 shares; 2026Q2: 40,953 shares 40,953 $2.44M 0.27% -8,699 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,734 shares; 2025Q4: 28,151 shares; 2026Q1: 24,686 shares; 2026Q2: 41,613 shares 41,613 $2.4M 0.27% +16,927 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,600 shares; 2025Q3: 30,200 shares; 2025Q4: 17,593 shares; 2026Q1: 22,850 shares; 2026Q2: 23,762 shares 23,762 $2.4M 0.27% +912 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 loaded; 2024Q4: not reported; 2025Q1: 385,374 shares; 2025Q2: 104,840 shares; 2025Q3: 126,650 shares; 2025Q4: 151,029 shares; 2026Q1: 139,489 shares; 2026Q2: 104,194 shares 104,194 $2.37M 0.26% -35,295 Timeline PIZ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,151 shares; 2025Q4: 33,787 shares; 2026Q1: 36,704 shares; 2026Q2: 36,573 shares 36,573 $2.04M 0.23% -131 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,260 shares; 2025Q4: 10,558 shares; 2026Q1: 14,280 shares; 2026Q2: 14,560 shares 14,560 $1.99M 0.22% +280 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,258 shares; 2025Q4: 47,298 shares; 2026Q1: 54,720 shares; 2026Q2: 51,452 shares 51,452 $1.93M 0.21% -3,268 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,365 shares 20,365 $1.88M 0.21% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,113 shares; 2025Q3: 58,796 shares; 2025Q4: 54,744 shares; 2026Q1: 32,799 shares; 2026Q2: 18,446 shares 18,446 $1.83M 0.2% -14,353 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,503 shares 40,503 $1.75M 0.19% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,659 shares; 2025Q2: 54,220 shares; 2025Q3: 55,035 shares; 2025Q4: 55,044 shares; 2026Q1: 37,934 shares; 2026Q2: 33,883 shares 33,883 $1.71M 0.19% -4,051 Timeline SHM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,685 shares; 2025Q3: 20,685 shares; 2025Q4: 23,715 shares; 2026Q1: 36,205 shares; 2026Q2: 34,955 shares 34,955 $1.68M 0.19% -1,250 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 loaded; 2024Q4: not reported; 2025Q1: 230,583 shares; 2025Q2: 227,655 shares; 2025Q3: 228,387 shares; 2025Q4: 297,549 shares; 2026Q1: 328,489 shares; 2026Q2: 54,593 shares 54,593 $1.65M 0.18% -273,896 Timeline CGMM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,410 shares; 2025Q4: 39,867 shares; 2026Q1: 42,129 shares; 2026Q2: 48,230 shares 48,230 $1.59M 0.18% +6,101 Timeline INV INNVENTURE INC More: the full row for INNVENTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302,762 shares 302,762 $1.54M 0.17% new Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,802 shares; 2026Q2: 31,817 shares 31,817 $1.5M 0.17% +15 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 449,485 shares; 2025Q2: 503,561 shares; 2025Q3: 507,542 shares; 2025Q4: 640,276 shares; 2026Q1: 424,534 shares; 2026Q2: 77,926 shares 77,926 $1.47M 0.16% -346,608 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,642 shares; 2026Q2: 12,532 shares 12,532 $1.42M 0.16% +1,890 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,756 shares; 2025Q4: 25,071 shares; 2026Q1: 26,835 shares; 2026Q2: 28,514 shares 28,514 $1.41M 0.16% +1,679 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,426 shares 17,426 $1.4M 0.16% new Timeline PULS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,606 shares; 2025Q4: 22,972 shares; 2026Q1: 28,541 shares; 2026Q2: 28,226 shares 28,226 $1.4M 0.16% -315 Timeline CGCB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,668 shares; 2025Q4: 44,289 shares; 2026Q1: 53,049 shares; 2026Q2: 52,242 shares 52,242 $1.37M 0.15% -807 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,539 shares 16,539 $1.34M 0.15% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,700 shares; 2025Q4: 22,406 shares; 2026Q1: 20,148 shares; 2026Q2: 26,150 shares 26,150 $1.26M 0.14% +6,002 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,593 shares 15,593 $1.24M 0.14% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,693 shares 20,693 $1.24M 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,824 shares; 2025Q4: 31,536 shares; 2026Q1: 31,668 shares; 2026Q2: 35,245 shares 35,245 $1.19M 0.13% +3,577 Timeline FXO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,569 shares 18,569 $1.16M 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,481 shares; 2025Q4: 33,484 shares; 2026Q1: 40,989 shares; 2026Q2: 41,673 shares 41,673 $1.14M 0.13% +684 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,657 shares; 2025Q4: 22,120 shares; 2026Q1: 23,638 shares; 2026Q2: 26,362 shares 26,362 $988K 0.11% +2,724 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,294 shares 27,294 $986K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,295 shares; 2025Q4: 16,830 shares; 2026Q1: 20,072 shares; 2026Q2: 21,112 shares 21,112 $952K 0.11% +1,040 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,625 shares; 2025Q4: 11,042 shares; 2026Q1: 14,596 shares; 2026Q2: 22,325 shares 22,325 $945K 0.11% +7,729 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,030 shares; 2025Q4: 26,539 shares; 2026Q1: 27,210 shares; 2026Q2: 28,961 shares 28,961 $886K 0.1% +1,751 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,688 shares; 2026Q2: 12,712 shares 12,712 $865K 0.1% +1,024 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,824 shares; 2026Q2: 19,521 shares 19,521 $860K 0.1% +697 Timeline BUFD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,863 shares 26,863 $798K 0.09% new Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,303 shares; 2025Q4: 26,359 shares; 2026Q1: 34,058 shares; 2026Q2: 34,569 shares 34,569 $772K 0.09% +511 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,382 shares; 2025Q4: 27,578 shares; 2026Q1: 33,699 shares; 2026Q2: 34,158 shares 34,158 $761K 0.08% +459 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,969 shares 19,969 $729K 0.08% new Timeline CORGI ETF TR I CORGI ETF TR I More: the full row for CORGI ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,951 shares 21,951 $702K 0.08% new NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,460 shares 21,460 $652K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,286 shares; 2026Q1: not reported; 2026Q2: 11,435 shares 11,435 $652K 0.07% new Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,245 shares; 2025Q3: 24,245 shares; 2025Q4: 24,245 shares; 2026Q1: 23,595 shares; 2026Q2: 23,595 shares 23,595 $609K 0.07% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,068 shares; 2025Q4: 34,958 shares; 2026Q1: 35,445 shares; 2026Q2: 30,709 shares 30,709 $587K 0.07% -4,736 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,363 shares; 2026Q1: 11,920 shares; 2026Q2: 11,684 shares 11,684 $566K 0.06% -236 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,899 shares; 2026Q1: 16,777 shares; 2026Q2: 16,518 shares 16,518 $553K 0.06% -259 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,086 shares; 2025Q3: 23,736 shares; 2025Q4: 23,736 shares; 2026Q1: 15,166 shares; 2026Q2: 15,068 shares 15,068 $525K 0.06% -98 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,481 shares; 2026Q2: 32,629 shares 32,629 $518K 0.06% +18,148 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,539 shares; 2026Q2: 10,015 shares 10,015 $503K 0.06% -3,524 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,200 shares; 2025Q4: 15,881 shares; 2026Q1: 13,470 shares; 2026Q2: 17,979 shares 17,979 $495K 0.05% +4,509 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,718 shares; 2026Q2: 11,442 shares 11,442 $480K 0.05% +724 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,407 shares; 2025Q4: 12,053 shares; 2026Q1: 11,432 shares; 2026Q2: 18,145 shares 18,145 $471K 0.05% +6,713 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,061 shares; 2026Q2: 39,393 shares 39,393 $447K 0.05% +24,332 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,934 shares 10,934 $418K 0.05% new Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,282 shares; 2026Q2: 10,207 shares 10,207 $365K 0.04% -75 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,685 shares; 2026Q2: 11,685 shares 11,685 $359K 0.04% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 15,638 shares; 2025Q2: 15,786 shares; 2025Q3: 17,586 shares; 2025Q4: 15,724 shares; 2026Q1: 21,834 shares; 2026Q2: 15,743 shares 15,743 $326K 0.04% -6,091 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,359 shares 14,359 $321K 0.04% new Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,357 shares; 2026Q2: 13,457 shares 13,457 $296K 0.03% +100 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,092 shares; 2026Q1: 10,092 shares; 2026Q2: 10,092 shares 10,092 $295K 0.03% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,078 shares 11,078 $279K 0.03% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,620 shares 18,620 $258K 0.03% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,208 shares; 2025Q4: 10,394 shares; 2026Q1: not reported; 2026Q2: 11,989 shares 11,989 $235K 0.03% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,241 shares 13,241 $229K 0.03% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,418 shares; 2025Q4: 10,418 shares; 2026Q1: not reported; 2026Q2: 11,087 shares 11,087 $226K 0.03% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,914 shares 13,914 $219K 0.02% new Timeline