IYM 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: 112,984 shares 112,984 $20.3M 6.14% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,610 shares; 2025Q4: 70,023 shares; 2026Q1: not reported; 2026Q2: 65,684 shares 65,684 $16.6M 5.01% new Timeline IYZ 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: 579,855 shares; 2025Q1: not reported; 2025Q2: 463,019 shares; 2025Q3: 428,589 shares; 2025Q4: 418,208 shares; 2026Q1: not reported; 2026Q2: 342,521 shares 342,521 $14.5M 4.38% new Timeline IYE 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: 239,220 shares 239,220 $13.5M 4.1% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,688 shares; 2025Q3: 44,422 shares; 2025Q4: 39,506 shares; 2026Q1: 29,417 shares; 2026Q2: 29,136 shares 29,136 $12.6M 3.82% -281 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 2,774 shares; 2025Q4: 2,594 shares; 2026Q1: 2,430 shares; 2026Q2: 36,714 shares 36,714 $11.1M 3.35% +34,284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 13,552 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,729 shares 15,729 $9.14M 2.76% new 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: 18,890 shares; 2024Q4: 19,136 shares; 2025Q1: 18,152 shares; 2025Q2: 18,161 shares; 2025Q3: 23,810 shares; 2025Q4: 24,115 shares; 2026Q1: 21,829 shares; 2026Q2: 23,353 shares 23,353 $8.35M 2.52% +1,524 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: 27,877 shares; 2024Q4: 21,415 shares; 2025Q1: 3,594 shares; 2025Q2: 14,991 shares; 2025Q3: 17,933 shares; 2025Q4: 16,615 shares; 2026Q1: 13,566 shares; 2026Q2: 39,200 shares 39,200 $7.84M 2.37% +25,634 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: not reported; 2024Q4: 3,401 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,027 shares; 2026Q1: 12,038 shares; 2026Q2: 23,748 shares 23,748 $7.14M 2.16% +11,710 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,837 shares 59,837 $7.03M 2.13% new 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: 6,938 shares; 2025Q1: 114,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,182 shares; 2026Q2: 51,363 shares 51,363 $7.02M 2.12% +26,181 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,245 shares; 2025Q3: 144,483 shares; 2025Q4: 120,594 shares; 2026Q1: 53,393 shares; 2026Q2: 102,543 shares 102,543 $7.01M 2.12% +49,150 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: 22,615 shares; 2024Q4: 22,750 shares; 2025Q1: 22,486 shares; 2025Q2: 22,338 shares; 2025Q3: 23,402 shares; 2025Q4: 22,355 shares; 2026Q1: 23,140 shares; 2026Q2: 23,567 shares 23,567 $6.82M 2.06% +427 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: not reported; 2025Q4: not reported; 2026Q1: 19,734 shares; 2026Q2: 18,316 shares 18,316 $6.49M 1.96% -1,418 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,506 shares 15,506 $5.29M 1.6% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,498 shares; 2026Q2: 6,494 shares 6,494 $4.7M 1.42% -1,004 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: 7,542 shares; 2024Q4: 7,559 shares; 2025Q1: 7,376 shares; 2025Q2: 7,159 shares; 2025Q3: 7,817 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,499 shares 13,499 $4.63M 1.4% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,220 shares 12,220 $4.57M 1.38% new 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: not reported; 2024Q4: 5,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares; 2026Q2: 4,280 shares 4,280 $4.56M 1.38% +1,675 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: 4,437 shares; 2026Q2: 2,000 shares 2,000 $4.55M 1.38% -2,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,384 shares; 2025Q3: not reported; 2025Q4: 6,657 shares; 2026Q1: not reported; 2026Q2: 3,854 shares 3,854 $4.45M 1.35% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,208 shares 40,208 $4.11M 1.24% new 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: 4,707 shares; 2024Q4: 4,564 shares; 2025Q1: 4,511 shares; 2025Q2: 4,305 shares; 2025Q3: 4,416 shares; 2025Q4: 4,137 shares; 2026Q1: 4,001 shares; 2026Q2: 4,024 shares 4,024 $4.07M 1.23% +23 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,705 shares; 2024Q4: 18,302 shares; 2025Q1: 16,959 shares; 2025Q2: 16,374 shares; 2025Q3: 17,006 shares; 2025Q4: 15,317 shares; 2026Q1: 15,952 shares; 2026Q2: 17,062 shares 17,062 $4.07M 1.23% +1,110 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,261 shares; 2025Q1: 9,064 shares; 2025Q2: 9,587 shares; 2025Q3: 10,655 shares; 2025Q4: 10,763 shares; 2026Q1: 10,468 shares; 2026Q2: 10,511 shares 10,511 $4.05M 1.23% +43 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,263 shares; 2025Q4: 15,463 shares; 2026Q1: 14,180 shares; 2026Q2: 6,272 shares 6,272 $4.01M 1.21% -7,908 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,089 shares; 2025Q3: 5,108 shares; 2025Q4: 6,245 shares; 2026Q1: 6,444 shares; 2026Q2: 10,764 shares 10,764 $3.99M 1.21% +4,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,469 shares 48,469 $3.94M 1.19% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,149 shares 18,149 $3.93M 1.19% new 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: 22,987 shares; 2026Q1: not reported; 2026Q2: 11,677 shares 11,677 $3.48M 1.05% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,011 shares 7,011 $3.44M 1.04% new 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: 56,084 shares; 2024Q4: 38,239 shares; 2025Q1: 38,472 shares; 2025Q2: 40,071 shares; 2025Q3: 29,197 shares; 2025Q4: 28,038 shares; 2026Q1: 28,300 shares; 2026Q2: 30,367 shares 30,367 $3.35M 1.01% +2,067 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,207 shares; 2024Q4: 118,025 shares; 2025Q1: 114,061 shares; 2025Q2: 120,424 shares; 2025Q3: 121,521 shares; 2025Q4: 118,852 shares; 2026Q1: 119,573 shares; 2026Q2: 123,227 shares 123,227 $3.16M 0.96% +3,654 Timeline AMLP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,695 shares 58,695 $3.04M 0.92% new 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: not reported; 2025Q3: 10,363 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,677 shares 20,677 $3.03M 0.92% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,565 shares 19,565 $2.96M 0.9% new 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: 81,130 shares; 2024Q4: 79,586 shares; 2025Q1: 75,267 shares; 2025Q2: 77,994 shares; 2025Q3: 75,756 shares; 2025Q4: 71,627 shares; 2026Q1: 70,498 shares; 2026Q2: 73,671 shares 73,671 $2.93M 0.89% +3,173 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares; 2026Q2: 1,474 shares 1,474 $2.93M 0.89% +455 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,638 shares; 2024Q4: 92,212 shares; 2025Q1: 95,401 shares; 2025Q2: 102,541 shares; 2025Q3: 104,558 shares; 2025Q4: 100,056 shares; 2026Q1: 130,295 shares; 2026Q2: 140,367 shares 140,367 $2.92M 0.88% +10,072 Timeline FLRT 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: 66,569 shares; 2024Q4: 68,540 shares; 2025Q1: 65,363 shares; 2025Q2: 36,585 shares; 2025Q3: 16,660 shares; 2025Q4: 16,271 shares; 2026Q1: 16,400 shares; 2026Q2: 53,082 shares 53,082 $2.48M 0.75% +36,682 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,323 shares; 2025Q1: 2,621 shares; 2025Q2: 3,777 shares; 2025Q3: 4,204 shares; 2025Q4: 4,844 shares; 2026Q1: 4,818 shares; 2026Q2: 27,420 shares 27,420 $2.36M 0.71% +22,602 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: not reported; 2024Q4: 3,188 shares; 2025Q1: 6,487 shares; 2025Q2: 8,684 shares; 2025Q3: 9,923 shares; 2025Q4: 11,096 shares; 2026Q1: 11,249 shares; 2026Q2: 10,646 shares 10,646 $2.32M 0.7% -603 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: 22,974 shares; 2024Q4: 22,663 shares; 2025Q1: 21,151 shares; 2025Q2: 22,791 shares; 2025Q3: 22,646 shares; 2025Q4: 41,881 shares; 2026Q1: 39,521 shares; 2026Q2: 40,132 shares 40,132 $2.13M 0.64% +611 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 9,232 shares 9,232 $2.07M 0.63% new Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,782 shares 76,782 $2.05M 0.62% new Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,515 shares; 2024Q4: 46,173 shares; 2025Q1: 42,219 shares; 2025Q2: 41,412 shares; 2025Q3: 39,121 shares; 2025Q4: 39,824 shares; 2026Q1: 37,691 shares; 2026Q2: 34,810 shares 34,810 $2.05M 0.62% -2,881 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,429 shares; 2024Q4: 14,774 shares; 2025Q1: 14,085 shares; 2025Q2: 40,830 shares; 2025Q3: 19,191 shares; 2025Q4: 18,691 shares; 2026Q1: 41,061 shares; 2026Q2: 23,513 shares 23,513 $2.03M 0.61% -17,548 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,117 shares 9,117 $2.02M 0.61% new Timeline LJAN 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: 72,103 shares; 2025Q2: 76,113 shares; 2025Q3: 76,175 shares; 2025Q4: 74,096 shares; 2026Q1: 74,307 shares; 2026Q2: 79,650 shares 79,650 $1.96M 0.59% +5,343 Timeline VUSB 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: 28,325 shares; 2024Q4: 30,392 shares; 2025Q1: 32,428 shares; 2025Q2: 35,565 shares; 2025Q3: 37,370 shares; 2025Q4: 35,695 shares; 2026Q1: 35,866 shares; 2026Q2: 38,726 shares 38,726 $1.93M 0.58% +2,860 Timeline GDXJ 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: 21,357 shares; 2025Q4: 19,753 shares; 2026Q1: 18,715 shares; 2026Q2: 19,364 shares 19,364 $1.9M 0.58% +649 Timeline MBSX ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,566 shares; 2025Q3: 66,900 shares; 2025Q4: 64,504 shares; 2026Q1: 66,876 shares; 2026Q2: 69,519 shares 69,519 $1.9M 0.57% +2,643 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 7,254 shares 7,254 $1.89M 0.57% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,524 shares 111,524 $1.77M 0.54% new Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,759 shares; 2025Q1: 30,816 shares; 2025Q2: 32,098 shares; 2025Q3: 31,812 shares; 2025Q4: 30,879 shares; 2026Q1: 30,903 shares; 2026Q2: 33,042 shares 33,042 $1.65M 0.5% +2,139 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL 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: not reported; 2025Q4: not reported; 2026Q1: 18,268 shares; 2026Q2: 33,848 shares 33,848 $1.64M 0.5% +15,580 Timeline AVLV 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: 18,613 shares; 2025Q2: 19,434 shares; 2025Q3: 18,922 shares; 2025Q4: 17,839 shares; 2026Q1: 17,256 shares; 2026Q2: 17,599 shares 17,599 $1.61M 0.49% +343 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,839 shares; 2024Q4: 61,123 shares; 2025Q1: 57,451 shares; 2025Q2: 31,516 shares; 2025Q3: 31,271 shares; 2025Q4: 29,047 shares; 2026Q1: 28,638 shares; 2026Q2: 30,657 shares 30,657 $1.56M 0.47% +2,019 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 23,691 shares; 2026Q2: 16,280 shares 16,280 $1.54M 0.47% -7,411 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,092 shares; 2024Q4: 72,865 shares; 2025Q1: 68,497 shares; 2025Q2: 28,928 shares; 2025Q3: 28,586 shares; 2025Q4: 27,544 shares; 2026Q1: 27,578 shares; 2026Q2: 29,485 shares 29,485 $1.47M 0.44% +1,907 Timeline PTLC 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: 31,583 shares; 2024Q4: 32,651 shares; 2025Q1: 23,168 shares; 2025Q2: 24,905 shares; 2025Q3: 24,810 shares; 2025Q4: 23,659 shares; 2026Q1: 23,532 shares; 2026Q2: 24,961 shares 24,961 $1.45M 0.44% +1,429 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,740 shares; 2025Q1: 56,947 shares; 2025Q2: 59,764 shares; 2025Q3: 56,960 shares; 2025Q4: 52,644 shares; 2026Q1: 51,707 shares; 2026Q2: 54,228 shares 54,228 $1.45M 0.44% +2,521 Timeline SCLZ NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,810 shares; 2025Q1: 22,612 shares; 2025Q2: 23,894 shares; 2025Q3: 23,825 shares; 2025Q4: 23,034 shares; 2026Q1: 23,035 shares; 2026Q2: 24,484 shares 24,484 $1.37M 0.42% +1,449 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,118 shares; 2024Q4: 26,559 shares; 2025Q1: 25,064 shares; 2025Q2: 26,325 shares; 2025Q3: 26,366 shares; 2025Q4: 25,676 shares; 2026Q1: 25,797 shares; 2026Q2: 27,591 shares 27,591 $1.37M 0.41% +1,794 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,377 shares; 2025Q4: 27,926 shares; 2026Q1: 28,071 shares; 2026Q2: 29,868 shares 29,868 $1.34M 0.41% +1,797 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,983 shares; 2025Q1: 70,467 shares; 2025Q2: 42,385 shares; 2025Q3: 42,766 shares; 2025Q4: 42,639 shares; 2026Q1: not reported; 2026Q2: 38,181 shares 38,181 $1.33M 0.4% new Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,542 shares; 2025Q3: 65,053 shares; 2025Q4: 63,679 shares; 2026Q1: 64,286 shares; 2026Q2: 69,108 shares 69,108 $1.27M 0.39% +4,822 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,072 shares; 2025Q2: 8,832 shares; 2025Q3: 101,826 shares; 2025Q4: 86,796 shares; 2026Q1: 80,503 shares; 2026Q2: 29,792 shares 29,792 $1.15M 0.35% -50,711 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: 7,913 shares; 2024Q4: 8,280 shares; 2025Q1: 8,172 shares; 2025Q2: 7,855 shares; 2025Q3: 8,480 shares; 2025Q4: 8,192 shares; 2026Q1: 9,730 shares; 2026Q2: 2,911 shares 2,911 $1.09M 0.33% -6,819 Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,943 shares; 2024Q4: 81,480 shares; 2025Q1: 77,560 shares; 2025Q2: 83,550 shares; 2025Q3: 86,426 shares; 2025Q4: 85,661 shares; 2026Q1: 86,101 shares; 2026Q2: 92,749 shares 92,749 $1.07M 0.32% +6,648 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: 1,997 shares; 2024Q4: 4,165 shares; 2025Q1: 5,122 shares; 2025Q2: 6,993 shares; 2025Q3: 7,807 shares; 2025Q4: 7,543 shares; 2026Q1: 7,682 shares; 2026Q2: 7,198 shares 7,198 $1.07M 0.32% -484 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: 3,230 shares; 2024Q4: 6,177 shares; 2025Q1: 9,602 shares; 2025Q2: 12,466 shares; 2025Q3: 13,987 shares; 2025Q4: 13,531 shares; 2026Q1: 13,968 shares; 2026Q2: 13,242 shares 13,242 $1.02M 0.31% -726 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: 4,921 shares; 2024Q4: 5,035 shares; 2025Q1: 5,389 shares; 2025Q2: 5,667 shares; 2025Q3: 5,539 shares; 2025Q4: 5,071 shares; 2026Q1: 6,094 shares; 2026Q2: 5,237 shares 5,237 $994K 0.3% -857 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: not reported; 2024Q4: not reported; 2025Q1: 20,421 shares; 2025Q2: 21,053 shares; 2025Q3: 20,717 shares; 2025Q4: 19,951 shares; 2026Q1: 19,864 shares; 2026Q2: 21,185 shares 21,185 $993K 0.3% +1,321 Timeline GPZ 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: 75,928 shares; 2025Q4: 75,991 shares; 2026Q1: 41,080 shares; 2026Q2: 43,882 shares 43,882 $941K 0.28% +2,802 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,736 shares; 2024Q4: 5,695 shares; 2025Q1: 6,794 shares; 2025Q2: 7,843 shares; 2025Q3: 8,061 shares; 2025Q4: 7,365 shares; 2026Q1: 7,336 shares; 2026Q2: 7,993 shares 7,993 $939K 0.28% +657 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: 7,232 shares; 2025Q2: 7,560 shares; 2025Q3: 7,342 shares; 2025Q4: 6,582 shares; 2026Q1: 7,368 shares; 2026Q2: 7,481 shares 7,481 $933K 0.28% +113 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: 3,817 shares; 2025Q1: 6,617 shares; 2025Q2: 7,331 shares; 2025Q3: 8,274 shares; 2025Q4: 8,243 shares; 2026Q1: 8,340 shares; 2026Q2: 8,212 shares 8,212 $884K 0.27% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,017 shares; 2025Q4: 12,973 shares; 2026Q1: 3,078 shares; 2026Q2: 3,074 shares 3,074 $864K 0.26% -4 Timeline AVDV 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: 9,222 shares; 2025Q2: 9,340 shares; 2025Q3: 8,737 shares; 2025Q4: 7,919 shares; 2026Q1: 7,541 shares; 2026Q2: 7,673 shares 7,673 $791K 0.24% +132 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $769K 0.23% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,892 shares; 2024Q4: 14,622 shares; 2025Q1: 13,166 shares; 2025Q2: 13,999 shares; 2025Q3: 13,901 shares; 2025Q4: 13,442 shares; 2026Q1: 13,413 shares; 2026Q2: 14,292 shares 14,292 $759K 0.23% +879 Timeline AVDE 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: 9,484 shares; 2025Q2: 9,677 shares; 2025Q3: 9,263 shares; 2025Q4: 8,548 shares; 2026Q1: 8,249 shares; 2026Q2: 8,499 shares 8,499 $758K 0.23% +250 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,607 shares; 2024Q4: 17,952 shares; 2025Q1: 16,780 shares; 2025Q2: 18,126 shares; 2025Q3: 18,357 shares; 2025Q4: 18,499 shares; 2026Q1: 17,899 shares; 2026Q2: 17,825 shares 17,825 $739K 0.22% -74 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: not reported; 2024Q4: not reported; 2025Q1: 6,721 shares; 2025Q2: 7,701 shares; 2025Q3: 8,148 shares; 2025Q4: 7,849 shares; 2026Q1: 7,813 shares; 2026Q2: 8,253 shares 8,253 $732K 0.22% +440 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,520 shares; 2024Q4: 9,160 shares; 2025Q1: 8,321 shares; 2025Q2: 9,599 shares; 2025Q3: 10,420 shares; 2025Q4: 10,283 shares; 2026Q1: 9,851 shares; 2026Q2: 9,617 shares 9,617 $668K 0.2% -234 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,581 shares; 2024Q4: 5,733 shares; 2025Q1: 5,607 shares; 2025Q2: 5,945 shares; 2025Q3: 6,078 shares; 2025Q4: 5,912 shares; 2026Q1: 5,929 shares; 2026Q2: 6,331 shares 6,331 $635K 0.19% +402 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,635 shares; 2025Q4: 35,252 shares; 2026Q1: 32,804 shares; 2026Q2: 8,169 shares 8,169 $616K 0.19% -24,635 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: 15,857 shares; 2024Q4: 8,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,441 shares; 2025Q4: 2,999 shares; 2026Q1: not reported; 2026Q2: 1,428 shares 1,428 $601K 0.18% new Timeline SCCR 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: 48,798 shares; 2025Q3: 48,587 shares; 2025Q4: 47,437 shares; 2026Q1: 47,485 shares; 2026Q2: 18,580 shares 18,580 $475K 0.14% -28,905 Timeline PSK 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: 13,456 shares; 2025Q4: 13,294 shares; 2026Q1: 13,621 shares; 2026Q2: 14,704 shares 14,704 $449K 0.14% +1,083 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,264 shares; 2024Q4: 17,924 shares; 2025Q1: 16,481 shares; 2025Q2: 21,969 shares; 2025Q3: 23,801 shares; 2025Q4: 16,650 shares; 2026Q1: 12,791 shares; 2026Q2: 1,136 shares 1,136 $429K 0.13% -11,655 Timeline PFFR ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,918 shares; 2025Q4: 20,740 shares; 2026Q1: 21,934 shares; 2026Q2: 24,141 shares 24,141 $420K 0.13% +2,207 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,415 shares; 2024Q4: 7,657 shares; 2025Q1: 6,926 shares; 2025Q2: 7,350 shares; 2025Q3: 7,293 shares; 2025Q4: 6,968 shares; 2026Q1: 6,978 shares; 2026Q2: 7,361 shares 7,361 $418K 0.13% +383 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: 5,405 shares; 2025Q3: 6,809 shares; 2025Q4: 7,800 shares; 2026Q1: 7,980 shares; 2026Q2: 8,765 shares 8,765 $395K 0.12% +785 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: 11,744 shares; 2024Q4: 11,508 shares; 2025Q1: 11,060 shares; 2025Q2: 10,770 shares; 2025Q3: 11,166 shares; 2025Q4: 10,586 shares; 2026Q1: 2,229 shares; 2026Q2: 1,179 shares 1,179 $386K 0.12% -1,050 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: 339 shares; 2024Q4: 279 shares; 2025Q1: 249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,425 shares; 2026Q1: 407 shares; 2026Q2: 317 shares 317 $380K 0.12% -90 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,687 shares; 2025Q2: 11,895 shares; 2025Q3: 13,418 shares; 2025Q4: 13,440 shares; 2026Q1: 13,598 shares; 2026Q2: 13,475 shares 13,475 $343K 0.1% -123 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,068 shares; 2025Q2: 13,391 shares; 2025Q3: 15,088 shares; 2025Q4: 15,124 shares; 2026Q1: 15,300 shares; 2026Q2: 15,162 shares 15,162 $340K 0.1% -138 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $339K 0.1% new 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: 1,289 shares; 2024Q4: 1,277 shares; 2025Q1: 1,342 shares; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,120 shares; 2026Q1: 2,547 shares; 2026Q2: 2,297 shares 2,297 $337K 0.1% -250 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: 8,251 shares; 2024Q4: 8,868 shares; 2025Q1: 1,916 shares; 2025Q2: 2,568 shares; 2025Q3: 2,837 shares; 2025Q4: 2,362 shares; 2026Q1: 2,594 shares; 2026Q2: 2,917 shares 2,917 $318K 0.1% +323 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: not reported; 2025Q1: 4,128 shares; 2025Q2: 5,498 shares; 2025Q3: 6,365 shares; 2025Q4: 5,298 shares; 2026Q1: 5,314 shares; 2026Q2: 6,032 shares 6,032 $301K 0.09% +718 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: 18,732 shares; 2024Q4: 10,299 shares; 2025Q1: 11,838 shares; 2025Q2: 12,751 shares; 2025Q3: 13,099 shares; 2025Q4: 12,306 shares; 2026Q1: 12,261 shares; 2026Q2: 3,130 shares 3,130 $296K 0.09% -9,131 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: 28,613 shares; 2024Q4: 30,713 shares; 2025Q1: 6,644 shares; 2025Q2: 9,052 shares; 2025Q3: 9,887 shares; 2025Q4: 8,420 shares; 2026Q1: 8,462 shares; 2026Q2: 9,629 shares 9,629 $294K 0.09% +1,167 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 904 shares; 2026Q2: 823 shares 823 $291K 0.09% -81 Timeline PGX 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: 17,995 shares; 2025Q2: 24,560 shares; 2025Q3: 26,915 shares; 2025Q4: 23,097 shares; 2026Q1: 24,791 shares; 2026Q2: 26,611 shares 26,611 $288K 0.09% +1,820 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $287K 0.09% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,986 shares; 2026Q2: 2,038 shares 2,038 $279K 0.08% -948 Timeline VONG 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: not reported; 2026Q2: 2,177 shares 2,177 $278K 0.08% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 139 shares 139 $275K 0.08% new 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: 621 shares; 2024Q4: 668 shares; 2025Q1: 633 shares; 2025Q2: 568 shares; 2025Q3: 606 shares; 2025Q4: not reported; 2026Q1: 836 shares; 2026Q2: 751 shares 751 $265K 0.08% -85 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares; 2026Q2: 548 shares 548 $262K 0.08% -188 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE 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: 3,152 shares; 2026Q2: 2,852 shares 2,852 $261K 0.08% -300 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,273 shares; 2024Q4: 26,325 shares; 2025Q1: 28,038 shares; 2025Q2: 30,706 shares; 2025Q3: 31,302 shares; 2025Q4: 29,552 shares; 2026Q1: 29,665 shares; 2026Q2: 5,489 shares 5,489 $258K 0.08% -24,176 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 12,000 shares 12,000 $257K 0.08% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 490 shares 490 $237K 0.07% new Timeline AFL AFLAC INC More: the full row for AFLAC 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: 2,217 shares; 2025Q4: 2,217 shares; 2026Q1: 2,099 shares; 2026Q2: 2,014 shares 2,014 $236K 0.07% -85 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: 3,040 shares; 2024Q4: 2,965 shares; 2025Q1: 2,827 shares; 2025Q2: 2,711 shares; 2025Q3: 2,917 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 236 shares 236 $221K 0.07% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 295 shares 295 $217K 0.07% new 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: 4,605 shares; 2024Q4: 4,478 shares; 2025Q1: 4,215 shares; 2025Q2: 4,011 shares; 2025Q3: 4,353 shares; 2025Q4: 4,293 shares; 2026Q1: 4,449 shares; 2026Q2: 381 shares 381 $215K 0.06% -4,068 Timeline