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: 628,775 shares; 2024Q4: 605,774 shares; 2025Q1: 834,875 shares; 2025Q2: 603,304 shares; 2025Q3: 599,397 shares; 2025Q4: 684,287 shares; 2026Q1: 521,158 shares; 2026Q2: 527,660 shares 527,660 $46.4M 2.98% +6,502 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,125 shares; 2024Q4: 29,162 shares; 2025Q1: 30,287 shares; 2025Q2: 30,323 shares; 2025Q3: 27,786 shares; 2025Q4: 33,985 shares; 2026Q1: 37,157 shares; 2026Q2: 36,300 shares 36,300 $41.9M 2.69% -857 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: 266,190 shares; 2024Q4: 262,317 shares; 2025Q1: 266,823 shares; 2025Q2: 234,575 shares; 2025Q3: 265,615 shares; 2025Q4: 268,270 shares; 2026Q1: 325,038 shares; 2026Q2: 318,096 shares 318,096 $37.9M 2.43% -6,942 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: 69,217 shares; 2024Q4: 56,688 shares; 2025Q1: 53,040 shares; 2025Q2: 57,910 shares; 2025Q3: 57,748 shares; 2025Q4: 55,808 shares; 2026Q1: 53,682 shares; 2026Q2: 50,170 shares 50,170 $37.6M 2.42% -3,512 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,655 shares; 2024Q4: 872,180 shares; 2025Q1: 1,216,728 shares; 2025Q2: 1,097,517 shares; 2025Q3: 1,193,784 shares; 2025Q4: 986,054 shares; 2026Q1: 950,229 shares; 2026Q2: 1,059,916 shares 1,059,916 $27M 1.74% +109,687 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,053 shares; 2024Q4: 13,906 shares; 2025Q1: 165,863 shares; 2025Q2: 320,943 shares; 2025Q3: 266,619 shares; 2025Q4: 316,469 shares; 2026Q1: 252,096 shares; 2026Q2: 260,004 shares 260,004 $27M 1.74% +7,908 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: not reported; 2024Q4: not reported; 2025Q1: 10,464 shares; 2025Q2: 588,185 shares; 2025Q3: 561,243 shares; 2025Q4: 605,866 shares; 2026Q1: 613,106 shares; 2026Q2: 669,133 shares 669,133 $22.9M 1.47% +56,027 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: 65,633 shares; 2024Q4: 36,002 shares; 2025Q1: 44,870 shares; 2025Q2: 55,847 shares; 2025Q3: 50,180 shares; 2025Q4: 49,031 shares; 2026Q1: 41,106 shares; 2026Q2: 30,919 shares 30,919 $22.8M 1.46% -10,187 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: 106,255 shares; 2024Q4: 112,042 shares; 2025Q1: 122,900 shares; 2025Q2: 114,811 shares; 2025Q3: 115,692 shares; 2025Q4: 112,608 shares; 2026Q1: 117,012 shares; 2026Q2: 111,968 shares 111,968 $22.4M 1.44% -5,044 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,698 shares; 2025Q2: 77,501 shares; 2025Q3: 128,785 shares; 2025Q4: 160,312 shares; 2026Q1: 141,955 shares; 2026Q2: 263,071 shares 263,071 $21.7M 1.39% +121,116 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: 46,831 shares; 2024Q4: 59,332 shares; 2025Q1: 63,529 shares; 2025Q2: 68,391 shares; 2025Q3: 71,461 shares; 2025Q4: 70,151 shares; 2026Q1: 70,401 shares; 2026Q2: 74,607 shares 74,607 $21.6M 1.39% +4,206 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: 197,420 shares; 2024Q4: 224,224 shares; 2025Q1: 216,162 shares; 2025Q2: 338,386 shares; 2025Q3: 348,005 shares; 2025Q4: 307,571 shares; 2026Q1: 328,746 shares; 2026Q2: 315,733 shares 315,733 $19.2M 1.23% -13,013 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: 17,300 shares; 2024Q4: 19,027 shares; 2025Q1: 18,220 shares; 2025Q2: 41,811 shares; 2025Q3: 49,604 shares; 2025Q4: 48,071 shares; 2026Q1: 53,033 shares; 2026Q2: 78,791 shares 78,791 $17.2M 1.1% +25,758 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,820 shares; 2026Q1: 772,932 shares; 2026Q2: 335,303 shares 335,303 $16.9M 1.09% -437,629 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: 44,399 shares; 2024Q4: 44,251 shares; 2025Q1: 45,610 shares; 2025Q2: 54,166 shares; 2025Q3: 59,026 shares; 2025Q4: 62,889 shares; 2026Q1: 62,594 shares; 2026Q2: 68,288 shares 68,288 $16.3M 1.05% +5,694 Timeline SCHM 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: 106,972 shares; 2024Q4: 322,319 shares; 2025Q1: 277,248 shares; 2025Q2: 374,178 shares; 2025Q3: 438,306 shares; 2025Q4: 367,646 shares; 2026Q1: 430,017 shares; 2026Q2: 431,877 shares 431,877 $15.9M 1.02% +1,860 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: 248,719 shares; 2024Q4: 277,779 shares; 2025Q1: 194,589 shares; 2025Q2: 123,211 shares; 2025Q3: 140,391 shares; 2025Q4: 293,949 shares; 2026Q1: 316,302 shares; 2026Q2: 313,206 shares 313,206 $15.6M 1% -3,096 Timeline AVIV 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: not reported; 2026Q2: 196,767 shares 196,767 $15.2M 0.98% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,828 shares; 2024Q4: 71,934 shares; 2025Q1: 75,391 shares; 2025Q2: 80,248 shares; 2025Q3: 75,641 shares; 2025Q4: 99,195 shares; 2026Q1: 93,008 shares; 2026Q2: 93,671 shares 93,671 $15.1M 0.97% +663 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,124 shares; 2024Q4: 4,219 shares; 2025Q1: 2,414 shares; 2025Q2: 2,518 shares; 2025Q3: 2,695 shares; 2025Q4: 2,893 shares; 2026Q1: 11,044 shares; 2026Q2: 22,806 shares 22,806 $15M 0.96% +11,762 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,535 shares; 2024Q4: 456,672 shares; 2025Q1: 575,478 shares; 2025Q2: 434,605 shares; 2025Q3: 414,158 shares; 2025Q4: 393,318 shares; 2026Q1: 466,217 shares; 2026Q2: 647,842 shares 647,842 $14.8M 0.95% +181,625 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,008 shares; 2025Q3: 22,990 shares; 2025Q4: 29,193 shares; 2026Q1: 37,431 shares; 2026Q2: 63,992 shares 63,992 $14.6M 0.94% +26,561 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 39,240 shares; 2025Q4: 171,265 shares; 2026Q1: 243,010 shares; 2026Q2: 192,880 shares 192,880 $14.6M 0.94% -50,130 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 18,020 shares; 2025Q4: 21,396 shares; 2026Q1: 24,202 shares; 2026Q2: 39,804 shares 39,804 $14.3M 0.92% +15,602 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: 27,473 shares; 2024Q4: 28,316 shares; 2025Q1: 29,546 shares; 2025Q2: 29,672 shares; 2025Q3: 30,838 shares; 2025Q4: 30,741 shares; 2026Q1: 35,329 shares; 2026Q2: 37,829 shares 37,829 $14.1M 0.91% +2,500 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88,898 shares 88,898 $14M 0.9% new Timeline SGVT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,843 shares; 2026Q2: 135,911 shares 135,911 $13.7M 0.88% +57,068 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,844 shares; 2024Q4: 202,528 shares; 2025Q1: 186,036 shares; 2025Q2: 460,553 shares; 2025Q3: 444,941 shares; 2025Q4: 399,405 shares; 2026Q1: 252,973 shares; 2026Q2: 194,950 shares 194,950 $13.3M 0.86% -58,023 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: 28,828 shares; 2024Q4: 75,893 shares; 2025Q1: 31,440 shares; 2025Q2: 29,718 shares; 2025Q3: 31,250 shares; 2025Q4: 36,675 shares; 2026Q1: 65,726 shares; 2026Q2: 42,739 shares 42,739 $12.8M 0.83% -22,987 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: 78,621 shares; 2026Q2: 594,358 shares 594,358 $12.4M 0.79% +515,737 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,014 shares; 2024Q4: 115,209 shares; 2025Q1: 131,932 shares; 2025Q2: 146,160 shares; 2025Q3: 159,260 shares; 2025Q4: 171,937 shares; 2026Q1: 230,770 shares; 2026Q2: 246,953 shares 246,953 $11.7M 0.75% +16,183 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,837 shares; 2024Q4: 25,656 shares; 2025Q1: 29,843 shares; 2025Q2: 47,918 shares; 2025Q3: 64,655 shares; 2025Q4: 100,576 shares; 2026Q1: 160,114 shares; 2026Q2: 177,716 shares 177,716 $10.6M 0.68% +17,602 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: 12,134 shares; 2024Q4: 12,371 shares; 2025Q1: 13,440 shares; 2025Q2: 17,085 shares; 2025Q3: 19,778 shares; 2025Q4: 20,398 shares; 2026Q1: 21,257 shares; 2026Q2: 24,025 shares 24,025 $10.1M 0.65% +2,768 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,031 shares; 2025Q2: 17,488 shares; 2025Q3: 76,412 shares; 2025Q4: 90,106 shares; 2026Q1: 86,432 shares; 2026Q2: 96,851 shares 96,851 $9.89M 0.64% +10,419 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,080 shares; 2024Q4: 7,583 shares; 2025Q1: 7,443 shares; 2025Q2: 10,204 shares; 2025Q3: 12,260 shares; 2025Q4: 15,157 shares; 2026Q1: 13,157 shares; 2026Q2: 14,306 shares 14,306 $9.83M 0.63% +1,149 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,395 shares; 2024Q4: 162,390 shares; 2025Q1: 155,882 shares; 2025Q2: 184,874 shares; 2025Q3: 212,200 shares; 2025Q4: 193,511 shares; 2026Q1: 248,960 shares; 2026Q2: 304,155 shares 304,155 $9.69M 0.62% +55,195 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,422 shares; 2024Q4: 76,555 shares; 2025Q1: 95,089 shares; 2025Q2: 97,927 shares; 2025Q3: 69,811 shares; 2025Q4: 82,357 shares; 2026Q1: 80,462 shares; 2026Q2: 94,120 shares 94,120 $9.48M 0.61% +13,658 Timeline ACYS 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: 459,791 shares 459,791 $9.44M 0.61% new 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: 31,878 shares; 2024Q4: 33,696 shares; 2025Q1: 32,937 shares; 2025Q2: 30,268 shares; 2025Q3: 30,335 shares; 2025Q4: 31,778 shares; 2026Q1: 36,628 shares; 2026Q2: 37,525 shares 37,525 $8.88M 0.57% +897 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,195 shares; 2024Q4: 195,711 shares; 2025Q1: 211,275 shares; 2025Q2: 187,181 shares; 2025Q3: 207,183 shares; 2025Q4: 217,909 shares; 2026Q1: 218,522 shares; 2026Q2: 213,297 shares 213,297 $8.67M 0.56% -5,225 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,961 shares; 2024Q4: 12,993 shares; 2025Q1: 13,707 shares; 2025Q2: 88,640 shares; 2025Q3: 112,268 shares; 2025Q4: 116,192 shares; 2026Q1: 106,926 shares; 2026Q2: 113,506 shares 113,506 $8.57M 0.55% +6,580 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,382 shares; 2024Q4: 18,105 shares; 2025Q1: 22,073 shares; 2025Q2: 24,043 shares; 2025Q3: 32,748 shares; 2025Q4: 37,795 shares; 2026Q1: 77,035 shares; 2026Q2: 62,725 shares 62,725 $8.36M 0.54% -14,310 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,905 shares; 2024Q4: 131,080 shares; 2025Q1: 155,066 shares; 2025Q2: 165,377 shares; 2025Q3: 207,494 shares; 2025Q4: 211,871 shares; 2026Q1: 152,584 shares; 2026Q2: 179,524 shares 179,524 $8.03M 0.52% +26,940 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: 5,441 shares; 2024Q4: 3,486 shares; 2025Q1: 2,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,462 shares; 2026Q2: 80,957 shares 80,957 $7.82M 0.5% +31,495 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,304 shares; 2024Q4: 175,992 shares; 2025Q1: 178,878 shares; 2025Q2: 134,329 shares; 2025Q3: 130,559 shares; 2025Q4: 120,682 shares; 2026Q1: 118,848 shares; 2026Q2: 123,795 shares 123,795 $7.7M 0.5% +4,947 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: 18,062 shares; 2024Q4: 19,459 shares; 2025Q1: 22,314 shares; 2025Q2: 16,077 shares; 2025Q3: 16,414 shares; 2025Q4: 16,889 shares; 2026Q1: 20,813 shares; 2026Q2: 21,403 shares 21,403 $7.65M 0.49% +590 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: 12,893 shares; 2024Q4: 13,813 shares; 2025Q1: 11,698 shares; 2025Q2: 13,889 shares; 2025Q3: 16,515 shares; 2025Q4: 10,444 shares; 2026Q1: 10,831 shares; 2026Q2: 10,202 shares 10,202 $7.62M 0.49% -629 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,017 shares; 2024Q4: 2,988 shares; 2025Q1: 3,405 shares; 2025Q2: 3,319 shares; 2025Q3: 3,079 shares; 2025Q4: 3,328 shares; 2026Q1: 10,695 shares; 2026Q2: 9,945 shares 9,945 $7.59M 0.49% -750 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,568 shares; 2024Q4: 5,927 shares; 2025Q1: 8,367 shares; 2025Q2: 10,252 shares; 2025Q3: 11,316 shares; 2025Q4: 12,919 shares; 2026Q1: 19,577 shares; 2026Q2: 39,489 shares 39,489 $7.57M 0.49% +19,912 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,580 shares; 2024Q4: 47,478 shares; 2025Q1: 50,173 shares; 2025Q2: 55,733 shares; 2025Q3: 59,738 shares; 2025Q4: 65,598 shares; 2026Q1: 104,316 shares; 2026Q2: 120,334 shares 120,334 $7.47M 0.48% +16,018 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: 3,633 shares; 2024Q4: 3,833 shares; 2025Q1: 4,616 shares; 2025Q2: 6,394 shares; 2025Q3: 7,626 shares; 2025Q4: 8,944 shares; 2026Q1: 10,191 shares; 2026Q2: 13,069 shares 13,069 $7.36M 0.47% +2,878 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,146 shares; 2024Q4: 98,111 shares; 2025Q1: 111,232 shares; 2025Q2: 118,786 shares; 2025Q3: 120,459 shares; 2025Q4: 128,681 shares; 2026Q1: 157,577 shares; 2026Q2: 165,195 shares 165,195 $7.35M 0.47% +7,618 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,190 shares; 2025Q3: 116,006 shares; 2025Q4: 142,242 shares; 2026Q1: 138,611 shares; 2026Q2: 143,368 shares 143,368 $7.15M 0.46% +4,757 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: 26,333 shares; 2024Q4: 26,706 shares; 2025Q1: 58,194 shares; 2025Q2: 61,174 shares; 2025Q3: 77,844 shares; 2025Q4: 80,938 shares; 2026Q1: 86,777 shares; 2026Q2: 95,467 shares 95,467 $6.8M 0.44% +8,690 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,622 shares; 2024Q4: 86,540 shares; 2025Q1: 100,496 shares; 2025Q2: 103,312 shares; 2025Q3: 107,230 shares; 2025Q4: 110,827 shares; 2026Q1: 132,614 shares; 2026Q2: 135,211 shares 135,211 $6.66M 0.43% +2,597 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,004 shares; 2024Q4: 71,709 shares; 2025Q1: 84,483 shares; 2025Q2: 89,959 shares; 2025Q3: 95,880 shares; 2025Q4: 104,846 shares; 2026Q1: 163,630 shares; 2026Q2: 173,854 shares 173,854 $6.6M 0.42% +10,224 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: 5,210 shares; 2024Q4: 5,194 shares; 2025Q1: 5,737 shares; 2025Q2: 5,907 shares; 2025Q3: 6,685 shares; 2025Q4: 6,909 shares; 2026Q1: 7,187 shares; 2026Q2: 7,044 shares 7,044 $6.59M 0.42% -143 Timeline RSEE COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,628 shares; 2024Q4: 304,301 shares; 2025Q1: 338,270 shares; 2025Q2: 250,162 shares; 2025Q3: 200,979 shares; 2025Q4: 197,314 shares; 2026Q1: 195,675 shares; 2026Q2: 166,376 shares 166,376 $6.58M 0.42% -29,299 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: 31,990 shares; 2024Q4: 34,866 shares; 2025Q1: 37,578 shares; 2025Q2: 39,587 shares; 2025Q3: 42,197 shares; 2025Q4: 46,853 shares; 2026Q1: 65,585 shares; 2026Q2: 68,132 shares 68,132 $6.51M 0.42% +2,547 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: 11,350 shares; 2024Q4: 11,544 shares; 2025Q1: 12,554 shares; 2025Q2: 12,979 shares; 2025Q3: 13,126 shares; 2025Q4: 15,971 shares; 2026Q1: 17,631 shares; 2026Q2: 16,906 shares 16,906 $6.26M 0.4% -725 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: 14,697 shares; 2024Q4: 13,099 shares; 2025Q1: 15,391 shares; 2025Q2: 15,691 shares; 2025Q3: 15,634 shares; 2025Q4: 15,554 shares; 2026Q1: 18,478 shares; 2026Q2: 18,760 shares 18,760 $6.14M 0.39% +282 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,817 shares; 2024Q4: 35,233 shares; 2025Q1: 38,732 shares; 2025Q2: 27,690 shares; 2025Q3: 36,035 shares; 2025Q4: 33,059 shares; 2026Q1: 34,725 shares; 2026Q2: 63,075 shares 63,075 $6.08M 0.39% +28,350 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,860 shares; 2024Q4: 10,308 shares; 2025Q1: 12,912 shares; 2025Q2: 13,464 shares; 2025Q3: 18,730 shares; 2025Q4: 28,070 shares; 2026Q1: 33,528 shares; 2026Q2: 98,737 shares 98,737 $6.07M 0.39% +65,209 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,359 shares; 2024Q4: 4,651 shares; 2025Q1: 9,598 shares; 2025Q2: 8,381 shares; 2025Q3: 10,102 shares; 2025Q4: 15,365 shares; 2026Q1: 7,865 shares; 2026Q2: 71,734 shares 71,734 $5.78M 0.37% +63,869 Timeline TOPT 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: 17,440 shares; 2025Q1: 20,015 shares; 2025Q2: 63,951 shares; 2025Q3: 63,168 shares; 2025Q4: 107,486 shares; 2026Q1: 103,920 shares; 2026Q2: 174,117 shares 174,117 $5.73M 0.37% +70,197 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,627 shares; 2024Q4: 281,842 shares; 2025Q1: 362,022 shares; 2025Q2: 127,678 shares; 2025Q3: 105,617 shares; 2025Q4: 109,758 shares; 2026Q1: 90,740 shares; 2026Q2: 41,589 shares 41,589 $5.72M 0.37% -49,151 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,939 shares; 2024Q4: 174,286 shares; 2025Q1: 159,875 shares; 2025Q2: 149,603 shares; 2025Q3: 137,513 shares; 2025Q4: 120,885 shares; 2026Q1: 124,330 shares; 2026Q2: 118,118 shares 118,118 $5.69M 0.37% -6,212 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,753 shares; 2024Q4: 77,478 shares; 2025Q1: 91,375 shares; 2025Q2: 75,812 shares; 2025Q3: 80,058 shares; 2025Q4: 80,533 shares; 2026Q1: 110,028 shares; 2026Q2: 119,621 shares 119,621 $5.52M 0.36% +9,593 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: 21,702 shares; 2024Q4: 14,034 shares; 2025Q1: 16,663 shares; 2025Q2: 21,761 shares; 2025Q3: 31,713 shares; 2025Q4: 32,672 shares; 2026Q1: 34,865 shares; 2026Q2: 36,914 shares 36,914 $5.47M 0.35% +2,049 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares; 2026Q2: 17,474 shares 17,474 $5.29M 0.34% +15,503 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,720 shares 105,720 $5.26M 0.34% new 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: 8,171 shares; 2024Q4: 8,934 shares; 2025Q1: 16,277 shares; 2025Q2: 13,817 shares; 2025Q3: 9,601 shares; 2025Q4: 9,271 shares; 2026Q1: 9,971 shares; 2026Q2: 9,026 shares 9,026 $5.24M 0.34% -945 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,606 shares; 2024Q4: 87,903 shares; 2025Q1: 93,102 shares; 2025Q2: 91,084 shares; 2025Q3: 79,393 shares; 2025Q4: 76,228 shares; 2026Q1: 79,180 shares; 2026Q2: 57,701 shares 57,701 $5.2M 0.33% -21,479 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: 3,473 shares; 2024Q4: 4,798 shares; 2025Q1: 4,895 shares; 2025Q2: 4,644 shares; 2025Q3: 4,467 shares; 2025Q4: 4,545 shares; 2026Q1: 4,694 shares; 2026Q2: 4,281 shares 4,281 $5.14M 0.33% -413 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,396 shares; 2025Q3: 10,574 shares; 2025Q4: 11,998 shares; 2026Q1: 21,601 shares; 2026Q2: 30,112 shares 30,112 $5.12M 0.33% +8,511 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,851 shares; 2024Q4: 44,764 shares; 2025Q1: 44,668 shares; 2025Q2: 50,974 shares; 2025Q3: 53,710 shares; 2025Q4: 54,120 shares; 2026Q1: 63,242 shares; 2026Q2: 71,014 shares 71,014 $4.83M 0.31% +7,772 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,458 shares; 2024Q4: 10,494 shares; 2025Q1: 11,500 shares; 2025Q2: 11,403 shares; 2025Q3: 11,380 shares; 2025Q4: 11,697 shares; 2026Q1: 13,773 shares; 2026Q2: 13,625 shares 13,625 $4.67M 0.3% -148 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,571 shares; 2024Q4: 14,900 shares; 2025Q1: 18,966 shares; 2025Q2: 19,398 shares; 2025Q3: 28,351 shares; 2025Q4: 24,594 shares; 2026Q1: 22,703 shares; 2026Q2: 56,807 shares 56,807 $4.54M 0.29% +34,104 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: 6,860 shares; 2024Q4: 7,698 shares; 2025Q1: 8,558 shares; 2025Q2: 8,366 shares; 2025Q3: 9,089 shares; 2025Q4: 10,064 shares; 2026Q1: 11,517 shares; 2026Q2: 11,877 shares 11,877 $4.49M 0.29% +360 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: 7,221 shares; 2024Q4: 7,767 shares; 2025Q1: 14,383 shares; 2025Q2: 88,111 shares; 2025Q3: 94,492 shares; 2025Q4: 105,425 shares; 2026Q1: 83,287 shares; 2026Q2: 53,936 shares 53,936 $4.47M 0.29% -29,351 Timeline AVDE 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: 4,269 shares; 2025Q2: 13,566 shares; 2025Q3: 38,480 shares; 2025Q4: 40,564 shares; 2026Q1: 44,084 shares; 2026Q2: 49,259 shares 49,259 $4.39M 0.28% +5,175 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,474 shares; 2024Q4: 97,661 shares; 2025Q1: 227,933 shares; 2025Q2: 63,014 shares; 2025Q3: 107,123 shares; 2025Q4: 55,999 shares; 2026Q1: 67,686 shares; 2026Q2: 47,505 shares 47,505 $4.35M 0.28% -20,181 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: 1,963 shares; 2024Q4: 2,259 shares; 2025Q1: 2,359 shares; 2025Q2: 3,515 shares; 2025Q3: 4,033 shares; 2025Q4: 4,318 shares; 2026Q1: 8,429 shares; 2026Q2: 11,515 shares 11,515 $4.3M 0.28% +3,086 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,405 shares; 2025Q3: 41,092 shares; 2025Q4: 41,435 shares; 2026Q1: 78,588 shares; 2026Q2: 107,051 shares 107,051 $4.27M 0.27% +28,463 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: 7,468 shares; 2024Q4: 7,841 shares; 2025Q1: 7,049 shares; 2025Q2: 7,098 shares; 2025Q3: 7,129 shares; 2025Q4: 7,535 shares; 2026Q1: 7,993 shares; 2026Q2: 49,156 shares 49,156 $4.23M 0.27% +41,163 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: 70,441 shares; 2024Q4: 83,053 shares; 2025Q1: 96,381 shares; 2025Q2: 97,882 shares; 2025Q3: 96,631 shares; 2025Q4: 68,512 shares; 2026Q1: 78,175 shares; 2026Q2: 83,639 shares 83,639 $4.23M 0.27% +5,464 Timeline SPTL 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: 19,291 shares; 2024Q4: 11,910 shares; 2025Q1: 27,242 shares; 2025Q2: 13,193 shares; 2025Q3: 11,793 shares; 2025Q4: 24,244 shares; 2026Q1: 22,194 shares; 2026Q2: 160,923 shares 160,923 $4.22M 0.27% +138,729 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: 16,891 shares; 2024Q4: 15,409 shares; 2025Q1: 17,548 shares; 2025Q2: 17,993 shares; 2025Q3: 15,224 shares; 2025Q4: 12,762 shares; 2026Q1: 11,241 shares; 2026Q2: 11,906 shares 11,906 $4.21M 0.27% +665 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,170 shares; 2024Q4: 35,918 shares; 2025Q1: 30,640 shares; 2025Q2: 32,253 shares; 2025Q3: 33,270 shares; 2025Q4: 35,228 shares; 2026Q1: 47,684 shares; 2026Q2: 44,458 shares 44,458 $4.18M 0.27% -3,226 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,037 shares; 2025Q2: 5,583 shares; 2025Q3: not reported; 2025Q4: 68,866 shares; 2026Q1: 68,790 shares; 2026Q2: 69,460 shares 69,460 $4.15M 0.27% +670 Timeline RBUF 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: 83,127 shares; 2026Q2: 131,292 shares 131,292 $4.08M 0.26% +48,165 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,878 shares; 2024Q4: 82,826 shares; 2025Q1: 10,313 shares; 2025Q2: 11,924 shares; 2025Q3: 12,036 shares; 2025Q4: 12,798 shares; 2026Q1: 15,455 shares; 2026Q2: 17,824 shares 17,824 $4.05M 0.26% +2,369 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,055 shares; 2024Q4: 13,070 shares; 2025Q1: 14,581 shares; 2025Q2: 18,246 shares; 2025Q3: 19,424 shares; 2025Q4: 19,105 shares; 2026Q1: 19,653 shares; 2026Q2: 18,385 shares 18,385 $4.03M 0.26% -1,268 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: 147,444 shares; 2025Q2: 163,460 shares; 2025Q3: 127,377 shares; 2025Q4: 105,019 shares; 2026Q1: 96,449 shares; 2026Q2: 89,248 shares 89,248 $3.93M 0.25% -7,201 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: 18,938 shares; 2024Q4: 18,165 shares; 2025Q1: 16,444 shares; 2025Q2: 16,806 shares; 2025Q3: 13,640 shares; 2025Q4: 7,494 shares; 2026Q1: 7,542 shares; 2026Q2: 24,721 shares 24,721 $3.92M 0.25% +17,179 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,728 shares; 2025Q3: 71,143 shares; 2025Q4: 73,490 shares; 2026Q1: 77,302 shares; 2026Q2: 81,998 shares 81,998 $3.86M 0.25% +4,696 Timeline QLTA 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: 74,944 shares; 2025Q4: 66,015 shares; 2026Q1: 79,449 shares; 2026Q2: 80,355 shares 80,355 $3.82M 0.25% +906 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,473 shares; 2025Q2: 106,613 shares; 2025Q3: 77,737 shares; 2025Q4: 69,085 shares; 2026Q1: 69,177 shares; 2026Q2: 67,979 shares 67,979 $3.81M 0.24% -1,198 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 30,836 shares; 2026Q1: 22,797 shares; 2026Q2: 31,930 shares 31,930 $3.8M 0.24% +9,133 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,533 shares; 2025Q1: 14,223 shares; 2025Q2: 82,782 shares; 2025Q3: 114,202 shares; 2025Q4: 148,540 shares; 2026Q1: 242,221 shares; 2026Q2: 337,162 shares 337,162 $3.8M 0.24% +94,941 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: 32,159 shares; 2025Q4: 53,147 shares; 2026Q1: 7,816 shares; 2026Q2: 74,405 shares 74,405 $3.75M 0.24% +66,589 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,337 shares; 2024Q4: 23,151 shares; 2025Q1: 27,817 shares; 2025Q2: 19,711 shares; 2025Q3: 19,488 shares; 2025Q4: 17,931 shares; 2026Q1: 18,306 shares; 2026Q2: 17,617 shares 17,617 $3.75M 0.24% -689 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,653 shares; 2024Q4: 182,389 shares; 2025Q1: 185,015 shares; 2025Q2: 191,504 shares; 2025Q3: 190,769 shares; 2025Q4: 193,377 shares; 2026Q1: 206,323 shares; 2026Q2: 199,404 shares 199,404 $3.69M 0.24% -6,919 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,465 shares; 2024Q4: 331,621 shares; 2025Q1: 334,813 shares; 2025Q2: 125,998 shares; 2025Q3: 121,958 shares; 2025Q4: 124,028 shares; 2026Q1: 128,738 shares; 2026Q2: 140,430 shares 140,430 $3.64M 0.23% +11,692 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,917 shares; 2025Q4: 68,283 shares; 2026Q1: not reported; 2026Q2: 90,235 shares 90,235 $3.63M 0.23% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,770 shares; 2025Q2: 18,938 shares; 2025Q3: 18,919 shares; 2025Q4: 26,742 shares; 2026Q1: 27,713 shares; 2026Q2: 26,533 shares 26,533 $3.57M 0.23% -1,180 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; 2024Q3: 18,054 shares; 2024Q4: 21,811 shares; 2025Q1: 21,544 shares; 2025Q2: 21,565 shares; 2025Q3: 21,232 shares; 2025Q4: 20,500 shares; 2026Q1: 23,116 shares; 2026Q2: 22,197 shares 22,197 $3.54M 0.23% -919 Timeline KRE 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: 4,209 shares; 2024Q4: 4,041 shares; 2025Q1: 3,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,309 shares 47,309 $3.54M 0.23% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 1,016 shares; 2025Q4: 1,244 shares; 2026Q1: 2,586 shares; 2026Q2: 2,984 shares 2,984 $3.51M 0.23% +398 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: 10,083 shares; 2024Q4: 12,020 shares; 2025Q1: 15,287 shares; 2025Q2: 15,836 shares; 2025Q3: 28,889 shares; 2025Q4: 35,740 shares; 2026Q1: 14,523 shares; 2026Q2: 9,473 shares 9,473 $3.49M 0.22% -5,050 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: 5,484 shares; 2024Q4: 5,534 shares; 2025Q1: 9,197 shares; 2025Q2: 16,782 shares; 2025Q3: 35,655 shares; 2025Q4: 37,177 shares; 2026Q1: 41,284 shares; 2026Q2: 44,901 shares 44,901 $3.46M 0.22% +3,617 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: not reported; 2025Q1: 9,278 shares; 2025Q2: 41,701 shares; 2025Q3: 69,582 shares; 2025Q4: 76,739 shares; 2026Q1: 82,953 shares; 2026Q2: 99,984 shares 99,984 $3.38M 0.22% +17,031 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,674 shares; 2024Q4: 6,580 shares; 2025Q1: 9,062 shares; 2025Q2: 85,200 shares; 2025Q3: 86,105 shares; 2025Q4: 82,985 shares; 2026Q1: 86,088 shares; 2026Q2: 66,761 shares 66,761 $3.38M 0.22% -19,327 Timeline IGPT 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: 13,414 shares; 2024Q4: 14,661 shares; 2025Q1: 16,489 shares; 2025Q2: 18,086 shares; 2025Q3: 20,866 shares; 2025Q4: 21,774 shares; 2026Q1: 30,744 shares; 2026Q2: 32,398 shares 32,398 $3.37M 0.22% +1,654 Timeline MGC 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: 12,542 shares; 2024Q4: 10,563 shares; 2025Q1: 11,276 shares; 2025Q2: 11,402 shares; 2025Q3: 15,548 shares; 2025Q4: 19,256 shares; 2026Q1: 5,355 shares; 2026Q2: 11,946 shares 11,946 $3.27M 0.21% +6,591 Timeline FMAR 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: 17,456 shares; 2024Q4: 16,374 shares; 2025Q1: 12,627 shares; 2025Q2: 84,496 shares; 2025Q3: 74,302 shares; 2025Q4: 67,292 shares; 2026Q1: 63,366 shares; 2026Q2: 61,231 shares 61,231 $3.2M 0.21% -2,135 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,371 shares; 2024Q4: 54,090 shares; 2025Q1: 59,027 shares; 2025Q2: 65,247 shares; 2025Q3: 69,723 shares; 2025Q4: 64,267 shares; 2026Q1: 52,257 shares; 2026Q2: 48,655 shares 48,655 $3.19M 0.21% -3,602 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,933 shares; 2024Q4: 5,619 shares; 2025Q1: 4,231 shares; 2025Q2: 6,144 shares; 2025Q3: 3,957 shares; 2025Q4: 4,401 shares; 2026Q1: 4,487 shares; 2026Q2: 4,294 shares 4,294 $3.1M 0.2% -193 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,711 shares; 2024Q4: 35,571 shares; 2025Q1: 30,707 shares; 2025Q2: 32,011 shares; 2025Q3: 37,049 shares; 2025Q4: 37,374 shares; 2026Q1: 41,148 shares; 2026Q2: 40,525 shares 40,525 $3.1M 0.2% -623 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: 35,566 shares; 2024Q4: 27,095 shares; 2025Q1: 27,432 shares; 2025Q2: 26,238 shares; 2025Q3: 17,533 shares; 2025Q4: 19,588 shares; 2026Q1: 18,592 shares; 2026Q2: 22,191 shares 22,191 $3.1M 0.2% +3,599 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: 23,850 shares; 2024Q4: 23,831 shares; 2025Q1: 23,588 shares; 2025Q2: 23,447 shares; 2025Q3: 23,416 shares; 2025Q4: 23,462 shares; 2026Q1: 26,308 shares; 2026Q2: 34,434 shares 34,434 $3.09M 0.2% +8,126 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,808 shares; 2025Q2: 32,557 shares; 2025Q3: 35,056 shares; 2025Q4: 59,130 shares; 2026Q1: 67,892 shares; 2026Q2: 71,206 shares 71,206 $2.97M 0.19% +3,314 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,158 shares; 2026Q1: 60,667 shares; 2026Q2: 122,323 shares 122,323 $2.97M 0.19% +61,656 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,279 shares; 2024Q4: 63,870 shares; 2025Q1: 84,553 shares; 2025Q2: 44,781 shares; 2025Q3: 50,792 shares; 2025Q4: 53,615 shares; 2026Q1: 77,565 shares; 2026Q2: 88,018 shares 88,018 $2.95M 0.19% +10,453 Timeline NOVM 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: 98,664 shares; 2025Q1: 97,673 shares; 2025Q2: 94,767 shares; 2025Q3: 92,959 shares; 2025Q4: 85,401 shares; 2026Q1: 87,447 shares; 2026Q2: 86,897 shares 86,897 $2.93M 0.19% -550 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,441 shares; 2024Q4: 24,237 shares; 2025Q1: 24,348 shares; 2025Q2: 25,508 shares; 2025Q3: 26,927 shares; 2025Q4: 24,011 shares; 2026Q1: 29,492 shares; 2026Q2: 31,572 shares 31,572 $2.89M 0.19% +2,080 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,553 shares; 2025Q1: 35,982 shares; 2025Q2: 36,744 shares; 2025Q3: 36,519 shares; 2025Q4: 38,650 shares; 2026Q1: 62,730 shares; 2026Q2: 72,319 shares 72,319 $2.86M 0.18% +9,589 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: 6,250 shares; 2024Q4: 6,268 shares; 2025Q1: 6,255 shares; 2025Q2: 5,962 shares; 2025Q3: 6,006 shares; 2025Q4: 6,235 shares; 2026Q1: 8,750 shares; 2026Q2: 9,418 shares 9,418 $2.85M 0.18% +668 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: 20,132 shares; 2024Q4: 41,442 shares; 2025Q1: 65,315 shares; 2025Q2: 66,231 shares; 2025Q3: 67,274 shares; 2025Q4: 45,422 shares; 2026Q1: 45,850 shares; 2026Q2: 41,083 shares 41,083 $2.78M 0.18% -4,767 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,627 shares; 2025Q2: 10,051 shares; 2025Q3: 10,432 shares; 2025Q4: 19,513 shares; 2026Q1: 21,631 shares; 2026Q2: 22,106 shares 22,106 $2.76M 0.18% +475 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 2,796 shares; 2025Q1: 3,462 shares; 2025Q2: 3,552 shares; 2025Q3: 3,444 shares; 2025Q4: 3,571 shares; 2026Q1: 3,705 shares; 2026Q2: 3,776 shares 3,776 $2.72M 0.17% +71 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,808 shares; 2024Q4: 86,884 shares; 2025Q1: 21,228 shares; 2025Q2: 21,828 shares; 2025Q3: 22,266 shares; 2025Q4: 20,870 shares; 2026Q1: 20,512 shares; 2026Q2: 21,729 shares 21,729 $2.7M 0.17% +1,217 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,357 shares; 2026Q2: 26,946 shares 26,946 $2.68M 0.17% +589 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 103,875 shares; 2025Q1: 41,996 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,270 shares; 2026Q2: 19,317 shares 19,317 $2.64M 0.17% -49,953 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: 4,669 shares; 2025Q2: 8,402 shares; 2025Q3: 17,265 shares; 2025Q4: 19,593 shares; 2026Q1: 24,166 shares; 2026Q2: 26,878 shares 26,878 $2.59M 0.17% +2,712 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: 6,106 shares; 2024Q4: 7,641 shares; 2025Q1: 9,493 shares; 2025Q2: 9,681 shares; 2025Q3: 9,360 shares; 2025Q4: 9,585 shares; 2026Q1: 9,727 shares; 2026Q2: 10,174 shares 10,174 $2.58M 0.17% +447 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,348 shares; 2025Q3: 59,835 shares; 2025Q4: 69,299 shares; 2026Q1: 54,005 shares; 2026Q2: 68,880 shares 68,880 $2.58M 0.17% +14,875 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: 3,367 shares; 2024Q4: 3,904 shares; 2025Q1: 4,384 shares; 2025Q2: 4,374 shares; 2025Q3: 4,298 shares; 2025Q4: 5,511 shares; 2026Q1: 9,940 shares; 2026Q2: 10,246 shares 10,246 $2.58M 0.17% +306 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,463 shares; 2024Q4: 13,619 shares; 2025Q1: 13,580 shares; 2025Q2: 12,054 shares; 2025Q3: 13,093 shares; 2025Q4: 15,864 shares; 2026Q1: 29,497 shares; 2026Q2: 31,646 shares 31,646 $2.57M 0.16% +2,149 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,215 shares; 2024Q4: 38,395 shares; 2025Q1: 38,047 shares; 2025Q2: 37,990 shares; 2025Q3: 37,071 shares; 2025Q4: 37,730 shares; 2026Q1: 39,986 shares; 2026Q2: 31,339 shares 31,339 $2.56M 0.16% -8,647 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,382 shares; 2025Q4: 11,308 shares; 2026Q1: 11,743 shares; 2026Q2: 9,248 shares 9,248 $2.55M 0.16% -2,495 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 5,410 shares; 2025Q1: 6,045 shares; 2025Q2: 6,327 shares; 2025Q3: 6,282 shares; 2025Q4: 7,385 shares; 2026Q1: 7,291 shares; 2026Q2: 7,141 shares 7,141 $2.52M 0.16% -150 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,998 shares; 2025Q3: 47,464 shares; 2025Q4: 37,290 shares; 2026Q1: 47,962 shares; 2026Q2: 41,507 shares 41,507 $2.5M 0.16% -6,455 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,074 shares; 2024Q4: 6,360 shares; 2025Q1: 5,952 shares; 2025Q2: 5,761 shares; 2025Q3: 5,546 shares; 2025Q4: 5,534 shares; 2026Q1: 6,169 shares; 2026Q2: 7,272 shares 7,272 $2.49M 0.16% +1,103 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,206 shares; 2025Q2: 78,383 shares; 2025Q3: 59,638 shares; 2025Q4: 63,788 shares; 2026Q1: 63,927 shares; 2026Q2: 66,575 shares 66,575 $2.48M 0.16% +2,648 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,162 shares; 2024Q4: 57,710 shares; 2025Q1: 57,478 shares; 2025Q2: 56,039 shares; 2025Q3: 56,548 shares; 2025Q4: 55,793 shares; 2026Q1: 63,116 shares; 2026Q2: 83,893 shares 83,893 $2.47M 0.16% +20,777 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,930 shares 84,930 $2.43M 0.16% new Timeline JSCP 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: 46,396 shares; 2026Q1: 45,184 shares; 2026Q2: 50,862 shares 50,862 $2.4M 0.15% +5,678 Timeline CQQQ 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: 23,353 shares; 2026Q2: 41,325 shares 41,325 $2.36M 0.15% +17,972 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,319 shares; 2024Q4: 12,475 shares; 2025Q1: 12,653 shares; 2025Q2: 12,743 shares; 2025Q3: 12,633 shares; 2025Q4: 12,113 shares; 2026Q1: 19,807 shares; 2026Q2: 20,425 shares 20,425 $2.31M 0.15% +618 Timeline SCHZ 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: 30,556 shares; 2024Q4: 65,509 shares; 2025Q1: 69,284 shares; 2025Q2: 33,578 shares; 2025Q3: 33,226 shares; 2025Q4: 35,711 shares; 2026Q1: 80,949 shares; 2026Q2: 99,938 shares 99,938 $2.31M 0.15% +18,989 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,109 shares; 2024Q4: 13,795 shares; 2025Q1: 16,848 shares; 2025Q2: 19,453 shares; 2025Q3: 20,534 shares; 2025Q4: 20,016 shares; 2026Q1: 25,564 shares; 2026Q2: 25,266 shares 25,266 $2.31M 0.15% -298 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 1,041 shares; 2025Q1: 1,738 shares; 2025Q2: 1,891 shares; 2025Q3: 1,228 shares; 2025Q4: 882 shares; 2026Q1: 969 shares; 2026Q2: 1,157 shares 1,157 $2.3M 0.15% +188 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,902 shares; 2024Q4: 8,737 shares; 2025Q1: 8,375 shares; 2025Q2: 8,495 shares; 2025Q3: 8,576 shares; 2025Q4: 8,575 shares; 2026Q1: 8,509 shares; 2026Q2: 8,444 shares 8,444 $2.24M 0.14% -65 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,134 shares; 2024Q4: 104,275 shares; 2025Q1: 123,961 shares; 2025Q2: 121,033 shares; 2025Q3: 118,231 shares; 2025Q4: 121,346 shares; 2026Q1: 96,652 shares; 2026Q2: 44,222 shares 44,222 $2.23M 0.14% -52,430 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: 13,014 shares; 2025Q1: 13,024 shares; 2025Q2: 7,375 shares; 2025Q3: 7,996 shares; 2025Q4: 5,508 shares; 2026Q1: 5,218 shares; 2026Q2: 5,046 shares 5,046 $2.19M 0.14% -172 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,802 shares; 2024Q4: 17,719 shares; 2025Q1: 19,057 shares; 2025Q2: 20,256 shares; 2025Q3: 16,408 shares; 2025Q4: 16,535 shares; 2026Q1: 12,963 shares; 2026Q2: 13,161 shares 13,161 $2.18M 0.14% +198 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: 14,074 shares; 2024Q4: 13,884 shares; 2025Q1: 15,143 shares; 2025Q2: 19,453 shares; 2025Q3: 18,780 shares; 2025Q4: 18,483 shares; 2026Q1: 28,212 shares; 2026Q2: 18,519 shares 18,519 $2.16M 0.14% -9,693 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,373 shares; 2025Q3: 13,799 shares; 2025Q4: 15,881 shares; 2026Q1: 24,118 shares; 2026Q2: 38,924 shares 38,924 $2.16M 0.14% +14,806 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 4,207 shares; 2025Q1: 4,166 shares; 2025Q2: 3,930 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,427 shares 5,427 $2.14M 0.14% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,552 shares; 2024Q4: 16,181 shares; 2025Q1: 19,222 shares; 2025Q2: 20,680 shares; 2025Q3: 20,902 shares; 2025Q4: 22,239 shares; 2026Q1: 22,716 shares; 2026Q2: 24,116 shares 24,116 $2.12M 0.14% +1,400 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,047 shares; 2024Q4: 38,109 shares; 2025Q1: 44,324 shares; 2025Q2: 50,230 shares; 2025Q3: 47,530 shares; 2025Q4: 45,851 shares; 2026Q1: 49,785 shares; 2026Q2: 49,563 shares 49,563 $2.1M 0.13% -222 Timeline CWB 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: 19,314 shares; 2024Q4: 22,365 shares; 2025Q1: 18,773 shares; 2025Q2: 16,204 shares; 2025Q3: 16,839 shares; 2025Q4: 17,366 shares; 2026Q1: 18,498 shares; 2026Q2: 19,461 shares 19,461 $2.1M 0.13% +963 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 13,492 shares; 2026Q1: 19,358 shares; 2026Q2: 24,304 shares 24,304 $2.1M 0.13% +4,946 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 10,681 shares; 2025Q4: 10,681 shares; 2026Q1: 11,056 shares; 2026Q2: 12,530 shares 12,530 $2.08M 0.13% +1,474 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,720 shares; 2024Q4: 11,758 shares; 2025Q1: 11,708 shares; 2025Q2: 11,649 shares; 2025Q3: 11,501 shares; 2025Q4: 12,869 shares; 2026Q1: 13,726 shares; 2026Q2: 13,722 shares 13,722 $2.08M 0.13% -4 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: 1,239 shares; 2024Q4: 1,139 shares; 2025Q1: 1,269 shares; 2025Q2: 1,236 shares; 2025Q3: 1,510 shares; 2025Q4: 1,688 shares; 2026Q1: 1,873 shares; 2026Q2: 1,941 shares 1,941 $2.07M 0.13% +68 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: 2,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,562 shares; 2025Q4: 5,638 shares; 2026Q1: 9,092 shares; 2026Q2: 19,016 shares 19,016 $2.05M 0.13% +9,924 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,549 shares; 2025Q1: 25,944 shares; 2025Q2: 21,879 shares; 2025Q3: 21,772 shares; 2025Q4: 22,220 shares; 2026Q1: 30,133 shares; 2026Q2: 42,119 shares 42,119 $2.02M 0.13% +11,986 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,737 shares; 2024Q4: 25,959 shares; 2025Q1: 27,130 shares; 2025Q2: 23,884 shares; 2025Q3: 23,951 shares; 2025Q4: 24,748 shares; 2026Q1: 25,465 shares; 2026Q2: 26,375 shares 26,375 $2M 0.13% +910 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: 12,761 shares; 2024Q4: 37,095 shares; 2025Q1: 46,627 shares; 2025Q2: 46,195 shares; 2025Q3: 46,936 shares; 2025Q4: 52,037 shares; 2026Q1: 57,896 shares; 2026Q2: 62,011 shares 62,011 $1.97M 0.13% +4,115 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,291 shares; 2024Q4: 45,373 shares; 2025Q1: 45,999 shares; 2025Q2: 44,381 shares; 2025Q3: 43,995 shares; 2025Q4: 43,952 shares; 2026Q1: 46,889 shares; 2026Q2: 48,849 shares 48,849 $1.96M 0.13% +1,960 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,631 shares; 2024Q4: 11,624 shares; 2025Q1: 28,069 shares; 2025Q2: 27,976 shares; 2025Q3: 32,466 shares; 2025Q4: 36,608 shares; 2026Q1: 38,266 shares; 2026Q2: 38,554 shares 38,554 $1.94M 0.12% +288 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: 12,702 shares; 2025Q1: 13,201 shares; 2025Q2: 14,623 shares; 2025Q3: 14,901 shares; 2025Q4: 15,106 shares; 2026Q1: 15,215 shares; 2026Q2: 15,209 shares 15,209 $1.92M 0.12% -6 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: 5,352 shares; 2024Q4: 5,200 shares; 2025Q1: 10,059 shares; 2025Q2: 7,249 shares; 2025Q3: 8,221 shares; 2025Q4: 4,637 shares; 2026Q1: 22,235 shares; 2026Q2: 19,326 shares 19,326 $1.91M 0.12% -2,909 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: 3,048 shares; 2024Q4: 7,720 shares; 2025Q1: 8,991 shares; 2025Q2: 14,805 shares; 2025Q3: 15,926 shares; 2025Q4: 15,512 shares; 2026Q1: 17,560 shares; 2026Q2: 17,654 shares 17,654 $1.9M 0.12% +94 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,153 shares; 2025Q2: 22,014 shares; 2025Q3: 23,821 shares; 2025Q4: 42,984 shares; 2026Q1: 46,718 shares; 2026Q2: 50,632 shares 50,632 $1.89M 0.12% +3,914 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,905 shares; 2024Q4: 27,476 shares; 2025Q1: 19,274 shares; 2025Q2: 17,859 shares; 2025Q3: 18,259 shares; 2025Q4: 36,559 shares; 2026Q1: 43,072 shares; 2026Q2: 43,360 shares 43,360 $1.88M 0.12% +288 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,533 shares; 2025Q4: 9,225 shares; 2026Q1: 21,395 shares; 2026Q2: 35,076 shares 35,076 $1.85M 0.12% +13,681 Timeline DDNQ 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: 69,505 shares; 2026Q2: 88,352 shares 88,352 $1.83M 0.12% +18,847 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,834 shares; 2024Q4: 28,898 shares; 2025Q1: 27,971 shares; 2025Q2: 10,594 shares; 2025Q3: 10,671 shares; 2025Q4: 9,511 shares; 2026Q1: 10,012 shares; 2026Q2: 5,969 shares 5,969 $1.81M 0.12% -4,043 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,546 shares; 2024Q4: 61,045 shares; 2025Q1: 60,584 shares; 2025Q2: 59,183 shares; 2025Q3: 59,051 shares; 2025Q4: 58,372 shares; 2026Q1: 33,089 shares; 2026Q2: 24,543 shares 24,543 $1.8M 0.12% -8,546 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,296 shares; 2024Q4: 12,658 shares; 2025Q1: 8,613 shares; 2025Q2: 8,960 shares; 2025Q3: 11,842 shares; 2025Q4: 11,342 shares; 2026Q1: 6,995 shares; 2026Q2: 7,094 shares 7,094 $1.79M 0.12% +99 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,255 shares 11,255 $1.77M 0.11% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,272 shares; 2024Q4: 7,914 shares; 2025Q1: 9,463 shares; 2025Q2: 8,471 shares; 2025Q3: 8,361 shares; 2025Q4: 8,541 shares; 2026Q1: 8,668 shares; 2026Q2: 8,824 shares 8,824 $1.74M 0.11% +156 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: 2,342 shares; 2024Q4: 2,540 shares; 2025Q1: 3,061 shares; 2025Q2: 4,085 shares; 2025Q3: 4,150 shares; 2025Q4: 4,062 shares; 2026Q1: 3,977 shares; 2026Q2: 3,476 shares 3,476 $1.74M 0.11% -501 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,213 shares; 2024Q4: 122,577 shares; 2025Q1: 43,727 shares; 2025Q2: 36,941 shares; 2025Q3: not reported; 2025Q4: 18,446 shares; 2026Q1: 18,631 shares; 2026Q2: 18,200 shares 18,200 $1.74M 0.11% -431 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,817 shares; 2024Q4: 13,613 shares; 2025Q1: 14,354 shares; 2025Q2: 14,790 shares; 2025Q3: 14,295 shares; 2025Q4: 13,994 shares; 2026Q1: 14,059 shares; 2026Q2: 13,844 shares 13,844 $1.73M 0.11% -215 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 2,753 shares; 2025Q1: 3,130 shares; 2025Q2: 3,292 shares; 2025Q3: 3,694 shares; 2025Q4: 3,947 shares; 2026Q1: 4,066 shares; 2026Q2: 4,029 shares 4,029 $1.72M 0.11% -37 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,261 shares; 2025Q4: 10,481 shares; 2026Q1: 13,335 shares; 2026Q2: 19,989 shares 19,989 $1.71M 0.11% +6,654 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: not reported; 2026Q2: 33,419 shares 33,419 $1.7M 0.11% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,912 shares; 2024Q4: 24,304 shares; 2025Q1: 25,175 shares; 2025Q2: 25,106 shares; 2025Q3: 23,357 shares; 2025Q4: 23,826 shares; 2026Q1: 23,877 shares; 2026Q2: 23,456 shares 23,456 $1.69M 0.11% -421 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 3,416 shares; 2025Q1: 3,398 shares; 2025Q2: 3,394 shares; 2025Q3: 3,406 shares; 2025Q4: 3,433 shares; 2026Q1: 3,593 shares; 2026Q2: 3,282 shares 3,282 $1.69M 0.11% -311 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: 42,442 shares; 2024Q4: 29,246 shares; 2025Q1: 26,660 shares; 2025Q2: 25,217 shares; 2025Q3: 34,482 shares; 2025Q4: 26,456 shares; 2026Q1: 29,421 shares; 2026Q2: 32,289 shares 32,289 $1.67M 0.11% +2,868 Timeline NDIA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,808 shares; 2026Q2: 61,212 shares 61,212 $1.67M 0.11% +9,404 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,798 shares; 2024Q4: 9,801 shares; 2025Q1: 9,369 shares; 2025Q2: 9,235 shares; 2025Q3: 8,992 shares; 2025Q4: 8,987 shares; 2026Q1: 9,042 shares; 2026Q2: 9,149 shares 9,149 $1.66M 0.11% +107 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,032 shares; 2024Q4: 14,374 shares; 2025Q1: 15,052 shares; 2025Q2: 9,989 shares; 2025Q3: 8,685 shares; 2025Q4: 9,608 shares; 2026Q1: 7,412 shares; 2026Q2: 7,532 shares 7,532 $1.63M 0.1% +120 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,068 shares; 2025Q1: 41,762 shares; 2025Q2: 41,280 shares; 2025Q3: 43,277 shares; 2025Q4: 50,080 shares; 2026Q1: 49,213 shares; 2026Q2: 26,602 shares 26,602 $1.63M 0.1% -22,611 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,013 shares; 2024Q4: 26,869 shares; 2025Q1: 28,078 shares; 2025Q2: 26,298 shares; 2025Q3: 27,934 shares; 2025Q4: 29,056 shares; 2026Q1: 31,857 shares; 2026Q2: 35,789 shares 35,789 $1.62M 0.1% +3,932 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,223 shares; 2024Q4: 37,264 shares; 2025Q1: 70,619 shares; 2025Q2: 10,351 shares; 2025Q3: 2,731 shares; 2025Q4: 2,984 shares; 2026Q1: 3,161 shares; 2026Q2: 3,089 shares 3,089 $1.61M 0.1% -72 Timeline QDEC 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: 9,610 shares; 2025Q1: 28,020 shares; 2025Q2: 32,391 shares; 2025Q3: 29,826 shares; 2025Q4: 27,491 shares; 2026Q1: 45,287 shares; 2026Q2: 45,242 shares 45,242 $1.61M 0.1% -45 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,275 shares; 2024Q4: not reported; 2025Q1: 40,323 shares; 2025Q2: 44,687 shares; 2025Q3: 34,379 shares; 2025Q4: 14,477 shares; 2026Q1: 33,628 shares; 2026Q2: 33,806 shares 33,806 $1.6M 0.1% +178 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: 1,584 shares; 2025Q1: 1,737 shares; 2025Q2: 2,260 shares; 2025Q3: 5,067 shares; 2025Q4: 4,262 shares; 2026Q1: 6,147 shares; 2026Q2: 3,847 shares 3,847 $1.6M 0.1% -2,300 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,483 shares; 2024Q4: 5,807 shares; 2025Q1: 5,859 shares; 2025Q2: 13,115 shares; 2025Q3: 14,889 shares; 2025Q4: 14,618 shares; 2026Q1: 18,091 shares; 2026Q2: 18,344 shares 18,344 $1.59M 0.1% +253 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,172 shares; 2024Q4: 20,030 shares; 2025Q1: 12,645 shares; 2025Q2: 10,319 shares; 2025Q3: 11,292 shares; 2025Q4: 13,470 shares; 2026Q1: 22,527 shares; 2026Q2: 21,707 shares 21,707 $1.59M 0.1% -820 Timeline ELD 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: 29,598 shares; 2026Q2: 55,326 shares 55,326 $1.59M 0.1% +25,728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,705 shares; 2026Q2: 19,119 shares 19,119 $1.58M 0.1% +16,414 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: 5,132 shares; 2024Q4: 5,226 shares; 2025Q1: 8,715 shares; 2025Q2: 9,413 shares; 2025Q3: 10,435 shares; 2025Q4: 10,620 shares; 2026Q1: 26,319 shares; 2026Q2: 27,631 shares 27,631 $1.57M 0.1% +1,312 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,700 shares; 2024Q4: 5,304 shares; 2025Q1: 7,228 shares; 2025Q2: 7,871 shares; 2025Q3: 8,254 shares; 2025Q4: 9,658 shares; 2026Q1: 10,495 shares; 2026Q2: 11,535 shares 11,535 $1.56M 0.1% +1,040 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,914 shares; 2024Q4: 15,455 shares; 2025Q1: 17,081 shares; 2025Q2: 15,213 shares; 2025Q3: 15,826 shares; 2025Q4: 32,149 shares; 2026Q1: 31,967 shares; 2026Q2: 33,873 shares 33,873 $1.54M 0.1% +1,906 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,356 shares; 2024Q4: 5,511 shares; 2025Q1: 6,797 shares; 2025Q2: 10,052 shares; 2025Q3: 13,092 shares; 2025Q4: 13,835 shares; 2026Q1: 10,462 shares; 2026Q2: 16,623 shares 16,623 $1.53M 0.1% +6,161 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,741 shares; 2024Q4: 7,547 shares; 2025Q1: 7,486 shares; 2025Q2: 7,930 shares; 2025Q3: 8,417 shares; 2025Q4: 8,352 shares; 2026Q1: 14,569 shares; 2026Q2: 15,820 shares 15,820 $1.52M 0.1% +1,251 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 13,676 shares; 2025Q2: 15,219 shares; 2025Q3: 15,086 shares; 2025Q4: 17,489 shares; 2026Q1: 18,381 shares; 2026Q2: 15,449 shares 15,449 $1.52M 0.1% -2,932 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,320 shares; 2024Q4: 6,531 shares; 2025Q1: 6,728 shares; 2025Q2: 6,933 shares; 2025Q3: 6,937 shares; 2025Q4: 7,028 shares; 2026Q1: 5,787 shares; 2026Q2: 6,665 shares 6,665 $1.49M 0.1% +878 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,774 shares; 2025Q1: 1,831 shares; 2025Q2: 2,633 shares; 2025Q3: 3,203 shares; 2025Q4: 3,531 shares; 2026Q1: 9,499 shares; 2026Q2: 10,129 shares 10,129 $1.48M 0.1% +630 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,032 shares 10,032 $1.48M 0.1% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,255 shares; 2025Q2: 3,494 shares; 2025Q3: 3,889 shares; 2025Q4: 5,081 shares; 2026Q1: 6,726 shares; 2026Q2: 7,610 shares 7,610 $1.48M 0.1% +884 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: 9,010 shares; 2024Q4: 8,640 shares; 2025Q1: 8,342 shares; 2025Q2: 7,624 shares; 2025Q3: 7,541 shares; 2025Q4: 7,448 shares; 2026Q1: 7,552 shares; 2026Q2: 6,803 shares 6,803 $1.48M 0.1% -749 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: 17,016 shares; 2024Q4: 7,170 shares; 2025Q1: 7,515 shares; 2025Q2: 35,084 shares; 2025Q3: 45,170 shares; 2025Q4: 39,685 shares; 2026Q1: 33,441 shares; 2026Q2: 39,592 shares 39,592 $1.47M 0.09% +6,151 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL 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: 19,083 shares; 2026Q2: 19,782 shares 19,782 $1.47M 0.09% +699 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,648 shares; 2024Q4: 5,263 shares; 2025Q1: 6,566 shares; 2025Q2: 7,546 shares; 2025Q3: 8,714 shares; 2025Q4: 9,607 shares; 2026Q1: 9,859 shares; 2026Q2: 11,408 shares 11,408 $1.47M 0.09% +1,549 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,777 shares; 2024Q4: 11,299 shares; 2025Q1: 10,202 shares; 2025Q2: 5,310 shares; 2025Q3: 5,244 shares; 2025Q4: 5,686 shares; 2026Q1: 14,103 shares; 2026Q2: 15,463 shares 15,463 $1.46M 0.09% +1,360 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 1,406 shares; 2025Q1: 1,783 shares; 2025Q2: 2,026 shares; 2025Q3: 2,017 shares; 2025Q4: 24,041 shares; 2026Q1: 19,645 shares; 2026Q2: 20,364 shares 20,364 $1.45M 0.09% +719 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,926 shares 30,926 $1.44M 0.09% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 50,199 shares; 2026Q1: 54,044 shares; 2026Q2: 51,944 shares 51,944 $1.44M 0.09% -2,100 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,384 shares; 2024Q4: 24,435 shares; 2025Q1: not reported; 2025Q2: 19,410 shares; 2025Q3: 19,945 shares; 2025Q4: 38,612 shares; 2026Q1: 3,910 shares; 2026Q2: 21,170 shares 21,170 $1.43M 0.09% +17,260 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,326 shares; 2025Q1: 24,423 shares; 2025Q2: 26,540 shares; 2025Q3: 26,431 shares; 2025Q4: 25,272 shares; 2026Q1: 33,602 shares; 2026Q2: 28,895 shares 28,895 $1.41M 0.09% -4,707 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 977 shares; 2025Q1: 1,122 shares; 2025Q2: 1,258 shares; 2025Q3: 1,253 shares; 2025Q4: 1,290 shares; 2026Q1: 1,439 shares; 2026Q2: 1,430 shares 1,430 $1.4M 0.09% -9 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,107 shares; 2024Q4: 39,191 shares; 2025Q1: 38,786 shares; 2025Q2: 34,538 shares; 2025Q3: 27,318 shares; 2025Q4: 22,454 shares; 2026Q1: 22,592 shares; 2026Q2: 26,885 shares 26,885 $1.38M 0.09% +4,293 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,526 shares; 2025Q3: 36,557 shares; 2025Q4: 38,900 shares; 2026Q1: 35,177 shares; 2026Q2: 25,603 shares 25,603 $1.37M 0.09% -9,574 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,138 shares; 2026Q1: 30,581 shares; 2026Q2: 28,506 shares 28,506 $1.37M 0.09% -2,075 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637 shares; 2025Q4: 3,705 shares; 2026Q1: 3,347 shares; 2026Q2: 4,058 shares 4,058 $1.36M 0.09% +711 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,079 shares; 2025Q2: 13,369 shares; 2025Q3: 13,369 shares; 2025Q4: 16,990 shares; 2026Q1: 16,558 shares; 2026Q2: 17,075 shares 17,075 $1.36M 0.09% +517 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,730 shares; 2025Q3: not reported; 2025Q4: 35,842 shares; 2026Q1: 78,921 shares; 2026Q2: 22,660 shares 22,660 $1.35M 0.09% -56,261 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,367 shares; 2024Q4: 8,005 shares; 2025Q1: 7,865 shares; 2025Q2: 7,620 shares; 2025Q3: 15,486 shares; 2025Q4: 15,932 shares; 2026Q1: 16,124 shares; 2026Q2: 16,107 shares 16,107 $1.35M 0.09% -17 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,975 shares; 2024Q4: 16,689 shares; 2025Q1: 15,244 shares; 2025Q2: 15,805 shares; 2025Q3: 15,467 shares; 2025Q4: 14,686 shares; 2026Q1: 13,169 shares; 2026Q2: 13,112 shares 13,112 $1.34M 0.09% -57 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: 10,845 shares; 2024Q4: 11,419 shares; 2025Q1: 27,833 shares; 2025Q2: 28,224 shares; 2025Q3: 28,184 shares; 2025Q4: 34,860 shares; 2026Q1: 34,954 shares; 2026Q2: 31,058 shares 31,058 $1.34M 0.09% -3,896 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: 9,549 shares; 2024Q4: 9,952 shares; 2025Q1: 11,754 shares; 2025Q2: 13,807 shares; 2025Q3: 10,783 shares; 2025Q4: 10,935 shares; 2026Q1: 9,995 shares; 2026Q2: 9,593 shares 9,593 $1.31M 0.08% -402 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,348 shares; 2024Q4: 125,022 shares; 2025Q1: 128,589 shares; 2025Q2: 132,937 shares; 2025Q3: 131,357 shares; 2025Q4: 135,906 shares; 2026Q1: 134,545 shares; 2026Q2: 139,244 shares 139,244 $1.3M 0.08% +4,699 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: 45,727 shares; 2024Q4: 37,552 shares; 2025Q1: 37,276 shares; 2025Q2: 35,333 shares; 2025Q3: 39,877 shares; 2025Q4: 34,350 shares; 2026Q1: 20,078 shares; 2026Q2: 23,064 shares 23,064 $1.3M 0.08% +2,986 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,561 shares; 2025Q4: 2,767 shares; 2026Q1: 2,960 shares; 2026Q2: 8,250 shares 8,250 $1.29M 0.08% +5,290 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,216 shares; 2024Q4: 5,227 shares; 2025Q1: 5,329 shares; 2025Q2: 4,980 shares; 2025Q3: 5,320 shares; 2025Q4: 5,969 shares; 2026Q1: 7,204 shares; 2026Q2: 8,178 shares 8,178 $1.29M 0.08% +974 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,995 shares; 2026Q1: 46,730 shares; 2026Q2: 46,764 shares 46,764 $1.27M 0.08% +34 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 35,716 shares; 2026Q1: 44,148 shares; 2026Q2: 42,689 shares 42,689 $1.27M 0.08% -1,459 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,079 shares; 2024Q4: 10,123 shares; 2025Q1: 18,662 shares; 2025Q2: 16,962 shares; 2025Q3: 17,321 shares; 2025Q4: 17,338 shares; 2026Q1: 18,133 shares; 2026Q2: 18,124 shares 18,124 $1.27M 0.08% -9 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,743 shares; 2026Q1: 17,512 shares; 2026Q2: 12,494 shares 12,494 $1.25M 0.08% -5,018 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: not reported; 2024Q4: 52,669 shares; 2025Q1: 95,644 shares; 2025Q2: 116,897 shares; 2025Q3: 45,438 shares; 2025Q4: 45,586 shares; 2026Q1: 19,305 shares; 2026Q2: 19,464 shares 19,464 $1.25M 0.08% +159 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,910 shares 34,910 $1.24M 0.08% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,012 shares; 2024Q4: 28,144 shares; 2025Q1: 28,652 shares; 2025Q2: 22,268 shares; 2025Q3: 20,987 shares; 2025Q4: 21,023 shares; 2026Q1: 23,583 shares; 2026Q2: 22,580 shares 22,580 $1.22M 0.08% -1,003 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,938 shares; 2026Q2: 22,464 shares 22,464 $1.19M 0.08% +1,526 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,463 shares; 2025Q2: 13,148 shares; 2025Q3: 13,545 shares; 2025Q4: 13,657 shares; 2026Q1: 15,704 shares; 2026Q2: 15,791 shares 15,791 $1.19M 0.08% +87 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,721 shares; 2024Q4: 17,721 shares; 2025Q1: 14,556 shares; 2025Q2: 16,751 shares; 2025Q3: 17,564 shares; 2025Q4: 27,540 shares; 2026Q1: 28,754 shares; 2026Q2: 29,297 shares 29,297 $1.19M 0.08% +543 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: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 61,130 shares; 2025Q3: 53,235 shares; 2025Q4: 52,960 shares; 2026Q1: 17,471 shares; 2026Q2: 27,524 shares 27,524 $1.18M 0.08% +10,053 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,930 shares 6,930 $1.18M 0.08% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,227 shares 6,227 $1.18M 0.08% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,621 shares; 2024Q4: 5,942 shares; 2025Q1: 5,589 shares; 2025Q2: 2,910 shares; 2025Q3: 2,776 shares; 2025Q4: 2,558 shares; 2026Q1: 2,569 shares; 2026Q2: 9,475 shares 9,475 $1.18M 0.08% +6,906 Timeline QSPT 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: 34,550 shares; 2024Q4: 33,900 shares; 2025Q1: 33,495 shares; 2025Q2: 33,365 shares; 2025Q3: 32,790 shares; 2025Q4: 31,885 shares; 2026Q1: 37,799 shares; 2026Q2: 33,459 shares 33,459 $1.17M 0.07% -4,340 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,772 shares; 2024Q4: 8,595 shares; 2025Q1: 11,798 shares; 2025Q2: 11,306 shares; 2025Q3: 10,355 shares; 2025Q4: 9,690 shares; 2026Q1: 9,102 shares; 2026Q2: 9,906 shares 9,906 $1.16M 0.07% +804 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,963 shares; 2024Q4: 38,586 shares; 2025Q1: 29,207 shares; 2025Q2: 20,768 shares; 2025Q3: 19,250 shares; 2025Q4: 19,250 shares; 2026Q1: 19,310 shares; 2026Q2: 19,540 shares 19,540 $1.15M 0.07% +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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares; 2025Q4: 8,576 shares; 2026Q1: 14,843 shares; 2026Q2: 4,644 shares 4,644 $1.13M 0.07% -10,199 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 1,405 shares 1,405 $1.12M 0.07% new 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: 12,313 shares; 2024Q4: 11,732 shares; 2025Q1: 9,819 shares; 2025Q2: 9,439 shares; 2025Q3: 9,725 shares; 2025Q4: 9,572 shares; 2026Q1: 10,406 shares; 2026Q2: 11,415 shares 11,415 $1.11M 0.07% +1,009 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,562 shares; 2024Q4: 15,206 shares; 2025Q1: 14,910 shares; 2025Q2: 14,590 shares; 2025Q3: 14,548 shares; 2025Q4: 14,626 shares; 2026Q1: 14,672 shares; 2026Q2: 14,500 shares 14,500 $1.1M 0.07% -172 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,162 shares; 2026Q1: 3,165 shares; 2026Q2: 3,170 shares 3,170 $1.09M 0.07% +5 Timeline IGLD 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: 20,520 shares; 2025Q4: 22,095 shares; 2026Q1: 40,343 shares; 2026Q2: 50,554 shares 50,554 $1.06M 0.07% +10,211 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,384 shares; 2025Q2: 7,281 shares; 2025Q3: 6,293 shares; 2025Q4: 22,561 shares; 2026Q1: 22,401 shares; 2026Q2: 21,574 shares 21,574 $1.06M 0.07% -827 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,525 shares; 2026Q2: 9,049 shares 9,049 $1.06M 0.07% -9,476 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,054 shares; 2026Q2: 6,247 shares 6,247 $1.06M 0.07% +4,193 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,018 shares; 2024Q4: 29,009 shares; 2025Q1: 30,598 shares; 2025Q2: 12,169 shares; 2025Q3: 12,164 shares; 2025Q4: 12,179 shares; 2026Q1: 11,946 shares; 2026Q2: 11,971 shares 11,971 $1.06M 0.07% +25 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: 5,679 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,679 shares; 2025Q3: 6,079 shares; 2025Q4: 20,179 shares; 2026Q1: 19,179 shares; 2026Q2: 19,179 shares 19,179 $1.06M 0.07% 0 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: 13,984 shares; 2026Q2: 53,920 shares 53,920 $1.06M 0.07% +39,936 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,294 shares; 2024Q4: 5,664 shares; 2025Q1: 6,973 shares; 2025Q2: 7,998 shares; 2025Q3: 7,327 shares; 2025Q4: 6,626 shares; 2026Q1: 6,927 shares; 2026Q2: 7,100 shares 7,100 $1.04M 0.07% +173 Timeline NUTX NUTEX HEALTH INC More: the full row for NUTEX HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 5,174 shares; 2025Q4: 5,969 shares; 2026Q1: 6,143 shares; 2026Q2: 5,977 shares 5,977 $1.02M 0.07% -166 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,258 shares; 2025Q2: 10,017 shares; 2025Q3: 8,955 shares; 2025Q4: 11,180 shares; 2026Q1: 23,680 shares; 2026Q2: 22,243 shares 22,243 $1.01M 0.07% -1,437 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,721 shares; 2026Q2: 1,950 shares 1,950 $1.01M 0.07% +229 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: 8,620 shares; 2025Q2: 10,530 shares; 2025Q3: 12,650 shares; 2025Q4: 21,925 shares; 2026Q1: 32,964 shares; 2026Q2: 34,313 shares 34,313 $1.01M 0.06% +1,349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,685 shares; 2025Q3: 26,760 shares; 2025Q4: 26,538 shares; 2026Q1: 5,608 shares; 2026Q2: 17,734 shares 17,734 $997K 0.06% +12,126 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,990 shares; 2026Q2: 4,380 shares 4,380 $981K 0.06% +390 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,534 shares; 2026Q1: 29,495 shares; 2026Q2: 18,314 shares 18,314 $974K 0.06% -11,181 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 448 shares; 2025Q1: 569 shares; 2025Q2: 573 shares; 2025Q3: 448 shares; 2025Q4: 444 shares; 2026Q1: 1,617 shares; 2026Q2: 1,897 shares 1,897 $966K 0.06% +280 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,169 shares; 2024Q4: 11,860 shares; 2025Q1: 12,166 shares; 2025Q2: 12,674 shares; 2025Q3: 12,069 shares; 2025Q4: 11,617 shares; 2026Q1: 11,661 shares; 2026Q2: 11,848 shares 11,848 $963K 0.06% +187 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,333 shares 4,333 $958K 0.06% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 5,290 shares; 2025Q3: 5,387 shares; 2025Q4: 7,795 shares; 2026Q1: 8,132 shares; 2026Q2: 8,910 shares 8,910 $951K 0.06% +778 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,632 shares; 2024Q4: 9,657 shares; 2025Q1: 9,679 shares; 2025Q2: 9,870 shares; 2025Q3: 9,722 shares; 2025Q4: 9,745 shares; 2026Q1: 10,019 shares; 2026Q2: 8,597 shares 8,597 $942K 0.06% -1,422 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,192 shares 4,192 $939K 0.06% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,725 shares; 2024Q4: 26,278 shares; 2025Q1: 34,978 shares; 2025Q2: 39,080 shares; 2025Q3: 39,080 shares; 2025Q4: 39,480 shares; 2026Q1: 42,192 shares; 2026Q2: 41,900 shares 41,900 $937K 0.06% -292 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,521 shares; 2026Q1: 16,508 shares; 2026Q2: 21,720 shares 21,720 $936K 0.06% +5,212 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,405 shares; 2025Q1: 23,465 shares; 2025Q2: 35,629 shares; 2025Q3: 39,519 shares; 2025Q4: 40,418 shares; 2026Q1: 46,666 shares; 2026Q2: 46,592 shares 46,592 $914K 0.06% -74 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 4,192 shares; 2025Q1: 6,809 shares; 2025Q2: 8,457 shares; 2025Q3: 8,739 shares; 2025Q4: 10,364 shares; 2026Q1: 12,622 shares; 2026Q2: 14,724 shares 14,724 $912K 0.06% +2,102 Timeline JUNM 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: 20,300 shares; 2024Q4: 20,300 shares; 2025Q1: 20,300 shares; 2025Q2: 20,300 shares; 2025Q3: 19,600 shares; 2025Q4: 19,600 shares; 2026Q1: 19,600 shares; 2026Q2: 25,904 shares 25,904 $909K 0.06% +6,304 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,573 shares; 2025Q3: 4,548 shares; 2025Q4: not reported; 2026Q1: 2,158 shares; 2026Q2: 3,049 shares 3,049 $908K 0.06% +891 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,052 shares; 2024Q4: 12,433 shares; 2025Q1: 13,462 shares; 2025Q2: 13,510 shares; 2025Q3: 12,493 shares; 2025Q4: 13,223 shares; 2026Q1: 13,209 shares; 2026Q2: 12,216 shares 12,216 $908K 0.06% -993 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: 35,182 shares; 2024Q4: 34,196 shares; 2025Q1: 31,136 shares; 2025Q2: 21,797 shares; 2025Q3: 22,129 shares; 2025Q4: 72,246 shares; 2026Q1: 36,969 shares; 2026Q2: 24,758 shares 24,758 $904K 0.06% -12,211 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 915 shares; 2025Q3: 1,854 shares; 2025Q4: 1,919 shares; 2026Q1: 2,011 shares; 2026Q2: 2,195 shares 2,195 $899K 0.06% +184 Timeline QJUN 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: 57,903 shares; 2025Q1: 58,548 shares; 2025Q2: 16,506 shares; 2025Q3: 18,393 shares; 2025Q4: 32,273 shares; 2026Q1: 29,273 shares; 2026Q2: 26,573 shares 26,573 $898K 0.06% -2,700 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 3,555 shares; 2025Q4: 4,210 shares; 2026Q1: 3,642 shares; 2026Q2: 3,481 shares 3,481 $889K 0.06% -161 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 7,900 shares; 2025Q1: 4,393 shares; 2025Q2: 6,208 shares; 2025Q3: 4,218 shares; 2025Q4: 4,150 shares; 2026Q1: 9,005 shares; 2026Q2: 3,334 shares 3,334 $868K 0.06% -5,671 Timeline DAPR 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: 40,581 shares; 2024Q4: 20,980 shares; 2025Q1: 21,494 shares; 2025Q2: 20,937 shares; 2025Q3: 23,559 shares; 2025Q4: 24,150 shares; 2026Q1: 21,455 shares; 2026Q2: 21,023 shares 21,023 $859K 0.06% -432 Timeline XMLV 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: 20,345 shares; 2024Q4: 21,733 shares; 2025Q1: 20,864 shares; 2025Q2: 16,795 shares; 2025Q3: 15,787 shares; 2025Q4: 14,419 shares; 2026Q1: 14,114 shares; 2026Q2: 12,957 shares 12,957 $859K 0.06% -1,157 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 2,104 shares; 2025Q1: 2,368 shares; 2025Q2: 2,275 shares; 2025Q3: 1,878 shares; 2025Q4: 1,847 shares; 2026Q1: 1,638 shares; 2026Q2: 1,661 shares 1,661 $833K 0.05% +23 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,895 shares; 2025Q1: 22,381 shares; 2025Q2: 4,442 shares; 2025Q3: 4,449 shares; 2025Q4: 8,879 shares; 2026Q1: 60,528 shares; 2026Q2: 15,622 shares 15,622 $830K 0.05% -44,906 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 698 shares; 2025Q2: 632 shares; 2025Q3: 360 shares; 2025Q4: 442 shares; 2026Q1: 575 shares; 2026Q2: 599 shares 599 $829K 0.05% +24 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: 4,984 shares; 2025Q1: 5,074 shares; 2025Q2: 5,729 shares; 2025Q3: 6,041 shares; 2025Q4: 6,101 shares; 2026Q1: 6,157 shares; 2026Q2: 6,922 shares 6,922 $825K 0.05% +765 Timeline XPND 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: 13,725 shares; 2025Q3: 14,125 shares; 2025Q4: 14,125 shares; 2026Q1: 15,225 shares; 2026Q2: 19,685 shares 19,685 $824K 0.05% +4,460 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,647 shares; 2026Q2: 2,965 shares 2,965 $817K 0.05% +318 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,145 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,023 shares; 2025Q4: 1,061 shares; 2026Q1: 1,058 shares; 2026Q2: 1,080 shares 1,080 $816K 0.05% +22 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: 7,812 shares; 2024Q4: 8,411 shares; 2025Q1: 8,899 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,091 shares; 2026Q1: 15,624 shares; 2026Q2: 15,540 shares 15,540 $813K 0.05% -84 Timeline DECM 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: 23,020 shares; 2025Q2: 27,246 shares; 2025Q3: 21,625 shares; 2025Q4: 21,575 shares; 2026Q1: 24,050 shares; 2026Q2: 23,900 shares 23,900 $806K 0.05% -150 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,151 shares; 2024Q4: 71,709 shares; 2025Q1: 63,717 shares; 2025Q2: 56,291 shares; 2025Q3: 52,372 shares; 2025Q4: 46,883 shares; 2026Q1: 47,420 shares; 2026Q2: 38,822 shares 38,822 $804K 0.05% -8,598 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,340 shares; 2025Q1: 8,098 shares; 2025Q2: 5,967 shares; 2025Q3: 5,967 shares; 2025Q4: 7,406 shares; 2026Q1: 11,961 shares; 2026Q2: 10,094 shares 10,094 $802K 0.05% -1,867 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,437 shares; 2025Q3: 8,413 shares; 2025Q4: 8,761 shares; 2026Q1: 10,333 shares; 2026Q2: 10,132 shares 10,132 $798K 0.05% -201 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,906 shares; 2024Q4: 9,494 shares; 2025Q1: 9,306 shares; 2025Q2: 9,004 shares; 2025Q3: 7,947 shares; 2025Q4: 8,127 shares; 2026Q1: 8,235 shares; 2026Q2: 8,276 shares 8,276 $792K 0.05% +41 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,215 shares; 2024Q4: 6,260 shares; 2025Q1: 6,060 shares; 2025Q2: 6,467 shares; 2025Q3: 6,278 shares; 2025Q4: 6,643 shares; 2026Q1: 6,675 shares; 2026Q2: 6,932 shares 6,932 $791K 0.05% +257 Timeline DMAR 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: 6,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,570 shares; 2025Q3: 29,252 shares; 2025Q4: 25,834 shares; 2026Q1: 12,219 shares; 2026Q2: 17,659 shares 17,659 $790K 0.05% +5,440 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,787 shares 5,787 $789K 0.05% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,738 shares; 2025Q1: 9,664 shares; 2025Q2: 10,043 shares; 2025Q3: 10,498 shares; 2025Q4: 17,880 shares; 2026Q1: 17,997 shares; 2026Q2: 19,182 shares 19,182 $787K 0.05% +1,185 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,181 shares; 2024Q4: 2,555 shares; 2025Q1: 3,313 shares; 2025Q2: 3,069 shares; 2025Q3: 2,816 shares; 2025Q4: 4,199 shares; 2026Q1: 4,147 shares; 2026Q2: 4,149 shares 4,149 $787K 0.05% +2 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 9,147 shares 9,147 $780K 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,136 shares; 2024Q4: 10,445 shares; 2025Q1: 15,473 shares; 2025Q2: 15,507 shares; 2025Q3: 19,384 shares; 2025Q4: 24,327 shares; 2026Q1: 23,868 shares; 2026Q2: 21,098 shares 21,098 $776K 0.05% -2,770 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,363 shares; 2024Q4: 5,387 shares; 2025Q1: 5,573 shares; 2025Q2: 5,631 shares; 2025Q3: 5,149 shares; 2025Q4: 4,969 shares; 2026Q1: 4,889 shares; 2026Q2: 4,927 shares 4,927 $769K 0.05% +38 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,612 shares; 2024Q4: 22,442 shares; 2025Q1: 26,790 shares; 2025Q2: 35,294 shares; 2025Q3: 38,343 shares; 2025Q4: 49,436 shares; 2026Q1: 70,293 shares; 2026Q2: 75,475 shares 75,475 $757K 0.05% +5,182 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,110 shares; 2025Q1: 1,132 shares; 2025Q2: 1,241 shares; 2025Q3: 1,840 shares; 2025Q4: 3,681 shares; 2026Q1: 3,883 shares; 2026Q2: 3,958 shares 3,958 $754K 0.05% +75 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: 969 shares; 2024Q4: 968 shares; 2025Q1: 1,437 shares; 2025Q2: 1,379 shares; 2025Q3: 1,085 shares; 2025Q4: 1,083 shares; 2026Q1: 1,075 shares; 2026Q2: 1,065 shares 1,065 $749K 0.05% -10 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,619 shares; 2025Q3: 4,799 shares; 2025Q4: 4,788 shares; 2026Q1: 7,231 shares; 2026Q2: 7,984 shares 7,984 $748K 0.05% +753 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: 520 shares; 2024Q4: 565 shares; 2025Q1: 1,124 shares; 2025Q2: 675 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 583 shares; 2026Q2: 6,201 shares 6,201 $741K 0.05% +5,618 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,757 shares; 2024Q4: 4,728 shares; 2025Q1: 4,811 shares; 2025Q2: 4,647 shares; 2025Q3: 5,143 shares; 2025Q4: 5,111 shares; 2026Q1: 4,779 shares; 2026Q2: 4,879 shares 4,879 $739K 0.05% +100 Timeline BILS 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: 12,671 shares; 2024Q4: 10,492 shares; 2025Q1: 10,409 shares; 2025Q2: 9,015 shares; 2025Q3: 8,857 shares; 2025Q4: 7,615 shares; 2026Q1: 7,702 shares; 2026Q2: 7,427 shares 7,427 $738K 0.05% -275 Timeline SPTS 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: 45,858 shares; 2024Q4: 36,174 shares; 2025Q1: 227,612 shares; 2025Q2: 33,342 shares; 2025Q3: 32,175 shares; 2025Q4: 25,299 shares; 2026Q1: 26,698 shares; 2026Q2: 25,057 shares 25,057 $727K 0.05% -1,641 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,762 shares; 2026Q1: 4,969 shares; 2026Q2: 5,133 shares 5,133 $718K 0.05% +164 Timeline QBF 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: 46,748 shares; 2025Q3: 39,345 shares; 2025Q4: 41,899 shares; 2026Q1: 49,395 shares; 2026Q2: 48,861 shares 48,861 $718K 0.05% -534 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,108 shares; 2025Q1: 10,579 shares; 2025Q2: 11,825 shares; 2025Q3: 12,944 shares; 2025Q4: 12,390 shares; 2026Q1: 12,943 shares; 2026Q2: 13,397 shares 13,397 $714K 0.05% +454 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,920 shares; 2024Q4: 7,837 shares; 2025Q1: 8,047 shares; 2025Q2: 7,765 shares; 2025Q3: 7,231 shares; 2025Q4: 6,918 shares; 2026Q1: 6,649 shares; 2026Q2: 6,962 shares 6,962 $711K 0.05% +313 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,729 shares; 2024Q4: 23,716 shares; 2025Q1: 21,234 shares; 2025Q2: 21,240 shares; 2025Q3: 21,237 shares; 2025Q4: 21,216 shares; 2026Q1: 23,353 shares; 2026Q2: 22,247 shares 22,247 $711K 0.05% -1,106 Timeline DDSQ 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: 33,443 shares; 2026Q2: 33,733 shares 33,733 $711K 0.05% +290 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: 5,341 shares; 2025Q4: 5,620 shares; 2026Q1: 5,969 shares; 2026Q2: 6,660 shares 6,660 $709K 0.05% +691 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,869 shares; 2024Q4: 11,347 shares; 2025Q1: 6,233 shares; 2025Q2: 9,460 shares; 2025Q3: 9,397 shares; 2025Q4: 11,413 shares; 2026Q1: 11,274 shares; 2026Q2: 8,580 shares 8,580 $704K 0.05% -2,694 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; 2024Q3: 2,043 shares; 2024Q4: 2,033 shares; 2025Q1: 1,935 shares; 2025Q2: 1,785 shares; 2025Q3: 1,795 shares; 2025Q4: 1,786 shares; 2026Q1: 2,071 shares; 2026Q2: 2,104 shares 2,104 $704K 0.05% +33 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,440 shares; 2025Q1: 1,436 shares; 2025Q2: 810 shares; 2025Q3: 746 shares; 2025Q4: 1,200 shares; 2026Q1: 1,117 shares; 2026Q2: 1,105 shares 1,105 $701K 0.05% -12 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 80,000 shares 80,000 $700K 0.05% new Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,500 shares; 2026Q1: 32,512 shares; 2026Q2: 30,259 shares 30,259 $694K 0.04% -2,253 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,800 shares; 2024Q4: 48,700 shares; 2025Q1: 48,700 shares; 2025Q2: 47,800 shares; 2025Q3: 46,600 shares; 2025Q4: 44,800 shares; 2026Q1: 44,800 shares; 2026Q2: 38,600 shares 38,600 $691K 0.04% -6,200 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,351 shares; 2025Q2: 10,346 shares; 2025Q3: 11,446 shares; 2025Q4: 11,756 shares; 2026Q1: 13,706 shares; 2026Q2: 13,176 shares 13,176 $690K 0.04% -530 Timeline ACWX 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: 8,996 shares 8,996 $685K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 2,238 shares 2,238 $675K 0.04% +2,070 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,754 shares; 2025Q1: 4,184 shares; 2025Q2: 4,205 shares; 2025Q3: 4,295 shares; 2025Q4: 3,497 shares; 2026Q1: 3,523 shares; 2026Q2: 3,753 shares 3,753 $674K 0.04% +230 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,265 shares; 2025Q1: 8,265 shares; 2025Q2: 8,500 shares; 2025Q3: 8,675 shares; 2025Q4: 9,675 shares; 2026Q1: 15,025 shares; 2026Q2: 14,790 shares 14,790 $667K 0.04% -235 Timeline USSG 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: 17,078 shares; 2024Q4: 15,564 shares; 2025Q1: 15,564 shares; 2025Q2: 15,442 shares; 2025Q3: 15,442 shares; 2025Q4: 15,442 shares; 2026Q1: 13,723 shares; 2026Q2: 9,550 shares 9,550 $663K 0.04% -4,173 Timeline SCMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares; 2025Q4: 20,764 shares; 2026Q1: 22,415 shares; 2026Q2: 25,515 shares 25,515 $659K 0.04% +3,100 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: 2,068 shares; 2024Q4: 2,076 shares; 2025Q1: 2,158 shares; 2025Q2: 2,048 shares; 2025Q3: 2,438 shares; 2025Q4: 1,847 shares; 2026Q1: 1,887 shares; 2026Q2: 1,812 shares 1,812 $656K 0.04% -75 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,641 shares; 2024Q4: 10,641 shares; 2025Q1: 11,515 shares; 2025Q2: 11,683 shares; 2025Q3: 11,341 shares; 2025Q4: 11,856 shares; 2026Q1: 11,923 shares; 2026Q2: 11,936 shares 11,936 $651K 0.04% +13 Timeline DNOV 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: 33,620 shares; 2024Q4: 11,632 shares; 2025Q1: 11,897 shares; 2025Q2: 11,527 shares; 2025Q3: 11,212 shares; 2025Q4: 10,954 shares; 2026Q1: 12,809 shares; 2026Q2: 12,669 shares 12,669 $651K 0.04% -140 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,704 shares; 2025Q1: 6,796 shares; 2025Q2: 7,900 shares; 2025Q3: 7,722 shares; 2025Q4: 13,469 shares; 2026Q1: 13,540 shares; 2026Q2: 12,881 shares 12,881 $649K 0.04% -659 Timeline IYZ 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: 59,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,187 shares; 2025Q4: 25,451 shares; 2026Q1: 19,611 shares; 2026Q2: 15,307 shares 15,307 $648K 0.04% -4,304 Timeline POWR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,108 shares 23,108 $646K 0.04% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 1,865 shares; 2025Q2: 2,042 shares; 2025Q3: 1,770 shares; 2025Q4: 1,918 shares; 2026Q1: 2,086 shares; 2026Q2: 1,777 shares 1,777 $645K 0.04% -309 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,311 shares; 2024Q4: 32,285 shares; 2025Q1: 31,805 shares; 2025Q2: 30,401 shares; 2025Q3: 23,114 shares; 2025Q4: 18,020 shares; 2026Q1: 18,504 shares; 2026Q2: 18,615 shares 18,615 $644K 0.04% +111 Timeline DFEB 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: 16,885 shares; 2024Q4: 16,885 shares; 2025Q1: 16,785 shares; 2025Q2: 15,044 shares; 2025Q3: 14,477 shares; 2025Q4: 14,477 shares; 2026Q1: 14,489 shares; 2026Q2: 12,644 shares 12,644 $638K 0.04% -1,845 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,968 shares 5,968 $638K 0.04% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 787 shares; 2026Q1: 1,018 shares; 2026Q2: 992 shares 992 $636K 0.04% -26 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,145 shares; 2025Q3: 6,440 shares; 2025Q4: 6,555 shares; 2026Q1: 6,568 shares; 2026Q2: 6,503 shares 6,503 $631K 0.04% -65 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,700 shares; 2025Q3: 8,901 shares; 2025Q4: 17,260 shares; 2026Q1: 22,283 shares; 2026Q2: 20,658 shares 20,658 $631K 0.04% -1,625 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: 4,574 shares; 2024Q4: 5,001 shares; 2025Q1: 5,279 shares; 2025Q2: 6,573 shares; 2025Q3: 6,345 shares; 2025Q4: 6,176 shares; 2026Q1: 4,991 shares; 2026Q2: 5,321 shares 5,321 $626K 0.04% +330 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,266 shares; 2025Q1: 2,448 shares; 2025Q2: 3,270 shares; 2025Q3: 3,591 shares; 2025Q4: 2,871 shares; 2026Q1: 2,452 shares; 2026Q2: 3,053 shares 3,053 $626K 0.04% +601 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: 6,225 shares; 2025Q2: 9,464 shares; 2025Q3: 11,167 shares; 2025Q4: 11,431 shares; 2026Q1: 11,911 shares; 2026Q2: 12,173 shares 12,173 $621K 0.04% +262 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 5,013 shares; 2025Q1: 4,226 shares; 2025Q2: 3,930 shares; 2025Q3: 4,168 shares; 2025Q4: 4,126 shares; 2026Q1: 4,526 shares; 2026Q2: 4,296 shares 4,296 $621K 0.04% -230 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: 70,746 shares; 2024Q4: 32,286 shares; 2025Q1: 18,666 shares; 2025Q2: 18,806 shares; 2025Q3: 22,726 shares; 2025Q4: 20,231 shares; 2026Q1: 17,331 shares; 2026Q2: 17,621 shares 17,621 $601K 0.04% +290 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551 shares; 2024Q4: 1,582 shares; 2025Q1: 1,572 shares; 2025Q2: 1,655 shares; 2025Q3: 2,462 shares; 2025Q4: 1,664 shares; 2026Q1: 1,539 shares; 2026Q2: 1,507 shares 1,507 $599K 0.04% -32 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,009 shares; 2025Q1: 1,192 shares; 2025Q2: 1,188 shares; 2025Q3: 1,361 shares; 2025Q4: 1,385 shares; 2026Q1: 2,007 shares; 2026Q2: 2,117 shares 2,117 $595K 0.04% +110 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS 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: 15,800 shares; 2026Q2: 22,980 shares 22,980 $594K 0.04% +7,180 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,826 shares; 2026Q1: 5,339 shares; 2026Q2: 5,963 shares 5,963 $594K 0.04% +624 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,322 shares; 2025Q1: 2,190 shares; 2025Q2: 2,465 shares; 2025Q3: 2,375 shares; 2025Q4: 2,364 shares; 2026Q1: 2,317 shares; 2026Q2: 2,180 shares 2,180 $589K 0.04% -137 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: 5,316 shares; 2024Q4: 8,291 shares; 2025Q1: 10,891 shares; 2025Q2: 10,891 shares; 2025Q3: 10,741 shares; 2025Q4: 10,741 shares; 2026Q1: 10,741 shares; 2026Q2: 10,741 shares 10,741 $585K 0.04% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP 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: 27,346 shares; 2025Q4: 27,346 shares; 2026Q1: 27,346 shares; 2026Q2: 27,485 shares 27,485 $583K 0.04% +139 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 5,006 shares; 2025Q3: 5,312 shares; 2025Q4: 5,327 shares; 2026Q1: 6,248 shares; 2026Q2: 6,305 shares 6,305 $581K 0.04% +57 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,475 shares; 2026Q1: 24,835 shares; 2026Q2: 24,308 shares 24,308 $580K 0.04% -527 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 444 shares; 2025Q1: 585 shares; 2025Q2: 606 shares; 2025Q3: 589 shares; 2025Q4: 667 shares; 2026Q1: 647 shares; 2026Q2: 591 shares 591 $568K 0.04% -56 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; 2024Q3: 12,441 shares; 2024Q4: 12,507 shares; 2025Q1: 12,335 shares; 2025Q2: 12,153 shares; 2025Q3: 12,287 shares; 2025Q4: 12,726 shares; 2026Q1: 12,730 shares; 2026Q2: 12,596 shares 12,596 $568K 0.04% -134 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,737 shares; 2024Q4: 4,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,009 shares; 2025Q3: 5,269 shares; 2025Q4: 5,133 shares; 2026Q1: 5,645 shares; 2026Q2: 6,262 shares 6,262 $568K 0.04% +617 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: 35,013 shares; 2024Q4: 33,223 shares; 2025Q1: 7,628 shares; 2025Q2: 5,033 shares; 2025Q3: 7,275 shares; 2025Q4: 15,736 shares; 2026Q1: 12,116 shares; 2026Q2: 11,354 shares 11,354 $560K 0.04% -762 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: not reported; 2025Q2: 19,401 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares; 2026Q1: 21,954 shares; 2026Q2: 21,528 shares 21,528 $559K 0.04% -426 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 1,777 shares; 2025Q1: 2,716 shares; 2025Q2: 1,216 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,276 shares; 2026Q2: 6,361 shares 6,361 $559K 0.04% +5,085 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,868 shares; 2024Q4: 8,696 shares; 2025Q1: not reported; 2025Q2: 5,265 shares; 2025Q3: 6,166 shares; 2025Q4: 10,887 shares; 2026Q1: 11,370 shares; 2026Q2: 11,049 shares 11,049 $559K 0.04% -321 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,366 shares; 2024Q4: 22,546 shares; 2025Q1: 23,588 shares; 2025Q2: 24,567 shares; 2025Q3: 25,212 shares; 2025Q4: 17,677 shares; 2026Q1: 15,756 shares; 2026Q2: 12,534 shares 12,534 $557K 0.04% -3,222 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,258 shares; 2024Q4: 73,934 shares; 2025Q1: 67,392 shares; 2025Q2: 62,834 shares; 2025Q3: 62,834 shares; 2025Q4: 60,834 shares; 2026Q1: 58,334 shares; 2026Q2: 51,624 shares 51,624 $557K 0.04% -6,710 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD 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: 31,512 shares; 2025Q4: 31,934 shares; 2026Q1: 33,764 shares; 2026Q2: 53,095 shares 53,095 $557K 0.04% +19,331 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,084 shares; 2024Q4: 4,366 shares; 2025Q1: 19,381 shares; 2025Q2: 14,335 shares; 2025Q3: 6,569 shares; 2025Q4: 7,222 shares; 2026Q1: 7,147 shares; 2026Q2: 5,884 shares 5,884 $556K 0.04% -1,263 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,700 shares; 2024Q4: 23,700 shares; 2025Q1: 23,400 shares; 2025Q2: 23,200 shares; 2025Q3: 23,100 shares; 2025Q4: 22,600 shares; 2026Q1: 19,200 shares; 2026Q2: 18,925 shares 18,925 $555K 0.04% -275 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,404 shares; 2024Q4: 2,655 shares; 2025Q1: 2,077 shares; 2025Q2: 1,789 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,848 shares; 2026Q2: 1,943 shares 1,943 $551K 0.04% +95 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,890 shares; 2025Q4: 5,809 shares; 2026Q1: 12,591 shares; 2026Q2: 11,367 shares 11,367 $550K 0.04% -1,224 Timeline ARKK 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: 14,451 shares; 2024Q4: 10,594 shares; 2025Q1: 10,013 shares; 2025Q2: 9,953 shares; 2025Q3: 9,630 shares; 2025Q4: 7,996 shares; 2026Q1: 6,956 shares; 2026Q2: 6,782 shares 6,782 $548K 0.04% -174 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,180 shares; 2024Q4: 13,299 shares; 2025Q1: 13,826 shares; 2025Q2: 13,248 shares; 2025Q3: 12,923 shares; 2025Q4: 11,012 shares; 2026Q1: 10,453 shares; 2026Q2: 10,895 shares 10,895 $544K 0.03% +442 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,807 shares; 2024Q4: 104,857 shares; 2025Q1: 104,857 shares; 2025Q2: 104,857 shares; 2025Q3: 104,857 shares; 2025Q4: 99,807 shares; 2026Q1: 99,807 shares; 2026Q2: 93,252 shares 93,252 $542K 0.03% -6,555 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,917 shares; 2025Q1: 3,376 shares; 2025Q2: 3,359 shares; 2025Q3: 2,709 shares; 2025Q4: 2,541 shares; 2026Q1: 2,403 shares; 2026Q2: 1,718 shares 1,718 $541K 0.03% -685 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 473 shares 473 $536K 0.03% new Timeline ZJUN 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: 19,537 shares 19,537 $535K 0.03% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $534K 0.03% 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: not reported; 2025Q3: 14,813 shares; 2025Q4: 21,516 shares; 2026Q1: 21,051 shares; 2026Q2: 20,221 shares 20,221 $534K 0.03% -830 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,154 shares; 2025Q3: 9,254 shares; 2025Q4: 12,426 shares; 2026Q1: 14,305 shares; 2026Q2: 14,498 shares 14,498 $533K 0.03% +193 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,169 shares; 2024Q4: 155,568 shares; 2025Q1: 7,480 shares; 2025Q2: 39,279 shares; 2025Q3: 5,990 shares; 2025Q4: 5,542 shares; 2026Q1: 5,484 shares; 2026Q2: 5,206 shares 5,206 $532K 0.03% -278 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 2,940 shares; 2026Q1: 3,830 shares; 2026Q2: 7,312 shares 7,312 $525K 0.03% +3,482 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,113 shares; 2026Q2: 3,800 shares 3,800 $522K 0.03% +687 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 581 shares; 2025Q3: 509 shares; 2025Q4: 546 shares; 2026Q1: 501 shares; 2026Q2: 511 shares 511 $517K 0.03% +10 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,227 shares; 2025Q1: 2,217 shares; 2025Q2: 2,217 shares; 2025Q3: 2,217 shares; 2025Q4: 2,214 shares; 2026Q1: 2,012 shares; 2026Q2: 2,131 shares 2,131 $517K 0.03% +119 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,369 shares; 2025Q3: 13,978 shares; 2025Q4: 15,136 shares; 2026Q1: 21,005 shares; 2026Q2: 24,777 shares 24,777 $514K 0.03% +3,772 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,990 shares 13,990 $512K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: 2,652 shares; 2025Q1: 3,099 shares; 2025Q2: 3,171 shares; 2025Q3: 3,112 shares; 2025Q4: 2,784 shares; 2026Q1: 2,978 shares; 2026Q2: 2,741 shares 2,741 $507K 0.03% -237 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,411 shares; 2025Q2: 24,841 shares; 2025Q3: 11,390 shares; 2025Q4: 11,390 shares; 2026Q1: 11,390 shares; 2026Q2: 11,552 shares 11,552 $505K 0.03% +162 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,898 shares; 2025Q3: 1,963 shares; 2025Q4: 2,116 shares; 2026Q1: 2,305 shares; 2026Q2: 2,262 shares 2,262 $504K 0.03% -43 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,892 shares; 2024Q4: 4,672 shares; 2025Q1: 5,025 shares; 2025Q2: 7,298 shares; 2025Q3: 8,598 shares; 2025Q4: 7,001 shares; 2026Q1: 7,883 shares; 2026Q2: 6,958 shares 6,958 $502K 0.03% -925 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: 17,032 shares; 2024Q4: 14,052 shares; 2025Q1: 14,001 shares; 2025Q2: 13,245 shares; 2025Q3: 8,349 shares; 2025Q4: 8,263 shares; 2026Q1: 5,204 shares; 2026Q2: 3,063 shares 3,063 $501K 0.03% -2,141 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,729 shares; 2025Q3: 4,016 shares; 2025Q4: 4,771 shares; 2026Q1: 5,099 shares; 2026Q2: 5,045 shares 5,045 $501K 0.03% -54 Timeline JPIB 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: 13,199 shares; 2025Q4: 17,805 shares; 2026Q1: 14,293 shares; 2026Q2: 10,332 shares 10,332 $500K 0.03% -3,961 Timeline DJAN 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: 74,906 shares; 2024Q4: 55,696 shares; 2025Q1: 54,494 shares; 2025Q2: 54,639 shares; 2025Q3: 35,709 shares; 2025Q4: 5,459 shares; 2026Q1: 6,704 shares; 2026Q2: 10,947 shares 10,947 $498K 0.03% +4,243 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 3,316 shares; 2025Q1: 3,106 shares; 2025Q2: 2,939 shares; 2025Q3: 3,525 shares; 2025Q4: 3,905 shares; 2026Q1: 3,211 shares; 2026Q2: 3,046 shares 3,046 $498K 0.03% -165 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: not reported; 2025Q4: not reported; 2026Q1: 6,825 shares; 2026Q2: 12,675 shares 12,675 $497K 0.03% +5,850 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,957 shares; 2026Q2: 8,852 shares 8,852 $496K 0.03% +2,895 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,888 shares; 2026Q1: 25,888 shares; 2026Q2: 25,888 shares 25,888 $495K 0.03% 0 Timeline MJUN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,268 shares 15,268 $494K 0.03% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,463 shares; 2025Q2: 12,274 shares; 2025Q3: 12,188 shares; 2025Q4: 10,929 shares; 2026Q1: 10,526 shares; 2026Q2: 10,477 shares 10,477 $492K 0.03% -49 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,354 shares; 2025Q1: 1,480 shares; 2025Q2: 1,607 shares; 2025Q3: 1,663 shares; 2025Q4: 1,743 shares; 2026Q1: 1,661 shares; 2026Q2: 1,568 shares 1,568 $491K 0.03% -93 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,862 shares; 2024Q4: 5,495 shares; 2025Q1: 4,074 shares; 2025Q2: 2,664 shares; 2025Q3: 2,047 shares; 2025Q4: 1,958 shares; 2026Q1: 1,982 shares; 2026Q2: 1,982 shares 1,982 $491K 0.03% 0 Timeline AUGM 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: 17,532 shares; 2024Q4: 36,992 shares; 2025Q1: 42,242 shares; 2025Q2: 21,007 shares; 2025Q3: 15,157 shares; 2025Q4: 17,022 shares; 2026Q1: 14,627 shares; 2026Q2: 13,927 shares 13,927 $488K 0.03% -700 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,334 shares; 2026Q1: 6,194 shares; 2026Q2: 6,275 shares 6,275 $488K 0.03% +81 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,806 shares; 2026Q2: 1,430 shares 1,430 $488K 0.03% -2,376 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,151 shares; 2026Q2: 4,833 shares 4,833 $480K 0.03% +682 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,507 shares; 2025Q3: 21,385 shares; 2025Q4: 4,630 shares; 2026Q1: 4,358 shares; 2026Q2: 4,775 shares 4,775 $479K 0.03% +417 Timeline SPGM 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: 5,577 shares 5,577 $478K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,774 shares; 2025Q1: 12,022 shares; 2025Q2: 18,321 shares; 2025Q3: 22,624 shares; 2025Q4: 23,746 shares; 2026Q1: 14,837 shares; 2026Q2: 14,341 shares 14,341 $477K 0.03% -496 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,548 shares; 2024Q4: 2,769 shares; 2025Q1: 2,999 shares; 2025Q2: 5,385 shares; 2025Q3: 5,379 shares; 2025Q4: 4,972 shares; 2026Q1: 6,477 shares; 2026Q2: 5,448 shares 5,448 $472K 0.03% -1,029 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,414 shares 7,414 $464K 0.03% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 5,090 shares; 2025Q1: 4,909 shares; 2025Q2: 3,418 shares; 2025Q3: 3,663 shares; 2025Q4: 3,537 shares; 2026Q1: 3,873 shares; 2026Q2: 4,110 shares 4,110 $461K 0.03% +237 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,239 shares; 2024Q4: 36,188 shares; 2025Q1: 26,764 shares; 2025Q2: 21,784 shares; 2025Q3: 21,418 shares; 2025Q4: 21,913 shares; 2026Q1: 13,593 shares; 2026Q2: 5,303 shares 5,303 $458K 0.03% -8,290 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,355 shares; 2025Q1: 2,441 shares; 2025Q2: 2,346 shares; 2025Q3: 2,978 shares; 2025Q4: 3,519 shares; 2026Q1: 3,482 shares; 2026Q2: 3,596 shares 3,596 $455K 0.03% +114 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 142 shares; 2025Q3: 154 shares; 2025Q4: 205 shares; 2026Q1: 290 shares; 2026Q2: 266 shares 266 $452K 0.03% -24 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,338 shares; 2024Q4: 21,472 shares; 2025Q1: 21,486 shares; 2025Q2: 22,450 shares; 2025Q3: 15,353 shares; 2025Q4: 10,564 shares; 2026Q1: 10,392 shares; 2026Q2: 10,342 shares 10,342 $451K 0.03% -50 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,854 shares; 2024Q4: 30,375 shares; 2025Q1: 28,447 shares; 2025Q2: 26,607 shares; 2025Q3: 16,751 shares; 2025Q4: 5,825 shares; 2026Q1: 5,038 shares; 2026Q2: 4,684 shares 4,684 $448K 0.03% -354 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,318 shares; 2025Q1: not reported; 2025Q2: 2,498 shares; 2025Q3: 3,920 shares; 2025Q4: 4,678 shares; 2026Q1: 4,975 shares; 2026Q2: 4,810 shares 4,810 $444K 0.03% -165 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 11,828 shares; 2025Q4: 18,322 shares; 2026Q1: 37,991 shares; 2026Q2: 37,787 shares 37,787 $444K 0.03% -204 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,241 shares; 2024Q4: 2,154 shares; 2025Q1: 2,465 shares; 2025Q2: 2,552 shares; 2025Q3: 2,616 shares; 2025Q4: 2,582 shares; 2026Q1: 2,105 shares; 2026Q2: 2,117 shares 2,117 $443K 0.03% +12 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,094 shares; 2024Q4: 2,367 shares; 2025Q1: 2,336 shares; 2025Q2: 2,285 shares; 2025Q3: 2,247 shares; 2025Q4: 2,448 shares; 2026Q1: 2,426 shares; 2026Q2: 2,478 shares 2,478 $443K 0.03% +52 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,960 shares; 2026Q1: 14,520 shares; 2026Q2: 14,520 shares 14,520 $439K 0.03% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,058 shares; 2024Q4: 9,158 shares; 2025Q1: 11,881 shares; 2025Q2: 14,409 shares; 2025Q3: 14,564 shares; 2025Q4: 11,161 shares; 2026Q1: 12,904 shares; 2026Q2: 13,021 shares 13,021 $434K 0.03% +117 Timeline SMAX 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: 15,357 shares; 2026Q2: 15,357 shares 15,357 $428K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,589 shares; 2026Q1: 1,670 shares; 2026Q2: 1,672 shares 1,672 $427K 0.03% +2 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 4,124 shares; 2025Q3: 3,984 shares; 2025Q4: 3,932 shares; 2026Q1: 3,073 shares; 2026Q2: 2,308 shares 2,308 $427K 0.03% -765 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,262 shares; 2025Q2: 1,494 shares; 2025Q3: 2,971 shares; 2025Q4: 2,740 shares; 2026Q1: 2,838 shares; 2026Q2: 2,717 shares 2,717 $426K 0.03% -121 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: 13,388 shares; 2024Q4: 12,348 shares; 2025Q1: 12,435 shares; 2025Q2: 12,442 shares; 2025Q3: 9,270 shares; 2025Q4: 5,647 shares; 2026Q1: 6,119 shares; 2026Q2: 8,331 shares 8,331 $421K 0.03% +2,212 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares; 2026Q1: 9,083 shares; 2026Q2: 7,849 shares 7,849 $413K 0.03% -1,234 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,147 shares; 2024Q4: 2,155 shares; 2025Q1: 2,111 shares; 2025Q2: 1,920 shares; 2025Q3: 1,893 shares; 2025Q4: 1,742 shares; 2026Q1: 1,726 shares; 2026Q2: 1,730 shares 1,730 $412K 0.03% +4 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,056 shares 20,056 $412K 0.03% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,594 shares; 2024Q4: 7,604 shares; 2025Q1: 16,174 shares; 2025Q2: 15,266 shares; 2025Q3: 12,250 shares; 2025Q4: 8,844 shares; 2026Q1: 8,204 shares; 2026Q2: 7,767 shares 7,767 $409K 0.03% -437 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,938 shares; 2024Q4: 16,855 shares; 2025Q1: 14,577 shares; 2025Q2: 13,327 shares; 2025Q3: 11,238 shares; 2025Q4: 10,376 shares; 2026Q1: 9,160 shares; 2026Q2: 8,234 shares 8,234 $407K 0.03% -926 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,636 shares; 2025Q3: 41,809 shares; 2025Q4: 5,020 shares; 2026Q1: 5,705 shares; 2026Q2: 3,993 shares 3,993 $406K 0.03% -1,712 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,200 shares; 2025Q2: 29,420 shares; 2025Q3: 29,645 shares; 2025Q4: 30,045 shares; 2026Q1: 36,159 shares; 2026Q2: 35,209 shares 35,209 $403K 0.03% -950 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 10,519 shares; 2025Q1: 8,836 shares; 2025Q2: 6,587 shares; 2025Q3: 3,824 shares; 2025Q4: 2,680 shares; 2026Q1: 4,404 shares; 2026Q2: 3,999 shares 3,999 $403K 0.03% -405 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,001 shares 8,001 $403K 0.03% new Timeline DVLU 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: 7,100 shares; 2026Q2: 10,100 shares 10,100 $401K 0.03% +3,000 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU 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: 36,457 shares 36,457 $398K 0.03% new Timeline IXC 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: 6,121 shares; 2026Q2: 8,088 shares 8,088 $397K 0.03% +1,967 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,544 shares; 2026Q1: 3,386 shares; 2026Q2: 3,501 shares 3,501 $395K 0.03% +115 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 8,053 shares; 2025Q1: 8,012 shares; 2025Q2: 7,451 shares; 2025Q3: 7,086 shares; 2025Q4: 5,868 shares; 2026Q1: 5,802 shares; 2026Q2: 5,822 shares 5,822 $392K 0.03% +20 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,714 shares; 2026Q2: 15,621 shares 15,621 $391K 0.03% -88,093 Timeline ZMAR 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: 13,982 shares; 2026Q2: 13,840 shares 13,840 $390K 0.03% -142 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,226 shares; 2025Q1: 18,726 shares; 2025Q2: 22,231 shares; 2025Q3: 23,331 shares; 2025Q4: 22,472 shares; 2026Q1: 23,007 shares; 2026Q2: 23,320 shares 23,320 $389K 0.03% +313 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 658 shares; 2025Q1: 928 shares; 2025Q2: 1,334 shares; 2025Q3: 1,086 shares; 2025Q4: 2,529 shares; 2026Q1: 2,760 shares; 2026Q2: 3,085 shares 3,085 $384K 0.02% +325 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,959 shares; 2026Q1: 16,956 shares; 2026Q2: 7,318 shares 7,318 $383K 0.02% -9,638 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,318 shares; 2025Q2: 2,278 shares; 2025Q3: 2,598 shares; 2025Q4: 2,849 shares; 2026Q1: 2,816 shares; 2026Q2: 2,790 shares 2,790 $382K 0.02% -26 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 2,002 shares; 2025Q1: 2,521 shares; 2025Q2: 1,699 shares; 2025Q3: 1,258 shares; 2025Q4: 1,864 shares; 2026Q1: 2,027 shares; 2026Q2: 1,571 shares 1,571 $382K 0.02% -456 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,641 shares; 2025Q1: 3,241 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,245 shares; 2026Q1: 3,245 shares; 2026Q2: 3,245 shares 3,245 $380K 0.02% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,153 shares; 2025Q1: 2,103 shares; 2025Q2: 2,108 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $377K 0.02% 0 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: 31,506 shares; 2024Q4: 35,134 shares; 2025Q1: 30,997 shares; 2025Q2: 33,449 shares; 2025Q3: 31,613 shares; 2025Q4: 7,628 shares; 2026Q1: 7,254 shares; 2026Q2: 7,384 shares 7,384 $373K 0.02% +130 Timeline JELH JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,686 shares 14,686 $372K 0.02% new Timeline ICVT 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: 3,036 shares; 2026Q2: 3,048 shares 3,048 $371K 0.02% +12 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 935 shares 935 $369K 0.02% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,419 shares; 2024Q4: 4,409 shares; 2025Q1: 4,640 shares; 2025Q2: 4,544 shares; 2025Q3: 4,586 shares; 2025Q4: 4,868 shares; 2026Q1: 5,031 shares; 2026Q2: 5,231 shares 5,231 $364K 0.02% +200 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,839 shares; 2024Q4: 5,328 shares; 2025Q1: 5,123 shares; 2025Q2: not reported; 2025Q3: 4,210 shares; 2025Q4: 5,452 shares; 2026Q1: 5,942 shares; 2026Q2: 7,496 shares 7,496 $364K 0.02% +1,554 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,283 shares; 2024Q4: 26,442 shares; 2025Q1: 24,727 shares; 2025Q2: 23,379 shares; 2025Q3: 17,061 shares; 2025Q4: 5,140 shares; 2026Q1: 4,416 shares; 2026Q2: 4,346 shares 4,346 $361K 0.02% -70 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,222 shares; 2025Q4: 5,662 shares; 2026Q1: 5,222 shares; 2026Q2: 8,548 shares 8,548 $361K 0.02% +3,326 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 3,181 shares; 2026Q2: 2,878 shares 2,878 $360K 0.02% -303 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,544 shares; 2025Q4: 4,906 shares; 2026Q1: 6,285 shares; 2026Q2: 6,871 shares 6,871 $360K 0.02% +586 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 979 shares; 2025Q3: 1,190 shares; 2025Q4: 1,500 shares; 2026Q1: 1,868 shares; 2026Q2: 2,127 shares 2,127 $357K 0.02% +259 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,437 shares; 2024Q4: 4,135 shares; 2025Q1: 3,901 shares; 2025Q2: 3,930 shares; 2025Q3: 3,619 shares; 2025Q4: 3,446 shares; 2026Q1: 3,308 shares; 2026Q2: 6,350 shares 6,350 $357K 0.02% +3,042 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: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares; 2026Q2: 11,960 shares 11,960 $355K 0.02% +1,360 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,627 shares 6,627 $355K 0.02% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,237 shares; 2025Q4: 12,047 shares; 2026Q1: 12,052 shares; 2026Q2: 11,785 shares 11,785 $354K 0.02% -267 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,077 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,184 shares; 2026Q2: 15,223 shares 15,223 $351K 0.02% +3,039 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS 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: 826 shares; 2025Q4: 1,117 shares; 2026Q1: 1,281 shares; 2026Q2: 1,205 shares 1,205 $350K 0.02% -76 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,856 shares 3,856 $349K 0.02% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,034 shares; 2024Q4: 10,158 shares; 2025Q1: 13,222 shares; 2025Q2: 13,122 shares; 2025Q3: 12,348 shares; 2025Q4: 11,603 shares; 2026Q1: 12,621 shares; 2026Q2: 12,755 shares 12,755 $349K 0.02% +134 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797 shares; 2024Q4: 832 shares; 2025Q1: 1,004 shares; 2025Q2: 912 shares; 2025Q3: 850 shares; 2025Q4: 832 shares; 2026Q1: 880 shares; 2026Q2: 772 shares 772 $348K 0.02% -108 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 7,553 shares; 2025Q4: 13,820 shares; 2026Q1: 14,864 shares; 2026Q2: 13,763 shares 13,763 $348K 0.02% -1,101 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,282 shares; 2026Q2: 2,965 shares 2,965 $344K 0.02% +683 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares; 2026Q1: 18,261 shares; 2026Q2: 12,934 shares 12,934 $343K 0.02% -5,327 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,162 shares; 2024Q4: 8,418 shares; 2025Q1: 10,488 shares; 2025Q2: 12,609 shares; 2025Q3: not reported; 2025Q4: 11,590 shares; 2026Q1: 13,409 shares; 2026Q2: 11,752 shares 11,752 $340K 0.02% -1,657 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,315 shares; 2025Q1: 3,597 shares; 2025Q2: 3,583 shares; 2025Q3: 3,098 shares; 2025Q4: 2,973 shares; 2026Q1: 2,773 shares; 2026Q2: 2,827 shares 2,827 $334K 0.02% +54 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,524 shares 4,524 $334K 0.02% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,905 shares; 2024Q4: 8,647 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 3,747 shares; 2026Q1: 3,762 shares; 2026Q2: 4,667 shares 4,667 $334K 0.02% +905 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,630 shares; 2026Q2: 3,528 shares 3,528 $334K 0.02% -102 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares; 2026Q2: 1,118 shares 1,118 $333K 0.02% +6 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,125 shares; 2025Q2: 6,304 shares; 2025Q3: 6,945 shares; 2025Q4: 7,306 shares; 2026Q1: 6,789 shares; 2026Q2: 4,260 shares 4,260 $332K 0.02% -2,529 Timeline