VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329 shares; 2024Q4: 5,933 shares; 2025Q1: 9,193 shares; 2025Q2: 17,463 shares; 2025Q3: 22,449 shares; 2025Q4: 28,690 shares; 2026Q1: 29,182 shares; 2026Q2: 35,322 shares 35,322 $24.3M 8.86% +6,140 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,478 shares; 2024Q4: 24,731 shares; 2025Q1: 41,203 shares; 2025Q2: 85,278 shares; 2025Q3: 140,889 shares; 2025Q4: 188,670 shares; 2026Q1: 215,268 shares; 2026Q2: 233,836 shares 233,836 $19M 6.92% +18,568 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: 11,831 shares; 2024Q4: 12,321 shares; 2025Q1: 14,830 shares; 2025Q2: 21,834 shares; 2025Q3: 24,220 shares; 2025Q4: 27,093 shares; 2026Q1: 22,824 shares; 2026Q2: 25,466 shares 25,466 $18.8M 6.85% +2,642 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: 46,646 shares; 2024Q4: 46,857 shares; 2025Q1: 47,341 shares; 2025Q2: 47,951 shares; 2025Q3: 46,581 shares; 2025Q4: 47,062 shares; 2026Q1: 45,117 shares; 2026Q2: 49,519 shares 49,519 $14.3M 5.23% +4,402 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: 4,605 shares; 2024Q4: 10,875 shares; 2025Q1: 18,633 shares; 2025Q2: 53,503 shares; 2025Q3: 64,436 shares; 2025Q4: 72,598 shares; 2026Q1: 78,557 shares; 2026Q2: 91,934 shares 91,934 $8.87M 3.24% +13,377 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,220 shares; 2024Q4: 288,701 shares; 2025Q1: 285,323 shares; 2025Q2: 213,774 shares; 2025Q3: 216,921 shares; 2025Q4: 225,480 shares; 2026Q1: 229,098 shares; 2026Q2: 226,813 shares 226,813 $8.29M 3.03% -2,285 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; 2024Q3: 318,565 shares; 2024Q4: 299,673 shares; 2025Q1: 287,148 shares; 2025Q2: 155,187 shares; 2025Q3: 156,494 shares; 2025Q4: 156,559 shares; 2026Q1: 160,310 shares; 2026Q2: 180,016 shares 180,016 $7.78M 2.84% +19,706 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,944 shares; 2024Q4: 32,922 shares; 2025Q1: 55,498 shares; 2025Q2: 59,920 shares; 2025Q3: 92,083 shares; 2025Q4: 111,670 shares; 2026Q1: 138,692 shares; 2026Q2: 169,980 shares 169,980 $7.33M 2.68% +31,288 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,316 shares; 2024Q4: 72,292 shares; 2025Q1: 120,185 shares; 2025Q2: 169,455 shares; 2025Q3: 218,598 shares; 2025Q4: 159,619 shares; 2026Q1: 178,248 shares; 2026Q2: 214,147 shares 214,147 $6.79M 2.48% +35,899 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287,768 shares; 2026Q2: 306,389 shares 306,389 $6M 2.19% +18,621 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,448 shares; 2024Q4: 34,685 shares; 2025Q1: 33,270 shares; 2025Q2: 32,932 shares; 2025Q3: 27,753 shares; 2025Q4: 29,077 shares; 2026Q1: 26,921 shares; 2026Q2: 26,027 shares 26,027 $5.67M 2.07% -894 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,491 shares; 2024Q4: 31,512 shares; 2025Q1: 30,187 shares; 2025Q2: 29,245 shares; 2025Q3: 25,851 shares; 2025Q4: 27,858 shares; 2026Q1: 26,513 shares; 2026Q2: 23,326 shares 23,326 $5.52M 2.02% -3,187 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,720 shares; 2024Q4: 17,411 shares; 2025Q1: 16,847 shares; 2025Q2: 18,512 shares; 2025Q3: 17,641 shares; 2025Q4: 18,671 shares; 2026Q1: 18,281 shares; 2026Q2: 17,950 shares 17,950 $5.44M 1.99% -331 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,864 shares; 2024Q4: 15,158 shares; 2025Q1: 14,513 shares; 2025Q2: 13,637 shares; 2025Q3: 11,348 shares; 2025Q4: 11,408 shares; 2026Q1: 10,767 shares; 2026Q2: 58,911 shares 58,911 $5.07M 1.85% +48,144 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,129 shares; 2025Q2: 32,263 shares; 2025Q3: 51,663 shares; 2025Q4: 63,003 shares; 2026Q1: 73,008 shares; 2026Q2: 88,483 shares 88,483 $4.83M 1.77% +15,475 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,451 shares; 2024Q4: 40,556 shares; 2025Q1: 35,230 shares; 2025Q2: 145,008 shares; 2025Q3: 162,406 shares; 2025Q4: 182,135 shares; 2026Q1: 107,829 shares; 2026Q2: 105,914 shares 105,914 $4.42M 1.62% -1,915 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,140 shares; 2024Q4: 14,579 shares; 2025Q1: 19,458 shares; 2025Q2: 20,579 shares; 2025Q3: 33,611 shares; 2025Q4: 41,014 shares; 2026Q1: 43,420 shares; 2026Q2: 48,264 shares 48,264 $3.7M 1.35% +4,844 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,280 shares; 2026Q2: 67,003 shares 67,003 $3.41M 1.24% -6,277 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; 2024Q3: 53,204 shares; 2024Q4: 53,955 shares; 2025Q1: 51,389 shares; 2025Q2: 68,611 shares; 2025Q3: 68,330 shares; 2025Q4: 69,957 shares; 2026Q1: 70,594 shares; 2026Q2: 78,200 shares 78,200 $3.23M 1.18% +7,606 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,076 shares; 2025Q3: 36,277 shares; 2025Q4: 38,085 shares; 2026Q1: 35,387 shares; 2026Q2: 32,352 shares 32,352 $3.12M 1.14% -3,035 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,284 shares; 2024Q4: 39,101 shares; 2025Q1: 72,650 shares; 2025Q2: 73,300 shares; 2025Q3: 70,295 shares; 2025Q4: 63,976 shares; 2026Q1: 71,175 shares; 2026Q2: 70,185 shares 70,185 $3.02M 1.1% -990 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,860 shares; 2024Q4: 57,399 shares; 2025Q1: 50,116 shares; 2025Q2: 49,891 shares; 2025Q3: 69,075 shares; 2025Q4: 74,577 shares; 2026Q1: 67,523 shares; 2026Q2: 64,505 shares 64,505 $2.97M 1.08% -3,018 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,952 shares; 2025Q3: 39,409 shares; 2025Q4: 41,287 shares; 2026Q1: 38,426 shares; 2026Q2: 34,652 shares 34,652 $2.87M 1.05% -3,774 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,635 shares; 2025Q1: 23,891 shares; 2025Q2: 13,022 shares; 2025Q3: 10,729 shares; 2025Q4: 11,048 shares; 2026Q1: 10,124 shares; 2026Q2: 9,108 shares 9,108 $2.74M 1% -1,016 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: 3,704 shares; 2024Q4: 3,700 shares; 2025Q1: 3,750 shares; 2025Q2: 3,931 shares; 2025Q3: 5,455 shares; 2025Q4: 5,469 shares; 2026Q1: 6,416 shares; 2026Q2: 6,416 shares 6,416 $2.7M 0.99% 0 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; 2024Q3: 41,976 shares; 2024Q4: 51,660 shares; 2025Q1: 51,504 shares; 2025Q2: 44,638 shares; 2025Q3: 50,416 shares; 2025Q4: 68,823 shares; 2026Q1: 68,288 shares; 2026Q2: 57,959 shares 57,959 $2.69M 0.98% -10,329 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,747 shares; 2024Q4: 56,437 shares; 2025Q1: 48,700 shares; 2025Q2: 44,459 shares; 2025Q3: 61,462 shares; 2025Q4: 64,609 shares; 2026Q1: 57,414 shares; 2026Q2: 56,987 shares 56,987 $2.6M 0.95% -427 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,248 shares; 2024Q4: 14,721 shares; 2025Q1: 21,212 shares; 2025Q2: 22,534 shares; 2025Q3: 36,587 shares; 2025Q4: 44,961 shares; 2026Q1: 47,487 shares; 2026Q2: 52,710 shares 52,710 $2.47M 0.9% +5,223 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,632 shares; 2024Q4: 47,186 shares; 2025Q1: 45,848 shares; 2025Q2: 50,458 shares; 2025Q3: 43,125 shares; 2025Q4: 50,608 shares; 2026Q1: 51,423 shares; 2026Q2: 44,641 shares 44,641 $2.38M 0.87% -6,782 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,104 shares; 2024Q4: 54,340 shares; 2025Q1: 51,654 shares; 2025Q2: 50,123 shares; 2025Q3: 41,330 shares; 2025Q4: 57,698 shares; 2026Q1: 56,985 shares; 2026Q2: 50,400 shares 50,400 $2.31M 0.84% -6,585 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,403 shares; 2024Q4: 12,031 shares; 2025Q1: 17,569 shares; 2025Q2: 18,407 shares; 2025Q3: 29,404 shares; 2025Q4: 36,149 shares; 2026Q1: 38,556 shares; 2026Q2: 41,899 shares 41,899 $2.09M 0.76% +3,343 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,214 shares; 2024Q4: 43,705 shares; 2025Q1: 42,596 shares; 2025Q2: 59,254 shares; 2025Q3: 58,021 shares; 2025Q4: 59,599 shares; 2026Q1: 61,193 shares; 2026Q2: 60,893 shares 60,893 $2.02M 0.74% -300 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,608 shares; 2024Q4: 66,946 shares; 2025Q1: 65,382 shares; 2025Q2: 56,170 shares; 2025Q3: 50,641 shares; 2025Q4: 51,506 shares; 2026Q1: 50,416 shares; 2026Q2: 58,807 shares 58,807 $2.02M 0.74% +8,391 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,411 shares; 2024Q4: 29,399 shares; 2025Q1: 26,943 shares; 2025Q2: 25,959 shares; 2025Q3: 19,738 shares; 2025Q4: 25,838 shares; 2026Q1: 21,922 shares; 2026Q2: 19,594 shares 19,594 $1.94M 0.71% -2,328 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,875 shares; 2024Q4: 32,906 shares; 2025Q1: 31,814 shares; 2025Q2: 41,989 shares; 2025Q3: 40,908 shares; 2025Q4: 41,984 shares; 2026Q1: 43,175 shares; 2026Q2: 43,286 shares 43,286 $1.79M 0.65% +111 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,270 shares; 2025Q2: 26,937 shares; 2025Q3: 21,127 shares; 2025Q4: 20,362 shares; 2026Q1: 24,104 shares; 2026Q2: 31,030 shares 31,030 $1.79M 0.65% +6,926 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,315 shares; 2024Q4: not reported; 2025Q1: 28,025 shares; 2025Q2: 27,978 shares; 2025Q3: 27,468 shares; 2025Q4: 21,367 shares; 2026Q1: 34,488 shares; 2026Q2: 33,166 shares 33,166 $1.75M 0.64% -1,322 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; 2024Q3: 21,803 shares; 2024Q4: 21,814 shares; 2025Q1: 30,121 shares; 2025Q2: 34,665 shares; 2025Q3: 28,188 shares; 2025Q4: 28,343 shares; 2026Q1: 31,313 shares; 2026Q2: 36,275 shares 36,275 $1.73M 0.63% +4,962 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,545 shares; 2025Q3: 34,582 shares; 2025Q4: 35,056 shares; 2026Q1: 38,426 shares; 2026Q2: 37,258 shares 37,258 $1.64M 0.6% -1,168 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,916 shares; 2024Q4: 28,378 shares; 2025Q1: 27,792 shares; 2025Q2: 20,781 shares; 2025Q3: 20,773 shares; 2025Q4: 42,067 shares; 2026Q1: 40,818 shares; 2026Q2: 35,603 shares 35,603 $1.58M 0.58% -5,215 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 916 shares; 2025Q3: 1,748 shares; 2025Q4: 2,766 shares; 2026Q1: 3,489 shares; 2026Q2: 4,267 shares 4,267 $1.58M 0.58% +778 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; 2024Q3: 21,679 shares; 2024Q4: 13,995 shares; 2025Q1: 13,000 shares; 2025Q2: 44,472 shares; 2025Q3: 32,573 shares; 2025Q4: 33,024 shares; 2026Q1: 33,073 shares; 2026Q2: 34,050 shares 34,050 $1.44M 0.52% +977 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,682 shares; 2024Q4: 16,253 shares; 2025Q1: 16,190 shares; 2025Q2: 16,363 shares; 2025Q3: 15,653 shares; 2025Q4: 15,623 shares; 2026Q1: 28,113 shares; 2026Q2: 29,614 shares 29,614 $1.31M 0.48% +1,501 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: 10,327 shares; 2024Q4: 10,130 shares; 2025Q1: 10,172 shares; 2025Q2: 11,014 shares; 2025Q3: 3,640 shares; 2025Q4: 4,771 shares; 2026Q1: 6,073 shares; 2026Q2: 6,467 shares 6,467 $1.29M 0.47% +394 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,913 shares; 2025Q3: 28,084 shares; 2025Q4: 28,461 shares; 2026Q1: 29,827 shares; 2026Q2: 29,910 shares 29,910 $1.29M 0.47% +83 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,429 shares; 2024Q4: 14,454 shares; 2025Q1: 24,809 shares; 2025Q2: 24,479 shares; 2025Q3: 18,197 shares; 2025Q4: 18,556 shares; 2026Q1: 26,008 shares; 2026Q2: 23,803 shares 23,803 $1.18M 0.43% -2,205 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,314 shares; 2024Q4: 1,302 shares; 2025Q1: 909 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 738 shares; 2026Q1: 807 shares; 2026Q2: 1,556 shares 1,556 $1.17M 0.43% +749 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,971 shares; 2024Q4: 36,332 shares; 2025Q1: 33,356 shares; 2025Q2: 32,548 shares; 2025Q3: 25,496 shares; 2025Q4: 27,499 shares; 2026Q1: 25,273 shares; 2026Q2: 22,804 shares 22,804 $1.15M 0.42% -2,469 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,859 shares; 2025Q1: 1,873 shares; 2025Q2: 1,842 shares; 2025Q3: 1,851 shares; 2025Q4: 1,785 shares; 2026Q1: 1,421 shares; 2026Q2: 1,227 shares 1,227 $1.15M 0.42% -194 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: not reported; 2025Q2: 1,851 shares; 2025Q3: 2,113 shares; 2025Q4: 2,608 shares; 2026Q1: 2,980 shares; 2026Q2: 3,134 shares 3,134 $1.12M 0.41% +154 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,702 shares; 2024Q4: 29,662 shares; 2025Q1: 29,297 shares; 2025Q2: 26,816 shares; 2025Q3: 31,713 shares; 2025Q4: 27,958 shares; 2026Q1: 25,051 shares; 2026Q2: 21,208 shares 21,208 $1.04M 0.38% -3,843 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 4,166 shares; 2025Q3: 4,166 shares; 2025Q4: 4,166 shares; 2026Q1: 4,166 shares; 2026Q2: 4,166 shares 4,166 $991K 0.36% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,564 shares; 2025Q1: 2,695 shares; 2025Q2: 2,928 shares; 2025Q3: 2,454 shares; 2025Q4: 2,700 shares; 2026Q1: 2,559 shares; 2026Q2: 2,640 shares 2,640 $985K 0.36% +81 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 997 shares; 2026Q1: 1,030 shares; 2026Q2: 8,240 shares 8,240 $985K 0.36% +7,210 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,806 shares; 2024Q4: 22,203 shares; 2025Q1: 22,757 shares; 2025Q2: 22,131 shares; 2025Q3: 19,394 shares; 2025Q4: 20,098 shares; 2026Q1: 19,658 shares; 2026Q2: 19,232 shares 19,232 $871K 0.32% -426 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,626 shares; 2025Q4: 22,665 shares; 2026Q1: 20,038 shares; 2026Q2: 21,570 shares 21,570 $847K 0.31% +1,532 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,166 shares; 2024Q4: 12,878 shares; 2025Q1: 17,637 shares; 2025Q2: 18,130 shares; 2025Q3: 23,936 shares; 2025Q4: 30,039 shares; 2026Q1: 29,563 shares; 2026Q2: 33,420 shares 33,420 $832K 0.3% +3,857 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,530 shares; 2025Q2: 9,487 shares; 2025Q3: not reported; 2025Q4: 4,263 shares; 2026Q1: 14,477 shares; 2026Q2: 14,037 shares 14,037 $826K 0.3% -440 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,507 shares 16,507 $782K 0.29% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,363 shares; 2026Q1: 38,058 shares; 2026Q2: 34,877 shares 34,877 $780K 0.28% -3,181 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: 2,029 shares; 2024Q4: 1,993 shares; 2025Q1: 1,907 shares; 2025Q2: 2,328 shares; 2025Q3: 2,624 shares; 2025Q4: 2,892 shares; 2026Q1: 2,734 shares; 2026Q2: 3,258 shares 3,258 $777K 0.28% +524 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,030 shares; 2024Q4: 10,930 shares; 2025Q1: 10,932 shares; 2025Q2: 8,185 shares; 2025Q3: 9,946 shares; 2025Q4: 9,726 shares; 2026Q1: 8,832 shares; 2026Q2: 8,833 shares 8,833 $776K 0.28% +1 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,267 shares; 2026Q1: 38,828 shares; 2026Q2: 35,591 shares 35,591 $771K 0.28% -3,237 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,136 shares; 2025Q4: 4,357 shares; 2026Q1: 4,347 shares; 2026Q2: 15,515 shares 15,515 $755K 0.28% +11,168 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,991 shares; 2024Q4: 26,621 shares; 2025Q1: 24,389 shares; 2025Q2: 23,539 shares; 2025Q3: 18,276 shares; 2025Q4: 20,854 shares; 2026Q1: 18,239 shares; 2026Q2: 16,272 shares 16,272 $740K 0.27% -1,967 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,877 shares; 2024Q4: 22,875 shares; 2025Q1: 23,585 shares; 2025Q2: 22,965 shares; 2025Q3: 20,144 shares; 2025Q4: 21,519 shares; 2026Q1: 21,046 shares; 2026Q2: 20,663 shares 20,663 $727K 0.27% -383 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: 854 shares; 2024Q4: 897 shares; 2025Q1: 912 shares; 2025Q2: 905 shares; 2025Q3: 960 shares; 2025Q4: 965 shares; 2026Q1: 955 shares; 2026Q2: 964 shares 964 $720K 0.26% +9 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,972 shares; 2024Q4: 6,398 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,078 shares; 2025Q4: 4,002 shares; 2026Q1: 14,095 shares; 2026Q2: 12,625 shares 12,625 $696K 0.25% -1,470 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,366 shares; 2025Q4: 17,418 shares; 2026Q1: 17,699 shares; 2026Q2: 17,699 shares 17,699 $695K 0.25% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,417 shares; 2024Q4: 5,234 shares; 2025Q1: 5,388 shares; 2025Q2: 4,871 shares; 2025Q3: 5,172 shares; 2025Q4: 6,643 shares; 2026Q1: 6,935 shares; 2026Q2: 9,701 shares 9,701 $691K 0.25% +2,766 Timeline BAMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,113 shares; 2024Q4: 23,098 shares; 2025Q1: 23,704 shares; 2025Q2: 23,236 shares; 2025Q3: 20,428 shares; 2025Q4: 22,030 shares; 2026Q1: 21,518 shares; 2026Q2: 21,163 shares 21,163 $689K 0.25% -355 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,833 shares; 2024Q4: 7,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,923 shares; 2025Q4: 20,154 shares; 2026Q1: 13,125 shares; 2026Q2: 13,066 shares 13,066 $689K 0.25% -59 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,642 shares; 2025Q1: not reported; 2025Q2: 4,642 shares; 2025Q3: 4,642 shares; 2025Q4: 4,642 shares; 2026Q1: 4,642 shares; 2026Q2: 13,843 shares 13,843 $682K 0.25% +9,201 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,586 shares; 2025Q4: 11,586 shares; 2026Q1: 11,585 shares; 2026Q2: 11,471 shares 11,471 $632K 0.23% -114 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,484 shares 12,484 $631K 0.23% new Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,773 shares; 2025Q2: 35,043 shares; 2025Q3: 26,876 shares; 2025Q4: 26,589 shares; 2026Q1: 24,303 shares; 2026Q2: 23,494 shares 23,494 $610K 0.22% -809 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,728 shares; 2024Q4: 1,721 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,705 shares; 2025Q4: 1,697 shares; 2026Q1: 1,690 shares; 2026Q2: 1,676 shares 1,676 $587K 0.21% -14 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,794 shares 5,794 $583K 0.21% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,502 shares; 2025Q1: 11,502 shares; 2025Q2: 11,502 shares; 2025Q3: 16,119 shares; 2025Q4: 20,773 shares; 2026Q1: 20,578 shares; 2026Q2: 20,314 shares 20,314 $561K 0.2% -264 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,219 shares; 2024Q4: 8,228 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,448 shares; 2025Q4: 17,743 shares; 2026Q1: 10,769 shares; 2026Q2: 10,459 shares 10,459 $561K 0.2% -310 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,393 shares 3,393 $555K 0.2% new Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,947 shares; 2024Q4: 4,779 shares; 2025Q1: 5,692 shares; 2025Q2: 13,156 shares; 2025Q3: 7,037 shares; 2025Q4: 6,866 shares; 2026Q1: 6,505 shares; 2026Q2: 10,368 shares 10,368 $552K 0.2% +3,863 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,306 shares; 2026Q1: 28,127 shares; 2026Q2: 24,939 shares 24,939 $552K 0.2% -3,188 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,208 shares; 2025Q1: 8,739 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,682 shares; 2026Q1: 18,726 shares; 2026Q2: 11,338 shares 11,338 $542K 0.2% -7,388 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,436 shares 1,436 $508K 0.19% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,483 shares; 2025Q1: 2,623 shares; 2025Q2: 2,253 shares; 2025Q3: 1,737 shares; 2025Q4: 1,870 shares; 2026Q1: 1,983 shares; 2026Q2: 2,003 shares 2,003 $504K 0.18% +20 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 735 shares; 2025Q3: 903 shares; 2025Q4: 958 shares; 2026Q1: 1,035 shares; 2026Q2: 1,329 shares 1,329 $502K 0.18% +294 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,708 shares; 2025Q4: 20,736 shares; 2026Q1: 21,185 shares; 2026Q2: 21,185 shares 21,185 $496K 0.18% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,589 shares 8,589 $495K 0.18% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,473 shares; 2025Q3: 8,473 shares; 2025Q4: 8,473 shares; 2026Q1: 8,473 shares; 2026Q2: 8,473 shares 8,473 $493K 0.18% 0 Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,494 shares 15,494 $491K 0.18% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,567 shares; 2024Q4: 5,310 shares; 2025Q1: 6,999 shares; 2025Q2: 6,281 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares; 2026Q1: 8,463 shares; 2026Q2: 8,041 shares 8,041 $490K 0.18% -422 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,662 shares; 2024Q4: 11,259 shares; 2025Q1: 11,259 shares; 2025Q2: 9,704 shares; 2025Q3: 11,736 shares; 2025Q4: 15,715 shares; 2026Q1: 14,985 shares; 2026Q2: 14,985 shares 14,985 $445K 0.16% 0 Timeline HEQQ 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: not reported; 2026Q2: 7,143 shares 7,143 $437K 0.16% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,429 shares 6,429 $434K 0.16% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,945 shares 2,945 $411K 0.15% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 7,968 shares; 2026Q1: 7,509 shares; 2026Q2: 7,509 shares 7,509 $409K 0.15% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 980 shares; 2025Q4: 1,071 shares; 2026Q1: 935 shares; 2026Q2: 564 shares 564 $408K 0.15% -371 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,815 shares; 2025Q4: 14,504 shares; 2026Q1: 14,457 shares; 2026Q2: 14,588 shares 14,588 $402K 0.15% +131 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,240 shares; 2026Q1: 6,355 shares; 2026Q2: 7,336 shares 7,336 $399K 0.15% +981 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,874 shares; 2025Q4: 26,036 shares; 2026Q1: 26,057 shares; 2026Q2: 23,257 shares 23,257 $369K 0.13% -2,800 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $369K 0.13% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,912 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,614 shares; 2026Q2: 8,081 shares 8,081 $366K 0.13% -533 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,450 shares; 2026Q2: 4,390 shares 4,390 $363K 0.13% +940 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,370 shares 3,370 $359K 0.13% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 344 shares; 2025Q1: 518 shares; 2025Q2: 457 shares; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: not reported; 2026Q2: 294 shares 294 $353K 0.13% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,405 shares; 2024Q4: 4,392 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,210 shares 6,210 $349K 0.13% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,832 shares; 2025Q4: 14,248 shares; 2026Q1: 14,248 shares; 2026Q2: 12,705 shares 12,705 $349K 0.13% -1,543 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,295 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,327 shares; 2026Q2: 2,327 shares 2,327 $345K 0.13% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 2,224 shares; 2025Q1: 2,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,333 shares; 2026Q1: 1,238 shares; 2026Q2: 1,353 shares 1,353 $344K 0.13% +115 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,125 shares 3,125 $336K 0.12% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,180 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,238 shares; 2026Q2: 4,238 shares 4,238 $327K 0.12% 0 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,774 shares; 2026Q2: 7,774 shares 7,774 $325K 0.12% 0 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares; 2025Q4: 8,284 shares; 2026Q1: 8,284 shares; 2026Q2: 12,155 shares 12,155 $321K 0.12% +3,871 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,478 shares; 2024Q4: 13,667 shares; 2025Q1: 13,388 shares; 2025Q2: 13,262 shares; 2025Q3: 10,666 shares; 2025Q4: 10,042 shares; 2026Q1: 9,530 shares; 2026Q2: 9,382 shares 9,382 $320K 0.12% -148 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; 2024Q3: 6,771 shares; 2024Q4: 10,702 shares; 2025Q1: 13,584 shares; 2025Q2: 7,634 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,847 shares; 2026Q2: 8,275 shares 8,275 $320K 0.12% -572 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,117 shares; 2025Q4: 4,687 shares; 2026Q1: 4,687 shares; 2026Q2: 5,875 shares 5,875 $319K 0.12% +1,188 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $319K 0.12% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 607 shares; 2025Q2: 724 shares; 2025Q3: 314 shares; 2025Q4: 458 shares; 2026Q1: 453 shares; 2026Q2: 555 shares 555 $313K 0.11% +102 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,974 shares; 2026Q2: 4,140 shares 4,140 $308K 0.11% +1,166 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $306K 0.11% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254 shares; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $302K 0.11% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 695 shares 695 $301K 0.11% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,043 shares; 2024Q4: 4,049 shares; 2025Q1: not reported; 2025Q2: 5,718 shares; 2025Q3: 5,623 shares; 2025Q4: 5,668 shares; 2026Q1: 7,590 shares; 2026Q2: 5,329 shares 5,329 $301K 0.11% -2,261 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,558 shares; 2026Q1: 10,130 shares; 2026Q2: 10,147 shares 10,147 $298K 0.11% +17 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 791 shares; 2026Q2: 805 shares 805 $297K 0.11% +14 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,432 shares; 2026Q1: 7,432 shares; 2026Q2: 7,432 shares 7,432 $296K 0.11% 0 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,319 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,074 shares 11,074 $295K 0.11% new Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,049 shares 14,049 $292K 0.11% new Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,963 shares; 2025Q1: 7,908 shares; 2025Q2: 7,889 shares; 2025Q3: 7,854 shares; 2025Q4: 7,837 shares; 2026Q1: 7,811 shares; 2026Q2: 7,781 shares 7,781 $290K 0.11% -30 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 2,863 shares; 2025Q4: 2,872 shares; 2026Q1: 2,271 shares; 2026Q2: 2,457 shares 2,457 $287K 0.1% +186 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,847 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,951 shares 3,951 $286K 0.1% new Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,684 shares; 2024Q4: 77,356 shares; 2025Q1: 74,325 shares; 2025Q2: 7,033 shares; 2025Q3: 6,967 shares; 2025Q4: 6,698 shares; 2026Q1: 6,698 shares; 2026Q2: 6,393 shares 6,393 $284K 0.1% -305 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 5,700 shares; 2025Q1: 5,577 shares; 2025Q2: 4,120 shares; 2025Q3: 5,138 shares; 2025Q4: 5,160 shares; 2026Q1: 4,620 shares; 2026Q2: 4,621 shares 4,621 $281K 0.1% +1 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 870 shares; 2025Q1: 938 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $278K 0.1% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,763 shares; 2025Q1: 4,479 shares; 2025Q2: 4,439 shares; 2025Q3: 4,413 shares; 2025Q4: 4,400 shares; 2026Q1: 4,351 shares; 2026Q2: 4,627 shares 4,627 $277K 0.1% +276 Timeline BAMA NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,705 shares; 2024Q4: 8,633 shares; 2025Q1: 8,839 shares; 2025Q2: 8,560 shares; 2025Q3: 7,287 shares; 2025Q4: 7,839 shares; 2026Q1: 7,630 shares; 2026Q2: 7,468 shares 7,468 $274K 0.1% -162 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,000 shares; 2025Q1: 1,001 shares; 2025Q2: 1,002 shares; 2025Q3: 504 shares; 2025Q4: 521 shares; 2026Q1: 380 shares; 2026Q2: 378 shares 378 $269K 0.1% -2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,554 shares; 2024Q4: 1,829 shares; 2025Q1: 1,698 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,257 shares 2,257 $265K 0.1% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,269 shares; 2024Q4: 1,390 shares; 2025Q1: 1,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 917 shares; 2026Q2: 971 shares 971 $264K 0.1% +54 Timeline BAMO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,705 shares; 2024Q4: 8,629 shares; 2025Q1: 8,831 shares; 2025Q2: 8,579 shares; 2025Q3: 7,301 shares; 2025Q4: 7,864 shares; 2026Q1: 7,655 shares; 2026Q2: 7,497 shares 7,497 $259K 0.09% -158 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,706 shares; 2026Q1: 5,008 shares; 2026Q2: 5,017 shares 5,017 $253K 0.09% +9 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,851 shares 5,851 $244K 0.09% new Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,602 shares; 2025Q3: 9,514 shares; 2025Q4: 9,447 shares; 2026Q1: 9,723 shares; 2026Q2: 9,723 shares 9,723 $244K 0.09% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,092 shares; 2025Q3: not reported; 2025Q4: 1,677 shares; 2026Q1: 1,563 shares; 2026Q2: 1,923 shares 1,923 $243K 0.09% +360 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,038 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,680 shares 5,680 $240K 0.09% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,310 shares 6,310 $240K 0.09% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,301 shares; 2024Q4: 10,027 shares; 2025Q1: 3,687 shares; 2025Q2: 3,775 shares; 2025Q3: 3,585 shares; 2025Q4: 3,658 shares; 2026Q1: 2,716 shares; 2026Q2: 2,484 shares 2,484 $240K 0.09% -232 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,379 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,214 shares 6,214 $239K 0.09% new Timeline BAMY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,856 shares; 2024Q4: 8,802 shares; 2025Q1: 10,020 shares; 2025Q2: 9,807 shares; 2025Q3: 8,397 shares; 2025Q4: 9,029 shares; 2026Q1: 8,813 shares; 2026Q2: 8,651 shares 8,651 $238K 0.09% -162 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 597 shares; 2026Q2: 656 shares 656 $238K 0.09% +59 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,488 shares; 2026Q1: 1,488 shares; 2026Q2: 1,488 shares 1,488 $236K 0.09% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares; 2026Q1: not reported; 2026Q2: 1,772 shares 1,772 $234K 0.09% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 524 shares; 2026Q1: 454 shares; 2026Q2: 217 shares 217 $231K 0.08% -237 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 4,588 shares; 2026Q2: 4,269 shares 4,269 $223K 0.08% -319 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769 $223K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,905 shares 3,905 $223K 0.08% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 1,559 shares; 2025Q1: 1,712 shares; 2025Q2: 1,712 shares; 2025Q3: 1,212 shares; 2025Q4: 1,182 shares; 2026Q1: 1,156 shares; 2026Q2: 1,006 shares 1,006 $222K 0.08% -150 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,615 shares; 2026Q1: 5,553 shares; 2026Q2: 5,553 shares 5,553 $219K 0.08% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: 2,693 shares; 2025Q3: 2,915 shares; 2025Q4: 2,889 shares; 2026Q1: 2,592 shares; 2026Q2: 1,580 shares 1,580 $216K 0.08% -1,012 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; 2024Q3: 6,761 shares; 2024Q4: 8,729 shares; 2025Q1: 7,186 shares; 2025Q2: 7,317 shares; 2025Q3: 7,291 shares; 2025Q4: 7,280 shares; 2026Q1: 7,256 shares; 2026Q2: 5,091 shares 5,091 $210K 0.08% -2,165 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 359 shares 359 $209K 0.08% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,065 shares 4,065 $205K 0.07% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,952 shares 3,952 $205K 0.07% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,051 shares 2,051 $202K 0.07% new Timeline