NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,021 shares; 2025Q1: 108,896 shares; 2025Q2: 112,830 shares; 2025Q3: 109,739 shares; 2025Q4: 109,407 shares; 2026Q1: 109,545 shares; 2026Q2: 109,063 shares; 2026Q3: 108,566 shares 108,566 $26M 4.89% -497 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,026 shares; 2025Q1: 87,552 shares; 2025Q2: 117,994 shares; 2025Q3: 99,768 shares; 2025Q4: 87,651 shares; 2026Q1: 89,943 shares; 2026Q2: 78,845 shares; 2026Q3: 222,619 shares 222,619 $22.4M 4.21% +143,774 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; 2024Q4: 244,781 shares; 2025Q1: 243,096 shares; 2025Q2: 243,127 shares; 2025Q3: 243,112 shares; 2025Q4: 242,340 shares; 2026Q1: 243,954 shares; 2026Q2: 243,800 shares; 2026Q3: 242,821 shares 242,821 $20.9M 3.94% -979 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,138 shares; 2025Q1: 105,692 shares; 2025Q2: 116,622 shares; 2025Q3: 87,423 shares; 2025Q4: 85,149 shares; 2026Q1: 81,564 shares; 2026Q2: 75,029 shares; 2026Q3: 205,469 shares 205,469 $20.5M 3.86% +130,440 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,600 shares; 2025Q1: 86,545 shares; 2025Q2: 85,798 shares; 2025Q3: 85,777 shares; 2025Q4: 85,014 shares; 2026Q1: 87,179 shares; 2026Q2: 87,126 shares; 2026Q3: 96,199 shares 96,199 $20M 3.76% +9,073 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235,027 shares; 2025Q1: 232,610 shares; 2025Q2: 298,481 shares; 2025Q3: 338,865 shares; 2025Q4: 281,038 shares; 2026Q1: 303,924 shares; 2026Q2: 304,025 shares; 2026Q3: 363,427 shares 363,427 $18.4M 3.46% +59,402 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,103 shares; 2025Q1: 54,276 shares; 2025Q2: 57,286 shares; 2025Q3: 54,941 shares; 2025Q4: 52,776 shares; 2026Q1: 53,890 shares; 2026Q2: 53,494 shares; 2026Q3: 47,042 shares 47,042 $15.7M 2.95% -6,452 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,620 shares; 2025Q1: 193,327 shares; 2025Q2: 195,521 shares; 2025Q3: 190,773 shares; 2025Q4: 248,052 shares; 2026Q1: 236,931 shares; 2026Q2: 226,840 shares; 2026Q3: 242,868 shares 242,868 $12.2M 2.3% +16,028 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,690 shares; 2025Q1: 29,152 shares; 2025Q2: 30,221 shares; 2025Q3: 30,476 shares; 2025Q4: 29,970 shares; 2026Q1: 30,130 shares; 2026Q2: 21,962 shares; 2026Q3: 20,277 shares 20,277 $10.7M 2.02% -1,685 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,692 shares; 2025Q1: 35,468 shares; 2025Q2: 32,244 shares; 2025Q3: 32,521 shares; 2025Q4: 30,559 shares; 2026Q1: 29,767 shares; 2026Q2: 30,585 shares; 2026Q3: 26,786 shares 26,786 $9.23M 1.74% -3,799 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; 2024Q4: 28,695 shares; 2025Q1: 22,816 shares; 2025Q2: 22,918 shares; 2025Q3: 23,938 shares; 2025Q4: 24,143 shares; 2026Q1: 24,854 shares; 2026Q2: 24,804 shares; 2026Q3: 21,353 shares 21,353 $8.97M 1.69% -3,451 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; 2024Q4: 50,046 shares; 2025Q1: 43,985 shares; 2025Q2: 36,244 shares; 2025Q3: 36,331 shares; 2025Q4: 36,431 shares; 2026Q1: 36,566 shares; 2026Q2: 37,008 shares; 2026Q3: 32,991 shares 32,991 $8.46M 1.59% -4,017 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 319,545 shares 319,545 $7.62M 1.43% new 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; 2024Q4: 9,816 shares; 2025Q1: 9,223 shares; 2025Q2: 8,531 shares; 2025Q3: 8,354 shares; 2025Q4: 8,533 shares; 2026Q1: 8,646 shares; 2026Q2: 8,922 shares; 2026Q3: 8,299 shares 8,299 $6.47M 1.22% -623 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; 2024Q4: 13,950 shares; 2025Q1: 14,260 shares; 2025Q2: 12,563 shares; 2025Q3: 12,864 shares; 2025Q4: 13,318 shares; 2026Q1: 13,408 shares; 2026Q2: 10,877 shares; 2026Q3: 10,144 shares 10,144 $6.42M 1.21% -733 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; 2024Q4: 12,049 shares; 2025Q1: 9,664 shares; 2025Q2: 8,709 shares; 2025Q3: 8,755 shares; 2025Q4: 8,861 shares; 2026Q1: 8,903 shares; 2026Q2: 8,905 shares; 2026Q3: 8,587 shares 8,587 $6.34M 1.19% -318 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; 2024Q4: 5,862 shares; 2025Q1: 5,828 shares; 2025Q2: 7,740 shares; 2025Q3: 7,645 shares; 2025Q4: 8,246 shares; 2026Q1: 8,435 shares; 2026Q2: 8,576 shares; 2026Q3: 8,112 shares 8,112 $6.16M 1.16% -464 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,674 shares; 2025Q1: 171,128 shares; 2025Q2: 159,273 shares; 2025Q3: 148,971 shares; 2025Q4: 119,178 shares; 2026Q1: 123,414 shares; 2026Q2: 114,866 shares; 2026Q3: 111,857 shares 111,857 $5.7M 1.07% -3,009 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,310 shares; 2025Q1: 4,320 shares; 2025Q2: 6,808 shares; 2025Q3: 6,330 shares; 2025Q4: 5,838 shares; 2026Q1: 5,856 shares; 2026Q2: 5,787 shares; 2026Q3: 51,122 shares 51,122 $5.63M 1.06% +45,335 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,304 shares; 2025Q1: 23,564 shares; 2025Q2: 18,159 shares; 2025Q3: 18,241 shares; 2025Q4: 17,995 shares; 2026Q1: 17,668 shares; 2026Q2: 18,293 shares; 2026Q3: 14,357 shares 14,357 $5.4M 1.02% -3,936 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; 2024Q4: 11,516 shares; 2025Q1: 11,520 shares; 2025Q2: 17,607 shares; 2025Q3: 17,845 shares; 2025Q4: 18,013 shares; 2026Q1: 18,529 shares; 2026Q2: 18,714 shares; 2026Q3: 15,781 shares 15,781 $5.23M 0.98% -2,933 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,939 shares; 2025Q1: 12,704 shares; 2025Q2: 10,330 shares; 2025Q3: 10,707 shares; 2025Q4: 10,989 shares; 2026Q1: 11,246 shares; 2026Q2: 11,002 shares; 2026Q3: 17,645 shares 17,645 $4.81M 0.91% +6,643 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 917 shares; 2026Q1: 5,186 shares; 2026Q2: 7,595 shares; 2026Q3: 4,373 shares 4,373 $4.57M 0.86% -3,222 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; 2024Q4: 792 shares; 2025Q1: 3,787 shares; 2025Q2: 3,921 shares; 2025Q3: 4,479 shares; 2025Q4: 4,669 shares; 2026Q1: 5,458 shares; 2026Q2: 5,630 shares; 2026Q3: 15,783 shares 15,783 $4.4M 0.83% +10,153 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; 2024Q4: 8,330 shares; 2025Q1: 7,467 shares; 2025Q2: 9,243 shares; 2025Q3: 9,358 shares; 2025Q4: 9,612 shares; 2026Q1: 9,820 shares; 2026Q2: 10,931 shares; 2026Q3: 9,145 shares 9,145 $4.07M 0.77% -1,786 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; 2024Q4: 3,775 shares; 2025Q1: 3,734 shares; 2025Q2: 3,315 shares; 2025Q3: 3,142 shares; 2025Q4: 5,789 shares; 2026Q1: 6,531 shares; 2026Q2: 7,263 shares; 2026Q3: 6,131 shares 6,131 $3.98M 0.75% -1,132 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,099 shares; 2025Q1: 33,861 shares; 2025Q2: 85,622 shares; 2025Q3: 88,132 shares; 2025Q4: 91,781 shares; 2026Q1: 94,077 shares; 2026Q2: 118,358 shares; 2026Q3: 94,905 shares 94,905 $3.97M 0.75% -23,453 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,505 shares; 2025Q1: 12,711 shares; 2025Q2: 11,756 shares; 2025Q3: 10,750 shares; 2025Q4: 11,033 shares; 2026Q1: 11,216 shares; 2026Q2: 11,467 shares; 2026Q3: 10,686 shares 10,686 $3.96M 0.75% -781 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,529 shares; 2025Q1: 105,529 shares; 2025Q2: 99,861 shares; 2025Q3: 99,029 shares; 2025Q4: 98,958 shares; 2026Q1: 95,869 shares; 2026Q2: 90,613 shares; 2026Q3: 89,044 shares 89,044 $3.96M 0.75% -1,569 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,860 shares; 2025Q1: 91,815 shares; 2025Q2: 87,192 shares; 2025Q3: 86,973 shares; 2025Q4: 83,898 shares; 2026Q1: 82,719 shares; 2026Q2: 82,532 shares; 2026Q3: 82,114 shares 82,114 $3.9M 0.73% -418 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; 2024Q4: 26,673 shares; 2025Q1: 25,336 shares; 2025Q2: 29,782 shares; 2025Q3: 42,618 shares; 2025Q4: 81,012 shares; 2026Q1: 63,545 shares; 2026Q2: 65,111 shares; 2026Q3: 68,310 shares 68,310 $3.86M 0.73% +3,199 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,661 shares; 2026Q3: 22,357 shares 22,357 $3.84M 0.72% +7,696 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,897 shares; 2025Q1: 38,068 shares; 2025Q2: 35,064 shares; 2025Q3: 35,815 shares; 2025Q4: 36,073 shares; 2026Q1: 36,361 shares; 2026Q2: 36,997 shares; 2026Q3: 33,628 shares 33,628 $3.6M 0.68% -3,369 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,385 shares; 2025Q1: 50,922 shares; 2025Q2: 51,822 shares; 2025Q3: 51,638 shares; 2025Q4: 54,197 shares; 2026Q1: 68,100 shares; 2026Q2: 66,359 shares; 2026Q3: 71,026 shares 71,026 $3.6M 0.68% +4,667 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,533 shares; 2025Q1: 73,761 shares; 2025Q2: 96,186 shares; 2025Q3: 100,369 shares; 2025Q4: 99,051 shares; 2026Q1: 99,013 shares; 2026Q2: 97,339 shares; 2026Q3: 94,200 shares 94,200 $3.6M 0.68% -3,139 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,275 shares; 2025Q1: 88,275 shares; 2025Q2: 85,650 shares; 2025Q3: 85,650 shares; 2025Q4: 82,427 shares; 2026Q1: 82,427 shares; 2026Q2: 84,527 shares; 2026Q3: 83,850 shares 83,850 $3.57M 0.67% -677 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; 2024Q4: 8,365 shares; 2025Q1: 10,400 shares; 2025Q2: 13,343 shares; 2025Q3: 22,069 shares; 2025Q4: 56,887 shares; 2026Q1: 54,922 shares; 2026Q2: 57,155 shares; 2026Q3: 60,553 shares 60,553 $3.55M 0.67% +3,398 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,113 shares; 2025Q1: 13,494 shares; 2025Q2: 11,919 shares; 2025Q3: 11,570 shares; 2025Q4: 10,952 shares; 2026Q1: 10,968 shares; 2026Q2: 10,729 shares; 2026Q3: 9,875 shares 9,875 $3.43M 0.65% -854 Timeline JSI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,925 shares; 2025Q3: 56,110 shares; 2025Q4: 56,237 shares; 2026Q1: 62,050 shares; 2026Q2: 63,191 shares; 2026Q3: 66,344 shares 66,344 $3.32M 0.62% +3,153 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; 2024Q4: 3,900 shares; 2025Q1: 3,578 shares; 2025Q2: 3,349 shares; 2025Q3: 3,520 shares; 2025Q4: 3,624 shares; 2026Q1: 3,670 shares; 2026Q2: 3,725 shares; 2026Q3: 3,453 shares 3,453 $3.23M 0.61% -272 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; 2024Q4: 26,544 shares; 2025Q1: 26,264 shares; 2025Q2: 23,561 shares; 2025Q3: 25,336 shares; 2025Q4: 54,070 shares; 2026Q1: 56,843 shares; 2026Q2: 60,613 shares; 2026Q3: 50,195 shares 50,195 $3.2M 0.6% -10,418 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; 2024Q4: 66,426 shares; 2025Q1: 69,514 shares; 2025Q2: 50,447 shares; 2025Q3: 50,433 shares; 2025Q4: 48,489 shares; 2026Q1: 50,204 shares; 2026Q2: 50,293 shares; 2026Q3: 53,572 shares 53,572 $3.19M 0.6% +3,279 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,921 shares; 2025Q1: 13,864 shares; 2025Q2: 13,554 shares; 2025Q3: 13,674 shares; 2025Q4: 13,650 shares; 2026Q1: 15,202 shares; 2026Q2: 28,463 shares; 2026Q3: 27,988 shares 27,988 $3.15M 0.59% -475 Timeline FAI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,690 shares 50,690 $2.99M 0.56% new Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162,089 shares; 2025Q1: 139,720 shares; 2025Q2: 117,173 shares; 2025Q3: 119,899 shares; 2025Q4: 123,146 shares; 2026Q1: 126,008 shares; 2026Q2: 133,065 shares; 2026Q3: 123,991 shares 123,991 $2.95M 0.56% -9,074 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,039 shares; 2026Q1: 56,429 shares; 2026Q2: 57,766 shares; 2026Q3: 63,730 shares 63,730 $2.85M 0.54% +5,964 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,828 shares; 2026Q3: 46,513 shares 46,513 $2.77M 0.52% -8,315 Timeline NVBW 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; 2024Q4: 41,480 shares; 2025Q1: 41,480 shares; 2025Q2: 41,480 shares; 2025Q3: 41,480 shares; 2025Q4: 74,803 shares; 2026Q1: 74,803 shares; 2026Q2: 74,803 shares; 2026Q3: 73,972 shares 73,972 $2.72M 0.51% -831 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,979 shares; 2025Q1: 51,575 shares; 2025Q2: 34,919 shares; 2025Q3: 36,851 shares; 2025Q4: 39,811 shares; 2026Q1: 40,532 shares; 2026Q2: 80,078 shares; 2026Q3: 61,931 shares 61,931 $2.58M 0.49% -18,147 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,893 shares; 2025Q1: 5,777 shares; 2025Q2: 8,708 shares; 2025Q3: 8,899 shares; 2025Q4: 8,983 shares; 2026Q1: 9,092 shares; 2026Q2: 9,380 shares; 2026Q3: 6,194 shares 6,194 $2.49M 0.47% -3,186 Timeline GCOR 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; 2024Q4: 55,150 shares; 2025Q1: 56,004 shares; 2025Q2: 58,350 shares; 2025Q3: 58,151 shares; 2025Q4: 54,813 shares; 2026Q1: 58,599 shares; 2026Q2: 57,170 shares; 2026Q3: 62,223 shares 62,223 $2.44M 0.46% +5,053 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; 2024Q4: 41,851 shares; 2025Q1: 30,238 shares; 2025Q2: 31,404 shares; 2025Q3: 30,811 shares; 2025Q4: 30,993 shares; 2026Q1: 30,818 shares; 2026Q2: 12,123 shares; 2026Q3: 12,666 shares 12,666 $2.43M 0.46% +543 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,277 shares 34,277 $2.42M 0.46% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,277 shares; 2025Q1: 14,883 shares; 2025Q2: 19,581 shares; 2025Q3: 21,961 shares; 2025Q4: 23,290 shares; 2026Q1: 24,998 shares; 2026Q2: 18,838 shares; 2026Q3: 23,703 shares 23,703 $2.37M 0.45% +4,865 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; 2024Q4: 2,594 shares; 2025Q1: not reported; 2025Q2: 25,125 shares; 2025Q3: 26,325 shares; 2025Q4: 26,693 shares; 2026Q1: 27,829 shares; 2026Q2: 28,419 shares; 2026Q3: 16,389 shares 16,389 $2.33M 0.44% -12,030 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,243 shares; 2025Q3: 16,504 shares; 2025Q4: 16,181 shares; 2026Q1: 15,701 shares; 2026Q2: 15,760 shares; 2026Q3: 9,128 shares 9,128 $2.31M 0.43% -6,632 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,809 shares 25,809 $2.21M 0.42% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,494 shares; 2025Q1: 41,044 shares; 2025Q2: 42,493 shares; 2025Q3: 42,745 shares; 2025Q4: 44,131 shares; 2026Q1: 44,387 shares; 2026Q2: 44,791 shares; 2026Q3: 43,424 shares 43,424 $2.16M 0.41% -1,367 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,424 shares; 2026Q3: 9,785 shares 9,785 $2.16M 0.41% +2,361 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,433 shares; 2025Q1: 11,142 shares; 2025Q2: 7,773 shares; 2025Q3: 8,019 shares; 2025Q4: 5,470 shares; 2026Q1: 5,719 shares; 2026Q2: 6,184 shares; 2026Q3: 4,892 shares 4,892 $2.16M 0.41% -1,292 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; 2024Q4: 2,975 shares; 2025Q1: 3,760 shares; 2025Q2: 2,542 shares; 2025Q3: 3,355 shares; 2025Q4: 3,195 shares; 2026Q1: 3,036 shares; 2026Q2: 2,763 shares; 2026Q3: 1,863 shares 1,863 $2.16M 0.41% -900 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; 2024Q4: 13,812 shares; 2025Q1: 13,860 shares; 2025Q2: 13,901 shares; 2025Q3: 15,250 shares; 2025Q4: 15,383 shares; 2026Q1: 15,230 shares; 2026Q2: 16,111 shares; 2026Q3: 38,867 shares 38,867 $2.1M 0.4% +22,756 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,725 shares; 2025Q1: 4,089 shares; 2025Q2: 3,820 shares; 2025Q3: 3,358 shares; 2025Q4: 7,950 shares; 2026Q1: 8,076 shares; 2026Q2: 4,943 shares; 2026Q3: 5,461 shares 5,461 $2.08M 0.39% +518 Timeline JIII 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,684 shares; 2026Q1: 37,420 shares; 2026Q2: 39,111 shares; 2026Q3: 41,778 shares 41,778 $2.02M 0.38% +2,667 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,858 shares 30,858 $2.01M 0.38% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,215 shares; 2026Q1: 2,284 shares; 2026Q2: 2,420 shares; 2026Q3: 1,942 shares 1,942 $2M 0.38% -478 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,516 shares; 2026Q3: 28,037 shares 28,037 $1.98M 0.37% +5,521 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares; 2026Q1: 5,698 shares; 2026Q2: 5,978 shares; 2026Q3: 4,366 shares 4,366 $1.94M 0.36% -1,612 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; 2024Q4: 8,652 shares; 2025Q1: 7,983 shares; 2025Q2: 44,559 shares; 2025Q3: 45,875 shares; 2025Q4: 45,931 shares; 2026Q1: 46,363 shares; 2026Q2: 47,869 shares; 2026Q3: 32,204 shares 32,204 $1.92M 0.36% -15,665 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,330 shares; 2025Q1: 7,367 shares; 2025Q2: 12,159 shares; 2025Q3: 12,500 shares; 2025Q4: 13,059 shares; 2026Q1: 13,493 shares; 2026Q2: 13,941 shares; 2026Q3: 10,549 shares 10,549 $1.91M 0.36% -3,392 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,329 shares; 2025Q4: 57,822 shares; 2026Q1: 60,906 shares; 2026Q2: 65,575 shares; 2026Q3: 44,621 shares 44,621 $1.89M 0.36% -20,954 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,022 shares; 2025Q1: 44,727 shares; 2025Q2: 45,035 shares; 2025Q3: 44,927 shares; 2025Q4: 44,927 shares; 2026Q1: 44,927 shares; 2026Q2: 45,648 shares; 2026Q3: 42,483 shares 42,483 $1.89M 0.36% -3,165 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,244 shares; 2026Q3: 6,236 shares 6,236 $1.89M 0.36% -3,008 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; 2024Q4: 13,775 shares; 2025Q1: 11,194 shares; 2025Q2: 14,458 shares; 2025Q3: 15,040 shares; 2025Q4: 15,426 shares; 2026Q1: 17,878 shares; 2026Q2: 18,208 shares; 2026Q3: 8,511 shares 8,511 $1.88M 0.35% -9,697 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; 2024Q4: 10,749 shares; 2025Q1: 8,310 shares; 2025Q2: 7,787 shares; 2025Q3: 8,209 shares; 2025Q4: 9,335 shares; 2026Q1: 9,639 shares; 2026Q2: 10,117 shares; 2026Q3: 8,994 shares 8,994 $1.87M 0.35% -1,123 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,903 shares; 2025Q1: 51,903 shares; 2025Q2: 51,903 shares; 2025Q3: 51,454 shares; 2025Q4: 48,821 shares; 2026Q1: 48,821 shares; 2026Q2: 47,343 shares; 2026Q3: 47,094 shares 47,094 $1.84M 0.35% -249 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; 2024Q4: 4,007 shares; 2025Q1: 4,047 shares; 2025Q2: 3,685 shares; 2025Q3: 3,694 shares; 2025Q4: 3,533 shares; 2026Q1: 3,539 shares; 2026Q2: 3,524 shares; 2026Q3: 3,513 shares 3,513 $1.78M 0.33% -11 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; 2024Q4: 9,927 shares; 2025Q1: 9,928 shares; 2025Q2: 8,982 shares; 2025Q3: 10,035 shares; 2025Q4: 10,306 shares; 2026Q1: 10,295 shares; 2026Q2: 10,246 shares; 2026Q3: 9,913 shares 9,913 $1.77M 0.33% -333 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; 2024Q4: 31,592 shares; 2025Q1: 27,244 shares; 2025Q2: 27,421 shares; 2025Q3: 27,804 shares; 2025Q4: 27,837 shares; 2026Q1: 28,432 shares; 2026Q2: 29,618 shares; 2026Q3: 31,848 shares 31,848 $1.73M 0.33% +2,230 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,119 shares; 2026Q1: 7,740 shares; 2026Q2: 9,641 shares; 2026Q3: 8,200 shares 8,200 $1.71M 0.32% -1,441 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: 2,951 shares; 2025Q4: 3,022 shares; 2026Q1: 3,038 shares; 2026Q2: 3,086 shares; 2026Q3: 1,866 shares 1,866 $1.67M 0.32% -1,220 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,699 shares; 2026Q1: 6,797 shares; 2026Q2: 7,233 shares; 2026Q3: 4,939 shares 4,939 $1.67M 0.31% -2,294 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,808 shares; 2025Q3: 11,226 shares; 2025Q4: 12,506 shares; 2026Q1: 13,370 shares; 2026Q2: 16,154 shares; 2026Q3: 12,657 shares 12,657 $1.61M 0.3% -3,497 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,002 shares; 2025Q1: 32,563 shares; 2025Q2: 32,563 shares; 2025Q3: 31,949 shares; 2025Q4: 31,712 shares; 2026Q1: 31,712 shares; 2026Q2: 31,452 shares; 2026Q3: 31,261 shares 31,261 $1.6M 0.3% -191 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,086 shares; 2025Q1: 44,469 shares; 2025Q2: 42,320 shares; 2025Q3: 39,611 shares; 2025Q4: 39,611 shares; 2026Q1: 37,320 shares; 2026Q2: 37,195 shares; 2026Q3: 36,268 shares 36,268 $1.57M 0.29% -927 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,251 shares; 2025Q1: 43,251 shares; 2025Q2: 43,251 shares; 2025Q3: 43,251 shares; 2025Q4: 40,094 shares; 2026Q1: 40,094 shares; 2026Q2: 40,094 shares; 2026Q3: 39,368 shares 39,368 $1.56M 0.29% -726 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,840 shares; 2025Q1: 3,825 shares; 2025Q2: 18,059 shares; 2025Q3: 18,348 shares; 2025Q4: 19,106 shares; 2026Q1: 14,209 shares; 2026Q2: 13,543 shares; 2026Q3: 9,829 shares 9,829 $1.55M 0.29% -3,714 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,675 shares; 2026Q1: 6,880 shares; 2026Q2: 7,221 shares; 2026Q3: 5,502 shares 5,502 $1.55M 0.29% -1,719 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; 2024Q4: 1,091 shares; 2025Q1: 1,100 shares; 2025Q2: 973 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,962 shares 7,962 $1.54M 0.29% new Timeline AUGW 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; 2024Q4: 31,465 shares; 2025Q1: 31,465 shares; 2025Q2: 31,465 shares; 2025Q3: 43,132 shares; 2025Q4: 40,759 shares; 2026Q1: 40,667 shares; 2026Q2: 40,567 shares; 2026Q3: 43,797 shares 43,797 $1.53M 0.29% +3,230 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 3,320 shares; 2025Q4: 25,153 shares; 2026Q1: 25,023 shares; 2026Q2: 24,119 shares; 2026Q3: 16,539 shares 16,539 $1.52M 0.29% -7,580 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 736 shares; 2025Q1: 733 shares; 2025Q2: 739 shares; 2025Q3: 743 shares; 2025Q4: 834 shares; 2026Q1: 836 shares; 2026Q2: 949 shares; 2026Q3: 1,757 shares 1,757 $1.52M 0.29% +808 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,555 shares; 2025Q1: 69,311 shares; 2025Q2: 34,579 shares; 2025Q3: 34,579 shares; 2025Q4: 34,579 shares; 2026Q1: 34,579 shares; 2026Q2: 34,109 shares; 2026Q3: 33,833 shares 33,833 $1.47M 0.28% -276 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; 2024Q4: 59,567 shares; 2025Q1: 61,883 shares; 2025Q2: 18,091 shares; 2025Q3: 26,490 shares; 2025Q4: not reported; 2026Q1: 25,570 shares; 2026Q2: 26,662 shares; 2026Q3: 28,982 shares 28,982 $1.46M 0.28% +2,320 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,518 shares; 2025Q1: 36,518 shares; 2025Q2: 33,281 shares; 2025Q3: 33,281 shares; 2025Q4: 33,101 shares; 2026Q1: 33,057 shares; 2026Q2: 29,857 shares; 2026Q3: 29,497 shares 29,497 $1.45M 0.27% -360 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,860 shares; 2025Q1: 8,860 shares; 2025Q2: 8,860 shares; 2025Q3: 8,861 shares; 2025Q4: 8,862 shares; 2026Q1: 8,863 shares; 2026Q2: 8,861 shares; 2026Q3: 8,860 shares 8,860 $1.42M 0.27% -1 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,964 shares 33,964 $1.42M 0.27% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,118 shares; 2025Q1: 8,939 shares; 2025Q2: 8,134 shares; 2025Q3: 8,451 shares; 2025Q4: 8,966 shares; 2026Q1: 9,421 shares; 2026Q2: 10,037 shares; 2026Q3: 9,232 shares 9,232 $1.42M 0.27% -805 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,307 shares; 2026Q2: 3,327 shares; 2026Q3: 3,421 shares 3,421 $1.41M 0.26% +94 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,886 shares; 2026Q2: 24,780 shares; 2026Q3: 27,148 shares 27,148 $1.41M 0.26% +2,368 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,178 shares; 2025Q1: 39,178 shares; 2025Q2: 36,310 shares; 2025Q3: 36,135 shares; 2025Q4: 32,452 shares; 2026Q1: 32,452 shares; 2026Q2: 32,452 shares; 2026Q3: 30,340 shares 30,340 $1.4M 0.26% -2,112 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; 2024Q4: 3,427 shares; 2025Q1: 2,882 shares; 2025Q2: 2,859 shares; 2025Q3: 2,959 shares; 2025Q4: 3,051 shares; 2026Q1: 3,067 shares; 2026Q2: 3,157 shares; 2026Q3: 2,890 shares 2,890 $1.4M 0.26% -267 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,160 shares; 2026Q2: 30,567 shares; 2026Q3: 33,313 shares 33,313 $1.39M 0.26% +2,746 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,312 shares; 2025Q1: 28,312 shares; 2025Q2: 27,371 shares; 2025Q3: 27,371 shares; 2025Q4: 27,445 shares; 2026Q1: 27,134 shares; 2026Q2: 27,074 shares; 2026Q3: 26,860 shares 26,860 $1.3M 0.25% -214 Timeline MARW 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; 2024Q4: 28,764 shares; 2025Q1: 29,373 shares; 2025Q2: 29,048 shares; 2025Q3: 29,048 shares; 2025Q4: 18,933 shares; 2026Q1: 34,536 shares; 2026Q2: 34,536 shares; 2026Q3: 34,264 shares 34,264 $1.27M 0.24% -272 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,884 shares; 2026Q3: 20,620 shares 20,620 $1.26M 0.24% +17,736 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; 2024Q4: 14,833 shares; 2025Q1: 14,848 shares; 2025Q2: 14,873 shares; 2025Q3: 14,866 shares; 2025Q4: 14,926 shares; 2026Q1: 15,311 shares; 2026Q2: 15,320 shares; 2026Q3: 15,378 shares 15,378 $1.25M 0.24% +58 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,350 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,353 shares; 2025Q4: 1,356 shares; 2026Q1: 1,357 shares; 2026Q2: 1,352 shares; 2026Q3: 1,352 shares 1,352 $1.25M 0.23% 0 Timeline JANW 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; 2024Q4: 28,535 shares; 2025Q1: 28,212 shares; 2025Q2: 28,212 shares; 2025Q3: 28,212 shares; 2025Q4: 32,808 shares; 2026Q1: 32,514 shares; 2026Q2: 31,422 shares; 2026Q3: 31,242 shares 31,242 $1.24M 0.23% -180 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; 2024Q4: 2,409 shares; 2025Q1: 2,285 shares; 2025Q2: 1,641 shares; 2025Q3: 1,735 shares; 2025Q4: 1,866 shares; 2026Q1: 1,919 shares; 2026Q2: 2,076 shares; 2026Q3: 1,801 shares 1,801 $1.22M 0.23% -275 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,220 shares; 2025Q1: 26,220 shares; 2025Q2: 26,220 shares; 2025Q3: 25,694 shares; 2025Q4: 25,103 shares; 2026Q1: 25,103 shares; 2026Q2: 24,923 shares; 2026Q3: 23,991 shares 23,991 $1.21M 0.23% -932 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,388 shares; 2025Q4: 4,435 shares; 2026Q1: 4,450 shares; 2026Q2: 4,542 shares; 2026Q3: 4,277 shares 4,277 $1.19M 0.22% -265 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; 2024Q4: 3,657 shares; 2025Q1: 3,408 shares; 2025Q2: 3,315 shares; 2025Q3: 2,655 shares; 2025Q4: 2,657 shares; 2026Q1: 4,673 shares; 2026Q2: 4,589 shares; 2026Q3: 4,534 shares 4,534 $1.19M 0.22% -55 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; 2024Q4: 2,504 shares; 2025Q1: 2,436 shares; 2025Q2: 2,411 shares; 2025Q3: 2,375 shares; 2025Q4: 2,334 shares; 2026Q1: 2,337 shares; 2026Q2: 2,303 shares; 2026Q3: 2,259 shares 2,259 $1.16M 0.22% -44 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,981 shares; 2026Q1: 45,981 shares; 2026Q2: 45,848 shares; 2026Q3: 45,798 shares 45,798 $1.06M 0.2% -50 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,079 shares; 2025Q3: 99,749 shares; 2025Q4: 102,964 shares; 2026Q1: 100,877 shares; 2026Q2: 101,672 shares; 2026Q3: 32,925 shares 32,925 $1.03M 0.19% -68,747 Timeline JULW 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; 2024Q4: 25,412 shares; 2025Q1: 25,412 shares; 2025Q2: 24,919 shares; 2025Q3: 24,619 shares; 2025Q4: 24,619 shares; 2026Q1: 24,619 shares; 2026Q2: 24,619 shares; 2026Q3: 24,250 shares 24,250 $1.02M 0.19% -369 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,753 shares; 2025Q1: 27,753 shares; 2025Q2: 26,947 shares; 2025Q3: 26,657 shares; 2025Q4: 24,649 shares; 2026Q1: 24,649 shares; 2026Q2: 24,649 shares; 2026Q3: 24,072 shares 24,072 $1M 0.19% -577 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; 2024Q4: 9,894 shares; 2025Q1: 7,826 shares; 2025Q2: 7,466 shares; 2025Q3: 7,774 shares; 2025Q4: 7,965 shares; 2026Q1: 8,112 shares; 2026Q2: 8,377 shares; 2026Q3: 3,494 shares 3,494 $1M 0.19% -4,883 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; 2024Q4: 10,807 shares; 2025Q1: 10,807 shares; 2025Q2: 9,957 shares; 2025Q3: 9,957 shares; 2025Q4: 9,984 shares; 2026Q1: 9,872 shares; 2026Q2: 9,349 shares; 2026Q3: 9,128 shares 9,128 $988K 0.19% -221 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; 2024Q4: 16,283 shares; 2025Q1: 28,497 shares; 2025Q2: 5,022 shares; 2025Q3: 3,220 shares; 2025Q4: 3,187 shares; 2026Q1: 3,227 shares; 2026Q2: 3,377 shares; 2026Q3: 3,389 shares 3,389 $973K 0.18% +12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,751 shares; 2025Q1: 4,595 shares; 2025Q2: 2,061 shares; 2025Q3: 2,286 shares; 2025Q4: 2,155 shares; 2026Q1: 2,025 shares; 2026Q2: 2,090 shares; 2026Q3: 2,015 shares 2,015 $972K 0.18% -75 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,797 shares; 2025Q1: 9,726 shares; 2025Q2: 4,811 shares; 2025Q3: 4,895 shares; 2025Q4: 4,337 shares; 2026Q1: 4,293 shares; 2026Q2: 4,264 shares; 2026Q3: 3,804 shares 3,804 $969K 0.18% -460 Timeline QTEC 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; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,282 shares; 2025Q3: 3,237 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 2,951 shares; 2026Q3: 2,807 shares 2,807 $955K 0.18% -144 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; 2024Q4: 3,394 shares; 2025Q1: 3,470 shares; 2025Q2: 2,833 shares; 2025Q3: 2,944 shares; 2025Q4: 2,921 shares; 2026Q1: 2,925 shares; 2026Q2: 2,859 shares; 2026Q3: 2,816 shares 2,816 $940K 0.18% -43 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; 2024Q4: 64,520 shares; 2025Q1: 64,431 shares; 2025Q2: 20,428 shares; 2025Q3: 20,610 shares; 2025Q4: 19,770 shares; 2026Q1: 26,120 shares; 2026Q2: 21,059 shares; 2026Q3: 17,430 shares 17,430 $876K 0.16% -3,629 Timeline MAYW 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; 2024Q4: 12,461 shares; 2025Q1: 12,461 shares; 2025Q2: 14,927 shares; 2025Q3: 14,927 shares; 2025Q4: 14,927 shares; 2026Q1: 14,927 shares; 2026Q2: 24,166 shares; 2026Q3: 24,166 shares 24,166 $864K 0.16% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 887 shares; 2026Q1: 1,105 shares; 2026Q2: 1,121 shares; 2026Q3: 1,096 shares 1,096 $857K 0.16% -25 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,536 shares; 2025Q1: 12,078 shares; 2025Q2: 11,551 shares; 2025Q3: 8,871 shares; 2025Q4: 8,669 shares; 2026Q1: 8,665 shares; 2026Q2: 8,641 shares; 2026Q3: 8,584 shares 8,584 $843K 0.16% -57 Timeline OCTW 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; 2024Q4: 11,978 shares; 2025Q1: 11,978 shares; 2025Q2: 11,978 shares; 2025Q3: 18,213 shares; 2025Q4: 19,771 shares; 2026Q1: 19,771 shares; 2026Q2: 19,771 shares; 2026Q3: 19,771 shares 19,771 $838K 0.16% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,357 shares; 2025Q1: 11,362 shares; 2025Q2: 11,347 shares; 2025Q3: 7,635 shares; 2025Q4: 7,640 shares; 2026Q1: 7,652 shares; 2026Q2: 7,640 shares; 2026Q3: 7,645 shares 7,645 $836K 0.16% +5 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; 2024Q4: 3,329 shares; 2025Q1: 3,198 shares; 2025Q2: 3,545 shares; 2025Q3: 3,591 shares; 2025Q4: 3,667 shares; 2026Q1: 3,701 shares; 2026Q2: 4,054 shares; 2026Q3: 1,228 shares 1,228 $806K 0.15% -2,826 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,935 shares; 2025Q1: 7,935 shares; 2025Q2: 7,935 shares; 2025Q3: 7,935 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares; 2026Q2: 7,585 shares; 2026Q3: 7,585 shares 7,585 $797K 0.15% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 416 shares; 2026Q2: 426 shares; 2026Q3: 472 shares 472 $784K 0.15% +46 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,146 shares; 2026Q1: 40,146 shares; 2026Q2: 38,613 shares; 2026Q3: 38,040 shares 38,040 $779K 0.15% -573 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,995 shares; 2026Q2: 37,844 shares; 2026Q3: 37,794 shares 37,794 $772K 0.15% -50 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,145 shares; 2025Q1: 12,147 shares; 2025Q2: 12,159 shares; 2025Q3: 8,373 shares; 2025Q4: 8,304 shares; 2026Q1: 8,326 shares; 2026Q2: 8,298 shares; 2026Q3: 8,295 shares 8,295 $724K 0.14% -3 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; 2024Q4: 10,012 shares; 2025Q1: 10,547 shares; 2025Q2: 9,948 shares; 2025Q3: 9,619 shares; 2025Q4: 10,024 shares; 2026Q1: 10,674 shares; 2026Q2: 10,653 shares; 2026Q3: 11,638 shares 11,638 $713K 0.13% +985 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; 2024Q4: 16,218 shares; 2025Q1: 16,218 shares; 2025Q2: 15,718 shares; 2025Q3: 15,718 shares; 2025Q4: 14,963 shares; 2026Q1: 14,963 shares; 2026Q2: 14,963 shares; 2026Q3: 14,963 shares 14,963 $709K 0.13% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,549 shares; 2025Q3: 1,552 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,549 shares; 2026Q3: 1,549 shares 1,549 $701K 0.13% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,334 shares; 2026Q2: 13,185 shares; 2026Q3: 6,856 shares 6,856 $693K 0.13% -6,329 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; 2024Q4: 4,955 shares; 2025Q1: 4,956 shares; 2025Q2: 4,784 shares; 2025Q3: 4,789 shares; 2025Q4: 4,364 shares; 2026Q1: 4,727 shares; 2026Q2: 4,713 shares; 2026Q3: 4,624 shares 4,624 $686K 0.13% -89 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,304 shares; 2026Q3: 2,290 shares 2,290 $677K 0.13% +986 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; 2024Q4: 12,974 shares; 2025Q1: 11,702 shares; 2025Q2: 10,983 shares; 2025Q3: 10,954 shares; 2025Q4: 10,116 shares; 2026Q1: 10,122 shares; 2026Q2: 10,082 shares; 2026Q3: 9,771 shares 9,771 $670K 0.13% -311 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,893 shares 5,893 $660K 0.12% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,689 shares; 2026Q2: 5,689 shares; 2026Q3: 5,461 shares 5,461 $657K 0.12% -228 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,364 shares; 2025Q1: 6,287 shares; 2025Q2: 5,461 shares; 2025Q3: 5,275 shares; 2025Q4: 5,258 shares; 2026Q1: 3,952 shares; 2026Q2: 3,952 shares; 2026Q3: 3,879 shares 3,879 $643K 0.12% -73 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,736 shares; 2025Q3: 18,246 shares; 2025Q4: 18,201 shares; 2026Q1: 17,376 shares; 2026Q2: 17,200 shares; 2026Q3: 17,487 shares 17,487 $639K 0.12% +287 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,203 shares; 2025Q1: 10,241 shares; 2025Q2: 10,396 shares; 2025Q3: 11,359 shares; 2025Q4: 10,805 shares; 2026Q1: 15,054 shares; 2026Q2: 12,961 shares; 2026Q3: 13,056 shares 13,056 $635K 0.12% +95 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,775 shares 7,775 $630K 0.12% new Timeline JUNW 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; 2024Q4: 12,524 shares; 2025Q1: 12,524 shares; 2025Q2: 11,816 shares; 2025Q3: 11,816 shares; 2025Q4: 11,816 shares; 2026Q1: 11,816 shares; 2026Q2: 17,591 shares; 2026Q3: 17,503 shares 17,503 $618K 0.12% -88 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; 2024Q4: 1,117 shares; 2025Q1: 1,141 shares; 2025Q2: 1,253 shares; 2025Q3: 1,275 shares; 2025Q4: 2,580 shares; 2026Q1: 2,725 shares; 2026Q2: 2,975 shares; 2026Q3: 3,054 shares 3,054 $617K 0.12% +79 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,664 shares; 2025Q1: 6,493 shares; 2025Q2: 6,330 shares; 2025Q3: 6,370 shares; 2025Q4: 5,784 shares; 2026Q1: 6,770 shares; 2026Q2: 6,316 shares; 2026Q3: 4,829 shares 4,829 $607K 0.11% -1,487 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; 2024Q4: 5,685 shares; 2025Q1: 5,757 shares; 2025Q2: 6,049 shares; 2025Q3: 6,359 shares; 2025Q4: 6,570 shares; 2026Q1: 6,712 shares; 2026Q2: 6,917 shares; 2026Q3: 7,629 shares 7,629 $606K 0.11% +712 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,542 shares; 2025Q1: 33,780 shares; 2025Q2: 28,771 shares; 2025Q3: 26,071 shares; 2025Q4: 17,988 shares; 2026Q1: 17,426 shares; 2026Q2: 14,307 shares; 2026Q3: 14,315 shares 14,315 $600K 0.11% +8 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,978 shares; 2025Q2: 14,370 shares; 2025Q3: 14,233 shares; 2025Q4: 14,499 shares; 2026Q1: 14,514 shares; 2026Q2: 14,410 shares; 2026Q3: 14,430 shares 14,430 $599K 0.11% +20 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; 2024Q4: 21,286 shares; 2025Q1: 20,756 shares; 2025Q2: 18,506 shares; 2025Q3: 15,324 shares; 2025Q4: 14,424 shares; 2026Q1: 14,424 shares; 2026Q2: 14,340 shares; 2026Q3: 12,690 shares 12,690 $599K 0.11% -1,650 Timeline SPBW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,360 shares; 2025Q3: 19,644 shares; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares; 2026Q2: 19,999 shares; 2026Q3: 20,083 shares 20,083 $594K 0.11% +84 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; 2024Q4: 7,753 shares; 2025Q1: 7,834 shares; 2025Q2: 7,725 shares; 2025Q3: 8,010 shares; 2025Q4: 7,670 shares; 2026Q1: 1,740 shares; 2026Q2: 1,601 shares; 2026Q3: 1,513 shares 1,513 $578K 0.11% -88 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,073 shares; 2025Q1: 7,077 shares; 2025Q2: 6,664 shares; 2025Q3: 6,668 shares; 2025Q4: 6,672 shares; 2026Q1: 6,593 shares; 2026Q2: 6,322 shares; 2026Q3: 6,325 shares 6,325 $575K 0.11% +3 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,319 shares; 2025Q1: 7,129 shares; 2025Q2: 6,795 shares; 2025Q3: 6,709 shares; 2025Q4: 6,720 shares; 2026Q1: 6,804 shares; 2026Q2: 10,415 shares; 2026Q3: 10,207 shares 10,207 $559K 0.11% -208 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,897 shares; 2025Q1: 67,037 shares; 2025Q2: 55,973 shares; 2025Q3: 49,474 shares; 2025Q4: 33,967 shares; 2026Q1: 32,964 shares; 2026Q2: 29,211 shares; 2026Q3: 29,196 shares 29,196 $545K 0.1% -15 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,976 shares; 2025Q1: 6,705 shares; 2025Q2: 6,341 shares; 2025Q3: 6,274 shares; 2025Q4: 5,679 shares; 2026Q1: 5,649 shares; 2026Q2: 5,464 shares; 2026Q3: 5,464 shares 5,464 $545K 0.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,989 shares; 2025Q1: 2,598 shares; 2025Q2: 2,233 shares; 2025Q3: 2,391 shares; 2025Q4: 2,261 shares; 2026Q1: 2,387 shares; 2026Q2: 2,358 shares; 2026Q3: 2,306 shares 2,306 $536K 0.1% -52 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; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,278 shares; 2025Q3: 3,237 shares; 2025Q4: 3,315 shares; 2026Q1: 4,847 shares; 2026Q2: 4,836 shares; 2026Q3: 4,514 shares 4,514 $532K 0.1% -322 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; 2024Q4: 14,949 shares; 2025Q1: 14,285 shares; 2025Q2: 12,866 shares; 2025Q3: 12,453 shares; 2025Q4: 8,943 shares; 2026Q1: 10,170 shares; 2026Q2: 8,392 shares; 2026Q3: 9,173 shares 9,173 $519K 0.1% +781 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; 2024Q4: 1,167 shares; 2025Q1: 1,168 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 5,279 shares; 2026Q3: 5,281 shares 5,281 $502K 0.09% +2 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; 2024Q4: 1,637 shares; 2025Q1: 1,623 shares; 2025Q2: 1,628 shares; 2025Q3: 1,623 shares; 2025Q4: 1,649 shares; 2026Q1: 1,657 shares; 2026Q2: 1,654 shares; 2026Q3: 1,665 shares 1,665 $495K 0.09% +11 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,580 shares; 2025Q1: 11,580 shares; 2025Q2: 11,580 shares; 2025Q3: 11,580 shares; 2025Q4: 11,580 shares; 2026Q1: 11,580 shares; 2026Q2: 11,580 shares; 2026Q3: 11,580 shares 11,580 $491K 0.09% 0 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; 2024Q4: 2,074 shares; 2025Q1: 2,077 shares; 2025Q2: 2,176 shares; 2025Q3: 2,061 shares; 2025Q4: 2,109 shares; 2026Q1: 2,080 shares; 2026Q2: 2,084 shares; 2026Q3: 2,058 shares 2,058 $489K 0.09% -26 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,761 shares; 2025Q2: 2,821 shares; 2025Q3: 2,690 shares; 2025Q4: 2,790 shares; 2026Q1: 2,655 shares; 2026Q2: 2,636 shares; 2026Q3: 2,227 shares 2,227 $480K 0.09% -409 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,212 shares; 2025Q1: 2,223 shares; 2025Q2: 2,225 shares; 2025Q3: 1,753 shares; 2025Q4: 1,750 shares; 2026Q1: 1,746 shares; 2026Q2: 1,857 shares; 2026Q3: 1,795 shares 1,795 $480K 0.09% -62 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,015 shares; 2025Q3: 1,016 shares; 2025Q4: 1,020 shares; 2026Q1: 1,016 shares; 2026Q2: 1,038 shares; 2026Q3: 1,037 shares 1,037 $467K 0.09% -1 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,432 shares 3,432 $463K 0.09% 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; 2024Q4: 1,531 shares; 2025Q1: 1,401 shares; 2025Q2: 1,359 shares; 2025Q3: 1,360 shares; 2025Q4: 1,235 shares; 2026Q1: 1,770 shares; 2026Q2: 1,762 shares; 2026Q3: 1,672 shares 1,672 $463K 0.09% -90 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,476 shares; 2025Q1: 13,476 shares; 2025Q2: 13,097 shares; 2025Q3: 12,804 shares; 2025Q4: 12,535 shares; 2026Q1: 11,547 shares; 2026Q2: 11,547 shares; 2026Q3: 11,547 shares 11,547 $460K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,146 shares; 2025Q3: 9,224 shares; 2025Q4: 10,094 shares; 2026Q1: 10,920 shares; 2026Q2: 12,065 shares; 2026Q3: 13,955 shares 13,955 $458K 0.09% +1,890 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; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 7,885 shares; 2025Q3: 7,895 shares; 2025Q4: 7,668 shares; 2026Q1: 7,663 shares; 2026Q2: 7,641 shares; 2026Q3: 7,667 shares 7,667 $457K 0.09% +26 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,316 shares; 2025Q1: 9,316 shares; 2025Q2: 9,311 shares; 2025Q3: 9,311 shares; 2025Q4: 9,311 shares; 2026Q1: 9,311 shares; 2026Q2: 9,311 shares; 2026Q3: 9,311 shares 9,311 $446K 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,159 shares; 2026Q1: 11,068 shares; 2026Q2: 10,046 shares; 2026Q3: 8,880 shares 8,880 $444K 0.08% -1,166 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,425 shares; 2025Q1: 2,687 shares; 2025Q2: 2,719 shares; 2025Q3: 2,766 shares; 2025Q4: 27,771 shares; 2026Q1: 27,781 shares; 2026Q2: 6,339 shares; 2026Q3: 6,446 shares 6,446 $443K 0.08% +107 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; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 5,250 shares; 2025Q3: 4,950 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares; 2026Q2: 4,284 shares; 2026Q3: 4,254 shares 4,254 $427K 0.08% -30 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,708 shares; 2025Q4: 6,885 shares; 2026Q1: 6,930 shares; 2026Q2: 6,778 shares; 2026Q3: 6,805 shares 6,805 $422K 0.08% +27 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,039 shares; 2025Q4: 19,019 shares; 2026Q1: 19,019 shares; 2026Q2: 19,019 shares; 2026Q3: 19,019 shares 19,019 $414K 0.08% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,367 shares; 2025Q1: 2,374 shares; 2025Q2: 2,381 shares; 2025Q3: 2,388 shares; 2025Q4: 2,417 shares; 2026Q1: 2,422 shares; 2026Q2: 2,428 shares; 2026Q3: 2,435 shares 2,435 $414K 0.08% +7 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,220 shares; 2025Q3: 15,852 shares; 2025Q4: 14,517 shares; 2026Q1: 14,999 shares; 2026Q2: 14,593 shares; 2026Q3: 14,619 shares 14,619 $402K 0.08% +26 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; 2024Q4: 14,670 shares; 2025Q1: 15,570 shares; 2025Q2: 15,566 shares; 2025Q3: 15,566 shares; 2025Q4: 15,116 shares; 2026Q1: 14,866 shares; 2026Q2: 14,050 shares; 2026Q3: 16,434 shares 16,434 $393K 0.07% +2,384 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,715 shares; 2025Q2: 6,924 shares; 2025Q3: 6,924 shares; 2025Q4: 6,979 shares; 2026Q1: 6,979 shares; 2026Q2: 6,979 shares; 2026Q3: 9,532 shares 9,532 $391K 0.07% +2,553 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,163 shares; 2025Q1: 2,185 shares; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,452 shares; 2026Q1: 1,456 shares; 2026Q2: 1,430 shares; 2026Q3: 1,910 shares 1,910 $388K 0.07% +480 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; 2024Q4: not reported; 2025Q1: 5,388 shares; 2025Q2: 6,556 shares; 2025Q3: 6,606 shares; 2025Q4: 8,060 shares; 2026Q1: 8,102 shares; 2026Q2: 8,082 shares; 2026Q3: 7,689 shares 7,689 $384K 0.07% -393 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; 2024Q4: 359 shares; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 382 shares; 2026Q1: 366 shares; 2026Q2: 2,939 shares; 2026Q3: 2,946 shares 2,946 $382K 0.07% +7 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,867 shares; 2025Q1: 3,905 shares; 2025Q2: 670 shares; 2025Q3: 676 shares; 2025Q4: 695 shares; 2026Q1: 700 shares; 2026Q2: 680 shares; 2026Q3: 669 shares 669 $379K 0.07% -11 Timeline XJUN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,218 shares; 2025Q3: 8,218 shares; 2025Q4: 8,218 shares; 2026Q1: 8,218 shares; 2026Q2: 8,218 shares; 2026Q3: 8,218 shares 8,218 $375K 0.07% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,178 shares; 2025Q1: 10,046 shares; 2025Q2: 3,529 shares; 2025Q3: 3,564 shares; 2025Q4: 3,625 shares; 2026Q1: 3,480 shares; 2026Q2: 3,417 shares; 2026Q3: 3,291 shares 3,291 $373K 0.07% -126 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; 2024Q4: 1,500 shares; 2025Q1: 1,511 shares; 2025Q2: 1,175 shares; 2025Q3: 1,188 shares; 2025Q4: 1,204 shares; 2026Q1: 1,190 shares; 2026Q2: 1,182 shares; 2026Q3: 1,123 shares 1,123 $372K 0.07% -59 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,940 shares; 2025Q4: 4,950 shares; 2026Q1: 4,955 shares; 2026Q2: 4,945 shares; 2026Q3: 4,979 shares 4,979 $362K 0.07% +34 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,511 shares; 2025Q1: 8,513 shares; 2025Q2: 8,943 shares; 2025Q3: 7,824 shares; 2025Q4: 7,178 shares; 2026Q1: 7,149 shares; 2026Q2: 6,844 shares; 2026Q3: 6,512 shares 6,512 $357K 0.07% -332 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; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 2,813 shares; 2026Q3: 2,510 shares 2,510 $354K 0.07% -303 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,400 shares; 2025Q1: 4,422 shares; 2025Q2: 4,445 shares; 2025Q3: 4,469 shares; 2025Q4: 4,497 shares; 2026Q1: 4,518 shares; 2026Q2: 4,538 shares; 2026Q3: 4,560 shares 4,560 $349K 0.07% +22 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; 2024Q4: 1,117 shares; 2025Q1: 1,121 shares; 2025Q2: 1,124 shares; 2025Q3: 1,132 shares; 2025Q4: 1,136 shares; 2026Q1: 1,131 shares; 2026Q2: 998 shares; 2026Q3: 905 shares 905 $346K 0.07% -93 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; 2024Q4: 4,427 shares; 2025Q1: 4,457 shares; 2025Q2: 4,477 shares; 2025Q3: 4,492 shares; 2025Q4: 4,522 shares; 2026Q1: 4,456 shares; 2026Q2: 4,400 shares; 2026Q3: 4,439 shares 4,439 $346K 0.07% +39 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,699 shares; 2025Q4: 5,245 shares; 2026Q1: 6,303 shares; 2026Q2: 6,724 shares; 2026Q3: 6,759 shares 6,759 $342K 0.06% +35 Timeline APRW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares; 2026Q1: 8,975 shares; 2026Q2: 8,975 shares; 2026Q3: 8,975 shares 8,975 $341K 0.06% 0 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; 2024Q4: 25,411 shares; 2025Q1: 25,415 shares; 2025Q2: 25,213 shares; 2025Q3: 25,214 shares; 2025Q4: 25,235 shares; 2026Q1: 25,217 shares; 2026Q2: 26,128 shares; 2026Q3: 25,059 shares 25,059 $337K 0.06% -1,069 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,568 shares; 2025Q1: 28,723 shares; 2025Q2: 28,529 shares; 2025Q3: 29,235 shares; 2025Q4: 29,685 shares; 2026Q1: 29,981 shares; 2026Q2: 30,446 shares; 2026Q3: 28,964 shares 28,964 $336K 0.06% -1,482 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,831 shares; 2025Q1: 1,796 shares; 2025Q2: 1,770 shares; 2025Q3: 1,789 shares; 2025Q4: 1,831 shares; 2026Q1: 1,839 shares; 2026Q2: 1,830 shares; 2026Q3: 1,821 shares 1,821 $334K 0.06% -9 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; 2024Q4: 1,764 shares; 2025Q1: 1,767 shares; 2025Q2: 1,720 shares; 2025Q3: 1,723 shares; 2025Q4: 1,726 shares; 2026Q1: 1,729 shares; 2026Q2: 1,521 shares; 2026Q3: 1,398 shares 1,398 $332K 0.06% -123 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 598 shares; 2026Q3: 617 shares 617 $330K 0.06% +19 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,346 shares; 2025Q1: 7,046 shares; 2025Q2: 6,057 shares; 2025Q3: 4,034 shares; 2025Q4: 4,034 shares; 2026Q1: 3,993 shares; 2026Q2: 3,702 shares; 2026Q3: 3,440 shares 3,440 $330K 0.06% -262 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,927 shares; 2025Q1: 3,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,769 shares; 2026Q3: 3,809 shares 3,809 $329K 0.06% +40 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 1,174 shares; 2026Q3: 1,168 shares 1,168 $329K 0.06% -6 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; 2024Q4: 1,818 shares; 2025Q1: 1,870 shares; 2025Q2: 1,819 shares; 2025Q3: 1,823 shares; 2025Q4: 1,831 shares; 2026Q1: 1,846 shares; 2026Q2: 1,537 shares; 2026Q3: 1,540 shares 1,540 $327K 0.06% +3 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,625 shares; 2025Q1: 1,627 shares; 2025Q2: 1,629 shares; 2025Q3: 1,632 shares; 2025Q4: 1,634 shares; 2026Q1: 1,636 shares; 2026Q2: 1,638 shares; 2026Q3: 1,640 shares 1,640 $327K 0.06% +2 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; 2024Q4: 8,592 shares; 2025Q1: 8,592 shares; 2025Q2: 8,592 shares; 2025Q3: 8,592 shares; 2025Q4: 8,592 shares; 2026Q1: 8,592 shares; 2026Q2: 8,592 shares; 2026Q3: 8,592 shares 8,592 $326K 0.06% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,138 shares; 2025Q1: 5,083 shares; 2025Q2: 1,549 shares; 2025Q3: 1,559 shares; 2025Q4: 1,565 shares; 2026Q1: 1,498 shares; 2026Q2: 1,515 shares; 2026Q3: 1,198 shares 1,198 $320K 0.06% -317 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; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,883 shares; 2026Q1: 1,884 shares; 2026Q2: 1,885 shares; 2026Q3: 1,895 shares 1,895 $317K 0.06% +10 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,625 shares; 2025Q1: 10,625 shares; 2025Q2: 10,625 shares; 2025Q3: 10,625 shares; 2025Q4: 10,625 shares; 2026Q1: 10,564 shares; 2026Q2: 10,298 shares; 2026Q3: 10,298 shares 10,298 $316K 0.06% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $314K 0.06% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,474 shares; 2025Q1: 11,714 shares; 2025Q2: 12,943 shares; 2025Q3: 12,990 shares; 2025Q4: 13,262 shares; 2026Q1: 13,151 shares; 2026Q2: 882 shares; 2026Q3: 882 shares 882 $313K 0.06% 0 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; 2024Q4: 3,395 shares; 2025Q1: 2,824 shares; 2025Q2: 2,804 shares; 2025Q3: 2,667 shares; 2025Q4: 2,632 shares; 2026Q1: 3,354 shares; 2026Q2: 3,406 shares; 2026Q3: 3,006 shares 3,006 $313K 0.06% -400 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,003 shares; 2025Q1: 6,041 shares; 2025Q2: not reported; 2025Q3: 7,031 shares; 2025Q4: 7,212 shares; 2026Q1: 7,212 shares; 2026Q2: 7,132 shares; 2026Q3: 7,715 shares 7,715 $313K 0.06% +583 Timeline FEBW 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; 2024Q4: 7,864 shares; 2025Q1: 11,644 shares; 2025Q2: 8,423 shares; 2025Q3: 8,423 shares; 2025Q4: 7,761 shares; 2026Q1: 7,761 shares; 2026Q2: 8,536 shares; 2026Q3: 8,536 shares 8,536 $312K 0.06% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,312 shares; 2025Q1: 67,018 shares; 2025Q2: 67,155 shares; 2025Q3: 67,192 shares; 2025Q4: 61,002 shares; 2026Q1: 7,596 shares; 2026Q2: 7,767 shares; 2026Q3: 7,716 shares 7,716 $306K 0.06% -51 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; 2024Q4: 3,021 shares; 2025Q1: 3,036 shares; 2025Q2: 3,015 shares; 2025Q3: 3,035 shares; 2025Q4: 3,305 shares; 2026Q1: 3,325 shares; 2026Q2: 3,689 shares; 2026Q3: 3,723 shares 3,723 $305K 0.06% +34 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,880 shares; 2025Q1: 6,894 shares; 2025Q2: 2,223 shares; 2025Q3: 2,170 shares; 2025Q4: 1,935 shares; 2026Q1: 1,875 shares; 2026Q2: 1,877 shares; 2026Q3: 1,461 shares 1,461 $295K 0.06% -416 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; 2024Q4: 10,861 shares; 2025Q1: 9,739 shares; 2025Q2: 9,120 shares; 2025Q3: 9,156 shares; 2025Q4: 8,422 shares; 2026Q1: 8,761 shares; 2026Q2: 7,749 shares; 2026Q3: 6,294 shares 6,294 $289K 0.05% -1,455 Timeline SEPW 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,666 shares; 2025Q4: 8,666 shares; 2026Q1: 8,666 shares; 2026Q2: 8,666 shares; 2026Q3: 8,398 shares 8,398 $287K 0.05% -268 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; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: 5,617 shares; 2025Q3: 6,059 shares; 2025Q4: 6,174 shares; 2026Q1: 6,178 shares; 2026Q2: 6,183 shares; 2026Q3: 5,914 shares 5,914 $287K 0.05% -269 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; 2024Q4: 935 shares; 2025Q1: 936 shares; 2025Q2: 906 shares; 2025Q3: 908 shares; 2025Q4: 910 shares; 2026Q1: 912 shares; 2026Q2: 913 shares; 2026Q3: 915 shares 915 $286K 0.05% +2 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 876 shares; 2025Q1: 877 shares; 2025Q2: 787 shares; 2025Q3: 791 shares; 2025Q4: 784 shares; 2026Q1: 811 shares; 2026Q2: 783 shares; 2026Q3: 783 shares 783 $282K 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 686 shares; 2025Q1: 660 shares; 2025Q2: 659 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 663 shares; 2026Q2: 663 shares; 2026Q3: 661 shares 661 $277K 0.05% -2 Timeline GII 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; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares; 2026Q2: 3,860 shares; 2026Q3: 3,860 shares 3,860 $276K 0.05% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,252 shares; 2025Q3: 2,870 shares; 2025Q4: 2,596 shares; 2026Q1: 2,625 shares; 2026Q2: 2,626 shares; 2026Q3: 1,777 shares 1,777 $274K 0.05% -849 Timeline CGW 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; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,197 shares; 2026Q1: 5,197 shares; 2026Q2: 5,150 shares; 2026Q3: 4,217 shares 4,217 $270K 0.05% -933 Timeline COWS AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,274 shares 7,274 $269K 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares; 2026Q3: 2,048 shares 2,048 $263K 0.05% +4 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,050 shares; 2025Q1: 1,052 shares; 2025Q2: 1,019 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,024 shares; 2026Q2: 860 shares; 2026Q3: 861 shares 861 $262K 0.05% +1 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,067 shares; 2025Q1: 5,622 shares; 2025Q2: 5,061 shares; 2025Q3: 5,159 shares; 2025Q4: 5,461 shares; 2026Q1: 5,783 shares; 2026Q2: 6,023 shares; 2026Q3: 934 shares 934 $256K 0.05% -5,089 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,249 shares; 2025Q1: 24,187 shares; 2025Q2: 24,192 shares; 2025Q3: 24,192 shares; 2025Q4: 24,192 shares; 2026Q1: 24,192 shares; 2026Q2: 24,192 shares; 2026Q3: 24,192 shares 24,192 $256K 0.05% 0 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,550 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,280 shares; 2026Q2: 822 shares; 2026Q3: 766 shares 766 $254K 0.05% -56 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349 shares; 2026Q3: 353 shares 353 $253K 0.05% +4 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,574 shares; 2025Q1: 1,580 shares; 2025Q2: 852 shares; 2025Q3: 1,055 shares; 2025Q4: 1,185 shares; 2026Q1: 1,194 shares; 2026Q2: 1,167 shares; 2026Q3: 1,172 shares 1,172 $248K 0.05% +5 Timeline DECW 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; 2024Q4: 6,492 shares; 2025Q1: not reported; 2025Q2: 6,492 shares; 2025Q3: 6,492 shares; 2025Q4: 6,729 shares; 2026Q1: 6,729 shares; 2026Q2: 6,729 shares; 2026Q3: 6,729 shares 6,729 $247K 0.05% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,561 shares; 2025Q1: 4,585 shares; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 3,482 shares; 2026Q1: 3,482 shares; 2026Q2: 3,428 shares; 2026Q3: 3,446 shares 3,446 $241K 0.05% +18 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,583 shares; 2025Q1: 17,454 shares; 2025Q2: 20,339 shares; 2025Q3: 20,642 shares; 2025Q4: 2,588 shares; 2026Q1: 2,637 shares; 2026Q2: 2,700 shares; 2026Q3: 2,438 shares 2,438 $234K 0.04% -262 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,782 shares 3,782 $232K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,512 shares; 2026Q1: 4,532 shares; 2026Q2: 4,537 shares; 2026Q3: 4,537 shares 4,537 $231K 0.04% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,974 shares; 2025Q1: 27,019 shares; 2025Q2: 83,580 shares; 2025Q3: 86,432 shares; 2025Q4: 24,951 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,131 shares 8,131 $231K 0.04% new 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; 2024Q4: 7,028 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,342 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,389 shares; 2026Q3: 6,230 shares 6,230 $230K 0.04% -159 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: not reported; 2025Q4: 1,411 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,421 shares 1,421 $229K 0.04% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,951 shares; 2026Q2: 4,938 shares; 2026Q3: 5,023 shares 5,023 $229K 0.04% +85 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; 2024Q4: 4,483 shares; 2025Q1: 4,346 shares; 2025Q2: 4,346 shares; 2025Q3: 5,176 shares; 2025Q4: 3,739 shares; 2026Q1: not reported; 2026Q2: 3,739 shares; 2026Q3: 3,688 shares 3,688 $224K 0.04% -51 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,143 shares; 2026Q3: 12,585 shares 12,585 $222K 0.04% +1,442 Timeline GJUN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares; 2026Q2: 5,138 shares; 2026Q3: 5,138 shares 5,138 $218K 0.04% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,566 shares; 2025Q3: 1,486 shares; 2025Q4: 1,436 shares; 2026Q1: 1,436 shares; 2026Q2: 1,436 shares; 2026Q3: 1,401 shares 1,401 $217K 0.04% -35 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; 2024Q4: 17,658 shares; 2025Q1: 14,229 shares; 2025Q2: 9,183 shares; 2025Q3: 19,047 shares; 2025Q4: 21,072 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,993 shares 1,993 $216K 0.04% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 959 shares; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 937 shares; 2025Q4: 1,891 shares; 2026Q1: 1,893 shares; 2026Q2: 1,898 shares; 2026Q3: 1,916 shares 1,916 $214K 0.04% +18 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,258 shares; 2026Q3: 1,005 shares 1,005 $214K 0.04% -3,253 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,525 shares; 2025Q1: 24,375 shares; 2025Q2: 24,375 shares; 2025Q3: 26,709 shares; 2025Q4: 23,409 shares; 2026Q1: 23,409 shares; 2026Q2: 23,409 shares; 2026Q3: 21,075 shares 21,075 $212K 0.04% -2,334 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 2,390 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,410 shares; 2026Q2: 2,390 shares; 2026Q3: 2,420 shares 2,420 $206K 0.04% +30 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,627 shares 3,627 $206K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,182 shares; 2026Q3: 1,190 shares 1,190 $204K 0.04% +8 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,448 shares 2,448 $203K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 1,854 shares; 2026Q1: 1,861 shares; 2026Q2: 1,849 shares; 2026Q3: 1,855 shares 1,855 $203K 0.04% +6 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 810 shares 810 $202K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares; 2026Q3: 380 shares 380 $202K 0.04% -11 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,485 shares; 2025Q4: 13,849 shares; 2026Q1: 13,772 shares; 2026Q2: 13,761 shares; 2026Q3: 13,936 shares 13,936 $169K 0.03% +175 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,822 shares; 2026Q1: 13,822 shares; 2026Q2: 13,822 shares; 2026Q3: 15,622 shares 15,622 $107K 0.02% +1,800 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,702 shares 10,702 $67.9K 0.01% new Timeline