DSEP 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: 21,462 shares; 2025Q1: 19,526 shares; 2025Q2: 14,836 shares; 2025Q3: 10,571 shares; 2025Q4: 12,436 shares; 2026Q1: 8,811 shares; 2026Q2: 6,986 shares 6,986 $331K 0.02% -1,825 Timeline DJUL 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: 24,740 shares; 2024Q4: 14,513 shares; 2025Q1: 12,060 shares; 2025Q2: 10,000 shares; 2025Q3: 7,810 shares; 2025Q4: 7,810 shares; 2026Q1: 6,610 shares; 2026Q2: 6,608 shares 6,608 $331K 0.02% -2 Timeline ARMK ARAMARK More: the full row for ARAMARK 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: 5,752 shares 5,752 $327K 0.02% new Timeline JELM 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: 12,924 shares 12,924 $327K 0.02% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,430 shares; 2025Q1: 5,715 shares; 2025Q2: 5,395 shares; 2025Q3: 5,385 shares; 2025Q4: 5,185 shares; 2026Q1: 6,285 shares; 2026Q2: 5,345 shares 5,345 $326K 0.02% -940 Timeline NURE 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: 8,776 shares; 2024Q4: 8,524 shares; 2025Q1: 8,524 shares; 2025Q2: 8,524 shares; 2025Q3: 8,524 shares; 2025Q4: not reported; 2026Q1: 10,043 shares; 2026Q2: 10,043 shares 10,043 $325K 0.02% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,475 shares; 2025Q2: 20,958 shares; 2025Q3: 27,789 shares; 2025Q4: 33,978 shares; 2026Q1: 23,082 shares; 2026Q2: 23,369 shares 23,369 $325K 0.02% +287 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,449 shares; 2024Q4: 16,420 shares; 2025Q1: 16,451 shares; 2025Q2: 16,550 shares; 2025Q3: 15,764 shares; 2025Q4: 14,373 shares; 2026Q1: 14,595 shares; 2026Q2: 14,751 shares 14,751 $324K 0.02% +156 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,624 shares; 2024Q4: 15,689 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,420 shares; 2025Q4: 5,411 shares; 2026Q1: 5,461 shares; 2026Q2: 5,461 shares 5,461 $322K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789 shares; 2024Q4: 782 shares; 2025Q1: 802 shares; 2025Q2: 764 shares; 2025Q3: 753 shares; 2025Q4: 626 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $322K 0.02% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 21,374 shares 21,374 $321K 0.02% new Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,313 shares 8,313 $320K 0.02% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,825 shares; 2025Q2: 5,908 shares; 2025Q3: 6,019 shares; 2025Q4: 6,521 shares; 2026Q1: 6,888 shares; 2026Q2: 4,032 shares 4,032 $319K 0.02% -2,856 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,854 shares; 2024Q4: 5,814 shares; 2025Q1: 5,778 shares; 2025Q2: 5,789 shares; 2025Q3: 5,673 shares; 2025Q4: 5,384 shares; 2026Q1: 5,425 shares; 2026Q2: 5,410 shares 5,410 $313K 0.02% -15 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,251 shares; 2024Q4: 3,427 shares; 2025Q1: 3,239 shares; 2025Q2: 3,570 shares; 2025Q3: 3,597 shares; 2025Q4: 3,583 shares; 2026Q1: 3,490 shares; 2026Q2: 3,522 shares 3,522 $312K 0.02% +32 Timeline ANGL 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: 108,038 shares; 2024Q4: 111,307 shares; 2025Q1: 8,173 shares; 2025Q2: not reported; 2025Q3: 7,436 shares; 2025Q4: 7,096 shares; 2026Q1: 11,010 shares; 2026Q2: 10,680 shares 10,680 $312K 0.02% -330 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 532 shares; 2026Q2: 552 shares 552 $309K 0.02% +20 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,487 shares; 2024Q4: 22,177 shares; 2025Q1: 21,127 shares; 2025Q2: 20,629 shares; 2025Q3: 28,294 shares; 2025Q4: 28,949 shares; 2026Q1: 28,689 shares; 2026Q2: 28,939 shares 28,939 $308K 0.02% +250 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 799 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares; 2026Q2: 1,049 shares 1,049 $305K 0.02% -27 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: not reported; 2025Q4: 3,763 shares; 2026Q1: 4,762 shares; 2026Q2: 4,168 shares 4,168 $304K 0.02% -594 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 634 shares 634 $303K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,817 shares; 2025Q3: 7,121 shares; 2025Q4: 2,239 shares; 2026Q1: 1,883 shares; 2026Q2: 2,062 shares 2,062 $301K 0.02% +179 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,681 shares; 2024Q4: 26,585 shares; 2025Q1: 25,638 shares; 2025Q2: 20,761 shares; 2025Q3: 16,134 shares; 2025Q4: 13,745 shares; 2026Q1: 19,511 shares; 2026Q2: 16,853 shares 16,853 $301K 0.02% -2,658 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 2,354 shares; 2026Q1: 2,511 shares; 2026Q2: 2,141 shares 2,141 $301K 0.02% -370 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,968 shares; 2025Q3: 15,838 shares; 2025Q4: 15,137 shares; 2026Q1: 22,615 shares; 2026Q2: 6,548 shares 6,548 $300K 0.02% -16,067 Timeline SPHY 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: 15,730 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,778 shares; 2026Q2: 12,783 shares 12,783 $300K 0.02% -79,995 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 3,070 shares; 2025Q4: 3,479 shares; 2026Q1: 3,635 shares; 2026Q2: 3,603 shares 3,603 $298K 0.02% -32 Timeline GSEP 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: 9,030 shares; 2026Q2: 7,239 shares 7,239 $297K 0.02% -1,791 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 15,100 shares; 2025Q1: 10,885 shares; 2025Q2: 1,174 shares; 2025Q3: 1,181 shares; 2025Q4: 1,183 shares; 2026Q1: 1,184 shares; 2026Q2: 1,186 shares 1,186 $296K 0.02% +2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,636 shares; 2026Q2: 1,669 shares 1,669 $294K 0.02% +33 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 6,364 shares 6,364 $292K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,205 shares; 2024Q4: 19,869 shares; 2025Q1: 15,168 shares; 2025Q2: 15,216 shares; 2025Q3: 14,711 shares; 2025Q4: 14,138 shares; 2026Q1: 13,103 shares; 2026Q2: 12,112 shares 12,112 $292K 0.02% -991 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 2,595 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,518 shares; 2025Q4: 2,283 shares; 2026Q1: 2,275 shares; 2026Q2: 2,641 shares 2,641 $291K 0.02% +366 Timeline SYSB 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: 3,176 shares; 2026Q2: 3,275 shares 3,275 $291K 0.02% +99 Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY 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: 3,285 shares 3,285 $290K 0.02% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,851 shares; 2024Q4: 8,143 shares; 2025Q1: 5,135 shares; 2025Q2: 5,713 shares; 2025Q3: 5,643 shares; 2025Q4: 5,601 shares; 2026Q1: 4,930 shares; 2026Q2: 4,191 shares 4,191 $290K 0.02% -739 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,188 shares; 2024Q4: 5,356 shares; 2025Q1: 4,151 shares; 2025Q2: 3,134 shares; 2025Q3: 2,419 shares; 2025Q4: 2,353 shares; 2026Q1: 2,356 shares; 2026Q2: 2,371 shares 2,371 $289K 0.02% +15 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,657 shares; 2024Q4: 51,454 shares; 2025Q1: 43,888 shares; 2025Q2: 41,119 shares; 2025Q3: 41,904 shares; 2025Q4: 12,355 shares; 2026Q1: 12,159 shares; 2026Q2: 11,619 shares 11,619 $289K 0.02% -540 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: not reported; 2026Q2: 2,950 shares 2,950 $285K 0.02% new Timeline ACII 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: 8,548 shares; 2026Q2: 11,164 shares 11,164 $284K 0.02% +2,616 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,730 shares; 2024Q4: 7,740 shares; 2025Q1: 7,740 shares; 2025Q2: 9,897 shares; 2025Q3: 8,927 shares; 2025Q4: 6,893 shares; 2026Q1: 6,451 shares; 2026Q2: 6,451 shares 6,451 $284K 0.02% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME 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: 21,958 shares; 2026Q2: 22,331 shares 22,331 $283K 0.02% +373 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 4,303 shares; 2025Q1: 5,623 shares; 2025Q2: 5,473 shares; 2025Q3: 5,418 shares; 2025Q4: 3,196 shares; 2026Q1: 3,200 shares; 2026Q2: 3,100 shares 3,100 $282K 0.02% -100 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,778 shares 3,778 $280K 0.02% new Timeline ARTY 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: 3,664 shares 3,664 $279K 0.02% new Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 4,630 shares; 2025Q4: not reported; 2026Q1: 6,317 shares; 2026Q2: 6,585 shares 6,585 $278K 0.02% +268 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 25,200 shares; 2025Q2: 26,480 shares; 2025Q3: 26,480 shares; 2025Q4: 26,780 shares; 2026Q1: 28,780 shares; 2026Q2: 29,280 shares 29,280 $275K 0.02% +500 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: 4,953 shares; 2026Q2: 5,225 shares 5,225 $274K 0.02% +272 Timeline OKLO OKLO INC More: the full row for OKLO 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: 2,978 shares; 2026Q1: not reported; 2026Q2: 5,232 shares 5,232 $274K 0.02% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 4,546 shares 4,546 $270K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,166 shares; 2025Q3: 1,377 shares; 2025Q4: 1,449 shares; 2026Q1: 1,647 shares; 2026Q2: 1,615 shares 1,615 $269K 0.02% -32 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,296 shares; 2025Q2: 2,165 shares; 2025Q3: 2,208 shares; 2025Q4: 2,224 shares; 2026Q1: 3,387 shares; 2026Q2: 3,386 shares 3,386 $269K 0.02% -1 Timeline ZJAN 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: 9,587 shares; 2026Q2: 9,587 shares 9,587 $268K 0.02% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 1,624 shares 1,624 $268K 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,112 shares; 2024Q4: 44,094 shares; 2025Q1: 50,758 shares; 2025Q2: 44,169 shares; 2025Q3: 17,520 shares; 2025Q4: 10,060 shares; 2026Q1: 7,028 shares; 2026Q2: 2,424 shares 2,424 $267K 0.02% -4,604 Timeline BKLN 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: 58,425 shares; 2024Q4: 52,925 shares; 2025Q1: 77,849 shares; 2025Q2: 92,048 shares; 2025Q3: 148,902 shares; 2025Q4: 132,160 shares; 2026Q1: 13,531 shares; 2026Q2: 13,025 shares 13,025 $265K 0.02% -506 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 3,640 shares; 2025Q1: 5,225 shares; 2025Q2: 2,427 shares; 2025Q3: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares; 2026Q2: 1,619 shares 1,619 $265K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,544 shares; 2026Q1: 1,747 shares; 2026Q2: 1,831 shares 1,831 $262K 0.02% +84 Timeline SMMV 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: 5,733 shares; 2026Q1: 5,524 shares; 2026Q2: 5,694 shares 5,694 $262K 0.02% +170 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 2,584 shares; 2025Q1: 1,656 shares; 2025Q2: 1,737 shares; 2025Q3: 1,693 shares; 2025Q4: 1,726 shares; 2026Q1: 1,723 shares; 2026Q2: 1,618 shares 1,618 $262K 0.02% -105 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 526 shares 526 $260K 0.02% new Timeline FJUL 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: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: not reported; 2026Q2: 4,368 shares 4,368 $260K 0.02% new Timeline GOCT 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: 13,878 shares; 2026Q1: 17,943 shares; 2026Q2: 6,245 shares 6,245 $259K 0.02% -11,698 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: 709 shares; 2026Q2: 766 shares 766 $259K 0.02% +57 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS 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: 3,292 shares 3,292 $258K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,501 shares; 2026Q1: 1,317 shares; 2026Q2: 1,255 shares 1,255 $252K 0.02% -62 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,669 shares; 2026Q2: 1,714 shares 1,714 $250K 0.02% +45 Timeline JCPB 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: 26,444 shares; 2024Q4: 22,094 shares; 2025Q1: 6,280 shares; 2025Q2: 6,280 shares; 2025Q3: 6,280 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares; 2026Q2: 5,330 shares 5,330 $250K 0.02% -950 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 4,248 shares; 2025Q1: 3,691 shares; 2025Q2: 3,561 shares; 2025Q3: 4,726 shares; 2025Q4: 5,258 shares; 2026Q1: 5,464 shares; 2026Q2: 5,460 shares 5,460 $249K 0.02% -4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257 shares 257 $248K 0.02% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,494 shares; 2025Q1: 4,254 shares; 2025Q2: 4,348 shares; 2025Q3: not reported; 2025Q4: 3,446 shares; 2026Q1: not reported; 2026Q2: 3,431 shares 3,431 $246K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,327 shares; 2025Q1: 2,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,813 shares 1,813 $246K 0.02% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $245K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 2,280 shares; 2025Q1: 2,405 shares; 2025Q2: 2,065 shares; 2025Q3: 1,675 shares; 2025Q4: 1,225 shares; 2026Q1: not reported; 2026Q2: 947 shares 947 $241K 0.02% new Timeline FT FRANKLIN UNVL TR More: the full row for FRANKLIN UNVL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,453 shares; 2024Q4: 26,453 shares; 2025Q1: 26,453 shares; 2025Q2: 29,453 shares; 2025Q3: 29,453 shares; 2025Q4: 29,455 shares; 2026Q1: 29,455 shares; 2026Q2: 29,455 shares 29,455 $238K 0.02% 0 Timeline DOCT 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: 5,305 shares; 2024Q4: 25,991 shares; 2025Q1: 24,898 shares; 2025Q2: 20,298 shares; 2025Q3: 10,508 shares; 2025Q4: 9,933 shares; 2026Q1: 6,058 shares; 2026Q2: 5,088 shares 5,088 $238K 0.02% -970 Timeline EES 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: 3,498 shares; 2026Q2: 3,498 shares 3,498 $237K 0.02% 0 Timeline FAUG 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: 113,600 shares; 2024Q4: 11,144 shares; 2025Q1: 5,333 shares; 2025Q2: 5,333 shares; 2025Q3: 4,489 shares; 2025Q4: 4,414 shares; 2026Q1: 4,164 shares; 2026Q2: 4,164 shares 4,164 $235K 0.02% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,408 shares; 2024Q4: 74,025 shares; 2025Q1: 73,765 shares; 2025Q2: 63,157 shares; 2025Q3: 33,143 shares; 2025Q4: 5,989 shares; 2026Q1: 5,645 shares; 2026Q2: 5,015 shares 5,015 $235K 0.02% -630 Timeline FAPR 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $234K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 795 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares; 2026Q2: 677 shares 677 $231K 0.01% -86 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 785 shares; 2025Q1: 822 shares; 2025Q2: 792 shares; 2025Q3: 754 shares; 2025Q4: 774 shares; 2026Q1: 832 shares; 2026Q2: 884 shares 884 $231K 0.01% +52 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,892 shares; 2026Q1: 4,892 shares; 2026Q2: 4,800 shares 4,800 $229K 0.01% -92 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 691 shares 691 $228K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 776 shares; 2025Q2: 3,028 shares; 2025Q3: 1,874 shares; 2025Q4: 1,390 shares; 2026Q1: 1,643 shares; 2026Q2: 1,969 shares 1,969 $225K 0.01% +326 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,285 shares 1,285 $224K 0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,829 shares; 2024Q4: 16,333 shares; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 2,391 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $222K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 627 shares 627 $222K 0.01% -23 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $221K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,368 shares; 2024Q4: 4,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,491 shares; 2026Q1: not reported; 2026Q2: 2,349 shares 2,349 $220K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,347 shares; 2025Q4: 1,347 shares; 2026Q1: 972 shares; 2026Q2: 922 shares 922 $219K 0.01% -50 Timeline IT GARTNER INC More: the full row for GARTNER 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: 1,950 shares; 2025Q4: 2,119 shares; 2026Q1: 2,291 shares; 2026Q2: 1,692 shares 1,692 $219K 0.01% -599 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 5,560 shares 5,560 $218K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,155 shares 12,155 $218K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 450 shares 450 $217K 0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,014 shares; 2024Q4: 26,925 shares; 2025Q1: 39,327 shares; 2025Q2: 45,009 shares; 2025Q3: 73,979 shares; 2025Q4: 63,396 shares; 2026Q1: 5,293 shares; 2026Q2: 5,382 shares 5,382 $217K 0.01% +89 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,183 shares 6,183 $215K 0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $215K 0.01% 0 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,545 shares; 2025Q2: 12,545 shares; 2025Q3: 12,845 shares; 2025Q4: 13,045 shares; 2026Q1: 13,045 shares; 2026Q2: 14,595 shares 14,595 $215K 0.01% +1,550 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,185 shares; 2025Q2: 1,260 shares; 2025Q3: 2,910 shares; 2025Q4: 1,863 shares; 2026Q1: 1,730 shares; 2026Q2: 1,700 shares 1,700 $214K 0.01% -30 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 960 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares; 2026Q2: 762 shares 762 $212K 0.01% -40 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,517 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,501 shares; 2026Q1: 5,501 shares; 2026Q2: 5,488 shares 5,488 $212K 0.01% -13 Timeline IMCG 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: 2,149 shares 2,149 $211K 0.01% new Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,839 shares; 2024Q4: 15,611 shares; 2025Q1: 15,725 shares; 2025Q2: 11,334 shares; 2025Q3: 10,113 shares; 2025Q4: 10,239 shares; 2026Q1: 10,045 shares; 2026Q2: 6,059 shares 6,059 $210K 0.01% -3,986 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 426 shares 426 $209K 0.01% new Timeline MFLX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $208K 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 19,098 shares; 2026Q1: 19,098 shares; 2026Q2: 17,132 shares 17,132 $208K 0.01% -1,966 Timeline IYE 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: 3,620 shares; 2026Q2: 3,623 shares 3,623 $205K 0.01% +3 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $204K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,609 shares 1,609 $203K 0.01% new Timeline CRPT 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: 10,517 shares; 2025Q3: 16,878 shares; 2025Q4: 23,394 shares; 2026Q1: 30,346 shares; 2026Q2: 17,777 shares 17,777 $202K 0.01% -12,569 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: not reported; 2026Q1: not reported; 2026Q2: 526 shares 526 $200K 0.01% new Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM 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: 20,000 shares 20,000 $199K 0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,143 shares; 2024Q4: 16,654 shares; 2025Q1: 16,654 shares; 2025Q2: 16,657 shares; 2025Q3: 16,111 shares; 2025Q4: 17,111 shares; 2026Q1: 17,111 shares; 2026Q2: 17,111 shares 17,111 $198K 0.01% 0 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G 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: 14,381 shares; 2026Q1: 15,002 shares; 2026Q2: 15,241 shares 15,241 $198K 0.01% +239 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,800 shares; 2024Q4: 16,800 shares; 2025Q1: 16,800 shares; 2025Q2: 16,800 shares; 2025Q3: 16,800 shares; 2025Q4: 17,800 shares; 2026Q1: 17,800 shares; 2026Q2: 17,800 shares 17,800 $191K 0.01% 0 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,875 shares; 2025Q2: 16,875 shares; 2025Q3: 17,825 shares; 2025Q4: 17,825 shares; 2026Q1: 18,475 shares; 2026Q2: 18,475 shares 18,475 $190K 0.01% 0 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,179 shares; 2025Q2: 18,879 shares; 2025Q3: 18,879 shares; 2025Q4: 19,704 shares; 2026Q1: 20,054 shares; 2026Q2: 20,702 shares 20,702 $190K 0.01% +648 Timeline MORT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,250 shares; 2026Q1: 13,000 shares; 2026Q2: 18,250 shares 18,250 $189K 0.01% +5,250 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,400 shares; 2024Q4: 14,400 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares; 2025Q3: 13,950 shares; 2025Q4: 13,950 shares; 2026Q1: 20,850 shares; 2026Q2: 20,850 shares 20,850 $188K 0.01% 0 Timeline LTTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,126 shares; 2026Q1: 10,126 shares; 2026Q2: 10,126 shares 10,126 $187K 0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,350 shares; 2024Q4: 34,350 shares; 2025Q1: 32,350 shares; 2025Q2: 31,870 shares; 2025Q3: 31,870 shares; 2025Q4: 31,870 shares; 2026Q1: 31,870 shares; 2026Q2: 28,020 shares 28,020 $183K 0.01% -3,850 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,594 shares; 2024Q4: 38,594 shares; 2025Q1: 51,194 shares; 2025Q2: 52,294 shares; 2025Q3: 52,294 shares; 2025Q4: 52,294 shares; 2026Q1: 52,294 shares; 2026Q2: 52,294 shares 52,294 $183K 0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,525 shares; 2024Q4: 34,800 shares; 2025Q1: 49,400 shares; 2025Q2: 51,705 shares; 2025Q3: 54,675 shares; 2025Q4: 59,175 shares; 2026Q1: 59,175 shares; 2026Q2: 59,175 shares 59,175 $178K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,704 shares; 2025Q4: 12,284 shares; 2026Q1: 17,276 shares; 2026Q2: 14,336 shares 14,336 $170K 0.01% -2,940 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,313 shares; 2024Q4: 19,408 shares; 2025Q1: 21,315 shares; 2025Q2: 23,442 shares; 2025Q3: 122,787 shares; 2025Q4: 36,467 shares; 2026Q1: 42,953 shares; 2026Q2: 44,271 shares 44,271 $162K 0.01% +1,318 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF 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: 23,767 shares; 2026Q2: 28,144 shares 28,144 $156K 0.01% +4,377 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF 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: 11,621 shares 11,621 $136K 0.01% new Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS 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: 17,050 shares 17,050 $134K 0.01% new Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 15,055 shares 15,055 $132K 0.01% new Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,775 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares; 2026Q1: 14,675 shares; 2026Q2: 15,391 shares 15,391 $129K 0.01% +716 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 11,804 shares; 2025Q4: 12,385 shares; 2026Q1: 14,826 shares; 2026Q2: 14,216 shares 14,216 $127K 0.01% -610 Timeline PUSA AUREUS GREENWAY HLDGS INC More: the full row for AUREUS GREENWAY 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: not reported; 2026Q2: 30,000 shares 30,000 $120K 0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,200 shares; 2024Q4: 45,250 shares; 2025Q1: 49,765 shares; 2025Q2: 58,335 shares; 2025Q3: 57,338 shares; 2025Q4: 10,100 shares; 2026Q1: 19,100 shares; 2026Q2: 19,100 shares 19,100 $116K 0.01% 0 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF 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: 10,568 shares; 2026Q2: 11,258 shares 11,258 $113K 0.01% +690 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO 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: 11,045 shares; 2026Q2: 11,080 shares 11,080 $102K 0.01% +35 Timeline KAZR SKYLINE BLDRS GROUP HLDG LTD More: the full row for SKYLINE BLDRS GROUP HLDG 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: 30,000 shares 30,000 $92.7K 0.01% new Timeline BITU PROSHARES TR More: the full row for PROSHARES 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: 10,195 shares; 2026Q2: 11,100 shares 11,100 $90.1K 0.01% +905 Timeline JFB JFB CONSTR HLDGS More: the full row for JFB CONSTR HLDGS 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: 10,000 shares 10,000 $48.1K <0.01% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 11,108 shares 11,108 $40.8K <0.01% new Timeline ZENA ZENATECH INC More: the full row for ZENATECH 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: 20,000 shares 20,000 $30K <0.01% new Timeline RNXT RENOVORX INC More: the full row for RENOVORX 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: 29,058 shares 29,058 $28.5K <0.01% new Timeline