SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,118 shares; 2024Q4: 533,373 shares; 2025Q1: 535,486 shares; 2025Q2: 538,690 shares; 2025Q3: 536,400 shares; 2025Q4: 534,434 shares; 2026Q1: 542,723 shares; 2026Q2: 544,554 shares 544,554 $33.1M 11.62% +1,831 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,267 shares; 2024Q4: 330,966 shares; 2025Q1: 330,368 shares; 2025Q2: 329,125 shares; 2025Q3: 321,720 shares; 2025Q4: 322,617 shares; 2026Q1: 327,972 shares; 2026Q2: 330,979 shares 330,979 $31.6M 11.11% +3,007 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,957 shares; 2024Q4: 243,975 shares; 2025Q1: 251,781 shares; 2025Q2: 246,579 shares; 2025Q3: 235,788 shares; 2025Q4: 229,856 shares; 2026Q1: 235,677 shares; 2026Q2: 230,868 shares 230,868 $27.5M 9.64% -4,809 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,105 shares; 2024Q4: 313,018 shares; 2025Q1: 309,128 shares; 2025Q2: 301,176 shares; 2025Q3: 300,572 shares; 2025Q4: 300,715 shares; 2026Q1: 302,764 shares; 2026Q2: 305,647 shares 305,647 $25.2M 8.85% +2,883 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,921 shares; 2026Q2: 341,073 shares 341,073 $18.2M 6.4% +13,152 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312,589 shares; 2025Q3: 311,970 shares; 2025Q4: 315,673 shares; 2026Q1: 324,586 shares; 2026Q2: 337,241 shares 337,241 $17.1M 6% +12,655 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336,513 shares; 2026Q2: 356,619 shares 356,619 $16.5M 5.78% +20,106 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,233 shares; 2024Q4: 196,512 shares; 2025Q1: 199,470 shares; 2025Q2: 198,734 shares; 2025Q3: 199,092 shares; 2025Q4: 199,595 shares; 2026Q1: 201,138 shares; 2026Q2: 201,271 shares 201,271 $15.1M 5.29% +133 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,520 shares; 2025Q4: 136,779 shares; 2026Q1: 139,226 shares; 2026Q2: 133,375 shares 133,375 $12.9M 4.52% -5,851 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,954 shares; 2024Q4: 208,790 shares; 2025Q1: 209,078 shares; 2025Q2: 214,351 shares; 2025Q3: 223,194 shares; 2025Q4: 226,782 shares; 2026Q1: 234,932 shares; 2026Q2: 235,220 shares 235,220 $11.9M 4.17% +288 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 398,929 shares 398,929 $11.7M 4.11% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,484 shares; 2024Q4: 56,791 shares; 2025Q1: 57,792 shares; 2025Q2: 57,112 shares; 2025Q3: 56,392 shares; 2025Q4: 55,911 shares; 2026Q1: 57,375 shares; 2026Q2: 51,232 shares 51,232 $11.1M 3.91% -6,143 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,469 shares; 2026Q2: 136,099 shares 136,099 $9.98M 3.5% +6,630 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,050 shares; 2024Q4: 33,749 shares; 2025Q1: 33,682 shares; 2025Q2: 33,759 shares; 2025Q3: 33,759 shares; 2025Q4: 33,043 shares; 2026Q1: 32,978 shares; 2026Q2: 33,025 shares 33,025 $9.56M 3.35% +47 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,227 shares; 2024Q4: 31,707 shares; 2025Q1: 32,207 shares; 2025Q2: 32,257 shares; 2025Q3: 31,632 shares; 2025Q4: 32,296 shares; 2026Q1: 32,296 shares; 2026Q2: 35,266 shares 35,266 $8.41M 2.95% +2,970 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,248 shares; 2024Q4: 20,998 shares; 2025Q1: 21,082 shares; 2025Q2: 21,082 shares; 2025Q3: 21,122 shares; 2025Q4: 21,122 shares; 2026Q1: 20,982 shares; 2026Q2: 21,302 shares 21,302 $4.26M 1.5% +320 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,881 shares; 2024Q4: 42,037 shares; 2025Q1: 42,161 shares; 2025Q2: 42,062 shares; 2025Q3: 42,062 shares; 2025Q4: 42,002 shares; 2026Q1: 40,393 shares; 2026Q2: 40,303 shares 40,303 $2.58M 0.91% -90 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,026 shares; 2024Q4: 41,107 shares; 2025Q1: 40,601 shares; 2025Q2: 40,601 shares; 2025Q3: 40,141 shares; 2025Q4: 40,097 shares; 2026Q1: 40,426 shares; 2026Q2: 40,451 shares 40,451 $2.53M 0.89% +25 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,317 shares; 2024Q4: 477,743 shares; 2025Q1: 485,120 shares; 2025Q2: 482,553 shares; 2025Q3: 105,828 shares; 2025Q4: not reported; 2026Q1: 95,214 shares; 2026Q2: 89,674 shares 89,674 $2.49M 0.87% -5,540 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,392 shares; 2024Q4: 148,361 shares; 2025Q1: 153,944 shares; 2025Q2: 156,587 shares; 2025Q3: 157,394 shares; 2025Q4: 157,589 shares; 2026Q1: 36,183 shares; 2026Q2: 31,697 shares 31,697 $2.47M 0.87% -4,486 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,011 shares; 2024Q4: 344,853 shares; 2025Q1: 344,811 shares; 2025Q2: 345,172 shares; 2025Q3: 357,731 shares; 2025Q4: 358,135 shares; 2026Q1: 50,880 shares; 2026Q2: 42,460 shares 42,460 $2.22M 0.78% -8,420 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $1.54M 0.54% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 6,750 shares 6,750 $1.14M 0.4% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,788 shares; 2025Q4: 1,789 shares; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $866K 0.3% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,232 shares; 2026Q1: 1,132 shares; 2026Q2: 1,142 shares 1,142 $841K 0.3% +10 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,888 shares; 2024Q4: 1,819 shares; 2025Q1: 1,754 shares; 2025Q2: 1,691 shares; 2025Q3: 1,627 shares; 2025Q4: 1,584 shares; 2026Q1: 1,532 shares; 2026Q2: 1,494 shares 1,494 $748K 0.26% -38 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 1,070 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,106 shares; 2025Q4: 1,049 shares; 2026Q1: 875 shares; 2026Q2: 877 shares 877 $655K 0.23% +2 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 9,131 shares; 2026Q1: 9,131 shares; 2026Q2: 9,131 shares 9,131 $463K 0.16% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $411K 0.14% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares; 2026Q2: 4,387 shares 4,387 $394K 0.14% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,262 shares; 2025Q1: 3,528 shares; 2025Q2: 3,525 shares; 2025Q3: 3,559 shares; 2025Q4: 3,498 shares; 2026Q1: 3,680 shares; 2026Q2: 3,317 shares 3,317 $324K 0.11% -363 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $322K 0.11% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $301K 0.11% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 2,817 shares; 2025Q1: 2,844 shares; 2025Q2: 2,878 shares; 2025Q3: 2,917 shares; 2025Q4: 2,952 shares; 2026Q1: 2,983 shares; 2026Q2: 2,715 shares 2,715 $292K 0.1% -268 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,976 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares; 2026Q2: 2,976 shares 2,976 $231K 0.08% 0 Timeline