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: 3,531,095 shares; 2024Q4: 3,540,572 shares; 2025Q1: 3,692,715 shares; 2025Q2: 3,772,865 shares; 2025Q3: 3,838,024 shares; 2025Q4: 3,816,895 shares; 2026Q1: 3,975,707 shares; 2026Q2: 4,003,540 shares 4,003,540 $352M 8.11% +27,833 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: 210,626 shares; 2024Q4: 216,289 shares; 2025Q1: 223,051 shares; 2025Q2: 205,354 shares; 2025Q3: 211,654 shares; 2025Q4: 203,887 shares; 2026Q1: 185,934 shares; 2026Q2: 219,719 shares 219,719 $165M 3.79% +33,785 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,902,729 shares; 2024Q4: 1,970,788 shares; 2025Q1: 2,217,830 shares; 2025Q2: 2,440,985 shares; 2025Q3: 2,785,650 shares; 2025Q4: 2,886,258 shares; 2026Q1: 3,152,490 shares; 2026Q2: 3,506,392 shares 3,506,392 $160M 3.68% +353,902 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: 1,227,512 shares; 2024Q4: 1,265,413 shares; 2025Q1: 1,358,162 shares; 2025Q2: 1,243,140 shares; 2025Q3: 1,267,347 shares; 2025Q4: 1,266,698 shares; 2026Q1: 1,322,097 shares; 2026Q2: 1,343,998 shares 1,343,998 $130M 2.99% +21,901 Timeline SPIB 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: 422,601 shares; 2024Q4: 431,763 shares; 2025Q1: 1,470,221 shares; 2025Q2: 1,431,982 shares; 2025Q3: 1,721,784 shares; 2025Q4: 1,713,954 shares; 2026Q1: 2,520,753 shares; 2026Q2: 2,637,621 shares 2,637,621 $88.3M 2.03% +116,868 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 300 shares; 2025Q4: 1,491 shares; 2026Q1: 695,950 shares; 2026Q2: 688,862 shares 688,862 $88M 2.03% -7,088 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: 936,587 shares; 2024Q4: 953,845 shares; 2025Q1: 906,484 shares; 2025Q2: 976,670 shares; 2025Q3: 1,008,374 shares; 2025Q4: 1,023,321 shares; 2026Q1: 1,040,370 shares; 2026Q2: 997,515 shares 997,515 $82.6M 1.9% -42,855 Timeline JCPB 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: 565,009 shares; 2024Q4: 619,148 shares; 2025Q1: 1,100,599 shares; 2025Q2: 1,250,002 shares; 2025Q3: 1,387,594 shares; 2025Q4: 1,446,055 shares; 2026Q1: 1,552,515 shares; 2026Q2: 1,661,909 shares 1,661,909 $78M 1.8% +109,394 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 838 shares; 2025Q1: 1,886,630 shares; 2025Q2: 1,760,733 shares; 2025Q3: 1,797,575 shares; 2025Q4: 1,803,707 shares; 2026Q1: 1,839,476 shares; 2026Q2: 1,862,959 shares 1,862,959 $75.6M 1.74% +23,483 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159,214 shares; 2024Q4: 2,195,217 shares; 2025Q1: 2,485,292 shares; 2025Q2: 2,516,422 shares; 2025Q3: 2,717,011 shares; 2025Q4: 2,733,805 shares; 2026Q1: 2,970,151 shares; 2026Q2: 3,047,739 shares 3,047,739 $72.4M 1.67% +77,588 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,944 shares; 2024Q4: 38,646 shares; 2025Q1: 617,457 shares; 2025Q2: 1,335,749 shares; 2025Q3: 1,412,767 shares; 2025Q4: 1,436,571 shares; 2026Q1: 1,600,542 shares; 2026Q2: 1,619,997 shares 1,619,997 $69.2M 1.59% +19,455 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: 226,702 shares; 2024Q4: 501,168 shares; 2025Q1: 556,205 shares; 2025Q2: 540,412 shares; 2025Q3: 593,493 shares; 2025Q4: 713,555 shares; 2026Q1: 760,204 shares; 2026Q2: 808,296 shares 808,296 $63M 1.45% +48,092 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,263 shares; 2025Q1: 250,997 shares; 2025Q2: 537,908 shares; 2025Q3: 821,675 shares; 2025Q4: 937,476 shares; 2026Q1: 1,090,336 shares; 2026Q2: 1,190,333 shares 1,190,333 $60.6M 1.4% +99,997 Timeline SPHY 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: 1,956,771 shares; 2024Q4: 1,984,963 shares; 2025Q1: 2,151,545 shares; 2025Q2: 2,222,540 shares; 2025Q3: 2,299,700 shares; 2025Q4: 2,346,579 shares; 2026Q1: 2,383,246 shares; 2026Q2: 2,566,978 shares 2,566,978 $60.2M 1.39% +183,732 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: 203,221 shares; 2024Q4: 203,564 shares; 2025Q1: 197,230 shares; 2025Q2: 196,885 shares; 2025Q3: 202,071 shares; 2025Q4: 203,373 shares; 2026Q1: 199,681 shares; 2026Q2: 195,454 shares 195,454 $56.6M 1.3% -4,227 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: 110,988 shares; 2024Q4: 115,631 shares; 2025Q1: 120,108 shares; 2025Q2: 122,518 shares; 2025Q3: 125,000 shares; 2025Q4: 125,079 shares; 2026Q1: 122,592 shares; 2026Q2: 130,483 shares 130,483 $48.7M 1.12% +7,891 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: 359,945 shares; 2024Q4: 354,402 shares; 2025Q1: 335,828 shares; 2025Q2: 336,843 shares; 2025Q3: 341,349 shares; 2025Q4: 333,736 shares; 2026Q1: 285,740 shares; 2026Q2: 288,546 shares 288,546 $47.4M 1.09% +2,806 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 814,633 shares; 2026Q1: 841,857 shares; 2026Q2: 851,673 shares 851,673 $41.1M 0.95% +9,816 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: 186,924 shares; 2024Q4: 187,389 shares; 2025Q1: 198,512 shares; 2025Q2: 259,097 shares; 2025Q3: 266,579 shares; 2025Q4: 280,059 shares; 2026Q1: 294,526 shares; 2026Q2: 297,608 shares 297,608 $40.9M 0.94% +3,082 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: 128,462 shares; 2024Q4: 136,539 shares; 2025Q1: 155,754 shares; 2025Q2: 423,669 shares; 2025Q3: 494,576 shares; 2025Q4: 641,081 shares; 2026Q1: 532,076 shares; 2026Q2: 552,168 shares 552,168 $37.6M 0.87% +20,092 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: 37,487 shares; 2024Q4: 59,558 shares; 2025Q1: 63,627 shares; 2025Q2: 62,225 shares; 2025Q3: 92,647 shares; 2025Q4: 89,678 shares; 2026Q1: 85,506 shares; 2026Q2: 102,987 shares 102,987 $36.8M 0.85% +17,481 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,569 shares; 2024Q4: 82,672 shares; 2025Q1: 195,935 shares; 2025Q2: 300,369 shares; 2025Q3: 367,252 shares; 2025Q4: 415,343 shares; 2026Q1: 455,846 shares; 2026Q2: 578,034 shares 578,034 $35.9M 0.83% +122,188 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: 36,765 shares; 2024Q4: 36,552 shares; 2025Q1: 37,009 shares; 2025Q2: 37,802 shares; 2025Q3: 37,453 shares; 2025Q4: 37,048 shares; 2026Q1: 35,482 shares; 2026Q2: 34,585 shares 34,585 $35M 0.81% -897 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: 224,078 shares; 2024Q4: 225,002 shares; 2025Q1: 249,359 shares; 2025Q2: 403,000 shares; 2025Q3: 402,716 shares; 2025Q4: 414,179 shares; 2026Q1: 459,104 shares; 2026Q2: 453,330 shares 453,330 $34.4M 0.79% -5,774 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,282 shares; 2024Q4: 381,040 shares; 2025Q1: 415,214 shares; 2025Q2: 426,077 shares; 2025Q3: 401,785 shares; 2025Q4: 390,480 shares; 2026Q1: 462,872 shares; 2026Q2: 715,985 shares 715,985 $33M 0.76% +253,113 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,667 shares; 2024Q4: 615,638 shares; 2025Q1: 516,986 shares; 2025Q2: 590,876 shares; 2025Q3: 612,794 shares; 2025Q4: 626,173 shares; 2026Q1: 682,304 shares; 2026Q2: 642,283 shares 642,283 $32.5M 0.75% -40,021 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,163 shares; 2025Q2: 107,012 shares; 2025Q3: 534,105 shares; 2025Q4: 675,557 shares; 2026Q1: 864,447 shares; 2026Q2: 960,188 shares 960,188 $31.2M 0.72% +95,741 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,333 shares; 2025Q1: 116,898 shares; 2025Q2: 316,828 shares; 2025Q3: 362,196 shares; 2025Q4: 432,799 shares; 2026Q1: 958,464 shares; 2026Q2: 1,078,448 shares 1,078,448 $29.6M 0.68% +119,984 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: 98,681 shares; 2024Q4: 87,925 shares; 2025Q1: 89,346 shares; 2025Q2: 91,643 shares; 2025Q3: 67,457 shares; 2025Q4: 75,449 shares; 2026Q1: 76,322 shares; 2026Q2: 75,193 shares 75,193 $28.4M 0.65% -1,129 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,511 shares; 2026Q1: 331,017 shares; 2026Q2: 335,370 shares 335,370 $27.7M 0.64% +4,353 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: 138,168 shares; 2024Q4: 141,443 shares; 2025Q1: 147,133 shares; 2025Q2: 151,798 shares; 2025Q3: 154,124 shares; 2025Q4: 152,156 shares; 2026Q1: 143,812 shares; 2026Q2: 141,743 shares 141,743 $26.9M 0.62% -2,069 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: 144,650 shares; 2024Q4: 131,870 shares; 2025Q1: 148,195 shares; 2025Q2: 152,537 shares; 2025Q3: 214,757 shares; 2025Q4: 228,240 shares; 2026Q1: 226,732 shares; 2026Q2: 224,220 shares 224,220 $26.7M 0.61% -2,512 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 562,924 shares; 2025Q4: 562,631 shares; 2026Q1: 516,536 shares; 2026Q2: 516,643 shares 516,643 $26.2M 0.6% +107 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: 248,340 shares; 2024Q4: 237,484 shares; 2025Q1: 239,725 shares; 2025Q2: 235,069 shares; 2025Q3: 238,331 shares; 2025Q4: 240,153 shares; 2026Q1: 232,602 shares; 2026Q2: 230,262 shares 230,262 $26.1M 0.6% -2,340 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: 114,451 shares; 2024Q4: 115,355 shares; 2025Q1: 118,081 shares; 2025Q2: 123,803 shares; 2025Q3: 126,721 shares; 2025Q4: 126,000 shares; 2026Q1: 122,651 shares; 2026Q2: 121,253 shares 121,253 $25.3M 0.58% -1,398 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: 222,604 shares; 2024Q4: 226,428 shares; 2025Q1: 231,071 shares; 2025Q2: 241,169 shares; 2025Q3: 241,542 shares; 2025Q4: 241,762 shares; 2026Q1: 234,081 shares; 2026Q2: 178,188 shares 178,188 $24.9M 0.57% -55,893 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: 67,493 shares; 2024Q4: 65,030 shares; 2025Q1: 65,656 shares; 2025Q2: 85,921 shares; 2025Q3: 85,944 shares; 2025Q4: 90,021 shares; 2026Q1: 84,789 shares; 2026Q2: 121,129 shares 121,129 $24.2M 0.56% +36,340 Timeline RLY 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: 1,123,774 shares; 2024Q4: 1,120,029 shares; 2025Q1: 646,187 shares; 2025Q2: 660,306 shares; 2025Q3: 667,744 shares; 2025Q4: 706,302 shares; 2026Q1: 696,907 shares; 2026Q2: 701,421 shares 701,421 $24.2M 0.56% +4,514 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,299 shares; 2024Q4: 160,337 shares; 2025Q1: 165,278 shares; 2025Q2: 171,994 shares; 2025Q3: 175,251 shares; 2025Q4: 175,715 shares; 2026Q1: 167,413 shares; 2026Q2: 164,304 shares 164,304 $24M 0.55% -3,109 Timeline MUNI 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: 179,227 shares; 2024Q4: 198,001 shares; 2025Q1: 399,284 shares; 2025Q2: 396,971 shares; 2025Q3: 404,832 shares; 2025Q4: 424,168 shares; 2026Q1: 429,414 shares; 2026Q2: 455,347 shares 455,347 $24M 0.55% +25,933 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 29,030 shares; 2025Q1: 136,159 shares; 2025Q2: 231,454 shares; 2025Q3: 286,260 shares; 2025Q4: 308,969 shares; 2026Q1: 407,450 shares; 2026Q2: 485,351 shares 485,351 $22.9M 0.53% +77,901 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: 30,374 shares; 2024Q4: 27,823 shares; 2025Q1: 32,775 shares; 2025Q2: 33,324 shares; 2025Q3: 38,314 shares; 2025Q4: 38,888 shares; 2026Q1: 42,813 shares; 2026Q2: 264,815 shares 264,815 $22.8M 0.53% +222,002 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: 55,356 shares; 2024Q4: 56,840 shares; 2025Q1: 69,579 shares; 2025Q2: 74,274 shares; 2025Q3: 80,116 shares; 2025Q4: 103,353 shares; 2026Q1: 103,218 shares; 2026Q2: 98,546 shares 98,546 $22.4M 0.52% -4,672 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: 2,788 shares; 2024Q4: 54,927 shares; 2025Q1: 166,503 shares; 2025Q2: 283,811 shares; 2025Q3: 344,621 shares; 2025Q4: 358,539 shares; 2026Q1: 364,862 shares; 2026Q2: 396,571 shares 396,571 $21.4M 0.49% +31,709 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: 90,219 shares; 2024Q4: 87,604 shares; 2025Q1: 92,827 shares; 2025Q2: 95,420 shares; 2025Q3: 95,304 shares; 2025Q4: 94,158 shares; 2026Q1: 91,890 shares; 2026Q2: 87,047 shares 87,047 $20.7M 0.48% -4,843 Timeline TCAF 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: 10,567 shares; 2024Q4: 54,550 shares; 2025Q1: 152,569 shares; 2025Q2: 283,743 shares; 2025Q3: 360,040 shares; 2025Q4: 391,792 shares; 2026Q1: 455,037 shares; 2026Q2: 501,777 shares 501,777 $20.6M 0.48% +46,740 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: 44,536 shares; 2024Q4: 43,271 shares; 2025Q1: 44,227 shares; 2025Q2: 44,797 shares; 2025Q3: 111,807 shares; 2025Q4: 114,223 shares; 2026Q1: 113,891 shares; 2026Q2: 213,540 shares 213,540 $20.6M 0.47% +99,649 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: 54,906 shares; 2024Q4: 51,128 shares; 2025Q1: 57,565 shares; 2025Q2: 59,049 shares; 2025Q3: 70,618 shares; 2025Q4: 83,371 shares; 2026Q1: 90,013 shares; 2026Q2: 93,779 shares 93,779 $20.4M 0.47% +3,766 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: 121,128 shares; 2024Q4: 125,357 shares; 2025Q1: 130,432 shares; 2025Q2: 136,529 shares; 2025Q3: 144,142 shares; 2025Q4: 147,244 shares; 2026Q1: 144,942 shares; 2026Q2: 146,712 shares 146,712 $20.1M 0.46% +1,770 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,305 shares; 2024Q4: 7,718 shares; 2025Q1: 16,541 shares; 2025Q2: 24,545 shares; 2025Q3: 28,889 shares; 2025Q4: 38,035 shares; 2026Q1: 189,270 shares; 2026Q2: 205,091 shares 205,091 $19.8M 0.46% +15,821 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: 47,544 shares; 2024Q4: 48,741 shares; 2025Q1: 50,010 shares; 2025Q2: 51,978 shares; 2025Q3: 54,310 shares; 2025Q4: 55,811 shares; 2026Q1: 56,008 shares; 2026Q2: 57,412 shares 57,412 $19.7M 0.45% +1,404 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,773 shares; 2025Q2: 28,295 shares; 2025Q3: 209,742 shares; 2025Q4: 351,208 shares; 2026Q1: 487,663 shares; 2026Q2: 558,617 shares 558,617 $19.5M 0.45% +70,954 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,518 shares; 2025Q1: 43,472 shares; 2025Q2: 154,632 shares; 2025Q3: 285,136 shares; 2025Q4: 363,888 shares; 2026Q1: 441,659 shares; 2026Q2: 519,389 shares 519,389 $19.5M 0.45% +77,730 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,480 shares; 2024Q4: 131,550 shares; 2025Q1: 150,994 shares; 2025Q2: 191,668 shares; 2025Q3: 322,450 shares; 2025Q4: 334,630 shares; 2026Q1: 346,383 shares; 2026Q2: 355,182 shares 355,182 $18.4M 0.42% +8,799 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: 1,009,250 shares; 2024Q4: 1,009,491 shares; 2025Q1: 100,418 shares; 2025Q2: 185,222 shares; 2025Q3: 195,599 shares; 2025Q4: 218,070 shares; 2026Q1: 222,060 shares; 2026Q2: 237,772 shares 237,772 $18.3M 0.42% +15,712 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,547 shares; 2024Q4: 124,882 shares; 2025Q1: 134,622 shares; 2025Q2: 144,910 shares; 2025Q3: 155,330 shares; 2025Q4: 163,155 shares; 2026Q1: 166,230 shares; 2026Q2: 167,860 shares 167,860 $17.5M 0.4% +1,630 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,239 shares; 2025Q3: 166,611 shares; 2025Q4: 186,708 shares; 2026Q1: 402,514 shares; 2026Q2: 328,627 shares 328,627 $17.3M 0.4% -73,887 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: 82,876 shares; 2024Q4: 85,091 shares; 2025Q1: 88,775 shares; 2025Q2: 95,414 shares; 2025Q3: 103,352 shares; 2025Q4: 108,191 shares; 2026Q1: 112,758 shares; 2026Q2: 117,656 shares 117,656 $17.3M 0.4% +4,898 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,039 shares; 2024Q4: 34,352 shares; 2025Q1: 35,429 shares; 2025Q2: 37,502 shares; 2025Q3: 38,853 shares; 2025Q4: 39,882 shares; 2026Q1: 40,144 shares; 2026Q2: 41,379 shares 41,379 $17.2M 0.4% +1,235 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 2,476 shares; 2026Q1: 2,251 shares; 2026Q2: 304,548 shares 304,548 $16.9M 0.39% +302,297 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571,327 shares 571,327 $16M 0.37% new 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: 56,654 shares; 2024Q4: 55,350 shares; 2025Q1: 54,996 shares; 2025Q2: 52,832 shares; 2025Q3: 50,604 shares; 2025Q4: 50,071 shares; 2026Q1: 49,604 shares; 2026Q2: 48,924 shares 48,924 $16M 0.37% -680 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: 42,702 shares; 2024Q4: 44,510 shares; 2025Q1: 47,810 shares; 2025Q2: 51,471 shares; 2025Q3: 54,399 shares; 2025Q4: 56,092 shares; 2026Q1: 53,886 shares; 2026Q2: 54,905 shares 54,905 $16M 0.37% +1,019 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: 10,695 shares; 2024Q4: 10,695 shares; 2025Q1: 11,206 shares; 2025Q2: 11,206 shares; 2025Q3: 242,443 shares; 2025Q4: 240,793 shares; 2026Q1: 238,840 shares; 2026Q2: 238,377 shares 238,377 $15.9M 0.37% -463 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 14,026 shares; 2025Q1: 45,495 shares; 2025Q2: 81,268 shares; 2025Q3: 94,816 shares; 2025Q4: 102,816 shares; 2026Q1: 116,396 shares; 2026Q2: 125,025 shares 125,025 $15.6M 0.36% +8,629 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: 35,347 shares; 2024Q4: 36,905 shares; 2025Q1: 38,852 shares; 2025Q2: 41,951 shares; 2025Q3: 45,654 shares; 2025Q4: 48,569 shares; 2026Q1: 50,185 shares; 2026Q2: 51,717 shares 51,717 $15.2M 0.35% +1,532 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: 36,498 shares; 2024Q4: 44,424 shares; 2025Q1: 44,655 shares; 2025Q2: 46,882 shares; 2025Q3: 65,756 shares; 2025Q4: 182,506 shares; 2026Q1: 191,791 shares; 2026Q2: 194,572 shares 194,572 $14.9M 0.34% +2,781 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: 27,740 shares; 2024Q4: 28,556 shares; 2025Q1: 28,751 shares; 2025Q2: 33,036 shares; 2025Q3: 32,998 shares; 2025Q4: 32,557 shares; 2026Q1: 30,831 shares; 2026Q2: 29,474 shares 29,474 $14.7M 0.34% -1,357 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: 17,742 shares; 2024Q4: 17,130 shares; 2025Q1: 17,226 shares; 2025Q2: 17,340 shares; 2025Q3: 17,442 shares; 2025Q4: 31,751 shares; 2026Q1: 30,022 shares; 2026Q2: 30,549 shares 30,549 $14.6M 0.34% +527 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: 189,767 shares; 2024Q4: 192,011 shares; 2025Q1: 199,248 shares; 2025Q2: 96,924 shares; 2025Q3: 107,291 shares; 2025Q4: 99,494 shares; 2026Q1: 92,144 shares; 2026Q2: 92,927 shares 92,927 $13.8M 0.32% +783 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,691 shares; 2024Q4: 89,276 shares; 2025Q1: 94,875 shares; 2025Q2: 103,045 shares; 2025Q3: 99,841 shares; 2025Q4: 102,882 shares; 2026Q1: 103,504 shares; 2026Q2: 104,396 shares 104,396 $13.5M 0.31% +892 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: 2,759 shares; 2024Q4: 26,391 shares; 2025Q1: 27,503 shares; 2025Q2: 29,010 shares; 2025Q3: 30,647 shares; 2025Q4: 31,798 shares; 2026Q1: 32,339 shares; 2026Q2: 33,120 shares 33,120 $13.5M 0.31% +781 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: 24,201 shares; 2024Q4: 22,912 shares; 2025Q1: 31,974 shares; 2025Q2: 33,258 shares; 2025Q3: 34,254 shares; 2025Q4: 34,536 shares; 2026Q1: 35,285 shares; 2026Q2: 35,733 shares 35,733 $13.2M 0.3% +448 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: 118,120 shares; 2024Q4: 121,300 shares; 2025Q1: 130,732 shares; 2025Q2: 141,246 shares; 2025Q3: 151,861 shares; 2025Q4: 157,837 shares; 2026Q1: 159,491 shares; 2026Q2: 168,785 shares 168,785 $13.2M 0.3% +9,294 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,231 shares; 2024Q4: 400,950 shares; 2025Q1: 415,547 shares; 2025Q2: 417,477 shares; 2025Q3: 428,855 shares; 2025Q4: 438,750 shares; 2026Q1: 491,674 shares; 2026Q2: 517,732 shares 517,732 $13.2M 0.3% +26,058 Timeline TSPA 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: not reported; 2024Q4: 30,903 shares; 2025Q1: 94,181 shares; 2025Q2: 171,358 shares; 2025Q3: 214,221 shares; 2025Q4: 225,402 shares; 2026Q1: 248,724 shares; 2026Q2: 275,185 shares 275,185 $13.1M 0.3% +26,461 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,942 shares; 2024Q4: 73,633 shares; 2025Q1: 184,933 shares; 2025Q2: 293,201 shares; 2025Q3: 375,706 shares; 2025Q4: 405,814 shares; 2026Q1: 436,792 shares; 2026Q2: 486,183 shares 486,183 $12.9M 0.3% +49,391 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: 2,316 shares; 2024Q4: 3,351 shares; 2025Q1: 10,193 shares; 2025Q2: 24,321 shares; 2025Q3: 44,487 shares; 2025Q4: 98,635 shares; 2026Q1: 127,455 shares; 2026Q2: 137,698 shares 137,698 $12.7M 0.29% +10,243 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: 36,566 shares; 2024Q4: 46,781 shares; 2025Q1: 50,816 shares; 2025Q2: 56,861 shares; 2025Q3: 63,792 shares; 2025Q4: 69,014 shares; 2026Q1: 77,773 shares; 2026Q2: 83,601 shares 83,601 $12.7M 0.29% +5,828 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,518 shares; 2025Q2: 17,866 shares; 2025Q3: 211,916 shares; 2025Q4: 237,017 shares; 2026Q1: 261,089 shares; 2026Q2: 298,241 shares 298,241 $12.6M 0.29% +37,152 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 15,051 shares; 2025Q1: 9,674 shares; 2025Q2: 56,537 shares; 2025Q3: 98,748 shares; 2025Q4: 183,808 shares; 2026Q1: 199,669 shares; 2026Q2: 247,480 shares 247,480 $12.5M 0.29% +47,811 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: 47,122 shares; 2024Q4: 47,271 shares; 2025Q1: 53,295 shares; 2025Q2: 53,774 shares; 2025Q3: 55,859 shares; 2025Q4: 57,147 shares; 2026Q1: 53,546 shares; 2026Q2: 52,948 shares 52,948 $12.5M 0.29% -598 Timeline SPAB 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: 118 shares; 2024Q4: 4,621 shares; 2025Q1: 41,731 shares; 2025Q2: 89,044 shares; 2025Q3: 227,676 shares; 2025Q4: 342,630 shares; 2026Q1: 449,945 shares; 2026Q2: 485,740 shares 485,740 $12.4M 0.29% +35,795 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: 42,680 shares; 2024Q4: 50,877 shares; 2025Q1: 55,090 shares; 2025Q2: 58,793 shares; 2025Q3: 64,152 shares; 2025Q4: 68,594 shares; 2026Q1: 71,886 shares; 2026Q2: 75,234 shares 75,234 $12.3M 0.28% +3,348 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,073 shares; 2025Q3: 14,908 shares; 2025Q4: 21,999 shares; 2026Q1: 33,913 shares; 2026Q2: 39,350 shares 39,350 $12.1M 0.28% +5,437 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: 87,788 shares; 2024Q4: 82,172 shares; 2025Q1: 85,557 shares; 2025Q2: 88,848 shares; 2025Q3: 121,149 shares; 2025Q4: 118,401 shares; 2026Q1: 139,815 shares; 2026Q2: 161,947 shares 161,947 $11.5M 0.27% +22,132 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: 85,361 shares; 2024Q4: 88,675 shares; 2025Q1: 93,742 shares; 2025Q2: 99,463 shares; 2025Q3: 106,874 shares; 2025Q4: 112,202 shares; 2026Q1: 115,884 shares; 2026Q2: 126,703 shares 126,703 $11.5M 0.26% +10,819 Timeline DFAS 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: 1,749 shares; 2024Q4: 484 shares; 2025Q1: 10,686 shares; 2025Q2: 31,280 shares; 2025Q3: 87,099 shares; 2025Q4: 112,511 shares; 2026Q1: 123,092 shares; 2026Q2: 138,463 shares 138,463 $11.4M 0.26% +15,371 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: 5,090 shares; 2024Q4: 5,535 shares; 2025Q1: 9,922 shares; 2025Q2: 21,765 shares; 2025Q3: 97,437 shares; 2025Q4: 107,232 shares; 2026Q1: 125,236 shares; 2026Q2: 136,666 shares 136,666 $11.3M 0.26% +11,430 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,880 shares; 2025Q4: 81,715 shares; 2026Q1: 176,969 shares; 2026Q2: 394,362 shares 394,362 $11.2M 0.26% +217,393 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,441 shares; 2026Q2: 351,015 shares 351,015 $11.2M 0.26% +225,574 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: 33,085 shares; 2024Q4: 32,866 shares; 2025Q1: 74,956 shares; 2025Q2: 81,655 shares; 2025Q3: 108,901 shares; 2025Q4: 109,105 shares; 2026Q1: 30,281 shares; 2026Q2: 30,234 shares 30,234 $11.1M 0.25% -47 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: 32,458 shares; 2024Q4: 20,028 shares; 2025Q1: 43,819 shares; 2025Q2: 54,691 shares; 2025Q3: 94,802 shares; 2025Q4: 95,972 shares; 2026Q1: 107,621 shares; 2026Q2: 106,413 shares 106,413 $11.1M 0.25% -1,208 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,902 shares; 2026Q2: 216,925 shares 216,925 $10.9M 0.25% +117,023 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: 75,412 shares; 2024Q4: 77,890 shares; 2025Q1: 83,630 shares; 2025Q2: 92,062 shares; 2025Q3: 97,106 shares; 2025Q4: 100,249 shares; 2026Q1: 79,449 shares; 2026Q2: 66,442 shares 66,442 $10.8M 0.25% -13,007 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,362 shares; 2024Q4: 118,324 shares; 2025Q1: 207,041 shares; 2025Q2: 274,125 shares; 2025Q3: 279,659 shares; 2025Q4: 291,594 shares; 2026Q1: 279,209 shares; 2026Q2: 306,711 shares 306,711 $10.6M 0.24% +27,502 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: 180,280 shares; 2024Q4: 182,963 shares; 2025Q1: 177,197 shares; 2025Q2: 187,316 shares; 2025Q3: 192,361 shares; 2025Q4: 187,902 shares; 2026Q1: 209,100 shares; 2026Q2: 187,759 shares 187,759 $10.6M 0.24% -21,341 Timeline JAVA 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: 3,183 shares; 2024Q4: 3,195 shares; 2025Q1: 6,942 shares; 2025Q2: 31,637 shares; 2025Q3: 113,395 shares; 2025Q4: 116,375 shares; 2026Q1: 123,849 shares; 2026Q2: 131,393 shares 131,393 $10.4M 0.24% +7,544 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: 29,967 shares; 2024Q4: 30,444 shares; 2025Q1: 33,522 shares; 2025Q2: 31,611 shares; 2025Q3: 32,065 shares; 2025Q4: 30,970 shares; 2026Q1: 30,050 shares; 2026Q2: 28,955 shares 28,955 $10.2M 0.24% -1,095 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,582 shares; 2024Q4: 23,070 shares; 2025Q1: 20,020 shares; 2025Q2: 21,914 shares; 2025Q3: 23,829 shares; 2025Q4: 22,162 shares; 2026Q1: 277,323 shares; 2026Q2: 430,843 shares 430,843 $9.81M 0.23% +153,520 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: 65,054 shares; 2024Q4: 64,107 shares; 2025Q1: 68,988 shares; 2025Q2: 69,405 shares; 2025Q3: 68,430 shares; 2025Q4: 68,402 shares; 2026Q1: 64,175 shares; 2026Q2: 60,150 shares 60,150 $9.51M 0.22% -4,025 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,019 shares; 2024Q4: 187,272 shares; 2025Q1: 169,431 shares; 2025Q2: 106,657 shares; 2025Q3: 107,767 shares; 2025Q4: 99,521 shares; 2026Q1: 98,844 shares; 2026Q2: 103,283 shares 103,283 $9.38M 0.22% +4,439 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: 60,731 shares; 2024Q4: 60,053 shares; 2025Q1: 62,942 shares; 2025Q2: 65,177 shares; 2025Q3: 66,998 shares; 2025Q4: 73,785 shares; 2026Q1: 74,015 shares; 2026Q2: 72,378 shares 72,378 $9.3M 0.21% -1,637 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,688 shares; 2024Q4: 27,746 shares; 2025Q1: 61,163 shares; 2025Q2: 104,254 shares; 2025Q3: 172,131 shares; 2025Q4: 207,363 shares; 2026Q1: 241,872 shares; 2026Q2: 262,173 shares 262,173 $9.18M 0.21% +20,301 Timeline PYLD 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: 28,002 shares; 2024Q4: 49,934 shares; 2025Q1: 27,626 shares; 2025Q2: 37,706 shares; 2025Q3: 116,797 shares; 2025Q4: 153,289 shares; 2026Q1: 218,719 shares; 2026Q2: 343,523 shares 343,523 $9.11M 0.21% +124,804 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: 42,447 shares; 2024Q4: 43,027 shares; 2025Q1: 44,284 shares; 2025Q2: 41,144 shares; 2025Q3: 39,063 shares; 2025Q4: 37,771 shares; 2026Q1: 34,021 shares; 2026Q2: 32,347 shares 32,347 $8.21M 0.19% -1,674 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,517 shares; 2024Q4: 62,936 shares; 2025Q1: 34,980 shares; 2025Q2: 37,886 shares; 2025Q3: 3,966 shares; 2025Q4: 792 shares; 2026Q1: 48,148 shares; 2026Q2: 65,297 shares 65,297 $8.12M 0.19% +17,149 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: 148,194 shares; 2024Q4: 152,725 shares; 2025Q1: 159,780 shares; 2025Q2: 136,894 shares; 2025Q3: 126,003 shares; 2025Q4: 104,397 shares; 2026Q1: 87,259 shares; 2026Q2: 84,966 shares 84,966 $8.11M 0.19% -2,293 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 2,343 shares; 2025Q3: 99,700 shares; 2025Q4: 102,497 shares; 2026Q1: 128,497 shares; 2026Q2: 164,262 shares 164,262 $8.1M 0.19% +35,765 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,018 shares; 2024Q4: 114,829 shares; 2025Q1: 95,824 shares; 2025Q2: 156,401 shares; 2025Q3: 139,592 shares; 2025Q4: 118,996 shares; 2026Q1: 166,701 shares; 2026Q2: 103,493 shares 103,493 $7.92M 0.18% -63,208 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: 42,772 shares; 2024Q4: 42,774 shares; 2025Q1: 45,230 shares; 2025Q2: 44,427 shares; 2025Q3: 44,583 shares; 2025Q4: 47,417 shares; 2026Q1: 47,966 shares; 2026Q2: 47,261 shares 47,261 $7.83M 0.18% -705 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,405 shares; 2024Q4: 54,860 shares; 2025Q1: 51,589 shares; 2025Q2: 54,245 shares; 2025Q3: 59,604 shares; 2025Q4: 60,759 shares; 2026Q1: 68,162 shares; 2026Q2: 82,871 shares 82,871 $7.83M 0.18% +14,709 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 4,002 shares; 2025Q2: 9,259 shares; 2025Q3: 32,443 shares; 2025Q4: 62,059 shares; 2026Q1: 79,593 shares; 2026Q2: 144,762 shares 144,762 $7.17M 0.17% +65,169 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: 60,082 shares; 2024Q4: 60,034 shares; 2025Q1: 60,444 shares; 2025Q2: 61,812 shares; 2025Q3: 62,996 shares; 2025Q4: 63,537 shares; 2026Q1: 65,452 shares; 2026Q2: 60,921 shares 60,921 $7.16M 0.16% -4,531 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: 95,523 shares; 2024Q4: 113,605 shares; 2025Q1: 112,914 shares; 2025Q2: 116,700 shares; 2025Q3: 105,804 shares; 2025Q4: 109,130 shares; 2026Q1: 110,544 shares; 2026Q2: 113,968 shares 113,968 $7M 0.16% +3,424 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: 6,617 shares; 2024Q4: 7,983 shares; 2025Q1: 9,013 shares; 2025Q2: 8,784 shares; 2025Q3: 8,904 shares; 2025Q4: 8,796 shares; 2026Q1: 8,609 shares; 2026Q2: 9,390 shares 9,390 $6.92M 0.16% +781 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: 72,362 shares; 2024Q4: 72,974 shares; 2025Q1: 84,629 shares; 2025Q2: 93,770 shares; 2025Q3: 111,778 shares; 2025Q4: 128,150 shares; 2026Q1: 132,939 shares; 2026Q2: 136,948 shares 136,948 $6.9M 0.16% +4,009 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 40 shares; 2025Q1: 30,131 shares; 2025Q2: 79,459 shares; 2025Q3: 100,481 shares; 2025Q4: 140,252 shares; 2026Q1: 124,852 shares; 2026Q2: 68,168 shares 68,168 $6.84M 0.16% -56,684 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,864 shares; 2025Q1: 11,069 shares; 2025Q2: 12,101 shares; 2025Q3: 13,076 shares; 2025Q4: 20,048 shares; 2026Q1: 23,430 shares; 2026Q2: 19,943 shares 19,943 $6.84M 0.16% -3,487 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: 23,754 shares; 2024Q4: 24,228 shares; 2025Q1: 24,910 shares; 2025Q2: 24,577 shares; 2025Q3: 24,428 shares; 2025Q4: 24,676 shares; 2026Q1: 24,730 shares; 2026Q2: 25,260 shares 25,260 $6.83M 0.16% +530 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,536 shares; 2024Q4: 177,948 shares; 2025Q1: 179,217 shares; 2025Q2: 179,217 shares; 2025Q3: 174,913 shares; 2025Q4: 173,051 shares; 2026Q1: 173,211 shares; 2026Q2: 173,211 shares 173,211 $6.69M 0.15% 0 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: 15,700 shares; 2024Q4: 15,459 shares; 2025Q1: 15,472 shares; 2025Q2: 14,687 shares; 2025Q3: 14,263 shares; 2025Q4: 13,931 shares; 2026Q1: 13,508 shares; 2026Q2: 12,995 shares 12,995 $6.67M 0.15% -513 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: 2,686 shares; 2024Q4: 3,557 shares; 2025Q1: 2,142 shares; 2025Q2: 2,085 shares; 2025Q3: 1,987 shares; 2025Q4: 1,976 shares; 2026Q1: 5,335 shares; 2026Q2: 5,315 shares 5,315 $6.38M 0.15% -20 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,715 shares; 2024Q4: 38,935 shares; 2025Q1: 43,810 shares; 2025Q2: 56,623 shares; 2025Q3: 80,273 shares; 2025Q4: 85,629 shares; 2026Q1: 118,351 shares; 2026Q2: 130,548 shares 130,548 $6.32M 0.15% +12,197 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: 14,466 shares; 2024Q4: 14,272 shares; 2025Q1: 14,641 shares; 2025Q2: 14,070 shares; 2025Q3: 13,479 shares; 2025Q4: 13,372 shares; 2026Q1: 14,254 shares; 2026Q2: 22,146 shares 22,146 $6.23M 0.14% +7,892 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: 761,358 shares; 2024Q4: 768,719 shares; 2025Q1: 660,942 shares; 2025Q2: 684,648 shares; 2025Q3: 94,008 shares; 2025Q4: 94,016 shares; 2026Q1: 107,911 shares; 2026Q2: 121,641 shares 121,641 $6.12M 0.14% +13,730 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: 13,638 shares; 2024Q4: 37,682 shares; 2025Q1: 74,876 shares; 2025Q2: 77,302 shares; 2025Q3: 110,408 shares; 2025Q4: 143,699 shares; 2026Q1: 202,639 shares; 2026Q2: 220,973 shares 220,973 $6.12M 0.14% +18,334 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: 54,705 shares; 2024Q4: 54,514 shares; 2025Q1: 56,004 shares; 2025Q2: 54,928 shares; 2025Q3: 53,102 shares; 2025Q4: 52,324 shares; 2026Q1: 49,703 shares; 2026Q2: 49,201 shares 49,201 $6.06M 0.14% -502 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,450 shares; 2025Q1: 37,655 shares; 2025Q2: 58,441 shares; 2025Q3: 116,154 shares; 2025Q4: 163,078 shares; 2026Q1: 198,988 shares; 2026Q2: 267,958 shares 267,958 $5.97M 0.14% +68,970 Timeline TOUS 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: 28,206 shares; 2024Q4: 31,169 shares; 2025Q1: 32,886 shares; 2025Q2: 35,146 shares; 2025Q3: 39,330 shares; 2025Q4: 79,949 shares; 2026Q1: 123,623 shares; 2026Q2: 152,912 shares 152,912 $5.87M 0.14% +29,289 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,152 shares; 2024Q4: 72,777 shares; 2025Q1: 76,148 shares; 2025Q2: 67,717 shares; 2025Q3: 78,207 shares; 2025Q4: 83,220 shares; 2026Q1: 101,143 shares; 2026Q2: 158,351 shares 158,351 $5.83M 0.13% +57,208 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: 26 shares; 2024Q4: not reported; 2025Q1: 104,432 shares; 2025Q2: 102,725 shares; 2025Q3: 131,202 shares; 2025Q4: 143,485 shares; 2026Q1: 122,413 shares; 2026Q2: 113,781 shares 113,781 $5.8M 0.13% -8,632 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,118 shares; 2025Q2: 136,636 shares; 2025Q3: 155,197 shares; 2025Q4: 147,951 shares; 2026Q1: 188,409 shares; 2026Q2: 163,383 shares 163,383 $5.64M 0.13% -25,026 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: 106,206 shares; 2024Q4: 109,080 shares; 2025Q1: 115,543 shares; 2025Q2: 117,377 shares; 2025Q3: 115,127 shares; 2025Q4: 111,177 shares; 2026Q1: 103,770 shares; 2026Q2: 98,505 shares 98,505 $5.61M 0.13% -5,265 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: 182,668 shares; 2024Q4: 189,391 shares; 2025Q1: 121,735 shares; 2025Q2: 128,528 shares; 2025Q3: 138,218 shares; 2025Q4: 148,571 shares; 2026Q1: 51,032 shares; 2026Q2: 51,949 shares 51,949 $5.59M 0.13% +917 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,411 shares; 2025Q4: 39,313 shares; 2026Q1: 87,443 shares; 2026Q2: 138,685 shares 138,685 $5.57M 0.13% +51,242 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,557 shares 150,557 $5.51M 0.13% new Timeline VTEB 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: 101 shares; 2024Q4: 35 shares; 2025Q1: 7,325 shares; 2025Q2: 10,728 shares; 2025Q3: 67,827 shares; 2025Q4: 76,026 shares; 2026Q1: 113,522 shares; 2026Q2: 108,758 shares 108,758 $5.5M 0.13% -4,764 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,260 shares; 2024Q4: 255,510 shares; 2025Q1: 163,940 shares; 2025Q2: 161,383 shares; 2025Q3: 143,497 shares; 2025Q4: 126,986 shares; 2026Q1: 112,231 shares; 2026Q2: 110,161 shares 110,161 $5.48M 0.13% -2,070 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: 64,703 shares; 2024Q4: 77,153 shares; 2025Q1: 64,144 shares; 2025Q2: 65,849 shares; 2025Q3: 64,162 shares; 2025Q4: 65,196 shares; 2026Q1: 67,593 shares; 2026Q2: 66,777 shares 66,777 $5.43M 0.13% -816 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 4,182 shares; 2025Q1: 4,158 shares; 2025Q2: 7,838 shares; 2025Q3: 7,902 shares; 2025Q4: 10,941 shares; 2026Q1: 10,177 shares; 2026Q2: 9,576 shares 9,576 $5.39M 0.12% -601 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: 7,393 shares; 2024Q4: 7,031 shares; 2025Q1: 6,914 shares; 2025Q2: 6,826 shares; 2025Q3: 6,639 shares; 2025Q4: 6,411 shares; 2026Q1: 6,051 shares; 2026Q2: 5,733 shares 5,733 $5.36M 0.12% -318 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: 9,129 shares; 2024Q4: 26,807 shares; 2025Q1: 123,374 shares; 2025Q2: 117,454 shares; 2025Q3: 173,391 shares; 2025Q4: 173,778 shares; 2026Q1: 143,489 shares; 2026Q2: 69,869 shares 69,869 $5.28M 0.12% -73,620 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 445 shares; 2025Q1: 19,234 shares; 2025Q2: 48,535 shares; 2025Q3: 47,437 shares; 2025Q4: 46,294 shares; 2026Q1: 42,940 shares; 2026Q2: 46,988 shares 46,988 $5.27M 0.12% +4,048 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: 12,820 shares; 2024Q4: 13,466 shares; 2025Q1: 15,285 shares; 2025Q2: 15,151 shares; 2025Q3: 15,316 shares; 2025Q4: 15,509 shares; 2026Q1: 14,520 shares; 2026Q2: 14,386 shares 14,386 $5.07M 0.12% -134 Timeline FFOX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,098 shares; 2025Q3: 99,373 shares; 2025Q4: 158,295 shares; 2026Q1: 160,784 shares; 2026Q2: 164,714 shares 164,714 $4.99M 0.11% +3,930 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: 46,589 shares; 2024Q4: 42,489 shares; 2025Q1: 54,878 shares; 2025Q2: 55,996 shares; 2025Q3: 51,665 shares; 2025Q4: 66,663 shares; 2026Q1: 65,231 shares; 2026Q2: 98,321 shares 98,321 $4.92M 0.11% +33,090 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,597 shares; 2024Q4: 11,092 shares; 2025Q1: 11,530 shares; 2025Q2: 10,442 shares; 2025Q3: 7,596 shares; 2025Q4: 8,474 shares; 2026Q1: 5,992 shares; 2026Q2: 6,586 shares 6,586 $4.92M 0.11% +594 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,650 shares; 2024Q4: 26,599 shares; 2025Q1: 30,809 shares; 2025Q2: 58,783 shares; 2025Q3: 71,891 shares; 2025Q4: 69,912 shares; 2026Q1: 77,333 shares; 2026Q2: 80,207 shares 80,207 $4.88M 0.11% +2,874 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,046 shares; 2025Q1: 14,046 shares; 2025Q2: 1,440 shares; 2025Q3: 72,065 shares; 2025Q4: 108,589 shares; 2026Q1: 132,899 shares; 2026Q2: 187,286 shares 187,286 $4.84M 0.11% +54,387 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: 5,793 shares; 2024Q4: 5,968 shares; 2025Q1: 7,154 shares; 2025Q2: 7,299 shares; 2025Q3: 7,530 shares; 2025Q4: 13,409 shares; 2026Q1: 14,569 shares; 2026Q2: 59,869 shares 59,869 $4.82M 0.11% +45,300 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,489 shares; 2025Q1: 77,450 shares; 2025Q2: 83,416 shares; 2025Q3: 87,146 shares; 2025Q4: 90,916 shares; 2026Q1: 91,522 shares; 2026Q2: 91,023 shares 91,023 $4.76M 0.11% -499 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: 322 shares; 2024Q4: 560 shares; 2025Q1: 548 shares; 2025Q2: 8,979 shares; 2025Q3: 8,733 shares; 2025Q4: 10,966 shares; 2026Q1: 11,522 shares; 2026Q2: 12,686 shares 12,686 $4.74M 0.11% +1,164 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 1,425 shares; 2025Q1: 9,064 shares; 2025Q2: 28,560 shares; 2025Q3: 32,714 shares; 2025Q4: 33,879 shares; 2026Q1: 37,587 shares; 2026Q2: 39,540 shares 39,540 $4.71M 0.11% +1,953 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares; 2026Q2: 219,579 shares 219,579 $4.7M 0.11% +219,167 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,125 shares 93,125 $4.68M 0.11% new 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: 23,173 shares; 2024Q4: 22,750 shares; 2025Q1: 23,097 shares; 2025Q2: 22,367 shares; 2025Q3: 21,817 shares; 2025Q4: 21,714 shares; 2026Q1: 20,217 shares; 2026Q2: 20,941 shares 20,941 $4.62M 0.11% +724 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: 13,783 shares; 2024Q4: 14,201 shares; 2025Q1: 15,590 shares; 2025Q2: 15,879 shares; 2025Q3: 15,535 shares; 2025Q4: 15,023 shares; 2026Q1: 13,680 shares; 2026Q2: 12,773 shares 12,773 $4.53M 0.1% -907 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: 4,148 shares; 2024Q4: 4,302 shares; 2025Q1: 4,743 shares; 2025Q2: 5,039 shares; 2025Q3: 5,077 shares; 2025Q4: 5,130 shares; 2026Q1: 4,841 shares; 2026Q2: 4,338 shares 4,338 $4.52M 0.1% -503 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: 255,448 shares; 2024Q4: 247,448 shares; 2025Q1: 242,198 shares; 2025Q2: 226,838 shares; 2025Q3: 233,528 shares; 2025Q4: 238,058 shares; 2026Q1: 235,648 shares; 2026Q2: 235,498 shares 235,498 $4.5M 0.1% -150 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,385 shares; 2024Q4: 20,225 shares; 2025Q1: 22,751 shares; 2025Q2: 23,499 shares; 2025Q3: 22,999 shares; 2025Q4: 22,121 shares; 2026Q1: 20,401 shares; 2026Q2: 10,339 shares 10,339 $4.46M 0.1% -10,062 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: 145,400 shares; 2024Q4: 145,110 shares; 2025Q1: 141,980 shares; 2025Q2: 133,310 shares; 2025Q3: 138,210 shares; 2025Q4: 140,530 shares; 2026Q1: 137,900 shares; 2026Q2: 121,380 shares 121,380 $4.46M 0.1% -16,520 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: 9,510 shares; 2024Q4: 9,405 shares; 2025Q1: 9,613 shares; 2025Q2: 9,263 shares; 2025Q3: 9,234 shares; 2025Q4: 9,248 shares; 2026Q1: 8,746 shares; 2026Q2: 8,745 shares 8,745 $4.46M 0.1% -1 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: 47,896 shares; 2024Q4: 49,795 shares; 2025Q1: 52,882 shares; 2025Q2: 53,278 shares; 2025Q3: 52,916 shares; 2025Q4: 54,992 shares; 2026Q1: 50,497 shares; 2026Q2: 48,221 shares 48,221 $4.45M 0.1% -2,276 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: 37,565 shares; 2024Q4: 110,976 shares; 2025Q1: 117,670 shares; 2025Q2: 124,241 shares; 2025Q3: 134,503 shares; 2025Q4: 137,827 shares; 2026Q1: 142,673 shares; 2026Q2: 139,852 shares 139,852 $4.43M 0.1% -2,821 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,113 shares; 2025Q4: 11,341 shares; 2026Q1: 54,853 shares; 2026Q2: 116,614 shares 116,614 $4.43M 0.1% +61,761 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: 4,161 shares; 2025Q1: 4,489 shares; 2025Q2: 4,473 shares; 2025Q3: 4,378 shares; 2025Q4: 4,413 shares; 2026Q1: 4,606 shares; 2026Q2: 4,556 shares 4,556 $4.38M 0.1% -50 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,177 shares; 2025Q3: 119,397 shares; 2025Q4: 120,142 shares; 2026Q1: 141,002 shares; 2026Q2: 101,511 shares 101,511 $4.38M 0.1% -39,491 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: 33,958 shares; 2024Q4: 32,939 shares; 2025Q1: 34,873 shares; 2025Q2: 34,129 shares; 2025Q3: 34,131 shares; 2025Q4: 33,911 shares; 2026Q1: 32,130 shares; 2026Q2: 32,034 shares 32,034 $4.34M 0.1% -96 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,004 shares; 2024Q4: 16,852 shares; 2025Q1: 17,153 shares; 2025Q2: 16,610 shares; 2025Q3: 16,105 shares; 2025Q4: 16,020 shares; 2026Q1: 15,171 shares; 2026Q2: 15,250 shares 15,250 $4.27M 0.1% +79 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: 33,495 shares; 2024Q4: 60,922 shares; 2025Q1: 57,312 shares; 2025Q2: 174,377 shares; 2025Q3: 177,909 shares; 2025Q4: 166,710 shares; 2026Q1: 116,257 shares; 2026Q2: 117,399 shares 117,399 $4.24M 0.1% +1,142 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: 2,057 shares; 2024Q4: 1,357 shares; 2025Q1: 3,366 shares; 2025Q2: 4,617 shares; 2025Q3: 5,164 shares; 2025Q4: 5,429 shares; 2026Q1: 5,624 shares; 2026Q2: 6,089 shares 6,089 $4.18M 0.1% +465 Timeline MDYV 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: 710 shares; 2024Q4: 262 shares; 2025Q1: 21,328 shares; 2025Q2: 49,457 shares; 2025Q3: 47,422 shares; 2025Q4: 46,329 shares; 2026Q1: 43,840 shares; 2026Q2: 43,639 shares 43,639 $4.14M 0.1% -201 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: 39,247 shares; 2024Q4: 34,239 shares; 2025Q1: 35,662 shares; 2025Q2: 32,985 shares; 2025Q3: 49,466 shares; 2025Q4: 52,258 shares; 2026Q1: 52,599 shares; 2026Q2: 47,339 shares 47,339 $4.12M 0.09% -5,260 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: 20,287 shares; 2024Q4: 20,112 shares; 2025Q1: 27,531 shares; 2025Q2: 27,374 shares; 2025Q3: 28,083 shares; 2025Q4: 27,660 shares; 2026Q1: 26,259 shares; 2026Q2: 25,997 shares 25,997 $4.06M 0.09% -262 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: 41,749 shares; 2024Q4: 42,139 shares; 2025Q1: 43,010 shares; 2025Q2: 43,823 shares; 2025Q3: 42,861 shares; 2025Q4: 44,381 shares; 2026Q1: 45,535 shares; 2026Q2: 46,297 shares 46,297 $4.06M 0.09% +762 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: 10,788 shares; 2024Q4: 10,629 shares; 2025Q1: 10,842 shares; 2025Q2: 11,266 shares; 2025Q3: 10,910 shares; 2025Q4: 11,213 shares; 2026Q1: 11,555 shares; 2026Q2: 10,189 shares 10,189 $4.05M 0.09% -1,366 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: 369 shares; 2024Q4: 369 shares; 2025Q1: 21,247 shares; 2025Q2: 27,270 shares; 2025Q3: 52,229 shares; 2025Q4: 62,569 shares; 2026Q1: 67,067 shares; 2026Q2: 63,261 shares 63,261 $3.94M 0.09% -3,806 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,812 shares; 2024Q4: 125,058 shares; 2025Q1: 125,058 shares; 2025Q2: 125,058 shares; 2025Q3: 125,058 shares; 2025Q4: 84,937 shares; 2026Q1: 84,937 shares; 2026Q2: 84,937 shares 84,937 $3.9M 0.09% 0 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: 153,488 shares; 2024Q4: 152,744 shares; 2025Q1: 38,434 shares; 2025Q2: 37,811 shares; 2025Q3: 43,663 shares; 2025Q4: 51,580 shares; 2026Q1: 51,822 shares; 2026Q2: 57,041 shares 57,041 $3.85M 0.09% +5,219 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,987 shares; 2024Q4: 63,422 shares; 2025Q1: 62,844 shares; 2025Q2: 57,433 shares; 2025Q3: 61,492 shares; 2025Q4: 62,470 shares; 2026Q1: 56,213 shares; 2026Q2: 51,379 shares 51,379 $3.82M 0.09% -4,834 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: 7,566 shares; 2024Q4: 7,660 shares; 2025Q1: 7,273 shares; 2025Q2: 7,354 shares; 2025Q3: 9,914 shares; 2025Q4: 10,384 shares; 2026Q1: 11,206 shares; 2026Q2: 12,255 shares 12,255 $3.71M 0.09% +1,049 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,716 shares; 2024Q4: 64,778 shares; 2025Q1: 63,812 shares; 2025Q2: 59,863 shares; 2025Q3: 56,275 shares; 2025Q4: 55,173 shares; 2026Q1: 49,539 shares; 2026Q2: 48,111 shares 48,111 $3.71M 0.09% -1,428 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,073 shares; 2024Q4: 122,438 shares; 2025Q1: 123,200 shares; 2025Q2: 111,811 shares; 2025Q3: 120,686 shares; 2025Q4: 128,141 shares; 2026Q1: 128,265 shares; 2026Q2: 115,362 shares 115,362 $3.69M 0.08% -12,903 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: 17,151 shares; 2024Q4: 17,534 shares; 2025Q1: 18,451 shares; 2025Q2: 17,518 shares; 2025Q3: 16,933 shares; 2025Q4: 18,452 shares; 2026Q1: 16,623 shares; 2026Q2: 16,856 shares 16,856 $3.65M 0.08% +233 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: 78,876 shares; 2024Q4: 84,406 shares; 2025Q1: 86,053 shares; 2025Q2: 88,052 shares; 2025Q3: 88,340 shares; 2025Q4: 81,265 shares; 2026Q1: 86,071 shares; 2026Q2: 86,118 shares 86,118 $3.65M 0.08% +47 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: 26,560 shares; 2024Q4: 25,484 shares; 2025Q1: 27,347 shares; 2025Q2: 28,784 shares; 2025Q3: 39,767 shares; 2025Q4: 43,229 shares; 2026Q1: 51,290 shares; 2026Q2: 61,047 shares 61,047 $3.64M 0.08% +9,757 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: 42,391 shares; 2024Q4: 44,595 shares; 2025Q1: 299,688 shares; 2025Q2: 60,355 shares; 2025Q3: 66,416 shares; 2025Q4: 67,668 shares; 2026Q1: 70,503 shares; 2026Q2: 72,907 shares 72,907 $3.61M 0.08% +2,404 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,408 shares; 2024Q4: 18,731 shares; 2025Q1: 18,816 shares; 2025Q2: 19,353 shares; 2025Q3: 19,885 shares; 2025Q4: 18,350 shares; 2026Q1: 19,584 shares; 2026Q2: 19,501 shares 19,501 $3.61M 0.08% -83 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: 10,935 shares; 2024Q4: 11,046 shares; 2025Q1: 11,427 shares; 2025Q2: 10,134 shares; 2025Q3: 9,141 shares; 2025Q4: 9,016 shares; 2026Q1: 8,695 shares; 2026Q2: 8,656 shares 8,656 $3.6M 0.08% -39 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: 151 shares; 2024Q4: 271 shares; 2025Q1: 58,253 shares; 2025Q2: 58,484 shares; 2025Q3: 58,390 shares; 2025Q4: 56,288 shares; 2026Q1: 52,518 shares; 2026Q2: 49,664 shares 49,664 $3.58M 0.08% -2,854 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: 22,030 shares; 2024Q4: 22,884 shares; 2025Q1: 25,513 shares; 2025Q2: 26,103 shares; 2025Q3: 25,833 shares; 2025Q4: 25,701 shares; 2026Q1: 23,782 shares; 2026Q2: 19,155 shares 19,155 $3.54M 0.08% -4,627 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: 249,558 shares; 2024Q4: 247,916 shares; 2025Q1: 232,965 shares; 2025Q2: 240,428 shares; 2025Q3: 246,642 shares; 2025Q4: 244,278 shares; 2026Q1: 64,859 shares; 2026Q2: 64,898 shares 64,898 $3.49M 0.08% +39 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: 301 shares; 2024Q4: 302 shares; 2025Q1: 422 shares; 2025Q2: 3,136 shares; 2025Q3: 7,392 shares; 2025Q4: 9,520 shares; 2026Q1: 15,950 shares; 2026Q2: 17,655 shares 17,655 $3.49M 0.08% +1,705 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: 9,757 shares; 2024Q4: 10,125 shares; 2025Q1: 10,952 shares; 2025Q2: 11,318 shares; 2025Q3: 11,195 shares; 2025Q4: 11,151 shares; 2026Q1: 10,483 shares; 2026Q2: 10,017 shares 10,017 $3.45M 0.08% -466 Timeline SYSB 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: 5,378 shares; 2026Q1: 26,906 shares; 2026Q2: 38,689 shares 38,689 $3.43M 0.08% +11,783 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: 17,858 shares; 2024Q4: 19,563 shares; 2025Q1: 21,522 shares; 2025Q2: 22,703 shares; 2025Q3: 22,997 shares; 2025Q4: 23,252 shares; 2026Q1: 21,682 shares; 2026Q2: 19,508 shares 19,508 $3.43M 0.08% -2,174 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: 50 shares; 2024Q4: 1,954 shares; 2025Q1: 8,443 shares; 2025Q2: 12,949 shares; 2025Q3: 14,645 shares; 2025Q4: 44,282 shares; 2026Q1: 38,051 shares; 2026Q2: 38,461 shares 38,461 $3.43M 0.08% +410 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,854 shares; 2024Q4: 15,351 shares; 2025Q1: 14,183 shares; 2025Q2: 14,527 shares; 2025Q3: 15,225 shares; 2025Q4: 16,991 shares; 2026Q1: 26,165 shares; 2026Q2: 25,022 shares 25,022 $3.42M 0.08% -1,143 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: 32,930 shares; 2024Q4: 32,235 shares; 2025Q1: 32,301 shares; 2025Q2: 37,327 shares; 2025Q3: 38,798 shares; 2025Q4: 37,355 shares; 2026Q1: 39,182 shares; 2026Q2: 38,166 shares 38,166 $3.35M 0.08% -1,016 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: 5,538 shares; 2024Q4: 6,137 shares; 2025Q1: 6,735 shares; 2025Q2: 6,990 shares; 2025Q3: 7,524 shares; 2025Q4: 7,423 shares; 2026Q1: 6,901 shares; 2026Q2: 6,670 shares 6,670 $3.35M 0.08% -231 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: 7,094 shares; 2024Q4: 12,939 shares; 2025Q1: 11,361 shares; 2025Q2: 11,363 shares; 2025Q3: 19,936 shares; 2025Q4: 15,441 shares; 2026Q1: 15,183 shares; 2026Q2: 15,673 shares 15,673 $3.33M 0.08% +490 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: 7,708 shares; 2024Q4: 7,645 shares; 2025Q1: 7,771 shares; 2025Q2: 7,739 shares; 2025Q3: 8,059 shares; 2025Q4: 7,732 shares; 2026Q1: 7,831 shares; 2026Q2: 7,771 shares 7,771 $3.31M 0.08% -60 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,914 shares; 2024Q4: 95,409 shares; 2025Q1: 85,142 shares; 2025Q2: 84,629 shares; 2025Q3: 79,528 shares; 2025Q4: 81,859 shares; 2026Q1: 70,611 shares; 2026Q2: 66,463 shares 66,463 $3.28M 0.08% -4,148 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 22,602 shares; 2025Q4: 24,728 shares; 2026Q1: 26,601 shares; 2026Q2: 54,840 shares 54,840 $3.25M 0.07% +28,239 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: 35,497 shares; 2024Q4: 34,728 shares; 2025Q1: 34,969 shares; 2025Q2: 35,008 shares; 2025Q3: 33,296 shares; 2025Q4: 35,007 shares; 2026Q1: 38,133 shares; 2026Q2: 38,262 shares 38,262 $3.24M 0.07% +129 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,609 shares; 2024Q4: 45,006 shares; 2025Q1: 45,122 shares; 2025Q2: 46,991 shares; 2025Q3: 45,233 shares; 2025Q4: 46,266 shares; 2026Q1: 46,977 shares; 2026Q2: 46,156 shares 46,156 $3.23M 0.07% -821 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: 951,560 shares; 2024Q4: 957,102 shares; 2025Q1: 65,136 shares; 2025Q2: 58,809 shares; 2025Q3: 73,701 shares; 2025Q4: 73,160 shares; 2026Q1: 61,664 shares; 2026Q2: 55,683 shares 55,683 $3.21M 0.07% -5,981 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: 2,322 shares; 2024Q4: 2,363 shares; 2025Q1: 3,219 shares; 2025Q2: 6,396 shares; 2025Q3: 6,439 shares; 2025Q4: 6,430 shares; 2026Q1: 6,437 shares; 2026Q2: 25,811 shares 25,811 $3.21M 0.07% +19,374 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 11,657 shares; 2025Q4: 14,249 shares; 2026Q1: 48,227 shares; 2026Q2: 89,985 shares 89,985 $3.17M 0.07% +41,758 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: 15,985 shares; 2024Q4: 17,258 shares; 2025Q1: 19,305 shares; 2025Q2: 17,440 shares; 2025Q3: 17,620 shares; 2025Q4: 17,725 shares; 2026Q1: 16,631 shares; 2026Q2: 16,597 shares 16,597 $3.16M 0.07% -34 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,078 shares; 2024Q4: 28,665 shares; 2025Q1: 29,921 shares; 2025Q2: 30,590 shares; 2025Q3: 30,517 shares; 2025Q4: 30,435 shares; 2026Q1: 27,788 shares; 2026Q2: 26,725 shares 26,725 $3.15M 0.07% -1,063 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 20,532 shares; 2026Q2: 22,575 shares 22,575 $3.15M 0.07% +2,043 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,519 shares; 2025Q3: 101,026 shares; 2025Q4: 105,384 shares; 2026Q1: 140,364 shares; 2026Q2: 137,977 shares 137,977 $3.1M 0.07% -2,387 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: 6,432 shares; 2024Q4: 6,717 shares; 2025Q1: 7,451 shares; 2025Q2: 7,688 shares; 2025Q3: 7,580 shares; 2025Q4: 7,795 shares; 2026Q1: 7,278 shares; 2026Q2: 6,778 shares 6,778 $3.02M 0.07% -500 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: 5,260 shares; 2024Q4: 6,498 shares; 2025Q1: 10,619 shares; 2025Q2: 15,463 shares; 2025Q3: 20,575 shares; 2025Q4: 25,556 shares; 2026Q1: 31,851 shares; 2026Q2: 34,287 shares 34,287 $3.02M 0.07% +2,436 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 33,161 shares; 2025Q4: 103,039 shares; 2026Q1: 110,522 shares; 2026Q2: 110,811 shares 110,811 $3.02M 0.07% +289 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,931 shares; 2024Q4: 35,354 shares; 2025Q1: 38,089 shares; 2025Q2: 42,111 shares; 2025Q3: 38,606 shares; 2025Q4: 35,370 shares; 2026Q1: 32,658 shares; 2026Q2: 31,804 shares 31,804 $3.01M 0.07% -854 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: 2,455 shares; 2024Q4: 4,814 shares; 2025Q1: 12,910 shares; 2025Q2: 18,707 shares; 2025Q3: 25,173 shares; 2025Q4: 31,639 shares; 2026Q1: 65,429 shares; 2026Q2: 82,960 shares 82,960 $3.01M 0.07% +17,531 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,434 shares; 2024Q4: 19,292 shares; 2025Q1: 19,864 shares; 2025Q2: 19,878 shares; 2025Q3: 19,462 shares; 2025Q4: 19,547 shares; 2026Q1: 18,424 shares; 2026Q2: 17,774 shares 17,774 $2.98M 0.07% -650 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 36,785 shares; 2025Q3: 34,427 shares; 2025Q4: 32,876 shares; 2026Q1: 31,324 shares; 2026Q2: 31,169 shares 31,169 $2.91M 0.07% -155 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: 11,017 shares; 2024Q4: 11,144 shares; 2025Q1: 11,477 shares; 2025Q2: 10,838 shares; 2025Q3: 9,488 shares; 2025Q4: 18,851 shares; 2026Q1: 15,393 shares; 2026Q2: 15,178 shares 15,178 $2.89M 0.07% -215 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: 41,988 shares; 2024Q4: 41,331 shares; 2025Q1: 41,822 shares; 2025Q2: 41,330 shares; 2025Q3: 39,455 shares; 2025Q4: 38,265 shares; 2026Q1: 20,107 shares; 2026Q2: 20,041 shares 20,041 $2.87M 0.07% -66 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 5,649 shares; 2025Q2: 14,073 shares; 2025Q3: 31,472 shares; 2025Q4: 40,461 shares; 2026Q1: 40,061 shares; 2026Q2: 64,187 shares 64,187 $2.85M 0.07% +24,126 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,935 shares; 2024Q4: 77,268 shares; 2025Q1: 88,019 shares; 2025Q2: 87,484 shares; 2025Q3: 92,476 shares; 2025Q4: 89,531 shares; 2026Q1: 90,503 shares; 2026Q2: 97,070 shares 97,070 $2.85M 0.07% +6,567 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 3,215 shares; 2025Q2: 7,251 shares; 2025Q3: 40,350 shares; 2025Q4: 58,039 shares; 2026Q1: 70,653 shares; 2026Q2: 68,416 shares 68,416 $2.82M 0.07% -2,237 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,081 shares; 2024Q4: 19,418 shares; 2025Q1: 32,293 shares; 2025Q2: 31,251 shares; 2025Q3: 36,803 shares; 2025Q4: 29,960 shares; 2026Q1: 32,155 shares; 2026Q2: 34,216 shares 34,216 $2.81M 0.06% +2,061 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: 7,227 shares; 2024Q4: 8,057 shares; 2025Q1: 23,245 shares; 2025Q2: 23,931 shares; 2025Q3: 8,485 shares; 2025Q4: 10,341 shares; 2026Q1: 15,637 shares; 2026Q2: 30,620 shares 30,620 $2.81M 0.06% +14,983 Timeline WSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,847 shares; 2026Q2: 78,061 shares 78,061 $2.75M 0.06% +4,214 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: 4,216 shares; 2024Q4: 4,392 shares; 2025Q1: 4,803 shares; 2025Q2: 4,947 shares; 2025Q3: 4,876 shares; 2025Q4: 7,151 shares; 2026Q1: 6,541 shares; 2026Q2: 5,379 shares 5,379 $2.74M 0.06% -1,162 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,911 shares; 2024Q4: 11,720 shares; 2025Q1: 11,878 shares; 2025Q2: 12,142 shares; 2025Q3: 11,740 shares; 2025Q4: 12,502 shares; 2026Q1: 13,240 shares; 2026Q2: 13,215 shares 13,215 $2.72M 0.06% -25 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,936 shares; 2024Q4: 55,353 shares; 2025Q1: 55,739 shares; 2025Q2: 61,335 shares; 2025Q3: 63,761 shares; 2025Q4: 66,177 shares; 2026Q1: 66,189 shares; 2026Q2: 65,910 shares 65,910 $2.68M 0.06% -279 Timeline SKYY 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: 23,846 shares; 2024Q4: 23,701 shares; 2025Q1: 22,266 shares; 2025Q2: 22,170 shares; 2025Q3: 20,082 shares; 2025Q4: 20,078 shares; 2026Q1: 19,943 shares; 2026Q2: 19,825 shares 19,825 $2.67M 0.06% -118 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; 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: 38,113 shares; 2026Q2: 38,192 shares 38,192 $2.67M 0.06% +79 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,819 shares; 2024Q4: 8,889 shares; 2025Q1: 10,700 shares; 2025Q2: 10,097 shares; 2025Q3: 14,792 shares; 2025Q4: 57,761 shares; 2026Q1: 72,162 shares; 2026Q2: 72,788 shares 72,788 $2.66M 0.06% +626 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,977 shares; 2025Q2: 31,955 shares; 2025Q3: 52,614 shares; 2025Q4: 64,641 shares; 2026Q1: 61,907 shares; 2026Q2: 59,912 shares 59,912 $2.59M 0.06% -1,995 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 3,033 shares; 2025Q1: 3,174 shares; 2025Q2: 6,562 shares; 2025Q3: 6,583 shares; 2025Q4: 7,151 shares; 2026Q1: 8,417 shares; 2026Q2: 8,512 shares 8,512 $2.58M 0.06% +95 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,660 shares; 2024Q4: 29,132 shares; 2025Q1: 28,887 shares; 2025Q2: 26,484 shares; 2025Q3: 24,277 shares; 2025Q4: 16,920 shares; 2026Q1: 17,161 shares; 2026Q2: 16,603 shares 16,603 $2.58M 0.06% -558 Timeline JCPI 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: 14,508 shares; 2024Q4: 17,387 shares; 2025Q1: 16,962 shares; 2025Q2: 18,465 shares; 2025Q3: 18,824 shares; 2025Q4: 19,079 shares; 2026Q1: 26,194 shares; 2026Q2: 53,065 shares 53,065 $2.54M 0.06% +26,871 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,018 shares 48,018 $2.53M 0.06% new Timeline CORP 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: 13,137 shares; 2024Q4: 12,684 shares; 2025Q1: 13,058 shares; 2025Q2: 16,243 shares; 2025Q3: 18,044 shares; 2025Q4: 20,236 shares; 2026Q1: 22,965 shares; 2026Q2: 25,937 shares 25,937 $2.51M 0.06% +2,972 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,583 shares; 2024Q4: 10,219 shares; 2025Q1: 10,224 shares; 2025Q2: 10,214 shares; 2025Q3: 10,028 shares; 2025Q4: 9,975 shares; 2026Q1: 9,232 shares; 2026Q2: 8,339 shares 8,339 $2.49M 0.06% -893 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,839 shares; 2024Q4: 50,133 shares; 2025Q1: 50,416 shares; 2025Q2: 52,038 shares; 2025Q3: 49,887 shares; 2025Q4: 50,899 shares; 2026Q1: 52,965 shares; 2026Q2: 52,376 shares 52,376 $2.49M 0.06% -589 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: 856 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 659 shares; 2026Q1: 509 shares; 2026Q2: 47,343 shares 47,343 $2.4M 0.06% +46,834 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: 856 shares; 2024Q4: 876 shares; 2025Q1: 1,480 shares; 2025Q2: 1,559 shares; 2025Q3: 2,631 shares; 2025Q4: 2,634 shares; 2026Q1: 2,276 shares; 2026Q2: 2,220 shares 2,220 $2.37M 0.05% -56 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: 28,881 shares; 2024Q4: 30,715 shares; 2025Q1: 26,141 shares; 2025Q2: 25,410 shares; 2025Q3: 25,832 shares; 2025Q4: 24,765 shares; 2026Q1: 26,718 shares; 2026Q2: 27,886 shares 27,886 $2.29M 0.05% +1,168 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,242 shares; 2025Q1: 22,504 shares; 2025Q2: 38,956 shares; 2025Q3: 67,078 shares; 2025Q4: 74,142 shares; 2026Q1: 76,701 shares; 2026Q2: 81,559 shares 81,559 $2.28M 0.05% +4,858 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,909 shares; 2024Q4: 48,637 shares; 2025Q1: 49,459 shares; 2025Q2: 50,061 shares; 2025Q3: 48,697 shares; 2025Q4: 50,286 shares; 2026Q1: 48,615 shares; 2026Q2: 53,256 shares 53,256 $2.27M 0.05% +4,641 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,769 shares; 2024Q4: 84,949 shares; 2025Q1: 85,648 shares; 2025Q2: 93,658 shares; 2025Q3: 97,559 shares; 2025Q4: 102,210 shares; 2026Q1: 106,067 shares; 2026Q2: 110,484 shares 110,484 $2.27M 0.05% +4,417 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,045 shares; 2024Q4: 24,245 shares; 2025Q1: 23,595 shares; 2025Q2: 27,425 shares; 2025Q3: 27,920 shares; 2025Q4: 30,430 shares; 2026Q1: 30,640 shares; 2026Q2: 31,020 shares 31,020 $2.27M 0.05% +380 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: 47 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,213 shares; 2026Q2: 25,112 shares 25,112 $2.26M 0.05% +6,899 Timeline VMBS 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: 23,524 shares; 2024Q4: 22,150 shares; 2025Q1: 22,719 shares; 2025Q2: 26,430 shares; 2025Q3: 35,352 shares; 2025Q4: 36,598 shares; 2026Q1: 41,338 shares; 2026Q2: 48,013 shares 48,013 $2.25M 0.05% +6,675 Timeline EQWL 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: 15,280 shares; 2026Q1: 16,519 shares; 2026Q2: 17,332 shares 17,332 $2.24M 0.05% +813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,745 shares 19,745 $2.23M 0.05% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 3,734 shares; 2025Q1: 8,144 shares; 2025Q2: 10,897 shares; 2025Q3: 14,172 shares; 2025Q4: 16,480 shares; 2026Q1: 26,649 shares; 2026Q2: 30,324 shares 30,324 $2.23M 0.05% +3,675 Timeline IVOO 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: 1,411 shares; 2024Q4: 2,531 shares; 2025Q1: 5,693 shares; 2025Q2: 4,204 shares; 2025Q3: 5,851 shares; 2025Q4: 10,088 shares; 2026Q1: 8,806 shares; 2026Q2: 17,036 shares 17,036 $2.22M 0.05% +8,230 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: 5,126 shares; 2024Q4: 6,189 shares; 2025Q1: 8,923 shares; 2025Q2: 8,546 shares; 2025Q3: 15,758 shares; 2025Q4: 19,655 shares; 2026Q1: 23,536 shares; 2026Q2: 24,800 shares 24,800 $2.21M 0.05% +1,264 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: 2,641 shares; 2024Q4: 2,611 shares; 2025Q1: 2,620 shares; 2025Q2: 2,580 shares; 2025Q3: 2,581 shares; 2025Q4: 29,030 shares; 2026Q1: 31,490 shares; 2026Q2: 30,766 shares 30,766 $2.2M 0.05% -724 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,506 shares; 2024Q4: 35,667 shares; 2025Q1: 33,319 shares; 2025Q2: 33,953 shares; 2025Q3: 35,308 shares; 2025Q4: 33,732 shares; 2026Q1: 32,173 shares; 2026Q2: 31,456 shares 31,456 $2.15M 0.05% -717 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,574 shares; 2024Q4: 19,244 shares; 2025Q1: 22,332 shares; 2025Q2: 22,585 shares; 2025Q3: 23,270 shares; 2025Q4: 21,428 shares; 2026Q1: 22,623 shares; 2026Q2: 22,536 shares 22,536 $2.12M 0.05% -87 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 3,043 shares; 2025Q1: 1,068 shares; 2025Q2: 1,075 shares; 2025Q3: 6,250 shares; 2025Q4: 15,063 shares; 2026Q1: 28,185 shares; 2026Q2: 34,765 shares 34,765 $2.1M 0.05% +6,580 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,330 shares; 2025Q4: 12,777 shares; 2026Q1: 27,708 shares; 2026Q2: 45,494 shares 45,494 $2.1M 0.05% +17,786 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: 15,329 shares; 2024Q4: 15,329 shares; 2025Q1: 13,639 shares; 2025Q2: 13,639 shares; 2025Q3: 13,639 shares; 2025Q4: 13,639 shares; 2026Q1: 13,639 shares; 2026Q2: 13,639 shares 13,639 $2.1M 0.05% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,077 shares; 2024Q4: 34,788 shares; 2025Q1: 41,236 shares; 2025Q2: 40,797 shares; 2025Q3: 42,509 shares; 2025Q4: 42,487 shares; 2026Q1: 41,990 shares; 2026Q2: 42,827 shares 42,827 $2.09M 0.05% +837 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,746 shares; 2024Q4: 10,746 shares; 2025Q1: 13,438 shares; 2025Q2: 13,438 shares; 2025Q3: 13,438 shares; 2025Q4: 13,438 shares; 2026Q1: 47,713 shares; 2026Q2: 48,152 shares 48,152 $2.07M 0.05% +439 Timeline QLV 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: not reported; 2026Q1: 27,847 shares; 2026Q2: 27,233 shares 27,233 $2.06M 0.05% -614 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 14,579 shares; 2026Q1: 23,819 shares; 2026Q2: 37,585 shares 37,585 $2.02M 0.05% +13,766 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,911 shares; 2025Q1: 63,153 shares; 2025Q2: 64,772 shares; 2025Q3: 66,716 shares; 2025Q4: 63,338 shares; 2026Q1: 60,142 shares; 2026Q2: 58,549 shares 58,549 $2.01M 0.05% -1,593 Timeline BLV 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: 9,882 shares; 2024Q4: 10,696 shares; 2025Q1: 11,069 shares; 2025Q2: 13,657 shares; 2025Q3: 19,434 shares; 2025Q4: 21,299 shares; 2026Q1: 24,587 shares; 2026Q2: 28,779 shares 28,779 $1.98M 0.05% +4,192 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: 532 shares; 2024Q4: 535 shares; 2025Q1: 805 shares; 2025Q2: 1,105 shares; 2025Q3: 1,108 shares; 2025Q4: 2,293 shares; 2026Q1: 1,937 shares; 2026Q2: 19,587 shares 19,587 $1.97M 0.05% +17,650 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: 32,933 shares; 2024Q4: 30,527 shares; 2025Q1: 21,946 shares; 2025Q2: 21,976 shares; 2025Q3: 21,996 shares; 2025Q4: 21,865 shares; 2026Q1: 21,350 shares; 2026Q2: 21,389 shares 21,389 $1.96M 0.05% +39 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: 11,745 shares; 2024Q4: 12,711 shares; 2025Q1: 21,212 shares; 2025Q2: 21,826 shares; 2025Q3: 27,738 shares; 2025Q4: 27,306 shares; 2026Q1: 28,635 shares; 2026Q2: 28,523 shares 28,523 $1.93M 0.04% -112 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,714 shares; 2024Q4: 30,773 shares; 2025Q1: 30,516 shares; 2025Q2: 30,106 shares; 2025Q3: 31,197 shares; 2025Q4: 31,749 shares; 2026Q1: 31,830 shares; 2026Q2: 36,120 shares 36,120 $1.92M 0.04% +4,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,506 shares; 2026Q2: 5,008 shares 5,008 $1.88M 0.04% -498 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,612 shares; 2025Q2: 1,619 shares; 2025Q3: 1,630 shares; 2025Q4: 7,835 shares; 2026Q1: 20,609 shares; 2026Q2: 49,825 shares 49,825 $1.87M 0.04% +29,216 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 4,260 shares; 2025Q1: 48,991 shares; 2025Q2: 48,872 shares; 2025Q3: 49,678 shares; 2025Q4: 47,636 shares; 2026Q1: 53,992 shares; 2026Q2: 53,866 shares 53,866 $1.82M 0.04% -126 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 23,292 shares; 2026Q2: 35,491 shares 35,491 $1.81M 0.04% +12,199 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,342 shares; 2024Q4: 94,975 shares; 2025Q1: 107,457 shares; 2025Q2: 73,909 shares; 2025Q3: 73,273 shares; 2025Q4: 75,510 shares; 2026Q1: 79,746 shares; 2026Q2: 76,091 shares 76,091 $1.8M 0.04% -3,655 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: 124,838 shares; 2024Q4: 127,795 shares; 2025Q1: 39,720 shares; 2025Q2: 18,910 shares; 2025Q3: 17,444 shares; 2025Q4: 14,567 shares; 2026Q1: 11,926 shares; 2026Q2: 11,632 shares 11,632 $1.79M 0.04% -294 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,794 shares; 2024Q4: 8,421 shares; 2025Q1: 8,608 shares; 2025Q2: 10,813 shares; 2025Q3: 11,859 shares; 2025Q4: 13,179 shares; 2026Q1: 13,893 shares; 2026Q2: 14,006 shares 14,006 $1.79M 0.04% +113 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: 5,019 shares; 2024Q4: 5,666 shares; 2025Q1: 5,637 shares; 2025Q2: 5,661 shares; 2025Q3: 5,528 shares; 2025Q4: 5,574 shares; 2026Q1: 5,199 shares; 2026Q2: 5,276 shares 5,276 $1.78M 0.04% +77 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: 2,891 shares; 2024Q4: 2,859 shares; 2025Q1: 2,859 shares; 2025Q2: 2,865 shares; 2025Q3: 2,982 shares; 2025Q4: 2,997 shares; 2026Q1: 2,803 shares; 2026Q2: 2,804 shares 2,804 $1.78M 0.04% +1 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: 7,295 shares; 2024Q4: 7,298 shares; 2025Q1: 7,884 shares; 2025Q2: 7,904 shares; 2025Q3: 7,220 shares; 2025Q4: 7,213 shares; 2026Q1: 6,861 shares; 2026Q2: 7,055 shares 7,055 $1.78M 0.04% +194 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: 1,443 shares; 2024Q4: 2,249 shares; 2025Q1: 3,944 shares; 2025Q2: 2,184 shares; 2025Q3: 3,010 shares; 2025Q4: 5,708 shares; 2026Q1: 4,459 shares; 2026Q2: 12,913 shares 12,913 $1.78M 0.04% +8,454 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,504 shares; 2025Q2: 17,818 shares; 2025Q3: 26,038 shares; 2025Q4: 30,933 shares; 2026Q1: 56,799 shares; 2026Q2: 61,064 shares 61,064 $1.76M 0.04% +4,265 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 717 shares; 2025Q1: 720 shares; 2025Q2: 18,536 shares; 2025Q3: 18,278 shares; 2025Q4: 18,644 shares; 2026Q1: 19,259 shares; 2026Q2: 19,318 shares 19,318 $1.72M 0.04% +59 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: 7,626 shares 7,626 $1.71M 0.04% new 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: 7,626 shares 7,626 $1.69M 0.04% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,496 shares; 2024Q4: 52,250 shares; 2025Q1: 51,650 shares; 2025Q2: 51,871 shares; 2025Q3: 51,467 shares; 2025Q4: 51,219 shares; 2026Q1: 43,394 shares; 2026Q2: 48,331 shares 48,331 $1.66M 0.04% +4,937 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,872 shares; 2025Q2: 3,873 shares; 2025Q3: 3,874 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares; 2026Q2: 3,877 shares 3,877 $1.65M 0.04% +1 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 267 shares; 2025Q1: 409 shares; 2025Q2: 467 shares; 2025Q3: 3,772 shares; 2025Q4: 8,248 shares; 2026Q1: 11,640 shares; 2026Q2: 12,345 shares 12,345 $1.65M 0.04% +705 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: 8,332 shares; 2024Q4: 10,732 shares; 2025Q1: 9,172 shares; 2025Q2: 9,186 shares; 2025Q3: 8,987 shares; 2025Q4: 8,686 shares; 2026Q1: 8,602 shares; 2026Q2: 9,005 shares 9,005 $1.63M 0.04% +403 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: 808 shares; 2024Q4: 988 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 24,680 shares; 2025Q4: 24,439 shares; 2026Q1: 23,536 shares; 2026Q2: 23,412 shares 23,412 $1.6M 0.04% -124 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,203 shares; 2025Q4: 26,776 shares; 2026Q1: 30,065 shares; 2026Q2: 31,100 shares 31,100 $1.59M 0.04% +1,035 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: 19,939 shares; 2024Q4: 47,444 shares; 2025Q1: 46,988 shares; 2025Q2: 50,675 shares; 2025Q3: 51,372 shares; 2025Q4: 51,752 shares; 2026Q1: 54,711 shares; 2026Q2: 53,745 shares 53,745 $1.58M 0.04% -966 Timeline SPMO 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: 5,342 shares; 2024Q4: 5,165 shares; 2025Q1: 4,928 shares; 2025Q2: 4,601 shares; 2025Q3: 4,124 shares; 2025Q4: 5,776 shares; 2026Q1: 8,238 shares; 2026Q2: 9,756 shares 9,756 $1.58M 0.04% +1,518 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,650 shares; 2024Q4: 19,188 shares; 2025Q1: 28,647 shares; 2025Q2: 28,610 shares; 2025Q3: 32,241 shares; 2025Q4: 34,132 shares; 2026Q1: 35,064 shares; 2026Q2: 36,495 shares 36,495 $1.57M 0.04% +1,431 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: 239,794 shares; 2024Q4: 242,388 shares; 2025Q1: 248,251 shares; 2025Q2: 244,299 shares; 2025Q3: 11,581 shares; 2025Q4: 31,088 shares; 2026Q1: 28,752 shares; 2026Q2: 29,315 shares 29,315 $1.56M 0.04% +563 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,998 shares; 2026Q2: 19,328 shares 19,328 $1.54M 0.04% -670 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,526 shares; 2024Q4: 51,577 shares; 2025Q1: 85,648 shares; 2025Q2: 89,201 shares; 2025Q3: 99,869 shares; 2025Q4: 40,492 shares; 2026Q1: 31,878 shares; 2026Q2: 31,640 shares 31,640 $1.54M 0.04% -238 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,298 shares; 2024Q4: 34,719 shares; 2025Q1: 35,869 shares; 2025Q2: 34,717 shares; 2025Q3: 35,077 shares; 2025Q4: 35,343 shares; 2026Q1: 35,767 shares; 2026Q2: 35,914 shares 35,914 $1.52M 0.04% +147 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,686 shares; 2025Q4: 36,051 shares; 2026Q1: 29,259 shares; 2026Q2: 31,047 shares 31,047 $1.52M 0.04% +1,788 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,532 shares; 2025Q2: 6,532 shares; 2025Q3: 6,557 shares; 2025Q4: 6,589 shares; 2026Q1: 4,589 shares; 2026Q2: 4,517 shares 4,517 $1.51M 0.03% -72 Timeline TMSL 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: not reported; 2024Q4: 1,789 shares; 2025Q1: 1,669 shares; 2025Q2: 1,085 shares; 2025Q3: 8,697 shares; 2025Q4: 16,770 shares; 2026Q1: 30,281 shares; 2026Q2: 34,221 shares 34,221 $1.5M 0.03% +3,940 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 1,361 shares; 2026Q1: 18,157 shares; 2026Q2: 45,195 shares 45,195 $1.49M 0.03% +27,038 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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 2,092 shares; 2026Q1: 23,346 shares; 2026Q2: 30,382 shares 30,382 $1.48M 0.03% +7,036 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,278 shares; 2024Q4: 328,020 shares; 2025Q1: 33,023 shares; 2025Q2: 33,471 shares; 2025Q3: 14,639 shares; 2025Q4: 14,978 shares; 2026Q1: 14,092 shares; 2026Q2: 13,511 shares 13,511 $1.47M 0.03% -581 Timeline BSCU 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: 30,546 shares; 2024Q4: 30,307 shares; 2025Q1: 30,442 shares; 2025Q2: 31,856 shares; 2025Q3: 32,227 shares; 2025Q4: 32,383 shares; 2026Q1: 77,566 shares; 2026Q2: 88,264 shares 88,264 $1.47M 0.03% +10,698 Timeline EELV 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: 35,122 shares; 2024Q4: 38,359 shares; 2025Q1: 38,603 shares; 2025Q2: 37,998 shares; 2025Q3: 39,565 shares; 2025Q4: 39,519 shares; 2026Q1: 49,045 shares; 2026Q2: 52,732 shares 52,732 $1.47M 0.03% +3,687 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: not reported; 2024Q4: 2,374 shares; 2025Q1: 9,622 shares; 2025Q2: 10,831 shares; 2025Q3: 11,033 shares; 2025Q4: 13,498 shares; 2026Q1: 18,229 shares; 2026Q2: 21,571 shares 21,571 $1.46M 0.03% +3,342 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,416 shares; 2024Q4: 775 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 403 shares; 2026Q1: 29,276 shares; 2026Q2: 29,276 shares 29,276 $1.45M 0.03% 0 Timeline EFIV 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: 20,142 shares; 2024Q4: 19,962 shares; 2025Q1: 18,229 shares; 2025Q2: 19,445 shares; 2025Q3: 19,043 shares; 2025Q4: 19,394 shares; 2026Q1: 20,831 shares; 2026Q2: 19,803 shares 19,803 $1.45M 0.03% -1,028 Timeline VWOB 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: 12,352 shares; 2024Q4: 11,977 shares; 2025Q1: 12,827 shares; 2025Q2: 15,515 shares; 2025Q3: 17,058 shares; 2025Q4: 18,982 shares; 2026Q1: 20,337 shares; 2026Q2: 21,150 shares 21,150 $1.42M 0.03% +813 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: 7,026 shares; 2024Q4: 19,150 shares; 2025Q1: 26,026 shares; 2025Q2: 27,673 shares; 2025Q3: 27,699 shares; 2025Q4: 27,770 shares; 2026Q1: 27,834 shares; 2026Q2: 48,692 shares 48,692 $1.41M 0.03% +20,858 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,844 shares; 2024Q4: 13,357 shares; 2025Q1: 15,931 shares; 2025Q2: 15,687 shares; 2025Q3: 15,940 shares; 2025Q4: 15,040 shares; 2026Q1: 17,790 shares; 2026Q2: 17,384 shares 17,384 $1.41M 0.03% -406 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: 20,466 shares; 2024Q4: 19,940 shares; 2025Q1: 17,379 shares; 2025Q2: 18,271 shares; 2025Q3: 18,975 shares; 2025Q4: 18,192 shares; 2026Q1: 19,226 shares; 2026Q2: 18,656 shares 18,656 $1.41M 0.03% -570 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 31,541 shares; 2026Q1: 31,541 shares; 2026Q2: 31,541 shares 31,541 $1.4M 0.03% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,840 shares; 2024Q4: 7,917 shares; 2025Q1: 8,747 shares; 2025Q2: 6,684 shares; 2025Q3: 5,195 shares; 2025Q4: 5,329 shares; 2026Q1: 19,269 shares; 2026Q2: 19,855 shares 19,855 $1.38M 0.03% +586 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,759 shares; 2024Q4: 7,211 shares; 2025Q1: 11,993 shares; 2025Q2: 11,978 shares; 2025Q3: 14,833 shares; 2025Q4: 15,169 shares; 2026Q1: 15,930 shares; 2026Q2: 17,289 shares 17,289 $1.37M 0.03% +1,359 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 3,264 shares; 2025Q1: 3,455 shares; 2025Q2: 3,481 shares; 2025Q3: 3,540 shares; 2025Q4: 3,941 shares; 2026Q1: 3,920 shares; 2026Q2: 3,982 shares 3,982 $1.36M 0.03% +62 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,707 shares; 2026Q2: 9,478 shares 9,478 $1.36M 0.03% -229 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,732 shares; 2024Q4: 26,732 shares; 2025Q1: 33,999 shares; 2025Q2: 33,227 shares; 2025Q3: 33,227 shares; 2025Q4: 30,699 shares; 2026Q1: 30,817 shares; 2026Q2: 29,604 shares 29,604 $1.35M 0.03% -1,213 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: 766 shares; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 749 shares; 2025Q3: 747 shares; 2025Q4: 633 shares; 2026Q1: 668 shares; 2026Q2: 1,157 shares 1,157 $1.33M 0.03% +489 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: 4,099 shares; 2024Q4: 3,998 shares; 2025Q1: 3,957 shares; 2025Q2: 3,957 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,825 shares; 2026Q2: 3,836 shares 3,836 $1.32M 0.03% +11 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: 28,548 shares; 2024Q4: 28,206 shares; 2025Q1: 33,396 shares; 2025Q2: 8,875 shares; 2025Q3: 9,932 shares; 2025Q4: 9,934 shares; 2026Q1: 9,439 shares; 2026Q2: 9,685 shares 9,685 $1.31M 0.03% +246 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: 2,761 shares; 2024Q4: 2,792 shares; 2025Q1: 2,830 shares; 2025Q2: 2,786 shares; 2025Q3: 2,762 shares; 2025Q4: 2,944 shares; 2026Q1: 3,177 shares; 2026Q2: 4,613 shares 4,613 $1.31M 0.03% +1,436 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: 10,167 shares; 2024Q4: 10,344 shares; 2025Q1: 12,300 shares; 2025Q2: 13,772 shares; 2025Q3: 14,177 shares; 2025Q4: 14,053 shares; 2026Q1: 17,914 shares; 2026Q2: 27,572 shares 27,572 $1.31M 0.03% +9,658 Timeline EVX 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: 4,305 shares; 2024Q4: 4,597 shares; 2025Q1: 22,825 shares; 2025Q2: 23,820 shares; 2025Q3: 23,875 shares; 2025Q4: 25,883 shares; 2026Q1: 27,079 shares; 2026Q2: 31,405 shares 31,405 $1.29M 0.03% +4,326 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,648 shares; 2024Q4: 17,802 shares; 2025Q1: 19,664 shares; 2025Q2: 44,008 shares; 2025Q3: 23,962 shares; 2025Q4: 24,037 shares; 2026Q1: 4,801 shares; 2026Q2: 5,096 shares 5,096 $1.28M 0.03% +295 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: 10,735 shares; 2024Q4: 10,735 shares; 2025Q1: 10,735 shares; 2025Q2: 10,862 shares; 2025Q3: 10,862 shares; 2025Q4: 10,862 shares; 2026Q1: 10,862 shares; 2026Q2: 10,867 shares 10,867 $1.28M 0.03% +5 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,850 shares 16,850 $1.27M 0.03% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 10,494 shares; 2025Q1: 19,281 shares; 2025Q2: 18,780 shares; 2025Q3: 24,825 shares; 2025Q4: 30,836 shares; 2026Q1: 30,836 shares; 2026Q2: 32,450 shares 32,450 $1.27M 0.03% +1,614 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: 6,115 shares; 2024Q4: 6,115 shares; 2025Q1: 7,215 shares; 2025Q2: 7,225 shares; 2025Q3: 7,666 shares; 2025Q4: 8,382 shares; 2026Q1: 10,319 shares; 2026Q2: 10,706 shares 10,706 $1.26M 0.03% +387 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: 10,944 shares; 2024Q4: 8,381 shares; 2025Q1: 4,735 shares; 2025Q2: 4,250 shares; 2025Q3: 4,827 shares; 2025Q4: 4,877 shares; 2026Q1: 6,861 shares; 2026Q2: 5,188 shares 5,188 $1.26M 0.03% -1,673 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,463 shares; 2025Q1: 1,501 shares; 2025Q2: 1,486 shares; 2025Q3: 1,639 shares; 2025Q4: 1,827 shares; 2026Q1: 1,825 shares; 2026Q2: 1,910 shares 1,910 $1.25M 0.03% +85 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: 20,357 shares; 2024Q4: 23,712 shares; 2025Q1: 42,712 shares; 2025Q2: 42,898 shares; 2025Q3: 56,494 shares; 2025Q4: 54,131 shares; 2026Q1: 55,906 shares; 2026Q2: 55,843 shares 55,843 $1.24M 0.03% -63 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,843 shares; 2024Q4: 11,859 shares; 2025Q1: 11,672 shares; 2025Q2: 10,839 shares; 2025Q3: 11,033 shares; 2025Q4: 11,219 shares; 2026Q1: 12,107 shares; 2026Q2: 12,429 shares 12,429 $1.22M 0.03% +322 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: 11,704 shares; 2024Q4: 11,219 shares; 2025Q1: 10,671 shares; 2025Q2: 9,941 shares; 2025Q3: 9,978 shares; 2025Q4: 8,394 shares; 2026Q1: 8,236 shares; 2026Q2: 8,146 shares 8,146 $1.2M 0.03% -90 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 4,386 shares; 2025Q4: 9,004 shares; 2026Q1: 17,411 shares; 2026Q2: 43,462 shares 43,462 $1.19M 0.03% +26,051 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,798 shares; 2024Q4: 9,327 shares; 2025Q1: 9,819 shares; 2025Q2: 11,919 shares; 2025Q3: 12,764 shares; 2025Q4: 13,510 shares; 2026Q1: 14,121 shares; 2026Q2: 14,171 shares 14,171 $1.19M 0.03% +50 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: 3,924 shares; 2024Q4: 3,881 shares; 2025Q1: 3,855 shares; 2025Q2: 4,101 shares; 2025Q3: 5,089 shares; 2025Q4: 4,799 shares; 2026Q1: 4,795 shares; 2026Q2: 5,162 shares 5,162 $1.15M 0.03% +367 Timeline PHO 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: 21,944 shares; 2024Q4: 21,678 shares; 2025Q1: 21,427 shares; 2025Q2: 21,494 shares; 2025Q3: 19,210 shares; 2025Q4: 19,191 shares; 2026Q1: 19,364 shares; 2026Q2: 16,434 shares 16,434 $1.14M 0.03% -2,930 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,025 shares; 2024Q4: 7,304 shares; 2025Q1: 11,495 shares; 2025Q2: 23,453 shares; 2025Q3: 72,157 shares; 2025Q4: 75,277 shares; 2026Q1: 61,826 shares; 2026Q2: 30,606 shares 30,606 $1.13M 0.03% -31,220 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,960 shares; 2024Q4: 53,127 shares; 2025Q1: 493,995 shares; 2025Q2: 269,407 shares; 2025Q3: 258,947 shares; 2025Q4: 183,514 shares; 2026Q1: 82,800 shares; 2026Q2: 21,548 shares 21,548 $1.13M 0.03% -61,252 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: 7,656 shares; 2024Q4: 7,698 shares; 2025Q1: 8,939 shares; 2025Q2: 9,219 shares; 2025Q3: 9,031 shares; 2025Q4: 9,070 shares; 2026Q1: 7,415 shares; 2026Q2: 7,392 shares 7,392 $1.12M 0.03% -23 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 5,181 shares; 2026Q1: 15,939 shares; 2026Q2: 18,452 shares 18,452 $1.11M 0.03% +2,513 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: 955 shares; 2024Q4: 1,058 shares; 2025Q1: 1,037 shares; 2025Q2: 1,019 shares; 2025Q3: 1,038 shares; 2025Q4: 953 shares; 2026Q1: 769 shares; 2026Q2: 559 shares 559 $1.11M 0.03% -210 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: 1,890 shares; 2024Q4: 1,861 shares; 2025Q1: 2,471 shares; 2025Q2: 2,475 shares; 2025Q3: 2,566 shares; 2025Q4: 2,563 shares; 2026Q1: 3,088 shares; 2026Q2: 3,021 shares 3,021 $1.09M 0.03% -67 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: 2,049 shares; 2024Q4: 2,408 shares; 2025Q1: 2,412 shares; 2025Q2: 2,379 shares; 2025Q3: 2,384 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,510 shares 1,510 $1.09M 0.03% -20 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 48,624 shares 48,624 $1.09M 0.03% +48,532 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,296 shares; 2024Q4: 11,154 shares; 2025Q1: 11,185 shares; 2025Q2: 11,225 shares; 2025Q3: 13,934 shares; 2025Q4: 14,485 shares; 2026Q1: 14,506 shares; 2026Q2: 14,551 shares 14,551 $1.07M 0.02% +45 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $1.06M 0.02% 0 Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,019 shares; 2026Q2: 42,432 shares 42,432 $1.06M 0.02% -587 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 1,315 shares; 2025Q1: 1,631 shares; 2025Q2: 19,106 shares; 2025Q3: 21,212 shares; 2025Q4: 15,576 shares; 2026Q1: 3,071 shares; 2026Q2: 10,309 shares 10,309 $1.05M 0.02% +7,238 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: 3,423 shares; 2024Q4: 3,423 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 4,723 shares; 2025Q4: 7,458 shares; 2026Q1: 7,458 shares; 2026Q2: 37,290 shares 37,290 $1.02M 0.02% +29,832 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 10,291 shares; 2026Q2: 16,012 shares 16,012 $1.02M 0.02% +5,721 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: 10,142 shares; 2024Q4: 10,156 shares; 2025Q1: 9,444 shares; 2025Q2: 9,031 shares; 2025Q3: 8,081 shares; 2025Q4: 7,860 shares; 2026Q1: 7,709 shares; 2026Q2: 6,959 shares 6,959 $1.02M 0.02% -750 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 2,055 shares; 2025Q1: 4,884 shares; 2025Q2: 7,457 shares; 2025Q3: 15,226 shares; 2025Q4: 15,197 shares; 2026Q1: 17,496 shares; 2026Q2: 20,133 shares 20,133 $1.02M 0.02% +2,637 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,222 shares; 2024Q4: 49,649 shares; 2025Q1: 53,205 shares; 2025Q2: 53,074 shares; 2025Q3: 54,122 shares; 2025Q4: 51,731 shares; 2026Q1: 49,307 shares; 2026Q2: 49,609 shares 49,609 $1.01M 0.02% +302 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,086 shares; 2024Q4: 8,086 shares; 2025Q1: 8,086 shares; 2025Q2: 8,086 shares; 2025Q3: 8,086 shares; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares; 2026Q2: 8,805 shares 8,805 $1M 0.02% +719 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,130 shares; 2025Q1: 14,249 shares; 2025Q2: 14,334 shares; 2025Q3: 22,615 shares; 2025Q4: 31,379 shares; 2026Q1: 33,418 shares; 2026Q2: 43,440 shares 43,440 $1M 0.02% +10,022 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 3,050 shares; 2025Q1: 6,347 shares; 2025Q2: 6,919 shares; 2025Q3: 10,522 shares; 2025Q4: 50,308 shares; 2026Q1: 53,654 shares; 2026Q2: 12,418 shares 12,418 $993K 0.02% -41,236 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,602 shares; 2025Q1: 19,833 shares; 2025Q2: 35,428 shares; 2025Q3: 39,864 shares; 2025Q4: 33,921 shares; 2026Q1: 33,921 shares; 2026Q2: 35,363 shares 35,363 $988K 0.02% +1,442 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 7,015 shares; 2026Q1: 12,335 shares; 2026Q2: 18,555 shares 18,555 $980K 0.02% +6,220 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,259 shares; 2024Q4: 49,500 shares; 2025Q1: 53,115 shares; 2025Q2: 56,905 shares; 2025Q3: 55,831 shares; 2025Q4: 53,321 shares; 2026Q1: 50,555 shares; 2026Q2: 49,776 shares 49,776 $976K 0.02% -779 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: 2,802 shares; 2024Q4: 2,763 shares; 2025Q1: 4,060 shares; 2025Q2: 4,043 shares; 2025Q3: 2,602 shares; 2025Q4: 2,641 shares; 2026Q1: 2,360 shares; 2026Q2: 2,301 shares 2,301 $968K 0.02% -59 Timeline BSCQ 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: 58,704 shares; 2024Q4: 50,814 shares; 2025Q1: 66,197 shares; 2025Q2: 70,064 shares; 2025Q3: 67,488 shares; 2025Q4: 60,772 shares; 2026Q1: 57,414 shares; 2026Q2: 49,562 shares 49,562 $967K 0.02% -7,852 Timeline EMLP 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: 15,789 shares; 2024Q4: 14,675 shares; 2025Q1: 15,845 shares; 2025Q2: 18,774 shares; 2025Q3: 19,736 shares; 2025Q4: 21,481 shares; 2026Q1: 22,164 shares; 2026Q2: 22,028 shares 22,028 $958K 0.02% -136 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: 6,027 shares; 2024Q4: 8,429 shares; 2025Q1: 7,094 shares; 2025Q2: 7,032 shares; 2025Q3: 23,935 shares; 2025Q4: 24,467 shares; 2026Q1: 22,269 shares; 2026Q2: 20,048 shares 20,048 $953K 0.02% -2,221 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: 8,545 shares; 2024Q4: 8,535 shares; 2025Q1: 9,415 shares; 2025Q2: 9,667 shares; 2025Q3: 10,324 shares; 2025Q4: 10,228 shares; 2026Q1: 10,243 shares; 2026Q2: 9,850 shares 9,850 $950K 0.02% -393 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,676 shares; 2024Q4: 27,658 shares; 2025Q1: 33,597 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 33,980 shares; 2026Q1: 33,980 shares; 2026Q2: 31,957 shares 31,957 $950K 0.02% -2,023 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: 16,950 shares; 2024Q4: 15,045 shares; 2025Q1: 12,100 shares; 2025Q2: 12,126 shares; 2025Q3: 11,888 shares; 2025Q4: 11,705 shares; 2026Q1: 11,781 shares; 2026Q2: 11,360 shares 11,360 $943K 0.02% -421 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 381 shares; 2025Q1: 427 shares; 2025Q2: 445 shares; 2025Q3: 450 shares; 2025Q4: 457 shares; 2026Q1: 554 shares; 2026Q2: 2,354 shares 2,354 $936K 0.02% +1,800 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 375 shares; 2025Q3: 359 shares; 2025Q4: 1,924 shares; 2026Q1: 13,618 shares; 2026Q2: 6,505 shares 6,505 $933K 0.02% -7,113 Timeline HYD 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: 11,722 shares; 2025Q2: 13,246 shares; 2025Q3: 18,970 shares; 2025Q4: 22,508 shares; 2026Q1: 17,958 shares; 2026Q2: 17,869 shares 17,869 $920K 0.02% -89 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 160 shares; 2025Q1: 303 shares; 2025Q2: 333 shares; 2025Q3: 373 shares; 2025Q4: 367 shares; 2026Q1: 821 shares; 2026Q2: 7,697 shares 7,697 $920K 0.02% +6,876 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,115 shares; 2026Q1: 11,391 shares; 2026Q2: 11,356 shares 11,356 $915K 0.02% -35 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,492 shares; 2025Q1: 1,550 shares; 2025Q2: 1,547 shares; 2025Q3: 1,525 shares; 2025Q4: 1,496 shares; 2026Q1: 1,519 shares; 2026Q2: 1,198 shares 1,198 $914K 0.02% -321 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099 shares; 2024Q4: 1,938 shares; 2025Q1: 2,350 shares; 2025Q2: 2,345 shares; 2025Q3: 2,497 shares; 2025Q4: 3,109 shares; 2026Q1: 3,425 shares; 2026Q2: 3,231 shares 3,231 $908K 0.02% -194 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 632 shares; 2025Q1: 742 shares; 2025Q2: 1,112 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 5,303 shares; 2026Q2: 5,323 shares 5,323 $906K 0.02% +20 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,013 shares; 2025Q4: 31,949 shares; 2026Q1: 39,157 shares; 2026Q2: 46,824 shares 46,824 $905K 0.02% +7,667 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 8,832 shares; 2025Q4: 11,479 shares; 2026Q1: 12,341 shares; 2026Q2: 24,838 shares 24,838 $904K 0.02% +12,497 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: 162,860 shares; 2024Q4: 24,090 shares; 2025Q1: 22,426 shares; 2025Q2: 9,917 shares; 2025Q3: 15,237 shares; 2025Q4: 15,293 shares; 2026Q1: 72,010 shares; 2026Q2: 9,065 shares 9,065 $898K 0.02% -62,945 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,703 shares; 2026Q2: 43,082 shares 43,082 $896K 0.02% +40,379 Timeline BSCT 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: 31,079 shares; 2024Q4: 41,083 shares; 2025Q1: 44,908 shares; 2025Q2: 46,029 shares; 2025Q3: 47,098 shares; 2025Q4: 49,784 shares; 2026Q1: 48,941 shares; 2026Q2: 48,174 shares 48,174 $895K 0.02% -767 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: 296 shares; 2024Q4: 296 shares; 2025Q1: 4,509 shares; 2025Q2: 6,342 shares; 2025Q3: 19,608 shares; 2025Q4: 19,815 shares; 2026Q1: 17,864 shares; 2026Q2: 17,669 shares 17,669 $894K 0.02% -195 Timeline RAFE 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: not reported; 2026Q1: 18,489 shares; 2026Q2: 18,681 shares 18,681 $894K 0.02% +192 Timeline JAAA 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: 169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243 shares; 2025Q4: 1,813 shares; 2026Q1: 14,357 shares; 2026Q2: 17,658 shares 17,658 $891K 0.02% +3,301 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 3,891 shares; 2025Q2: 6,865 shares; 2025Q3: 14,897 shares; 2025Q4: 21,397 shares; 2026Q1: 23,890 shares; 2026Q2: 22,095 shares 22,095 $887K 0.02% -1,795 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 8,148 shares; 2025Q1: 8,148 shares; 2025Q2: 8,299 shares; 2025Q3: 8,439 shares; 2025Q4: 8,436 shares; 2026Q1: 8,446 shares; 2026Q2: 8,558 shares 8,558 $882K 0.02% +112 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: 17,397 shares; 2024Q4: 17,627 shares; 2025Q1: 18,613 shares; 2025Q2: 18,664 shares; 2025Q3: 19,199 shares; 2025Q4: 19,872 shares; 2026Q1: 5,692 shares; 2026Q2: 5,611 shares 5,611 $879K 0.02% -81 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: 1,233 shares; 2024Q4: 1,258 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: 4,522 shares; 2025Q4: 5,046 shares; 2026Q1: 5,301 shares; 2026Q2: 5,479 shares 5,479 $876K 0.02% +178 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: 5,018 shares; 2024Q4: 5,444 shares; 2025Q1: 6,604 shares; 2025Q2: 6,815 shares; 2025Q3: 6,654 shares; 2025Q4: 6,767 shares; 2026Q1: 6,792 shares; 2026Q2: 6,923 shares 6,923 $875K 0.02% +131 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,418 shares; 2024Q4: 77,918 shares; 2025Q1: 77,178 shares; 2025Q2: 70,323 shares; 2025Q3: 54,383 shares; 2025Q4: 57,553 shares; 2026Q1: 57,583 shares; 2026Q2: 34,563 shares 34,563 $865K 0.02% -23,020 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 1,340 shares; 2026Q1: 10,584 shares; 2026Q2: 16,430 shares 16,430 $861K 0.02% +5,846 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: 3,507 shares; 2024Q4: 3,922 shares; 2025Q1: 6,926 shares; 2025Q2: 6,840 shares; 2025Q3: 6,800 shares; 2025Q4: 6,664 shares; 2026Q1: 7,929 shares; 2026Q2: 7,732 shares 7,732 $853K 0.02% -197 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,975 shares; 2024Q4: 40,063 shares; 2025Q1: 19,470 shares; 2025Q2: 11,545 shares; 2025Q3: 23,274 shares; 2025Q4: 24,271 shares; 2026Q1: 28,436 shares; 2026Q2: 27,187 shares 27,187 $845K 0.02% -1,249 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,522 shares; 2024Q4: 15,097 shares; 2025Q1: 12,499 shares; 2025Q2: 13,344 shares; 2025Q3: 13,929 shares; 2025Q4: 15,352 shares; 2026Q1: 16,424 shares; 2026Q2: 15,319 shares 15,319 $838K 0.02% -1,105 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 3,387 shares; 2025Q4: 3,379 shares; 2026Q1: 3,310 shares; 2026Q2: 10,239 shares 10,239 $831K 0.02% +6,929 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: 786 shares; 2024Q4: 1,209 shares; 2025Q1: 2,536 shares; 2025Q2: 2,808 shares; 2025Q3: 2,794 shares; 2025Q4: 2,734 shares; 2026Q1: 2,776 shares; 2026Q2: 2,737 shares 2,737 $822K 0.02% -39 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,239 shares; 2024Q4: 25,239 shares; 2025Q1: 26,202 shares; 2025Q2: 26,202 shares; 2025Q3: 26,128 shares; 2025Q4: 23,306 shares; 2026Q1: 23,306 shares; 2026Q2: 20,605 shares 20,605 $820K 0.02% -2,701 Timeline FFLS NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,382 shares; 2024Q4: 28,830 shares; 2025Q1: 29,495 shares; 2025Q2: 29,495 shares; 2025Q3: 29,489 shares; 2025Q4: 34,276 shares; 2026Q1: 34,663 shares; 2026Q2: 34,888 shares 34,888 $816K 0.02% +225 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares; 2025Q3: 3,429 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares; 2026Q2: 3,429 shares 3,429 $814K 0.02% 0 Timeline LCTU 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: 6,339 shares; 2024Q4: 7,623 shares; 2025Q1: 8,122 shares; 2025Q2: 8,486 shares; 2025Q3: 9,334 shares; 2025Q4: 9,546 shares; 2026Q1: 8,707 shares; 2026Q2: 10,154 shares 10,154 $814K 0.02% +1,447 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,350 shares; 2025Q3: 21,947 shares; 2025Q4: 24,625 shares; 2026Q1: 29,672 shares; 2026Q2: 32,244 shares 32,244 $809K 0.02% +2,572 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,011 shares; 2024Q4: 24,011 shares; 2025Q1: 29,605 shares; 2025Q2: 30,592 shares; 2025Q3: 32,443 shares; 2025Q4: 32,028 shares; 2026Q1: 30,464 shares; 2026Q2: 30,464 shares 30,464 $807K 0.02% 0 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: 3,584 shares; 2024Q4: 3,590 shares; 2025Q1: 8,844 shares; 2025Q2: 8,849 shares; 2025Q3: 8,867 shares; 2025Q4: 17,827 shares; 2026Q1: 18,206 shares; 2026Q2: 17,729 shares 17,729 $804K 0.02% -477 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 8,511 shares; 2026Q2: 31,318 shares 31,318 $800K 0.02% +22,807 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 2,797 shares; 2025Q2: 2,798 shares; 2025Q3: 4,214 shares; 2025Q4: 4,996 shares; 2026Q1: 6,371 shares; 2026Q2: 8,861 shares 8,861 $796K 0.02% +2,490 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,927 shares; 2024Q4: 2,903 shares; 2025Q1: 2,838 shares; 2025Q2: 2,822 shares; 2025Q3: 2,791 shares; 2025Q4: 2,730 shares; 2026Q1: 2,725 shares; 2026Q2: 3,042 shares 3,042 $792K 0.02% +317 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,777 shares; 2026Q1: 15,787 shares; 2026Q2: 25,830 shares 25,830 $791K 0.02% +10,043 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 3,974 shares; 2025Q1: 7,582 shares; 2025Q2: 7,540 shares; 2025Q3: 7,628 shares; 2025Q4: 7,617 shares; 2026Q1: 7,103 shares; 2026Q2: 7,217 shares 7,217 $790K 0.02% +114 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,927 shares; 2024Q4: 4,925 shares; 2025Q1: 4,795 shares; 2025Q2: 4,795 shares; 2025Q3: 4,690 shares; 2025Q4: 4,285 shares; 2026Q1: 3,830 shares; 2026Q2: 3,051 shares 3,051 $787K 0.02% -779 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 396 shares; 2025Q2: not reported; 2025Q3: 12,569 shares; 2025Q4: 18,329 shares; 2026Q1: 26,729 shares; 2026Q2: 26,833 shares 26,833 $786K 0.02% +104 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: 11,383 shares; 2024Q4: 11,199 shares; 2025Q1: 12,011 shares; 2025Q2: 11,397 shares; 2025Q3: 10,644 shares; 2025Q4: 7,808 shares; 2026Q1: 5,916 shares; 2026Q2: 5,746 shares 5,746 $785K 0.02% -170 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: 526 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 4,207 shares; 2026Q2: 4,358 shares 4,358 $768K 0.02% +151 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,764 shares; 2025Q1: 2,072 shares; 2025Q2: 2,072 shares; 2025Q3: 2,072 shares; 2025Q4: 2,099 shares; 2026Q1: 2,075 shares; 2026Q2: 2,072 shares 2,072 $768K 0.02% -3 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: 1,031 shares; 2024Q4: 1,107 shares; 2025Q1: 4,222 shares; 2025Q2: 4,226 shares; 2025Q3: 4,246 shares; 2025Q4: 4,298 shares; 2026Q1: 4,865 shares; 2026Q2: 7,210 shares 7,210 $768K 0.02% +2,345 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: 36,499 shares; 2024Q4: 39,789 shares; 2025Q1: 51,248 shares; 2025Q2: 77,482 shares; 2025Q3: 69,584 shares; 2025Q4: 36,002 shares; 2026Q1: 33,124 shares; 2026Q2: 3,498 shares 3,498 $767K 0.02% -29,626 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,549 shares; 2025Q2: 1,912 shares; 2025Q3: 2,842 shares; 2025Q4: 4,243 shares; 2026Q1: 7,518 shares; 2026Q2: 8,170 shares 8,170 $765K 0.02% +652 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: 1,876 shares; 2024Q4: 1,986 shares; 2025Q1: 3,287 shares; 2025Q2: 3,167 shares; 2025Q3: 3,181 shares; 2025Q4: 3,168 shares; 2026Q1: 3,200 shares; 2026Q2: 3,139 shares 3,139 $761K 0.02% -61 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: 3,239 shares; 2024Q4: 3,248 shares; 2025Q1: 3,165 shares; 2025Q2: 2,821 shares; 2025Q3: 2,788 shares; 2025Q4: 2,770 shares; 2026Q1: 2,538 shares; 2026Q2: 2,548 shares 2,548 $759K 0.02% +10 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,104 shares; 2025Q2: 9,813 shares; 2025Q3: 9,842 shares; 2025Q4: 9,349 shares; 2026Q1: 14,044 shares; 2026Q2: 28,697 shares 28,697 $752K 0.02% +14,653 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,337 shares; 2024Q4: 35,493 shares; 2025Q1: 33,588 shares; 2025Q2: 32,213 shares; 2025Q3: 31,121 shares; 2025Q4: 34,401 shares; 2026Q1: 34,194 shares; 2026Q2: 36,343 shares 36,343 $751K 0.02% +2,149 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: 86 shares; 2024Q4: 13,532 shares; 2025Q1: 13,316 shares; 2025Q2: 12,898 shares; 2025Q3: 12,818 shares; 2025Q4: 13,129 shares; 2026Q1: 12,760 shares; 2026Q2: 14,738 shares 14,738 $746K 0.02% +1,978 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: 17,019 shares; 2026Q1: 14,791 shares; 2026Q2: 13,759 shares 13,759 $732K 0.02% -1,032 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,130 shares; 2024Q4: 15,130 shares; 2025Q1: 22,168 shares; 2025Q2: 21,584 shares; 2025Q3: 21,197 shares; 2025Q4: 21,132 shares; 2026Q1: 21,132 shares; 2026Q2: 21,541 shares 21,541 $732K 0.02% +409 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,834 shares; 2026Q1: 1,043 shares; 2026Q2: 5,527 shares 5,527 $731K 0.02% +4,484 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: 5,862 shares; 2024Q4: 5,703 shares; 2025Q1: 5,824 shares; 2025Q2: 4,763 shares; 2025Q3: 4,759 shares; 2025Q4: 4,973 shares; 2026Q1: 4,950 shares; 2026Q2: 4,782 shares 4,782 $725K 0.02% -168 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,179 shares; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 11,438 shares; 2025Q4: 12,795 shares; 2026Q1: 17,116 shares; 2026Q2: 21,692 shares 21,692 $722K 0.02% +4,576 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: 8,500 shares; 2024Q4: 8,472 shares; 2025Q1: 8,552 shares; 2025Q2: 8,552 shares; 2025Q3: 8,538 shares; 2025Q4: 8,613 shares; 2026Q1: 8,818 shares; 2026Q2: 9,073 shares 9,073 $715K 0.02% +255 Timeline CPSJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,512 shares; 2024Q4: 30,051 shares; 2025Q1: 27,427 shares; 2025Q2: 27,427 shares; 2025Q3: 27,427 shares; 2025Q4: 27,427 shares; 2026Q1: 27,427 shares; 2026Q2: 25,772 shares 25,772 $713K 0.02% -1,655 Timeline JHMU 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: 6,832 shares; 2024Q4: 6,863 shares; 2025Q1: 6,935 shares; 2025Q2: 6,971 shares; 2025Q3: 16,597 shares; 2025Q4: 21,395 shares; 2026Q1: 24,164 shares; 2026Q2: 27,059 shares 27,059 $712K 0.02% +2,895 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: 2,836 shares; 2024Q4: 2,892 shares; 2025Q1: 3,570 shares; 2025Q2: 3,548 shares; 2025Q3: 3,846 shares; 2025Q4: 8,002 shares; 2026Q1: 7,605 shares; 2026Q2: 5,986 shares 5,986 $702K 0.02% -1,619 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: 1,529 shares; 2024Q4: 1,675 shares; 2025Q1: 3,361 shares; 2025Q2: 3,364 shares; 2025Q3: 2,943 shares; 2025Q4: 5,351 shares; 2026Q1: 5,864 shares; 2026Q2: 7,063 shares 7,063 $694K 0.02% +1,199 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 2,128 shares; 2025Q1: 2,090 shares; 2025Q2: 2,091 shares; 2025Q3: 2,271 shares; 2025Q4: 2,099 shares; 2026Q1: 1,989 shares; 2026Q2: 1,659 shares 1,659 $692K 0.02% -330 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,567 shares; 2025Q1: 2,176 shares; 2025Q2: 2,283 shares; 2025Q3: 3,705 shares; 2025Q4: 3,384 shares; 2026Q1: 3,393 shares; 2026Q2: 4,212 shares 4,212 $690K 0.02% +819 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: 9,550 shares; 2024Q4: 9,488 shares; 2025Q1: 10,142 shares; 2025Q2: 5,557 shares; 2025Q3: 4,564 shares; 2025Q4: 4,074 shares; 2026Q1: 3,953 shares; 2026Q2: 3,863 shares 3,863 $690K 0.02% -90 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: 13,883 shares; 2024Q4: 13,425 shares; 2025Q1: 12,994 shares; 2025Q2: 12,969 shares; 2025Q3: 12,828 shares; 2025Q4: 11,465 shares; 2026Q1: 12,238 shares; 2026Q2: 11,930 shares 11,930 $688K 0.02% -308 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: 503 shares; 2024Q4: 463 shares; 2025Q1: 988 shares; 2025Q2: 954 shares; 2025Q3: 950 shares; 2025Q4: 1,692 shares; 2026Q1: 2,587 shares; 2026Q2: 2,525 shares 2,525 $687K 0.02% -62 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,429 shares; 2025Q1: 28,740 shares; 2025Q2: 28,740 shares; 2025Q3: 28,740 shares; 2025Q4: 28,740 shares; 2026Q1: 28,740 shares; 2026Q2: 28,740 shares 28,740 $687K 0.02% 0 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: 13,391 shares; 2024Q4: 13,259 shares; 2025Q1: 10,649 shares; 2025Q2: 10,050 shares; 2025Q3: 9,118 shares; 2025Q4: 7,948 shares; 2026Q1: 6,846 shares; 2026Q2: 6,695 shares 6,695 $685K 0.02% -151 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 33,754 shares; 2026Q1: 37,300 shares; 2026Q2: 27,090 shares 27,090 $684K 0.02% -10,210 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,506 shares; 2024Q4: 11,255 shares; 2025Q1: 12,117 shares; 2025Q2: 13,022 shares; 2025Q3: 22,279 shares; 2025Q4: 25,713 shares; 2026Q1: 26,392 shares; 2026Q2: 28,384 shares 28,384 $677K 0.02% +1,992 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: 3,002 shares; 2024Q4: 2,268 shares; 2025Q1: 2,394 shares; 2025Q2: 3,159 shares; 2025Q3: 2,811 shares; 2025Q4: 12,748 shares; 2026Q1: 12,729 shares; 2026Q2: 11,461 shares 11,461 $675K 0.02% -1,268 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,814 shares; 2024Q4: 13,930 shares; 2025Q1: 18,210 shares; 2025Q2: 18,226 shares; 2025Q3: 22,171 shares; 2025Q4: 17,658 shares; 2026Q1: 17,675 shares; 2026Q2: 16,788 shares 16,788 $657K 0.02% -887 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,540 shares; 2025Q4: 8,517 shares; 2026Q1: 14,681 shares; 2026Q2: 19,789 shares 19,789 $649K 0.01% +5,108 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 13,446 shares; 2025Q1: 14,677 shares; 2025Q2: 15,096 shares; 2025Q3: 15,910 shares; 2025Q4: 18,393 shares; 2026Q1: 18,496 shares; 2026Q2: 18,392 shares 18,392 $640K 0.01% -104 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,063 shares; 2026Q1: 4,070 shares; 2026Q2: 4,070 shares 4,070 $638K 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: 2,176 shares; 2024Q4: 2,204 shares; 2025Q1: 2,200 shares; 2025Q2: 2,359 shares; 2025Q3: 2,375 shares; 2025Q4: 2,128 shares; 2026Q1: 1,988 shares; 2026Q2: 2,919 shares 2,919 $637K 0.01% +931 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 327 shares; 2026Q2: 15,782 shares 15,782 $636K 0.01% +15,455 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: 10,492 shares; 2024Q4: 10,512 shares; 2025Q1: 10,533 shares; 2025Q2: 9,649 shares; 2025Q3: 9,707 shares; 2025Q4: 13,389 shares; 2026Q1: 13,406 shares; 2026Q2: 12,984 shares 12,984 $636K 0.01% -422 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 3,317 shares; 2025Q1: 3,198 shares; 2025Q2: 3,596 shares; 2025Q3: 4,121 shares; 2025Q4: 4,221 shares; 2026Q1: 4,388 shares; 2026Q2: 4,388 shares 4,388 $635K 0.01% 0 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: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 436 shares; 2025Q3: 3,465 shares; 2025Q4: 5,498 shares; 2026Q1: 5,636 shares; 2026Q2: 11,274 shares 11,274 $634K 0.01% +5,638 Timeline VGK 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: 774 shares; 2024Q4: 774 shares; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 5,084 shares; 2025Q4: 5,120 shares; 2026Q1: 5,904 shares; 2026Q2: 7,133 shares 7,133 $631K 0.01% +1,229 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: 683 shares; 2024Q4: 2,617 shares; 2025Q1: 2,281 shares; 2025Q2: 3,089 shares; 2025Q3: 9,987 shares; 2025Q4: 14,554 shares; 2026Q1: 15,002 shares; 2026Q2: 14,285 shares 14,285 $629K 0.01% -717 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,405 shares; 2024Q4: 11,403 shares; 2025Q1: 10,805 shares; 2025Q2: 10,723 shares; 2025Q3: 10,603 shares; 2025Q4: 10,926 shares; 2026Q1: 12,547 shares; 2026Q2: 12,021 shares 12,021 $627K 0.01% -526 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,249 shares; 2025Q1: 2,198 shares; 2025Q2: 2,206 shares; 2025Q3: 2,148 shares; 2025Q4: 2,214 shares; 2026Q1: 2,242 shares; 2026Q2: 2,152 shares 2,152 $626K 0.01% -90 Timeline BSJQ 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: 34,743 shares; 2024Q4: 34,972 shares; 2025Q1: 40,165 shares; 2025Q2: 40,397 shares; 2025Q3: 33,940 shares; 2025Q4: 30,287 shares; 2026Q1: 30,359 shares; 2026Q2: 27,191 shares 27,191 $624K 0.01% -3,168 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,666 shares; 2025Q1: 30,612 shares; 2025Q2: 30,612 shares; 2025Q3: 30,612 shares; 2025Q4: 23,472 shares; 2026Q1: 23,472 shares; 2026Q2: 23,472 shares 23,472 $620K 0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,362 shares; 2024Q4: 27,819 shares; 2025Q1: 766 shares; 2025Q2: 258 shares; 2025Q3: 232 shares; 2025Q4: 1,493 shares; 2026Q1: 1,813 shares; 2026Q2: 7,140 shares 7,140 $617K 0.01% +5,327 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: 95,288 shares; 2024Q4: 99,015 shares; 2025Q1: 1,782 shares; 2025Q2: 4,972 shares; 2025Q3: 5,109 shares; 2025Q4: 10,586 shares; 2026Q1: 11,851 shares; 2026Q2: 12,816 shares 12,816 $614K 0.01% +965 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: 9,310 shares; 2024Q4: 7,664 shares; 2025Q1: 4,707 shares; 2025Q2: 3,926 shares; 2025Q3: 4,533 shares; 2025Q4: 4,533 shares; 2026Q1: 4,402 shares; 2026Q2: 4,256 shares 4,256 $595K 0.01% -146 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 1,264 shares; 2026Q2: 4,398 shares 4,398 $592K 0.01% +3,134 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,040 shares; 2024Q4: 11,787 shares; 2025Q1: 15,236 shares; 2025Q2: 15,118 shares; 2025Q3: 16,010 shares; 2025Q4: 15,805 shares; 2026Q1: 14,378 shares; 2026Q2: 13,656 shares 13,656 $588K 0.01% -722 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: 4,862 shares; 2024Q4: 5,683 shares; 2025Q1: 5,502 shares; 2025Q2: 5,330 shares; 2025Q3: 5,310 shares; 2025Q4: 5,153 shares; 2026Q1: 4,607 shares; 2026Q2: 4,610 shares 4,610 $584K 0.01% +3 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,615 shares; 2024Q4: 2,939 shares; 2025Q1: 3,176 shares; 2025Q2: 3,280 shares; 2025Q3: 3,619 shares; 2025Q4: 3,689 shares; 2026Q1: 3,313 shares; 2026Q2: 4,101 shares 4,101 $584K 0.01% +788 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,663 shares; 2026Q2: 14,861 shares 14,861 $584K 0.01% +6,198 Timeline CPSA CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,424 shares; 2024Q4: 23,424 shares; 2025Q1: 25,890 shares; 2025Q2: 25,890 shares; 2025Q3: 24,862 shares; 2025Q4: 21,235 shares; 2026Q1: 20,937 shares; 2026Q2: 20,937 shares 20,937 $581K 0.01% 0 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: 211 shares; 2024Q4: 202 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 244 shares; 2025Q4: 225 shares; 2026Q1: 214 shares; 2026Q2: 1,920 shares 1,920 $579K 0.01% +1,706 Timeline QWLD 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: 3,858 shares; 2024Q4: 3,718 shares; 2025Q1: 3,718 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,758 shares; 2026Q1: 3,758 shares; 2026Q2: 3,776 shares 3,776 $574K 0.01% +18 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: 722 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 654 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 600 shares; 2026Q2: 586 shares 586 $573K 0.01% -14 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,031 shares; 2024Q4: 17,275 shares; 2025Q1: 9,686 shares; 2025Q2: 6,429 shares; 2025Q3: 10,317 shares; 2025Q4: 10,887 shares; 2026Q1: 11,318 shares; 2026Q2: 10,852 shares 10,852 $573K 0.01% -466 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,905 shares; 2026Q1: 3,917 shares; 2026Q2: 3,431 shares 3,431 $560K 0.01% -486 Timeline BBHY 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: 6,065 shares; 2024Q4: 6,137 shares; 2025Q1: 5,932 shares; 2025Q2: 6,637 shares; 2025Q3: 6,614 shares; 2025Q4: 7,020 shares; 2026Q1: 9,583 shares; 2026Q2: 12,104 shares 12,104 $558K 0.01% +2,521 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: 3,967 shares; 2024Q4: 1,686 shares; 2025Q1: 1,906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 1,048 shares; 2026Q1: 1,025 shares; 2026Q2: 953 shares 953 $554K 0.01% -72 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: 2,729 shares; 2024Q4: 2,743 shares; 2025Q1: 2,745 shares; 2025Q2: 2,694 shares; 2025Q3: 2,756 shares; 2025Q4: 2,650 shares; 2026Q1: 2,461 shares; 2026Q2: 2,405 shares 2,405 $546K 0.01% -56 Timeline CPSF CALAMOS ETF TR More: the full row for CALAMOS 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: 20,712 shares; 2025Q4: 20,712 shares; 2026Q1: 20,712 shares; 2026Q2: 20,712 shares 20,712 $543K 0.01% 0 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: 1,995 shares; 2024Q4: 2,344 shares; 2025Q1: 2,452 shares; 2025Q2: 2,413 shares; 2025Q3: 2,429 shares; 2025Q4: 2,584 shares; 2026Q1: 3,142 shares; 2026Q2: 3,404 shares 3,404 $540K 0.01% +262 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: 9,374 shares; 2024Q4: 9,398 shares; 2025Q1: 9,105 shares; 2025Q2: 7,289 shares; 2025Q3: 7,302 shares; 2025Q4: 5,641 shares; 2026Q1: 5,652 shares; 2026Q2: 5,622 shares 5,622 $538K 0.01% -30 Timeline DWX 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: 4,695 shares; 2024Q4: 5,408 shares; 2025Q1: 12,486 shares; 2025Q2: 12,506 shares; 2025Q3: 12,086 shares; 2025Q4: 11,666 shares; 2026Q1: 11,688 shares; 2026Q2: 11,688 shares 11,688 $537K 0.01% 0 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 4,306 shares; 2026Q2: 5,828 shares 5,828 $536K 0.01% +1,522 Timeline RSMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,068 shares; 2025Q3: 19,075 shares; 2025Q4: 19,075 shares; 2026Q1: 22,452 shares; 2026Q2: 22,452 shares 22,452 $532K 0.01% 0 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,177 shares; 2024Q4: 12,215 shares; 2025Q1: 11,896 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 11,848 shares; 2026Q1: 11,642 shares; 2026Q2: 11,642 shares 11,642 $524K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 40 shares; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 24 shares; 2025Q4: 95 shares; 2026Q1: 40 shares; 2026Q2: 5,221 shares 5,221 $518K 0.01% +5,181 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: 5,982 shares; 2024Q4: 7,311 shares; 2025Q1: 5,827 shares; 2025Q2: 7,718 shares; 2025Q3: 7,735 shares; 2025Q4: 9,080 shares; 2026Q1: 8,889 shares; 2026Q2: 8,908 shares 8,908 $515K 0.01% +19 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 5,947 shares; 2026Q2: 9,823 shares 9,823 $512K 0.01% +3,876 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: 22,809 shares; 2024Q4: 23,411 shares; 2025Q1: 18,813 shares; 2025Q2: 15,714 shares; 2025Q3: 16,037 shares; 2025Q4: 5,743 shares; 2026Q1: 7,898 shares; 2026Q2: 10,539 shares 10,539 $507K 0.01% +2,641 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 2,313 shares; 2025Q1: 2,379 shares; 2025Q2: 1,964 shares; 2025Q3: 1,993 shares; 2025Q4: 2,187 shares; 2026Q1: 2,776 shares; 2026Q2: 3,945 shares 3,945 $504K 0.01% +1,169 Timeline BSCV 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: 15,063 shares; 2024Q4: 15,284 shares; 2025Q1: 14,501 shares; 2025Q2: 16,162 shares; 2025Q3: 16,256 shares; 2025Q4: 19,068 shares; 2026Q1: 23,256 shares; 2026Q2: 30,761 shares 30,761 $504K 0.01% +7,505 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: 673 shares; 2024Q4: 781 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 834 shares; 2025Q4: 774 shares; 2026Q1: 776 shares; 2026Q2: 703 shares 703 $502K 0.01% -73 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,120 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: 10,954 shares; 2025Q3: 10,954 shares; 2025Q4: 10,954 shares; 2026Q1: 10,954 shares; 2026Q2: 10,954 shares 10,954 $500K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 527 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 780 shares 780 $499K 0.01% +403 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,393 shares; 2024Q4: 6,397 shares; 2025Q1: 6,478 shares; 2025Q2: 6,478 shares; 2025Q3: 6,494 shares; 2025Q4: 6,651 shares; 2026Q1: 6,623 shares; 2026Q2: 7,289 shares 7,289 $498K 0.01% +666 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 122 shares; 2025Q1: 1,880 shares; 2025Q2: 1,937 shares; 2025Q3: 2,033 shares; 2025Q4: 1,965 shares; 2026Q1: 1,981 shares; 2026Q2: 2,019 shares 2,019 $497K 0.01% +38 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 2,197 shares; 2025Q3: 7,262 shares; 2025Q4: 5,987 shares; 2026Q1: 10,402 shares; 2026Q2: 10,594 shares 10,594 $496K 0.01% +192 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,761 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 3,143 shares; 2025Q4: 3,708 shares; 2026Q1: 3,901 shares; 2026Q2: 4,437 shares 4,437 $493K 0.01% +536 Timeline CALAMOS ETF TR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,827 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 17,361 shares; 2025Q4: 17,361 shares; 2026Q1: 17,361 shares; 2026Q2: 17,361 shares 17,361 $489K 0.01% 0 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: 1,149 shares; 2024Q4: 1,781 shares; 2025Q1: 1,756 shares; 2025Q2: 1,763 shares; 2025Q3: 1,768 shares; 2025Q4: 1,948 shares; 2026Q1: 1,965 shares; 2026Q2: 2,435 shares 2,435 $488K 0.01% +470 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: 1,186 shares; 2024Q4: 1,693 shares; 2025Q1: 4,607 shares; 2025Q2: 5,852 shares; 2025Q3: 5,860 shares; 2025Q4: 5,863 shares; 2026Q1: 8,267 shares; 2026Q2: 9,007 shares 9,007 $483K 0.01% +740 Timeline