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: 122,330 shares; 2024Q4: 122,822 shares; 2025Q1: 123,053 shares; 2025Q2: 119,319 shares; 2025Q3: 119,804 shares; 2025Q4: 118,682 shares; 2026Q1: 118,468 shares; 2026Q2: 119,607 shares 119,607 $89.3M 9.01% +1,139 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,054 shares; 2024Q4: 150,581 shares; 2025Q1: 147,603 shares; 2025Q2: 147,458 shares; 2025Q3: 146,073 shares; 2025Q4: 42,891 shares; 2026Q1: 141,645 shares; 2026Q2: 564,947 shares 564,947 $70.1M 7.08% +423,302 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: 154,366 shares; 2024Q4: 157,616 shares; 2025Q1: 161,627 shares; 2025Q2: 165,038 shares; 2025Q3: 165,220 shares; 2025Q4: 168,053 shares; 2026Q1: 168,631 shares; 2026Q2: 165,290 shares 165,290 $36.3M 3.66% -3,341 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,444 shares; 2024Q4: 83,535 shares; 2025Q1: 83,647 shares; 2025Q2: 81,834 shares; 2025Q3: 104,488 shares; 2025Q4: 90,206 shares; 2026Q1: 93,753 shares; 2026Q2: 95,918 shares 95,918 $35.5M 3.58% +2,165 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: 159,351 shares; 2024Q4: 157,409 shares; 2025Q1: 155,072 shares; 2025Q2: 150,712 shares; 2025Q3: 149,949 shares; 2025Q4: 145,080 shares; 2026Q1: 141,847 shares; 2026Q2: 140,046 shares 140,046 $33.1M 3.34% -1,801 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,662 shares; 2024Q4: 130,961 shares; 2025Q1: 128,454 shares; 2025Q2: 126,597 shares; 2025Q3: 128,245 shares; 2025Q4: 126,242 shares; 2026Q1: 126,075 shares; 2026Q2: 129,178 shares 129,178 $31.3M 3.16% +3,103 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,395 shares; 2024Q4: 30,102 shares; 2025Q1: 31,314 shares; 2025Q2: 32,059 shares; 2025Q3: 32,556 shares; 2025Q4: 33,180 shares; 2026Q1: 35,003 shares; 2026Q2: 35,848 shares 35,848 $26.4M 2.66% +845 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: 92,351 shares; 2024Q4: 96,478 shares; 2025Q1: 107,089 shares; 2025Q2: 112,525 shares; 2025Q3: 114,405 shares; 2025Q4: 118,726 shares; 2026Q1: 121,041 shares; 2026Q2: 123,013 shares 123,013 $26.2M 2.64% +1,972 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: 232,867 shares; 2024Q4: 233,418 shares; 2025Q1: 224,967 shares; 2025Q2: 215,979 shares; 2025Q3: 215,172 shares; 2025Q4: 212,003 shares; 2026Q1: 212,590 shares; 2026Q2: 209,294 shares 209,294 $24.6M 2.48% -3,296 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: 272,044 shares; 2024Q4: 275,295 shares; 2025Q1: 284,589 shares; 2025Q2: 291,354 shares; 2025Q3: 303,723 shares; 2025Q4: 305,399 shares; 2026Q1: 309,322 shares; 2026Q2: 317,525 shares 317,525 $24.1M 2.43% +8,203 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,652 shares; 2024Q4: 150,512 shares; 2025Q1: 145,941 shares; 2025Q2: 146,498 shares; 2025Q3: 146,482 shares; 2025Q4: 145,641 shares; 2026Q1: 145,591 shares; 2026Q2: 145,540 shares 145,540 $22.1M 2.23% -51 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: 152,185 shares; 2024Q4: 154,450 shares; 2025Q1: 155,130 shares; 2025Q2: 154,835 shares; 2025Q3: 156,068 shares; 2025Q4: 155,942 shares; 2026Q1: 156,640 shares; 2026Q2: 158,795 shares 158,795 $21.8M 2.2% +2,155 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: 255,527 shares; 2024Q4: 253,074 shares; 2025Q1: 248,400 shares; 2025Q2: 248,410 shares; 2025Q3: 246,179 shares; 2025Q4: 242,057 shares; 2026Q1: 233,687 shares; 2026Q2: 224,182 shares 224,182 $21.6M 2.18% -9,505 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,380 shares; 2024Q4: 123,163 shares; 2025Q1: 120,367 shares; 2025Q2: 113,178 shares; 2025Q3: 113,040 shares; 2025Q4: 112,512 shares; 2026Q1: 110,627 shares; 2026Q2: 110,998 shares 110,998 $16.4M 1.65% +371 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,198 shares; 2024Q4: 49,387 shares; 2025Q1: 48,947 shares; 2025Q2: 49,061 shares; 2025Q3: 49,605 shares; 2025Q4: 44,428 shares; 2026Q1: 44,747 shares; 2026Q2: 46,353 shares 46,353 $15.9M 1.61% +1,606 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: 31,144 shares; 2024Q4: 31,161 shares; 2025Q1: 30,278 shares; 2025Q2: 30,200 shares; 2025Q3: 30,291 shares; 2025Q4: 28,761 shares; 2026Q1: 28,353 shares; 2026Q2: 170,265 shares 170,265 $14.7M 1.48% +141,912 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,681 shares; 2024Q4: 96,585 shares; 2025Q1: 96,012 shares; 2025Q2: 94,655 shares; 2025Q3: 94,993 shares; 2025Q4: 93,596 shares; 2026Q1: 93,406 shares; 2026Q2: 94,714 shares 94,714 $13.4M 1.36% +1,308 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,791 shares; 2024Q4: 72,412 shares; 2025Q1: 69,817 shares; 2025Q2: 69,288 shares; 2025Q3: 68,886 shares; 2025Q4: 68,488 shares; 2026Q1: 68,159 shares; 2026Q2: 67,084 shares 67,084 $12M 1.21% -1,075 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: 90,251 shares; 2024Q4: 86,772 shares; 2025Q1: 90,867 shares; 2025Q2: 99,776 shares; 2025Q3: 178,730 shares; 2025Q4: 107,504 shares; 2026Q1: 120,215 shares; 2026Q2: 126,450 shares 126,450 $11.6M 1.17% +6,235 Timeline SPLV 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: 194,436 shares; 2024Q4: 190,932 shares; 2025Q1: 188,388 shares; 2025Q2: 193,776 shares; 2025Q3: 184,895 shares; 2025Q4: 172,686 shares; 2026Q1: 156,789 shares; 2026Q2: 150,472 shares 150,472 $11.3M 1.14% -6,317 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: 39,704 shares; 2024Q4: 39,837 shares; 2025Q1: 40,528 shares; 2025Q2: 36,619 shares; 2025Q3: 39,381 shares; 2025Q4: 37,088 shares; 2026Q1: 36,815 shares; 2026Q2: 36,703 shares 36,703 $10.6M 1.07% -112 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: 38,640 shares; 2024Q4: 39,640 shares; 2025Q1: 39,969 shares; 2025Q2: 39,634 shares; 2025Q3: 42,200 shares; 2025Q4: 45,653 shares; 2026Q1: 65,912 shares; 2026Q2: 90,812 shares 90,812 $10.4M 1.05% +24,900 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,456 shares; 2026Q2: 309,856 shares 309,856 $10.3M 1.04% +96,400 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: 39,454 shares; 2024Q4: 40,300 shares; 2025Q1: 41,283 shares; 2025Q2: 41,459 shares; 2025Q3: 42,307 shares; 2025Q4: 7,069 shares; 2026Q1: 43,998 shares; 2026Q2: 44,203 shares 44,203 $10M 1.01% +205 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: 76,508 shares; 2024Q4: 75,816 shares; 2025Q1: 73,160 shares; 2025Q2: 72,086 shares; 2025Q3: 72,072 shares; 2025Q4: 71,484 shares; 2026Q1: 71,342 shares; 2026Q2: 71,773 shares 71,773 $9.81M 0.99% +431 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: 26,562 shares; 2024Q4: 26,611 shares; 2025Q1: 26,208 shares; 2025Q2: 25,384 shares; 2025Q3: 25,341 shares; 2025Q4: 25,217 shares; 2026Q1: 25,219 shares; 2026Q2: 25,041 shares 25,041 $9.16M 0.92% -178 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: 31,403 shares; 2024Q4: 31,801 shares; 2025Q1: 31,305 shares; 2025Q2: 31,510 shares; 2025Q3: 30,555 shares; 2025Q4: 30,586 shares; 2026Q1: 30,729 shares; 2026Q2: 32,881 shares 32,881 $7.17M 0.72% +2,152 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,962 shares; 2024Q4: 51,842 shares; 2025Q1: 50,915 shares; 2025Q2: 50,415 shares; 2025Q3: 50,223 shares; 2025Q4: 50,106 shares; 2026Q1: 50,458 shares; 2026Q2: 50,488 shares 50,488 $6.9M 0.7% +30 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: 37,132 shares; 2024Q4: 36,925 shares; 2025Q1: 37,670 shares; 2025Q2: 39,218 shares; 2025Q3: 40,148 shares; 2025Q4: 39,254 shares; 2026Q1: 39,254 shares; 2026Q2: 39,211 shares 39,211 $6.44M 0.65% -43 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: 17,524 shares; 2024Q4: 17,681 shares; 2025Q1: 16,955 shares; 2025Q2: 17,573 shares; 2025Q3: 18,677 shares; 2025Q4: 17,688 shares; 2026Q1: 16,774 shares; 2026Q2: 16,579 shares 16,579 $6.18M 0.62% -195 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: 8,872 shares; 2024Q4: 8,980 shares; 2025Q1: 8,956 shares; 2025Q2: 8,879 shares; 2025Q3: 8,889 shares; 2025Q4: 9,045 shares; 2026Q1: 9,141 shares; 2026Q2: 17,412 shares 17,412 $6.15M 0.62% +8,271 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063,575 shares; 2024Q4: 835,337 shares; 2025Q1: 835,360 shares; 2025Q2: 835,343 shares; 2025Q3: 835,343 shares; 2025Q4: 26 shares; 2026Q1: 443,133 shares; 2026Q2: 203,718 shares 203,718 $6.15M 0.62% -239,415 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,440 shares; 2024Q4: 35,324 shares; 2025Q1: 34,669 shares; 2025Q2: 36,310 shares; 2025Q3: 36,935 shares; 2025Q4: 38,648 shares; 2026Q1: 42,070 shares; 2026Q2: 213,758 shares 213,758 $5.86M 0.59% +171,688 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: 48,239 shares; 2024Q4: 47,198 shares; 2025Q1: 44,771 shares; 2025Q2: 44,915 shares; 2025Q3: 47,260 shares; 2025Q4: 48,773 shares; 2026Q1: 52,595 shares; 2026Q2: 54,592 shares 54,592 $5.67M 0.57% +1,997 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: 121,597 shares; 2024Q4: 125,990 shares; 2025Q1: 126,383 shares; 2025Q2: 114,659 shares; 2025Q3: 111,908 shares; 2025Q4: 110,193 shares; 2026Q1: 107,788 shares; 2026Q2: 107,057 shares 107,057 $5.37M 0.54% -731 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: 17,225 shares; 2024Q4: 17,365 shares; 2025Q1: 18,821 shares; 2025Q2: 18,288 shares; 2025Q3: 32,180 shares; 2025Q4: 30,573 shares; 2026Q1: 26,332 shares; 2026Q2: 26,040 shares 26,040 $5.21M 0.53% -292 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,870 shares; 2024Q4: 55,886 shares; 2025Q1: 55,606 shares; 2025Q2: 55,152 shares; 2025Q3: 54,070 shares; 2025Q4: 53,591 shares; 2026Q1: 53,626 shares; 2026Q2: 53,470 shares 53,470 $4.9M 0.49% -156 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: 16,224 shares; 2024Q4: 20,482 shares; 2025Q1: 22,865 shares; 2025Q2: 23,610 shares; 2025Q3: 26,133 shares; 2025Q4: 25,614 shares; 2026Q1: 26,267 shares; 2026Q2: 27,678 shares 27,678 $4.89M 0.49% +1,411 Timeline SPHQ 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: 27,561 shares; 2024Q4: 28,164 shares; 2025Q1: 28,972 shares; 2025Q2: 28,829 shares; 2025Q3: 29,574 shares; 2025Q4: 42,599 shares; 2026Q1: 47,955 shares; 2026Q2: 52,980 shares 52,980 $4.77M 0.48% +5,025 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 149,532 shares; 2026Q1: 124,921 shares; 2026Q2: 86,461 shares 86,461 $4.6M 0.46% -38,460 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,606 shares; 2024Q4: 57,878 shares; 2025Q1: 57,878 shares; 2025Q2: 57,885 shares; 2025Q3: 56,373 shares; 2025Q4: 55,635 shares; 2026Q1: 56,346 shares; 2026Q2: 57,762 shares 57,762 $4.33M 0.44% +1,416 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,263 shares; 2024Q4: 68,842 shares; 2025Q1: 73,252 shares; 2025Q2: 73,072 shares; 2025Q3: 74,605 shares; 2025Q4: 76,836 shares; 2026Q1: 80,001 shares; 2026Q2: 79,884 shares 79,884 $4M 0.4% -117 Timeline PEY 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: 190,739 shares; 2024Q4: 188,385 shares; 2025Q1: 188,400 shares; 2025Q2: 182,322 shares; 2025Q3: 179,779 shares; 2025Q4: 178,936 shares; 2026Q1: 170,189 shares; 2026Q2: 169,227 shares 169,227 $3.92M 0.4% -962 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 164 shares; 2025Q3: 266 shares; 2025Q4: 249 shares; 2026Q1: 3,805 shares; 2026Q2: 3,958 shares 3,958 $3.87M 0.39% +153 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: 24,162 shares; 2024Q4: 23,685 shares; 2025Q1: 15,433 shares; 2025Q2: 15,202 shares; 2025Q3: 15,369 shares; 2025Q4: 15,697 shares; 2026Q1: 17,945 shares; 2026Q2: 20,172 shares 20,172 $3.74M 0.38% +2,227 Timeline VFQY 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: 20,758 shares; 2024Q4: 19,712 shares; 2025Q1: 20,341 shares; 2025Q2: 22,224 shares; 2025Q3: 22,251 shares; 2025Q4: 23,817 shares; 2026Q1: 22,054 shares; 2026Q2: 21,013 shares 21,013 $3.58M 0.36% -1,041 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: 8,014 shares; 2024Q4: 8,144 shares; 2025Q1: 8,679 shares; 2025Q2: 8,782 shares; 2025Q3: 9,086 shares; 2025Q4: 16,848 shares; 2026Q1: 16,663 shares; 2026Q2: 18,201 shares 18,201 $3.47M 0.35% +1,538 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: 2,323 shares; 2024Q4: 2,266 shares; 2025Q1: 2,270 shares; 2025Q2: 2,826 shares; 2025Q3: 2,778 shares; 2025Q4: 17,490 shares; 2026Q1: 4,512 shares; 2026Q2: 4,512 shares 4,512 $3.38M 0.34% 0 Timeline AIQ 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: 10,313 shares; 2024Q4: 17,773 shares; 2025Q1: 19,539 shares; 2025Q2: 20,467 shares; 2025Q3: 33,334 shares; 2025Q4: 582 shares; 2026Q1: 44,948 shares; 2026Q2: 51,381 shares 51,381 $3.37M 0.34% +6,433 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: 39,697 shares; 2024Q4: 40,575 shares; 2025Q1: 41,149 shares; 2025Q2: 39,174 shares; 2025Q3: 39,148 shares; 2025Q4: 38,889 shares; 2026Q1: 40,778 shares; 2026Q2: 42,828 shares 42,828 $3.3M 0.33% +2,050 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: 10,388 shares; 2024Q4: 10,418 shares; 2025Q1: 10,490 shares; 2025Q2: 10,539 shares; 2025Q3: 10,539 shares; 2025Q4: 10,173 shares; 2026Q1: 10,173 shares; 2026Q2: 10,026 shares 10,026 $3.28M 0.33% -147 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: 29,038 shares; 2024Q4: 28,688 shares; 2025Q1: 29,450 shares; 2025Q2: 30,880 shares; 2025Q3: 32,151 shares; 2025Q4: 32,674 shares; 2026Q1: 33,558 shares; 2026Q2: 33,683 shares 33,683 $3.25M 0.33% +125 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: 11,992 shares; 2024Q4: 12,273 shares; 2025Q1: 12,540 shares; 2025Q2: 12,223 shares; 2025Q3: 13,447 shares; 2025Q4: 13,447 shares; 2026Q1: 14,036 shares; 2026Q2: 13,629 shares 13,629 $3.25M 0.33% -407 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,795 shares; 2024Q4: 62,895 shares; 2025Q1: 59,628 shares; 2025Q2: 59,831 shares; 2025Q3: 61,246 shares; 2025Q4: 61,318 shares; 2026Q1: 69,976 shares; 2026Q2: 69,981 shares 69,981 $3.2M 0.32% +5 Timeline DTCR 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: 350 shares; 2024Q4: 2,115 shares; 2025Q1: 2,911 shares; 2025Q2: 4,611 shares; 2025Q3: 55,048 shares; 2025Q4: 74,981 shares; 2026Q1: 93,667 shares; 2026Q2: 105,060 shares 105,060 $3.19M 0.32% +11,393 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: 62,082 shares; 2024Q4: 61,357 shares; 2025Q1: 54,705 shares; 2025Q2: 28,948 shares; 2025Q3: 28,958 shares; 2025Q4: 57,265 shares; 2026Q1: 57,281 shares; 2026Q2: 57,924 shares 57,924 $3.08M 0.31% +643 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: 10,521 shares; 2024Q4: 10,249 shares; 2025Q1: 10,282 shares; 2025Q2: 10,303 shares; 2025Q3: 10,204 shares; 2025Q4: 10,124 shares; 2026Q1: 9,917 shares; 2026Q2: 9,921 shares 9,921 $3.04M 0.31% +4 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: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares; 2026Q2: 5,699 shares 5,699 $2.98M 0.3% 0 Timeline PAVE 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: 34,651 shares; 2024Q4: 35,883 shares; 2025Q1: 36,599 shares; 2025Q2: 35,404 shares; 2025Q3: 37,336 shares; 2025Q4: 38,061 shares; 2026Q1: 45,237 shares; 2026Q2: 49,972 shares 49,972 $2.94M 0.3% +4,735 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,355 shares; 2024Q4: 17,355 shares; 2025Q1: 17,355 shares; 2025Q2: 17,579 shares; 2025Q3: 17,884 shares; 2025Q4: 21,078 shares; 2026Q1: 24,219 shares; 2026Q2: 24,560 shares 24,560 $2.87M 0.29% +341 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: 49,215 shares; 2024Q4: 65,352 shares; 2025Q1: 60,502 shares; 2025Q2: 48,686 shares; 2025Q3: 53,377 shares; 2025Q4: 52,552 shares; 2026Q1: 53,609 shares; 2026Q2: 53,333 shares 53,333 $2.86M 0.29% -276 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,135 shares; 2024Q4: 37,021 shares; 2025Q1: 36,135 shares; 2025Q2: 33,817 shares; 2025Q3: 32,809 shares; 2025Q4: 29,718 shares; 2026Q1: 28,894 shares; 2026Q2: 27,572 shares 27,572 $2.78M 0.28% -1,322 Timeline MLPX 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: 1,056 shares; 2024Q4: 11,101 shares; 2025Q1: 18,921 shares; 2025Q2: 20,773 shares; 2025Q3: 32,091 shares; 2025Q4: 33,973 shares; 2026Q1: 33,882 shares; 2026Q2: 36,611 shares 36,611 $2.7M 0.27% +2,729 Timeline EQAL 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: 42,553 shares; 2024Q4: 41,957 shares; 2025Q1: 43,417 shares; 2025Q2: 45,537 shares; 2025Q3: 46,957 shares; 2025Q4: 48,534 shares; 2026Q1: 46,075 shares; 2026Q2: 43,916 shares 43,916 $2.6M 0.26% -2,159 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: 17,052 shares; 2024Q4: 17,160 shares; 2025Q1: 17,631 shares; 2025Q2: 17,194 shares; 2025Q3: 17,852 shares; 2025Q4: 16,467 shares; 2026Q1: 16,835 shares; 2026Q2: 17,161 shares 17,161 $2.54M 0.26% +326 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,316 shares; 2024Q4: 28,573 shares; 2025Q1: 32,154 shares; 2025Q2: 31,484 shares; 2025Q3: 32,563 shares; 2025Q4: 31,320 shares; 2026Q1: 33,147 shares; 2026Q2: 32,048 shares 32,048 $2.51M 0.25% -1,099 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: 6,783 shares; 2024Q4: 6,866 shares; 2025Q1: 7,105 shares; 2025Q2: 7,081 shares; 2025Q3: 7,102 shares; 2025Q4: 7,172 shares; 2026Q1: 7,186 shares; 2026Q2: 6,616 shares 6,616 $2.5M 0.25% -570 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: 3,578 shares; 2024Q4: 10,734 shares; 2025Q1: 10,734 shares; 2025Q2: 12,634 shares; 2025Q3: 16,815 shares; 2025Q4: 27,654 shares; 2026Q1: 50,819 shares; 2026Q2: 75,465 shares 75,465 $2.39M 0.24% +24,646 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: 32,497 shares; 2024Q4: 27,339 shares; 2025Q1: 26,404 shares; 2025Q2: 17,078 shares; 2025Q3: 16,893 shares; 2025Q4: 20,874 shares; 2026Q1: 20,283 shares; 2026Q2: 21,507 shares 21,507 $2.37M 0.24% +1,224 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: 3,526 shares; 2024Q4: 4,195 shares; 2025Q1: 6,866 shares; 2025Q2: 16,445 shares; 2025Q3: 38,906 shares; 2025Q4: 44,556 shares; 2026Q1: 57,854 shares; 2026Q2: 58,670 shares 58,670 $2.32M 0.23% +816 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: 24,340 shares; 2024Q4: 23,332 shares; 2025Q1: 22,367 shares; 2025Q2: 22,193 shares; 2025Q3: 23,327 shares; 2025Q4: 24,934 shares; 2026Q1: 28,379 shares; 2026Q2: 29,587 shares 29,587 $2.31M 0.23% +1,208 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: 3,560 shares; 2024Q4: 3,619 shares; 2025Q1: 3,653 shares; 2025Q2: 3,685 shares; 2025Q3: 3,674 shares; 2025Q4: 3,722 shares; 2026Q1: 3,842 shares; 2026Q2: 4,009 shares 4,009 $2.26M 0.23% +167 Timeline BIV 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: 21,185 shares; 2024Q4: 22,025 shares; 2025Q1: 25,053 shares; 2025Q2: 25,418 shares; 2025Q3: 26,249 shares; 2025Q4: 26,449 shares; 2026Q1: 29,490 shares; 2026Q2: 29,107 shares 29,107 $2.23M 0.23% -383 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,880 shares; 2026Q1: 30,479 shares; 2026Q2: 36,469 shares 36,469 $2.23M 0.23% +5,990 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,944 shares; 2024Q4: 3,950 shares; 2025Q1: 3,925 shares; 2025Q2: 3,970 shares; 2025Q3: 3,996 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares; 2026Q2: 4,198 shares 4,198 $2.14M 0.22% +186 Timeline VIGI 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: 40,701 shares; 2024Q4: 36,729 shares; 2025Q1: 29,976 shares; 2025Q2: 27,692 shares; 2025Q3: 26,936 shares; 2025Q4: 25,991 shares; 2026Q1: 23,423 shares; 2026Q2: 22,888 shares 22,888 $2.14M 0.22% -535 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: 4,138 shares; 2025Q1: 4,164 shares; 2025Q2: 4,441 shares; 2025Q3: 4,595 shares; 2025Q4: 4,646 shares; 2026Q1: 4,677 shares; 2026Q2: 4,878 shares 4,878 $2.11M 0.21% +201 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,521 shares; 2024Q4: 4,521 shares; 2025Q1: 2,891 shares; 2025Q2: 8,350 shares; 2025Q3: 10,984 shares; 2025Q4: 38,597 shares; 2026Q1: 30,460 shares; 2026Q2: 20,824 shares 20,824 $2.09M 0.21% -9,636 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: 23,327 shares; 2024Q4: 20,721 shares; 2025Q1: 19,928 shares; 2025Q2: 21,558 shares; 2025Q3: 21,750 shares; 2025Q4: 26,799 shares; 2026Q1: 28,352 shares; 2026Q2: 28,981 shares 28,981 $2.06M 0.21% +629 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,244 shares; 2024Q4: 14,244 shares; 2025Q1: 14,244 shares; 2025Q2: 14,249 shares; 2025Q3: 14,249 shares; 2025Q4: 14,272 shares; 2026Q1: 14,272 shares; 2026Q2: 14,275 shares 14,275 $2.06M 0.21% +3 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,508 shares; 2024Q4: 80,840 shares; 2025Q1: 80,840 shares; 2025Q2: 75,868 shares; 2025Q3: 76,525 shares; 2025Q4: 73,832 shares; 2026Q1: 73,832 shares; 2026Q2: 74,094 shares 74,094 $2.05M 0.21% +262 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: 18,310 shares; 2024Q4: 18,311 shares; 2025Q1: 14,157 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares; 2025Q4: 8,280 shares; 2026Q1: 8,280 shares; 2026Q2: 8,330 shares 8,330 $2.02M 0.2% +50 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: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 8,631 shares; 2026Q1: 17,831 shares; 2026Q2: 20,627 shares 20,627 $1.97M 0.2% +2,796 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: 30,498 shares; 2024Q4: 28,293 shares; 2025Q1: 24,111 shares; 2025Q2: 21,571 shares; 2025Q3: 23,307 shares; 2025Q4: 23,341 shares; 2026Q1: 22,752 shares; 2026Q2: 22,507 shares 22,507 $1.89M 0.19% -245 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: 22,007 shares; 2024Q4: 66,021 shares; 2025Q1: 66,021 shares; 2025Q2: 66,021 shares; 2025Q3: 63,684 shares; 2025Q4: 63,570 shares; 2026Q1: 63,570 shares; 2026Q2: 63,570 shares 63,570 $1.87M 0.19% 0 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: 33,422 shares; 2024Q4: 33,900 shares; 2025Q1: 33,803 shares; 2025Q2: 33,816 shares; 2025Q3: 32,152 shares; 2025Q4: 11,342 shares; 2026Q1: 32,012 shares; 2026Q2: 32,019 shares 32,019 $1.81M 0.18% +7 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: 4,449 shares; 2024Q4: 4,614 shares; 2025Q1: 4,485 shares; 2025Q2: 4,806 shares; 2025Q3: 4,793 shares; 2025Q4: 4,849 shares; 2026Q1: 5,006 shares; 2026Q2: 4,966 shares 4,966 $1.77M 0.18% -40 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: 18,628 shares; 2024Q4: 20,059 shares; 2025Q1: 19,589 shares; 2025Q2: 19,281 shares; 2025Q3: 19,005 shares; 2025Q4: 19,074 shares; 2026Q1: 18,548 shares; 2026Q2: 17,857 shares 17,857 $1.77M 0.18% -691 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: 1,927 shares; 2024Q4: 2,063 shares; 2025Q1: 2,007 shares; 2025Q2: 2,154 shares; 2025Q3: 2,008 shares; 2025Q4: 2,035 shares; 2026Q1: 2,043 shares; 2026Q2: 2,314 shares 2,314 $1.67M 0.17% +271 Timeline NLR 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: 1,507 shares; 2025Q2: 1,706 shares; 2025Q3: 6,536 shares; 2025Q4: 8,808 shares; 2026Q1: 12,240 shares; 2026Q2: 14,203 shares 14,203 $1.65M 0.17% +1,963 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: 9,540 shares; 2024Q4: 9,547 shares; 2025Q1: 9,410 shares; 2025Q2: 9,156 shares; 2025Q3: 9,287 shares; 2025Q4: 9,638 shares; 2026Q1: 11,020 shares; 2026Q2: 15,197 shares 15,197 $1.64M 0.16% +4,177 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,995 shares; 2024Q4: 6,040 shares; 2025Q1: 7,075 shares; 2025Q2: 8,583 shares; 2025Q3: 8,457 shares; 2025Q4: 11,455 shares; 2026Q1: 16,506 shares; 2026Q2: 21,732 shares 21,732 $1.58M 0.16% +5,226 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: 23,722 shares; 2024Q4: 26,241 shares; 2025Q1: 28,551 shares; 2025Q2: 29,715 shares; 2025Q3: 30,177 shares; 2025Q4: 30,212 shares; 2026Q1: 30,245 shares; 2026Q2: 30,277 shares 30,277 $1.57M 0.16% +32 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,948 shares; 2024Q4: 19,718 shares; 2025Q1: 19,953 shares; 2025Q2: 21,998 shares; 2025Q3: 23,107 shares; 2025Q4: 2,600 shares; 2026Q1: 29,610 shares; 2026Q2: 30,325 shares 30,325 $1.5M 0.15% +715 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: 12,033 shares; 2024Q4: 12,166 shares; 2025Q1: 12,420 shares; 2025Q2: 14,261 shares; 2025Q3: 15,086 shares; 2025Q4: 31,276 shares; 2026Q1: 31,517 shares; 2026Q2: 32,156 shares 32,156 $1.46M 0.15% +639 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: 1,329 shares; 2024Q4: 1,343 shares; 2025Q1: 1,347 shares; 2025Q2: 1,334 shares; 2025Q3: 1,646 shares; 2025Q4: 1,630 shares; 2026Q1: 1,609 shares; 2026Q2: 1,550 shares 1,550 $1.45M 0.15% -59 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: 1,432 shares; 2024Q4: 1,318 shares; 2025Q1: 1,308 shares; 2025Q2: 1,348 shares; 2025Q3: 1,317 shares; 2025Q4: 1,245 shares; 2026Q1: 1,166 shares; 2026Q2: 1,191 shares 1,191 $1.43M 0.14% +25 Timeline VOE 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: 6,941 shares; 2024Q4: 7,373 shares; 2025Q1: 7,353 shares; 2025Q2: 7,490 shares; 2025Q3: 7,492 shares; 2025Q4: 7,394 shares; 2026Q1: 7,189 shares; 2026Q2: 7,191 shares 7,191 $1.42M 0.14% +2 Timeline QEFA 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: 14,705 shares; 2024Q4: 14,705 shares; 2025Q1: 14,536 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 14,506 shares; 2026Q1: 14,406 shares; 2026Q2: 14,581 shares 14,581 $1.4M 0.14% +175 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,332 shares; 2024Q4: 21,332 shares; 2025Q1: 21,332 shares; 2025Q2: 21,384 shares; 2025Q3: 21,085 shares; 2025Q4: 20,950 shares; 2026Q1: 20,867 shares; 2026Q2: 20,985 shares 20,985 $1.4M 0.14% +118 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: 11,124 shares; 2024Q4: 10,910 shares; 2025Q1: 10,855 shares; 2025Q2: 10,304 shares; 2025Q3: 11,720 shares; 2025Q4: 11,720 shares; 2026Q1: 16,654 shares; 2026Q2: 16,665 shares 16,665 $1.38M 0.14% +11 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: 12,156 shares; 2024Q4: 12,156 shares; 2025Q1: 12,156 shares; 2025Q2: 12,263 shares; 2025Q3: 12,156 shares; 2025Q4: 12,159 shares; 2026Q1: 15,934 shares; 2026Q2: 15,705 shares 15,705 $1.38M 0.14% -229 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,693 shares; 2024Q4: 26,350 shares; 2025Q1: 26,386 shares; 2025Q2: 26,647 shares; 2025Q3: 27,824 shares; 2025Q4: 27,824 shares; 2026Q1: 28,041 shares; 2026Q2: 28,041 shares 28,041 $1.38M 0.14% 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: 8,903 shares; 2024Q4: 8,903 shares; 2025Q1: 8,903 shares; 2025Q2: 8,863 shares; 2025Q3: 9,044 shares; 2025Q4: 9,044 shares; 2026Q1: 8,759 shares; 2026Q2: 8,759 shares 8,759 $1.37M 0.14% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,755 shares; 2025Q3: 32,755 shares; 2025Q4: 31,602 shares; 2026Q1: 31,602 shares; 2026Q2: 32,330 shares 32,330 $1.36M 0.14% +728 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: 6,256 shares; 2024Q4: 6,387 shares; 2025Q1: 6,852 shares; 2025Q2: 8,481 shares; 2025Q3: 8,778 shares; 2025Q4: 8,901 shares; 2026Q1: 7,987 shares; 2026Q2: 9,668 shares 9,668 $1.32M 0.13% +1,681 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,280 shares; 2024Q4: 14,887 shares; 2025Q1: 13,926 shares; 2025Q2: 14,426 shares; 2025Q3: 14,511 shares; 2025Q4: 14,859 shares; 2026Q1: 15,236 shares; 2026Q2: 14,998 shares 14,998 $1.31M 0.13% -238 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: 3,763 shares; 2024Q4: 3,809 shares; 2025Q1: 3,839 shares; 2025Q2: 3,855 shares; 2025Q3: 3,848 shares; 2025Q4: 3,893 shares; 2026Q1: 3,785 shares; 2026Q2: 3,781 shares 3,781 $1.3M 0.13% -4 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: 4,656 shares; 2024Q4: 4,667 shares; 2025Q1: 4,679 shares; 2025Q2: 4,691 shares; 2025Q3: 4,681 shares; 2025Q4: 4,705 shares; 2026Q1: 4,656 shares; 2026Q2: 4,605 shares 4,605 $1.29M 0.13% -51 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: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,100 shares; 2025Q3: 3,151 shares; 2025Q4: 3,288 shares; 2026Q1: 3,537 shares; 2026Q2: 3,500 shares 3,500 $1.29M 0.13% -37 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,283 shares; 2024Q4: 36,272 shares; 2025Q1: 34,542 shares; 2025Q2: 30,745 shares; 2025Q3: 24,960 shares; 2025Q4: 18,204 shares; 2026Q1: 14,552 shares; 2026Q2: 13,972 shares 13,972 $1.28M 0.13% -580 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: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,895 shares; 2025Q2: 2,895 shares; 2025Q3: 2,906 shares; 2025Q4: 2,908 shares; 2026Q1: 2,994 shares; 2026Q2: 2,987 shares 2,987 $1.22M 0.12% -7 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: 2,336 shares; 2024Q4: 2,368 shares; 2025Q1: 2,379 shares; 2025Q2: 2,390 shares; 2025Q3: 2,385 shares; 2025Q4: 2,417 shares; 2026Q1: 2,348 shares; 2026Q2: 2,369 shares 2,369 $1.22M 0.12% +21 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: 4,898 shares; 2024Q4: 5,103 shares; 2025Q1: 5,626 shares; 2025Q2: 5,669 shares; 2025Q3: 6,108 shares; 2025Q4: 6,653 shares; 2026Q1: 7,171 shares; 2026Q2: 7,669 shares 7,669 $1.21M 0.12% +498 Timeline JPEF 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: 10,017 shares; 2024Q4: 14,014 shares; 2025Q1: 16,498 shares; 2025Q2: 17,359 shares; 2025Q3: 16,292 shares; 2025Q4: 15,294 shares; 2026Q1: 15,027 shares; 2026Q2: 15,090 shares 15,090 $1.21M 0.12% +63 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,542 shares; 2024Q4: 12,581 shares; 2025Q1: 12,519 shares; 2025Q2: 12,519 shares; 2025Q3: 12,519 shares; 2025Q4: 12,519 shares; 2026Q1: 12,519 shares; 2026Q2: 12,519 shares 12,519 $1.18M 0.12% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,389 shares; 2024Q4: 39,729 shares; 2025Q1: 37,625 shares; 2025Q2: 40,372 shares; 2025Q3: 40,927 shares; 2025Q4: 41,897 shares; 2026Q1: 40,541 shares; 2026Q2: 40,568 shares 40,568 $1.18M 0.12% +27 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: 2,889 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 2,748 shares; 2025Q3: 4,698 shares; 2025Q4: 4,049 shares; 2026Q1: 3,993 shares; 2026Q2: 3,286 shares 3,286 $1.16M 0.12% -707 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: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $1.16M 0.12% 0 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: 3,540 shares; 2024Q4: 3,152 shares; 2025Q1: 4,381 shares; 2025Q2: 4,148 shares; 2025Q3: 4,454 shares; 2025Q4: 4,544 shares; 2026Q1: 4,629 shares; 2026Q2: 4,524 shares 4,524 $1.15M 0.12% -105 Timeline QQEW 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 5,876 shares; 2026Q2: 6,879 shares 6,879 $1.1M 0.11% +1,003 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,730 shares; 2024Q4: 12,288 shares; 2025Q1: 11,207 shares; 2025Q2: 11,292 shares; 2025Q3: 11,497 shares; 2025Q4: 11,941 shares; 2026Q1: 12,279 shares; 2026Q2: 12,464 shares 12,464 $1.1M 0.11% +185 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,205 shares; 2024Q4: 24,205 shares; 2025Q1: 24,205 shares; 2025Q2: 24,225 shares; 2025Q3: 22,610 shares; 2025Q4: 22,652 shares; 2026Q1: 22,670 shares; 2026Q2: 21,509 shares 21,509 $1.09M 0.11% -1,161 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: 2,180 shares; 2024Q4: 2,136 shares; 2025Q1: 2,280 shares; 2025Q2: 2,190 shares; 2025Q3: 3,682 shares; 2025Q4: 3,604 shares; 2026Q1: 3,016 shares; 2026Q2: 2,998 shares 2,998 $1.09M 0.11% -18 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: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,476 shares; 2025Q3: 2,373 shares; 2025Q4: 9,571 shares; 2026Q1: 17,887 shares; 2026Q2: 18,195 shares 18,195 $1.06M 0.11% +308 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: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,899 shares; 2025Q2: 7,406 shares; 2025Q3: 7,426 shares; 2025Q4: 7,134 shares; 2026Q1: 7,292 shares; 2026Q2: 7,098 shares 7,098 $1.04M 0.1% -194 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: 3,919 shares; 2024Q4: 3,960 shares; 2025Q1: 4,344 shares; 2025Q2: 4,395 shares; 2025Q3: 4,425 shares; 2025Q4: 4,460 shares; 2026Q1: 4,549 shares; 2026Q2: 4,023 shares 4,023 $1.01M 0.1% -526 Timeline QEMM 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: 7,761 shares; 2024Q4: 7,761 shares; 2025Q1: 7,761 shares; 2025Q2: 7,761 shares; 2025Q3: 7,761 shares; 2025Q4: 7,761 shares; 2026Q1: 11,862 shares; 2026Q2: 12,573 shares 12,573 $1M 0.1% +711 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: 2,038 shares; 2024Q4: 2,058 shares; 2025Q1: 2,449 shares; 2025Q2: 2,335 shares; 2025Q3: 2,326 shares; 2025Q4: 1,290 shares; 2026Q1: 2,343 shares; 2026Q2: 2,352 shares 2,352 $989K 0.1% +9 Timeline IGM 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: 325 shares; 2025Q3: 1,042 shares; 2025Q4: 3,638 shares; 2026Q1: 5,614 shares; 2026Q2: 5,929 shares 5,929 $970K 0.1% +315 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,329 shares; 2024Q4: 20,329 shares; 2025Q1: 21,248 shares; 2025Q2: 22,151 shares; 2025Q3: 22,151 shares; 2025Q4: 22,151 shares; 2026Q1: 21,665 shares; 2026Q2: 20,209 shares 20,209 $964K 0.1% -1,456 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 2,091 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares; 2026Q2: 2,245 shares 2,245 $957K 0.1% +149 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: 3,209 shares; 2024Q4: 3,202 shares; 2025Q1: 3,209 shares; 2025Q2: 3,213 shares; 2025Q3: 3,215 shares; 2025Q4: 33 shares; 2026Q1: 3,277 shares; 2026Q2: 3,203 shares 3,203 $955K 0.1% -74 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: 5,624 shares; 2025Q1: 5,426 shares; 2025Q2: 5,121 shares; 2025Q3: 4,861 shares; 2025Q4: 4,895 shares; 2026Q1: 4,952 shares; 2026Q2: 5,202 shares 5,202 $941K 0.09% +250 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: 305 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 288 shares; 2025Q3: 304 shares; 2025Q4: 311 shares; 2026Q1: 319 shares; 2026Q2: 3,113 shares 3,113 $939K 0.09% +2,794 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: 1,584 shares; 2024Q4: 1,502 shares; 2025Q1: 1,757 shares; 2025Q2: 1,654 shares; 2025Q3: 1,656 shares; 2025Q4: 1,678 shares; 2026Q1: 1,656 shares; 2026Q2: 1,615 shares 1,615 $938K 0.09% -41 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: 2,173 shares; 2024Q4: 2,133 shares; 2025Q1: 2,197 shares; 2025Q2: 2,343 shares; 2025Q3: 2,300 shares; 2025Q4: 2,319 shares; 2026Q1: 1,932 shares; 2026Q2: 1,837 shares 1,837 $919K 0.09% -95 Timeline OUSA 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: 16,285 shares; 2024Q4: 15,946 shares; 2025Q1: 15,956 shares; 2025Q2: 15,969 shares; 2025Q3: 15,981 shares; 2025Q4: 15,923 shares; 2026Q1: 15,682 shares; 2026Q2: 15,586 shares 15,586 $909K 0.09% -96 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,043 shares; 2024Q4: 8,924 shares; 2025Q1: 9,229 shares; 2025Q2: 9,000 shares; 2025Q3: 9,020 shares; 2025Q4: 9,085 shares; 2026Q1: 9,996 shares; 2026Q2: 10,055 shares 10,055 $896K 0.09% +59 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,745 shares; 2025Q1: 1,952 shares; 2025Q2: 1,962 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares; 2026Q2: 3,274 shares 3,274 $891K 0.09% +1,196 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,465 shares; 2024Q4: 22,470 shares; 2025Q1: 21,233 shares; 2025Q2: 21,250 shares; 2025Q3: 21,514 shares; 2025Q4: 21,522 shares; 2026Q1: 21,525 shares; 2026Q2: 21,532 shares 21,532 $880K 0.09% +7 Timeline SJNK 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: 35,064 shares; 2024Q4: 35,064 shares; 2025Q1: 35,064 shares; 2025Q2: 35,064 shares; 2025Q3: 33,104 shares; 2025Q4: 32,876 shares; 2026Q1: 33,271 shares; 2026Q2: 34,471 shares 34,471 $863K 0.09% +1,200 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,294 shares; 2024Q4: 8,294 shares; 2025Q1: 8,294 shares; 2025Q2: 8,301 shares; 2025Q3: 8,209 shares; 2025Q4: 7,620 shares; 2026Q1: 7,627 shares; 2026Q2: 7,501 shares 7,501 $853K 0.09% -126 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,110 shares; 2024Q4: 13,041 shares; 2025Q1: 12,498 shares; 2025Q2: 10,769 shares; 2025Q3: 9,534 shares; 2025Q4: 27,228 shares; 2026Q1: 9,535 shares; 2026Q2: 9,410 shares 9,410 $816K 0.08% -125 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: 5,497 shares; 2024Q4: 5,660 shares; 2025Q1: 6,447 shares; 2025Q2: 6,741 shares; 2025Q3: 6,784 shares; 2025Q4: 6,750 shares; 2026Q1: 7,081 shares; 2026Q2: 6,904 shares 6,904 $811K 0.08% -177 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: 8,777 shares; 2024Q4: 8,778 shares; 2025Q1: 8,778 shares; 2025Q2: 9,351 shares; 2025Q3: 9,359 shares; 2025Q4: 9,683 shares; 2026Q1: 9,690 shares; 2026Q2: 9,698 shares 9,698 $806K 0.08% +8 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: 9,811 shares; 2024Q4: 13,938 shares; 2025Q1: 15,073 shares; 2025Q2: 15,275 shares; 2025Q3: 13,871 shares; 2025Q4: 14,166 shares; 2026Q1: 14,187 shares; 2026Q2: 14,212 shares 14,212 $803K 0.08% +25 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,444 shares; 2024Q4: 21,047 shares; 2025Q1: 17,132 shares; 2025Q2: 15,744 shares; 2025Q3: 15,748 shares; 2025Q4: 15,750 shares; 2026Q1: 15,751 shares; 2026Q2: 15,327 shares 15,327 $803K 0.08% -424 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,693 shares; 2026Q1: 4,693 shares; 2026Q2: 4,693 shares 4,693 $761K 0.08% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,435 shares; 2024Q4: 16,435 shares; 2025Q1: 16,435 shares; 2025Q2: 16,435 shares; 2025Q3: 16,960 shares; 2025Q4: 16,960 shares; 2026Q1: 16,960 shares; 2026Q2: 16,960 shares 16,960 $753K 0.08% 0 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.08% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,047 shares; 2026Q2: 7,544 shares 7,544 $741K 0.07% +1,497 Timeline PUI 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: 17,705 shares; 2024Q4: 17,626 shares; 2025Q1: 17,626 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares; 2025Q4: 15,547 shares; 2026Q1: 15,547 shares; 2026Q2: 15,547 shares 15,547 $739K 0.07% 0 Timeline RISR 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: 20,877 shares; 2024Q4: 20,877 shares; 2025Q1: 20,877 shares; 2025Q2: 21,363 shares; 2025Q3: 21,138 shares; 2025Q4: 26 shares; 2026Q1: 20,240 shares; 2026Q2: 20,115 shares 20,115 $728K 0.07% -125 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: 5,167 shares; 2024Q4: 5,678 shares; 2025Q1: 5,075 shares; 2025Q2: 5,870 shares; 2025Q3: 5,374 shares; 2025Q4: 7,746 shares; 2026Q1: 7,413 shares; 2026Q2: 7,116 shares 7,116 $716K 0.07% -297 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: 7,069 shares; 2024Q4: 7,069 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 1,958 shares; 2026Q1: 8,701 shares; 2026Q2: 9,776 shares 9,776 $669K 0.07% +1,075 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: 18,169 shares; 2024Q4: 18,114 shares; 2025Q1: 18,039 shares; 2025Q2: 17,547 shares; 2025Q3: 16,713 shares; 2025Q4: 16,181 shares; 2026Q1: 15,055 shares; 2026Q2: 13,690 shares 13,690 $669K 0.07% -1,365 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 648 shares; 2026Q1: 1,580 shares; 2026Q2: 9,813 shares 9,813 $667K 0.07% +8,233 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: 6,247 shares; 2024Q4: 9,790 shares; 2025Q1: 10,270 shares; 2025Q2: 10,311 shares; 2025Q3: 10,343 shares; 2025Q4: 10,537 shares; 2026Q1: 10,561 shares; 2026Q2: 10,587 shares 10,587 $651K 0.07% +26 Timeline CABZ ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,788 shares; 2026Q2: 27,292 shares 27,292 $648K 0.07% +9,504 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 724 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 676 shares; 2026Q1: 673 shares; 2026Q2: 653 shares 653 $628K 0.06% -20 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: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 4,664 shares 4,664 $621K 0.06% +1,289 Timeline HACK 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: 2,826 shares; 2025Q4: 4,460 shares; 2026Q1: 5,264 shares; 2026Q2: 5,884 shares 5,884 $617K 0.06% +620 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: 5,588 shares; 2024Q4: 4,191 shares; 2025Q1: 5,972 shares; 2025Q2: 4,398 shares; 2025Q3: 4,308 shares; 2025Q4: 4,334 shares; 2026Q1: 4,401 shares; 2026Q2: 4,342 shares 4,342 $606K 0.06% -59 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,814 shares; 2024Q4: 19,199 shares; 2025Q1: 18,789 shares; 2025Q2: 16,914 shares; 2025Q3: 15,156 shares; 2025Q4: 15,156 shares; 2026Q1: 13,862 shares; 2026Q2: 11,798 shares 11,798 $597K 0.06% -2,064 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: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,788 shares; 2025Q3: 4,017 shares; 2025Q4: 4,206 shares; 2026Q1: 4,206 shares; 2026Q2: 4,206 shares 4,206 $596K 0.06% 0 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: 2,429 shares; 2024Q4: 2,431 shares; 2025Q1: 2,433 shares; 2025Q2: 2,178 shares; 2025Q3: 2,078 shares; 2025Q4: 2,081 shares; 2026Q1: 1,962 shares; 2026Q2: 1,964 shares 1,964 $595K 0.06% +2 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: 18,367 shares; 2024Q4: 15,162 shares; 2025Q1: 14,729 shares; 2025Q2: 14,494 shares; 2025Q3: 12,274 shares; 2025Q4: 658 shares; 2026Q1: 12,424 shares; 2026Q2: 11,807 shares 11,807 $594K 0.06% -617 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 13,392 shares; 2025Q1: 13,238 shares; 2025Q2: 13,268 shares; 2025Q3: 13,855 shares; 2025Q4: 15,890 shares; 2026Q1: 14,422 shares; 2026Q2: 14,240 shares 14,240 $583K 0.06% -182 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 3,987 shares; 2025Q1: 3,933 shares; 2025Q2: 3,974 shares; 2025Q3: 3,995 shares; 2025Q4: 3,999 shares; 2026Q1: 4,033 shares; 2026Q2: 2,618 shares 2,618 $577K 0.06% -1,415 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: 3,400 shares; 2024Q4: 3,401 shares; 2025Q1: 4,036 shares; 2025Q2: 3,963 shares; 2025Q3: 3,946 shares; 2025Q4: 3,785 shares; 2026Q1: 3,826 shares; 2026Q2: 3,934 shares 3,934 $577K 0.06% +108 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,309 shares; 2024Q4: 1,356 shares; 2025Q1: 1,348 shares; 2025Q2: 1,364 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,422 shares; 2026Q2: 1,598 shares 1,598 $566K 0.06% +176 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: 2,517 shares; 2024Q4: 2,513 shares; 2025Q1: 2,870 shares; 2025Q2: 2,114 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 2,974 shares 2,974 $564K 0.06% +699 Timeline ARKX 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: 300 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 9,481 shares; 2026Q2: 16,382 shares 16,382 $559K 0.06% +6,901 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: 4,744 shares; 2024Q4: 5,054 shares; 2025Q1: 4,666 shares; 2025Q2: 4,732 shares; 2025Q3: 4,587 shares; 2025Q4: 4,486 shares; 2026Q1: 4,390 shares; 2026Q2: 4,345 shares 4,345 $558K 0.06% -45 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: 26,166 shares; 2024Q4: 26,194 shares; 2025Q1: 26,250 shares; 2025Q2: 25,741 shares; 2025Q3: 24,088 shares; 2025Q4: 24,120 shares; 2026Q1: 23,491 shares; 2026Q2: 23,577 shares 23,577 $523K 0.05% +86 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: 3,877 shares; 2024Q4: 3,890 shares; 2025Q1: 3,908 shares; 2025Q2: 3,887 shares; 2025Q3: 3,889 shares; 2025Q4: 3,971 shares; 2026Q1: 4,014 shares; 2026Q2: 3,857 shares 3,857 $522K 0.05% -157 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: 1,949 shares; 2026Q1: 4,749 shares; 2026Q2: 5,783 shares 5,783 $520K 0.05% +1,034 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: 23,259 shares; 2024Q4: 23,190 shares; 2025Q1: 22,989 shares; 2025Q2: 23,152 shares; 2025Q3: 19,977 shares; 2025Q4: 17,107 shares; 2026Q1: 16,860 shares; 2026Q2: 16,893 shares 16,893 $515K 0.05% +33 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: 1,066 shares; 2024Q4: 1,101 shares; 2025Q1: 1,019 shares; 2025Q2: 1,030 shares; 2025Q3: 1,014 shares; 2025Q4: 1,007 shares; 2026Q1: 1,020 shares; 2026Q2: 1,001 shares 1,001 $510K 0.05% -19 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 759 shares; 2025Q3: 724 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 717 shares 717 $505K 0.05% 0 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: 1,159 shares; 2024Q4: 1,204 shares; 2025Q1: 1,175 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares; 2026Q2: 1,237 shares 1,237 $491K 0.05% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,235 shares; 2025Q3: 4,246 shares; 2025Q4: 4,258 shares; 2026Q1: 4,268 shares; 2026Q2: 4,279 shares 4,279 $490K 0.05% +11 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: 17,738 shares; 2024Q4: 18,402 shares; 2025Q1: 18,281 shares; 2025Q2: 15,294 shares; 2025Q3: 11,307 shares; 2025Q4: 11,307 shares; 2026Q1: 9,453 shares; 2026Q2: 9,553 shares 9,553 $483K 0.05% +100 Timeline IHAK 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: 975 shares; 2025Q2: 1,752 shares; 2025Q3: 6,682 shares; 2025Q4: 24 shares; 2026Q1: 7,724 shares; 2026Q2: 7,905 shares 7,905 $480K 0.05% +181 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: 2,620 shares; 2024Q4: 3,732 shares; 2025Q1: 3,598 shares; 2025Q2: 3,602 shares; 2025Q3: 5,056 shares; 2025Q4: 5,040 shares; 2026Q1: 4,822 shares; 2026Q2: 4,827 shares 4,827 $478K 0.05% +5 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: 4,123 shares; 2024Q4: 4,156 shares; 2025Q1: 4,221 shares; 2025Q2: 4,209 shares; 2025Q3: 4,211 shares; 2025Q4: 4,211 shares; 2026Q1: 4,429 shares; 2026Q2: 4,210 shares 4,210 $477K 0.05% -219 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: 1,839 shares; 2024Q4: 1,822 shares; 2025Q1: 1,778 shares; 2025Q2: 1,479 shares; 2025Q3: 1,550 shares; 2025Q4: 1,566 shares; 2026Q1: 1,491 shares; 2026Q2: 1,135 shares 1,135 $472K 0.05% -356 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 423 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $470K 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,049 shares; 2025Q3: 2,156 shares; 2025Q4: 2,157 shares; 2026Q1: 2,235 shares; 2026Q2: 2,205 shares 2,205 $470K 0.05% -30 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 14,339 shares; 2025Q1: 15,955 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares; 2026Q1: 15,380 shares; 2026Q2: 12,964 shares 12,964 $468K 0.05% -2,416 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: 2,129 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,079 shares; 2025Q3: 2,078 shares; 2025Q4: 2,165 shares; 2026Q1: 2,205 shares; 2026Q2: 2,095 shares 2,095 $467K 0.05% -110 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares; 2026Q2: 3,108 shares 3,108 $455K 0.05% 0 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: 1,255 shares; 2024Q4: 1,254 shares; 2025Q1: 1,255 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,325 shares; 2026Q1: 2,338 shares; 2026Q2: 2,263 shares 2,263 $454K 0.05% -75 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 993 shares; 2025Q1: 1,003 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,025 shares; 2026Q2: 997 shares 997 $452K 0.05% -28 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,523 shares; 2024Q4: 1,569 shares; 2025Q1: 1,550 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares; 2026Q2: 1,650 shares 1,650 $446K 0.04% +11 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: 3,371 shares; 2024Q4: 3,408 shares; 2025Q1: 3,311 shares; 2025Q2: 3,370 shares; 2025Q3: 3,386 shares; 2025Q4: 3,394 shares; 2026Q1: 3,306 shares; 2026Q2: 2,388 shares 2,388 $441K 0.04% -918 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,209 shares; 2025Q1: 1,211 shares; 2025Q2: 1,018 shares; 2025Q3: 1,023 shares; 2025Q4: 53 shares; 2026Q1: 1,021 shares; 2026Q2: 879 shares 879 $441K 0.04% -142 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: 1,281 shares; 2024Q4: 1,317 shares; 2025Q1: 1,311 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,318 shares; 2026Q2: 1,295 shares 1,295 $438K 0.04% -23 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: 2,091 shares; 2024Q4: 2,099 shares; 2025Q1: 2,116 shares; 2025Q2: 2,153 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares; 2026Q1: 2,166 shares; 2026Q2: 2,084 shares 2,084 $436K 0.04% -82 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,148 shares; 2024Q4: 10,148 shares; 2025Q1: 9,097 shares; 2025Q2: 9,097 shares; 2025Q3: 9,097 shares; 2025Q4: 9,097 shares; 2026Q1: 9,097 shares; 2026Q2: 9,097 shares 9,097 $436K 0.04% 0 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: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,856 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $435K 0.04% 0 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: 3,820 shares; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares; 2026Q2: 11,735 shares 11,735 $433K 0.04% 0 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: 351 shares; 2024Q4: 353 shares; 2025Q1: 359 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 348 shares; 2026Q2: 427 shares 427 $432K 0.04% +79 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 5,262 shares; 2026Q1: 5,375 shares; 2026Q2: 5,375 shares 5,375 $431K 0.04% 0 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: 7,588 shares; 2024Q4: 7,786 shares; 2025Q1: 7,716 shares; 2025Q2: 7,524 shares; 2025Q3: 7,546 shares; 2025Q4: 7,580 shares; 2026Q1: 7,558 shares; 2026Q2: 7,533 shares 7,533 $429K 0.04% -25 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,001 shares; 2024Q4: 4,018 shares; 2025Q1: 3,829 shares; 2025Q2: 3,837 shares; 2025Q3: 3,846 shares; 2025Q4: 3,660 shares; 2026Q1: 3,668 shares; 2026Q2: 7,636 shares 7,636 $429K 0.04% +3,968 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,205 shares; 2024Q4: 5,206 shares; 2025Q1: 5,208 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $423K 0.04% 0 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,185 shares; 2025Q3: 2,676 shares; 2025Q4: 2,074 shares; 2026Q1: 1,542 shares; 2026Q2: 1,542 shares 1,542 $422K 0.04% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 1,011 shares; 2025Q4: 971 shares; 2026Q1: 953 shares; 2026Q2: 1,399 shares 1,399 $422K 0.04% +446 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 3,658 shares; 2025Q1: 3,659 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,494 shares; 2026Q1: 3,592 shares; 2026Q2: 3,392 shares 3,392 $418K 0.04% -200 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 6,373 shares; 2025Q1: 6,177 shares; 2025Q2: 6,181 shares; 2025Q3: 6,378 shares; 2025Q4: 6,383 shares; 2026Q1: 6,568 shares; 2026Q2: 6,745 shares 6,745 $415K 0.04% +177 Timeline WDEF 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: 11,396 shares; 2026Q2: 15,226 shares 15,226 $414K 0.04% +3,830 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 273 shares; 2026Q1: 1,528 shares; 2026Q2: 1,531 shares 1,531 $411K 0.04% +3 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,945 shares; 2024Q4: 11,193 shares; 2025Q1: 9,019 shares; 2025Q2: 9,019 shares; 2025Q3: 9,019 shares; 2025Q4: 9,019 shares; 2026Q1: 9,019 shares; 2026Q2: 8,573 shares 8,573 $402K 0.04% -446 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,228 shares; 2024Q4: 3,378 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 7,882 shares; 2025Q4: 7,882 shares; 2026Q1: 7,892 shares; 2026Q2: 7,892 shares 7,892 $402K 0.04% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 4,482 shares; 2026Q1: 4,482 shares; 2026Q2: 4,482 shares 4,482 $400K 0.04% 0 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: 96 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 181 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 199 shares 199 $396K 0.04% -6 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: 1,582 shares; 2024Q4: 1,609 shares; 2025Q1: 1,624 shares; 2025Q2: 1,571 shares; 2025Q3: 1,590 shares; 2025Q4: 1,597 shares; 2026Q1: 1,594 shares; 2026Q2: 1,452 shares 1,452 $392K 0.04% -142 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,225 shares; 2025Q1: 1,203 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,192 shares; 2026Q1: 1,154 shares; 2026Q2: 1,137 shares 1,137 $392K 0.04% -17 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,889 shares; 2024Q4: 9,170 shares; 2025Q1: 9,170 shares; 2025Q2: 9,170 shares; 2025Q3: 8,798 shares; 2025Q4: 8,798 shares; 2026Q1: 8,798 shares; 2026Q2: 8,798 shares 8,798 $376K 0.04% 0 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: 2,787 shares; 2024Q4: 2,801 shares; 2025Q1: 2,797 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,773 shares; 2026Q1: 2,745 shares; 2026Q2: 3,191 shares 3,191 $375K 0.04% +446 Timeline SCHE 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: 14,975 shares; 2024Q4: 14,061 shares; 2025Q1: 12,425 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares; 2025Q4: 10,432 shares; 2026Q1: 10,432 shares; 2026Q2: 10,310 shares 10,310 $374K 0.04% -122 Timeline JSML 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: 3,806 shares; 2024Q4: 3,806 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,731 shares; 2025Q4: 3,864 shares; 2026Q1: 3,981 shares; 2026Q2: 3,981 shares 3,981 $370K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,808 shares; 2025Q1: 1,829 shares; 2025Q2: 1,810 shares; 2025Q3: 1,797 shares; 2025Q4: 1,665 shares; 2026Q1: 1,571 shares; 2026Q2: 1,635 shares 1,635 $366K 0.04% +64 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 79 shares; 2025Q2: 86 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,049 shares; 2026Q2: 1,075 shares 1,075 $360K 0.04% +26 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,651 shares; 2024Q4: 6,335 shares; 2025Q1: 5,104 shares; 2025Q2: 4,911 shares; 2025Q3: 3,927 shares; 2025Q4: 3,927 shares; 2026Q1: 3,928 shares; 2026Q2: 4,737 shares 4,737 $358K 0.04% +809 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: 50 shares; 2024Q4: 67 shares; 2025Q1: 177 shares; 2025Q2: 154 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $355K 0.04% 0 Timeline JMST 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: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares; 2026Q2: 6,950 shares 6,950 $354K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,692 shares; 2024Q4: 3,771 shares; 2025Q1: 4,214 shares; 2025Q2: 4,075 shares; 2025Q3: 4,024 shares; 2025Q4: 4,238 shares; 2026Q1: 4,349 shares; 2026Q2: 4,343 shares 4,343 $353K 0.04% -6 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: 3,698 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares; 2026Q2: 3,698 shares 3,698 $353K 0.04% 0 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: 1,784 shares; 2024Q4: 1,722 shares; 2025Q1: 1,744 shares; 2025Q2: 1,815 shares; 2025Q3: 2,050 shares; 2025Q4: 2,012 shares; 2026Q1: 2,042 shares; 2026Q2: 2,093 shares 2,093 $347K 0.04% +51 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,889 shares; 2024Q4: 9,233 shares; 2025Q1: 9,261 shares; 2025Q2: 9,291 shares; 2025Q3: 9,322 shares; 2025Q4: 9,353 shares; 2026Q1: 9,381 shares; 2026Q2: 9,408 shares 9,408 $346K 0.03% +27 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $345K 0.03% 0 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: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 1,352 shares 1,352 $345K 0.03% +7 Timeline LDUR 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: 5,012 shares; 2024Q4: 5,027 shares; 2025Q1: 5,042 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 3,532 shares; 2026Q2: 3,532 shares 3,532 $338K 0.03% 0 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: 97 shares; 2024Q4: 128 shares; 2025Q1: 97 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 224 shares; 2026Q1: 247 shares; 2026Q2: 292 shares 292 $337K 0.03% +45 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,045 shares; 2024Q4: 8,087 shares; 2025Q1: 8,088 shares; 2025Q2: 8,089 shares; 2025Q3: 8,090 shares; 2025Q4: 8,091 shares; 2026Q1: 8,234 shares; 2026Q2: 8,046 shares 8,046 $336K 0.03% -188 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: 5,247 shares; 2024Q4: 5,262 shares; 2025Q1: 5,264 shares; 2025Q2: 5,478 shares; 2025Q3: 5,356 shares; 2025Q4: 3,575 shares; 2026Q1: 3,579 shares; 2026Q2: 3,264 shares 3,264 $334K 0.03% -315 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 6,973 shares; 2025Q2: 6,576 shares; 2025Q3: 6,576 shares; 2025Q4: 6,576 shares; 2026Q1: 6,576 shares; 2026Q2: 6,576 shares 6,576 $333K 0.03% 0 Timeline SMMU 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: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $333K 0.03% 0 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: 3,069 shares; 2024Q4: 3,085 shares; 2025Q1: 3,571 shares; 2025Q2: 3,702 shares; 2025Q3: 3,660 shares; 2025Q4: 3,478 shares; 2026Q1: 3,193 shares; 2026Q2: 3,625 shares 3,625 $329K 0.03% +432 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: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 4,267 shares; 2026Q1: 5,259 shares; 2026Q2: 5,508 shares 5,508 $329K 0.03% +249 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 412 shares; 2025Q1: 421 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 435 shares; 2026Q1: 462 shares; 2026Q2: 620 shares 620 $322K 0.03% +158 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 824 shares; 2025Q1: 817 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $322K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 13,680 shares; 2025Q1: 13,670 shares; 2025Q2: 13,682 shares; 2025Q3: 13,683 shares; 2025Q4: 13,767 shares; 2026Q1: 13,783 shares; 2026Q2: 10,137 shares 10,137 $320K 0.03% -3,646 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,961 shares; 2024Q4: 8,968 shares; 2025Q1: 7,999 shares; 2025Q2: 8,031 shares; 2025Q3: 7,630 shares; 2025Q4: 7,645 shares; 2026Q1: 7,346 shares; 2026Q2: 7,698 shares 7,698 $319K 0.03% +352 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 110 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 556 shares; 2025Q4: 564 shares; 2026Q1: 423 shares; 2026Q2: 421 shares 421 $318K 0.03% -2 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 519 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $315K 0.03% 0 Timeline FMQQ 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: 109,760 shares; 2024Q4: 113,105 shares; 2025Q1: 113,105 shares; 2025Q2: 113,349 shares; 2025Q3: 113,349 shares; 2025Q4: 113,402 shares; 2026Q1: 43,759 shares; 2026Q2: 26,728 shares 26,728 $315K 0.03% -17,031 Timeline OUSM 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: 7,342 shares; 2024Q4: 7,459 shares; 2025Q1: 7,464 shares; 2025Q2: 7,229 shares; 2025Q3: 7,234 shares; 2025Q4: 7,242 shares; 2026Q1: 7,248 shares; 2026Q2: 6,544 shares 6,544 $311K 0.03% -704 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: 407 shares; 2024Q4: 418 shares; 2025Q1: 414 shares; 2025Q2: 435 shares; 2025Q3: 429 shares; 2025Q4: 4,383 shares; 2026Q1: 4,304 shares; 2026Q2: 4,271 shares 4,271 $305K 0.03% -33 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,073 shares; 2025Q1: 1,049 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,032 shares 1,032 $303K 0.03% -12 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: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 9,737 shares; 2025Q2: 9,737 shares; 2025Q3: 7,837 shares; 2025Q4: 7,837 shares; 2026Q1: 7,562 shares; 2026Q2: 4,837 shares 4,837 $301K 0.03% -2,725 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: 225 shares; 2025Q3: 3,853 shares; 2025Q4: 4,391 shares; 2026Q1: 4,391 shares; 2026Q2: 4,391 shares 4,391 $299K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 840 shares; 2025Q1: 843 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 761 shares; 2026Q2: 719 shares 719 $293K 0.03% -42 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: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,359 shares; 2025Q3: 2,118 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares; 2026Q2: 1,839 shares 1,839 $292K 0.03% -258 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,278 shares; 2025Q1: 1,251 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,393 shares; 2026Q1: 1,381 shares; 2026Q2: 1,301 shares 1,301 $287K 0.03% -80 Timeline GRPM 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: 2,175 shares; 2024Q4: 2,177 shares; 2025Q1: 2,181 shares; 2025Q2: 2,186 shares; 2025Q3: 2,189 shares; 2025Q4: 2,191 shares; 2026Q1: 2,193 shares; 2026Q2: 2,194 shares 2,194 $286K 0.03% +1 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,850 shares; 2025Q2: 3,863 shares; 2025Q3: 7,462 shares; 2025Q4: 10,974 shares; 2026Q1: 12,599 shares; 2026Q2: 12,613 shares 12,613 $286K 0.03% +14 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 2,921 shares; 2025Q3: 4,443 shares; 2025Q4: 4,485 shares; 2026Q1: 5,605 shares; 2026Q2: 5,643 shares 5,643 $284K 0.03% +38 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: 14,365 shares; 2024Q4: 14,182 shares; 2025Q1: 13,566 shares; 2025Q2: 12,231 shares; 2025Q3: 11,977 shares; 2025Q4: 11,985 shares; 2026Q1: 12,019 shares; 2026Q2: 11,663 shares 11,663 $281K 0.03% -356 Timeline JQUA 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: 4,899 shares; 2024Q4: 4,908 shares; 2025Q1: 4,915 shares; 2025Q2: 5,039 shares; 2025Q3: 5,046 shares; 2025Q4: 4,261 shares; 2026Q1: 3,887 shares; 2026Q2: 3,891 shares 3,891 $281K 0.03% +4 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,640 shares; 2025Q1: 3,807 shares; 2025Q2: 3,849 shares; 2025Q3: 3,921 shares; 2025Q4: 3,959 shares; 2026Q1: 3,959 shares; 2026Q2: 3,892 shares 3,892 $280K 0.03% -67 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 3,334 shares; 2025Q1: 3,332 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,514 shares; 2026Q2: 3,318 shares 3,318 $274K 0.03% -196 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 824 shares; 2025Q4: 826 shares; 2026Q1: 978 shares; 2026Q2: 980 shares 980 $274K 0.03% +2 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: 2,118 shares; 2024Q4: 2,138 shares; 2025Q1: 2,381 shares; 2025Q2: 2,382 shares; 2025Q3: 2,410 shares; 2025Q4: 2,459 shares; 2026Q1: 2,390 shares; 2026Q2: 2,330 shares 2,330 $272K 0.03% -60 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,878 shares; 2025Q2: 1,904 shares; 2025Q3: 1,784 shares; 2025Q4: 1,673 shares; 2026Q1: 1,661 shares; 2026Q2: 1,420 shares 1,420 $270K 0.03% -241 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: 1,207 shares 1,207 $270K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,307 shares; 2025Q1: 3,309 shares; 2025Q2: 3,290 shares; 2025Q3: 3,070 shares; 2025Q4: 3,085 shares; 2026Q1: 3,090 shares; 2026Q2: 3,096 shares 3,096 $269K 0.03% +6 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: 2,272 shares; 2024Q4: 2,293 shares; 2025Q1: 2,292 shares; 2025Q2: 2,276 shares; 2025Q3: 2,274 shares; 2025Q4: 2,293 shares; 2026Q1: 2,275 shares; 2026Q2: 2,295 shares 2,295 $269K 0.03% +20 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,201 shares; 2024Q4: 4,201 shares; 2025Q1: 4,201 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares; 2026Q2: 4,201 shares 4,201 $269K 0.03% 0 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: 199 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 230 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $267K 0.03% 0 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: 1,207 shares 1,207 $267K 0.03% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,258 shares; 2026Q2: 1,257 shares 1,257 $266K 0.03% -1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 2,452 shares; 2026Q2: 2,452 shares 2,452 $261K 0.03% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,686 shares; 2024Q4: 1,719 shares; 2025Q1: 1,672 shares; 2025Q2: 1,673 shares; 2025Q3: 1,479 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares 1,480 $260K 0.03% 0 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: 1,100 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 2,686 shares; 2026Q2: 2,824 shares 2,824 $260K 0.03% +138 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 906 shares; 2025Q1: 896 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 901 shares; 2026Q1: 921 shares; 2026Q2: 818 shares 818 $258K 0.03% -103 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: 3,703 shares; 2024Q4: 3,354 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,197 shares 3,197 $258K 0.03% -7 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,758 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 3,430 shares; 2026Q1: 2,817 shares; 2026Q2: 2,835 shares 2,835 $252K 0.03% +18 Timeline ROBO 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: not reported; 2026Q1: not reported; 2026Q2: 2,940 shares 2,940 $252K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares; 2026Q2: 2,262 shares 2,262 $250K 0.03% +215 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: 2,534 shares; 2024Q4: 2,554 shares; 2025Q1: 2,563 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,473 shares; 2026Q1: 2,503 shares; 2026Q2: 2,504 shares 2,504 $241K 0.02% +1 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: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,000 shares; 2025Q2: 870 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 2,984 shares 2,984 $240K 0.02% +2,238 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 3,384 shares; 2025Q1: 3,280 shares; 2025Q2: 3,226 shares; 2025Q3: 3,268 shares; 2025Q4: 3,266 shares; 2026Q1: 3,231 shares; 2026Q2: 2,935 shares 2,935 $230K 0.02% -296 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: 1,442 shares; 2024Q4: 1,519 shares; 2025Q1: 1,618 shares; 2025Q2: 1,444 shares; 2025Q3: 1,446 shares; 2025Q4: 1,448 shares; 2026Q1: 1,450 shares; 2026Q2: 1,418 shares 1,418 $230K 0.02% -32 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares 1,148 $227K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,039 shares; 2025Q1: 1,028 shares; 2025Q2: 1,044 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 721 shares 721 $226K 0.02% -300 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares; 2026Q1: 1,543 shares; 2026Q2: 1,543 shares 1,543 $225K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $222K 0.02% 0 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: 2,304 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,381 shares; 2025Q4: 2,474 shares; 2026Q1: 2,638 shares; 2026Q2: 2,430 shares 2,430 $216K 0.02% -208 Timeline VBK 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: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 684 shares; 2025Q3: 648 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581 $213K 0.02% 0 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $213K 0.02% 0 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,848 shares; 2025Q2: 2,848 shares; 2025Q3: 2,848 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares; 2026Q2: 5,280 shares 5,280 $212K 0.02% +2,276 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,842 shares; 2024Q4: 3,848 shares; 2025Q1: 3,628 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,635 shares; 2026Q1: 3,274 shares; 2026Q2: 2,863 shares 2,863 $210K 0.02% -411 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: 1,212 shares 1,212 $207K 0.02% new 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: 793 shares; 2024Q4: 806 shares; 2025Q1: 795 shares; 2025Q2: 818 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 803 shares 803 $205K 0.02% -14 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: 959 shares; 2024Q4: 862 shares; 2025Q1: 784 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 927 shares; 2026Q1: 931 shares; 2026Q2: 942 shares 942 $204K 0.02% +11 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 2,445 shares; 2025Q1: 2,446 shares; 2025Q2: 2,260 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,259 shares; 2026Q2: 2,259 shares 2,259 $204K 0.02% 0 Timeline TFI 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: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 1,473 shares; 2026Q1: 4,426 shares; 2026Q2: 4,426 shares 4,426 $203K 0.02% 0 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: 5,151 shares; 2024Q4: 5,174 shares; 2025Q1: 4,234 shares; 2025Q2: 3,907 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares; 2026Q1: 3,966 shares; 2026Q2: 3,966 shares 3,966 $202K 0.02% 0 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: 14,641 shares; 2024Q4: 14,641 shares; 2025Q1: 4,291 shares; 2025Q2: 4,294 shares; 2025Q3: 2,385 shares; 2025Q4: 4,578 shares; 2026Q1: 4,359 shares; 2026Q2: 3,957 shares 3,957 $201K 0.02% -402 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 857 shares 857 $200K 0.02% +40 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,207 shares; 2026Q2: 2,155 shares 2,155 $198K 0.02% -52 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 3,682 shares; 2025Q1: 3,252 shares; 2025Q2: 3,376 shares; 2025Q3: 3,281 shares; 2025Q4: 3,203 shares; 2026Q1: 3,393 shares; 2026Q2: 3,412 shares 3,412 $197K 0.02% +19 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 803 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $196K 0.02% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 438 shares; 2025Q1: 457 shares; 2025Q2: 14,171 shares; 2025Q3: 11,099 shares; 2025Q4: 76 shares; 2026Q1: 11,067 shares; 2026Q2: 11,067 shares 11,067 $196K 0.02% 0 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: 1,253 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,332 shares; 2025Q3: 1,219 shares; 2025Q4: 1,220 shares; 2026Q1: 1,165 shares; 2026Q2: 1,145 shares 1,145 $194K 0.02% -20 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 1,006 shares; 2025Q2: 1,079 shares; 2025Q3: 1,087 shares; 2025Q4: 1,093 shares; 2026Q1: 1,099 shares; 2026Q2: 1,107 shares 1,107 $193K 0.02% +8 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 941 shares 941 $184K 0.02% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,939 shares; 2024Q4: 8,944 shares; 2025Q1: 8,950 shares; 2025Q2: 6,993 shares; 2025Q3: 6,838 shares; 2025Q4: 6,561 shares; 2026Q1: 6,567 shares; 2026Q2: 6,573 shares 6,573 $181K 0.02% +6 Timeline JSMD 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: 1,601 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,787 shares; 2026Q2: 1,787 shares 1,787 $181K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 427 shares; 2025Q1: 379 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 851 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $177K 0.02% 0 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $175K 0.02% 0 Timeline PBP 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: 7,501 shares; 2024Q4: 7,501 shares; 2025Q1: 7,501 shares; 2025Q2: 7,522 shares; 2025Q3: 7,538 shares; 2025Q4: 7,564 shares; 2026Q1: 7,584 shares; 2026Q2: 7,606 shares 7,606 $174K 0.02% +22 Timeline SPSB 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: 7,587 shares; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 5,621 shares; 2025Q4: 5,675 shares; 2026Q1: 5,701 shares; 2026Q2: 5,741 shares 5,741 $172K 0.02% +40 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,613 shares; 2024Q4: 2,666 shares; 2025Q1: 2,726 shares; 2025Q2: 2,776 shares; 2025Q3: 2,828 shares; 2025Q4: 2,885 shares; 2026Q1: 2,939 shares; 2026Q2: 2,996 shares 2,996 $169K 0.02% +57 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: 1,101 shares; 2024Q4: 1,102 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,760 shares 1,760 $168K 0.02% -90 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 1,901 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares; 2026Q2: 1,901 shares 1,901 $168K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,277 shares; 2025Q1: 1,276 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,431 shares; 2026Q2: 1,319 shares 1,319 $167K 0.02% -112 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: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 1,779 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $167K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares; 2026Q2: 1,924 shares 1,924 $167K 0.02% -381 Timeline GWX 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: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,825 shares; 2026Q2: 3,825 shares 3,825 $167K 0.02% 0 Timeline IDHQ 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: 2,568 shares; 2024Q4: 2,575 shares; 2025Q1: 2,117 shares; 2025Q2: 3,010 shares; 2025Q3: 3,784 shares; 2025Q4: 3,792 shares; 2026Q1: 3,801 shares; 2026Q2: 3,810 shares 3,810 $167K 0.02% +9 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: 756 shares; 2024Q4: 787 shares; 2025Q1: 774 shares; 2025Q2: 843 shares; 2025Q3: 1,018 shares; 2025Q4: 939 shares; 2026Q1: 719 shares; 2026Q2: 1,054 shares 1,054 $165K 0.02% +335 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: not reported; 2024Q4: not reported; 2025Q1: 1,254 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,769 shares; 2026Q1: 2,375 shares; 2026Q2: 2,375 shares 2,375 $163K 0.02% 0 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: 610 shares; 2024Q4: 680 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 683 shares 683 $162K 0.02% +1 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 808 shares; 2025Q2: 862 shares; 2025Q3: 793 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $160K 0.02% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,327 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,404 shares 1,404 $159K 0.02% +108 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares; 2026Q2: 2,134 shares 2,134 $157K 0.02% 0 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 201 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 183 shares 183 $157K 0.02% +13 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,027 shares; 2026Q2: 974 shares 974 $156K 0.02% -53 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 32,161 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $154K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 482 shares; 2025Q1: 479 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $153K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,309 shares; 2025Q1: 1,369 shares; 2025Q2: 1,638 shares; 2025Q3: 1,633 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares; 2026Q2: 1,455 shares 1,455 $151K 0.02% +56 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 2,721 shares; 2026Q1: 3,195 shares; 2026Q2: 3,627 shares 3,627 $151K 0.02% +432 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,903 shares; 2026Q2: 1,903 shares 1,903 $149K 0.02% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD 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: 10,765 shares; 2026Q1: 15,079 shares; 2026Q2: 15,079 shares 15,079 $147K 0.01% 0 Timeline OGIG 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: 4,035 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,036 shares; 2026Q1: 3,811 shares; 2026Q2: 3,311 shares 3,311 $147K 0.01% -500 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 740 shares; 2025Q1: 727 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 791 shares; 2026Q1: 696 shares; 2026Q2: 706 shares 706 $145K 0.01% +10 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 279 shares; 2025Q4: 252 shares; 2026Q1: 633 shares; 2026Q2: 1,754 shares 1,754 $145K 0.01% +1,121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,740 shares; 2026Q2: 2,700 shares 2,700 $145K 0.01% +960 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 1,825 shares 1,825 $144K 0.01% +1,418 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: 3,112 shares; 2024Q4: 3,060 shares; 2025Q1: 3,124 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 1,622 shares; 2026Q1: 1,688 shares; 2026Q2: 1,626 shares 1,626 $143K 0.01% -62 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 55 shares; 2026Q2: 855 shares 855 $143K 0.01% +800 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: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $141K 0.01% 0 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: 556 shares; 2024Q4: 560 shares; 2025Q1: 555 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 569 shares 569 $140K 0.01% +2 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: 822 shares; 2024Q4: 896 shares; 2025Q1: 877 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 949 shares; 2026Q1: 1,066 shares; 2026Q2: 1,096 shares 1,096 $139K 0.01% +30 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 2,474 shares; 2026Q2: 2,474 shares 2,474 $139K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares; 2026Q2: 2,062 shares 2,062 $139K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,422 shares; 2025Q1: 1,414 shares; 2025Q2: 1,415 shares; 2025Q3: 1,414 shares; 2025Q4: 1,400 shares; 2026Q1: 1,418 shares; 2026Q2: 1,402 shares 1,402 $138K 0.01% -16 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: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $137K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 651 shares; 2025Q2: 666 shares; 2025Q3: 578 shares; 2025Q4: 459 shares; 2026Q1: 555 shares; 2026Q2: 622 shares 622 $136K 0.01% +67 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,566 shares; 2024Q4: 4,566 shares; 2025Q1: 4,566 shares; 2025Q2: 4,943 shares; 2025Q3: 4,945 shares; 2025Q4: 4,622 shares; 2026Q1: 2,086 shares; 2026Q2: 1,754 shares 1,754 $135K 0.01% -332 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 543 shares 543 $133K 0.01% 0 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: 2,451 shares; 2024Q4: 2,659 shares; 2025Q1: 3,165 shares; 2025Q2: 2,935 shares; 2025Q3: 2,539 shares; 2025Q4: 2,249 shares; 2026Q1: 2,269 shares; 2026Q2: 2,274 shares 2,274 $131K 0.01% +5 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 4,426 shares; 2026Q1: 2,278 shares; 2026Q2: 2,278 shares 2,278 $131K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $130K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,254 shares; 2025Q1: 1,232 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,202 shares 1,202 $130K 0.01% 0 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,023 shares; 2025Q2: 5,060 shares; 2025Q3: 5,112 shares; 2025Q4: 5,208 shares; 2026Q1: 5,258 shares; 2026Q2: 5,302 shares 5,302 $129K 0.01% +44 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: 2,542 shares; 2024Q4: 2,652 shares; 2025Q1: 2,180 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $127K 0.01% 0 Timeline ITDB 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: 2,817 shares; 2026Q1: 3,430 shares; 2026Q2: 3,607 shares 3,607 $126K 0.01% +177 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 599 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $123K 0.01% 0 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: 1,730 shares; 2024Q4: 1,730 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares; 2026Q2: 2,715 shares 2,715 $120K 0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares; 2026Q1: 2,302 shares; 2026Q2: 2,302 shares 2,302 $120K 0.01% 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: 2,652 shares; 2024Q4: 2,915 shares; 2025Q1: 3,291 shares; 2025Q2: 2,995 shares; 2025Q3: 3,120 shares; 2025Q4: 3,267 shares; 2026Q1: 3,002 shares; 2026Q2: 2,812 shares 2,812 $119K 0.01% -190 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 242 shares; 2025Q1: 238 shares; 2025Q2: 225 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 225 shares 225 $118K 0.01% -3 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $115K 0.01% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 9,534 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $113K 0.01% 0 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: 804 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 819 shares 819 $112K 0.01% +15 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: 1,959 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,256 shares; 2026Q1: 2,264 shares; 2026Q2: 2,256 shares 2,256 $112K 0.01% -8 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,310 shares; 2026Q2: 2,209 shares 2,209 $111K 0.01% -101 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $111K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,200 shares; 2025Q2: 3,454 shares; 2025Q3: 3,423 shares; 2025Q4: 3,535 shares; 2026Q1: 3,461 shares; 2026Q2: 3,266 shares 3,266 $111K 0.01% -195 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 207 shares; 2026Q1: 468 shares; 2026Q2: 446 shares 446 $111K 0.01% -22 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526 shares; 2024Q4: 1,423 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 755 shares; 2026Q1: 781 shares; 2026Q2: 667 shares 667 $109K 0.01% -114 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 25 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 29 shares; 2026Q2: 613 shares 613 $109K 0.01% +584 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 15 shares; 2026Q2: 16 shares 16 $109K 0.01% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 664 shares; 2025Q1: 678 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 620 shares; 2026Q1: 502 shares; 2026Q2: 408 shares 408 $107K 0.01% -94 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 916 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $107K 0.01% 0 Timeline KOMP 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $105K 0.01% 0 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: 466 shares; 2024Q4: 482 shares; 2025Q1: 475 shares; 2025Q2: 493 shares; 2025Q3: 498 shares; 2025Q4: 6 shares; 2026Q1: 774 shares; 2026Q2: 688 shares 688 $104K 0.01% -86 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 763 shares; 2025Q1: 671 shares; 2025Q2: 585 shares; 2025Q3: 609 shares; 2025Q4: 695 shares; 2026Q1: 609 shares; 2026Q2: 586 shares 586 $103K 0.01% -23 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,295 shares; 2025Q2: 2,080 shares; 2025Q3: 2,286 shares; 2025Q4: 2,286 shares; 2026Q1: 1,729 shares; 2026Q2: 1,254 shares 1,254 $103K 0.01% -475 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 1,022 shares; 2025Q4: 847 shares; 2026Q1: 342 shares; 2026Q2: 325 shares 325 $103K 0.01% -17 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 567 shares; 2025Q2: 540 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 854 shares; 2026Q2: 662 shares 662 $102K 0.01% -192 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 310 shares; 2025Q3: 308 shares; 2025Q4: 318 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $102K 0.01% 0 Timeline HELO 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $102K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,345 shares; 2025Q1: 2,446 shares; 2025Q2: 2,081 shares; 2025Q3: 2,088 shares; 2025Q4: 2,289 shares; 2026Q1: 2,503 shares; 2026Q2: 2,177 shares 2,177 $101K 0.01% -326 Timeline EAGG 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: 143,917 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $100K 0.01% 0 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: 1,175 shares; 2024Q4: 1,323 shares; 2025Q1: 1,293 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 1,247 shares 1,247 $100K 0.01% -54 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 651 shares; 2025Q1: 658 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 560 shares; 2026Q1: 397 shares; 2026Q2: 296 shares 296 $100K 0.01% -101 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 476 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $100K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $99K 0.01% 0 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $99K 0.01% 0 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: 1,122 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,067 shares 1,067 $98K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 4,690 shares; 2025Q1: 5,553 shares; 2025Q2: 5,194 shares; 2025Q3: 4,696 shares; 2025Q4: 3,699 shares; 2026Q1: 3,845 shares; 2026Q2: 3,943 shares 3,943 $97K 0.01% +98 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 206 shares; 2025Q1: 220 shares; 2025Q2: 206 shares; 2025Q3: 251 shares; 2025Q4: 262 shares; 2026Q1: 250 shares; 2026Q2: 251 shares 251 $97K 0.01% +1 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 241 shares; 2026Q2: 240 shares 240 $97K 0.01% -1 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $97K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 524 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 851 shares; 2025Q4: 852 shares; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $96K 0.01% 0 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,798 shares; 2026Q1: 2,798 shares; 2026Q2: 2,798 shares 2,798 $96K 0.01% 0 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: 393 shares; 2024Q4: 393 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $95K 0.01% 0 Timeline SCHC 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: 1,439 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $95K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 618 shares; 2025Q1: 684 shares; 2025Q2: 650 shares; 2025Q3: 652 shares; 2025Q4: 653 shares; 2026Q1: 690 shares; 2026Q2: 692 shares 692 $94K 0.01% +2 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 391 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $94K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 298 shares; 2025Q1: 1,139 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $94K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: 410 shares; 2025Q1: 640 shares; 2025Q2: 764 shares; 2025Q3: 725 shares; 2025Q4: 722 shares; 2026Q1: 640 shares; 2026Q2: 717 shares 717 $94K 0.01% +77 Timeline VOOV 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: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $94K 0.01% 0 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: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 378 shares; 2026Q1: 330 shares; 2026Q2: 391 shares 391 $93K 0.01% +61 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 199 shares; 2025Q1: 187 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 265 shares; 2026Q1: 287 shares; 2026Q2: 291 shares 291 $93K 0.01% +4 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 411 shares; 2026Q2: 416 shares 416 $93K 0.01% +5 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares; 2026Q2: 1,232 shares 1,232 $93K 0.01% 0 Timeline RDWR RADWARE LTD More: the full row for RADWARE 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: 3,000 shares; 2026Q2: 3,000 shares 3,000 $93K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 444 shares; 2026Q2: 443 shares 443 $91K 0.01% -1 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 132 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 123 shares; 2026Q2: 979 shares 979 $90K 0.01% +856 Timeline DGICA DONEGAL GROUP INC More: the full row for DONEGAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 216 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 238 shares; 2025Q4: 991 shares; 2026Q1: 238 shares; 2026Q2: 4,746 shares 4,746 $90K 0.01% +4,508 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: 4,236 shares; 2024Q4: 4,818 shares; 2025Q1: 5,485 shares; 2025Q2: 5,610 shares; 2025Q3: 5,522 shares; 2025Q4: 5,475 shares; 2026Q1: 5,117 shares; 2026Q2: 4,292 shares 4,292 $89K 0.01% -825 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 37 shares; 2025Q2: 21 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 91 shares; 2026Q2: 86 shares 86 $89K 0.01% -5 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,649 shares; 2025Q1: 3,707 shares; 2025Q2: 3,774 shares; 2025Q3: 3,846 shares; 2025Q4: 3,922 shares; 2026Q1: 4,550 shares; 2026Q2: 4,626 shares 4,626 $88K 0.01% +76 Timeline MLPA 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: 1,079 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $88K 0.01% 0 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 245 shares; 2025Q2: 241 shares; 2025Q3: 243 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 234 shares 234 $87K 0.01% -8 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 257 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 258 shares; 2026Q1: 261 shares; 2026Q2: 1,299 shares 1,299 $86K 0.01% +1,038 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: 928 shares; 2024Q4: 763 shares; 2025Q1: 716 shares; 2025Q2: 715 shares; 2025Q3: 579 shares; 2025Q4: 772 shares; 2026Q1: 827 shares; 2026Q2: 935 shares 935 $86K 0.01% +108 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 687 shares; 2025Q1: 1,021 shares; 2025Q2: 902 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $85K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 187 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 328 shares; 2026Q1: 357 shares; 2026Q2: 368 shares 368 $84K 0.01% +11 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 1,076 shares; 2025Q4: 1,085 shares; 2026Q1: 1,294 shares; 2026Q2: 2,297 shares 2,297 $84K 0.01% +1,003 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 208 shares; 2025Q1: 218 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $83K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $83K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 5 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $83K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 347 shares; 2025Q1: 335 shares; 2025Q2: 349 shares; 2025Q3: 308 shares; 2025Q4: 1,219 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $82K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,428 shares; 2025Q1: 1,410 shares; 2025Q2: 924 shares; 2025Q3: 558 shares; 2025Q4: 553 shares; 2026Q1: 537 shares; 2026Q2: 540 shares 540 $82K 0.01% +3 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: 242 shares; 2024Q4: 242 shares; 2025Q1: 246 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 167 shares 167 $82K 0.01% -19 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 540 shares 540 $82K 0.01% +9 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 541 shares; 2025Q1: 499 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 541 shares; 2026Q2: 497 shares 497 $81K 0.01% -44 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: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 158 shares; 2025Q3: 197 shares; 2025Q4: 141 shares; 2026Q1: 191 shares; 2026Q2: 181 shares 181 $81K 0.01% -10 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 575 shares; 2025Q1: 578 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 254 shares 254 $80K 0.01% -12 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $79K 0.01% 0 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: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $78K 0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 2,103 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 2,098 shares 2,098 $78K 0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $78K 0.01% 0 Timeline PFXF 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: 1,505 shares; 2025Q3: 2,954 shares; 2025Q4: 4,347 shares; 2026Q1: 4,347 shares; 2026Q2: 4,347 shares 4,347 $78K 0.01% 0 Timeline DFIV 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: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $77K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 602 shares; 2025Q2: 533 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $77K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,365 shares; 2025Q1: 1,334 shares; 2025Q2: 1,257 shares; 2025Q3: 1,259 shares; 2025Q4: 1,260 shares; 2026Q1: 1,261 shares; 2026Q2: 1,262 shares 1,262 $76K 0.01% +1 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 884 shares; 2025Q1: 788 shares; 2025Q2: 813 shares; 2025Q3: 849 shares; 2025Q4: 788 shares; 2026Q1: 871 shares; 2026Q2: 788 shares 788 $76K 0.01% -83 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: 1,441 shares; 2024Q4: 1,190 shares; 2025Q1: 1,187 shares; 2025Q2: 1,253 shares; 2025Q3: 1,271 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares; 2026Q2: 1,202 shares 1,202 $76K 0.01% -67 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: 261 shares; 2024Q4: 653 shares; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: 576 shares; 2025Q4: 626 shares; 2026Q1: 17 shares; 2026Q2: 2,189 shares 2,189 $76K 0.01% +2,172 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 791 shares; 2025Q1: 947 shares; 2025Q2: 962 shares; 2025Q3: 961 shares; 2025Q4: 931 shares; 2026Q1: 1,078 shares; 2026Q2: 1,038 shares 1,038 $75K 0.01% -40 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $75K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,268 shares; 2026Q2: 1,061 shares 1,061 $75K 0.01% -207 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 342 shares; 2025Q1: 382 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $75K 0.01% 0 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: 256 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 252 shares 252 $74K 0.01% -300 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 63 shares; 2025Q4: 64 shares; 2026Q1: 67 shares; 2026Q2: 62 shares 62 $73K 0.01% -5 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: 248 shares; 2025Q1: 244 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 298 shares; 2026Q1: 420 shares; 2026Q2: 422 shares 422 $72K 0.01% +2 Timeline SPHD 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: 3,572 shares; 2024Q4: 3,097 shares; 2025Q1: 2,929 shares; 2025Q2: 2,933 shares; 2025Q3: 2,057 shares; 2025Q4: 2,063 shares; 2026Q1: 1,548 shares; 2026Q2: 1,412 shares 1,412 $72K 0.01% -136 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: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $72K 0.01% 0 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS 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: 5,000 shares; 2026Q2: 5,000 shares 5,000 $71K 0.01% 0 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: 11 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 31 shares 31 $70K 0.01% +22 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $70K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 955 shares; 2025Q1: 965 shares; 2025Q2: 1,144 shares; 2025Q3: 961 shares; 2025Q4: 1,291 shares; 2026Q1: 1,319 shares; 2026Q2: 1,221 shares 1,221 $70K 0.01% -98 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,161 shares; 2025Q1: 1,173 shares; 2025Q2: 1,214 shares; 2025Q3: 781 shares; 2025Q4: 850 shares; 2026Q1: 748 shares; 2026Q2: 552 shares 552 $69K 0.01% -196 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares; 2026Q2: 2,000 shares 2,000 $69K 0.01% +32 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 900 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 905 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $69K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 297 shares; 2026Q1: 282 shares; 2026Q2: 272 shares 272 $68K 0.01% -10 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 113 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $68K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 3 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $68K 0.01% 0 Timeline VSS 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: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $67K 0.01% 0 Timeline SOXQ 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: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $67K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 208 shares; 2025Q1: 182 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $66K 0.01% 0 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: 366 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 549 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 551 shares; 2026Q2: 467 shares 467 $65K 0.01% -84 Timeline CDXS CODEXIS INC More: the full row for CODEXIS 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: 28,890 shares; 2026Q2: 28,890 shares 28,890 $65K 0.01% 0 Timeline ITDE 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: 1,475 shares; 2026Q1: 1,475 shares; 2026Q2: 1,619 shares 1,619 $65K 0.01% +144 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: 77 shares; 2024Q4: 156 shares; 2025Q1: 152 shares; 2025Q2: 118 shares; 2025Q3: 112 shares; 2025Q4: 114 shares; 2026Q1: 235 shares; 2026Q2: 188 shares 188 $64K 0.01% -47 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482 shares; 2024Q4: 501 shares; 2025Q1: 470 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $64K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 1,060 shares; 2025Q1: 1,092 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,088 shares; 2026Q2: 1,039 shares 1,039 $64K 0.01% -49 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 166 shares; 2025Q1: 98 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 525 shares 525 $64K 0.01% +360 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 8 shares; 2025Q2: 986 shares; 2025Q3: 633 shares; 2025Q4: 943 shares; 2026Q1: 1,067 shares; 2026Q2: 1,356 shares 1,356 $63K 0.01% +289 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 382 shares; 2025Q1: 379 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 370 shares; 2026Q2: 357 shares 357 $63K 0.01% -13 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 89 shares; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $62K 0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $61K 0.01% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $61K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 546 shares; 2025Q1: 783 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 781 shares; 2026Q1: 786 shares; 2026Q2: 784 shares 784 $60K 0.01% -2 Timeline VIOO 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $60K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,728 shares; 2024Q4: 1,738 shares; 2025Q1: 2,504 shares; 2025Q2: 2,570 shares; 2025Q3: 2,580 shares; 2025Q4: 2,590 shares; 2026Q1: 2,600 shares; 2026Q2: 2,609 shares 2,609 $60K 0.01% +9 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares; 2026Q2: 503 shares 503 $60K 0.01% 0 Timeline VTWO 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: 886 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $59K 0.01% 0 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: 520 shares; 2024Q4: 527 shares; 2025Q1: 641 shares; 2025Q2: 617 shares; 2025Q3: 613 shares; 2025Q4: 700 shares; 2026Q1: 494 shares; 2026Q2: 526 shares 526 $58K 0.01% +32 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $58K 0.01% 0 Timeline SCHK 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: 800 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $58K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 87 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 89 shares; 2025Q4: 132 shares; 2026Q1: 200 shares; 2026Q2: 166 shares 166 $57K 0.01% -34 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 466 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 546 shares; 2026Q1: 615 shares; 2026Q2: 750 shares 750 $57K 0.01% +135 Timeline NGVC NATURAL GROCERS BY VITAMIN More: the full row for NATURAL GROCERS BY VITAMIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,853 shares 1,853 $57K 0.01% +100 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 1,409 shares; 2026Q2: 1,409 shares 1,409 $57K 0.01% 0 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 79 shares; 2025Q2: 78 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 84 shares; 2026Q2: 74 shares 74 $56K 0.01% -10 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $56K 0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,805 shares; 2025Q4: 1,733 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $56K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $55K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares 359 $54K 0.01% new Timeline