IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,661 shares; 2025Q1: 95,923 shares; 2025Q2: 97,093 shares; 2025Q3: 82,936 shares; 2025Q4: 64,956 shares; 2026Q1: 56,015 shares; 2026Q2: 48,642 shares; 2026Q3: 42,664 shares 42,664 $32.7M 11.25% -5,978 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226,849 shares; 2025Q1: 231,757 shares; 2025Q2: 237,865 shares; 2025Q3: 202,172 shares; 2025Q4: 159,153 shares; 2026Q1: 142,152 shares; 2026Q2: 131,990 shares; 2026Q3: 125,546 shares 125,546 $29.3M 10.08% -6,444 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; 2024Q4: 251,399 shares; 2025Q1: 267,361 shares; 2025Q2: 296,671 shares; 2025Q3: 249,951 shares; 2025Q4: 197,568 shares; 2026Q1: 179,036 shares; 2026Q2: 173,020 shares; 2026Q3: 175,852 shares 175,852 $27.3M 9.39% +2,832 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,309 shares; 2026Q2: 358,548 shares; 2026Q3: 1,262,808 shares 1,262,808 $26.3M 9.07% +904,260 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425,980 shares; 2025Q1: 441,402 shares; 2025Q2: 464,484 shares; 2025Q3: 391,209 shares; 2025Q4: 303,626 shares; 2026Q1: 265,128 shares; 2026Q2: 231,088 shares; 2026Q3: 205,109 shares 205,109 $25.2M 8.69% -25,979 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,282 shares; 2025Q1: 33,887 shares; 2025Q2: 38,299 shares; 2025Q3: 32,566 shares; 2025Q4: 25,457 shares; 2026Q1: 23,810 shares; 2026Q2: 23,633 shares; 2026Q3: 25,444 shares 25,444 $18.8M 6.48% +1,811 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,995 shares; 2025Q2: 117,492 shares; 2025Q3: 102,445 shares; 2025Q4: 89,472 shares; 2026Q1: 113,653 shares; 2026Q2: 142,542 shares; 2026Q3: 182,114 shares 182,114 $18.4M 6.34% +39,572 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,407 shares; 2025Q1: 108,318 shares; 2025Q2: 231,838 shares; 2025Q3: 202,698 shares; 2025Q4: 174,488 shares; 2026Q1: 190,880 shares; 2026Q2: 196,837 shares; 2026Q3: 233,118 shares 233,118 $12.6M 4.32% +36,281 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,030 shares; 2026Q1: 22,254 shares; 2026Q2: 36,863 shares; 2026Q3: 43,893 shares 43,893 $6.66M 2.29% +7,030 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,218 shares; 2026Q3: 82,979 shares 82,979 $6.51M 2.24% +79,761 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,226 shares; 2026Q3: 120,913 shares 120,913 $6.39M 2.2% +116,687 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,721 shares; 2025Q1: 74,091 shares; 2025Q2: 94,628 shares; 2025Q3: 83,717 shares; 2025Q4: 75,102 shares; 2026Q1: 79,122 shares; 2026Q2: 86,334 shares; 2026Q3: 69,319 shares 69,319 $5.43M 1.87% -17,015 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,100 shares; 2026Q2: 107,379 shares; 2026Q3: 191,803 shares 191,803 $5.35M 1.84% +84,424 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,236 shares; 2026Q3: 255,693 shares 255,693 $5.26M 1.81% +203,457 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,905 shares; 2026Q2: 41,823 shares; 2026Q3: 74,384 shares 74,384 $4.97M 1.71% +32,561 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,689 shares; 2025Q1: 134,945 shares; 2025Q2: 171,737 shares; 2025Q3: 151,942 shares; 2025Q4: 122,526 shares; 2026Q1: 116,468 shares; 2026Q2: 110,787 shares; 2026Q3: 82,948 shares 82,948 $4.7M 1.62% -27,839 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,160 shares; 2026Q1: 59,255 shares; 2026Q2: 99,575 shares; 2026Q3: 89,719 shares 89,719 $4.44M 1.53% -9,856 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,565 shares; 2025Q1: 106,632 shares; 2025Q2: 113,497 shares; 2025Q3: 92,412 shares; 2025Q4: 136,162 shares; 2026Q1: 116,605 shares; 2026Q2: 108,127 shares; 2026Q3: 60,977 shares 60,977 $3.75M 1.29% -47,150 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263,858 shares; 2025Q1: 296,776 shares; 2025Q2: 361,085 shares; 2025Q3: 320,645 shares; 2025Q4: 242,397 shares; 2026Q1: 215,864 shares; 2026Q2: 169,860 shares; 2026Q3: 106,723 shares 106,723 $3.29M 1.13% -63,137 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157,244 shares; 2025Q1: 177,101 shares; 2025Q2: 216,341 shares; 2025Q3: 191,772 shares; 2025Q4: 145,019 shares; 2026Q1: 129,055 shares; 2026Q2: 100,980 shares; 2026Q3: 63,258 shares 63,258 $3.23M 1.11% -37,722 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,664 shares; 2025Q2: 83,159 shares; 2025Q3: 70,576 shares; 2025Q4: 60,605 shares; 2026Q1: 76,685 shares; 2026Q2: 84,808 shares; 2026Q3: 42,607 shares 42,607 $3.14M 1.08% -42,201 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,419 shares; 2025Q1: 51,293 shares; 2025Q2: 79,152 shares; 2025Q3: 70,488 shares; 2025Q4: 59,311 shares; 2026Q1: 59,567 shares; 2026Q2: 62,881 shares; 2026Q3: 52,767 shares 52,767 $2.7M 0.93% -10,114 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,301 shares; 2026Q2: 127,234 shares; 2026Q3: 73,743 shares 73,743 $2.49M 0.86% -53,491 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300,886 shares; 2025Q1: 292,825 shares; 2025Q2: 210,385 shares; 2025Q3: 169,275 shares; 2025Q4: 124,319 shares; 2026Q1: 91,398 shares; 2026Q2: 71,337 shares; 2026Q3: 46,076 shares 46,076 $2.1M 0.72% -25,261 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,334 shares; 2025Q1: 58,268 shares; 2025Q2: 41,697 shares; 2025Q3: 34,528 shares; 2025Q4: 24,359 shares; 2026Q1: 16,817 shares; 2026Q2: 12,076 shares; 2026Q3: 7,576 shares 7,576 $1.75M 0.6% -4,500 Timeline VGHY VANGUARD FIXED INCOME SECS F More: the full row for VANGUARD FIXED INCOME SECS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,387 shares; 2026Q1: 29,424 shares; 2026Q2: 33,874 shares; 2026Q3: 22,547 shares 22,547 $1.63M 0.56% -11,327 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130,988 shares; 2025Q1: 132,997 shares; 2025Q2: 97,427 shares; 2025Q3: 80,015 shares; 2025Q4: 57,023 shares; 2026Q1: 41,650 shares; 2026Q2: 29,049 shares; 2026Q3: 18,227 shares 18,227 $1.61M 0.56% -10,822 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,909 shares; 2026Q3: 17,722 shares 17,722 $1.44M 0.5% +4,813 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,180 shares; 2026Q3: 12,745 shares 12,745 $1.41M 0.48% +3,565 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,312 shares; 2025Q1: 135,945 shares; 2025Q2: 97,474 shares; 2025Q3: 77,341 shares; 2025Q4: 57,021 shares; 2026Q1: 42,849 shares; 2026Q2: 33,460 shares; 2026Q3: 21,625 shares 21,625 $1.06M 0.36% -11,835 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,779 shares; 2025Q1: 8,055 shares; 2025Q2: 8,166 shares; 2025Q3: 8,857 shares; 2025Q4: 8,322 shares; 2026Q1: 7,192 shares; 2026Q2: 7,238 shares; 2026Q3: 7,298 shares 7,298 $1.04M 0.36% +60 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,527 shares; 2025Q1: 75,204 shares; 2025Q2: 96,856 shares; 2025Q3: 85,787 shares; 2025Q4: 57,370 shares; 2026Q1: 43,647 shares; 2026Q2: 24,889 shares; 2026Q3: 12,611 shares 12,611 $974K 0.34% -12,278 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; 2024Q4: 35,597 shares; 2025Q1: 36,856 shares; 2025Q2: 36,388 shares; 2025Q3: 36,289 shares; 2025Q4: 32,441 shares; 2026Q1: 28,988 shares; 2026Q2: 29,448 shares; 2026Q3: 29,210 shares 29,210 $950K 0.33% -238 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,846 shares; 2025Q1: 27,140 shares; 2025Q2: 19,871 shares; 2025Q3: 16,376 shares; 2025Q4: 12,502 shares; 2026Q1: 9,118 shares; 2026Q2: 6,736 shares; 2026Q3: 4,192 shares 4,192 $915K 0.31% -2,544 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,137 shares; 2026Q2: 38,200 shares; 2026Q3: 21,179 shares 21,179 $881K 0.3% -17,021 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; 2024Q4: 4,697 shares; 2025Q1: 4,844 shares; 2025Q2: 4,872 shares; 2025Q3: 5,099 shares; 2025Q4: 4,561 shares; 2026Q1: 3,992 shares; 2026Q2: 3,999 shares; 2026Q3: 3,936 shares 3,936 $851K 0.29% -63 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,607 shares; 2025Q1: 32,046 shares; 2025Q2: 68,815 shares; 2025Q3: 56,475 shares; 2025Q4: 43,355 shares; 2026Q1: 40,712 shares; 2026Q2: 23,641 shares; 2026Q3: 10,246 shares 10,246 $776K 0.27% -13,395 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,023 shares; 2025Q1: 2,077 shares; 2025Q2: 3,684 shares; 2025Q3: 2,716 shares; 2025Q4: 2,683 shares; 2026Q1: 2,161 shares; 2026Q2: 2,947 shares; 2026Q3: 2,987 shares 2,987 $682K 0.23% +40 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,958 shares; 2025Q1: 28,713 shares; 2025Q2: 3,107 shares; 2025Q3: 3,072 shares; 2025Q4: 5,255 shares; 2026Q1: 4,597 shares; 2026Q2: 3,955 shares; 2026Q3: 3,476 shares 3,476 $680K 0.23% -479 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares; 2026Q2: 3,796 shares; 2026Q3: 3,796 shares 3,796 $609K 0.21% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,680 shares; 2025Q1: 1,664 shares; 2025Q2: 1,647 shares; 2025Q3: 1,676 shares; 2025Q4: 1,862 shares; 2026Q1: 1,675 shares; 2026Q2: 1,959 shares; 2026Q3: 1,814 shares 1,814 $604K 0.21% -145 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; 2024Q4: 1,518 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,641 shares; 2025Q4: 1,642 shares; 2026Q1: 1,642 shares; 2026Q2: 1,643 shares; 2026Q3: 1,598 shares 1,598 $598K 0.21% -45 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,471 shares; 2025Q1: 1,494 shares; 2025Q2: 1,838 shares; 2025Q3: 1,494 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares; 2026Q2: 1,478 shares; 2026Q3: 1,412 shares 1,412 $518K 0.18% -66 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,182 shares 3,182 $518K 0.18% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,426 shares; 2025Q3: 4,041 shares; 2025Q4: 5,024 shares; 2026Q1: 5,044 shares; 2026Q2: 4,938 shares; 2026Q3: 5,711 shares 5,711 $513K 0.18% +773 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,056 shares; 2025Q1: 37,854 shares; 2025Q2: 29,419 shares; 2025Q3: 25,799 shares; 2025Q4: 22,652 shares; 2026Q1: 17,731 shares; 2026Q2: 16,433 shares; 2026Q3: 10,922 shares 10,922 $510K 0.18% -5,511 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,604 shares; 2025Q1: 2,425 shares; 2025Q2: 2,450 shares; 2025Q3: 2,426 shares; 2025Q4: 2,367 shares; 2026Q1: 2,260 shares; 2026Q2: 2,279 shares; 2026Q3: 2,311 shares 2,311 $471K 0.16% +32 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,505 shares; 2025Q1: 31,912 shares; 2025Q2: 24,820 shares; 2025Q3: 20,473 shares; 2025Q4: 17,966 shares; 2026Q1: 13,998 shares; 2026Q2: 12,440 shares; 2026Q3: 8,049 shares 8,049 $445K 0.15% -4,391 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,114 shares; 2025Q1: 1,110 shares; 2025Q2: 1,031 shares; 2025Q3: 853 shares; 2025Q4: 625 shares; 2026Q1: 593 shares; 2026Q2: 577 shares; 2026Q3: 617 shares 617 $433K 0.15% +40 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,046 shares; 2025Q1: 4,079 shares; 2025Q2: 4,641 shares; 2025Q3: 4,676 shares; 2025Q4: 4,646 shares; 2026Q1: 4,681 shares; 2026Q2: 4,716 shares; 2026Q3: 5,965 shares 5,965 $420K 0.14% +1,249 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; 2024Q4: 13,391 shares; 2025Q1: 13,500 shares; 2025Q2: 13,533 shares; 2025Q3: 13,613 shares; 2025Q4: 10,915 shares; 2026Q1: 16,355 shares; 2026Q2: 16,563 shares; 2026Q3: 16,373 shares 16,373 $400K 0.14% -190 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 735 shares; 2025Q1: 706 shares; 2025Q2: 670 shares; 2025Q3: 771 shares; 2025Q4: 691 shares; 2026Q1: 714 shares; 2026Q2: 780 shares; 2026Q3: 770 shares 770 $395K 0.14% -10 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,868 shares; 2025Q1: 2,868 shares; 2025Q2: 2,868 shares; 2025Q3: 2,868 shares; 2025Q4: 2,868 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares; 2026Q3: 3,700 shares 3,700 $373K 0.13% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,943 shares 5,943 $364K 0.13% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329 shares; 2026Q3: 335 shares 335 $357K 0.12% +6 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares; 2026Q3: 764 shares 764 $345K 0.12% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,240 shares; 2025Q3: 3,924 shares; 2025Q4: 3,892 shares; 2026Q1: 3,886 shares; 2026Q2: 3,886 shares; 2026Q3: 3,878 shares 3,878 $334K 0.11% -8 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares; 2026Q3: 394 shares 394 $320K 0.11% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: 3,278 shares; 2025Q4: 3,278 shares; 2026Q1: 3,278 shares; 2026Q2: 3,278 shares; 2026Q3: 3,278 shares 3,278 $302K 0.1% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares; 2026Q3: 1,990 shares 1,990 $296K 0.1% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 1,134 shares; 2026Q1: 828 shares; 2026Q2: 875 shares; 2026Q3: 854 shares 854 $294K 0.1% -21 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,620 shares; 2025Q1: 17,476 shares; 2025Q2: 15,412 shares; 2025Q3: 13,041 shares; 2025Q4: 9,230 shares; 2026Q1: 4,789 shares; 2026Q2: 4,314 shares; 2026Q3: 3,584 shares 3,584 $293K 0.1% -730 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 362 shares; 2026Q3: 368 shares 368 $281K 0.1% +6 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,316 shares; 2025Q1: 42,017 shares; 2025Q2: 31,577 shares; 2025Q3: 24,854 shares; 2025Q4: 18,396 shares; 2026Q1: 13,663 shares; 2026Q2: 10,464 shares; 2026Q3: 6,594 shares 6,594 $273K 0.09% -3,870 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497 shares; 2026Q3: 438 shares 438 $267K 0.09% -59 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,134 shares; 2026Q2: 1,231 shares; 2026Q3: 1,262 shares 1,262 $258K 0.09% +31 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,456 shares; 2025Q1: 26,516 shares; 2025Q2: 23,300 shares; 2025Q3: 19,405 shares; 2025Q4: 14,329 shares; 2026Q1: 8,198 shares; 2026Q2: 7,099 shares; 2026Q3: 4,970 shares 4,970 $253K 0.09% -2,129 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,493 shares; 2025Q1: 19,235 shares; 2025Q2: 19,886 shares; 2025Q3: 24,401 shares; 2025Q4: 23,768 shares; 2026Q1: 19,700 shares; 2026Q2: 17,808 shares; 2026Q3: 12,937 shares 12,937 $250K 0.09% -4,871 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,668 shares; 2026Q2: 23,153 shares; 2026Q3: 7,555 shares 7,555 $247K 0.08% -15,598 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: 636 shares; 2026Q1: not reported; 2026Q2: 757 shares; 2026Q3: 656 shares 656 $230K 0.08% -101 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530 shares; 2025Q4: 531 shares; 2026Q1: not reported; 2026Q2: 2,382 shares; 2026Q3: 2,385 shares 2,385 $221K 0.08% +3 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 652 shares 652 $216K 0.07% new Timeline FDTX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,130 shares; 2025Q1: 31,746 shares; 2025Q2: 19,262 shares; 2025Q3: 15,995 shares; 2025Q4: 13,557 shares; 2026Q1: 10,755 shares; 2026Q2: 4,788 shares; 2026Q3: 3,535 shares 3,535 $208K 0.07% -1,253 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,432 shares; 2025Q3: 15,422 shares; 2025Q4: 16,269 shares; 2026Q1: 11,825 shares; 2026Q2: 10,404 shares; 2026Q3: 10,401 shares 10,401 $206K 0.07% -3 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,875 shares; 2025Q1: 9,341 shares; 2025Q2: 7,621 shares; 2025Q3: 6,872 shares; 2025Q4: 6,256 shares; 2026Q1: 5,573 shares; 2026Q2: 5,036 shares; 2026Q3: 4,031 shares 4,031 $200K 0.07% -1,005 Timeline