NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,636 shares; 2024Q4: 231,182 shares; 2025Q1: 269,599 shares; 2025Q2: 267,812 shares; 2025Q3: 269,993 shares; 2025Q4: 268,121 shares; 2026Q1: 274,131 shares; 2026Q2: 278,059 shares 278,059 $55.6M 3.43% +3,928 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: 646,396 shares; 2024Q4: 714,609 shares; 2025Q1: 707,176 shares; 2025Q2: 636,619 shares; 2025Q3: not reported; 2025Q4: 709,767 shares; 2026Q1: 609,138 shares; 2026Q2: 550,727 shares 550,727 $50.5M 3.11% -58,411 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: 148,973 shares; 2024Q4: 141,953 shares; 2025Q1: 145,763 shares; 2025Q2: 150,048 shares; 2025Q3: 148,668 shares; 2025Q4: 151,373 shares; 2026Q1: 125,718 shares; 2026Q2: 129,139 shares 129,139 $37.4M 2.31% +3,421 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: 93,209 shares; 2024Q4: 94,571 shares; 2025Q1: 98,695 shares; 2025Q2: 101,937 shares; 2025Q3: 108,029 shares; 2025Q4: 109,850 shares; 2026Q1: 112,951 shares; 2026Q2: 114,946 shares 114,946 $27.4M 1.69% +1,995 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: 91,165 shares; 2024Q4: 93,211 shares; 2025Q1: 99,503 shares; 2025Q2: 101,301 shares; 2025Q3: 106,099 shares; 2025Q4: 109,879 shares; 2026Q1: 119,301 shares; 2026Q2: 119,947 shares 119,947 $26.1M 1.61% +646 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: 74,812 shares; 2024Q4: 76,537 shares; 2025Q1: 77,915 shares; 2025Q2: 79,576 shares; 2025Q3: 79,214 shares; 2025Q4: 77,510 shares; 2026Q1: 73,157 shares; 2026Q2: 73,478 shares 73,478 $26M 1.6% +321 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,577 shares; 2024Q4: 21,150 shares; 2025Q1: 75,503 shares; 2025Q2: 116,864 shares; 2025Q3: 168,092 shares; 2025Q4: 258,407 shares; 2026Q1: 372,472 shares; 2026Q2: 413,694 shares 413,694 $23.5M 1.45% +41,222 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: 23,579 shares; 2024Q4: 23,428 shares; 2025Q1: 24,475 shares; 2025Q2: 24,976 shares; 2025Q3: 23,094 shares; 2025Q4: 23,385 shares; 2026Q1: 24,754 shares; 2026Q2: 253,186 shares 253,186 $21.8M 1.35% +228,432 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: 400,072 shares; 2024Q4: 391,722 shares; 2025Q1: 412,543 shares; 2025Q2: 425,899 shares; 2025Q3: 438,148 shares; 2025Q4: 421,584 shares; 2026Q1: 416,201 shares; 2026Q2: 414,063 shares 414,063 $20.9M 1.29% -2,138 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: 82,564 shares; 2024Q4: 95,923 shares; 2025Q1: 122,441 shares; 2025Q2: 154,690 shares; 2025Q3: 170,106 shares; 2025Q4: 225,716 shares; 2026Q1: 294,423 shares; 2026Q2: 358,114 shares 358,114 $20.2M 1.25% +63,691 Timeline JBND 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: 302,873 shares; 2024Q4: 303,528 shares; 2025Q1: 312,574 shares; 2025Q2: 316,167 shares; 2025Q3: 341,662 shares; 2025Q4: 357,905 shares; 2026Q1: 380,847 shares; 2026Q2: 355,627 shares 355,627 $19M 1.17% -25,220 Timeline UCON 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: 647,826 shares; 2024Q4: 647,956 shares; 2025Q1: 664,635 shares; 2025Q2: 670,798 shares; 2025Q3: 723,645 shares; 2025Q4: 755,223 shares; 2026Q1: 813,598 shares; 2026Q2: 756,295 shares 756,295 $18.8M 1.16% -57,303 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: 11,015 shares; 2024Q4: 12,580 shares; 2025Q1: 12,690 shares; 2025Q2: 13,524 shares; 2025Q3: 13,959 shares; 2025Q4: 13,805 shares; 2026Q1: 13,741 shares; 2026Q2: 24,372 shares 24,372 $18.2M 1.12% +10,631 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: 36,486 shares; 2024Q4: 36,157 shares; 2025Q1: 37,129 shares; 2025Q2: 34,359 shares; 2025Q3: 34,890 shares; 2025Q4: 36,010 shares; 2026Q1: 42,274 shares; 2026Q2: 47,812 shares 47,812 $17.8M 1.1% +5,538 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: 42,380 shares; 2024Q4: 42,362 shares; 2025Q1: 45,209 shares; 2025Q2: 45,312 shares; 2025Q3: 47,729 shares; 2025Q4: 46,213 shares; 2026Q1: 44,041 shares; 2026Q2: 44,287 shares 44,287 $16.7M 1.03% +246 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: 88,005 shares; 2024Q4: 85,435 shares; 2025Q1: 93,027 shares; 2025Q2: 91,163 shares; 2025Q3: 42,339 shares; 2025Q4: 70,925 shares; 2026Q1: 71,369 shares; 2026Q2: 63,330 shares 63,330 $13.5M 0.83% -8,039 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 13,880 shares; 2025Q1: 43,849 shares; 2025Q2: 71,825 shares; 2025Q3: 100,506 shares; 2025Q4: 154,527 shares; 2026Q1: 229,643 shares; 2026Q2: 246,423 shares 246,423 $13.1M 0.81% +16,780 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,060 shares; 2024Q4: 261,333 shares; 2025Q1: 257,677 shares; 2025Q2: 253,273 shares; 2025Q3: 238,324 shares; 2025Q4: 231,483 shares; 2026Q1: 214,238 shares; 2026Q2: 216,011 shares 216,011 $12.9M 0.8% +1,773 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: 73,722 shares; 2024Q4: 72,849 shares; 2025Q1: 77,969 shares; 2025Q2: 54,303 shares; 2025Q3: 53,749 shares; 2025Q4: 54,425 shares; 2026Q1: 57,825 shares; 2026Q2: 57,843 shares 57,843 $12.7M 0.78% +18 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: 16,458 shares; 2024Q4: 18,189 shares; 2025Q1: 16,821 shares; 2025Q2: 16,940 shares; 2025Q3: 16,273 shares; 2025Q4: 17,796 shares; 2026Q1: 16,609 shares; 2026Q2: 17,136 shares 17,136 $12.6M 0.78% +527 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: 5,688 shares; 2024Q4: 4,974 shares; 2025Q1: 5,009 shares; 2025Q2: 3,570 shares; 2025Q3: 20,838 shares; 2025Q4: 55,486 shares; 2026Q1: 93,302 shares; 2026Q2: 121,516 shares 121,516 $12.3M 0.76% +28,214 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,952 shares; 2024Q4: 195,281 shares; 2025Q1: 200,110 shares; 2025Q2: 204,612 shares; 2025Q3: 219,304 shares; 2025Q4: 209,600 shares; 2026Q1: 205,558 shares; 2026Q2: 205,037 shares 205,037 $11.9M 0.74% -521 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: 213,711 shares; 2024Q4: 174,309 shares; 2025Q1: 187,446 shares; 2025Q2: 227,736 shares; 2025Q3: 235,109 shares; 2025Q4: 244,519 shares; 2026Q1: 271,958 shares; 2026Q2: 322,889 shares 322,889 $11.8M 0.73% +50,931 Timeline FCEF 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: 449,134 shares; 2024Q4: 440,921 shares; 2025Q1: 437,889 shares; 2025Q2: 439,056 shares; 2025Q3: 444,899 shares; 2025Q4: 457,362 shares; 2026Q1: 469,977 shares; 2026Q2: 476,813 shares 476,813 $11.5M 0.71% +6,836 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,970 shares; 2024Q4: 213,565 shares; 2025Q1: 222,375 shares; 2025Q2: 222,262 shares; 2025Q3: 233,019 shares; 2025Q4: 244,496 shares; 2026Q1: 260,979 shares; 2026Q2: 150,473 shares 150,473 $11.3M 0.7% -110,506 Timeline VT 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: 958 shares; 2024Q4: 961 shares; 2025Q1: 3,740 shares; 2025Q2: 962 shares; 2025Q3: 914 shares; 2025Q4: 997 shares; 2026Q1: 2,056 shares; 2026Q2: 71,112 shares 71,112 $11.2M 0.69% +69,056 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,018 shares; 2024Q4: 209,146 shares; 2025Q1: 214,692 shares; 2025Q2: 218,306 shares; 2025Q3: 217,200 shares; 2025Q4: 231,938 shares; 2026Q1: 248,757 shares; 2026Q2: 242,885 shares 242,885 $11.1M 0.69% -5,872 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: 74,520 shares; 2024Q4: 77,656 shares; 2025Q1: 79,401 shares; 2025Q2: 79,134 shares; 2025Q3: 79,531 shares; 2025Q4: 82,182 shares; 2026Q1: 85,140 shares; 2026Q2: 86,374 shares 86,374 $10.9M 0.67% +1,234 Timeline LQDH 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: 100,988 shares; 2024Q4: 100,361 shares; 2025Q1: 101,778 shares; 2025Q2: 102,131 shares; 2025Q3: 107,444 shares; 2025Q4: 109,515 shares; 2026Q1: 114,352 shares; 2026Q2: 115,582 shares 115,582 $10.8M 0.66% +1,230 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: 70,693 shares; 2024Q4: 67,363 shares; 2025Q1: 71,171 shares; 2025Q2: 68,795 shares; 2025Q3: 92,374 shares; 2025Q4: 95,471 shares; 2026Q1: 64,316 shares; 2026Q2: 71,323 shares 71,323 $10.6M 0.65% +7,007 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: 7,833 shares; 2024Q4: 7,707 shares; 2025Q1: 8,084 shares; 2025Q2: 8,755 shares; 2025Q3: 8,795 shares; 2025Q4: 8,694 shares; 2026Q1: 8,531 shares; 2026Q2: 8,697 shares 8,697 $10.4M 0.64% +166 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: 22,650 shares; 2024Q4: 23,143 shares; 2025Q1: 23,677 shares; 2025Q2: 26,726 shares; 2025Q3: 26,816 shares; 2025Q4: 27,097 shares; 2026Q1: 27,399 shares; 2026Q2: 29,679 shares 29,679 $9.71M 0.6% +2,280 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: 13,028 shares; 2024Q4: 13,076 shares; 2025Q1: 13,255 shares; 2025Q2: 14,395 shares; 2025Q3: 14,501 shares; 2025Q4: 15,243 shares; 2026Q1: 17,152 shares; 2026Q2: 16,807 shares 16,807 $9.47M 0.58% -345 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,221 shares; 2024Q4: 135,577 shares; 2025Q1: 156,452 shares; 2025Q2: 164,298 shares; 2025Q3: 163,514 shares; 2025Q4: 155,684 shares; 2026Q1: 156,129 shares; 2026Q2: 178,631 shares 178,631 $9.23M 0.57% +22,502 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: 32,552 shares; 2024Q4: 30,906 shares; 2025Q1: 31,394 shares; 2025Q2: 31,792 shares; 2025Q3: 34,877 shares; 2025Q4: 35,155 shares; 2026Q1: 36,730 shares; 2026Q2: 35,778 shares 35,778 $9.09M 0.56% -952 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: 16,487 shares; 2024Q4: 18,069 shares; 2025Q1: 22,526 shares; 2025Q2: 24,410 shares; 2025Q3: 24,551 shares; 2025Q4: 24,213 shares; 2026Q1: 27,572 shares; 2026Q2: 15,613 shares 15,613 $9.07M 0.56% -11,959 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: 31,095 shares; 2024Q4: 29,575 shares; 2025Q1: 31,401 shares; 2025Q2: 33,628 shares; 2025Q3: 32,613 shares; 2025Q4: 33,217 shares; 2026Q1: 28,378 shares; 2026Q2: 110,890 shares 110,890 $8.93M 0.55% +82,512 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: 38,568 shares; 2024Q4: 38,052 shares; 2025Q1: 49,628 shares; 2025Q2: 48,851 shares; 2025Q3: 47,492 shares; 2025Q4: 48,039 shares; 2026Q1: 46,377 shares; 2026Q2: 35,075 shares 35,075 $8.83M 0.54% -11,302 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: 11,443 shares; 2024Q4: 11,097 shares; 2025Q1: 12,393 shares; 2025Q2: 14,156 shares; 2025Q3: 14,919 shares; 2025Q4: 16,589 shares; 2026Q1: 16,917 shares; 2026Q2: 17,571 shares 17,571 $8.79M 0.54% +654 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,079 shares; 2024Q4: 27,405 shares; 2025Q1: 31,632 shares; 2025Q2: 27,484 shares; 2025Q3: 26,550 shares; 2025Q4: 26,451 shares; 2026Q1: 26,299 shares; 2026Q2: 23,633 shares 23,633 $8.71M 0.54% -2,666 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,527 shares; 2025Q2: 18,024 shares; 2025Q3: not reported; 2025Q4: 37,535 shares; 2026Q1: 86,730 shares; 2026Q2: 86,272 shares 86,272 $8.69M 0.54% -458 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: 21,303 shares; 2024Q4: 21,131 shares; 2025Q1: 22,157 shares; 2025Q2: 26,096 shares; 2025Q3: 22,571 shares; 2025Q4: 22,148 shares; 2026Q1: 22,832 shares; 2026Q2: 24,285 shares 24,285 $8.68M 0.54% +1,453 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: 26,452 shares; 2024Q4: 21,680 shares; 2025Q1: 22,117 shares; 2025Q2: 22,261 shares; 2025Q3: 22,048 shares; 2025Q4: 21,991 shares; 2026Q1: 22,633 shares; 2026Q2: 22,009 shares 22,009 $8.14M 0.5% -624 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 4,449 shares; 2025Q1: 4,533 shares; 2025Q2: 4,740 shares; 2025Q3: 5,625 shares; 2025Q4: 6,311 shares; 2026Q1: 6,680 shares; 2026Q2: 11,176 shares 11,176 $7.68M 0.47% +4,496 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,610 shares; 2024Q4: 32,530 shares; 2025Q1: 58,303 shares; 2025Q2: 55,603 shares; 2025Q3: 57,759 shares; 2025Q4: 66,090 shares; 2026Q1: 76,690 shares; 2026Q2: 397,911 shares 397,911 $7.58M 0.47% +321,221 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: 23,436 shares; 2024Q4: 23,551 shares; 2025Q1: 23,354 shares; 2025Q2: 23,600 shares; 2025Q3: 23,327 shares; 2025Q4: 157,230 shares; 2026Q1: 163,762 shares; 2026Q2: 166,944 shares 166,944 $7.57M 0.47% +3,182 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,282 shares; 2026Q2: 156,720 shares 156,720 $7.23M 0.45% +154,438 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: 48,886 shares; 2024Q4: 50,858 shares; 2025Q1: 52,252 shares; 2025Q2: 51,968 shares; 2025Q3: 52,730 shares; 2025Q4: 53,971 shares; 2026Q1: 53,672 shares; 2026Q2: 62,738 shares 62,738 $7.11M 0.44% +9,066 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: 15,108 shares; 2024Q4: 15,189 shares; 2025Q1: 16,115 shares; 2025Q2: 16,765 shares; 2025Q3: 17,131 shares; 2025Q4: 17,251 shares; 2026Q1: 19,433 shares; 2026Q2: 19,892 shares 19,892 $6.82M 0.42% +459 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: 31,190 shares; 2024Q4: 31,484 shares; 2025Q1: 32,198 shares; 2025Q2: 33,406 shares; 2025Q3: 34,084 shares; 2025Q4: 35,240 shares; 2026Q1: 37,326 shares; 2026Q2: 40,784 shares 40,784 $6.45M 0.4% +3,458 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: 110,212 shares; 2024Q4: 108,788 shares; 2025Q1: 111,680 shares; 2025Q2: 112,643 shares; 2025Q3: 119,721 shares; 2025Q4: 123,409 shares; 2026Q1: 129,696 shares; 2026Q2: 127,931 shares 127,931 $6.44M 0.4% -1,765 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114,580 shares 114,580 $6.41M 0.4% new 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: 60,562 shares; 2024Q4: 62,258 shares; 2025Q1: 64,893 shares; 2025Q2: 68,853 shares; 2025Q3: 66,648 shares; 2025Q4: 70,806 shares; 2026Q1: 73,930 shares; 2026Q2: 76,818 shares 76,818 $6.38M 0.39% +2,888 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: 59,090 shares; 2024Q4: 58,715 shares; 2025Q1: 58,967 shares; 2025Q2: 59,160 shares; 2025Q3: 59,097 shares; 2025Q4: 66,279 shares; 2026Q1: 66,263 shares; 2026Q2: 66,301 shares 66,301 $6.34M 0.39% +38 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: 34,978 shares; 2024Q4: 52,756 shares; 2025Q1: 109,277 shares; 2025Q2: 146,414 shares; 2025Q3: 165,278 shares; 2025Q4: 173,188 shares; 2026Q1: 169,228 shares; 2026Q2: 180,271 shares 180,271 $6.18M 0.38% +11,043 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: 5,008 shares; 2024Q4: 5,024 shares; 2025Q1: 5,384 shares; 2025Q2: 5,716 shares; 2025Q3: 5,545 shares; 2025Q4: 5,473 shares; 2026Q1: 5,484 shares; 2026Q2: 5,760 shares 5,760 $6.13M 0.38% +276 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,386 shares; 2024Q4: 94,625 shares; 2025Q1: 89,840 shares; 2025Q2: 88,522 shares; 2025Q3: 82,290 shares; 2025Q4: 81,134 shares; 2026Q1: 76,708 shares; 2026Q2: 73,832 shares 73,832 $6.05M 0.37% -2,876 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,412 shares; 2024Q4: 29,797 shares; 2025Q1: 49,245 shares; 2025Q2: 55,181 shares; 2025Q3: 49,692 shares; 2025Q4: 52,136 shares; 2026Q1: 57,609 shares; 2026Q2: 68,616 shares 68,616 $6.03M 0.37% +11,007 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,308 shares; 2024Q4: 53,508 shares; 2025Q1: 105,079 shares; 2025Q2: 117,845 shares; 2025Q3: not reported; 2025Q4: 135,215 shares; 2026Q1: 124,933 shares; 2026Q2: 120,829 shares 120,829 $6.02M 0.37% -4,104 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: 48,030 shares; 2024Q4: 48,564 shares; 2025Q1: 50,135 shares; 2025Q2: 52,200 shares; 2025Q3: 53,292 shares; 2025Q4: 52,278 shares; 2026Q1: 53,131 shares; 2026Q2: 107,012 shares 107,012 $6.01M 0.37% +53,881 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: 49,028 shares; 2024Q4: 56,307 shares; 2025Q1: 63,251 shares; 2025Q2: 89,271 shares; 2025Q3: 91,571 shares; 2025Q4: 104,727 shares; 2026Q1: 124,856 shares; 2026Q2: 141,795 shares 141,795 $5.83M 0.36% +16,939 Timeline DUHP 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: 80,548 shares; 2024Q4: 79,892 shares; 2025Q1: 96,981 shares; 2025Q2: 105,061 shares; 2025Q3: 105,470 shares; 2025Q4: 111,016 shares; 2026Q1: 114,274 shares; 2026Q2: 136,464 shares 136,464 $5.69M 0.35% +22,190 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: 32,905 shares; 2024Q4: 33,147 shares; 2025Q1: 37,709 shares; 2025Q2: 39,320 shares; 2025Q3: 36,369 shares; 2025Q4: 37,295 shares; 2026Q1: 37,813 shares; 2026Q2: 38,582 shares 38,582 $5.66M 0.35% +769 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,822 shares; 2024Q4: 61,842 shares; 2025Q1: 61,904 shares; 2025Q2: 62,100 shares; 2025Q3: 62,274 shares; 2025Q4: 62,992 shares; 2026Q1: 63,093 shares; 2026Q2: 63,299 shares 63,299 $5.65M 0.35% +206 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: 92,891 shares; 2024Q4: 97,988 shares; 2025Q1: 153,557 shares; 2025Q2: 172,992 shares; 2025Q3: 189,325 shares; 2025Q4: 205,347 shares; 2026Q1: 235,512 shares; 2026Q2: 246,995 shares 246,995 $5.63M 0.35% +11,483 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares; 2026Q2: 193,456 shares 193,456 $5.56M 0.34% +192,502 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: not reported; 2025Q1: not reported; 2025Q2: 3,890 shares; 2025Q3: 21,336 shares; 2025Q4: 44,368 shares; 2026Q1: 69,010 shares; 2026Q2: 81,209 shares 81,209 $5.49M 0.34% +12,199 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,351 shares; 2024Q4: 90,609 shares; 2025Q1: 91,330 shares; 2025Q2: 91,062 shares; 2025Q3: 68,757 shares; 2025Q4: 70,517 shares; 2026Q1: 74,890 shares; 2026Q2: 75,213 shares 75,213 $5.46M 0.34% +323 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: 40,368 shares; 2024Q4: 36,077 shares; 2025Q1: 38,659 shares; 2025Q2: 41,082 shares; 2025Q3: 42,253 shares; 2025Q4: 43,632 shares; 2026Q1: 7,123 shares; 2026Q2: 65,833 shares 65,833 $5.45M 0.34% +58,710 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: 99,627 shares; 2024Q4: 101,941 shares; 2025Q1: 103,750 shares; 2025Q2: 104,715 shares; 2025Q3: 102,900 shares; 2025Q4: 101,217 shares; 2026Q1: 92,793 shares; 2026Q2: 92,684 shares 92,684 $5.28M 0.33% -109 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: 38,106 shares; 2024Q4: 36,438 shares; 2025Q1: 47,833 shares; 2025Q2: 47,708 shares; 2025Q3: 48,224 shares; 2025Q4: 48,758 shares; 2026Q1: 48,293 shares; 2026Q2: 38,262 shares 38,262 $5.23M 0.32% -10,031 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: 68,495 shares; 2024Q4: 74,139 shares; 2025Q1: 137,672 shares; 2025Q2: 148,096 shares; 2025Q3: 177,798 shares; 2025Q4: 182,320 shares; 2026Q1: 186,335 shares; 2026Q2: 174,242 shares 174,242 $5.12M 0.32% -12,093 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: 40,654 shares; 2024Q4: 117,791 shares; 2025Q1: 116,401 shares; 2025Q2: 111,646 shares; 2025Q3: 113,952 shares; 2025Q4: 138,503 shares; 2026Q1: 146,496 shares; 2026Q2: 160,835 shares 160,835 $5.1M 0.31% +14,339 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: 2,083 shares; 2024Q4: 3,177 shares; 2025Q1: 3,139 shares; 2025Q2: 3,289 shares; 2025Q3: 3,389 shares; 2025Q4: 2,288 shares; 2026Q1: 4,877 shares; 2026Q2: 4,394 shares 4,394 $5.07M 0.31% -483 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: 3,793 shares; 2024Q4: 4,343 shares; 2025Q1: 4,479 shares; 2025Q2: 7,469 shares; 2025Q3: 9,559 shares; 2025Q4: 9,598 shares; 2026Q1: 12,265 shares; 2026Q2: 12,199 shares 12,199 $5.07M 0.31% -66 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: 15,103 shares; 2024Q4: 15,152 shares; 2025Q1: 9,446 shares; 2025Q2: 10,573 shares; 2025Q3: 10,601 shares; 2025Q4: 21,234 shares; 2026Q1: 21,238 shares; 2026Q2: 26,466 shares 26,466 $5.04M 0.31% +5,228 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: 18,676 shares; 2024Q4: 18,321 shares; 2025Q1: 20,444 shares; 2025Q2: 19,540 shares; 2025Q3: 19,941 shares; 2025Q4: 20,657 shares; 2026Q1: 19,659 shares; 2026Q2: 17,737 shares 17,737 $4.99M 0.31% -1,922 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: 23,426 shares; 2024Q4: 23,277 shares; 2025Q1: 26,520 shares; 2025Q2: 26,689 shares; 2025Q3: 23,632 shares; 2025Q4: 23,501 shares; 2026Q1: 22,057 shares; 2026Q2: 22,503 shares 22,503 $4.96M 0.31% +446 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: 37,834 shares; 2024Q4: 49,049 shares; 2025Q1: 70,576 shares; 2025Q2: 78,486 shares; 2025Q3: 73,237 shares; 2025Q4: 73,351 shares; 2026Q1: 75,422 shares; 2026Q2: 80,303 shares 80,303 $4.94M 0.3% +4,881 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: 131,891 shares; 2024Q4: 130,957 shares; 2025Q1: 139,634 shares; 2025Q2: 46,569 shares; 2025Q3: 58,346 shares; 2025Q4: 57,440 shares; 2026Q1: 65,850 shares; 2026Q2: 72,981 shares 72,981 $4.93M 0.3% +7,131 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 9,415 shares; 2025Q1: 22,887 shares; 2025Q2: 30,561 shares; 2025Q3: 42,341 shares; 2025Q4: 53,517 shares; 2026Q1: 72,459 shares; 2026Q2: 90,362 shares 90,362 $4.82M 0.3% +17,903 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,844 shares; 2024Q4: 200,570 shares; 2025Q1: 211,337 shares; 2025Q2: 214,136 shares; 2025Q3: 205,706 shares; 2025Q4: 206,993 shares; 2026Q1: 201,622 shares; 2026Q2: 200,077 shares 200,077 $4.82M 0.3% -1,545 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,402 shares; 2024Q4: 20,005 shares; 2025Q1: 33,696 shares; 2025Q2: 45,616 shares; 2025Q3: 39,218 shares; 2025Q4: 42,309 shares; 2026Q1: 42,630 shares; 2026Q2: 43,253 shares 43,253 $4.65M 0.29% +623 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,306 shares; 2026Q2: 168,701 shares 168,701 $4.64M 0.29% +163,395 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: 111,137 shares; 2024Q4: 105,728 shares; 2025Q1: 104,082 shares; 2025Q2: 102,907 shares; 2025Q3: 103,697 shares; 2025Q4: 102,680 shares; 2026Q1: 102,649 shares; 2026Q2: 101,541 shares 101,541 $4.63M 0.29% -1,108 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,208 shares; 2024Q4: 44,284 shares; 2025Q1: 44,961 shares; 2025Q2: 47,978 shares; 2025Q3: 48,598 shares; 2025Q4: 48,458 shares; 2026Q1: 48,805 shares; 2026Q2: 44,423 shares 44,423 $4.62M 0.29% -4,382 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: 24,085 shares; 2024Q4: 24,555 shares; 2025Q1: 18,987 shares; 2025Q2: 15,383 shares; 2025Q3: 17,848 shares; 2025Q4: 15,853 shares; 2026Q1: 22,510 shares; 2026Q2: 64,361 shares 64,361 $4.59M 0.28% +41,851 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,602 shares; 2024Q4: 250,434 shares; 2025Q1: 99,538 shares; 2025Q2: 94,544 shares; 2025Q3: 91,945 shares; 2025Q4: 95,573 shares; 2026Q1: 93,216 shares; 2026Q2: 91,708 shares 91,708 $4.57M 0.28% -1,508 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,273 shares; 2024Q4: 18,528 shares; 2025Q1: 21,447 shares; 2025Q2: 21,421 shares; 2025Q3: 21,407 shares; 2025Q4: 21,352 shares; 2026Q1: 21,003 shares; 2026Q2: 20,987 shares 20,987 $4.34M 0.27% -16 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: 26,560 shares; 2024Q4: 37,870 shares; 2025Q1: 62,895 shares; 2025Q2: 72,460 shares; 2025Q3: 139,748 shares; 2025Q4: 156,812 shares; 2026Q1: 92,696 shares; 2026Q2: 84,703 shares 84,703 $4.28M 0.26% -7,993 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: 11,857 shares; 2024Q4: 11,508 shares; 2025Q1: 11,609 shares; 2025Q2: 11,693 shares; 2025Q3: 11,914 shares; 2025Q4: 12,123 shares; 2026Q1: 11,726 shares; 2026Q2: 12,079 shares 12,079 $4.26M 0.26% +353 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: 57,358 shares; 2024Q4: 57,370 shares; 2025Q1: 60,526 shares; 2025Q2: 58,635 shares; 2025Q3: 58,609 shares; 2025Q4: 58,621 shares; 2026Q1: 60,612 shares; 2026Q2: 62,041 shares 62,041 $4.24M 0.26% +1,429 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,832 shares; 2024Q4: 113,657 shares; 2025Q1: 112,088 shares; 2025Q2: 109,865 shares; 2025Q3: not reported; 2025Q4: 101,859 shares; 2026Q1: 97,329 shares; 2026Q2: 89,194 shares 89,194 $4.19M 0.26% -8,135 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168,958 shares; 2025Q2: 181,346 shares; 2025Q3: 183,441 shares; 2025Q4: 205,300 shares; 2026Q1: 248,816 shares; 2026Q2: 246,800 shares 246,800 $4.12M 0.25% -2,016 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: 22,246 shares; 2024Q4: 21,177 shares; 2025Q1: 23,316 shares; 2025Q2: 23,676 shares; 2025Q3: 23,609 shares; 2025Q4: 24,456 shares; 2026Q1: 25,916 shares; 2026Q2: 24,542 shares 24,542 $4.07M 0.25% -1,374 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: 8,053 shares; 2024Q4: 7,291 shares; 2025Q1: 8,416 shares; 2025Q2: 10,340 shares; 2025Q3: 9,403 shares; 2025Q4: 9,451 shares; 2026Q1: 9,550 shares; 2026Q2: 9,655 shares 9,655 $4.06M 0.25% +105 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: 2,286 shares; 2024Q4: 2,465 shares; 2025Q1: 2,094 shares; 2025Q2: 2,107 shares; 2025Q3: 2,257 shares; 2025Q4: 2,516 shares; 2026Q1: 2,401 shares; 2026Q2: 31,972 shares 31,972 $3.97M 0.24% +29,571 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: 20,679 shares; 2024Q4: 19,580 shares; 2025Q1: 20,853 shares; 2025Q2: 20,795 shares; 2025Q3: 19,531 shares; 2025Q4: 19,747 shares; 2026Q1: 21,092 shares; 2026Q2: 21,798 shares 21,798 $3.94M 0.24% +706 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 6,252 shares; 2025Q1: 23,695 shares; 2025Q2: 25,973 shares; 2025Q3: 50,425 shares; 2025Q4: 53,034 shares; 2026Q1: 52,815 shares; 2026Q2: 53,134 shares 53,134 $3.94M 0.24% +319 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: 24,790 shares; 2024Q4: 25,300 shares; 2025Q1: 28,611 shares; 2025Q2: 28,690 shares; 2025Q3: 28,415 shares; 2025Q4: 27,972 shares; 2026Q1: 28,524 shares; 2026Q2: 29,988 shares 29,988 $3.85M 0.24% +1,464 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,655 shares; 2024Q4: 13,923 shares; 2025Q1: 15,324 shares; 2025Q2: 16,432 shares; 2025Q3: 17,059 shares; 2025Q4: 17,741 shares; 2026Q1: 18,536 shares; 2026Q2: 19,467 shares 19,467 $3.81M 0.24% +931 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,572 shares; 2026Q2: 71,603 shares 71,603 $3.77M 0.23% +31 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: 11,450 shares; 2024Q4: 11,146 shares; 2025Q1: 33,503 shares; 2025Q2: 31,652 shares; 2025Q3: 28,801 shares; 2025Q4: 37,151 shares; 2026Q1: 35,917 shares; 2026Q2: 12,529 shares 12,529 $3.76M 0.23% -23,388 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,080 shares; 2024Q4: 45,407 shares; 2025Q1: 45,973 shares; 2025Q2: 46,840 shares; 2025Q3: 46,474 shares; 2025Q4: 48,613 shares; 2026Q1: 50,891 shares; 2026Q2: 52,132 shares 52,132 $3.75M 0.23% +1,241 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,953 shares; 2025Q1: 15,317 shares; 2025Q2: 23,734 shares; 2025Q3: 37,672 shares; 2025Q4: 39,317 shares; 2026Q1: 38,579 shares; 2026Q2: 36,319 shares 36,319 $3.75M 0.23% -2,260 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: 12,516 shares; 2024Q4: 11,276 shares; 2025Q1: 11,058 shares; 2025Q2: 10,789 shares; 2025Q3: 10,668 shares; 2025Q4: 21,320 shares; 2026Q1: 80,536 shares; 2026Q2: 70,420 shares 70,420 $3.74M 0.23% -10,116 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: 10,270 shares; 2024Q4: 10,373 shares; 2025Q1: 10,820 shares; 2025Q2: 10,949 shares; 2025Q3: 10,882 shares; 2025Q4: 10,842 shares; 2026Q1: 10,726 shares; 2026Q2: 10,818 shares 10,818 $3.71M 0.23% +92 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 7,917 shares; 2025Q3: 14,128 shares; 2025Q4: 13,383 shares; 2026Q1: 14,034 shares; 2026Q2: 12,392 shares 12,392 $3.69M 0.23% -1,642 Timeline DFUV 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: 10,815 shares; 2024Q4: 10,951 shares; 2025Q1: 20,951 shares; 2025Q2: 26,750 shares; 2025Q3: 28,559 shares; 2025Q4: 53,267 shares; 2026Q1: 53,470 shares; 2026Q2: 66,668 shares 66,668 $3.67M 0.23% +13,198 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: 20,139 shares; 2024Q4: 20,139 shares; 2025Q1: 28,911 shares; 2025Q2: 30,160 shares; 2025Q3: 31,691 shares; 2025Q4: 34,485 shares; 2026Q1: 37,590 shares; 2026Q2: 40,453 shares 40,453 $3.63M 0.22% +2,863 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: 46,866 shares; 2024Q4: 45,250 shares; 2025Q1: 38,707 shares; 2025Q2: 25,282 shares; 2025Q3: 24,832 shares; 2025Q4: 27,206 shares; 2026Q1: 30,955 shares; 2026Q2: 43,636 shares 43,636 $3.54M 0.22% +12,681 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: 64,001 shares; 2024Q4: 68,554 shares; 2025Q1: 72,884 shares; 2025Q2: 75,651 shares; 2025Q3: 76,502 shares; 2025Q4: 79,822 shares; 2026Q1: 83,215 shares; 2026Q2: 82,419 shares 82,419 $3.49M 0.22% -796 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,212 shares; 2024Q4: 60,611 shares; 2025Q1: 62,406 shares; 2025Q2: 60,706 shares; 2025Q3: 61,968 shares; 2025Q4: 65,211 shares; 2026Q1: 64,696 shares; 2026Q2: 63,779 shares 63,779 $3.46M 0.21% -917 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: 5,607 shares; 2024Q4: 6,646 shares; 2025Q1: 7,878 shares; 2025Q2: 8,114 shares; 2025Q3: 8,444 shares; 2025Q4: 8,440 shares; 2026Q1: 4,542 shares; 2026Q2: 4,782 shares 4,782 $3.46M 0.21% +240 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: 5,059 shares; 2024Q4: 5,830 shares; 2025Q1: 6,666 shares; 2025Q2: 6,691 shares; 2025Q3: 5,725 shares; 2025Q4: 5,688 shares; 2026Q1: 6,859 shares; 2026Q2: 6,707 shares 6,707 $3.42M 0.21% -152 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: 61,654 shares; 2024Q4: 66,752 shares; 2025Q1: 63,759 shares; 2025Q2: 67,898 shares; 2025Q3: 92,496 shares; 2025Q4: 95,208 shares; 2026Q1: 73,426 shares; 2026Q2: 78,767 shares 78,767 $3.4M 0.21% +5,341 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,212 shares; 2026Q2: 81,477 shares 81,477 $3.39M 0.21% +79,265 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: 974 shares; 2024Q4: 1,040 shares; 2025Q1: 1,230 shares; 2025Q2: 1,223 shares; 2025Q3: 1,213 shares; 2025Q4: 1,220 shares; 2026Q1: 1,152 shares; 2026Q2: 11,072 shares 11,072 $3.34M 0.21% +9,920 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 4,665 shares; 2025Q1: 4,625 shares; 2025Q2: 4,587 shares; 2025Q3: 4,496 shares; 2025Q4: 4,267 shares; 2026Q1: 3,633 shares; 2026Q2: 3,411 shares 3,411 $3.29M 0.2% -222 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: 85,185 shares; 2024Q4: 84,860 shares; 2025Q1: 93,098 shares; 2025Q2: 94,586 shares; 2025Q3: 93,198 shares; 2025Q4: 74,766 shares; 2026Q1: 72,552 shares; 2026Q2: 78,948 shares 78,948 $3.26M 0.2% +6,396 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: 9,869 shares; 2024Q4: 10,026 shares; 2025Q1: 10,515 shares; 2025Q2: 10,608 shares; 2025Q3: 10,246 shares; 2025Q4: 10,363 shares; 2026Q1: 10,287 shares; 2026Q2: 8,846 shares 8,846 $3.2M 0.2% -1,441 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: 5,826 shares; 2024Q4: 6,709 shares; 2025Q1: 9,972 shares; 2025Q2: 16,246 shares; 2025Q3: 24,489 shares; 2025Q4: 38,570 shares; 2026Q1: 50,565 shares; 2026Q2: 66,459 shares 66,459 $3.14M 0.19% +15,894 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,043 shares; 2024Q4: 4,007 shares; 2025Q1: 3,972 shares; 2025Q2: 3,961 shares; 2025Q3: 3,888 shares; 2025Q4: 3,758 shares; 2026Q1: 3,608 shares; 2026Q2: 4,421 shares 4,421 $3.11M 0.19% +813 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: 14,120 shares; 2024Q4: 14,472 shares; 2025Q1: 14,666 shares; 2025Q2: 15,089 shares; 2025Q3: 15,184 shares; 2025Q4: 14,602 shares; 2026Q1: 14,677 shares; 2026Q2: 14,865 shares 14,865 $3.11M 0.19% +188 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 223,443 shares; 2026Q1: 228,397 shares; 2026Q2: 238,624 shares 238,624 $3.1M 0.19% +10,227 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,491 shares; 2024Q4: 1,618 shares; 2025Q1: 1,692 shares; 2025Q2: 2,966 shares; 2025Q3: 3,044 shares; 2025Q4: 3,026 shares; 2026Q1: 3,056 shares; 2026Q2: 3,030 shares 3,030 $3.06M 0.19% -26 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,121 shares; 2024Q4: 20,121 shares; 2025Q1: 20,121 shares; 2025Q2: 20,121 shares; 2025Q3: 20,230 shares; 2025Q4: 20,139 shares; 2026Q1: 20,139 shares; 2026Q2: 20,139 shares 20,139 $3.06M 0.19% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,047 shares; 2026Q2: 7,039 shares 7,039 $3.05M 0.19% -8 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,421 shares; 2024Q4: 9,782 shares; 2025Q1: 19,138 shares; 2025Q2: 171,543 shares; 2025Q3: 162,119 shares; 2025Q4: 222,712 shares; 2026Q1: 47,388 shares; 2026Q2: 44,905 shares 44,905 $3.03M 0.19% -2,483 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,245 shares; 2024Q4: 75,742 shares; 2025Q1: 73,753 shares; 2025Q2: 73,600 shares; 2025Q3: 74,664 shares; 2025Q4: 75,668 shares; 2026Q1: 65,302 shares; 2026Q2: 59,247 shares 59,247 $3.01M 0.19% -6,055 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: 3,913 shares; 2024Q4: 3,719 shares; 2025Q1: 3,499 shares; 2025Q2: 3,473 shares; 2025Q3: 3,572 shares; 2025Q4: 3,695 shares; 2026Q1: 4,023 shares; 2026Q2: 3,931 shares 3,931 $3M 0.19% -92 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares; 2026Q2: 53,727 shares 53,727 $2.99M 0.18% +52,320 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,316 shares; 2024Q4: 37,397 shares; 2025Q1: 39,241 shares; 2025Q2: 38,557 shares; 2025Q3: 38,999 shares; 2025Q4: 38,739 shares; 2026Q1: 36,629 shares; 2026Q2: 36,663 shares 36,663 $2.98M 0.18% +34 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: 68,927 shares; 2024Q4: 77,717 shares; 2025Q1: 94,182 shares; 2025Q2: 104,531 shares; 2025Q3: 111,808 shares; 2025Q4: 115,424 shares; 2026Q1: 122,626 shares; 2026Q2: 124,634 shares 124,634 $2.97M 0.18% +2,008 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,712 shares; 2024Q4: 21,905 shares; 2025Q1: 23,504 shares; 2025Q2: 22,627 shares; 2025Q3: 23,475 shares; 2025Q4: 21,015 shares; 2026Q1: 20,341 shares; 2026Q2: 25,170 shares 25,170 $2.96M 0.18% +4,829 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,636 shares; 2024Q4: 29,736 shares; 2025Q1: 30,854 shares; 2025Q2: 31,085 shares; 2025Q3: 30,869 shares; 2025Q4: 29,455 shares; 2026Q1: 30,955 shares; 2026Q2: 30,624 shares 30,624 $2.95M 0.18% -331 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: 8,555 shares; 2024Q4: 8,818 shares; 2025Q1: 9,531 shares; 2025Q2: 11,189 shares; 2025Q3: 11,779 shares; 2025Q4: 10,785 shares; 2026Q1: 11,950 shares; 2026Q2: 48,582 shares 48,582 $2.9M 0.18% +36,632 Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,478 shares; 2025Q2: 51,323 shares; 2025Q3: 64,892 shares; 2025Q4: 80,432 shares; 2026Q1: 79,574 shares; 2026Q2: 79,641 shares 79,641 $2.86M 0.18% +67 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: 24,547 shares; 2024Q4: 20,960 shares; 2025Q1: 22,045 shares; 2025Q2: 21,506 shares; 2025Q3: 32,417 shares; 2025Q4: 32,374 shares; 2026Q1: 24,060 shares; 2026Q2: 24,275 shares 24,275 $2.85M 0.18% +215 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: 3,312 shares; 2024Q4: 3,788 shares; 2025Q1: 4,226 shares; 2025Q2: 4,326 shares; 2025Q3: 3,969 shares; 2025Q4: 3,930 shares; 2026Q1: 6,004 shares; 2026Q2: 5,874 shares 5,874 $2.81M 0.17% -130 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,937 shares; 2025Q1: 43,187 shares; 2025Q2: 45,629 shares; 2025Q3: 49,308 shares; 2025Q4: 65,787 shares; 2026Q1: 68,319 shares; 2026Q2: 62,229 shares 62,229 $2.8M 0.17% -6,090 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,397 shares; 2024Q4: 42,468 shares; 2025Q1: 46,395 shares; 2025Q2: 46,624 shares; 2025Q3: 48,248 shares; 2025Q4: 50,957 shares; 2026Q1: 46,193 shares; 2026Q2: 44,846 shares 44,846 $2.78M 0.17% -1,347 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 249 shares; 2026Q1: 3,725 shares; 2026Q2: 65,597 shares 65,597 $2.77M 0.17% +61,872 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: 2,683 shares; 2024Q4: 2,562 shares; 2025Q1: 3,118 shares; 2025Q2: 3,504 shares; 2025Q3: 2,953 shares; 2025Q4: 2,834 shares; 2026Q1: 2,792 shares; 2026Q2: 2,945 shares 2,945 $2.76M 0.17% +153 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: 4,691 shares; 2024Q4: 4,648 shares; 2025Q1: 5,459 shares; 2025Q2: 5,895 shares; 2025Q3: 5,945 shares; 2025Q4: 5,935 shares; 2026Q1: 6,087 shares; 2026Q2: 6,436 shares 6,436 $2.74M 0.17% +349 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: 31,887 shares; 2024Q4: 31,330 shares; 2025Q1: 30,752 shares; 2025Q2: 30,609 shares; 2025Q3: 30,143 shares; 2025Q4: 29,725 shares; 2026Q1: 28,771 shares; 2026Q2: 29,597 shares 29,597 $2.73M 0.17% +826 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: 9,562 shares; 2024Q4: 11,118 shares; 2025Q1: 12,139 shares; 2025Q2: 11,504 shares; 2025Q3: 11,428 shares; 2025Q4: 11,591 shares; 2026Q1: 11,722 shares; 2026Q2: 11,495 shares 11,495 $2.72M 0.17% -227 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,332 shares; 2025Q2: 48,175 shares; 2025Q3: 46,361 shares; 2025Q4: 47,523 shares; 2026Q1: 45,896 shares; 2026Q2: 46,444 shares 46,444 $2.71M 0.17% +548 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: 45,604 shares; 2024Q4: 28,172 shares; 2025Q1: 22,973 shares; 2025Q2: 22,571 shares; 2025Q3: 26,863 shares; 2025Q4: 30,493 shares; 2026Q1: 27,238 shares; 2026Q2: 19,112 shares 19,112 $2.67M 0.16% -8,126 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,954 shares; 2024Q4: 35,561 shares; 2025Q1: 32,717 shares; 2025Q2: 32,276 shares; 2025Q3: 29,775 shares; 2025Q4: 29,707 shares; 2026Q1: 30,778 shares; 2026Q2: 31,007 shares 31,007 $2.65M 0.16% +229 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: 16,641 shares; 2024Q4: 65,161 shares; 2025Q1: 72,865 shares; 2025Q2: 70,142 shares; 2025Q3: 71,236 shares; 2025Q4: 73,910 shares; 2026Q1: 74,880 shares; 2026Q2: 78,058 shares 78,058 $2.64M 0.16% +3,178 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,842 shares; 2024Q4: 15,050 shares; 2025Q1: 15,022 shares; 2025Q2: 16,294 shares; 2025Q3: 16,446 shares; 2025Q4: 17,143 shares; 2026Q1: 17,227 shares; 2026Q2: 31,650 shares 31,650 $2.62M 0.16% +14,423 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: 23,902 shares; 2024Q4: 24,408 shares; 2025Q1: 23,903 shares; 2025Q2: 22,025 shares; 2025Q3: 21,158 shares; 2025Q4: 23,084 shares; 2026Q1: 24,818 shares; 2026Q2: 16,315 shares 16,315 $2.59M 0.16% -8,503 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: 2,690 shares; 2024Q4: 5,803 shares; 2025Q1: 8,653 shares; 2025Q2: 21,002 shares; 2025Q3: 35,547 shares; 2025Q4: 41,900 shares; 2026Q1: 48,718 shares; 2026Q2: 52,052 shares 52,052 $2.55M 0.16% +3,334 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 38,100 shares; 2025Q4: 37,956 shares; 2026Q1: 36,198 shares; 2026Q2: 37,577 shares 37,577 $2.53M 0.16% +1,379 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,056 shares; 2024Q4: 12,264 shares; 2025Q1: 24,550 shares; 2025Q2: 30,541 shares; 2025Q3: 24,214 shares; 2025Q4: 23,832 shares; 2026Q1: 23,008 shares; 2026Q2: 21,590 shares 21,590 $2.52M 0.16% -1,418 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: 7,740 shares; 2024Q4: 7,773 shares; 2025Q1: 7,725 shares; 2025Q2: 7,700 shares; 2025Q3: 7,706 shares; 2025Q4: 7,853 shares; 2026Q1: 7,733 shares; 2026Q2: 9,301 shares 9,301 $2.51M 0.16% +1,568 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: 9,128 shares; 2024Q4: 9,310 shares; 2025Q1: 12,031 shares; 2025Q2: 21,900 shares; 2025Q3: 18,189 shares; 2025Q4: 18,543 shares; 2026Q1: 18,246 shares; 2026Q2: 18,283 shares 18,283 $2.48M 0.15% +37 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,173 shares 92,173 $2.47M 0.15% new 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: 2,536 shares; 2024Q4: 8,496 shares; 2025Q1: 42,642 shares; 2025Q2: 41,932 shares; 2025Q3: 32,807 shares; 2025Q4: 41,526 shares; 2026Q1: 44,926 shares; 2026Q2: 52,748 shares 52,748 $2.43M 0.15% +7,822 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,269 shares; 2024Q4: 8,784 shares; 2025Q1: 6,102 shares; 2025Q2: 6,107 shares; 2025Q3: 3,363 shares; 2025Q4: 10,578 shares; 2026Q1: 48,405 shares; 2026Q2: 48,784 shares 48,784 $2.43M 0.15% +379 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,940 shares; 2024Q4: 3,776 shares; 2025Q1: 3,784 shares; 2025Q2: 3,792 shares; 2025Q3: 3,976 shares; 2025Q4: 5,949 shares; 2026Q1: 10,411 shares; 2026Q2: 22,102 shares 22,102 $2.43M 0.15% +11,691 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,274 shares; 2024Q4: 132,757 shares; 2025Q1: 133,891 shares; 2025Q2: 129,312 shares; 2025Q3: 125,128 shares; 2025Q4: 128,074 shares; 2026Q1: 130,062 shares; 2026Q2: 133,281 shares 133,281 $2.38M 0.15% +3,219 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: 2,307 shares; 2024Q4: 4,780 shares; 2025Q1: 4,802 shares; 2025Q2: 4,987 shares; 2025Q3: 6,100 shares; 2025Q4: 6,255 shares; 2026Q1: 6,882 shares; 2026Q2: 6,973 shares 6,973 $2.38M 0.15% +91 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,002 shares; 2024Q4: 116,122 shares; 2025Q1: 163,663 shares; 2025Q2: 26,179 shares; 2025Q3: 24,567 shares; 2025Q4: 24,035 shares; 2026Q1: 23,643 shares; 2026Q2: 28,136 shares 28,136 $2.36M 0.15% +4,493 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: 3,900 shares; 2024Q4: 3,868 shares; 2025Q1: 3,804 shares; 2025Q2: 3,858 shares; 2025Q3: 3,827 shares; 2025Q4: 3,681 shares; 2026Q1: 3,861 shares; 2026Q2: 3,643 shares 3,643 $2.33M 0.14% -218 Timeline KNG 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: 84,708 shares; 2024Q4: 52,681 shares; 2025Q1: 53,792 shares; 2025Q2: 58,913 shares; 2025Q3: 58,132 shares; 2025Q4: 47,393 shares; 2026Q1: 46,661 shares; 2026Q2: 46,137 shares 46,137 $2.33M 0.14% -524 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,864 shares; 2024Q4: 20,415 shares; 2025Q1: 21,067 shares; 2025Q2: 21,173 shares; 2025Q3: 21,373 shares; 2025Q4: 21,457 shares; 2026Q1: 24,250 shares; 2026Q2: 24,263 shares 24,263 $2.32M 0.14% +13 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: not reported; 2025Q3: 8,261 shares; 2025Q4: 24,107 shares; 2026Q1: 31,113 shares; 2026Q2: 38,761 shares 38,761 $2.3M 0.14% +7,648 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,993 shares; 2025Q2: 91,337 shares; 2025Q3: 63,704 shares; 2025Q4: 65,077 shares; 2026Q1: 100,806 shares; 2026Q2: 87,817 shares 87,817 $2.3M 0.14% -12,989 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL 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: 20,022 shares; 2026Q1: 31,520 shares; 2026Q2: 68,497 shares 68,497 $2.29M 0.14% +36,977 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,460 shares; 2025Q1: 2,064 shares; 2025Q2: 2,041 shares; 2025Q3: 2,190 shares; 2025Q4: 2,547 shares; 2026Q1: 2,468 shares; 2026Q2: 1,936 shares 1,936 $2.27M 0.14% -532 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: 13,025 shares; 2024Q4: 16,203 shares; 2025Q1: 37,765 shares; 2025Q2: 42,341 shares; 2025Q3: 47,323 shares; 2025Q4: 52,488 shares; 2026Q1: 58,972 shares; 2026Q2: 60,940 shares 60,940 $2.21M 0.14% +1,968 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,928 shares; 2024Q4: 22,693 shares; 2025Q1: 22,581 shares; 2025Q2: 22,581 shares; 2025Q3: 28,536 shares; 2025Q4: 28,241 shares; 2026Q1: 21,742 shares; 2026Q2: 21,541 shares 21,541 $2.21M 0.14% -201 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,812 shares; 2026Q2: 78,003 shares 78,003 $2.2M 0.14% +73,191 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: 48,219 shares; 2024Q4: 48,431 shares; 2025Q1: 49,809 shares; 2025Q2: 51,273 shares; 2025Q3: 49,759 shares; 2025Q4: 51,672 shares; 2026Q1: 56,060 shares; 2026Q2: 59,359 shares 59,359 $2.18M 0.13% +3,299 Timeline MDIV 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: 246,188 shares; 2024Q4: 229,564 shares; 2025Q1: 218,529 shares; 2025Q2: 200,879 shares; 2025Q3: 181,460 shares; 2025Q4: 168,535 shares; 2026Q1: 141,120 shares; 2026Q2: 130,920 shares 130,920 $2.16M 0.13% -10,200 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,936 shares; 2025Q3: 23,120 shares; 2025Q4: 28,387 shares; 2026Q1: 36,889 shares; 2026Q2: 46,229 shares 46,229 $2.06M 0.13% +9,340 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,475 shares; 2024Q4: 65,631 shares; 2025Q1: 74,163 shares; 2025Q2: 84,524 shares; 2025Q3: 92,082 shares; 2025Q4: 100,180 shares; 2026Q1: 105,120 shares; 2026Q2: 106,974 shares 106,974 $2.04M 0.13% +1,854 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: 22,210 shares; 2024Q4: 22,039 shares; 2025Q1: 21,334 shares; 2025Q2: 21,374 shares; 2025Q3: 21,454 shares; 2025Q4: 22,683 shares; 2026Q1: 20,997 shares; 2026Q2: 21,611 shares 21,611 $2.03M 0.13% +614 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 1,940 shares; 2025Q1: 11,560 shares; 2025Q2: 23,990 shares; 2025Q3: 19,594 shares; 2025Q4: 23,353 shares; 2026Q1: 27,954 shares; 2026Q2: 28,724 shares 28,724 $2.01M 0.12% +770 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 6,938 shares; 2025Q1: 35,313 shares; 2025Q2: 37,648 shares; 2025Q3: 39,333 shares; 2025Q4: 40,178 shares; 2026Q1: 42,876 shares; 2026Q2: 43,948 shares 43,948 $2.01M 0.12% +1,072 Timeline FTQI 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: 47,081 shares; 2024Q4: 54,759 shares; 2025Q1: 65,396 shares; 2025Q2: 71,906 shares; 2025Q3: 81,560 shares; 2025Q4: 85,764 shares; 2026Q1: 90,462 shares; 2026Q2: 90,466 shares 90,466 $2M 0.12% +4 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: 3,116 shares; 2024Q4: 3,135 shares; 2025Q1: 3,145 shares; 2025Q2: 3,644 shares; 2025Q3: 3,767 shares; 2025Q4: 3,923 shares; 2026Q1: 3,752 shares; 2026Q2: 3,886 shares 3,886 $2M 0.12% +134 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: 6,757 shares; 2024Q4: 6,454 shares; 2025Q1: 9,147 shares; 2025Q2: 8,604 shares; 2025Q3: 8,779 shares; 2025Q4: 9,014 shares; 2026Q1: 7,960 shares; 2026Q2: 5,323 shares 5,323 $1.99M 0.12% -2,637 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: 8,649 shares; 2024Q4: 8,519 shares; 2025Q1: 8,573 shares; 2025Q2: 8,452 shares; 2025Q3: 8,580 shares; 2025Q4: 9,103 shares; 2026Q1: 9,393 shares; 2026Q2: 10,443 shares 10,443 $1.98M 0.12% +1,050 Timeline FUTY 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: 25,436 shares; 2024Q4: 25,560 shares; 2025Q1: 26,439 shares; 2025Q2: 27,446 shares; 2025Q3: 28,779 shares; 2025Q4: 30,136 shares; 2026Q1: 32,942 shares; 2026Q2: 33,117 shares 33,117 $1.93M 0.12% +175 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,892 shares; 2024Q4: 48,298 shares; 2025Q1: 47,761 shares; 2025Q2: 47,357 shares; 2025Q3: 46,088 shares; 2025Q4: 43,463 shares; 2026Q1: 42,169 shares; 2026Q2: 45,214 shares 45,214 $1.9M 0.12% +3,045 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: 12,110 shares; 2024Q4: 13,504 shares; 2025Q1: 14,914 shares; 2025Q2: 15,086 shares; 2025Q3: 16,302 shares; 2025Q4: 34,330 shares; 2026Q1: 32,770 shares; 2026Q2: 32,911 shares 32,911 $1.9M 0.12% +141 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC 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: 74,692 shares; 2025Q4: 111,879 shares; 2026Q1: 160,663 shares; 2026Q2: 151,244 shares 151,244 $1.89M 0.12% -9,419 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,638 shares 84,638 $1.86M 0.11% new 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: 1,813 shares; 2025Q1: 1,886 shares; 2025Q2: 1,909 shares; 2025Q3: 1,816 shares; 2025Q4: 1,896 shares; 2026Q1: 1,902 shares; 2026Q2: 1,913 shares 1,913 $1.84M 0.11% +11 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: 1,709 shares; 2024Q4: 1,692 shares; 2025Q1: 1,648 shares; 2025Q2: 1,679 shares; 2025Q3: 1,952 shares; 2025Q4: 21,233 shares; 2026Q1: 23,019 shares; 2026Q2: 25,677 shares 25,677 $1.83M 0.11% +2,658 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 790 shares; 2025Q3: 2,017 shares; 2025Q4: 4,521 shares; 2026Q1: 7,683 shares; 2026Q2: 13,689 shares 13,689 $1.82M 0.11% +6,006 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: 19,582 shares; 2024Q4: 21,173 shares; 2025Q1: 44,082 shares; 2025Q2: 46,800 shares; 2025Q3: 43,842 shares; 2025Q4: 44,019 shares; 2026Q1: 29,347 shares; 2026Q2: 29,100 shares 29,100 $1.81M 0.11% -247 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: 12,911 shares; 2024Q4: 12,133 shares; 2025Q1: 12,412 shares; 2025Q2: 12,270 shares; 2025Q3: 11,134 shares; 2025Q4: 10,517 shares; 2026Q1: 10,993 shares; 2026Q2: 9,638 shares 9,638 $1.78M 0.11% -1,355 Timeline AVUS 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: 9,233 shares; 2024Q4: 8,911 shares; 2025Q1: 9,720 shares; 2025Q2: 16,229 shares; 2025Q3: 18,132 shares; 2025Q4: 15,434 shares; 2026Q1: 14,142 shares; 2026Q2: 13,883 shares 13,883 $1.78M 0.11% -259 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 21,780 shares; 2025Q2: 25,910 shares; 2025Q3: 25,920 shares; 2025Q4: 25,845 shares; 2026Q1: 29,507 shares; 2026Q2: 33,157 shares 33,157 $1.77M 0.11% +3,650 Timeline ROBT 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: 6,858 shares; 2024Q4: 7,734 shares; 2025Q1: 10,947 shares; 2025Q2: 13,812 shares; 2025Q3: 15,738 shares; 2025Q4: 29,493 shares; 2026Q1: 31,670 shares; 2026Q2: 31,519 shares 31,519 $1.77M 0.11% -151 Timeline DOGG 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: 28,565 shares; 2024Q4: 33,654 shares; 2025Q1: 45,899 shares; 2025Q2: 59,051 shares; 2025Q3: 68,017 shares; 2025Q4: 75,441 shares; 2026Q1: 81,845 shares; 2026Q2: 82,356 shares 82,356 $1.75M 0.11% +511 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: 18,543 shares; 2024Q4: 18,587 shares; 2025Q1: 18,873 shares; 2025Q2: 19,152 shares; 2025Q3: 20,040 shares; 2025Q4: 20,825 shares; 2026Q1: 20,605 shares; 2026Q2: 19,978 shares 19,978 $1.75M 0.11% -627 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: 5,669 shares; 2024Q4: 6,411 shares; 2025Q1: 5,592 shares; 2025Q2: 5,550 shares; 2025Q3: 6,474 shares; 2025Q4: 7,368 shares; 2026Q1: 6,615 shares; 2026Q2: 34,525 shares 34,525 $1.74M 0.11% +27,910 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 21,102 shares; 2026Q1: 32,154 shares; 2026Q2: 34,680 shares 34,680 $1.73M 0.11% +2,526 Timeline SYFI 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: 53,177 shares; 2024Q4: 64,569 shares; 2025Q1: 69,713 shares; 2025Q2: 58,565 shares; 2025Q3: 52,099 shares; 2025Q4: 51,230 shares; 2026Q1: 49,352 shares; 2026Q2: 48,426 shares 48,426 $1.73M 0.11% -926 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,620 shares; 2024Q4: 37,335 shares; 2025Q1: 42,608 shares; 2025Q2: 43,987 shares; 2025Q3: 44,206 shares; 2025Q4: 44,152 shares; 2026Q1: 45,119 shares; 2026Q2: 39,973 shares 39,973 $1.73M 0.11% -5,146 Timeline FDV 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: 15,105 shares; 2026Q1: 19,644 shares; 2026Q2: 54,755 shares 54,755 $1.72M 0.11% +35,111 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,339 shares; 2024Q4: 11,280 shares; 2025Q1: 11,187 shares; 2025Q2: 11,187 shares; 2025Q3: 11,161 shares; 2025Q4: 11,071 shares; 2026Q1: 10,944 shares; 2026Q2: 10,944 shares 10,944 $1.72M 0.11% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,025 shares; 2024Q4: 3,971 shares; 2025Q1: 3,420 shares; 2025Q2: 3,330 shares; 2025Q3: 3,193 shares; 2025Q4: 3,094 shares; 2026Q1: 3,070 shares; 2026Q2: 3,274 shares 3,274 $1.71M 0.11% +204 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: 75,067 shares; 2024Q4: 74,325 shares; 2025Q1: 77,975 shares; 2025Q2: 74,426 shares; 2025Q3: 75,366 shares; 2025Q4: 76,320 shares; 2026Q1: 8,996 shares; 2026Q2: 17,406 shares 17,406 $1.68M 0.1% +8,410 Timeline DFAE 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: 40,059 shares; 2024Q4: 39,624 shares; 2025Q1: 44,940 shares; 2025Q2: 46,835 shares; 2025Q3: 46,329 shares; 2025Q4: 39,089 shares; 2026Q1: 38,182 shares; 2026Q2: 41,712 shares 41,712 $1.68M 0.1% +3,530 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: 2,145 shares; 2024Q4: 2,409 shares; 2025Q1: 2,437 shares; 2025Q2: 2,672 shares; 2025Q3: 2,457 shares; 2025Q4: 2,396 shares; 2026Q1: 2,346 shares; 2026Q2: 16,069 shares 16,069 $1.67M 0.1% +13,723 Timeline BSTP 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: 43,947 shares; 2024Q4: 43,838 shares; 2025Q1: 43,243 shares; 2025Q2: 35,464 shares; 2025Q3: 35,766 shares; 2025Q4: 36,294 shares; 2026Q1: 41,864 shares; 2026Q2: 42,142 shares 42,142 $1.66M 0.1% +278 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: 13,378 shares; 2024Q4: 13,262 shares; 2025Q1: 17,893 shares; 2025Q2: 15,638 shares; 2025Q3: 15,220 shares; 2025Q4: 15,119 shares; 2026Q1: 15,767 shares; 2026Q2: 17,422 shares 17,422 $1.65M 0.1% +1,655 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: 3,726 shares; 2024Q4: 3,971 shares; 2025Q1: 4,063 shares; 2025Q2: 4,054 shares; 2025Q3: 6,517 shares; 2025Q4: 6,740 shares; 2026Q1: 7,520 shares; 2026Q2: 7,467 shares 7,467 $1.62M 0.1% -53 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: 21,512 shares; 2024Q4: 21,043 shares; 2025Q1: 21,911 shares; 2025Q2: 22,094 shares; 2025Q3: 22,324 shares; 2025Q4: 22,453 shares; 2026Q1: 2,114 shares; 2026Q2: 2,155 shares 2,155 $1.61M 0.1% +41 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: 1,477 shares; 2024Q4: 1,578 shares; 2025Q1: 1,008 shares; 2025Q2: 1,995 shares; 2025Q3: 2,081 shares; 2025Q4: 3,566 shares; 2026Q1: 3,575 shares; 2026Q2: 5,244 shares 5,244 $1.59M 0.1% +1,669 Timeline POWA 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: 19,182 shares; 2024Q4: 18,860 shares; 2025Q1: 18,860 shares; 2025Q2: 18,744 shares; 2025Q3: 18,411 shares; 2025Q4: 18,086 shares; 2026Q1: 17,704 shares; 2026Q2: 17,704 shares 17,704 $1.57M 0.1% 0 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: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $1.56M 0.1% 0 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: 6,719 shares; 2025Q2: 10,930 shares; 2025Q3: 13,069 shares; 2025Q4: 17,970 shares; 2026Q1: 21,666 shares; 2026Q2: 31,418 shares 31,418 $1.55M 0.1% +9,752 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 3,545 shares; 2025Q1: 3,540 shares; 2025Q2: 3,450 shares; 2025Q3: 3,452 shares; 2025Q4: 5,152 shares; 2026Q1: 14,226 shares; 2026Q2: 15,699 shares 15,699 $1.54M 0.1% +1,473 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: 60,313 shares; 2024Q4: 44,390 shares; 2025Q1: 47,484 shares; 2025Q2: 47,504 shares; 2025Q3: 44,120 shares; 2025Q4: 48,091 shares; 2026Q1: 47,339 shares; 2026Q2: 47,929 shares 47,929 $1.53M 0.09% +590 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,013 shares; 2025Q2: 22,956 shares; 2025Q3: 22,958 shares; 2025Q4: 23,610 shares; 2026Q1: 19,907 shares; 2026Q2: 19,731 shares 19,731 $1.51M 0.09% -176 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: 16,406 shares; 2024Q4: 16,258 shares; 2025Q1: 15,612 shares; 2025Q2: 15,786 shares; 2025Q3: 17,788 shares; 2025Q4: 17,849 shares; 2026Q1: 27,767 shares; 2026Q2: 28,025 shares 28,025 $1.5M 0.09% +258 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.09% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,716 shares; 2025Q1: 6,146 shares; 2025Q2: 7,051 shares; 2025Q3: 17,280 shares; 2025Q4: 18,201 shares; 2026Q1: 13,294 shares; 2026Q2: 12,827 shares 12,827 $1.49M 0.09% -467 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,807 shares; 2024Q4: 75,874 shares; 2025Q1: 72,656 shares; 2025Q2: 72,822 shares; 2025Q3: 72,358 shares; 2025Q4: 72,762 shares; 2026Q1: 74,728 shares; 2026Q2: 71,371 shares 71,371 $1.48M 0.09% -3,357 Timeline AUGZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 32,230 shares; 2025Q4: 32,221 shares; 2026Q1: 32,506 shares; 2026Q2: 32,281 shares 32,281 $1.46M 0.09% -225 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,042 shares; 2024Q4: 42,381 shares; 2025Q1: 45,480 shares; 2025Q2: 47,490 shares; 2025Q3: 49,257 shares; 2025Q4: 54,685 shares; 2026Q1: 58,689 shares; 2026Q2: 59,999 shares 59,999 $1.46M 0.09% +1,310 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: 2,392 shares; 2024Q4: 11,462 shares; 2025Q1: 35,025 shares; 2025Q2: 32,201 shares; 2025Q3: 31,793 shares; 2025Q4: 37,353 shares; 2026Q1: 38,598 shares; 2026Q2: 41,722 shares 41,722 $1.45M 0.09% +3,124 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,071 shares; 2024Q4: 7,091 shares; 2025Q1: 8,197 shares; 2025Q2: 8,326 shares; 2025Q3: 8,039 shares; 2025Q4: 8,029 shares; 2026Q1: 8,093 shares; 2026Q2: 8,140 shares 8,140 $1.44M 0.09% +47 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,442 shares; 2024Q4: 22,506 shares; 2025Q1: 22,447 shares; 2025Q2: 22,435 shares; 2025Q3: 22,686 shares; 2025Q4: 21,702 shares; 2026Q1: 21,798 shares; 2026Q2: 25,442 shares 25,442 $1.43M 0.09% +3,644 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: 17,751 shares; 2024Q4: 21,593 shares; 2025Q1: 23,124 shares; 2025Q2: 21,263 shares; 2025Q3: 21,575 shares; 2025Q4: 21,453 shares; 2026Q1: 22,636 shares; 2026Q2: 23,559 shares 23,559 $1.43M 0.09% +923 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,243 shares; 2025Q1: 2,312 shares; 2025Q2: 2,322 shares; 2025Q3: 2,485 shares; 2025Q4: 2,567 shares; 2026Q1: 2,607 shares; 2026Q2: 2,555 shares 2,555 $1.43M 0.09% -52 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,394 shares; 2024Q4: 8,512 shares; 2025Q1: 8,476 shares; 2025Q2: 10,381 shares; 2025Q3: 12,513 shares; 2025Q4: 12,702 shares; 2026Q1: 11,096 shares; 2026Q2: 10,951 shares 10,951 $1.43M 0.09% -145 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: 14,903 shares; 2024Q4: 14,819 shares; 2025Q1: 31,646 shares; 2025Q2: 31,385 shares; 2025Q3: 30,858 shares; 2025Q4: 30,719 shares; 2026Q1: 27,881 shares; 2026Q2: 15,546 shares 15,546 $1.41M 0.09% -12,335 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI 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: 144,511 shares; 2026Q2: 146,047 shares 146,047 $1.4M 0.09% +1,536 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: 6,381 shares; 2024Q4: 6,860 shares; 2025Q1: 6,538 shares; 2025Q2: 6,535 shares; 2025Q3: 7,430 shares; 2025Q4: 7,685 shares; 2026Q1: 10,168 shares; 2026Q2: 11,116 shares 11,116 $1.39M 0.09% +948 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 8,237 shares; 2025Q1: 39,250 shares; 2025Q2: 47,967 shares; 2025Q3: 42,475 shares; 2025Q4: 58,968 shares; 2026Q1: 69,280 shares; 2026Q2: 72,642 shares 72,642 $1.39M 0.09% +3,362 Timeline AVES 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: 14,134 shares; 2024Q4: 14,892 shares; 2025Q1: 17,095 shares; 2025Q2: 17,260 shares; 2025Q3: 19,130 shares; 2025Q4: 19,441 shares; 2026Q1: 20,760 shares; 2026Q2: 21,020 shares 21,020 $1.38M 0.09% +260 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: 9,475 shares; 2024Q4: 23,874 shares; 2025Q1: 25,792 shares; 2025Q2: 26,954 shares; 2025Q3: 25,519 shares; 2025Q4: 38,793 shares; 2026Q1: 47,800 shares; 2026Q2: 40,877 shares 40,877 $1.37M 0.08% -6,923 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: 1,514 shares; 2024Q4: 1,343 shares; 2025Q1: 1,335 shares; 2025Q2: 1,760 shares; 2025Q3: 2,045 shares; 2025Q4: 1,556 shares; 2026Q1: 2,028 shares; 2026Q2: 4,492 shares 4,492 $1.36M 0.08% +2,464 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,201 shares; 2026Q2: 37,201 shares 37,201 $1.36M 0.08% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,527 shares; 2024Q4: 39,886 shares; 2025Q1: 36,498 shares; 2025Q2: 31,065 shares; 2025Q3: 29,153 shares; 2025Q4: 32,570 shares; 2026Q1: 31,305 shares; 2026Q2: 28,178 shares 28,178 $1.36M 0.08% -3,127 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 9,176 shares; 2025Q3: 12,843 shares; 2025Q4: 21,026 shares; 2026Q1: 30,474 shares; 2026Q2: 35,693 shares 35,693 $1.35M 0.08% +5,219 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,400 shares; 2024Q4: 30,355 shares; 2025Q1: 27,585 shares; 2025Q2: 27,596 shares; 2025Q3: 26,958 shares; 2025Q4: 27,120 shares; 2026Q1: 26,445 shares; 2026Q2: 26,368 shares 26,368 $1.35M 0.08% -77 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: 8,687 shares; 2024Q4: 8,778 shares; 2025Q1: 7,911 shares; 2025Q2: 7,903 shares; 2025Q3: 8,174 shares; 2025Q4: 8,150 shares; 2026Q1: 8,205 shares; 2026Q2: 8,865 shares 8,865 $1.34M 0.08% +660 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: 173,360 shares; 2024Q4: 171,122 shares; 2025Q1: 174,629 shares; 2025Q2: 178,849 shares; 2025Q3: 182,249 shares; 2025Q4: 176,164 shares; 2026Q1: 19,714 shares; 2026Q2: 17,446 shares 17,446 $1.32M 0.08% -2,268 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,756 shares; 2024Q4: 25,671 shares; 2025Q1: 25,712 shares; 2025Q2: 27,432 shares; 2025Q3: 27,984 shares; 2025Q4: 27,952 shares; 2026Q1: 27,771 shares; 2026Q2: 27,691 shares 27,691 $1.32M 0.08% -80 Timeline KOCT 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: 60 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 35,937 shares; 2025Q4: 36,434 shares; 2026Q1: 35,029 shares; 2026Q2: 35,029 shares 35,029 $1.31M 0.08% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,580 shares; 2024Q4: 2,668 shares; 2025Q1: 2,551 shares; 2025Q2: 2,948 shares; 2025Q3: 4,386 shares; 2025Q4: 4,668 shares; 2026Q1: 5,099 shares; 2026Q2: 5,356 shares 5,356 $1.3M 0.08% +257 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 457 shares; 2025Q1: 441 shares; 2025Q2: 425 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $1.29M 0.08% 0 Timeline HYTI 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: 2,178 shares; 2025Q2: 9,005 shares; 2025Q3: 23,165 shares; 2025Q4: 42,491 shares; 2026Q1: 66,132 shares; 2026Q2: 67,146 shares 67,146 $1.28M 0.08% +1,014 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,840 shares; 2024Q4: 83,582 shares; 2025Q1: 85,034 shares; 2025Q2: 84,647 shares; 2025Q3: 71,133 shares; 2025Q4: 14,004 shares; 2026Q1: 14,004 shares; 2026Q2: 12,162 shares 12,162 $1.28M 0.08% -1,842 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: 10,548 shares; 2024Q4: 19,193 shares; 2025Q1: 28,043 shares; 2025Q2: 36,606 shares; 2025Q3: 43,184 shares; 2025Q4: 47,378 shares; 2026Q1: 54,622 shares; 2026Q2: 55,250 shares 55,250 $1.28M 0.08% +628 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: 5,533 shares; 2024Q4: 5,646 shares; 2025Q1: 7,880 shares; 2025Q2: 9,215 shares; 2025Q3: 9,350 shares; 2025Q4: 11,627 shares; 2026Q1: 12,035 shares; 2026Q2: 15,329 shares 15,329 $1.26M 0.08% +3,294 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: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 10,092 shares; 2026Q1: 10,092 shares; 2026Q2: 11,832 shares 11,832 $1.26M 0.08% +1,740 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: 13,980 shares; 2024Q4: 12,023 shares; 2025Q1: 13,318 shares; 2025Q2: 12,552 shares; 2025Q3: 12,204 shares; 2025Q4: 13,590 shares; 2026Q1: 14,039 shares; 2026Q2: 13,026 shares 13,026 $1.25M 0.08% -1,013 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: 5,533 shares 5,533 $1.24M 0.08% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,150 shares; 2024Q4: 37,502 shares; 2025Q1: 37,310 shares; 2025Q2: 37,319 shares; 2025Q3: 34,628 shares; 2025Q4: 34,055 shares; 2026Q1: 34,525 shares; 2026Q2: 34,932 shares 34,932 $1.23M 0.08% +407 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: 328 shares; 2024Q4: 335 shares; 2025Q1: 752 shares; 2025Q2: 548 shares; 2025Q3: 619 shares; 2025Q4: 617 shares; 2026Q1: 619 shares; 2026Q2: 620 shares 620 $1.23M 0.08% +1 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: 1,977 shares; 2024Q4: 1,998 shares; 2025Q1: 1,964 shares; 2025Q2: 1,968 shares; 2025Q3: 1,961 shares; 2025Q4: 2,102 shares; 2026Q1: 1,875 shares; 2026Q2: 1,943 shares 1,943 $1.23M 0.08% +68 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,484 shares; 2024Q4: 8,494 shares; 2025Q1: 8,499 shares; 2025Q2: 8,439 shares; 2025Q3: 8,251 shares; 2025Q4: 8,213 shares; 2026Q1: 6,933 shares; 2026Q2: 5,520 shares 5,520 $1.23M 0.08% -1,413 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,216 shares; 2024Q4: 13,753 shares; 2025Q1: 19,611 shares; 2025Q2: 24,620 shares; 2025Q3: 31,499 shares; 2025Q4: 34,696 shares; 2026Q1: 38,812 shares; 2026Q2: 38,685 shares 38,685 $1.23M 0.08% -127 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: 4,908 shares; 2024Q4: 5,527 shares; 2025Q1: 4,994 shares; 2025Q2: 5,062 shares; 2025Q3: 5,089 shares; 2025Q4: 5,284 shares; 2026Q1: 4,815 shares; 2026Q2: 4,859 shares 4,859 $1.23M 0.08% +44 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: 5,533 shares 5,533 $1.22M 0.08% new Timeline DIHP 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: 5,646 shares; 2024Q4: 5,687 shares; 2025Q1: 11,284 shares; 2025Q2: 13,643 shares; 2025Q3: 14,497 shares; 2025Q4: 27,548 shares; 2026Q1: 27,528 shares; 2026Q2: 35,767 shares 35,767 $1.22M 0.08% +8,239 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,801 shares; 2024Q4: 2,808 shares; 2025Q1: 3,234 shares; 2025Q2: 3,199 shares; 2025Q3: 3,459 shares; 2025Q4: 9,640 shares; 2026Q1: 11,803 shares; 2026Q2: 12,687 shares 12,687 $1.21M 0.07% +884 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,041 shares; 2025Q4: 19,031 shares; 2026Q1: 29,176 shares; 2026Q2: 34,940 shares 34,940 $1.21M 0.07% +5,764 Timeline LTTI 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: 2,691 shares; 2025Q2: 15,680 shares; 2025Q3: 31,739 shares; 2025Q4: 49,029 shares; 2026Q1: 68,865 shares; 2026Q2: 65,502 shares 65,502 $1.21M 0.07% -3,363 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: 12,697 shares; 2024Q4: 12,210 shares; 2025Q1: 11,569 shares; 2025Q2: 11,321 shares; 2025Q3: 11,483 shares; 2025Q4: 10,768 shares; 2026Q1: 10,446 shares; 2026Q2: 15,443 shares 15,443 $1.21M 0.07% +4,997 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: 789 shares; 2024Q4: 1,161 shares; 2025Q1: 1,324 shares; 2025Q2: 1,326 shares; 2025Q3: 1,292 shares; 2025Q4: 1,288 shares; 2026Q1: 1,257 shares; 2026Q2: 10,058 shares 10,058 $1.2M 0.07% +8,801 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 38,063 shares; 2026Q2: 39,046 shares 39,046 $1.2M 0.07% +983 Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 39,148 shares 39,148 $1.19M 0.07% new 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: 4,225 shares; 2024Q4: 4,455 shares; 2025Q1: 5,106 shares; 2025Q2: 5,131 shares; 2025Q3: 6,863 shares; 2025Q4: 8,129 shares; 2026Q1: 8,280 shares; 2026Q2: 7,702 shares 7,702 $1.18M 0.07% -578 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: 1,304 shares; 2024Q4: 1,296 shares; 2025Q1: 2,464 shares; 2025Q2: 2,467 shares; 2025Q3: 1,453 shares; 2025Q4: 1,421 shares; 2026Q1: 2,465 shares; 2026Q2: 2,314 shares 2,314 $1.18M 0.07% -151 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,503 shares; 2026Q1: 16,303 shares; 2026Q2: 23,418 shares 23,418 $1.17M 0.07% +7,115 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: 117,153 shares; 2024Q4: 115,748 shares; 2025Q1: 117,543 shares; 2025Q2: 121,694 shares; 2025Q3: 116,825 shares; 2025Q4: 117,960 shares; 2026Q1: 14,227 shares; 2026Q2: 15,095 shares 15,095 $1.16M 0.07% +868 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,455 shares; 2024Q4: 8,283 shares; 2025Q1: 9,083 shares; 2025Q2: 9,088 shares; 2025Q3: 9,684 shares; 2025Q4: 9,639 shares; 2026Q1: 9,234 shares; 2026Q2: 9,137 shares 9,137 $1.15M 0.07% -97 Timeline PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,034 shares; 2025Q3: 45,643 shares; 2025Q4: 49,075 shares; 2026Q1: 59,783 shares; 2026Q2: 59,912 shares 59,912 $1.15M 0.07% +129 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,220 shares; 2025Q3: 10,432 shares; 2025Q4: 10,932 shares; 2026Q1: 11,132 shares; 2026Q2: 11,262 shares 11,262 $1.14M 0.07% +130 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 35,782 shares; 2026Q2: 36,832 shares 36,832 $1.11M 0.07% +1,050 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,489 shares 6,489 $1.11M 0.07% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,237 shares; 2024Q4: 14,216 shares; 2025Q1: 16,031 shares; 2025Q2: 15,550 shares; 2025Q3: 17,974 shares; 2025Q4: 13,502 shares; 2026Q1: 13,368 shares; 2026Q2: 10,695 shares 10,695 $1.11M 0.07% -2,673 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 1,288 shares; 2025Q3: 4,565 shares; 2025Q4: 9,034 shares; 2026Q1: 16,686 shares; 2026Q2: 21,873 shares 21,873 $1.1M 0.07% +5,187 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: 9,483 shares; 2024Q4: 9,659 shares; 2025Q1: 10,743 shares; 2025Q2: 4,975 shares; 2025Q3: 4,467 shares; 2025Q4: 5,313 shares; 2026Q1: 2,692 shares; 2026Q2: 11,007 shares 11,007 $1.09M 0.07% +8,315 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,808 shares; 2024Q4: 14,374 shares; 2025Q1: 13,559 shares; 2025Q2: 13,719 shares; 2025Q3: 10,457 shares; 2025Q4: 9,050 shares; 2026Q1: 6,832 shares; 2026Q2: 6,715 shares 6,715 $1.09M 0.07% -117 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,405 shares; 2025Q4: 6,074 shares; 2026Q1: 6,125 shares; 2026Q2: 6,562 shares 6,562 $1.09M 0.07% +437 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,354 shares; 2025Q1: 4,509 shares; 2025Q2: 4,345 shares; 2025Q3: 4,347 shares; 2025Q4: 3,398 shares; 2026Q1: 15,847 shares; 2026Q2: 15,886 shares 15,886 $1.08M 0.07% +39 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: not reported; 2025Q2: not reported; 2025Q3: 6,027 shares; 2025Q4: 10,081 shares; 2026Q1: 15,848 shares; 2026Q2: 25,378 shares 25,378 $1.07M 0.07% +9,530 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: 15,181 shares; 2024Q4: 16,497 shares; 2025Q1: 17,324 shares; 2025Q2: 17,694 shares; 2025Q3: 17,754 shares; 2025Q4: 17,907 shares; 2026Q1: 17,701 shares; 2026Q2: 22,549 shares 22,549 $1.07M 0.07% +4,848 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: 495 shares; 2024Q4: 1,401 shares; 2025Q1: 6,882 shares; 2025Q2: 7,413 shares; 2025Q3: 8,419 shares; 2025Q4: 10,208 shares; 2026Q1: 11,135 shares; 2026Q2: 11,329 shares 11,329 $1.07M 0.07% +194 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,664 shares; 2025Q2: 2,474 shares; 2025Q3: 2,520 shares; 2025Q4: 2,456 shares; 2026Q1: 2,436 shares; 2026Q2: 12,119 shares 12,119 $1.07M 0.07% +9,683 Timeline FTSL 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: 31,643 shares; 2024Q4: 20,731 shares; 2025Q1: 19,883 shares; 2025Q2: 22,700 shares; 2025Q3: 24,397 shares; 2025Q4: 24,783 shares; 2026Q1: 23,347 shares; 2026Q2: 23,723 shares 23,723 $1.06M 0.07% +376 Timeline FIW 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: 5,386 shares; 2025Q4: 8,438 shares; 2026Q1: 9,276 shares; 2026Q2: 9,688 shares 9,688 $1.06M 0.07% +412 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,810 shares; 2024Q4: 21,676 shares; 2025Q1: 47,414 shares; 2025Q2: 56,248 shares; 2025Q3: 55,399 shares; 2025Q4: 56,459 shares; 2026Q1: 53,635 shares; 2026Q2: 28,708 shares 28,708 $1.06M 0.07% -24,927 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: 5,126 shares; 2024Q4: 5,120 shares; 2025Q1: 5,388 shares; 2025Q2: 5,551 shares; 2025Q3: 7,124 shares; 2025Q4: 7,342 shares; 2026Q1: 7,030 shares; 2026Q2: 7,231 shares 7,231 $1.06M 0.07% +201 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: 1,955 shares; 2025Q2: 11,475 shares; 2025Q3: 24,485 shares; 2025Q4: 41,930 shares; 2026Q1: 55,878 shares; 2026Q2: 53,815 shares 53,815 $1.04M 0.06% -2,063 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: 979 shares; 2024Q4: 1,048 shares; 2025Q1: 1,042 shares; 2025Q2: 1,303 shares; 2025Q3: 1,276 shares; 2025Q4: 2,976 shares; 2026Q1: 2,973 shares; 2026Q2: 3,059 shares 3,059 $1.03M 0.06% +86 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 454 shares 454 $1.03M 0.06% new Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,358 shares; 2024Q4: 6,040 shares; 2025Q1: 25,076 shares; 2025Q2: 34,106 shares; 2025Q3: 27,143 shares; 2025Q4: 27,154 shares; 2026Q1: 21,347 shares; 2026Q2: 19,141 shares 19,141 $1.03M 0.06% -2,206 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: 14,027 shares; 2024Q4: 14,489 shares; 2025Q1: 15,089 shares; 2025Q2: 16,989 shares; 2025Q3: 16,789 shares; 2025Q4: 16,789 shares; 2026Q1: 17,489 shares; 2026Q2: 19,093 shares 19,093 $1.03M 0.06% +1,604 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: 4,059 shares; 2024Q4: 4,273 shares; 2025Q1: 4,231 shares; 2025Q2: 4,084 shares; 2025Q3: 4,049 shares; 2025Q4: 4,051 shares; 2026Q1: 4,061 shares; 2026Q2: 4,120 shares 4,120 $1.01M 0.06% +59 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,832 shares 17,832 $1M 0.06% new 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: 4,494 shares; 2024Q4: 4,480 shares; 2025Q1: 4,267 shares; 2025Q2: 3,691 shares; 2025Q3: 3,742 shares; 2025Q4: 3,818 shares; 2026Q1: 3,738 shares; 2026Q2: 3,687 shares 3,687 $1M 0.06% -51 Timeline FLHY 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: 20,859 shares; 2025Q2: 30,671 shares; 2025Q3: 38,617 shares; 2025Q4: 43,871 shares; 2026Q1: 42,019 shares; 2026Q2: 41,264 shares 41,264 $1M 0.06% -755 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 720 shares; 2025Q1: 551 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 565 shares; 2026Q2: 590 shares 590 $1M 0.06% +25 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,874 shares; 2024Q4: 2,854 shares; 2025Q1: 3,193 shares; 2025Q2: 3,354 shares; 2025Q3: 3,335 shares; 2025Q4: 3,334 shares; 2026Q1: 3,288 shares; 2026Q2: 3,161 shares 3,161 $995K 0.06% -127 Timeline PTEU PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,139 shares; 2025Q3: 29,594 shares; 2025Q4: 30,430 shares; 2026Q1: 29,664 shares; 2026Q2: 29,791 shares 29,791 $992K 0.06% +127 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: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 9,790 shares; 2025Q4: 10,142 shares; 2026Q1: 14,419 shares; 2026Q2: 26,295 shares 26,295 $985K 0.06% +11,876 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: 3,257 shares; 2024Q4: 3,257 shares; 2025Q1: 3,308 shares; 2025Q2: 3,260 shares; 2025Q3: 3,247 shares; 2025Q4: 3,206 shares; 2026Q1: 3,300 shares; 2026Q2: 4,498 shares 4,498 $983K 0.06% +1,198 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: 899 shares; 2024Q4: 1,764 shares; 2025Q1: 9,924 shares; 2025Q2: 10,768 shares; 2025Q3: 9,724 shares; 2025Q4: 11,622 shares; 2026Q1: 13,326 shares; 2026Q2: 12,812 shares 12,812 $981K 0.06% -514 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,339 shares; 2024Q4: 4,323 shares; 2025Q1: 4,299 shares; 2025Q2: 4,930 shares; 2025Q3: 4,921 shares; 2025Q4: 4,933 shares; 2026Q1: 4,875 shares; 2026Q2: 5,272 shares 5,272 $976K 0.06% +397 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,887 shares; 2025Q1: 2,174 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,035 shares; 2026Q1: 2,683 shares; 2026Q2: 2,727 shares 2,727 $966K 0.06% +44 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: 12,710 shares; 2024Q4: 25,409 shares; 2025Q1: 27,156 shares; 2025Q2: 37,585 shares; 2025Q3: 40,280 shares; 2025Q4: 36,197 shares; 2026Q1: 34,128 shares; 2026Q2: 34,742 shares 34,742 $962K 0.06% +614 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,155 shares; 2024Q4: 5,295 shares; 2025Q1: 5,427 shares; 2025Q2: 10,290 shares; 2025Q3: 6,405 shares; 2025Q4: 12,398 shares; 2026Q1: 12,452 shares; 2026Q2: 11,867 shares 11,867 $961K 0.06% -585 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: 8,184 shares; 2024Q4: 8,623 shares; 2025Q1: 8,351 shares; 2025Q2: 8,399 shares; 2025Q3: 9,081 shares; 2025Q4: 9,479 shares; 2026Q1: 9,290 shares; 2026Q2: 9,400 shares 9,400 $961K 0.06% +110 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: 2,611 shares; 2024Q4: 2,301 shares; 2025Q1: 2,483 shares; 2025Q2: 2,451 shares; 2025Q3: 2,807 shares; 2025Q4: 3,423 shares; 2026Q1: 4,040 shares; 2026Q2: 9,770 shares 9,770 $959K 0.06% +5,730 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: 2,774 shares; 2024Q4: 2,800 shares; 2025Q1: 2,571 shares; 2025Q2: 2,601 shares; 2025Q3: 3,313 shares; 2025Q4: 2,958 shares; 2026Q1: 3,134 shares; 2026Q2: 3,157 shares 3,157 $941K 0.06% +23 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,485 shares; 2025Q2: 2,469 shares; 2025Q3: 2,470 shares; 2025Q4: 2,933 shares; 2026Q1: 3,699 shares; 2026Q2: 3,698 shares 3,698 $911K 0.06% -1 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,078 shares; 2024Q4: 5,228 shares; 2025Q1: 8,572 shares; 2025Q2: 8,736 shares; 2025Q3: 8,933 shares; 2025Q4: 8,495 shares; 2026Q1: 8,419 shares; 2026Q2: 8,001 shares 8,001 $910K 0.06% -418 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: 16,165 shares; 2024Q4: 16,193 shares; 2025Q1: 17,111 shares; 2025Q2: 19,083 shares; 2025Q3: 22,194 shares; 2025Q4: 26,939 shares; 2026Q1: 29,312 shares; 2026Q2: 20,469 shares 20,469 $901K 0.06% -8,843 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: 4,017 shares; 2024Q4: 3,957 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,230 shares; 2026Q1: 3,323 shares; 2026Q2: 3,703 shares 3,703 $898K 0.06% +380 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: 6,244 shares; 2024Q4: 6,262 shares; 2025Q1: 5,742 shares; 2025Q2: 5,740 shares; 2025Q3: 5,896 shares; 2025Q4: 5,839 shares; 2026Q1: 5,792 shares; 2026Q2: 6,247 shares 6,247 $894K 0.06% +455 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: 3,316 shares; 2024Q4: 6,179 shares; 2025Q1: 7,386 shares; 2025Q2: 8,085 shares; 2025Q3: 9,271 shares; 2025Q4: 11,358 shares; 2026Q1: 12,410 shares; 2026Q2: 12,380 shares 12,380 $893K 0.06% -30 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 1,760 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 3,606 shares; 2025Q4: 3,881 shares; 2026Q1: 4,146 shares; 2026Q2: 4,614 shares 4,614 $885K 0.05% +468 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,682 shares; 2024Q4: 27,169 shares; 2025Q1: 27,564 shares; 2025Q2: 28,179 shares; 2025Q3: 31,281 shares; 2025Q4: 34,390 shares; 2026Q1: 37,308 shares; 2026Q2: 39,107 shares 39,107 $874K 0.05% +1,799 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,792 shares; 2025Q1: 3,793 shares; 2025Q2: 3,772 shares; 2025Q3: 3,753 shares; 2025Q4: 3,754 shares; 2026Q1: 3,676 shares; 2026Q2: 3,677 shares 3,677 $873K 0.05% +1 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,840 shares; 2024Q4: 12,290 shares; 2025Q1: 18,365 shares; 2025Q2: 21,115 shares; 2025Q3: 22,315 shares; 2025Q4: 25,385 shares; 2026Q1: 26,785 shares; 2026Q2: 26,235 shares 26,235 $873K 0.05% -550 Timeline FV 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: 16,416 shares; 2024Q4: 14,223 shares; 2025Q1: 13,907 shares; 2025Q2: 13,022 shares; 2025Q3: 12,666 shares; 2025Q4: 12,311 shares; 2026Q1: 11,624 shares; 2026Q2: 11,479 shares 11,479 $871K 0.05% -145 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 882 shares; 2025Q1: 1,753 shares; 2025Q2: 1,839 shares; 2025Q3: 1,840 shares; 2025Q4: 2,276 shares; 2026Q1: 2,238 shares; 2026Q2: 2,357 shares 2,357 $862K 0.05% +119 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: not reported; 2024Q4: 2,102 shares; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,676 shares; 2026Q2: 1,991 shares 1,991 $859K 0.05% +315 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,209 shares; 2025Q4: 3,071 shares; 2026Q1: 2,874 shares; 2026Q2: 3,349 shares 3,349 $855K 0.05% +475 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,071 shares; 2024Q4: 2,096 shares; 2025Q1: 2,318 shares; 2025Q2: 2,299 shares; 2025Q3: 2,379 shares; 2025Q4: 2,515 shares; 2026Q1: 2,532 shares; 2026Q2: 3,827 shares 3,827 $853K 0.05% +1,295 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,640 shares; 2024Q4: 4,190 shares; 2025Q1: 3,978 shares; 2025Q2: 3,780 shares; 2025Q3: 3,148 shares; 2025Q4: 2,962 shares; 2026Q1: 2,783 shares; 2026Q2: 1,710 shares 1,710 $849K 0.05% -1,073 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 17,899 shares; 2026Q1: 26,082 shares; 2026Q2: 28,015 shares 28,015 $847K 0.05% +1,933 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 3,284 shares; 2025Q1: 3,286 shares; 2025Q2: 16,683 shares; 2025Q3: 16,687 shares; 2025Q4: 20,827 shares; 2026Q1: 25,893 shares; 2026Q2: 27,684 shares 27,684 $844K 0.05% +1,791 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: 24,836 shares; 2024Q4: 22,152 shares; 2025Q1: 19,670 shares; 2025Q2: 18,452 shares; 2025Q3: 18,663 shares; 2025Q4: 18,294 shares; 2026Q1: 17,645 shares; 2026Q2: 17,191 shares 17,191 $837K 0.05% -454 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 600 shares; 2026Q1: 6,632 shares; 2026Q2: 8,125 shares 8,125 $826K 0.05% +1,493 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,075 shares; 2024Q4: 4,501 shares; 2025Q1: 4,650 shares; 2025Q2: 4,760 shares; 2025Q3: 6,407 shares; 2025Q4: 6,325 shares; 2026Q1: 6,590 shares; 2026Q2: 6,286 shares 6,286 $826K 0.05% -304 Timeline FTBI 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: 9,205 shares; 2026Q1: 32,893 shares; 2026Q2: 37,874 shares 37,874 $825K 0.05% +4,981 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,947 shares; 2024Q4: 6,072 shares; 2025Q1: 5,665 shares; 2025Q2: 5,510 shares; 2025Q3: not reported; 2025Q4: 7,951 shares; 2026Q1: 13,604 shares; 2026Q2: 13,616 shares 13,616 $822K 0.05% +12 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,750 shares; 2024Q4: 19,825 shares; 2025Q1: 17,550 shares; 2025Q2: 17,695 shares; 2025Q3: 16,691 shares; 2025Q4: 16,796 shares; 2026Q1: 16,802 shares; 2026Q2: 16,943 shares 16,943 $822K 0.05% +141 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,642 shares; 2025Q1: 1,513 shares; 2025Q2: 1,403 shares; 2025Q3: 1,500 shares; 2025Q4: 1,461 shares; 2026Q1: 1,548 shares; 2026Q2: 1,578 shares 1,578 $819K 0.05% +30 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: 5,793 shares; 2024Q4: 5,726 shares; 2025Q1: 6,092 shares; 2025Q2: 6,567 shares; 2025Q3: 6,411 shares; 2025Q4: 6,256 shares; 2026Q1: 6,212 shares; 2026Q2: 5,844 shares 5,844 $818K 0.05% -368 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 4,050 shares; 2025Q4: 8,195 shares; 2026Q1: 8,445 shares; 2026Q2: 8,445 shares 8,445 $817K 0.05% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,588 shares; 2025Q2: 10,664 shares; 2025Q3: 10,733 shares; 2025Q4: 10,046 shares; 2026Q1: 7,146 shares; 2026Q2: 7,042 shares 7,042 $811K 0.05% -104 Timeline FIXD 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: 10,929 shares; 2024Q4: 11,976 shares; 2025Q1: 11,547 shares; 2025Q2: 11,799 shares; 2025Q3: 12,740 shares; 2025Q4: 14,267 shares; 2026Q1: 17,497 shares; 2026Q2: 18,394 shares 18,394 $802K 0.05% +897 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: 2,204 shares; 2024Q4: 2,202 shares; 2025Q1: 2,433 shares; 2025Q2: 2,496 shares; 2025Q3: 2,459 shares; 2025Q4: 2,999 shares; 2026Q1: 4,387 shares; 2026Q2: 5,100 shares 5,100 $799K 0.05% +713 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 41,151 shares; 2026Q2: 32,379 shares 32,379 $798K 0.05% -8,772 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: 9,934 shares; 2024Q4: 9,512 shares; 2025Q1: 6,954 shares; 2025Q2: 6,681 shares; 2025Q3: 6,869 shares; 2025Q4: 6,387 shares; 2026Q1: 6,438 shares; 2026Q2: 6,218 shares 6,218 $786K 0.05% -220 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: 1,163 shares; 2024Q4: 3,593 shares; 2025Q1: 13,847 shares; 2025Q2: 18,519 shares; 2025Q3: 20,126 shares; 2025Q4: 24,982 shares; 2026Q1: 29,116 shares; 2026Q2: 29,550 shares 29,550 $783K 0.05% +434 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,497 shares; 2024Q4: 2,511 shares; 2025Q1: 2,556 shares; 2025Q2: 2,545 shares; 2025Q3: 2,611 shares; 2025Q4: 2,518 shares; 2026Q1: 2,491 shares; 2026Q2: 2,483 shares 2,483 $781K 0.05% -8 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,384 shares; 2025Q3: 6,269 shares; 2025Q4: 6,862 shares; 2026Q1: 8,092 shares; 2026Q2: 7,847 shares 7,847 $779K 0.05% -245 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,108 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 5,108 shares; 2025Q3: 5,018 shares; 2025Q4: 5,018 shares; 2026Q1: 5,018 shares; 2026Q2: 5,018 shares 5,018 $769K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,758 shares; 2024Q4: 5,835 shares; 2025Q1: 11,547 shares; 2025Q2: 13,501 shares; 2025Q3: 13,112 shares; 2025Q4: 14,297 shares; 2026Q1: 14,392 shares; 2026Q2: 18,721 shares 18,721 $768K 0.05% +4,329 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: 3,788 shares; 2024Q4: 3,792 shares; 2025Q1: 7,715 shares; 2025Q2: 9,224 shares; 2025Q3: 9,505 shares; 2025Q4: 17,619 shares; 2026Q1: 17,650 shares; 2026Q2: 21,824 shares 21,824 $765K 0.05% +4,174 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED 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: 13,391 shares; 2025Q4: 15,174 shares; 2026Q1: 15,693 shares; 2026Q2: 15,844 shares 15,844 $764K 0.05% +151 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: 4,637 shares; 2024Q4: 4,641 shares; 2025Q1: 7,921 shares; 2025Q2: 14,398 shares; 2025Q3: 8,182 shares; 2025Q4: 8,014 shares; 2026Q1: 7,639 shares; 2026Q2: 9,236 shares 9,236 $758K 0.05% +1,597 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: 2,147 shares; 2024Q4: 2,120 shares; 2025Q1: 1,960 shares; 2025Q2: 1,962 shares; 2025Q3: 2,122 shares; 2025Q4: 1,916 shares; 2026Q1: 2,767 shares; 2026Q2: 4,613 shares 4,613 $755K 0.05% +1,846 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 3,906 shares; 2026Q1: 8,724 shares; 2026Q2: 8,074 shares 8,074 $754K 0.05% -650 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 926 shares; 2025Q1: 7,178 shares; 2025Q2: 10,100 shares; 2025Q3: 12,548 shares; 2025Q4: 13,713 shares; 2026Q1: 14,402 shares; 2026Q2: 14,630 shares 14,630 $750K 0.05% +228 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: 2,456 shares; 2024Q4: 2,444 shares; 2025Q1: 2,340 shares; 2025Q2: 4,308 shares; 2025Q3: 2,022 shares; 2025Q4: 2,021 shares; 2026Q1: 2,198 shares; 2026Q2: 2,024 shares 2,024 $750K 0.05% -174 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 2,242 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,615 shares; 2025Q4: 1,840 shares; 2026Q1: 1,877 shares; 2026Q2: 4,216 shares 4,216 $748K 0.05% +2,339 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 5,901 shares; 2025Q1: 11,516 shares; 2025Q2: 10,827 shares; 2025Q3: 13,628 shares; 2025Q4: 7,020 shares; 2026Q1: 7,018 shares; 2026Q2: 7,093 shares 7,093 $737K 0.05% +75 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: 2,285 shares; 2024Q4: 2,217 shares; 2025Q1: 2,201 shares; 2025Q2: 2,168 shares; 2025Q3: 1,909 shares; 2025Q4: 2,041 shares; 2026Q1: 2,113 shares; 2026Q2: 2,444 shares 2,444 $731K 0.05% +331 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: 17,427 shares; 2024Q4: 16,928 shares; 2025Q1: 17,064 shares; 2025Q2: 17,065 shares; 2025Q3: 17,065 shares; 2025Q4: 10,462 shares; 2026Q1: 11,425 shares; 2026Q2: 12,594 shares 12,594 $728K 0.04% +1,169 Timeline ODDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,172 shares; 2025Q4: 42,370 shares; 2026Q1: 41,346 shares; 2026Q2: 29,412 shares 29,412 $709K 0.04% -11,934 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,840 shares; 2025Q2: 7,847 shares; 2025Q3: 9,224 shares; 2025Q4: 9,696 shares; 2026Q1: 9,652 shares; 2026Q2: 9,328 shares 9,328 $709K 0.04% -324 Timeline FNDA 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: 8,703 shares; 2024Q4: 17,406 shares; 2025Q1: 18,076 shares; 2025Q2: 18,076 shares; 2025Q3: 18,108 shares; 2025Q4: 18,178 shares; 2026Q1: 18,130 shares; 2026Q2: 18,578 shares 18,578 $707K 0.04% +448 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,107 shares; 2025Q2: 3,672 shares; 2025Q3: 3,669 shares; 2025Q4: 3,604 shares; 2026Q1: 3,549 shares; 2026Q2: 3,521 shares 3,521 $706K 0.04% -28 Timeline DEHP 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: 2,906 shares; 2024Q4: 2,909 shares; 2025Q1: 5,926 shares; 2025Q2: 7,359 shares; 2025Q3: 7,813 shares; 2025Q4: 13,653 shares; 2026Q1: 13,700 shares; 2026Q2: 16,437 shares 16,437 $703K 0.04% +2,737 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT 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: 65,066 shares 65,066 $697K 0.04% new Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,735 shares; 2024Q4: 56,861 shares; 2025Q1: 61,189 shares; 2025Q2: 61,218 shares; 2025Q3: 63,048 shares; 2025Q4: 66,406 shares; 2026Q1: 69,109 shares; 2026Q2: 65,738 shares 65,738 $697K 0.04% -3,371 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: 1,885 shares; 2024Q4: 9,078 shares; 2025Q1: 11,254 shares; 2025Q2: 11,165 shares; 2025Q3: 11,682 shares; 2025Q4: 13,108 shares; 2026Q1: 14,647 shares; 2026Q2: 15,870 shares 15,870 $696K 0.04% +1,223 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,780 shares; 2025Q2: 4,416 shares; 2025Q3: 4,086 shares; 2025Q4: 4,089 shares; 2026Q1: 4,137 shares; 2026Q2: 4,250 shares 4,250 $695K 0.04% +113 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,617 shares; 2024Q4: 4,621 shares; 2025Q1: 5,243 shares; 2025Q2: 6,137 shares; 2025Q3: 6,564 shares; 2025Q4: 6,370 shares; 2026Q1: 6,067 shares; 2026Q2: 6,022 shares 6,022 $688K 0.04% -45 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: 1,492 shares; 2024Q4: 1,344 shares; 2025Q1: 1,344 shares; 2025Q2: 3,947 shares; 2025Q3: 12,794 shares; 2025Q4: 25,298 shares; 2026Q1: 27,266 shares; 2026Q2: 30,718 shares 30,718 $685K 0.04% +3,452 Timeline EDIV 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: 540 shares; 2024Q4: 1,478 shares; 2025Q1: 8,775 shares; 2025Q2: 9,356 shares; 2025Q3: 10,754 shares; 2025Q4: 13,650 shares; 2026Q1: 16,421 shares; 2026Q2: 16,712 shares 16,712 $684K 0.04% +291 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 5,900 shares; 2026Q2: 7,526 shares 7,526 $682K 0.04% +1,626 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 7,658 shares; 2025Q4: 11,050 shares; 2026Q1: 10,877 shares; 2026Q2: 8,507 shares 8,507 $670K 0.04% -2,370 Timeline PGHY 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: 21,594 shares; 2024Q4: 21,028 shares; 2025Q1: 23,771 shares; 2025Q2: 32,878 shares; 2025Q3: 33,930 shares; 2025Q4: 33,986 shares; 2026Q1: 34,039 shares; 2026Q2: 33,996 shares 33,996 $670K 0.04% -43 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,349 shares; 2025Q2: 29,119 shares; 2025Q3: 25,735 shares; 2025Q4: 22,702 shares; 2026Q1: 22,029 shares; 2026Q2: 16,822 shares 16,822 $669K 0.04% -5,207 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 1,603 shares; 2025Q1: 6,524 shares; 2025Q2: 6,462 shares; 2025Q3: 6,324 shares; 2025Q4: 8,163 shares; 2026Q1: 8,753 shares; 2026Q2: 8,807 shares 8,807 $668K 0.04% +54 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: 2,789 shares; 2025Q2: 2,433 shares; 2025Q3: 3,771 shares; 2025Q4: 4,132 shares; 2026Q1: 4,329 shares; 2026Q2: 4,938 shares 4,938 $665K 0.04% +609 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,406 shares; 2024Q4: 33,080 shares; 2025Q1: 31,293 shares; 2025Q2: 31,307 shares; 2025Q3: 30,805 shares; 2025Q4: 30,808 shares; 2026Q1: 31,994 shares; 2026Q2: 31,067 shares 31,067 $665K 0.04% -927 Timeline PRF 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: 22,352 shares; 2024Q4: 15,502 shares; 2025Q1: 14,913 shares; 2025Q2: 14,684 shares; 2025Q3: 13,591 shares; 2025Q4: 11,437 shares; 2026Q1: 11,327 shares; 2026Q2: 12,213 shares 12,213 $660K 0.04% +886 Timeline GMAR 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: 1,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 23,094 shares; 2026Q2: 14,864 shares 14,864 $658K 0.04% -8,230 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,847 shares; 2025Q1: 6,740 shares; 2025Q2: 6,602 shares; 2025Q3: 13,921 shares; 2025Q4: 16,541 shares; 2026Q1: 15,081 shares; 2026Q2: 19,600 shares 19,600 $652K 0.04% +4,519 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: 57,665 shares; 2024Q4: 57,723 shares; 2025Q1: 60,357 shares; 2025Q2: 62,833 shares; 2025Q3: 62,896 shares; 2025Q4: 62,155 shares; 2026Q1: 3,988 shares; 2026Q2: 4,720 shares 4,720 $649K 0.04% +732 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,193 shares; 2024Q4: 22,672 shares; 2025Q1: 22,756 shares; 2025Q2: 22,566 shares; 2025Q3: 23,286 shares; 2025Q4: 23,311 shares; 2026Q1: 23,258 shares; 2026Q2: 23,344 shares 23,344 $644K 0.04% +86 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: 6,678 shares; 2024Q4: 6,678 shares; 2025Q1: 6,599 shares; 2025Q2: 7,337 shares; 2025Q3: 7,407 shares; 2025Q4: 7,239 shares; 2026Q1: 16,119 shares; 2026Q2: 16,334 shares 16,334 $642K 0.04% +215 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,964 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,776 shares; 2026Q2: 12,787 shares 12,787 $641K 0.04% -989 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,082 shares; 2024Q4: 7,462 shares; 2025Q1: 7,267 shares; 2025Q2: 6,911 shares; 2025Q3: 6,811 shares; 2025Q4: 6,622 shares; 2026Q1: 6,572 shares; 2026Q2: 6,317 shares 6,317 $641K 0.04% -255 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,439 shares; 2024Q4: 8,698 shares; 2025Q1: 8,330 shares; 2025Q2: 8,333 shares; 2025Q3: 8,636 shares; 2025Q4: 8,829 shares; 2026Q1: 8,930 shares; 2026Q2: 8,933 shares 8,933 $639K 0.04% +3 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 4,114 shares; 2025Q1: 4,172 shares; 2025Q2: 4,272 shares; 2025Q3: 6,247 shares; 2025Q4: 5,710 shares; 2026Q1: 4,726 shares; 2026Q2: 4,711 shares 4,711 $636K 0.04% -15 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,249 shares; 2024Q4: 3,278 shares; 2025Q1: 3,735 shares; 2025Q2: 3,658 shares; 2025Q3: 3,617 shares; 2025Q4: 3,521 shares; 2026Q1: 3,720 shares; 2026Q2: 3,743 shares 3,743 $633K 0.04% +23 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,616 shares; 2024Q4: 16,601 shares; 2025Q1: 28,982 shares; 2025Q2: 30,740 shares; 2025Q3: 33,074 shares; 2025Q4: 31,395 shares; 2026Q1: 23,077 shares; 2026Q2: 23,088 shares 23,088 $632K 0.04% +11 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,242 shares; 2025Q1: 1,146 shares; 2025Q2: 1,174 shares; 2025Q3: 1,169 shares; 2025Q4: 1,162 shares; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $630K 0.04% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,705 shares; 2024Q4: 7,724 shares; 2025Q1: 7,049 shares; 2025Q2: 7,152 shares; 2025Q3: 7,141 shares; 2025Q4: 7,326 shares; 2026Q1: 6,935 shares; 2026Q2: 6,502 shares 6,502 $630K 0.04% -433 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,543 shares; 2025Q1: 4,787 shares; 2025Q2: 18,091 shares; 2025Q3: 18,900 shares; 2025Q4: 4,461 shares; 2026Q1: 3,839 shares; 2026Q2: 4,419 shares 4,419 $627K 0.04% +580 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 3,830 shares; 2025Q3: 4,055 shares; 2025Q4: 4,762 shares; 2026Q1: 13,167 shares; 2026Q2: 13,232 shares 13,232 $617K 0.04% +65 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 257 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 180 shares; 2025Q4: 195 shares; 2026Q1: 125 shares; 2026Q2: 1,505 shares 1,505 $616K 0.04% +1,380 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: not reported; 2026Q2: 29,624 shares 29,624 $616K 0.04% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: 1,925 shares; 2025Q2: 1,892 shares; 2025Q3: 1,785 shares; 2025Q4: 1,757 shares; 2026Q1: 1,769 shares; 2026Q2: 1,779 shares 1,779 $613K 0.04% +10 Timeline TBJL 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: 27,211 shares; 2025Q1: 28,544 shares; 2025Q2: 28,544 shares; 2025Q3: 28,544 shares; 2025Q4: 31,056 shares; 2026Q1: 31,953 shares; 2026Q2: 30,847 shares 30,847 $612K 0.04% -1,106 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,546 shares; 2024Q4: 6,538 shares; 2025Q1: 5,723 shares; 2025Q2: 5,606 shares; 2025Q3: 4,825 shares; 2025Q4: 4,869 shares; 2026Q1: 4,377 shares; 2026Q2: 4,312 shares 4,312 $611K 0.04% -65 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: 17,587 shares; 2024Q4: 17,676 shares; 2025Q1: 21,400 shares; 2025Q2: 21,569 shares; 2025Q3: 16,495 shares; 2025Q4: 14,011 shares; 2026Q1: 10,512 shares; 2026Q2: 7,176 shares 7,176 $607K 0.04% -3,336 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: 2,935 shares; 2024Q4: 2,873 shares; 2025Q1: 2,673 shares; 2025Q2: 3,603 shares; 2025Q3: 3,603 shares; 2025Q4: 4,203 shares; 2026Q1: 4,203 shares; 2026Q2: 4,211 shares 4,211 $604K 0.04% +8 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 42,046 shares; 2026Q1: 44,560 shares; 2026Q2: 44,513 shares 44,513 $599K 0.04% -47 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 852 shares; 2026Q1: 838 shares; 2026Q2: 835 shares 835 $595K 0.04% -3 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: 2,087 shares; 2024Q4: 2,224 shares; 2025Q1: 2,392 shares; 2025Q2: 2,396 shares; 2025Q3: 3,965 shares; 2025Q4: 4,990 shares; 2026Q1: 4,996 shares; 2026Q2: 4,983 shares 4,983 $594K 0.04% -13 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,719 shares; 2025Q1: 2,641 shares; 2025Q2: 2,579 shares; 2025Q3: 2,701 shares; 2025Q4: 2,597 shares; 2026Q1: 2,550 shares; 2026Q2: 2,240 shares 2,240 $593K 0.04% -310 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares; 2026Q2: 4,366 shares 4,366 $591K 0.04% +742 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,497 shares; 2024Q4: 9,919 shares; 2025Q1: 9,640 shares; 2025Q2: 10,572 shares; 2025Q3: 10,853 shares; 2025Q4: 11,689 shares; 2026Q1: 11,095 shares; 2026Q2: 12,314 shares 12,314 $590K 0.04% +1,219 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: 3,761 shares; 2024Q4: 3,681 shares; 2025Q1: 3,845 shares; 2025Q2: 3,725 shares; 2025Q3: 3,626 shares; 2025Q4: 3,627 shares; 2026Q1: 3,625 shares; 2026Q2: 3,583 shares 3,583 $589K 0.04% -42 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,922 shares; 2025Q1: 4,380 shares; 2025Q2: 3,895 shares; 2025Q3: 4,098 shares; 2025Q4: 4,765 shares; 2026Q1: 5,355 shares; 2026Q2: 7,427 shares 7,427 $587K 0.04% +2,072 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,573 shares; 2024Q4: 4,421 shares; 2025Q1: 4,407 shares; 2025Q2: 4,253 shares; 2025Q3: 4,223 shares; 2025Q4: 4,740 shares; 2026Q1: 4,769 shares; 2026Q2: 4,939 shares 4,939 $579K 0.04% +170 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,428 shares 16,428 $579K 0.04% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,152 shares; 2024Q4: 6,259 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,167 shares; 2026Q2: 26,362 shares 26,362 $578K 0.04% +195 Timeline FGD 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: 33,855 shares; 2024Q4: 26,695 shares; 2025Q1: 24,395 shares; 2025Q2: 22,645 shares; 2025Q3: 21,370 shares; 2025Q4: 20,470 shares; 2026Q1: 19,065 shares; 2026Q2: 18,065 shares 18,065 $578K 0.04% -1,000 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 1,457 shares 1,457 $574K 0.04% +1,244 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: 4,521 shares; 2024Q4: 3,861 shares; 2025Q1: 3,665 shares; 2025Q2: 3,439 shares; 2025Q3: 3,797 shares; 2025Q4: 3,939 shares; 2026Q1: 4,167 shares; 2026Q2: 4,190 shares 4,190 $573K 0.04% +23 Timeline PTMC 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: 12 shares; 2025Q2: 8,398 shares; 2025Q3: 7,013 shares; 2025Q4: 8,016 shares; 2026Q1: 13,384 shares; 2026Q2: 13,699 shares 13,699 $573K 0.04% +315 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,343 shares; 2024Q4: 26,802 shares; 2025Q1: 27,312 shares; 2025Q2: 29,321 shares; 2025Q3: 28,181 shares; 2025Q4: 27,125 shares; 2026Q1: 27,725 shares; 2026Q2: 27,975 shares 27,975 $561K 0.03% +250 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 4,445 shares; 2025Q4: 7,847 shares; 2026Q1: 8,916 shares; 2026Q2: 12,051 shares 12,051 $557K 0.03% +3,135 Timeline HFSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,659 shares; 2026Q1: 7,659 shares; 2026Q2: 15,753 shares 15,753 $554K 0.03% +8,094 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,575 shares; 2024Q4: 16,725 shares; 2025Q1: 17,549 shares; 2025Q2: 17,549 shares; 2025Q3: 17,549 shares; 2025Q4: 17,579 shares; 2026Q1: 17,579 shares; 2026Q2: 17,579 shares 17,579 $535K 0.03% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 238 shares; 2026Q1: 5,311 shares; 2026Q2: 9,386 shares 9,386 $527K 0.03% +4,075 Timeline QQQJ 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: 9,877 shares; 2024Q4: 9,878 shares; 2025Q1: 9,572 shares; 2025Q2: 9,324 shares; 2025Q3: 9,326 shares; 2025Q4: 9,427 shares; 2026Q1: 11,628 shares; 2026Q2: 11,578 shares 11,578 $526K 0.03% -50 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 2,277 shares; 2025Q1: 2,602 shares; 2025Q2: 3,481 shares; 2025Q3: 3,738 shares; 2025Q4: 7,486 shares; 2026Q1: 7,998 shares; 2026Q2: 8,009 shares 8,009 $525K 0.03% +11 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,152 shares; 2024Q4: 8,824 shares; 2025Q1: 9,102 shares; 2025Q2: 9,309 shares; 2025Q3: 7,815 shares; 2025Q4: 8,810 shares; 2026Q1: 8,229 shares; 2026Q2: 8,288 shares 8,288 $521K 0.03% +59 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 289 shares; 2025Q1: 283 shares; 2025Q2: 287 shares; 2025Q3: 360 shares; 2025Q4: 367 shares; 2026Q1: 422 shares; 2026Q2: 432 shares 432 $516K 0.03% +10 Timeline BOTZ 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: 18,043 shares; 2024Q4: 15,104 shares; 2025Q1: 14,840 shares; 2025Q2: 14,670 shares; 2025Q3: 14,122 shares; 2025Q4: 13,805 shares; 2026Q1: 13,563 shares; 2026Q2: 13,555 shares 13,555 $514K 0.03% -8 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 4,101 shares; 2025Q1: 4,208 shares; 2025Q2: 4,531 shares; 2025Q3: 4,567 shares; 2025Q4: 4,553 shares; 2026Q1: 4,233 shares; 2026Q2: 4,124 shares 4,124 $513K 0.03% -109 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: 776 shares; 2024Q4: 691 shares; 2025Q1: 2,412 shares; 2025Q2: 2,377 shares; 2025Q3: 2,294 shares; 2025Q4: 2,308 shares; 2026Q1: 2,096 shares; 2026Q2: 2,097 shares 2,097 $509K 0.03% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 1,939 shares; 2025Q1: 1,986 shares; 2025Q2: 1,979 shares; 2025Q3: 1,715 shares; 2025Q4: 1,896 shares; 2026Q1: 1,779 shares; 2026Q2: 1,625 shares 1,625 $509K 0.03% -154 Timeline DMAY 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: 9,153 shares; 2024Q4: 9,153 shares; 2025Q1: 9,153 shares; 2025Q2: 12,278 shares; 2025Q3: 10,778 shares; 2025Q4: 10,731 shares; 2026Q1: 10,731 shares; 2026Q2: 10,740 shares 10,740 $506K 0.03% +9 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: 566 shares; 2024Q4: 565 shares; 2025Q1: 577 shares; 2025Q2: 562 shares; 2025Q3: 579 shares; 2025Q4: 2,940 shares; 2026Q1: 2,461 shares; 2026Q2: 5,096 shares 5,096 $506K 0.03% +2,635 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,119 shares; 2025Q3: 9,345 shares; 2025Q4: 10,419 shares; 2026Q1: 10,302 shares; 2026Q2: 9,593 shares 9,593 $505K 0.03% -709 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: 1,916 shares; 2024Q4: 1,976 shares; 2025Q1: 1,784 shares; 2025Q2: 1,752 shares; 2025Q3: 1,963 shares; 2025Q4: 1,864 shares; 2026Q1: 1,710 shares; 2026Q2: 2,210 shares 2,210 $502K 0.03% +500 Timeline PJP 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: 4,402 shares; 2024Q4: 4,412 shares; 2025Q1: 4,401 shares; 2025Q2: 4,416 shares; 2025Q3: 4,251 shares; 2025Q4: 4,261 shares; 2026Q1: 4,221 shares; 2026Q2: 4,231 shares 4,231 $501K 0.03% +10 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $499K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,201 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares; 2026Q1: 4,236 shares; 2026Q2: 4,468 shares 4,468 $499K 0.03% +232 Timeline FREL 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: 1,231 shares; 2024Q4: 2,018 shares; 2025Q1: 7,019 shares; 2025Q2: 6,610 shares; 2025Q3: 8,702 shares; 2025Q4: 10,829 shares; 2026Q1: 16,520 shares; 2026Q2: 16,989 shares 16,989 $498K 0.03% +469 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 4,880 shares; 2025Q4: 4,850 shares; 2026Q1: 4,611 shares; 2026Q2: 4,311 shares 4,311 $489K 0.03% -300 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826 shares; 2024Q4: 2,004 shares; 2025Q1: 2,099 shares; 2025Q2: 2,319 shares; 2025Q3: 2,551 shares; 2025Q4: 3,398 shares; 2026Q1: 3,010 shares; 2026Q2: 2,381 shares 2,381 $488K 0.03% -629 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $488K 0.03% new Timeline PQDI PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,859 shares; 2024Q4: 28,385 shares; 2025Q1: 27,666 shares; 2025Q2: 26,674 shares; 2025Q3: 24,730 shares; 2025Q4: 24,730 shares; 2026Q1: 24,980 shares; 2026Q2: 24,980 shares 24,980 $487K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 974 shares; 2025Q2: 949 shares; 2025Q3: 965 shares; 2025Q4: 941 shares; 2026Q1: 955 shares; 2026Q2: 968 shares 968 $485K 0.03% +13 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,881 shares 12,881 $483K 0.03% new Timeline RFLR 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: 7,618 shares; 2025Q3: 7,744 shares; 2025Q4: 9,335 shares; 2026Q1: 14,465 shares; 2026Q2: 14,614 shares 14,614 $479K 0.03% +149 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: 10,036 shares; 2024Q4: 9,271 shares; 2025Q1: 7,522 shares; 2025Q2: 7,451 shares; 2025Q3: 7,451 shares; 2025Q4: 7,478 shares; 2026Q1: 7,553 shares; 2026Q2: 9,073 shares 9,073 $479K 0.03% +1,520 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: 3,140 shares; 2024Q4: 3,132 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,262 shares; 2025Q4: 3,226 shares; 2026Q1: 3,050 shares; 2026Q2: 3,041 shares 3,041 $477K 0.03% -9 Timeline MOTG 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: 18,372 shares; 2024Q4: 18,669 shares; 2025Q1: 17,530 shares; 2025Q2: 14,633 shares; 2025Q3: 14,633 shares; 2025Q4: 13,742 shares; 2026Q1: 13,604 shares; 2026Q2: 12,471 shares 12,471 $475K 0.03% -1,133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares 29,000 $475K 0.03% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 743 shares 743 $475K 0.03% new Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,439 shares; 2024Q4: 30,175 shares; 2025Q1: 30,276 shares; 2025Q2: 31,182 shares; 2025Q3: 31,295 shares; 2025Q4: 31,412 shares; 2026Q1: 31,889 shares; 2026Q2: 31,208 shares 31,208 $473K 0.03% -681 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,780 shares; 2026Q1: 13,800 shares; 2026Q2: 18,135 shares 18,135 $469K 0.03% +4,335 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,116 shares; 2025Q3: 6,129 shares; 2025Q4: 6,880 shares; 2026Q1: 4,348 shares; 2026Q2: 8,903 shares 8,903 $467K 0.03% +4,555 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,182 shares; 2024Q4: 4,683 shares; 2025Q1: 5,145 shares; 2025Q2: 5,076 shares; 2025Q3: 5,121 shares; 2025Q4: 5,339 shares; 2026Q1: 5,308 shares; 2026Q2: 5,485 shares 5,485 $464K 0.03% +177 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,680 shares; 2024Q4: 1,689 shares; 2025Q1: 1,938 shares; 2025Q2: 1,816 shares; 2025Q3: 1,884 shares; 2025Q4: 1,974 shares; 2026Q1: 1,876 shares; 2026Q2: 2,069 shares 2,069 $463K 0.03% +193 Timeline DDFN 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: 22,056 shares; 2026Q1: 22,823 shares; 2026Q2: 22,823 shares 22,823 $458K 0.03% 0 Timeline BGLD 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: 26,669 shares; 2024Q4: 25,675 shares; 2025Q1: 25,675 shares; 2025Q2: 32,325 shares; 2025Q3: not reported; 2025Q4: 30,564 shares; 2026Q1: 29,564 shares; 2026Q2: 28,064 shares 28,064 $457K 0.03% -1,500 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,490 shares; 2025Q4: 18,698 shares; 2026Q1: 23,600 shares; 2026Q2: 23,982 shares 23,982 $457K 0.03% +382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,006 shares; 2026Q2: 6,662 shares 6,662 $453K 0.03% +4,656 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 317 shares; 2025Q2: 327 shares; 2025Q3: 394 shares; 2025Q4: 481 shares; 2026Q1: 511 shares; 2026Q2: 681 shares 681 $447K 0.03% +170 Timeline XSHD 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: 4,500 shares; 2024Q4: 22,690 shares; 2025Q1: 30,625 shares; 2025Q2: 30,625 shares; 2025Q3: 31,625 shares; 2025Q4: 31,625 shares; 2026Q1: 31,625 shares; 2026Q2: 31,625 shares 31,625 $447K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,802 shares; 2024Q4: 8,024 shares; 2025Q1: 7,737 shares; 2025Q2: 7,627 shares; 2025Q3: 8,573 shares; 2025Q4: 9,361 shares; 2026Q1: 9,825 shares; 2026Q2: 8,535 shares 8,535 $443K 0.03% -1,290 Timeline LKQ LKQ CORP More: the full row for LKQ 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: 16,875 shares; 2026Q1: 16,875 shares; 2026Q2: 16,727 shares 16,727 $440K 0.03% -148 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: 2,685 shares; 2024Q4: 2,707 shares; 2025Q1: 2,490 shares; 2025Q2: 2,501 shares; 2025Q3: 2,516 shares; 2025Q4: 1,898 shares; 2026Q1: 1,938 shares; 2026Q2: 2,294 shares 2,294 $437K 0.03% +356 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: not reported; 2026Q1: 2,442 shares; 2026Q2: 2,667 shares 2,667 $436K 0.03% +225 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 74 shares; 2025Q1: 81 shares; 2025Q2: 85 shares; 2025Q3: 80 shares; 2025Q4: 95 shares; 2026Q1: 97 shares; 2026Q2: 2,439 shares 2,439 $435K 0.03% +2,342 Timeline FSIG 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 16,978 shares; 2026Q1: 23,154 shares; 2026Q2: 23,010 shares 23,010 $434K 0.03% -144 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: 9,960 shares; 2024Q4: 9,988 shares; 2025Q1: 10,015 shares; 2025Q2: 10,044 shares; 2025Q3: 10,073 shares; 2025Q4: 10,102 shares; 2026Q1: 13,233 shares; 2026Q2: 21,222 shares 21,222 $432K 0.03% +7,989 Timeline XLUI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,245 shares 17,245 $427K 0.03% new Timeline PSTP 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: 1,839 shares; 2025Q3: 1,764 shares; 2025Q4: 2,296 shares; 2026Q1: 11,275 shares; 2026Q2: 11,593 shares 11,593 $426K 0.03% +318 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 4,800 shares; 2025Q1: 5,539 shares; 2025Q2: 5,896 shares; 2025Q3: 5,580 shares; 2025Q4: 5,773 shares; 2026Q1: 8,584 shares; 2026Q2: 8,484 shares 8,484 $426K 0.03% -100 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: 442 shares; 2024Q4: 442 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 547 shares; 2025Q4: 1,121 shares; 2026Q1: 1,735 shares; 2026Q2: 7,875 shares 7,875 $424K 0.03% +6,140 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 7,409 shares; 2025Q1: 7,812 shares; 2025Q2: 8,003 shares; 2025Q3: 7,925 shares; 2025Q4: 7,510 shares; 2026Q1: 7,621 shares; 2026Q2: 12,109 shares 12,109 $421K 0.03% +4,488 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,850 shares; 2025Q2: 1,830 shares; 2025Q3: 1,933 shares; 2025Q4: 1,997 shares; 2026Q1: 1,984 shares; 2026Q2: 1,953 shares 1,953 $416K 0.03% -31 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,961 shares; 2025Q2: 7,675 shares; 2025Q3: 7,719 shares; 2025Q4: 7,708 shares; 2026Q1: 7,347 shares; 2026Q2: 8,949 shares 8,949 $416K 0.03% +1,602 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,620 shares; 2024Q4: 5,156 shares; 2025Q1: 5,607 shares; 2025Q2: 5,595 shares; 2025Q3: 5,979 shares; 2025Q4: 5,991 shares; 2026Q1: 5,529 shares; 2026Q2: 5,364 shares 5,364 $416K 0.03% -165 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,737 shares; 2026Q1: 7,011 shares; 2026Q2: 6,914 shares 6,914 $416K 0.03% -97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,319 shares 2,319 $409K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 15,382 shares 15,382 $407K 0.03% +12,942 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $407K 0.03% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 3,332 shares 3,332 $407K 0.03% new Timeline QFLR 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: 221 shares; 2024Q4: 10 shares; 2025Q1: not reported; 2025Q2: 6,504 shares; 2025Q3: 6,248 shares; 2025Q4: 6,644 shares; 2026Q1: 11,022 shares; 2026Q2: 11,052 shares 11,052 $403K 0.02% +30 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,168 shares; 2024Q4: 16,368 shares; 2025Q1: 16,257 shares; 2025Q2: 16,645 shares; 2025Q3: 17,650 shares; 2025Q4: 17,650 shares; 2026Q1: 18,106 shares; 2026Q2: 18,329 shares 18,329 $403K 0.02% +223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,394 shares; 2026Q1: 2,394 shares; 2026Q2: 15,187 shares 15,187 $403K 0.02% +12,793 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 319 shares; 2025Q2: 150 shares; 2025Q3: 149 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 7,666 shares 7,666 $402K 0.02% +7,592 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: 2,535 shares; 2024Q4: 2,535 shares; 2025Q1: 2,585 shares; 2025Q2: 2,587 shares; 2025Q3: 2,511 shares; 2025Q4: 2,513 shares; 2026Q1: 2,434 shares; 2026Q2: 2,635 shares 2,635 $401K 0.02% +201 Timeline HYLS 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: 11,280 shares; 2024Q4: 10,514 shares; 2025Q1: 8,129 shares; 2025Q2: 8,131 shares; 2025Q3: 6,258 shares; 2025Q4: 8,742 shares; 2026Q1: 11,196 shares; 2026Q2: 9,769 shares 9,769 $397K 0.02% -1,427 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,558 shares; 2024Q4: 25,563 shares; 2025Q1: 21,969 shares; 2025Q2: 21,475 shares; 2025Q3: 21,980 shares; 2025Q4: 18,984 shares; 2026Q1: 19,041 shares; 2026Q2: 20,806 shares 20,806 $397K 0.02% +1,765 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,025 shares; 2024Q4: 9,200 shares; 2025Q1: 9,275 shares; 2025Q2: 8,689 shares; 2025Q3: 8,864 shares; 2025Q4: not reported; 2026Q1: 7,574 shares; 2026Q2: 7,441 shares 7,441 $397K 0.02% -133 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 2,051 shares; 2025Q1: 3,044 shares; 2025Q2: 3,052 shares; 2025Q3: 2,995 shares; 2025Q4: 2,944 shares; 2026Q1: 1,075 shares; 2026Q2: 1,056 shares 1,056 $396K 0.02% -19 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,010 shares 8,010 $395K 0.02% new 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: not reported; 2025Q4: 2,170 shares; 2026Q1: 6,783 shares; 2026Q2: 7,096 shares 7,096 $394K 0.02% +313 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: 28,595 shares; 2024Q4: 26,520 shares; 2025Q1: 27,265 shares; 2025Q2: 27,075 shares; 2025Q3: 25,600 shares; 2025Q4: 24,997 shares; 2026Q1: 2,895 shares; 2026Q2: 2,925 shares 2,925 $394K 0.02% +30 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,100 shares; 2026Q2: 5,025 shares 5,025 $391K 0.02% -75 Timeline