QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,895 shares; 2024Q4: 24,990 shares; 2025Q1: 40,278 shares; 2025Q2: 57,872 shares; 2025Q3: 58,764 shares; 2025Q4: 59,371 shares; 2026Q1: 56,430 shares; 2026Q2: 56,351 shares 56,351 $41.5M 6.08% -79 Timeline PSTR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,529 shares; 2024Q4: 486,073 shares; 2025Q1: 712,990 shares; 2025Q2: 893,149 shares; 2025Q3: 1,000,495 shares; 2025Q4: 1,042,546 shares; 2026Q1: 1,039,789 shares; 2026Q2: 859,824 shares 859,824 $26.2M 3.84% -179,965 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,303 shares; 2024Q4: 33,522 shares; 2025Q1: 153,182 shares; 2025Q2: 224,128 shares; 2025Q3: 266,453 shares; 2025Q4: 276,471 shares; 2026Q1: 270,245 shares; 2026Q2: 265,895 shares 265,895 $23.4M 3.42% -4,350 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: 21,538 shares; 2024Q4: 16,485 shares; 2025Q1: 26,892 shares; 2025Q2: 30,622 shares; 2025Q3: 30,925 shares; 2025Q4: not reported; 2026Q1: 31,340 shares; 2026Q2: 29,442 shares 29,442 $22M 3.22% -1,898 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,095 shares; 2024Q4: 31,853 shares; 2025Q1: 159,474 shares; 2025Q2: 265,918 shares; 2025Q3: 302,538 shares; 2025Q4: 316,268 shares; 2026Q1: 302,166 shares; 2026Q2: 294,506 shares 294,506 $17.8M 2.6% -7,660 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: 52,118 shares; 2024Q4: 42,487 shares; 2025Q1: 73,938 shares; 2025Q2: 67,483 shares; 2025Q3: 67,714 shares; 2025Q4: 67,782 shares; 2026Q1: 64,777 shares; 2026Q2: 51,716 shares 51,716 $15M 2.19% -13,061 Timeline VRIG 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: 46,350 shares; 2024Q4: 19,995 shares; 2025Q1: 371,590 shares; 2025Q2: 420,042 shares; 2025Q3: 457,797 shares; 2025Q4: 474,144 shares; 2026Q1: 469,425 shares; 2026Q2: 489,131 shares 489,131 $12.3M 1.8% +19,706 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: 5,009 shares; 2024Q4: 23,345 shares; 2025Q1: 208,278 shares; 2025Q2: 256,756 shares; 2025Q3: 365,844 shares; 2025Q4: 376,500 shares; 2026Q1: 361,287 shares; 2026Q2: 359,676 shares 359,676 $12.2M 1.78% -1,611 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,069 shares; 2024Q4: 11,297 shares; 2025Q1: 27,730 shares; 2025Q2: 209,103 shares; 2025Q3: 213,732 shares; 2025Q4: 213,932 shares; 2026Q1: 216,330 shares; 2026Q2: 219,312 shares 219,312 $12M 1.75% +2,982 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: 2,476 shares; 2024Q4: 5,558 shares; 2025Q1: 30,603 shares; 2025Q2: 128,739 shares; 2025Q3: 128,982 shares; 2025Q4: 131,171 shares; 2026Q1: 123,207 shares; 2026Q2: 129,441 shares 129,441 $11.9M 1.74% +6,234 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,431 shares; 2024Q4: 112,379 shares; 2025Q1: 273,240 shares; 2025Q2: 271,377 shares; 2025Q3: not reported; 2025Q4: 295,820 shares; 2026Q1: 269,716 shares; 2026Q2: 231,578 shares 231,578 $11.7M 1.71% -38,138 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,281 shares; 2024Q4: 2,327 shares; 2025Q1: 6,736 shares; 2025Q2: 18,049 shares; 2025Q3: 26,741 shares; 2025Q4: 30,416 shares; 2026Q1: 33,483 shares; 2026Q2: 34,292 shares 34,292 $10.4M 1.52% +809 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: 20,653 shares; 2024Q4: 11,923 shares; 2025Q1: not reported; 2025Q2: 45,392 shares; 2025Q3: 57,478 shares; 2025Q4: not reported; 2026Q1: 58,013 shares; 2026Q2: 50,416 shares 50,416 $10.1M 1.48% -7,597 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,557 shares; 2024Q4: not reported; 2025Q1: 6,343 shares; 2025Q2: not reported; 2025Q3: 9,800 shares; 2025Q4: 8,257 shares; 2026Q1: 9,150 shares; 2026Q2: 8,464 shares 8,464 $9.77M 1.43% -686 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: 12,496 shares; 2024Q4: 19,866 shares; 2025Q1: 32,426 shares; 2025Q2: 35,468 shares; 2025Q3: 36,146 shares; 2025Q4: 71,556 shares; 2026Q1: 67,503 shares; 2026Q2: 49,063 shares 49,063 $9.35M 1.37% -18,440 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; 2024Q3: 178,172 shares; 2024Q4: 221,074 shares; 2025Q1: 224,880 shares; 2025Q2: 246,091 shares; 2025Q3: 291,405 shares; 2025Q4: 307,017 shares; 2026Q1: 323,072 shares; 2026Q2: 280,541 shares 280,541 $8.65M 1.27% -42,531 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: 11,693 shares; 2024Q4: 18,116 shares; 2025Q1: 20,114 shares; 2025Q2: 20,231 shares; 2025Q3: 23,841 shares; 2025Q4: 23,767 shares; 2026Q1: 23,558 shares; 2026Q2: 97,164 shares 97,164 $8.37M 1.23% +73,606 Timeline VFH 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: 47,463 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,976 shares; 2025Q3: 89,420 shares; 2025Q4: 88,282 shares; 2026Q1: 88,050 shares; 2026Q2: 61,387 shares 61,387 $8.08M 1.18% -26,663 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,417 shares; 2024Q4: 76,928 shares; 2025Q1: 260,751 shares; 2025Q2: 131,538 shares; 2025Q3: 124,130 shares; 2025Q4: 127,981 shares; 2026Q1: 111,340 shares; 2026Q2: 118,523 shares 118,523 $7.37M 1.08% +7,183 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: 8,570 shares; 2025Q1: 9,244 shares; 2025Q2: 13,686 shares; 2025Q3: 62,912 shares; 2025Q4: 74,639 shares; 2026Q1: 90,420 shares; 2026Q2: 88,508 shares 88,508 $7.17M 1.05% -1,912 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,487 shares; 2024Q4: 19,907 shares; 2025Q1: 20,416 shares; 2025Q2: 21,032 shares; 2025Q3: 27,668 shares; 2025Q4: 28,287 shares; 2026Q1: 28,488 shares; 2026Q2: 23,369 shares 23,369 $6.99M 1.02% -5,119 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,936 shares; 2024Q4: 27,343 shares; 2025Q1: 27,700 shares; 2025Q2: 30,685 shares; 2025Q3: 37,696 shares; 2025Q4: 37,416 shares; 2026Q1: 36,963 shares; 2026Q2: 24,363 shares 24,363 $6.67M 0.98% -12,600 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,586 shares; 2025Q1: 8,166 shares; 2025Q2: 9,351 shares; 2025Q3: 10,657 shares; 2025Q4: 11,290 shares; 2026Q1: 11,959 shares; 2026Q2: 9,642 shares 9,642 $6.62M 0.97% -2,317 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; 2024Q3: 3,372 shares; 2024Q4: 1,439 shares; 2025Q1: 6,787 shares; 2025Q2: 7,849 shares; 2025Q3: 8,856 shares; 2025Q4: 9,326 shares; 2026Q1: 8,745 shares; 2026Q2: 10,052 shares 10,052 $6.59M 0.97% +1,307 Timeline BILS 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: 34,575 shares; 2025Q2: 75,373 shares; 2025Q3: 82,460 shares; 2025Q4: 90,461 shares; 2026Q1: 82,942 shares; 2026Q2: 64,106 shares 64,106 $6.37M 0.93% -18,836 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: 111,001 shares; 2024Q4: 105,211 shares; 2025Q1: 116,780 shares; 2025Q2: 120,977 shares; 2025Q3: not reported; 2025Q4: 126,702 shares; 2026Q1: 126,668 shares; 2026Q2: 128,616 shares 128,616 $6.07M 0.89% +1,948 Timeline MGV 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: 10,786 shares; 2024Q4: 11,399 shares; 2025Q1: 47,112 shares; 2025Q2: 55,956 shares; 2025Q3: 49,808 shares; 2025Q4: 39,057 shares; 2026Q1: 34,214 shares; 2026Q2: 36,079 shares 36,079 $5.9M 0.86% +1,865 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,855 shares; 2024Q4: 5,840 shares; 2025Q1: 15,465 shares; 2025Q2: 18,304 shares; 2025Q3: 16,308 shares; 2025Q4: 14,140 shares; 2026Q1: 15,373 shares; 2026Q2: 14,343 shares 14,343 $5.35M 0.78% -1,030 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,224 shares; 2024Q4: 3,433 shares; 2025Q1: 17,828 shares; 2025Q2: 18,266 shares; 2025Q3: 18,545 shares; 2025Q4: 19,156 shares; 2026Q1: 19,212 shares; 2026Q2: 17,123 shares 17,123 $5.14M 0.75% -2,089 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,997 shares; 2025Q2: 59,422 shares; 2025Q3: 62,122 shares; 2025Q4: 62,144 shares; 2026Q1: 62,343 shares; 2026Q2: 65,132 shares 65,132 $4.94M 0.72% +2,789 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,275 shares; 2024Q4: 3,857 shares; 2025Q1: 72,916 shares; 2025Q2: 79,748 shares; 2025Q3: 79,767 shares; 2025Q4: not reported; 2026Q1: 76,181 shares; 2026Q2: 82,507 shares 82,507 $4.66M 0.68% +6,326 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,314 shares; 2024Q4: not reported; 2025Q1: 8,189 shares; 2025Q2: 11,609 shares; 2025Q3: 13,155 shares; 2025Q4: 28,116 shares; 2026Q1: 43,777 shares; 2026Q2: 58,103 shares 58,103 $4.59M 0.67% +14,326 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: 36,961 shares; 2024Q4: 34,500 shares; 2025Q1: 65,525 shares; 2025Q2: 45,997 shares; 2025Q3: 88,432 shares; 2025Q4: 81,353 shares; 2026Q1: 74,425 shares; 2026Q2: 64,168 shares 64,168 $4.57M 0.67% -10,257 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: 3,858 shares; 2025Q1: 5,573 shares; 2025Q2: 52,354 shares; 2025Q3: 76,666 shares; 2025Q4: 78,607 shares; 2026Q1: 75,955 shares; 2026Q2: 74,350 shares 74,350 $4.44M 0.65% -1,605 Timeline ACWI 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: 3,446 shares; 2025Q4: not reported; 2026Q1: 28,860 shares; 2026Q2: 28,178 shares 28,178 $4.42M 0.65% -682 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,340 shares; 2024Q4: 111,184 shares; 2025Q1: 112,503 shares; 2025Q2: 117,005 shares; 2025Q3: 132,297 shares; 2025Q4: 130,939 shares; 2026Q1: 127,924 shares; 2026Q2: 84,488 shares 84,488 $4.03M 0.59% -43,436 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: 24,802 shares; 2024Q4: 11,406 shares; 2025Q1: 26,103 shares; 2025Q2: 31,541 shares; 2025Q3: 48,070 shares; 2025Q4: 68,590 shares; 2026Q1: 60,146 shares; 2026Q2: 80,494 shares 80,494 $3.97M 0.58% +20,348 Timeline SLYV 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: 23,484 shares; 2024Q4: 42,518 shares; 2025Q1: 43,101 shares; 2025Q2: 45,686 shares; 2025Q3: 52,943 shares; 2025Q4: 52,001 shares; 2026Q1: 51,231 shares; 2026Q2: 35,035 shares 35,035 $3.82M 0.56% -16,196 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,991 shares; 2024Q4: not reported; 2025Q1: 26,522 shares; 2025Q2: 29,070 shares; 2025Q3: 29,164 shares; 2025Q4: 29,666 shares; 2026Q1: 31,045 shares; 2026Q2: 32,190 shares 32,190 $3.51M 0.51% +1,145 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: 15,240 shares; 2024Q4: 5,324 shares; 2025Q1: 17,940 shares; 2025Q2: 19,047 shares; 2025Q3: 18,971 shares; 2025Q4: 17,556 shares; 2026Q1: 16,105 shares; 2026Q2: 14,693 shares 14,693 $3.5M 0.51% -1,412 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: 13,213 shares; 2024Q4: 7,286 shares; 2025Q1: 17,152 shares; 2025Q2: 18,861 shares; 2025Q3: 15,804 shares; 2025Q4: 14,013 shares; 2026Q1: 9,313 shares; 2026Q2: 6,861 shares 6,861 $3.43M 0.5% -2,452 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,011 shares; 2025Q1: 2,532 shares; 2025Q2: 2,212 shares; 2025Q3: 3,057 shares; 2025Q4: 2,798 shares; 2026Q1: 2,534 shares; 2026Q2: 2,827 shares 2,827 $3.39M 0.5% +293 Timeline GCOW 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: 46,839 shares; 2024Q4: not reported; 2025Q1: 67,139 shares; 2025Q2: 71,613 shares; 2025Q3: 72,250 shares; 2025Q4: 75,941 shares; 2026Q1: 76,252 shares; 2026Q2: 74,063 shares 74,063 $3.21M 0.47% -2,189 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: 5,258 shares; 2024Q4: 7,059 shares; 2025Q1: 22,043 shares; 2025Q2: 22,692 shares; 2025Q3: 22,401 shares; 2025Q4: 21,600 shares; 2026Q1: 21,083 shares; 2026Q2: 19,051 shares 19,051 $3.13M 0.46% -2,032 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: 7,866 shares; 2024Q4: 7,058 shares; 2025Q1: 9,204 shares; 2025Q2: 11,131 shares; 2025Q3: 11,428 shares; 2025Q4: 11,577 shares; 2026Q1: 11,652 shares; 2026Q2: 9,436 shares 9,436 $3.09M 0.45% -2,216 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,645 shares; 2024Q4: 25,204 shares; 2025Q1: 30,816 shares; 2025Q2: 28,568 shares; 2025Q3: 41,022 shares; 2025Q4: 44,514 shares; 2026Q1: 46,219 shares; 2026Q2: 39,548 shares 39,548 $3.08M 0.45% -6,671 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: 24,231 shares; 2024Q4: 47,039 shares; 2025Q1: 49,896 shares; 2025Q2: 50,175 shares; 2025Q3: 49,850 shares; 2025Q4: 51,324 shares; 2026Q1: 51,568 shares; 2026Q2: 57,224 shares 57,224 $3.07M 0.45% +5,656 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 8,056 shares; 2025Q1: 9,527 shares; 2025Q2: 10,150 shares; 2025Q3: 13,545 shares; 2025Q4: 13,656 shares; 2026Q1: 13,946 shares; 2026Q2: 12,634 shares 12,634 $3.06M 0.45% -1,312 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 reported; 2024Q4: 10,265 shares; 2025Q1: 29,634 shares; 2025Q2: 90,500 shares; 2025Q3: 96,742 shares; 2025Q4: 101,264 shares; 2026Q1: 91,498 shares; 2026Q2: 81,693 shares 81,693 $2.98M 0.44% -9,805 Timeline PRMR NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 20,104 shares; 2026Q1: 84,198 shares; 2026Q2: 103,870 shares 103,870 $2.97M 0.43% +19,672 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: 89,301 shares; 2024Q4: not reported; 2025Q1: 114,294 shares; 2025Q2: 117,459 shares; 2025Q3: 117,679 shares; 2025Q4: 121,129 shares; 2026Q1: 119,458 shares; 2026Q2: 126,389 shares 126,389 $2.88M 0.42% +6,931 Timeline GARP 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: 13,164 shares; 2025Q3: 20,129 shares; 2025Q4: 27,747 shares; 2026Q1: 29,378 shares; 2026Q2: 34,860 shares 34,860 $2.88M 0.42% +5,482 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,994 shares; 2025Q3: 10,980 shares; 2025Q4: 29,845 shares; 2026Q1: 45,203 shares; 2026Q2: 46,877 shares 46,877 $2.87M 0.42% +1,674 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,733 shares; 2024Q4: 10,590 shares; 2025Q1: 12,931 shares; 2025Q2: 15,015 shares; 2025Q3: 19,020 shares; 2025Q4: 20,387 shares; 2026Q1: 20,695 shares; 2026Q2: 12,614 shares 12,614 $2.84M 0.42% -8,081 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: 6,341 shares; 2025Q1: 12,750 shares; 2025Q2: 72,137 shares; 2025Q3: 76,311 shares; 2025Q4: 76,594 shares; 2026Q1: 71,993 shares; 2026Q2: 65,600 shares 65,600 $2.83M 0.41% -6,393 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,977 shares; 2025Q3: 12,852 shares; 2025Q4: 14,356 shares; 2026Q1: 13,765 shares; 2026Q2: 12,444 shares 12,444 $2.83M 0.41% -1,321 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,795 shares; 2024Q4: 11,653 shares; 2025Q1: 14,135 shares; 2025Q2: 16,101 shares; 2025Q3: 25,325 shares; 2025Q4: 27,042 shares; 2026Q1: 30,633 shares; 2026Q2: 25,274 shares 25,274 $2.77M 0.41% -5,359 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: 18,216 shares; 2024Q4: 4,779 shares; 2025Q1: 22,564 shares; 2025Q2: 25,799 shares; 2025Q3: 27,136 shares; 2025Q4: 27,220 shares; 2026Q1: 19,566 shares; 2026Q2: 24,377 shares 24,377 $2.76M 0.4% +4,811 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687 shares; 2024Q4: 4,630 shares; 2025Q1: 4,636 shares; 2025Q2: 5,015 shares; 2025Q3: 7,148 shares; 2025Q4: 7,375 shares; 2026Q1: 7,640 shares; 2026Q2: 7,384 shares 7,384 $2.66M 0.39% -256 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 10,281 shares; 2025Q4: 10,246 shares; 2026Q1: not reported; 2026Q2: 9,908 shares 9,908 $2.53M 0.37% new 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: 3,525 shares; 2024Q4: 4,570 shares; 2025Q1: 6,070 shares; 2025Q2: 7,977 shares; 2025Q3: 8,332 shares; 2025Q4: 8,922 shares; 2026Q1: 8,860 shares; 2026Q2: 7,147 shares 7,147 $2.53M 0.37% -1,713 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: 8,885 shares; 2024Q4: 19,847 shares; 2025Q1: 19,702 shares; 2025Q2: 18,916 shares; 2025Q3: 29,743 shares; 2025Q4: not reported; 2026Q1: 37,780 shares; 2026Q2: 36,341 shares 36,341 $2.49M 0.36% -1,439 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,326 shares; 2024Q4: 18,464 shares; 2025Q1: 28,322 shares; 2025Q2: 28,354 shares; 2025Q3: 29,256 shares; 2025Q4: not reported; 2026Q1: 27,870 shares; 2026Q2: 14,920 shares 14,920 $2.37M 0.35% -12,950 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 6,076 shares; 2025Q1: 8,351 shares; 2025Q2: 9,541 shares; 2025Q3: 10,674 shares; 2025Q4: not reported; 2026Q1: 10,137 shares; 2026Q2: 6,393 shares 6,393 $2.35M 0.34% -3,744 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,305 shares; 2025Q1: 13,175 shares; 2025Q2: 24,669 shares; 2025Q3: 27,267 shares; 2025Q4: 31,967 shares; 2026Q1: 28,210 shares; 2026Q2: 16,690 shares 16,690 $2.3M 0.34% -11,520 Timeline SRLN 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: 54,316 shares; 2024Q4: 93,002 shares; 2025Q1: 97,958 shares; 2025Q2: 97,397 shares; 2025Q3: 96,564 shares; 2025Q4: 97,929 shares; 2026Q1: 97,721 shares; 2026Q2: 55,797 shares 55,797 $2.25M 0.33% -41,924 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 562 shares; 2026Q2: 2,505 shares 2,505 $2.15M 0.31% +1,943 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,188 shares; 2025Q1: 7,111 shares; 2025Q2: 40,526 shares; 2025Q3: 39,959 shares; 2025Q4: 36,615 shares; 2026Q1: 31,317 shares; 2026Q2: 22,090 shares 22,090 $2.13M 0.31% -9,227 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 925 shares; 2025Q1: 4,333 shares; 2025Q2: 5,192 shares; 2025Q3: 5,343 shares; 2025Q4: not reported; 2026Q1: 4,331 shares; 2026Q2: 4,167 shares 4,167 $2.12M 0.31% -164 Timeline AIRR 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: 5,774 shares; 2025Q3: 10,437 shares; 2025Q4: 11,681 shares; 2026Q1: 18,448 shares; 2026Q2: 15,751 shares 15,751 $2.1M 0.31% -2,697 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 2,194 shares; 2025Q4: 2,309 shares; 2026Q1: 1,820 shares; 2026Q2: 1,969 shares 1,969 $2.1M 0.31% +149 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: 4,409 shares; 2024Q4: 2,111 shares; 2025Q1: 7,013 shares; 2025Q2: 6,660 shares; 2025Q3: 7,115 shares; 2025Q4: 7,372 shares; 2026Q1: 7,993 shares; 2026Q2: 5,735 shares 5,735 $2.05M 0.3% -2,258 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,752 shares; 2024Q4: 3,252 shares; 2025Q1: 4,867 shares; 2025Q2: 4,302 shares; 2025Q3: 4,963 shares; 2025Q4: 4,416 shares; 2026Q1: 4,623 shares; 2026Q2: 3,522 shares 3,522 $2.05M 0.3% -1,101 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; 2024Q3: not reported; 2024Q4: 17,324 shares; 2025Q1: 23,634 shares; 2025Q2: 38,662 shares; 2025Q3: 105,367 shares; 2025Q4: 122,674 shares; 2026Q1: 102,719 shares; 2026Q2: 69,431 shares 69,431 $2.04M 0.3% -33,288 Timeline FNDF 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: 11,519 shares; 2025Q4: 23,795 shares; 2026Q1: 28,947 shares; 2026Q2: 38,309 shares 38,309 $2.02M 0.3% +9,362 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,156 shares; 2025Q4: 5,314 shares; 2026Q1: 7,270 shares; 2026Q2: 11,419 shares 11,419 $2.02M 0.3% +4,149 Timeline PDP 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: 7,034 shares; 2024Q4: 14,262 shares; 2025Q1: 15,314 shares; 2025Q2: 16,256 shares; 2025Q3: 21,371 shares; 2025Q4: 20,201 shares; 2026Q1: 19,822 shares; 2026Q2: 13,077 shares 13,077 $1.98M 0.29% -6,745 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: 37,770 shares; 2024Q4: 38,385 shares; 2025Q1: 41,945 shares; 2025Q2: 41,661 shares; 2025Q3: not reported; 2025Q4: 43,190 shares; 2026Q1: 43,569 shares; 2026Q2: 46,872 shares 46,872 $1.98M 0.29% +3,303 Timeline FPX 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: 7,777 shares; 2024Q4: 13,619 shares; 2025Q1: 14,653 shares; 2025Q2: 13,503 shares; 2025Q3: 15,347 shares; 2025Q4: 15,039 shares; 2026Q1: 15,383 shares; 2026Q2: 9,456 shares 9,456 $1.95M 0.29% -5,927 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013 shares; 2024Q4: 1,014 shares; 2025Q1: 4,001 shares; 2025Q2: 5,322 shares; 2025Q3: 5,498 shares; 2025Q4: 5,577 shares; 2026Q1: 5,813 shares; 2026Q2: 4,605 shares 4,605 $1.94M 0.28% -1,208 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,490 shares; 2025Q2: 2,683 shares; 2025Q3: 2,847 shares; 2025Q4: 2,974 shares; 2026Q1: 2,801 shares; 2026Q2: 2,655 shares 2,655 $1.92M 0.28% -146 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,359 shares; 2024Q4: not reported; 2025Q1: 9,241 shares; 2025Q2: 18,250 shares; 2025Q3: 12,641 shares; 2025Q4: 13,127 shares; 2026Q1: 13,611 shares; 2026Q2: 11,307 shares 11,307 $1.87M 0.27% -2,304 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,054 shares; 2025Q1: 6,902 shares; 2025Q2: 7,986 shares; 2025Q3: 8,339 shares; 2025Q4: 9,072 shares; 2026Q1: 9,398 shares; 2026Q2: 9,860 shares 9,860 $1.83M 0.27% +462 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 reported; 2024Q4: not reported; 2025Q1: 2,152 shares; 2025Q2: 15,927 shares; 2025Q3: 7,342 shares; 2025Q4: 16,516 shares; 2026Q1: 31,845 shares; 2026Q2: 16,284 shares 16,284 $1.8M 0.26% -15,561 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,280 shares; 2024Q4: 6,275 shares; 2025Q1: 16,288 shares; 2025Q2: 17,877 shares; 2025Q3: 13,268 shares; 2025Q4: 27,490 shares; 2026Q1: 25,765 shares; 2026Q2: 33,786 shares 33,786 $1.79M 0.26% +8,021 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,187 shares; 2025Q4: 12,891 shares; 2026Q1: 4,177 shares; 2026Q2: 12,252 shares 12,252 $1.68M 0.25% +8,075 Timeline DCOR 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: 8,279 shares; 2026Q1: 15,843 shares; 2026Q2: 19,992 shares 19,992 $1.64M 0.24% +4,149 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: 6,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,274 shares; 2026Q1: 29,110 shares; 2026Q2: 36,896 shares 36,896 $1.64M 0.24% +7,786 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: 6,467 shares; 2024Q4: 3,465 shares; 2025Q1: 5,539 shares; 2025Q2: 6,935 shares; 2025Q3: 6,585 shares; 2025Q4: 6,995 shares; 2026Q1: 6,542 shares; 2026Q2: 6,320 shares 6,320 $1.61M 0.24% -222 Timeline CGMU 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: not reported; 2025Q4: 38,644 shares; 2026Q1: 50,870 shares; 2026Q2: 56,145 shares 56,145 $1.54M 0.23% +5,275 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 reported; 2024Q4: not reported; 2025Q1: 8,438 shares; 2025Q2: 105,187 shares; 2025Q3: 98,608 shares; 2025Q4: 65,063 shares; 2026Q1: 45,171 shares; 2026Q2: 31,899 shares 31,899 $1.54M 0.23% -13,272 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,022 shares; 2024Q4: 35,145 shares; 2025Q1: 33,932 shares; 2025Q2: not reported; 2025Q3: 56,553 shares; 2025Q4: 57,301 shares; 2026Q1: 57,196 shares; 2026Q2: 50,100 shares 50,100 $1.53M 0.22% -7,096 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,753 shares; 2024Q4: 38,326 shares; 2025Q1: 53,733 shares; 2025Q2: 53,242 shares; 2025Q3: 52,950 shares; 2025Q4: 49,778 shares; 2026Q1: 39,587 shares; 2026Q2: 20,056 shares 20,056 $1.51M 0.22% -19,531 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,910 shares; 2026Q1: 4,147 shares; 2026Q2: 9,141 shares 9,141 $1.51M 0.22% +4,994 Timeline CWB 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: 8,559 shares; 2024Q4: 8,673 shares; 2025Q1: 10,395 shares; 2025Q2: 10,881 shares; 2025Q3: 15,651 shares; 2025Q4: 16,252 shares; 2026Q1: 14,499 shares; 2026Q2: 13,918 shares 13,918 $1.5M 0.22% -581 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,950 shares; 2025Q4: 21,790 shares; 2026Q1: 20,875 shares; 2026Q2: 23,889 shares 23,889 $1.48M 0.22% +3,014 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: 11,008 shares; 2024Q4: 6,862 shares; 2025Q1: 14,059 shares; 2025Q2: 21,444 shares; 2025Q3: 27,117 shares; 2025Q4: 26,396 shares; 2026Q1: 19,238 shares; 2026Q2: 10,786 shares 10,786 $1.47M 0.22% -8,452 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; 2024Q3: 5,647 shares; 2024Q4: 6,984 shares; 2025Q1: 7,398 shares; 2025Q2: 7,464 shares; 2025Q3: 13,666 shares; 2025Q4: 13,779 shares; 2026Q1: 12,909 shares; 2026Q2: 11,966 shares 11,966 $1.42M 0.21% -943 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: not reported; 2025Q3: 13,475 shares; 2025Q4: 13,579 shares; 2026Q1: 14,479 shares; 2026Q2: 15,809 shares 15,809 $1.4M 0.21% +1,330 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: not reported; 2025Q1: 4,624 shares; 2025Q2: 4,888 shares; 2025Q3: 5,432 shares; 2025Q4: 5,976 shares; 2026Q1: 5,610 shares; 2026Q2: 5,667 shares 5,667 $1.34M 0.2% +57 Timeline KRE 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: 27,483 shares; 2024Q4: 30,500 shares; 2025Q1: 29,756 shares; 2025Q2: 29,787 shares; 2025Q3: 25,470 shares; 2025Q4: 23,272 shares; 2026Q1: 22,428 shares; 2026Q2: 17,774 shares 17,774 $1.33M 0.19% -4,654 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: 1,492 shares; 2024Q4: 1,502 shares; 2025Q1: 1,882 shares; 2025Q2: 2,566 shares; 2025Q3: 2,568 shares; 2025Q4: 2,962 shares; 2026Q1: 2,592 shares; 2026Q2: 1,754 shares 1,754 $1.31M 0.19% -838 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: 3,539 shares; 2024Q4: not reported; 2025Q1: 8,553 shares; 2025Q2: 8,290 shares; 2025Q3: 8,875 shares; 2025Q4: 8,258 shares; 2026Q1: 6,781 shares; 2026Q2: 5,987 shares 5,987 $1.3M 0.19% -794 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 951 shares; 2025Q1: 956 shares; 2025Q2: 955 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $1.29M 0.19% 0 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: 28,366 shares; 2024Q4: 8,506 shares; 2025Q1: 34,000 shares; 2025Q2: 28,268 shares; 2025Q3: 32,890 shares; 2025Q4: 34,637 shares; 2026Q1: 32,819 shares; 2026Q2: 30,000 shares 30,000 $1.27M 0.19% -2,819 Timeline XMLV 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: 30,619 shares; 2025Q3: 30,619 shares; 2025Q4: 27,040 shares; 2026Q1: 23,364 shares; 2026Q2: 19,113 shares 19,113 $1.27M 0.19% -4,251 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 2,403 shares; 2025Q4: 4,872 shares; 2026Q1: 10,717 shares; 2026Q2: 8,618 shares 8,618 $1.26M 0.18% -2,099 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: not reported; 2025Q1: 4,454 shares; 2025Q2: 4,345 shares; 2025Q3: 14,624 shares; 2025Q4: 15,768 shares; 2026Q1: 6,839 shares; 2026Q2: 9,693 shares 9,693 $1.25M 0.18% +2,854 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 664 shares; 2025Q1: 1,792 shares; 2025Q2: 2,203 shares; 2025Q3: 2,130 shares; 2025Q4: 2,564 shares; 2026Q1: 2,801 shares; 2026Q2: 2,199 shares 2,199 $1.24M 0.18% -602 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: 2,533 shares; 2025Q3: 3,395 shares; 2025Q4: 3,649 shares; 2026Q1: 3,001 shares; 2026Q2: 2,975 shares 2,975 $1.24M 0.18% -26 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,246 shares; 2024Q4: 12,865 shares; 2025Q1: 17,304 shares; 2025Q2: not reported; 2025Q3: 26,315 shares; 2025Q4: 32,176 shares; 2026Q1: 40,168 shares; 2026Q2: 23,781 shares 23,781 $1.21M 0.18% -16,387 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,408 shares; 2024Q4: 3,561 shares; 2025Q1: 6,176 shares; 2025Q2: 5,857 shares; 2025Q3: 7,051 shares; 2025Q4: 7,230 shares; 2026Q1: 6,419 shares; 2026Q2: 4,822 shares 4,822 $1.21M 0.18% -1,597 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: 3,209 shares; 2024Q4: 3,023 shares; 2025Q1: 5,085 shares; 2025Q2: 7,120 shares; 2025Q3: 6,297 shares; 2025Q4: 6,474 shares; 2026Q1: 5,923 shares; 2026Q2: 5,618 shares 5,618 $1.2M 0.18% -305 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,479 shares; 2025Q1: 12,962 shares; 2025Q2: 12,924 shares; 2025Q3: 13,678 shares; 2025Q4: 15,730 shares; 2026Q1: 15,743 shares; 2026Q2: 14,003 shares 14,003 $1.16M 0.17% -1,740 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,222 shares; 2025Q3: 5,316 shares; 2025Q4: 4,714 shares; 2026Q1: 3,858 shares; 2026Q2: 3,466 shares 3,466 $1.16M 0.17% -392 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: 56,181 shares; 2024Q4: 33,341 shares; 2025Q1: 70,772 shares; 2025Q2: 67,761 shares; 2025Q3: 57,153 shares; 2025Q4: 57,093 shares; 2026Q1: 53,074 shares; 2026Q2: 53,425 shares 53,425 $1.11M 0.16% +351 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,427 shares; 2025Q1: 1,369 shares; 2025Q2: 1,270 shares; 2025Q3: 1,027 shares; 2025Q4: 1,229 shares; 2026Q1: 1,183 shares; 2026Q2: 1,090 shares 1,090 $1.1M 0.16% -93 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 3,009 shares; 2025Q4: 2,871 shares; 2026Q1: 596 shares; 2026Q2: 12,187 shares 12,187 $1.07M 0.16% +11,591 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,729 shares; 2025Q3: 11,673 shares; 2025Q4: 12,619 shares; 2026Q1: 8,648 shares; 2026Q2: 11,841 shares 11,841 $1.06M 0.16% +3,193 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,598 shares; 2025Q1: 1,627 shares; 2025Q2: 1,634 shares; 2025Q3: 1,644 shares; 2025Q4: 1,659 shares; 2026Q1: 1,667 shares; 2026Q2: 1,449 shares 1,449 $1.03M 0.15% -218 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: 9,740 shares; 2024Q4: 8,366 shares; 2025Q1: 9,935 shares; 2025Q2: 11,486 shares; 2025Q3: 12,212 shares; 2025Q4: 12,052 shares; 2026Q1: 9,649 shares; 2026Q2: 8,794 shares 8,794 $1.03M 0.15% -855 Timeline MDYG 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: 9,506 shares; 2025Q3: 9,530 shares; 2025Q4: 9,231 shares; 2026Q1: 9,231 shares; 2026Q2: 9,184 shares 9,184 $1.03M 0.15% -47 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: not reported; 2025Q1: 2,653 shares; 2025Q2: 3,025 shares; 2025Q3: 4,501 shares; 2025Q4: 4,249 shares; 2026Q1: 4,390 shares; 2026Q2: 2,716 shares 2,716 $1.03M 0.15% -1,674 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,727 shares; 2025Q1: 4,833 shares; 2025Q2: 4,648 shares; 2025Q3: 4,648 shares; 2025Q4: 9,295 shares; 2026Q1: 9,295 shares; 2026Q2: 8,690 shares 8,690 $1.02M 0.15% -605 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,567 shares; 2024Q4: 10,902 shares; 2025Q1: 10,135 shares; 2025Q2: 20,975 shares; 2025Q3: 21,364 shares; 2025Q4: 25,392 shares; 2026Q1: 23,109 shares; 2026Q2: 20,903 shares 20,903 $1.02M 0.15% -2,206 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,355 shares; 2024Q4: 3,485 shares; 2025Q1: 6,411 shares; 2025Q2: 9,817 shares; 2025Q3: 10,933 shares; 2025Q4: 11,976 shares; 2026Q1: 10,098 shares; 2026Q2: 8,685 shares 8,685 $1.01M 0.15% -1,413 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 3,213 shares; 2026Q1: 11,473 shares; 2026Q2: 14,729 shares 14,729 $1M 0.15% +3,256 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,786 shares; 2024Q4: 7,205 shares; 2025Q1: 9,049 shares; 2025Q2: not reported; 2025Q3: 9,313 shares; 2025Q4: 9,367 shares; 2026Q1: 3,401 shares; 2026Q2: 2,845 shares 2,845 $1M 0.15% -556 Timeline IUSG 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: 5,840 shares; 2025Q2: 5,941 shares; 2025Q3: 4,765 shares; 2025Q4: 5,412 shares; 2026Q1: 5,408 shares; 2026Q2: 5,327 shares 5,327 $1M 0.15% -81 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,650 shares; 2025Q3: 20,671 shares; 2025Q4: 19,361 shares; 2026Q1: 5,445 shares; 2026Q2: 18,283 shares 18,283 $991K 0.15% +12,838 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 985 shares; 2025Q4: 1,074 shares; 2026Q1: 788 shares; 2026Q2: 825 shares 825 $969K 0.14% +37 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,566 shares; 2025Q3: 19,566 shares; 2025Q4: 19,566 shares; 2026Q1: 19,566 shares; 2026Q2: 19,566 shares 19,566 $963K 0.14% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,807 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares 1,808 $946K 0.14% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 9,076 shares; 2025Q4: 8,936 shares; 2026Q1: not reported; 2026Q2: 8,536 shares 8,536 $944K 0.14% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,262 shares; 2025Q1: 9,082 shares; 2025Q2: 9,617 shares; 2025Q3: 9,679 shares; 2025Q4: 11,016 shares; 2026Q1: 9,737 shares; 2026Q2: 8,732 shares 8,732 $935K 0.14% -1,005 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,733 shares 3,733 $919K 0.13% new Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,847 shares; 2026Q1: 6,580 shares; 2026Q2: 9,272 shares 9,272 $914K 0.13% +2,692 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 551 shares; 2026Q2: 396 shares 396 $900K 0.13% -155 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,766 shares; 2025Q2: 2,304 shares; 2025Q3: 4,334 shares; 2025Q4: 4,567 shares; 2026Q1: 2,972 shares; 2026Q2: 4,713 shares 4,713 $894K 0.13% +1,741 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 9,512 shares; 2025Q2: 11,264 shares; 2025Q3: 20,255 shares; 2025Q4: 14,915 shares; 2026Q1: 12,533 shares; 2026Q2: 12,170 shares 12,170 $893K 0.13% -363 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,604 shares; 2025Q3: 15,938 shares; 2025Q4: 17,889 shares; 2026Q1: 17,359 shares; 2026Q2: 17,912 shares 17,912 $892K 0.13% +553 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,600 shares; 2025Q1: 3,666 shares; 2025Q2: 4,123 shares; 2025Q3: 3,928 shares; 2025Q4: 3,877 shares; 2026Q1: 3,718 shares; 2026Q2: 3,611 shares 3,611 $889K 0.13% -107 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,337 shares 5,337 $878K 0.13% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,234 shares; 2024Q4: not reported; 2025Q1: 22,972 shares; 2025Q2: 22,292 shares; 2025Q3: 22,350 shares; 2025Q4: 24,050 shares; 2026Q1: 18,649 shares; 2026Q2: 16,345 shares 16,345 $874K 0.13% -2,304 Timeline FCOR 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: 17,136 shares; 2024Q4: 17,009 shares; 2025Q1: 17,204 shares; 2025Q2: 17,403 shares; 2025Q3: 17,623 shares; 2025Q4: 17,371 shares; 2026Q1: 17,234 shares; 2026Q2: 18,525 shares 18,525 $873K 0.13% +1,291 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,278 shares; 2024Q4: not reported; 2025Q1: 18,378 shares; 2025Q2: 18,380 shares; 2025Q3: 13,380 shares; 2025Q4: 12,347 shares; 2026Q1: 12,359 shares; 2026Q2: 10,901 shares 10,901 $873K 0.13% -1,458 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,545 shares; 2026Q1: 7,154 shares; 2026Q2: 7,951 shares 7,951 $873K 0.13% +797 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 694 shares; 2025Q3: 781 shares; 2025Q4: 926 shares; 2026Q1: 1,041 shares; 2026Q2: 928 shares 928 $868K 0.13% -113 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,262 shares; 2026Q1: not reported; 2026Q2: 5,022 shares 5,022 $865K 0.13% new Timeline FTGS 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: 18,406 shares; 2025Q4: 20,776 shares; 2026Q1: 20,448 shares; 2026Q2: 23,332 shares 23,332 $863K 0.13% +2,884 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: not reported; 2025Q1: 3,505 shares; 2025Q2: 3,280 shares; 2025Q3: 2,967 shares; 2025Q4: 3,249 shares; 2026Q1: 3,053 shares; 2026Q2: 2,490 shares 2,490 $854K 0.13% -563 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,101 shares; 2026Q2: 9,818 shares 9,818 $839K 0.12% +6,717 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,680 shares; 2024Q4: 20,908 shares; 2025Q1: 32,819 shares; 2025Q2: 21,651 shares; 2025Q3: 22,465 shares; 2025Q4: 22,951 shares; 2026Q1: 18,418 shares; 2026Q2: 13,741 shares 13,741 $835K 0.12% -4,677 Timeline IUSV 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: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,486 shares 7,486 $825K 0.12% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,096 shares; 2024Q4: 15,736 shares; 2025Q1: 16,314 shares; 2025Q2: 22,294 shares; 2025Q3: 32,404 shares; 2025Q4: 31,896 shares; 2026Q1: 33,752 shares; 2026Q2: 16,288 shares 16,288 $821K 0.12% -17,464 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: 8,702 shares; 2024Q4: not reported; 2025Q1: 9,679 shares; 2025Q2: 10,713 shares; 2025Q3: 15,050 shares; 2025Q4: 14,547 shares; 2026Q1: 9,536 shares; 2026Q2: 5,849 shares 5,849 $817K 0.12% -3,687 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,226 shares; 2025Q4: 10,496 shares; 2026Q1: 10,175 shares; 2026Q2: 10,146 shares 10,146 $811K 0.12% -29 Timeline FTCB 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: 23,429 shares; 2025Q3: 31,974 shares; 2025Q4: 38,419 shares; 2026Q1: 38,293 shares; 2026Q2: 38,800 shares 38,800 $809K 0.12% +507 Timeline ONEV 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: 7,103 shares; 2025Q3: 7,103 shares; 2025Q4: 6,433 shares; 2026Q1: 5,962 shares; 2026Q2: 5,649 shares 5,649 $808K 0.12% -313 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,330 shares; 2025Q3: 4,524 shares; 2025Q4: 4,565 shares; 2026Q1: 4,557 shares; 2026Q2: 4,021 shares 4,021 $807K 0.12% -536 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,286 shares; 2025Q4: 5,126 shares; 2026Q1: 4,885 shares; 2026Q2: 4,129 shares 4,129 $792K 0.12% -756 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,454 shares 4,454 $787K 0.12% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,732 shares 24,732 $784K 0.11% new Timeline IGSB 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: 7,086 shares; 2025Q1: 8,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,193 shares; 2026Q1: 16,000 shares; 2026Q2: 14,615 shares 14,615 $766K 0.11% -1,385 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: 3,536 shares; 2024Q4: 2,430 shares; 2025Q1: 4,615 shares; 2025Q2: 6,029 shares; 2025Q3: 6,164 shares; 2025Q4: 6,791 shares; 2026Q1: 5,985 shares; 2026Q2: 5,214 shares 5,214 $765K 0.11% -771 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,207 shares; 2025Q3: 7,199 shares; 2025Q4: 8,104 shares; 2026Q1: 8,083 shares; 2026Q2: 5,140 shares 5,140 $762K 0.11% -2,943 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: 5,660 shares; 2024Q4: not reported; 2025Q1: 7,828 shares; 2025Q2: 10,612 shares; 2025Q3: 10,880 shares; 2025Q4: 11,720 shares; 2026Q1: 10,841 shares; 2026Q2: 9,300 shares 9,300 $756K 0.11% -1,541 Timeline FEZ 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: 12,399 shares; 2024Q4: 21,667 shares; 2025Q1: 21,424 shares; 2025Q2: 20,786 shares; 2025Q3: 21,328 shares; 2025Q4: 20,954 shares; 2026Q1: 20,475 shares; 2026Q2: 10,982 shares 10,982 $754K 0.11% -9,493 Timeline COWG 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: 18,970 shares; 2025Q3: 19,109 shares; 2025Q4: 21,276 shares; 2026Q1: not reported; 2026Q2: 18,739 shares 18,739 $752K 0.11% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 2,456 shares; 2026Q1: 2,576 shares; 2026Q2: 2,561 shares 2,561 $750K 0.11% -15 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,233 shares; 2024Q4: 33,580 shares; 2025Q1: 56,066 shares; 2025Q2: 54,284 shares; 2025Q3: 49,308 shares; 2025Q4: 44,137 shares; 2026Q1: 38,400 shares; 2026Q2: 17,995 shares 17,995 $749K 0.11% -20,405 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 2,398 shares; 2025Q4: 3,011 shares; 2026Q1: 3,091 shares; 2026Q2: 3,079 shares 3,079 $748K 0.11% -12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,036 shares; 2025Q1: 1,480 shares; 2025Q2: 2,549 shares; 2025Q3: 2,682 shares; 2025Q4: 2,884 shares; 2026Q1: 4,044 shares; 2026Q2: 1,553 shares 1,553 $742K 0.11% -2,491 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,419 shares 17,419 $728K 0.11% new Timeline EDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,259 shares; 2024Q4: 42,807 shares; 2025Q1: 38,828 shares; 2025Q2: 38,785 shares; 2025Q3: 36,471 shares; 2025Q4: 36,659 shares; 2026Q1: 36,170 shares; 2026Q2: 30,381 shares 30,381 $721K 0.11% -5,789 Timeline SGVT 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: 2,970 shares; 2026Q1: 86,322 shares; 2026Q2: 7,143 shares 7,143 $720K 0.11% -79,179 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: 2,183 shares; 2025Q3: 2,511 shares; 2025Q4: 2,377 shares; 2026Q1: 2,360 shares; 2026Q2: 2,106 shares 2,106 $718K 0.11% -254 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,601 shares; 2025Q1: 6,561 shares; 2025Q2: 6,525 shares; 2025Q3: 6,118 shares; 2025Q4: 5,940 shares; 2026Q1: 5,531 shares; 2026Q2: 5,034 shares 5,034 $713K 0.1% -497 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,304 shares; 2026Q1: not reported; 2026Q2: 8,838 shares 8,838 $710K 0.1% 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: 17,981 shares; 2024Q4: 17,740 shares; 2025Q1: 18,906 shares; 2025Q2: 19,183 shares; 2025Q3: not reported; 2025Q4: 18,779 shares; 2026Q1: 16,691 shares; 2026Q2: 12,423 shares 12,423 $708K 0.1% -4,268 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,793 shares; 2024Q4: not reported; 2025Q1: 23,771 shares; 2025Q2: 26,059 shares; 2025Q3: 27,927 shares; 2025Q4: 30,559 shares; 2026Q1: 14,619 shares; 2026Q2: 14,445 shares 14,445 $706K 0.1% -174 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: not reported; 2025Q1: 12,136 shares; 2025Q2: 12,414 shares; 2025Q3: 12,232 shares; 2025Q4: 12,730 shares; 2026Q1: 11,090 shares; 2026Q2: 7,221 shares 7,221 $697K 0.1% -3,869 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,856 shares; 2025Q3: 12,765 shares; 2025Q4: 14,698 shares; 2026Q1: 15,124 shares; 2026Q2: 13,953 shares 13,953 $688K 0.1% -1,171 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 6,587 shares 6,587 $678K 0.1% +4,422 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,519 shares; 2024Q4: not reported; 2025Q1: 11,071 shares; 2025Q2: 8,976 shares; 2025Q3: not reported; 2025Q4: 12,903 shares; 2026Q1: 11,454 shares; 2026Q2: 9,095 shares 9,095 $676K 0.1% -2,359 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,769 shares; 2024Q4: 16,369 shares; 2025Q1: 17,169 shares; 2025Q2: 17,660 shares; 2025Q3: 19,566 shares; 2025Q4: 19,202 shares; 2026Q1: 19,202 shares; 2026Q2: 21,045 shares 21,045 $665K 0.1% +1,843 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,792 shares 4,792 $655K 0.1% new Timeline XHB 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: 5,639 shares 5,639 $652K 0.1% new Timeline XLU 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: 5,588 shares; 2025Q1: 6,312 shares; 2025Q2: 8,836 shares; 2025Q3: 9,882 shares; 2025Q4: 20,621 shares; 2026Q1: 21,787 shares; 2026Q2: 14,304 shares 14,304 $649K 0.09% -7,483 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,861 shares; 2025Q2: 4,454 shares; 2025Q3: 5,965 shares; 2025Q4: 6,706 shares; 2026Q1: 7,368 shares; 2026Q2: 8,587 shares 8,587 $648K 0.09% +1,219 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: 17,465 shares; 2024Q4: 12,483 shares; 2025Q1: 18,392 shares; 2025Q2: 17,658 shares; 2025Q3: 24,670 shares; 2025Q4: 31,530 shares; 2026Q1: 25,687 shares; 2026Q2: 26,875 shares 26,875 $647K 0.09% +1,188 Timeline DGT 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: 3,494 shares 3,494 $646K 0.09% new Timeline KBE 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: 11,729 shares; 2024Q4: 11,786 shares; 2025Q1: 11,770 shares; 2025Q2: 11,443 shares; 2025Q3: 10,382 shares; 2025Q4: 10,633 shares; 2026Q1: 10,421 shares; 2026Q2: 9,438 shares 9,438 $644K 0.09% -983 Timeline SLYG 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: 3,799 shares; 2025Q3: 4,792 shares; 2025Q4: 5,135 shares; 2026Q1: 5,092 shares; 2026Q2: 5,383 shares 5,383 $641K 0.09% +291 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,722 shares; 2025Q4: 6,946 shares; 2026Q1: 1,693 shares; 2026Q2: 6,152 shares 6,152 $640K 0.09% +4,459 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,408 shares; 2024Q4: 2,220 shares; 2025Q1: 16,137 shares; 2025Q2: 9,608 shares; 2025Q3: 9,473 shares; 2025Q4: 9,233 shares; 2026Q1: 5,289 shares; 2026Q2: 6,084 shares 6,084 $632K 0.09% +795 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,413 shares; 2024Q4: 12,114 shares; 2025Q1: 25,713 shares; 2025Q2: 24,818 shares; 2025Q3: 29,583 shares; 2025Q4: 29,149 shares; 2026Q1: 20,521 shares; 2026Q2: 8,275 shares 8,275 $630K 0.09% -12,246 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 631 shares; 2025Q4: 1,557 shares; 2026Q1: 1,484 shares; 2026Q2: 1,197 shares 1,197 $626K 0.09% -287 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,131 shares; 2026Q1: 15,536 shares; 2026Q2: 16,635 shares 16,635 $620K 0.09% +1,099 Timeline VRP 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: 11,546 shares; 2025Q3: not reported; 2025Q4: 24,541 shares; 2026Q1: 21,691 shares; 2026Q2: 25,349 shares 25,349 $616K 0.09% +3,658 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,629 shares; 2025Q2: 7,661 shares; 2025Q3: 7,499 shares; 2025Q4: 7,404 shares; 2026Q1: not reported; 2026Q2: 6,576 shares 6,576 $616K 0.09% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,722 shares; 2025Q1: 2,035 shares; 2025Q2: 2,142 shares; 2025Q3: 2,514 shares; 2025Q4: 2,712 shares; 2026Q1: 2,947 shares; 2026Q2: 2,466 shares 2,466 $613K 0.09% -481 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,783 shares; 2026Q2: 12,345 shares 12,345 $604K 0.09% +3,562 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,404 shares; 2024Q4: not reported; 2025Q1: 5,376 shares; 2025Q2: 9,339 shares; 2025Q3: 10,450 shares; 2025Q4: 11,654 shares; 2026Q1: 20,540 shares; 2026Q2: 7,498 shares 7,498 $600K 0.09% -13,042 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 reported; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 3,598 shares; 2025Q3: 4,418 shares; 2025Q4: 4,606 shares; 2026Q1: 10,996 shares; 2026Q2: 7,209 shares 7,209 $597K 0.09% -3,787 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,014 shares; 2025Q3: 1,691 shares; 2025Q4: 1,735 shares; 2026Q1: 1,419 shares; 2026Q2: 1,595 shares 1,595 $596K 0.09% +176 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 748 shares; 2025Q1: 2,020 shares; 2025Q2: 2,108 shares; 2025Q3: 2,169 shares; 2025Q4: not reported; 2026Q1: 1,724 shares; 2026Q2: 1,726 shares 1,726 $584K 0.09% +2 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: 6,442 shares; 2024Q4: 6,207 shares; 2025Q1: 6,438 shares; 2025Q2: 6,766 shares; 2025Q3: 5,796 shares; 2025Q4: 6,322 shares; 2026Q1: 5,988 shares; 2026Q2: 5,878 shares 5,878 $582K 0.09% -110 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,557 shares; 2025Q3: 7,198 shares; 2025Q4: 6,888 shares; 2026Q1: 2,460 shares; 2026Q2: 2,262 shares 2,262 $578K 0.08% -198 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 5,439 shares; 2025Q3: 5,397 shares; 2025Q4: 6,183 shares; 2026Q1: 5,936 shares; 2026Q2: 5,972 shares 5,972 $572K 0.08% +36 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,663 shares; 2025Q3: 2,644 shares; 2025Q4: 1,560 shares; 2026Q1: 1,589 shares; 2026Q2: 1,666 shares 1,666 $571K 0.08% +77 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: not reported; 2025Q1: 4,546 shares; 2025Q2: 5,843 shares; 2025Q3: 6,096 shares; 2025Q4: 6,405 shares; 2026Q1: 6,412 shares; 2026Q2: 4,493 shares 4,493 $569K 0.08% -1,919 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,321 shares; 2024Q4: not reported; 2025Q1: 12,012 shares; 2025Q2: 12,268 shares; 2025Q3: 12,747 shares; 2025Q4: 12,879 shares; 2026Q1: not reported; 2026Q2: 9,238 shares 9,238 $568K 0.08% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,572 shares; 2024Q4: 4,538 shares; 2025Q1: 4,040 shares; 2025Q2: not reported; 2025Q3: 3,431 shares; 2025Q4: 3,507 shares; 2026Q1: 3,236 shares; 2026Q2: 2,712 shares 2,712 $567K 0.08% -524 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,838 shares; 2026Q1: 4,280 shares; 2026Q2: 6,293 shares 6,293 $566K 0.08% +2,013 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 9,785 shares; 2026Q1: 13,460 shares; 2026Q2: 20,156 shares 20,156 $557K 0.08% +6,696 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,246 shares 3,246 $555K 0.08% new Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,802 shares; 2026Q1: 23,517 shares; 2026Q2: 24,517 shares 24,517 $552K 0.08% +1,000 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,508 shares; 2025Q4: 1,509 shares; 2026Q1: 1,390 shares; 2026Q2: 860 shares 860 $551K 0.08% -530 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,873 shares; 2024Q4: 15,024 shares; 2025Q1: 15,295 shares; 2025Q2: 9,447 shares; 2025Q3: 9,449 shares; 2025Q4: 9,438 shares; 2026Q1: 9,050 shares; 2026Q2: 9,228 shares 9,228 $537K 0.08% +178 Timeline XME 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: 6,191 shares; 2024Q4: 18,030 shares; 2025Q1: 17,859 shares; 2025Q2: 17,445 shares; 2025Q3: 17,938 shares; 2025Q4: 17,558 shares; 2026Q1: 16,595 shares; 2026Q2: 5,005 shares 5,005 $535K 0.08% -11,590 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,834 shares; 2025Q2: 1,792 shares; 2025Q3: 1,824 shares; 2025Q4: 1,851 shares; 2026Q1: 1,677 shares; 2026Q2: 1,781 shares 1,781 $531K 0.08% +104 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: not reported; 2025Q1: 5,714 shares; 2025Q2: 9,623 shares; 2025Q3: 8,188 shares; 2025Q4: 6,351 shares; 2026Q1: not reported; 2026Q2: 5,198 shares 5,198 $523K 0.08% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,076 shares; 2025Q4: 7,580 shares; 2026Q1: 2,574 shares; 2026Q2: 6,722 shares 6,722 $521K 0.08% +4,148 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,691 shares; 2025Q3: 12,360 shares; 2025Q4: 11,526 shares; 2026Q1: 7,195 shares; 2026Q2: 6,412 shares 6,412 $518K 0.08% -783 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,706 shares; 2025Q1: 1,512 shares; 2025Q2: 2,710 shares; 2025Q3: 2,752 shares; 2025Q4: 2,714 shares; 2026Q1: 2,200 shares; 2026Q2: 1,415 shares 1,415 $518K 0.08% -785 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: not reported; 2025Q1: 2,847 shares; 2025Q2: 5,980 shares; 2025Q3: 8,179 shares; 2025Q4: 8,420 shares; 2026Q1: 9,144 shares; 2026Q2: 5,848 shares 5,848 $513K 0.08% -3,296 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,882 shares; 2025Q1: not reported; 2025Q2: 4,492 shares; 2025Q3: 9,983 shares; 2025Q4: 9,225 shares; 2026Q1: 6,339 shares; 2026Q2: 5,457 shares 5,457 $513K 0.08% -882 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,459 shares; 2024Q4: 40,592 shares; 2025Q1: 119,571 shares; 2025Q2: 67,190 shares; 2025Q3: 70,827 shares; 2025Q4: 56,407 shares; 2026Q1: 20,926 shares; 2026Q2: 21,175 shares 21,175 $511K 0.07% +249 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,337 shares; 2026Q2: 1,702 shares 1,702 $507K 0.07% -635 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: 921 shares; 2024Q4: not reported; 2025Q1: 2,436 shares; 2025Q2: 2,150 shares; 2025Q3: 2,352 shares; 2025Q4: 2,037 shares; 2026Q1: 1,851 shares; 2026Q2: 1,666 shares 1,666 $505K 0.07% -185 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,889 shares; 2024Q4: 23,671 shares; 2025Q1: 26,541 shares; 2025Q2: 26,123 shares; 2025Q3: 23,311 shares; 2025Q4: 23,161 shares; 2026Q1: 22,022 shares; 2026Q2: 10,192 shares 10,192 $503K 0.07% -11,830 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 3,425 shares; 2025Q3: 4,586 shares; 2025Q4: not reported; 2026Q1: 10,606 shares; 2026Q2: 9,891 shares 9,891 $503K 0.07% -715 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: 16,422 shares; 2024Q4: not reported; 2025Q1: 21,782 shares; 2025Q2: 26,589 shares; 2025Q3: not reported; 2025Q4: 32,308 shares; 2026Q1: 20,024 shares; 2026Q2: 18,131 shares 18,131 $496K 0.07% -1,893 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 239 shares; 2025Q2: 275 shares; 2025Q3: 367 shares; 2025Q4: 5,351 shares; 2026Q1: 8,129 shares; 2026Q2: 6,877 shares 6,877 $491K 0.07% -1,252 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,504 shares; 2024Q4: 6,459 shares; 2025Q1: 7,691 shares; 2025Q2: 7,039 shares; 2025Q3: 7,132 shares; 2025Q4: 6,847 shares; 2026Q1: 6,813 shares; 2026Q2: 5,971 shares 5,971 $485K 0.07% -842 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,394 shares; 2026Q1: 10,260 shares; 2026Q2: 9,965 shares 9,965 $481K 0.07% -295 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares; 2026Q2: 1,563 shares 1,563 $473K 0.07% -952 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 2,842 shares; 2026Q1: not reported; 2026Q2: 2,842 shares 2,842 $472K 0.07% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 658 shares; 2025Q1: 696 shares; 2025Q2: 926 shares; 2025Q3: 1,008 shares; 2025Q4: 928 shares; 2026Q1: 990 shares; 2026Q2: 3,933 shares 3,933 $470K 0.07% +2,943 Timeline CALF 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: 43,292 shares; 2024Q4: not reported; 2025Q1: 5,601 shares; 2025Q2: 11,217 shares; 2025Q3: 11,006 shares; 2025Q4: 8,754 shares; 2026Q1: 8,580 shares; 2026Q2: 9,246 shares 9,246 $468K 0.07% +666 Timeline WIP 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: 6,587 shares; 2024Q4: 7,239 shares; 2025Q1: 5,553 shares; 2025Q2: 8,681 shares; 2025Q3: 13,709 shares; 2025Q4: 13,516 shares; 2026Q1: 13,519 shares; 2026Q2: 11,528 shares 11,528 $454K 0.07% -1,991 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares; 2025Q4: 3,087 shares; 2026Q1: 3,214 shares; 2026Q2: 3,610 shares 3,610 $450K 0.07% +396 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: not reported; 2025Q1: 3,671 shares; 2025Q2: 2,504 shares; 2025Q3: 4,234 shares; 2025Q4: 3,717 shares; 2026Q1: 5,314 shares; 2026Q2: 4,628 shares 4,628 $437K 0.06% -686 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,781 shares; 2025Q4: 5,078 shares; 2026Q1: 5,807 shares; 2026Q2: 5,797 shares 5,797 $437K 0.06% -10 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,983 shares 2,983 $436K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,248 shares; 2024Q4: 2,118 shares; 2025Q1: 5,141 shares; 2025Q2: 4,846 shares; 2025Q3: 5,261 shares; 2025Q4: 5,332 shares; 2026Q1: 4,772 shares; 2026Q2: 4,516 shares 4,516 $435K 0.06% -256 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,042 shares; 2024Q4: not reported; 2025Q1: 1,863 shares; 2025Q2: 2,364 shares; 2025Q3: 5,265 shares; 2025Q4: 5,438 shares; 2026Q1: 3,754 shares; 2026Q2: 4,032 shares 4,032 $433K 0.06% +278 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,407 shares; 2024Q4: not reported; 2025Q1: 19,435 shares; 2025Q2: 19,805 shares; 2025Q3: 20,684 shares; 2025Q4: 21,151 shares; 2026Q1: 7,772 shares; 2026Q2: 9,216 shares 9,216 $432K 0.06% +1,444 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 663 shares; 2025Q2: 770 shares; 2025Q3: 774 shares; 2025Q4: 785 shares; 2026Q1: 815 shares; 2026Q2: 380 shares 380 $431K 0.06% -435 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,250 shares; 2025Q2: 8,270 shares; 2025Q3: 8,270 shares; 2025Q4: 8,540 shares; 2026Q1: 8,542 shares; 2026Q2: 8,445 shares 8,445 $428K 0.06% -97 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: 7,933 shares; 2024Q4: 12,700 shares; 2025Q1: 13,887 shares; 2025Q2: 26,201 shares; 2025Q3: 26,916 shares; 2025Q4: 27,441 shares; 2026Q1: 27,330 shares; 2026Q2: 8,182 shares 8,182 $424K 0.06% -19,148 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: 4,288 shares; 2025Q2: 6,784 shares; 2025Q3: 8,296 shares; 2025Q4: 8,302 shares; 2026Q1: 8,763 shares; 2026Q2: 2,131 shares 2,131 $417K 0.06% -6,632 Timeline FCG 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: 18,004 shares; 2026Q2: 15,676 shares 15,676 $417K 0.06% -2,328 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,548 shares; 2024Q4: 17,655 shares; 2025Q1: 17,455 shares; 2025Q2: 16,665 shares; 2025Q3: 16,974 shares; 2025Q4: not reported; 2026Q1: 16,596 shares; 2026Q2: 7,232 shares 7,232 $417K 0.06% -9,364 Timeline PCY 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: 27,421 shares; 2026Q2: 19,076 shares 19,076 $413K 0.06% -8,345 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,224 shares; 2025Q3: 1,259 shares; 2025Q4: 1,213 shares; 2026Q1: 999 shares; 2026Q2: 538 shares 538 $411K 0.06% -461 Timeline VEU 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: not reported; 2025Q4: not reported; 2026Q1: 4,869 shares; 2026Q2: 4,893 shares 4,893 $410K 0.06% +24 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 799 shares; 2025Q1: 1,678 shares; 2025Q2: 1,524 shares; 2025Q3: 1,519 shares; 2025Q4: 1,598 shares; 2026Q1: 1,507 shares; 2026Q2: 1,111 shares 1,111 $402K 0.06% -396 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,063 shares; 2025Q3: 16,516 shares; 2025Q4: 14,726 shares; 2026Q1: 7,735 shares; 2026Q2: 7,994 shares 7,994 $399K 0.06% +259 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: 2,954 shares; 2025Q3: 3,644 shares; 2025Q4: 4,033 shares; 2026Q1: 4,012 shares; 2026Q2: 4,123 shares 4,123 $393K 0.06% +111 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,105 shares; 2025Q2: 10,556 shares; 2025Q3: not reported; 2025Q4: 5,183 shares; 2026Q1: 4,762 shares; 2026Q2: 6,956 shares 6,956 $386K 0.06% +2,194 Timeline FDD 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: 15,536 shares; 2026Q1: 17,201 shares; 2026Q2: 20,706 shares 20,706 $384K 0.06% +3,505 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,812 shares; 2025Q2: 4,150 shares; 2025Q3: not reported; 2025Q4: 5,297 shares; 2026Q1: 5,536 shares; 2026Q2: 3,321 shares 3,321 $381K 0.06% -2,215 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,894 shares; 2026Q2: 6,828 shares 6,828 $377K 0.06% -1,066 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,995 shares; 2025Q3: 14,972 shares; 2025Q4: 15,492 shares; 2026Q1: 15,797 shares; 2026Q2: 4,119 shares 4,119 $374K 0.05% -11,678 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,557 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares; 2026Q2: 2,456 shares 2,456 $373K 0.05% -101 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,694 shares; 2025Q4: 1,692 shares; 2026Q1: not reported; 2026Q2: 1,432 shares 1,432 $373K 0.05% new Timeline XMMO 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: 2,839 shares; 2024Q4: not reported; 2025Q1: 2,766 shares; 2025Q2: 2,764 shares; 2025Q3: 2,515 shares; 2025Q4: 2,348 shares; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $370K 0.05% new Timeline INOD INNODATA INC More: the full row for INNODATA 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: 4,248 shares; 2025Q4: 5,775 shares; 2026Q1: 5,675 shares; 2026Q2: 4,875 shares 4,875 $368K 0.05% -800 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 3,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 4,063 shares; 2026Q1: 3,988 shares; 2026Q2: 3,881 shares 3,881 $363K 0.05% -107 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,582 shares; 2024Q4: 5,616 shares; 2025Q1: 5,505 shares; 2025Q2: 5,423 shares; 2025Q3: 5,504 shares; 2025Q4: 5,335 shares; 2026Q1: 5,229 shares; 2026Q2: 1,900 shares 1,900 $361K 0.05% -3,329 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,025 shares; 2025Q3: 3,053 shares; 2025Q4: not reported; 2026Q1: 2,878 shares; 2026Q2: 2,501 shares 2,501 $358K 0.05% -377 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,856 shares; 2026Q2: 8,793 shares 8,793 $357K 0.05% +937 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: 34,124 shares; 2024Q4: 41,676 shares; 2025Q1: 66,512 shares; 2025Q2: 55,221 shares; 2025Q3: 54,989 shares; 2025Q4: 55,679 shares; 2026Q1: 52,218 shares; 2026Q2: 25,685 shares 25,685 $357K 0.05% -26,533 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,631 shares; 2025Q4: 1,795 shares; 2026Q1: 1,734 shares; 2026Q2: 1,592 shares 1,592 $355K 0.05% -142 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: not reported; 2024Q4: not reported; 2025Q1: 215,453 shares; 2025Q2: 186,356 shares; 2025Q3: 43,651 shares; 2025Q4: not reported; 2026Q1: 12,390 shares; 2026Q2: 12,028 shares 12,028 $354K 0.05% -362 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 807 shares; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $353K 0.05% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,777 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,269 shares; 2025Q3: 3,273 shares; 2025Q4: not reported; 2026Q1: 3,102 shares; 2026Q2: 2,905 shares 2,905 $353K 0.05% -197 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 280 shares; 2026Q1: 340 shares; 2026Q2: 174 shares 174 $346K 0.05% -166 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,613 shares; 2026Q2: 3,911 shares 3,911 $346K 0.05% +298 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,440 shares; 2024Q4: 17,850 shares; 2025Q1: 22,601 shares; 2025Q2: 22,150 shares; 2025Q3: 20,201 shares; 2025Q4: 20,191 shares; 2026Q1: 18,532 shares; 2026Q2: 19,280 shares 19,280 $346K 0.05% +748 Timeline NDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,122 shares; 2025Q2: 21,122 shares; 2025Q3: 21,122 shares; 2025Q4: 22,608 shares; 2026Q1: 13,558 shares; 2026Q2: 11,458 shares 11,458 $344K 0.05% -2,100 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,207 shares; 2025Q3: 1,508 shares; 2025Q4: 2,191 shares; 2026Q1: 2,530 shares; 2026Q2: 2,193 shares 2,193 $344K 0.05% -337 Timeline BUG 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: 5,905 shares; 2025Q3: 9,385 shares; 2025Q4: 9,385 shares; 2026Q1: 9,385 shares; 2026Q2: 8,981 shares 8,981 $343K 0.05% -404 Timeline TDVI 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: 9,044 shares; 2025Q3: 11,194 shares; 2025Q4: 15,080 shares; 2026Q1: 14,302 shares; 2026Q2: 10,668 shares 10,668 $339K 0.05% -3,634 Timeline CSX CSX CORP More: the full row for CSX 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: 6,006 shares; 2025Q4: 5,742 shares; 2026Q1: 6,680 shares; 2026Q2: 7,044 shares 7,044 $335K 0.05% +364 Timeline PSFJ 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: 6,993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,921 shares; 2025Q3: not reported; 2025Q4: 10,822 shares; 2026Q1: not reported; 2026Q2: 9,470 shares 9,470 $333K 0.05% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,650 shares; 2025Q4: 4,774 shares; 2026Q1: 2,155 shares; 2026Q2: 1,200 shares 1,200 $331K 0.05% -955 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 14,255 shares; 2025Q3: 13,960 shares; 2025Q4: 14,836 shares; 2026Q1: 14,406 shares; 2026Q2: 4,293 shares 4,293 $331K 0.05% -10,113 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,244 shares; 2026Q2: 6,374 shares 6,374 $329K 0.05% +1,130 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,877 shares 1,877 $329K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 6,713 shares; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,714 shares; 2025Q4: 2,840 shares; 2026Q1: 2,504 shares; 2026Q2: 1,518 shares 1,518 $329K 0.05% -986 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,383 shares; 2025Q4: 9,009 shares; 2026Q1: not reported; 2026Q2: 5,213 shares 5,213 $328K 0.05% new 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: 16,513 shares; 2024Q4: 20,863 shares; 2025Q1: 15,921 shares; 2025Q2: 14,878 shares; 2025Q3: 13,881 shares; 2025Q4: 13,969 shares; 2026Q1: 13,785 shares; 2026Q2: 8,272 shares 8,272 $326K 0.05% -5,513 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 874 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 876 shares; 2025Q4: 838 shares; 2026Q1: 839 shares; 2026Q2: 789 shares 789 $323K 0.05% -50 Timeline DFLV 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: 6,689 shares; 2026Q2: 8,170 shares 8,170 $323K 0.05% +1,481 Timeline IEF 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: 3,118 shares; 2025Q3: 4,792 shares; 2025Q4: 3,649 shares; 2026Q1: 5,956 shares; 2026Q2: 3,389 shares 3,389 $321K 0.05% -2,567 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: 5,664 shares; 2025Q1: 5,789 shares; 2025Q2: 6,436 shares; 2025Q3: 8,189 shares; 2025Q4: 7,728 shares; 2026Q1: 7,691 shares; 2026Q2: 7,228 shares 7,228 $318K 0.05% -463 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 1,082 shares; 2025Q3: 1,213 shares; 2025Q4: 1,229 shares; 2026Q1: 1,017 shares; 2026Q2: 1,130 shares 1,130 $318K 0.05% +113 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: not reported; 2025Q3: not reported; 2025Q4: 3,612 shares; 2026Q1: 4,586 shares; 2026Q2: 4,548 shares 4,548 $316K 0.05% -38 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,745 shares; 2025Q2: 3,694 shares; 2025Q3: 5,105 shares; 2025Q4: 4,020 shares; 2026Q1: 3,597 shares; 2026Q2: 2,925 shares 2,925 $315K 0.05% -672 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 4,373 shares; 2026Q2: 4,858 shares 4,858 $314K 0.05% +485 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,698 shares; 2024Q4: not reported; 2025Q1: 20,739 shares; 2025Q2: 28,165 shares; 2025Q3: 30,365 shares; 2025Q4: 28,882 shares; 2026Q1: 30,274 shares; 2026Q2: 28,313 shares 28,313 $313K 0.05% -1,961 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,912 shares; 2025Q1: 3,775 shares; 2025Q2: 3,812 shares; 2025Q3: not reported; 2025Q4: 3,742 shares; 2026Q1: 3,732 shares; 2026Q2: 1,800 shares 1,800 $312K 0.05% -1,932 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647 shares; 2024Q4: 812 shares; 2025Q1: 777 shares; 2025Q2: 829 shares; 2025Q3: 701 shares; 2025Q4: 556 shares; 2026Q1: 579 shares; 2026Q2: 491 shares 491 $311K 0.05% -88 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 656 shares; 2025Q3: 835 shares; 2025Q4: 688 shares; 2026Q1: 544 shares; 2026Q2: 432 shares 432 $311K 0.05% -112 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,180 shares 8,180 $311K 0.05% new Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,280 shares 12,280 $309K 0.05% new Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,508 shares; 2026Q1: 9,070 shares; 2026Q2: 9,873 shares 9,873 $304K 0.04% +803 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 2,165 shares; 2025Q1: 2,282 shares; 2025Q2: 2,287 shares; 2025Q3: 2,279 shares; 2025Q4: 2,293 shares; 2026Q1: 2,208 shares; 2026Q2: 1,271 shares 1,271 $303K 0.04% -937 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,503 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,716 shares; 2026Q1: not reported; 2026Q2: 5,244 shares 5,244 $302K 0.04% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 4,642 shares; 2025Q1: 5,440 shares; 2025Q2: 5,749 shares; 2025Q3: 4,125 shares; 2025Q4: not reported; 2026Q1: 4,146 shares; 2026Q2: 2,144 shares 2,144 $300K 0.04% -2,002 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,568 shares; 2025Q4: 15,401 shares; 2026Q1: 15,416 shares; 2026Q2: 15,540 shares 15,540 $300K 0.04% +124 Timeline WCMI 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: 10,371 shares; 2025Q3: 11,285 shares; 2025Q4: 15,316 shares; 2026Q1: 15,129 shares; 2026Q2: 15,129 shares 15,129 $296K 0.04% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $294K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,593 shares; 2024Q4: 2,104 shares; 2025Q1: 2,580 shares; 2025Q2: 2,609 shares; 2025Q3: 2,386 shares; 2025Q4: 2,519 shares; 2026Q1: 1,867 shares; 2026Q2: 1,865 shares 1,865 $291K 0.04% -2 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121 shares; 2024Q4: 2,007 shares; 2025Q1: 1,983 shares; 2025Q2: 2,820 shares; 2025Q3: 2,557 shares; 2025Q4: 2,004 shares; 2026Q1: 1,905 shares; 2026Q2: 1,798 shares 1,798 $291K 0.04% -107 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 3,150 shares; 2026Q2: 3,065 shares 3,065 $290K 0.04% -85 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,094 shares; 2024Q4: not reported; 2025Q1: 3,197 shares; 2025Q2: 3,944 shares; 2025Q3: 3,070 shares; 2025Q4: 3,251 shares; 2026Q1: 3,497 shares; 2026Q2: 3,103 shares 3,103 $286K 0.04% -394 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 1,319 shares; 2025Q3: 2,047 shares; 2025Q4: not reported; 2026Q1: 1,329 shares; 2026Q2: 1,054 shares 1,054 $285K 0.04% -275 Timeline IGV 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: 5,711 shares; 2025Q3: 5,344 shares; 2025Q4: 5,242 shares; 2026Q1: not reported; 2026Q2: 3,135 shares 3,135 $284K 0.04% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,159 shares; 2025Q1: 7,261 shares; 2025Q2: 7,346 shares; 2025Q3: 10,185 shares; 2025Q4: 10,095 shares; 2026Q1: 6,055 shares; 2026Q2: 5,418 shares 5,418 $284K 0.04% -637 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: not reported; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: not reported; 2026Q2: 918 shares 918 $281K 0.04% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 1,164 shares; 2025Q2: 1,218 shares; 2025Q3: 1,359 shares; 2025Q4: 1,566 shares; 2026Q1: 1,376 shares; 2026Q2: 3,402 shares 3,402 $281K 0.04% +2,026 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,348 shares; 2024Q4: not reported; 2025Q1: 12,122 shares; 2025Q2: 15,923 shares; 2025Q3: 16,105 shares; 2025Q4: 16,291 shares; 2026Q1: 12,693 shares; 2026Q2: 13,657 shares 13,657 $281K 0.04% +964 Timeline PTNQ 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: 32,069 shares; 2024Q4: 30,449 shares; 2025Q1: 47,663 shares; 2025Q2: 9,603 shares; 2025Q3: 8,484 shares; 2025Q4: 8,559 shares; 2026Q1: 5,259 shares; 2026Q2: 3,165 shares 3,165 $281K 0.04% -2,094 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,730 shares; 2025Q2: 2,019 shares; 2025Q3: 2,022 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares; 2026Q2: 1,251 shares 1,251 $279K 0.04% -787 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,379 shares; 2025Q4: 4,668 shares; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $278K 0.04% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,720 shares; 2024Q4: 15,888 shares; 2025Q1: 22,314 shares; 2025Q2: 19,053 shares; 2025Q3: 19,178 shares; 2025Q4: 16,966 shares; 2026Q1: 12,226 shares; 2026Q2: 5,449 shares 5,449 $276K 0.04% -6,777 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,890 shares; 2026Q1: 7,395 shares; 2026Q2: 8,121 shares 8,121 $275K 0.04% +726 Timeline FDN 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: 788 shares; 2025Q3: 967 shares; 2025Q4: 1,308 shares; 2026Q1: 1,368 shares; 2026Q2: 1,038 shares 1,038 $275K 0.04% -330 Timeline FTDS 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: 4,397 shares 4,397 $270K 0.04% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,135 shares; 2026Q1: 6,595 shares; 2026Q2: 6,655 shares 6,655 $268K 0.04% +60 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 6,226 shares; 2026Q2: 5,262 shares 5,262 $267K 0.04% -964 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: 1,132 shares; 2025Q2: 1,196 shares; 2025Q3: 1,136 shares; 2025Q4: 1,137 shares; 2026Q1: 1,264 shares; 2026Q2: 916 shares 916 $266K 0.04% -348 Timeline PSFD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,682 shares 6,682 $266K 0.04% new 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: not reported; 2025Q3: 7,881 shares; 2025Q4: not reported; 2026Q1: 8,557 shares; 2026Q2: 8,557 shares 8,557 $266K 0.04% 0 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: 963 shares; 2025Q2: 1,087 shares; 2025Q3: 898 shares; 2025Q4: 899 shares; 2026Q1: 929 shares; 2026Q2: 3,302 shares 3,302 $266K 0.04% +2,373 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: 6,853 shares; 2025Q4: 6,641 shares; 2026Q1: 5,973 shares; 2026Q2: 5,976 shares 5,976 $266K 0.04% +3 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,039 shares; 2025Q2: 8,439 shares; 2025Q3: 8,439 shares; 2025Q4: 8,439 shares; 2026Q1: 8,439 shares; 2026Q2: 8,439 shares 8,439 $265K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,078 shares; 2025Q2: not reported; 2025Q3: 2,689 shares; 2025Q4: 5,295 shares; 2026Q1: 4,282 shares; 2026Q2: 2,007 shares 2,007 $262K 0.04% -2,275 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,851 shares; 2024Q4: not reported; 2025Q1: 14,545 shares; 2025Q2: 10,774 shares; 2025Q3: 10,679 shares; 2025Q4: not reported; 2026Q1: 10,639 shares; 2026Q2: 9,813 shares 9,813 $262K 0.04% -826 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,210 shares; 2025Q4: 6,777 shares; 2026Q1: not reported; 2026Q2: 7,038 shares 7,038 $260K 0.04% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,336 shares; 2025Q2: not reported; 2025Q3: 10,330 shares; 2025Q4: 7,442 shares; 2026Q1: 5,636 shares; 2026Q2: 4,348 shares 4,348 $260K 0.04% -1,288 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,035 shares; 2024Q4: 27,445 shares; 2025Q1: 52,402 shares; 2025Q2: 45,807 shares; 2025Q3: 44,651 shares; 2025Q4: 53,878 shares; 2026Q1: 32,955 shares; 2026Q2: 24,632 shares 24,632 $259K 0.04% -8,323 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,466 shares; 2024Q4: not reported; 2025Q1: 5,615 shares; 2025Q2: 5,579 shares; 2025Q3: 5,599 shares; 2025Q4: 5,620 shares; 2026Q1: 5,639 shares; 2026Q2: 5,545 shares 5,545 $259K 0.04% -94 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,715 shares 5,715 $258K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,350 shares 5,350 $258K 0.04% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,265 shares; 2026Q1: 4,482 shares; 2026Q2: 5,189 shares 5,189 $257K 0.04% +707 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,775 shares; 2024Q4: 5,771 shares; 2025Q1: 6,573 shares; 2025Q2: 6,326 shares; 2025Q3: 5,719 shares; 2025Q4: 5,540 shares; 2026Q1: 5,806 shares; 2026Q2: 5,139 shares 5,139 $256K 0.04% -667 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,295 shares; 2025Q3: 46,795 shares; 2025Q4: 30,836 shares; 2026Q1: 19,037 shares; 2026Q2: 10,877 shares 10,877 $256K 0.04% -8,160 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,750 shares; 2024Q4: not reported; 2025Q1: 41,340 shares; 2025Q2: 43,420 shares; 2025Q3: 41,260 shares; 2025Q4: 35,460 shares; 2026Q1: 31,445 shares; 2026Q2: 33,125 shares 33,125 $254K 0.04% +1,680 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 659 shares; 2025Q2: 477 shares; 2025Q3: 631 shares; 2025Q4: 854 shares; 2026Q1: 742 shares; 2026Q2: 494 shares 494 $254K 0.04% -248 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 2,168 shares; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $253K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,990 shares; 2025Q2: 2,342 shares; 2025Q3: 2,611 shares; 2025Q4: 2,808 shares; 2026Q1: 2,613 shares; 2026Q2: 1,579 shares 1,579 $250K 0.04% -1,034 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 604 shares; 2026Q2: 258 shares 258 $249K 0.04% -346 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,032 shares; 2026Q1: 1,336 shares; 2026Q2: 877 shares 877 $249K 0.04% -459 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,556 shares; 2024Q4: 6,609 shares; 2025Q1: 6,637 shares; 2025Q2: 6,161 shares; 2025Q3: 3,427 shares; 2025Q4: 3,403 shares; 2026Q1: 3,312 shares; 2026Q2: 3,326 shares 3,326 $247K 0.04% +14 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,648 shares; 2025Q2: 7,243 shares; 2025Q3: 7,243 shares; 2025Q4: 6,143 shares; 2026Q1: 5,669 shares; 2026Q2: 5,519 shares 5,519 $245K 0.04% -150 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,797 shares; 2025Q4: 7,698 shares; 2026Q1: not reported; 2026Q2: 7,656 shares 7,656 $245K 0.04% new Timeline ACWV 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: 5,448 shares; 2025Q2: not reported; 2025Q3: 3,772 shares; 2025Q4: 2,621 shares; 2026Q1: 1,955 shares; 2026Q2: 2,031 shares 2,031 $244K 0.04% +76 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,511 shares; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $243K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 606 shares 606 $241K 0.04% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,748 shares; 2025Q1: 3,761 shares; 2025Q2: 5,289 shares; 2025Q3: not reported; 2025Q4: 6,107 shares; 2026Q1: 4,950 shares; 2026Q2: 2,517 shares 2,517 $241K 0.04% -2,433 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,019 shares; 2024Q4: not reported; 2025Q1: 6,269 shares; 2025Q2: 7,536 shares; 2025Q3: not reported; 2025Q4: 6,492 shares; 2026Q1: 4,243 shares; 2026Q2: 4,472 shares 4,472 $241K 0.04% +229 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: 10,942 shares; 2025Q2: not reported; 2025Q3: 8,883 shares; 2025Q4: 5,921 shares; 2026Q1: 4,817 shares; 2026Q2: 4,936 shares 4,936 $239K 0.04% +119 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 11,259 shares; 2026Q1: not reported; 2026Q2: 11,259 shares 11,259 $239K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,719 shares; 2026Q1: not reported; 2026Q2: 4,973 shares 4,973 $238K 0.03% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,809 shares; 2026Q2: 3,809 shares 3,809 $238K 0.03% 0 Timeline TDIV 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: 2,065 shares 2,065 $237K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 1,119 shares; 2026Q2: 997 shares 997 $237K 0.03% -122 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,430 shares; 2024Q4: 6,134 shares; 2025Q1: 6,164 shares; 2025Q2: 5,692 shares; 2025Q3: not reported; 2025Q4: 5,226 shares; 2026Q1: 5,038 shares; 2026Q2: 4,190 shares 4,190 $237K 0.03% -848 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,216 shares 2,216 $236K 0.03% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,953 shares; 2025Q2: not reported; 2025Q3: 14,901 shares; 2025Q4: 9,938 shares; 2026Q1: 8,342 shares; 2026Q2: 8,850 shares 8,850 $235K 0.03% +508 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER 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: 3,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,794 shares 2,794 $234K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $233K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 2,226 shares; 2025Q4: 2,323 shares; 2026Q1: not reported; 2026Q2: 2,571 shares 2,571 $233K 0.03% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,630 shares; 2024Q4: not reported; 2025Q1: 20,985 shares; 2025Q2: 21,052 shares; 2025Q3: 21,119 shares; 2025Q4: 21,186 shares; 2026Q1: 18,273 shares; 2026Q2: 21,318 shares 21,318 $230K 0.03% +3,045 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 5,130 shares; 2026Q1: 5,130 shares; 2026Q2: 4,100 shares 4,100 $230K 0.03% -1,030 Timeline SCHM 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: 10,064 shares; 2025Q3: 12,204 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,219 shares 6,219 $229K 0.03% new Timeline DIVO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,999 shares 4,999 $228K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,401 shares; 2026Q1: 2,308 shares; 2026Q2: 2,189 shares 2,189 $227K 0.03% -119 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,748 shares; 2024Q4: 2,669 shares; 2025Q1: 2,672 shares; 2025Q2: not reported; 2025Q3: 2,264 shares; 2025Q4: 2,267 shares; 2026Q1: 2,269 shares; 2026Q2: 2,272 shares 2,272 $224K 0.03% +3 Timeline VDE 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: 8,317 shares; 2025Q1: 8,227 shares; 2025Q2: 8,320 shares; 2025Q3: 8,582 shares; 2025Q4: 8,611 shares; 2026Q1: 8,544 shares; 2026Q2: 1,479 shares 1,479 $222K 0.03% -7,065 Timeline GSY 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: 6,028 shares; 2024Q4: 8,730 shares; 2025Q1: 8,657 shares; 2025Q2: 8,677 shares; 2025Q3: 8,530 shares; 2025Q4: 8,566 shares; 2026Q1: 7,173 shares; 2026Q2: 4,414 shares 4,414 $221K 0.03% -2,759 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,464 shares; 2024Q4: 16,449 shares; 2025Q1: 16,449 shares; 2025Q2: 16,255 shares; 2025Q3: 16,016 shares; 2025Q4: 16,003 shares; 2026Q1: 13,969 shares; 2026Q2: 5,674 shares 5,674 $221K 0.03% -8,295 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,487 shares; 2025Q1: 5,662 shares; 2025Q2: 5,433 shares; 2025Q3: 5,240 shares; 2025Q4: 5,441 shares; 2026Q1: 5,243 shares; 2026Q2: 1,393 shares 1,393 $221K 0.03% -3,850 Timeline DFIS 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: 6,254 shares 6,254 $219K 0.03% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: not reported; 2025Q1: 2,126 shares; 2025Q2: 1,774 shares; 2025Q3: 2,083 shares; 2025Q4: 2,206 shares; 2026Q1: 1,908 shares; 2026Q2: 1,425 shares 1,425 $217K 0.03% -483 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,563 shares 2,563 $217K 0.03% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 10,285 shares 10,285 $216K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares; 2026Q2: 982 shares 982 $215K 0.03% -144 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,344 shares; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,309 shares; 2026Q1: 2,307 shares; 2026Q2: 1,584 shares 1,584 $215K 0.03% -723 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,759 shares 4,759 $215K 0.03% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 2,363 shares; 2025Q4: 2,420 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $214K 0.03% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,314 shares; 2025Q3: 3,229 shares; 2025Q4: 3,088 shares; 2026Q1: 3,088 shares; 2026Q2: 2,317 shares 2,317 $214K 0.03% -771 Timeline AFMC 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: 5,194 shares 5,194 $213K 0.03% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,234 shares; 2025Q2: not reported; 2025Q3: 11,956 shares; 2025Q4: 6,101 shares; 2026Q1: not reported; 2026Q2: 3,754 shares 3,754 $211K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 2,560 shares; 2025Q3: 2,775 shares; 2025Q4: 2,774 shares; 2026Q1: 2,351 shares; 2026Q2: 1,779 shares 1,779 $209K 0.03% -572 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: 1,630 shares; 2026Q1: 2,199 shares; 2026Q2: 2,178 shares 2,178 $209K 0.03% -21 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 6,150 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,090 shares 7,090 $208K 0.03% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,381 shares; 2025Q2: not reported; 2025Q3: 13,757 shares; 2025Q4: 6,915 shares; 2026Q1: not reported; 2026Q2: 4,322 shares 4,322 $207K 0.03% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,425 shares; 2025Q1: 11,514 shares; 2025Q2: 11,562 shares; 2025Q3: 13,001 shares; 2025Q4: 13,588 shares; 2026Q1: 16,288 shares; 2026Q2: 9,342 shares 9,342 $207K 0.03% -6,946 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,224 shares 5,224 $207K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,923 shares 5,923 $206K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 462 shares 462 $206K 0.03% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 278 shares; 2026Q2: 258 shares 258 $205K 0.03% -20 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,984 shares 3,984 $205K 0.03% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 174,471 shares; 2026Q1: 100,642 shares; 2026Q2: 14,884 shares 14,884 $194K 0.03% -85,758 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,344 shares; 2024Q4: 25,710 shares; 2025Q1: 19,614 shares; 2025Q2: 20,039 shares; 2025Q3: 18,363 shares; 2025Q4: 10,686 shares; 2026Q1: 11,069 shares; 2026Q2: 11,442 shares 11,442 $182K 0.03% +373 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $162K 0.02% 0 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,970 shares 14,970 $135K 0.02% new Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,662 shares; 2025Q3: not reported; 2025Q4: 11,121 shares; 2026Q1: 13,521 shares; 2026Q2: 13,806 shares 13,806 $130K 0.02% +285 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 10,500 shares; 2026Q2: 14,000 shares 14,000 $87.1K 0.01% +3,500 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,271 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,938 shares; 2025Q3: 11,317 shares; 2025Q4: 13,501 shares; 2026Q1: 20,574 shares; 2026Q2: 10,100 shares 10,100 $75.5K 0.01% -10,474 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS 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: 13,000 shares 13,000 $74.5K 0.01% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 25,500 shares; 2026Q2: 26,500 shares 26,500 $38.2K 0.01% +1,000 Timeline