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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,523 shares; 2025Q3: 204,023 shares; 2025Q4: 6,078,413 shares; 2026Q1: 6,100,413 shares; 2026Q2: 6,075,390 shares 6,075,390 $222M 18.51% -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: 3,223,950 shares; 2024Q4: 3,272,005 shares; 2025Q1: 3,237,400 shares; 2025Q2: 3,276,965 shares; 2025Q3: 3,376,718 shares; 2025Q4: 3,359,024 shares; 2026Q1: 3,439,041 shares; 2026Q2: 3,595,021 shares 3,595,021 $113M 9.45% +155,980 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: 729,286 shares; 2024Q4: 1,022,939 shares; 2025Q1: 628,256 shares; 2025Q2: 920,073 shares; 2025Q3: 973,313 shares; 2025Q4: 1,046,535 shares; 2026Q1: 757,846 shares; 2026Q2: 879,321 shares 879,321 $79.8M 6.66% +121,475 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: 957,417 shares; 2024Q4: 275,924 shares; 2025Q1: 695,206 shares; 2025Q2: 747,947 shares; 2025Q3: 794,469 shares; 2025Q4: 754,887 shares; 2026Q1: 541,704 shares; 2026Q2: 895,096 shares 895,096 $45.1M 3.76% +353,392 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 reported; 2024Q4: 522,931 shares; 2025Q1: 721,866 shares; 2025Q2: 1,272,297 shares; 2025Q3: 1,511,629 shares; 2025Q4: 1,564,536 shares; 2026Q1: 1,556,810 shares; 2026Q2: 1,658,700 shares 1,658,700 $44.2M 3.69% +101,890 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: 380,665 shares; 2024Q4: 300,343 shares; 2025Q1: 316,758 shares; 2025Q2: 134,552 shares; 2025Q3: 148,450 shares; 2025Q4: 178,154 shares; 2026Q1: 219,533 shares; 2026Q2: 646,149 shares 646,149 $42.9M 3.58% +426,616 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: 185,905 shares; 2024Q4: 208,678 shares; 2025Q1: 169,293 shares; 2025Q2: 163,059 shares; 2025Q3: 140,043 shares; 2025Q4: 146,223 shares; 2026Q1: 121,228 shares; 2026Q2: 185,924 shares 185,924 $37.2M 3.1% +64,696 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,557,350 shares; 2026Q2: 1,785,321 shares 1,785,321 $35.2M 2.93% +227,971 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: 62,211 shares; 2024Q4: 79,900 shares; 2025Q1: 60,646 shares; 2025Q2: 29,239 shares; 2025Q3: 67,286 shares; 2025Q4: 72,649 shares; 2026Q1: 61,716 shares; 2026Q2: 86,520 shares 86,520 $25M 2.09% +24,804 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: 25,171 shares; 2024Q4: 24,305 shares; 2025Q1: 61,447 shares; 2025Q2: 155,725 shares; 2025Q3: 174,650 shares; 2025Q4: 430,835 shares; 2026Q1: 349,025 shares; 2026Q2: 203,485 shares 203,485 $23.9M 1.99% -145,540 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: 357,681 shares; 2024Q4: 237,412 shares; 2025Q1: 218,366 shares; 2025Q2: 218,609 shares; 2025Q3: 222,994 shares; 2025Q4: 254,324 shares; 2026Q1: 179,458 shares; 2026Q2: 250,963 shares 250,963 $20.8M 1.73% +71,505 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: 4,557 shares; 2024Q4: 11,164 shares; 2025Q1: 11,106 shares; 2025Q2: 13,066 shares; 2025Q3: 13,495 shares; 2025Q4: 12,901 shares; 2026Q1: 15,573 shares; 2026Q2: 24,041 shares 24,041 $18M 1.5% +8,468 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,874 shares; 2025Q3: 61,037 shares; 2025Q4: 58,425 shares; 2026Q1: 51,404 shares; 2026Q2: 50,748 shares 50,748 $17.5M 1.46% -656 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 reported; 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 1.38% +24,663 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: 12,416 shares; 2024Q4: 219,063 shares; 2025Q1: 147,532 shares; 2025Q2: 49,881 shares; 2025Q3: 17,991 shares; 2025Q4: 27,028 shares; 2026Q1: 454,804 shares; 2026Q2: 177,393 shares 177,393 $16.3M 1.36% -277,411 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: 8,050 shares; 2024Q4: 142,923 shares; 2025Q1: 41,220 shares; 2025Q2: not reported; 2025Q3: 16,155 shares; 2025Q4: 14,503 shares; 2026Q1: 294,979 shares; 2026Q2: 148,994 shares 148,994 $14.9M 1.24% -145,985 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: 98,043 shares; 2024Q4: 180,020 shares; 2025Q1: 82,972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241,691 shares; 2026Q2: 126,917 shares 126,917 $14M 1.17% -114,774 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: 73,975 shares; 2024Q4: 34,163 shares; 2025Q1: 76,018 shares; 2025Q2: 196,309 shares; 2025Q3: 210,775 shares; 2025Q4: 207,176 shares; 2026Q1: 209,729 shares; 2026Q2: 190,313 shares 190,313 $13.6M 1.13% -19,416 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: 23,566 shares; 2024Q4: 34,583 shares; 2025Q1: 24,824 shares; 2025Q2: 27,478 shares; 2025Q3: 27,158 shares; 2025Q4: 27,262 shares; 2026Q1: 20,167 shares; 2026Q2: 16,945 shares 16,945 $12.7M 1.06% -3,222 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: 13,962 shares; 2024Q4: 18,687 shares; 2025Q1: 17,784 shares; 2025Q2: 13,470 shares; 2025Q3: 15,345 shares; 2025Q4: 15,237 shares; 2026Q1: 10,536 shares; 2026Q2: 24,150 shares 24,150 $12.1M 1.01% +13,614 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: 19,778 shares; 2024Q4: 33,009 shares; 2025Q1: 24,103 shares; 2025Q2: 12,641 shares; 2025Q3: 17,870 shares; 2025Q4: 20,456 shares; 2026Q1: 17,653 shares; 2026Q2: 28,914 shares 28,914 $10.3M 0.86% +11,261 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: 7,286 shares; 2024Q4: 18,644 shares; 2025Q1: 11,727 shares; 2025Q2: not reported; 2025Q3: 14,800 shares; 2025Q4: 16,552 shares; 2026Q1: 13,394 shares; 2026Q2: 26,512 shares 26,512 $9.37M 0.78% +13,118 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: 2,932 shares; 2024Q4: 10,189 shares; 2025Q1: not reported; 2025Q2: 46,220 shares; 2025Q3: 50,887 shares; 2025Q4: 44,131 shares; 2026Q1: 38,081 shares; 2026Q2: 43,789 shares 43,789 $9.32M 0.78% +5,708 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: 11,836 shares; 2024Q4: 11,662 shares; 2025Q1: 10,745 shares; 2025Q2: 9,236 shares; 2025Q3: 22,188 shares; 2025Q4: 23,356 shares; 2026Q1: 17,987 shares; 2026Q2: 103,190 shares 103,190 $8.89M 0.74% +85,203 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: 68,927 shares; 2024Q4: 161,356 shares; 2025Q1: 171,274 shares; 2025Q2: 150,854 shares; 2025Q3: 155,851 shares; 2025Q4: 150,998 shares; 2026Q1: 151,993 shares; 2026Q2: 156,970 shares 156,970 $8.84M 0.74% +4,977 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: 230,919 shares; 2024Q4: 172,073 shares; 2025Q1: 116,399 shares; 2025Q2: not reported; 2025Q3: 46,422 shares; 2025Q4: 78,182 shares; 2026Q1: 92,044 shares; 2026Q2: 161,149 shares 161,149 $8.34M 0.7% +69,105 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: 12,686 shares; 2024Q4: 10,678 shares; 2025Q1: not reported; 2025Q2: 19,224 shares; 2025Q3: 31,858 shares; 2025Q4: 35,527 shares; 2026Q1: 41,397 shares; 2026Q2: 47,803 shares 47,803 $7.85M 0.65% +6,406 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,994 shares; 2024Q4: 308,658 shares; 2025Q1: 230,336 shares; 2025Q2: 336,219 shares; 2025Q3: 331,550 shares; 2025Q4: 348,420 shares; 2026Q1: 238,323 shares; 2026Q2: 265,718 shares 265,718 $7.82M 0.65% +27,395 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: 44,948 shares; 2024Q4: 58,119 shares; 2025Q1: 57,317 shares; 2025Q2: 254,083 shares; 2025Q3: 292,537 shares; 2025Q4: 273,562 shares; 2026Q1: 242,236 shares; 2026Q2: 276,996 shares 276,996 $7.67M 0.64% +34,760 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,817 shares; 2025Q3: 59,927 shares; 2025Q4: 44,205 shares; 2026Q1: 118,585 shares; 2026Q2: 73,865 shares 73,865 $7.4M 0.62% -44,720 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: 73,305 shares; 2024Q4: 73,891 shares; 2025Q1: 73,734 shares; 2025Q2: 85,342 shares; 2025Q3: 91,972 shares; 2025Q4: 93,745 shares; 2026Q1: 94,179 shares; 2026Q2: 96,750 shares 96,750 $7.31M 0.61% +2,571 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: 34,221 shares; 2024Q4: 45,919 shares; 2025Q1: 37,214 shares; 2025Q2: 35,447 shares; 2025Q3: 36,445 shares; 2025Q4: 39,143 shares; 2026Q1: 13,819 shares; 2026Q2: 30,420 shares 30,420 $7.25M 0.6% +16,601 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: 13,811 shares; 2024Q4: 28,904 shares; 2025Q1: 11,381 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97,408 shares 97,408 $6.56M 0.55% 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: 29,856 shares; 2024Q4: 40,065 shares; 2025Q1: 13,462 shares; 2025Q2: 28,608 shares; 2025Q3: 29,572 shares; 2025Q4: 21,693 shares; 2026Q1: 10,172 shares; 2026Q2: 17,515 shares 17,515 $6.53M 0.54% +7,343 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: 116,425 shares; 2024Q4: 168,777 shares; 2025Q1: 139,462 shares; 2025Q2: not reported; 2025Q3: 43,936 shares; 2025Q4: 241,493 shares; 2026Q1: 253,946 shares; 2026Q2: 272,904 shares 272,904 $6.21M 0.52% +18,958 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,919 shares 13,919 $6.03M 0.5% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,402 shares 16,402 $5.98M 0.5% new 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: 107,706 shares; 2024Q4: 379,223 shares; 2025Q1: 305,996 shares; 2025Q2: 185,274 shares; 2025Q3: 205,051 shares; 2025Q4: 201,760 shares; 2026Q1: 184,252 shares; 2026Q2: 201,288 shares 201,288 $5.83M 0.49% +17,036 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: 11,222 shares; 2024Q4: 11,626 shares; 2025Q1: not reported; 2025Q2: 71,992 shares; 2025Q3: 80,712 shares; 2025Q4: 72,242 shares; 2026Q1: 83,760 shares; 2026Q2: 74,344 shares 74,344 $5.73M 0.48% -9,416 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,479 shares; 2025Q4: 135,127 shares; 2026Q1: 142,734 shares; 2026Q2: 150,565 shares 150,565 $5.69M 0.47% +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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,318 shares; 2025Q4: not reported; 2026Q1: 115,042 shares; 2026Q2: 108,565 shares 108,565 $5.51M 0.46% -6,477 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: 4,575 shares; 2024Q4: 4,390 shares; 2025Q1: not reported; 2025Q2: 13,502 shares; 2025Q3: 14,318 shares; 2025Q4: 14,753 shares; 2026Q1: 13,007 shares; 2026Q2: 14,860 shares 14,860 $5.5M 0.46% +1,853 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: 19,072 shares; 2024Q4: 23,972 shares; 2025Q1: 23,784 shares; 2025Q2: 18,181 shares; 2025Q3: 18,346 shares; 2025Q4: 18,506 shares; 2026Q1: 15,783 shares; 2026Q2: 16,553 shares 16,553 $5.42M 0.45% +770 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,124 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190,850 shares; 2026Q2: 106,315 shares 106,315 $5.34M 0.45% -84,535 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151,487 shares; 2025Q3: 194,577 shares; 2025Q4: 130,953 shares; 2026Q1: 166,819 shares; 2026Q2: 168,153 shares 168,153 $5.23M 0.44% +1,334 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,674 shares; 2025Q4: 50,846 shares; 2026Q1: 35,130 shares; 2026Q2: 54,546 shares 54,546 $5.21M 0.43% +19,416 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: 19,908 shares; 2024Q4: 21,529 shares; 2025Q1: 19,743 shares; 2025Q2: 15,115 shares; 2025Q3: 15,548 shares; 2025Q4: 16,436 shares; 2026Q1: 12,658 shares; 2026Q2: 13,675 shares 13,675 $5.17M 0.43% +1,017 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157,528 shares 157,528 $5.12M 0.43% new 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: 1,095 shares; 2024Q4: 1,063 shares; 2025Q1: not reported; 2025Q2: 13,979 shares; 2025Q3: 15,449 shares; 2025Q4: 15,551 shares; 2026Q1: 15,934 shares; 2026Q2: 16,306 shares 16,306 $4.94M 0.41% +372 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: 51,749 shares; 2024Q4: 33,564 shares; 2025Q1: 15,020 shares; 2025Q2: not reported; 2025Q3: 49,068 shares; 2025Q4: 50,684 shares; 2026Q1: 46,837 shares; 2026Q2: 72,654 shares 72,654 $4.91M 0.41% +25,817 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 reported; 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 0.39% +4,162 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: 7,872 shares; 2024Q4: 6,647 shares; 2025Q1: 12,812 shares; 2025Q2: not reported; 2025Q3: 12,586 shares; 2025Q4: 13,684 shares; 2026Q1: 16,219 shares; 2026Q2: 18,123 shares 18,123 $4.6M 0.38% +1,904 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: 57,996 shares; 2024Q4: 39,362 shares; 2025Q1: 18,439 shares; 2025Q2: not reported; 2025Q3: 37,069 shares; 2025Q4: 54,993 shares; 2026Q1: 49,825 shares; 2026Q2: 78,269 shares 78,269 $4.51M 0.38% +28,444 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,706 shares; 2026Q2: 39,989 shares 39,989 $4.22M 0.35% -35,717 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,826 shares; 2025Q4: 73,430 shares; 2026Q1: 82,197 shares; 2026Q2: 83,957 shares 83,957 $3.96M 0.33% +1,760 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: 7,750 shares; 2024Q4: 12,068 shares; 2025Q1: 15,003 shares; 2025Q2: 70,981 shares; 2025Q3: 90,923 shares; 2025Q4: 96,771 shares; 2026Q1: 74,112 shares; 2026Q2: 66,225 shares 66,225 $3.95M 0.33% -7,887 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: 8,484 shares; 2024Q4: 10,162 shares; 2025Q1: not reported; 2025Q2: 16,279 shares; 2025Q3: 16,369 shares; 2025Q4: 17,009 shares; 2026Q1: not reported; 2026Q2: 14,525 shares 14,525 $3.93M 0.33% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,719 shares; 2025Q3: 23,762 shares; 2025Q4: 23,627 shares; 2026Q1: 25,272 shares; 2026Q2: 25,272 shares 25,272 $3.85M 0.32% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,340 shares 64,340 $3.84M 0.32% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 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 0.32% +4,300 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,907 shares; 2025Q4: 35,776 shares; 2026Q1: 56,268 shares; 2026Q2: 55,732 shares 55,732 $3.81M 0.32% -536 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,669 shares; 2025Q3: 35,900 shares; 2025Q4: 32,496 shares; 2026Q1: 32,504 shares; 2026Q2: 37,001 shares 37,001 $3.57M 0.3% +4,497 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 reported; 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 0.29% +9,032 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: 17,321 shares; 2024Q4: 6,623 shares; 2025Q1: 11,668 shares; 2025Q2: not reported; 2025Q3: 22,809 shares; 2025Q4: 27,616 shares; 2026Q1: 34,496 shares; 2026Q2: 25,311 shares 25,311 $3.46M 0.29% -9,185 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: 2,288 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,765 shares 19,765 $3.36M 0.28% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,425 shares; 2025Q4: 62,213 shares; 2026Q1: 64,265 shares; 2026Q2: 75,396 shares 75,396 $3.35M 0.28% +11,131 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 reported; 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 0.27% new 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: 17,148 shares; 2024Q4: 15,983 shares; 2025Q1: 23,513 shares; 2025Q2: 30,417 shares; 2025Q3: 30,964 shares; 2025Q4: 25,056 shares; 2026Q1: 18,695 shares; 2026Q2: 14,622 shares 14,622 $3.19M 0.27% -4,073 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,641 shares; 2025Q3: 84,961 shares; 2025Q4: 78,430 shares; 2026Q1: 63,604 shares; 2026Q2: 77,234 shares 77,234 $3.16M 0.26% +13,630 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 reported; 2024Q4: not reported; 2025Q1: 19,772 shares; 2025Q2: not reported; 2025Q3: 30,557 shares; 2025Q4: 33,296 shares; 2026Q1: 34,244 shares; 2026Q2: 94,148 shares 94,148 $2.99M 0.25% +59,904 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,077 shares; 2025Q3: 25,422 shares; 2025Q4: 25,881 shares; 2026Q1: 32,128 shares; 2026Q2: 30,805 shares 30,805 $2.97M 0.25% -1,323 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: 21,407 shares; 2024Q4: 27,233 shares; 2025Q1: 21,978 shares; 2025Q2: 21,816 shares; 2025Q3: 21,798 shares; 2025Q4: 27,913 shares; 2026Q1: 32,243 shares; 2026Q2: 26,131 shares 26,131 $2.96M 0.25% -6,112 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,031 shares; 2025Q4: 61,485 shares; 2026Q1: 62,762 shares; 2026Q2: 69,132 shares 69,132 $2.93M 0.24% +6,370 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,215 shares; 2025Q3: 14,154 shares; 2025Q4: 14,122 shares; 2026Q1: 14,363 shares; 2026Q2: 14,392 shares 14,392 $2.82M 0.23% +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 reported; 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 0.23% 0 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: 1,281,172 shares; 2024Q4: 460,015 shares; 2025Q1: 828,571 shares; 2025Q2: 147,478 shares; 2025Q3: 124,676 shares; 2025Q4: 161,123 shares; 2026Q1: 159,553 shares; 2026Q2: 118,748 shares 118,748 $2.71M 0.23% -40,805 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: 29,514 shares; 2025Q3: 30,611 shares; 2025Q4: 17,784 shares; 2026Q1: 23,041 shares; 2026Q2: 23,953 shares 23,953 $2.41M 0.2% +912 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: 2,002 shares; 2024Q4: 6,440 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,260 shares; 2026Q1: not reported; 2026Q2: 12,075 shares 12,075 $2.3M 0.19% new 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: not reported; 2025Q2: not reported; 2025Q3: 10,230 shares; 2025Q4: 11,023 shares; 2026Q1: 16,086 shares; 2026Q2: 15,800 shares 15,800 $2.21M 0.18% -286 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: 5,518 shares; 2024Q4: 11,602 shares; 2025Q1: 11,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,891 shares 11,891 $2.15M 0.18% new 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: 15,196 shares; 2024Q4: 4,040 shares; 2025Q1: 15,596 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,057 shares; 2026Q1: 24,118 shares; 2026Q2: 25,179 shares 25,179 $2.05M 0.17% +1,061 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 reported; 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 0.17% -131 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: 8,242 shares; 2024Q4: 17,527 shares; 2025Q1: 17,529 shares; 2025Q2: not reported; 2025Q3: 13,757 shares; 2025Q4: 15,281 shares; 2026Q1: 18,450 shares; 2026Q2: 16,963 shares 16,963 $1.99M 0.17% -1,487 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: 39,258 shares; 2025Q4: 47,298 shares; 2026Q1: 54,858 shares; 2026Q2: 51,848 shares 51,848 $1.94M 0.16% -3,010 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: 14,696 shares; 2024Q4: 11,469 shares; 2025Q1: 16,074 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,383 shares; 2026Q2: 13,200 shares 13,200 $1.94M 0.16% +2,817 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: 8,514 shares; 2024Q4: 7,412 shares; 2025Q1: not reported; 2025Q2: 40,885 shares; 2025Q3: 58,948 shares; 2025Q4: 56,226 shares; 2026Q1: 33,335 shares; 2026Q2: 19,270 shares 19,270 $1.91M 0.16% -14,065 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 reported; 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 0.16% 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: not reported; 2026Q2: 21,540 shares 21,540 $1.74M 0.14% 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: 24,258 shares; 2024Q4: 27,181 shares; 2025Q1: 18,103 shares; 2025Q2: 55,026 shares; 2025Q3: 55,035 shares; 2025Q4: 55,044 shares; 2026Q1: 37,934 shares; 2026Q2: 33,883 shares 33,883 $1.71M 0.14% -4,051 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: 24,776 shares; 2024Q4: 34,611 shares; 2025Q1: 32,705 shares; 2025Q2: not reported; 2025Q3: 25,679 shares; 2025Q4: 28,467 shares; 2026Q1: 14,714 shares; 2026Q2: 29,501 shares 29,501 $1.68M 0.14% +14,787 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,685 shares; 2025Q4: 23,715 shares; 2026Q1: 36,205 shares; 2026Q2: 34,955 shares 34,955 $1.68M 0.14% -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: 193,514 shares; 2024Q4: 227,782 shares; 2025Q1: 231,083 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 0.14% -273,896 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: 6,276 shares; 2024Q4: 6,337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,375 shares 10,375 $1.64M 0.14% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,680 shares 37,680 $1.63M 0.14% new 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 reported; 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 0.13% +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 reported; 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 0.13% 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 reported; 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 0.13% +15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,756 shares; 2025Q4: 26,008 shares; 2026Q1: 27,620 shares; 2026Q2: 30,066 shares 30,066 $1.48M 0.12% +2,446 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: 252,149 shares; 2024Q4: 444,661 shares; 2025Q1: 449,485 shares; 2025Q2: 503,561 shares; 2025Q3: 507,542 shares; 2025Q4: 640,498 shares; 2026Q1: 424,667 shares; 2026Q2: 78,059 shares 78,059 $1.47M 0.12% -346,608 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: 22,547 shares; 2024Q4: 18,983 shares; 2025Q1: 21,152 shares; 2025Q2: not reported; 2025Q3: 23,742 shares; 2025Q4: 13,546 shares; 2026Q1: 31,315 shares; 2026Q2: 34,067 shares 34,067 $1.44M 0.12% +2,752 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 reported; 2024Q4: 10,762 shares; 2025Q1: 29,400 shares; 2025Q2: not reported; 2025Q3: 22,606 shares; 2025Q4: 22,972 shares; 2026Q1: 28,541 shares; 2026Q2: 28,226 shares 28,226 $1.4M 0.12% -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 reported; 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 0.11% -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 reported; 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 0.11% 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: 11,334 shares; 2024Q4: 33,593 shares; 2025Q1: 32,418 shares; 2025Q2: not reported; 2025Q3: 23,700 shares; 2025Q4: 22,406 shares; 2026Q1: 20,148 shares; 2026Q2: 26,150 shares 26,150 $1.26M 0.11% +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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,628 shares 15,628 $1.24M 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,444 shares; 2025Q4: 32,156 shares; 2026Q1: 32,288 shares; 2026Q2: 35,865 shares 35,865 $1.21M 0.1% +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 reported; 2024Q4: 4,131 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,569 shares 18,569 $1.16M 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,259 shares 19,259 $1.15M 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,481 shares; 2025Q4: 33,484 shares; 2026Q1: 41,208 shares; 2026Q2: 41,673 shares 41,673 $1.14M 0.09% +465 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,657 shares; 2025Q4: 22,586 shares; 2026Q1: 23,638 shares; 2026Q2: 26,362 shares 26,362 $988K 0.08% +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 reported; 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 0.08% 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 reported; 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 0.08% +1,040 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,603 shares; 2026Q2: 20,976 shares 20,976 $924K 0.08% +1,373 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 reported; 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 0.07% +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 reported; 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 0.07% +1,024 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 reported; 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 0.07% 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 reported; 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 0.06% +511 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 10,419 shares 10,419 $769K 0.06% new 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 reported; 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 0.06% +459 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 13,115 shares; 2025Q1: 12,123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,493 shares; 2026Q2: 10,377 shares 10,377 $747K 0.06% -1,116 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: 25,883 shares; 2024Q4: 58,963 shares; 2025Q1: 104,253 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,969 shares 19,969 $729K 0.06% new 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: not reported; 2024Q4: 10,985 shares; 2025Q1: 12,843 shares; 2025Q2: not reported; 2025Q3: 15,650 shares; 2025Q4: 12,195 shares; 2026Q1: not reported; 2026Q2: 13,164 shares 13,164 $706K 0.06% new Timeline EUV 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 reported; 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 0.06% new Timeline 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 reported; 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 0.05% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,490 shares; 2024Q4: 19,082 shares; 2025Q1: 12,630 shares; 2025Q2: not reported; 2025Q3: 20,843 shares; 2025Q4: 20,558 shares; 2026Q1: 13,602 shares; 2026Q2: 11,189 shares 11,189 $648K 0.05% -2,413 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,245 shares; 2025Q4: 24,245 shares; 2026Q1: 23,595 shares; 2026Q2: 23,595 shares 23,595 $609K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,068 shares; 2025Q4: 29,958 shares; 2026Q1: 30,635 shares; 2026Q2: 30,709 shares 30,709 $587K 0.05% +74 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,601 shares; 2026Q1: 12,774 shares; 2026Q2: 12,006 shares 12,006 $581K 0.05% -768 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,090 shares 10,090 $567K 0.05% new 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 reported; 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 0.05% -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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,456 shares; 2025Q4: 24,456 shares; 2026Q1: 15,886 shares; 2026Q2: 15,788 shares 15,788 $550K 0.05% -98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,174 shares 12,174 $540K 0.05% new 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: 14,481 shares; 2026Q2: 33,579 shares 33,579 $533K 0.04% +19,098 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 reported; 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 0.04% +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 reported; 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 0.04% +724 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,551 shares 12,551 $480K 0.04% new 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 reported; 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 0.04% +6,713 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,221 shares 10,221 $465K 0.04% new 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 reported; 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 0.04% +24,332 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,300 shares; 2025Q4: 15,100 shares; 2026Q1: 19,524 shares; 2026Q2: 16,624 shares 16,624 $431K 0.04% -2,900 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,209 shares 10,209 $403K 0.03% 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 reported; 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 0.03% -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 reported; 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 0.03% 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: 31,112 shares; 2024Q4: 36,046 shares; 2025Q1: 34,889 shares; 2025Q2: not reported; 2025Q3: 35,063 shares; 2025Q4: 18,015 shares; 2026Q1: 47,599 shares; 2026Q2: 16,293 shares 16,293 $337K 0.03% -31,306 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,517 shares 14,517 $325K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,315 shares; 2026Q2: 23,233 shares 23,233 $323K 0.03% +3,918 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,300 shares; 2025Q1: 22,610 shares; 2025Q2: not reported; 2025Q3: 19,305 shares; 2025Q4: 20,730 shares; 2026Q1: 20,230 shares; 2026Q2: 18,976 shares 18,976 $299K 0.02% -1,254 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 reported; 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 0.02% +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 reported; 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 0.02% 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 reported; 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 0.02% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,293 shares 10,293 $262K 0.02% 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 reported; 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 0.02% new Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR 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: 21,800 shares; 2026Q2: 17,500 shares 17,500 $252K 0.02% -4,300 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,655 shares 10,655 $250K 0.02% new 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: 8,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,919 shares; 2026Q1: 20,169 shares; 2026Q2: 10,259 shares 10,259 $247K 0.02% -9,910 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 reported; 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 0.02% 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 reported; 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 0.02% 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 reported; 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 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,060 shares; 2026Q2: 13,914 shares 13,914 $219K 0.02% +854 Timeline