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: 11,420 shares; 2025Q1: 26,623 shares; 2025Q2: 28,927 shares; 2025Q3: 28,278 shares; 2025Q4: 27,691 shares; 2026Q1: 376,767 shares; 2026Q2: 399,153 shares 399,153 $21M 8.85% +22,386 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: not reported; 2025Q2: 8,966 shares; 2025Q3: 18,409 shares; 2025Q4: 32,826 shares; 2026Q1: 132,483 shares; 2026Q2: 147,846 shares 147,846 $15.1M 6.36% +15,363 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: not reported; 2024Q4: 20,665 shares; 2025Q1: 28,833 shares; 2025Q2: 74,379 shares; 2025Q3: 135,142 shares; 2025Q4: 226,874 shares; 2026Q1: 567,904 shares; 2026Q2: 604,554 shares 604,554 $15M 6.33% +36,650 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: 153,938 shares; 2024Q4: 163,306 shares; 2025Q1: 165,329 shares; 2025Q2: 189,311 shares; 2025Q3: 214,083 shares; 2025Q4: 243,839 shares; 2026Q1: 291,410 shares; 2026Q2: 272,830 shares 272,830 $13.7M 5.78% -18,580 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: 71,217 shares; 2024Q4: 73,185 shares; 2025Q1: 75,169 shares; 2025Q2: 81,890 shares; 2025Q3: 87,135 shares; 2025Q4: 92,727 shares; 2026Q1: 97,800 shares; 2026Q2: 91,438 shares 91,438 $11.4M 4.8% -6,362 Timeline SPMD 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: 163,792 shares; 2024Q4: 168,372 shares; 2025Q1: 169,855 shares; 2025Q2: 171,330 shares; 2025Q3: 171,907 shares; 2025Q4: 174,808 shares; 2026Q1: 175,072 shares; 2026Q2: 164,588 shares 164,588 $11.1M 4.68% -10,484 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: 54,302 shares; 2024Q4: 59,059 shares; 2025Q1: 62,575 shares; 2025Q2: 72,244 shares; 2025Q3: 81,118 shares; 2025Q4: 90,283 shares; 2026Q1: 101,429 shares; 2026Q2: 94,555 shares 94,555 $9.12M 3.84% -6,874 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: 101,058 shares; 2024Q4: 101,871 shares; 2025Q1: 101,128 shares; 2025Q2: 112,016 shares; 2025Q3: 113,201 shares; 2025Q4: 111,357 shares; 2026Q1: 63,796 shares; 2026Q2: 71,772 shares 71,772 $8.54M 3.59% +7,976 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: 183,647 shares; 2024Q4: 186,725 shares; 2025Q1: 189,130 shares; 2025Q2: 193,124 shares; 2025Q3: 191,461 shares; 2025Q4: 192,230 shares; 2026Q1: 105,937 shares; 2026Q2: 120,975 shares 120,975 $7.35M 3.09% +15,038 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: 32,411 shares; 2024Q4: 33,397 shares; 2025Q1: 32,596 shares; 2025Q2: 33,877 shares; 2025Q3: 34,866 shares; 2025Q4: 35,213 shares; 2026Q1: 23,161 shares; 2026Q2: 22,831 shares 22,831 $6.92M 2.91% -330 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: 26,439 shares; 2024Q4: 24,890 shares; 2025Q1: 23,694 shares; 2025Q2: 23,611 shares; 2025Q3: 23,423 shares; 2025Q4: 28,223 shares; 2026Q1: 21,075 shares; 2026Q2: 20,924 shares 20,924 $6.05M 2.55% -151 Timeline JQUA 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: 99,886 shares; 2024Q4: 103,075 shares; 2025Q1: 102,777 shares; 2025Q2: 108,657 shares; 2025Q3: 113,921 shares; 2025Q4: 120,768 shares; 2026Q1: 74,629 shares; 2026Q2: 73,844 shares 73,844 $5.34M 2.25% -785 Timeline ONEY 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: 21,438 shares; 2024Q4: 21,698 shares; 2025Q1: 22,479 shares; 2025Q2: 24,132 shares; 2025Q3: 24,699 shares; 2025Q4: 32,325 shares; 2026Q1: 37,858 shares; 2026Q2: 40,204 shares 40,204 $5.15M 2.17% +2,346 Timeline SPTM 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: 91,734 shares; 2024Q4: 93,388 shares; 2025Q1: 91,718 shares; 2025Q2: 94,934 shares; 2025Q3: 95,679 shares; 2025Q4: 97,811 shares; 2026Q1: 57,934 shares; 2026Q2: 55,776 shares 55,776 $5.06M 2.13% -2,158 Timeline MLPX 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: 11,167 shares; 2024Q4: 11,187 shares; 2025Q1: 11,571 shares; 2025Q2: 16,056 shares; 2025Q3: 20,719 shares; 2025Q4: 33,457 shares; 2026Q1: 39,745 shares; 2026Q2: 51,863 shares 51,863 $3.82M 1.61% +12,118 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: not reported; 2025Q1: not reported; 2025Q2: 16,002 shares; 2025Q3: 25,652 shares; 2025Q4: 32,398 shares; 2026Q1: 38,379 shares; 2026Q2: 46,477 shares 46,477 $3.69M 1.55% +8,098 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,633 shares; 2025Q3: 5,670 shares; 2025Q4: 16,605 shares; 2026Q1: 44,607 shares; 2026Q2: 57,026 shares 57,026 $3.22M 1.36% +12,419 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: 11,434 shares; 2024Q4: 10,972 shares; 2025Q1: 10,977 shares; 2025Q2: 10,968 shares; 2025Q3: 10,948 shares; 2025Q4: 11,983 shares; 2026Q1: 10,876 shares; 2026Q2: 10,876 shares 10,876 $2.94M 1.24% 0 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: 57,279 shares; 2024Q4: 57,714 shares; 2025Q1: 57,617 shares; 2025Q2: 54,652 shares; 2025Q3: 54,289 shares; 2025Q4: 55,818 shares; 2026Q1: 48,576 shares; 2026Q2: 57,203 shares 57,203 $2.78M 1.17% +8,627 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: 9,091 shares; 2024Q4: 8,945 shares; 2025Q1: 7,071 shares; 2025Q2: 7,070 shares; 2025Q3: 7,070 shares; 2025Q4: 7,137 shares; 2026Q1: 6,334 shares; 2026Q2: 6,181 shares 6,181 $2.29M 0.96% -153 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,889 shares; 2024Q4: 55,710 shares; 2025Q1: 55,466 shares; 2025Q2: 53,849 shares; 2025Q3: 52,148 shares; 2025Q4: 58,107 shares; 2026Q1: 59,333 shares; 2026Q2: 49,192 shares 49,192 $2.27M 0.96% -10,141 Timeline PZA 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: 65,385 shares; 2024Q4: 59,052 shares; 2025Q1: 72,794 shares; 2025Q2: 79,982 shares; 2025Q3: 91,865 shares; 2025Q4: 89,747 shares; 2026Q1: 77,253 shares; 2026Q2: 96,093 shares 96,093 $2.26M 0.95% +18,840 Timeline DEM 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: 6,594 shares; 2025Q1: 6,644 shares; 2025Q2: 10,680 shares; 2025Q3: 14,342 shares; 2025Q4: 25,445 shares; 2026Q1: 35,139 shares; 2026Q2: 40,420 shares 40,420 $2.17M 0.91% +5,281 Timeline HYMB 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: 311,574 shares; 2024Q4: 323,655 shares; 2025Q1: 325,517 shares; 2025Q2: 328,754 shares; 2025Q3: 324,982 shares; 2025Q4: 320,658 shares; 2026Q1: 87,366 shares; 2026Q2: 83,262 shares 83,262 $2.12M 0.89% -4,104 Timeline SPTI 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: 45,202 shares; 2024Q4: 50,205 shares; 2025Q1: 51,800 shares; 2025Q2: 55,133 shares; 2025Q3: 54,260 shares; 2025Q4: 58,712 shares; 2026Q1: 55,921 shares; 2026Q2: 64,224 shares 64,224 $1.82M 0.77% +8,303 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: 127,599 shares; 2024Q4: 135,798 shares; 2025Q1: 138,534 shares; 2025Q2: 127,355 shares; 2025Q3: 107,537 shares; 2025Q4: 77,542 shares; 2026Q1: 26,830 shares; 2026Q2: 31,399 shares 31,399 $1.58M 0.67% +4,569 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: 14,690 shares; 2024Q4: 15,187 shares; 2025Q1: 16,359 shares; 2025Q2: 16,306 shares; 2025Q3: 14,662 shares; 2025Q4: 28,428 shares; 2026Q1: 27,832 shares; 2026Q2: 27,275 shares 27,275 $1.45M 0.61% -557 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: 10,671 shares; 2024Q4: 10,567 shares; 2025Q1: 10,702 shares; 2025Q2: 10,066 shares; 2025Q3: 10,111 shares; 2025Q4: 9,566 shares; 2026Q1: 8,612 shares; 2026Q2: 8,640 shares 8,640 $1.37M 0.57% +28 Timeline RAAX 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: 7,122 shares; 2026Q1: 23,804 shares; 2026Q2: 33,596 shares 33,596 $1.33M 0.56% +9,792 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: 3,468 shares; 2024Q4: 3,423 shares; 2025Q1: 2,814 shares; 2025Q2: 2,794 shares; 2025Q3: 2,640 shares; 2025Q4: 2,477 shares; 2026Q1: 1,821 shares; 2026Q2: 1,787 shares 1,787 $1.32M 0.55% -34 Timeline SPMB 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: 307,054 shares; 2024Q4: 325,848 shares; 2025Q1: 329,862 shares; 2025Q2: 302,664 shares; 2025Q3: 254,734 shares; 2025Q4: 192,778 shares; 2026Q1: 75,272 shares; 2026Q2: 56,640 shares 56,640 $1.26M 0.53% -18,632 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: 28,040 shares; 2024Q4: 25,393 shares; 2025Q1: 22,235 shares; 2025Q2: 25,610 shares; 2025Q3: 25,326 shares; 2025Q4: 24,957 shares; 2026Q1: 25,013 shares; 2026Q2: 22,790 shares 22,790 $1.18M 0.5% -2,223 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: 6,376 shares; 2024Q4: 6,395 shares; 2025Q1: 6,437 shares; 2025Q2: 5,770 shares; 2025Q3: 5,731 shares; 2025Q4: 5,704 shares; 2026Q1: 4,946 shares; 2026Q2: 4,950 shares 4,950 $1.17M 0.49% +4 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: 29,882 shares; 2024Q4: 31,910 shares; 2025Q1: 31,323 shares; 2025Q2: 33,214 shares; 2025Q3: 31,492 shares; 2025Q4: 32,165 shares; 2026Q1: 31,863 shares; 2026Q2: 34,838 shares 34,838 $1.17M 0.49% +2,975 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: 2,613 shares; 2024Q4: 2,638 shares; 2025Q1: 2,725 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 3,560 shares; 2026Q1: 2,696 shares; 2026Q2: 2,684 shares 2,684 $1.13M 0.47% -12 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: 2,318 shares; 2024Q4: 1,061 shares; 2025Q1: 1,623 shares; 2025Q2: 1,661 shares; 2025Q3: 1,587 shares; 2025Q4: 1,653 shares; 2026Q1: 1,337 shares; 2026Q2: 1,500 shares 1,500 $1.12M 0.47% +163 Timeline FLMI 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: 27,396 shares; 2024Q4: 30,225 shares; 2025Q1: 31,068 shares; 2025Q2: 33,796 shares; 2025Q3: 38,755 shares; 2025Q4: 39,147 shares; 2026Q1: 38,877 shares; 2026Q2: 41,423 shares 41,423 $1.04M 0.44% +2,546 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: 956 shares; 2024Q4: 950 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 945 shares; 2025Q4: 1,163 shares; 2026Q1: 1,076 shares; 2026Q2: 8,608 shares 8,608 $1.03M 0.43% +7,532 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,066 shares; 2024Q4: 11,825 shares; 2025Q1: 15,202 shares; 2025Q2: 16,634 shares; 2025Q3: 19,056 shares; 2025Q4: 19,245 shares; 2026Q1: 19,100 shares; 2026Q2: 19,848 shares 19,848 $1.01M 0.42% +748 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,901 shares; 2024Q4: 14,434 shares; 2025Q1: 14,842 shares; 2025Q2: 16,101 shares; 2025Q3: 18,470 shares; 2025Q4: 18,656 shares; 2026Q1: 18,451 shares; 2026Q2: 19,700 shares 19,700 $1M 0.42% +1,249 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,924 shares; 2024Q4: 10,621 shares; 2025Q1: 10,053 shares; 2025Q2: 9,725 shares; 2025Q3: 9,795 shares; 2025Q4: 9,262 shares; 2026Q1: 7,278 shares; 2026Q2: 36,305 shares 36,305 $995K 0.42% +29,027 Timeline PKW 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: 7,711 shares; 2024Q4: 7,474 shares; 2025Q1: 7,474 shares; 2025Q2: 7,474 shares; 2025Q3: 7,474 shares; 2025Q4: 6,959 shares; 2026Q1: 6,959 shares; 2026Q2: 6,959 shares 6,959 $986K 0.41% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,950 shares; 2024Q4: 21,014 shares; 2025Q1: 21,449 shares; 2025Q2: 20,447 shares; 2025Q3: 20,601 shares; 2025Q4: 19,128 shares; 2026Q1: 17,331 shares; 2026Q2: 17,406 shares 17,406 $984K 0.41% +75 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: 3,949 shares; 2024Q4: 3,858 shares; 2025Q1: 4,277 shares; 2025Q2: 4,312 shares; 2025Q3: 4,205 shares; 2025Q4: 10,215 shares; 2026Q1: 4,267 shares; 2026Q2: 4,441 shares 4,441 $889K 0.37% +174 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: 1,426 shares; 2024Q4: 1,411 shares; 2025Q1: 1,460 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,766 shares; 2026Q1: 1,265 shares; 2026Q2: 1,272 shares 1,272 $874K 0.37% +7 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: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,446 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares; 2026Q1: 4,814 shares; 2026Q2: 4,807 shares 4,807 $786K 0.33% -7 Timeline SPSM 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: 17,915 shares; 2024Q4: 18,165 shares; 2025Q1: 16,577 shares; 2025Q2: 17,379 shares; 2025Q3: 15,125 shares; 2025Q4: 15,160 shares; 2026Q1: 14,730 shares; 2026Q2: 13,578 shares 13,578 $783K 0.33% -1,152 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 19,106 shares 19,106 $775K 0.33% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,730 shares; 2024Q4: 14,730 shares; 2025Q1: 14,730 shares; 2025Q2: 21,184 shares; 2025Q3: 21,184 shares; 2025Q4: 21,184 shares; 2026Q1: 21,184 shares; 2026Q2: 18,286 shares 18,286 $772K 0.32% -2,898 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,940 shares; 2024Q4: 5,694 shares; 2025Q1: 5,411 shares; 2025Q2: 4,373 shares; 2025Q3: 4,402 shares; 2025Q4: 4,404 shares; 2026Q1: 4,042 shares; 2026Q2: 3,938 shares 3,938 $729K 0.31% -104 Timeline EMLC 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: 162,338 shares; 2024Q4: 178,419 shares; 2025Q1: 183,586 shares; 2025Q2: 186,000 shares; 2025Q3: 185,567 shares; 2025Q4: 196,973 shares; 2026Q1: 41,182 shares; 2026Q2: 28,502 shares 28,502 $729K 0.31% -12,680 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,241 shares; 2024Q4: 2,241 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,465 shares; 2026Q2: 1,482 shares 1,482 $632K 0.27% +17 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,371 shares; 2024Q4: 123,857 shares; 2025Q1: 128,523 shares; 2025Q2: 114,849 shares; 2025Q3: 87,145 shares; 2025Q4: 61,349 shares; 2026Q1: 36,673 shares; 2026Q2: 34,270 shares 34,270 $632K 0.27% -2,403 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: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 3,885 shares; 2025Q2: 3,672 shares; 2025Q3: 3,372 shares; 2025Q4: 6,519 shares; 2026Q1: 3,149 shares; 2026Q2: 3,149 shares 3,149 $622K 0.26% 0 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: 2,901 shares; 2024Q4: 2,899 shares; 2025Q1: 2,899 shares; 2025Q2: 2,682 shares; 2025Q3: 2,838 shares; 2025Q4: 2,900 shares; 2026Q1: 2,606 shares; 2026Q2: 2,406 shares 2,406 $585K 0.25% -200 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: 35,078 shares; 2024Q4: 33,609 shares; 2025Q1: 32,518 shares; 2025Q2: 28,051 shares; 2025Q3: 23,584 shares; 2025Q4: 35,039 shares; 2026Q1: 13,616 shares; 2026Q2: 12,796 shares 12,796 $580K 0.24% -820 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 4,306 shares; 2025Q1: 4,306 shares; 2025Q2: 4,235 shares; 2025Q3: 5,340 shares; 2025Q4: 7,190 shares; 2026Q1: 5,340 shares; 2026Q2: 5,348 shares 5,348 $575K 0.24% +8 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: 1,282 shares; 2024Q4: 2,049 shares; 2025Q1: 1,604 shares; 2025Q2: 1,823 shares; 2025Q3: 1,771 shares; 2025Q4: 5,584 shares; 2026Q1: 2,436 shares; 2026Q2: 1,909 shares 1,909 $574K 0.24% -527 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,033 shares; 2024Q4: 2,035 shares; 2025Q1: 1,848 shares; 2025Q2: 1,858 shares; 2025Q3: 1,826 shares; 2025Q4: 4,065 shares; 2026Q1: 1,483 shares; 2026Q2: 1,517 shares 1,517 $566K 0.24% +34 Timeline IJUN 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: 18,060 shares 18,060 $563K 0.24% new 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: 11,142 shares; 2024Q4: 10,969 shares; 2025Q1: 10,587 shares; 2025Q2: 10,422 shares; 2025Q3: 10,227 shares; 2025Q4: 8,921 shares; 2026Q1: 5,818 shares; 2026Q2: 5,729 shares 5,729 $548K 0.23% -89 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: 18,241 shares; 2024Q4: 17,142 shares; 2025Q1: 17,572 shares; 2025Q2: 17,550 shares; 2025Q3: 17,160 shares; 2025Q4: 15,945 shares; 2026Q1: 15,945 shares; 2026Q2: 14,645 shares 14,645 $538K 0.23% -1,300 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 1,936 shares; 2025Q1: 1,896 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares; 2026Q2: 1,798 shares 1,798 $538K 0.23% -40 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,324 shares; 2025Q4: 8,459 shares; 2026Q1: 9,989 shares; 2026Q2: 13,121 shares 13,121 $515K 0.22% +3,132 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: 4,692 shares; 2024Q4: 4,089 shares; 2025Q1: 4,192 shares; 2025Q2: 3,819 shares; 2025Q3: 7,956 shares; 2025Q4: 30,312 shares; 2026Q1: 5,049 shares; 2026Q2: 4,763 shares 4,763 $513K 0.22% -286 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,474 shares; 2024Q4: 65,203 shares; 2025Q1: 70,780 shares; 2025Q2: 82,935 shares; 2025Q3: 93,237 shares; 2025Q4: 110,511 shares; 2026Q1: 27,195 shares; 2026Q2: 18,331 shares 18,331 $512K 0.22% -8,864 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: 12,822 shares; 2024Q4: 7,296 shares; 2025Q1: 5,810 shares; 2025Q2: 5,391 shares; 2025Q3: 5,746 shares; 2025Q4: 8,084 shares; 2026Q1: 8,046 shares; 2026Q2: 6,801 shares 6,801 $499K 0.21% -1,245 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: 4,681 shares; 2024Q4: 4,558 shares; 2025Q1: 3,554 shares; 2025Q2: 2,335 shares; 2025Q3: 1,847 shares; 2025Q4: 3,666 shares; 2026Q1: 2,623 shares; 2026Q2: 2,618 shares 2,618 $499K 0.21% -5 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: 1,109 shares; 2024Q4: 1,106 shares; 2025Q1: 1,095 shares; 2025Q2: 1,102 shares; 2025Q3: 1,556 shares; 2025Q4: 1,691 shares; 2026Q1: 949 shares; 2026Q2: 5,694 shares 5,694 $490K 0.21% +4,745 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,412 shares; 2025Q4: 2,385 shares; 2026Q1: 2,488 shares; 2026Q2: 2,660 shares 2,660 $482K 0.2% +172 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: 8,574 shares; 2024Q4: 7,625 shares; 2025Q1: 6,068 shares; 2025Q2: 6,715 shares; 2025Q3: 6,713 shares; 2025Q4: 7,091 shares; 2026Q1: 6,742 shares; 2026Q2: 6,135 shares 6,135 $473K 0.2% -607 Timeline VYMI 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: 6,479 shares; 2024Q4: 6,518 shares; 2025Q1: 6,566 shares; 2025Q2: 6,247 shares; 2025Q3: 6,278 shares; 2025Q4: 5,792 shares; 2026Q1: 4,802 shares; 2026Q2: 4,812 shares 4,812 $473K 0.2% +10 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: 5,038 shares; 2024Q4: 4,953 shares; 2025Q1: 4,953 shares; 2025Q2: 4,840 shares; 2025Q3: 7,169 shares; 2025Q4: 8,498 shares; 2026Q1: 7,321 shares; 2026Q2: 6,631 shares 6,631 $472K 0.2% -690 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: not reported; 2025Q4: 16,062 shares; 2026Q1: 17,709 shares; 2026Q2: 22,366 shares 22,366 $471K 0.2% +4,657 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,945 shares; 2024Q4: 5,945 shares; 2025Q1: 5,634 shares; 2025Q2: 5,342 shares; 2025Q3: 5,350 shares; 2025Q4: 5,357 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $457K 0.19% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,726 shares 4,726 $456K 0.19% new 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: 7,778 shares; 2024Q4: 7,778 shares; 2025Q1: 6,570 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 6,426 shares; 2026Q1: 5,896 shares; 2026Q2: 5,947 shares 5,947 $451K 0.19% +51 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: 973 shares; 2024Q4: 970 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 1,694 shares; 2026Q1: 893 shares; 2026Q2: 894 shares 894 $447K 0.19% +1 Timeline ZJUL 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: 15,684 shares; 2025Q4: 15,684 shares; 2026Q1: 14,723 shares; 2026Q2: 14,723 shares 14,723 $441K 0.19% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,475 shares; 2025Q1: 2,971 shares; 2025Q2: 3,713 shares; 2025Q3: 2,997 shares; 2025Q4: 3,168 shares; 2026Q1: 2,898 shares; 2026Q2: 2,930 shares 2,930 $435K 0.18% +32 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,073 shares; 2024Q4: 17,252 shares; 2025Q1: 17,356 shares; 2025Q2: 13,137 shares; 2025Q3: 12,602 shares; 2025Q4: 13,867 shares; 2026Q1: 12,008 shares; 2026Q2: 8,660 shares 8,660 $434K 0.18% -3,348 Timeline AVGE 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: 30,615 shares; 2024Q4: 32,420 shares; 2025Q1: 31,501 shares; 2025Q2: 33,073 shares; 2025Q3: 35,775 shares; 2025Q4: 32,937 shares; 2026Q1: 4,639 shares; 2026Q2: 4,336 shares 4,336 $430K 0.18% -303 Timeline PFFD 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: 396,047 shares; 2024Q4: 408,193 shares; 2025Q1: 414,831 shares; 2025Q2: 364,576 shares; 2025Q3: 275,973 shares; 2025Q4: 192,568 shares; 2026Q1: 32,294 shares; 2026Q2: 22,838 shares 22,838 $427K 0.18% -9,456 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: not reported; 2025Q1: not reported; 2025Q2: 1,089 shares; 2025Q3: 1,131 shares; 2025Q4: 1,126 shares; 2026Q1: not reported; 2026Q2: 1,744 shares 1,744 $423K 0.18% new 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: 3,970 shares; 2024Q4: 4,029 shares; 2025Q1: 3,720 shares; 2025Q2: 3,827 shares; 2025Q3: 3,882 shares; 2025Q4: 4,089 shares; 2026Q1: 4,094 shares; 2026Q2: 2,659 shares 2,659 $422K 0.18% -1,435 Timeline VONV 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: 4,912 shares; 2024Q4: 4,912 shares; 2025Q1: 4,912 shares; 2025Q2: 4,542 shares; 2025Q3: 3,942 shares; 2025Q4: 3,902 shares; 2026Q1: 3,891 shares; 2026Q2: 3,891 shares 3,891 $414K 0.17% 0 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: 3,368 shares; 2024Q4: 3,368 shares; 2025Q1: 3,386 shares; 2025Q2: 3,557 shares; 2025Q3: 3,561 shares; 2025Q4: 3,562 shares; 2026Q1: 3,795 shares; 2026Q2: 3,795 shares 3,795 $404K 0.17% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,380 shares; 2024Q4: 13,433 shares; 2025Q1: 12,384 shares; 2025Q2: 11,617 shares; 2025Q3: 11,785 shares; 2025Q4: 10,102 shares; 2026Q1: 9,886 shares; 2026Q2: 9,908 shares 9,908 $403K 0.17% +22 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: 1,883 shares; 2024Q4: 1,813 shares; 2025Q1: 1,743 shares; 2025Q2: 1,772 shares; 2025Q3: 2,949 shares; 2025Q4: 3,358 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $402K 0.17% 0 Timeline QUS 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: 2,657 shares; 2024Q4: 2,605 shares; 2025Q1: 1,810 shares; 2025Q2: 2,025 shares; 2025Q3: 2,107 shares; 2025Q4: 2,080 shares; 2026Q1: 2,115 shares; 2026Q2: 2,145 shares 2,145 $401K 0.17% +30 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: 5,514 shares; 2024Q4: 5,417 shares; 2025Q1: 4,672 shares; 2025Q2: 4,726 shares; 2025Q3: 6,473 shares; 2025Q4: 6,782 shares; 2026Q1: 4,914 shares; 2026Q2: 4,817 shares 4,817 $399K 0.17% -97 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: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,632 shares 1,632 $396K 0.17% +52 Timeline XLF 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: 13,992 shares; 2024Q4: 14,009 shares; 2025Q1: 12,709 shares; 2025Q2: 13,075 shares; 2025Q3: 13,525 shares; 2025Q4: 11,162 shares; 2026Q1: 9,042 shares; 2026Q2: 7,288 shares 7,288 $391K 0.16% -1,754 Timeline NAPR 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: 5,311 shares; 2024Q4: 5,311 shares; 2025Q1: 5,311 shares; 2025Q2: 8,319 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares; 2026Q1: 8,029 shares; 2026Q2: 6,455 shares 6,455 $382K 0.16% -1,574 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,963 shares; 2024Q4: 28,963 shares; 2025Q1: 30,463 shares; 2025Q2: 29,828 shares; 2025Q3: 29,828 shares; 2025Q4: 29,828 shares; 2026Q1: 29,828 shares; 2026Q2: 31,670 shares 31,670 $381K 0.16% +1,842 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 23,160 shares; 2025Q4: 45,434 shares; 2026Q1: 10,655 shares; 2026Q2: 9,225 shares 9,225 $376K 0.16% -1,430 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: 29,542 shares; 2024Q4: 30,815 shares; 2025Q1: 32,615 shares; 2025Q2: 30,618 shares; 2025Q3: 29,670 shares; 2025Q4: 27,515 shares; 2026Q1: 7,705 shares; 2026Q2: 7,272 shares 7,272 $367K 0.15% -433 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,785 shares; 2025Q4: 1,760 shares; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $365K 0.15% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,209 shares; 2024Q4: 36,715 shares; 2025Q1: 34,457 shares; 2025Q2: 34,774 shares; 2025Q3: 32,775 shares; 2025Q4: 30,841 shares; 2026Q1: 4,770 shares; 2026Q2: 3,512 shares 3,512 $365K 0.15% -1,258 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: 6,675 shares; 2024Q4: 6,646 shares; 2025Q1: 6,240 shares; 2025Q2: 6,220 shares; 2025Q3: 1,490 shares; 2025Q4: 4,796 shares; 2026Q1: 1,456 shares; 2026Q2: 1,529 shares 1,529 $364K 0.15% +73 Timeline KAPR 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: 9,504 shares; 2025Q3: 9,504 shares; 2025Q4: 9,409 shares; 2026Q1: 9,409 shares; 2026Q2: 9,082 shares 9,082 $361K 0.15% -327 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,475 shares; 2024Q4: 72,171 shares; 2025Q1: 68,533 shares; 2025Q2: 64,069 shares; 2025Q3: 60,479 shares; 2025Q4: 57,052 shares; 2026Q1: 8,995 shares; 2026Q2: 7,818 shares 7,818 $358K 0.15% -1,177 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: 4,070 shares; 2024Q4: 3,274 shares; 2025Q1: 3,275 shares; 2025Q2: 3,292 shares; 2025Q3: 3,317 shares; 2025Q4: 5,318 shares; 2026Q1: 2,807 shares; 2026Q2: 2,607 shares 2,607 $356K 0.15% -200 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 9,725 shares; 2026Q2: 9,725 shares 9,725 $352K 0.15% 0 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: 966 shares; 2024Q4: 976 shares; 2025Q1: 840 shares; 2025Q2: 976 shares; 2025Q3: 1,057 shares; 2025Q4: 1,277 shares; 2026Q1: 1,300 shares; 2026Q2: 950 shares 950 $350K 0.15% -350 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: 10,493 shares; 2024Q4: 9,714 shares; 2025Q1: 11,163 shares; 2025Q2: 12,047 shares; 2025Q3: 12,604 shares; 2025Q4: 10,760 shares; 2026Q1: 11,367 shares; 2026Q2: 15,256 shares 15,256 $348K 0.15% +3,889 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: 658 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: not reported; 2026Q2: 2,798 shares 2,798 $347K 0.15% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares; 2026Q2: 2,448 shares 2,448 $347K 0.15% -170 Timeline KJUN 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: 11,590 shares 11,590 $346K 0.15% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,349 shares; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 2,222 shares 2,222 $334K 0.14% -19 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: 22,850 shares; 2024Q4: 24,027 shares; 2025Q1: 21,479 shares; 2025Q2: 17,676 shares; 2025Q3: 16,555 shares; 2025Q4: 12,725 shares; 2026Q1: 7,417 shares; 2026Q2: 11,414 shares 11,414 $331K 0.14% +3,997 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: 12,852 shares; 2024Q4: 38,564 shares; 2025Q1: 37,268 shares; 2025Q2: 39,492 shares; 2025Q3: 39,157 shares; 2025Q4: 41,075 shares; 2026Q1: 10,340 shares; 2026Q2: 10,399 shares 10,399 $330K 0.14% +59 Timeline FPEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,326 shares; 2025Q3: 89,586 shares; 2025Q4: 165,370 shares; 2026Q1: 25,659 shares; 2026Q2: 17,011 shares 17,011 $328K 0.14% -8,648 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 4,062 shares; 2025Q2: 3,589 shares; 2025Q3: 3,479 shares; 2025Q4: 3,463 shares; 2026Q1: 3,455 shares; 2026Q2: 3,455 shares 3,455 $326K 0.14% 0 Timeline IUSV 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: 2,214 shares; 2025Q4: 2,169 shares; 2026Q1: 1,993 shares; 2026Q2: 2,938 shares 2,938 $324K 0.14% +945 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,092 shares; 2025Q1: 2,992 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares; 2025Q4: 2,680 shares; 2026Q1: 2,658 shares; 2026Q2: 2,437 shares 2,437 $321K 0.13% -221 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: 475 shares; 2024Q4: 485 shares; 2025Q1: 502 shares; 2025Q2: 510 shares; 2025Q3: 506 shares; 2025Q4: 777 shares; 2026Q1: 256 shares; 2026Q2: 265 shares 265 $318K 0.13% +9 Timeline SLYV 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: 2,863 shares 2,863 $312K 0.13% new 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: 16,306 shares; 2024Q4: 19,135 shares; 2025Q1: 34,185 shares; 2025Q2: 35,437 shares; 2025Q3: 37,372 shares; 2025Q4: 37,033 shares; 2026Q1: 8,279 shares; 2026Q2: 7,217 shares 7,217 $311K 0.13% -1,062 Timeline QEFA 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: 2,594 shares; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,489 shares; 2026Q1: 2,509 shares; 2026Q2: 3,217 shares 3,217 $309K 0.13% +708 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: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 5,171 shares 5,171 $290K 0.12% +2,611 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,668 shares; 2024Q4: 4,636 shares; 2025Q1: 4,756 shares; 2025Q2: 4,743 shares; 2025Q3: 4,734 shares; 2025Q4: 4,885 shares; 2026Q1: 5,037 shares; 2026Q2: 6,003 shares 6,003 $286K 0.12% +966 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: 15,978 shares; 2024Q4: 14,843 shares; 2025Q1: 14,732 shares; 2025Q2: 15,176 shares; 2025Q3: 15,245 shares; 2025Q4: 11,032 shares; 2026Q1: 10,922 shares; 2026Q2: 11,172 shares 11,172 $285K 0.12% +250 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: 7,851 shares; 2024Q4: 7,851 shares; 2025Q1: 7,775 shares; 2025Q2: 7,786 shares; 2025Q3: 7,097 shares; 2025Q4: 7,106 shares; 2026Q1: 7,111 shares; 2026Q2: 6,994 shares 6,994 $284K 0.12% -117 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 910 shares; 2025Q4: 5,471 shares; 2026Q1: 761 shares; 2026Q2: 795 shares 795 $284K 0.12% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,421 shares; 2026Q2: 2,382 shares 2,382 $284K 0.12% -39 Timeline SPLB 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: 204,779 shares; 2024Q4: 213,402 shares; 2025Q1: 216,161 shares; 2025Q2: 191,128 shares; 2025Q3: 151,692 shares; 2025Q4: 105,888 shares; 2026Q1: 19,086 shares; 2026Q2: 12,649 shares 12,649 $283K 0.12% -6,437 Timeline PBUS 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: 4,369 shares; 2024Q4: 4,362 shares; 2025Q1: 4,348 shares; 2025Q2: 4,048 shares; 2025Q3: 4,021 shares; 2025Q4: 3,911 shares; 2026Q1: 3,793 shares; 2026Q2: 3,759 shares 3,759 $281K 0.12% -34 Timeline BALI 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: 8,300 shares 8,300 $281K 0.12% new 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: 36,467 shares; 2024Q4: 34,637 shares; 2025Q1: 32,700 shares; 2025Q2: 29,303 shares; 2025Q3: 25,408 shares; 2025Q4: 17,700 shares; 2026Q1: 6,552 shares; 2026Q2: 6,322 shares 6,322 $278K 0.12% -230 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,951 shares; 2026Q1: 2,792 shares; 2026Q2: 3,100 shares 3,100 $277K 0.12% +308 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,072 shares; 2026Q1: 6,634 shares; 2026Q2: 8,292 shares 8,292 $276K 0.12% +1,658 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: 4,938 shares; 2024Q4: 4,866 shares; 2025Q1: 4,781 shares; 2025Q2: 4,408 shares; 2025Q3: 4,409 shares; 2025Q4: 4,353 shares; 2026Q1: 3,557 shares; 2026Q2: 2,885 shares 2,885 $271K 0.11% -672 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 4,404 shares; 2025Q3: 3,498 shares; 2025Q4: 3,496 shares; 2026Q1: 3,544 shares; 2026Q2: 3,544 shares 3,544 $270K 0.11% 0 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,595 shares; 2024Q4: 6,595 shares; 2025Q1: 12,318 shares; 2025Q2: 13,346 shares; 2025Q3: 13,346 shares; 2025Q4: 11,958 shares; 2026Q1: 6,361 shares; 2026Q2: 5,723 shares 5,723 $261K 0.11% -638 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,032 shares; 2024Q4: 14,342 shares; 2025Q1: 13,150 shares; 2025Q2: 12,690 shares; 2025Q3: 11,353 shares; 2025Q4: 9,295 shares; 2026Q1: 6,682 shares; 2026Q2: 6,602 shares 6,602 $261K 0.11% -80 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: 1,343 shares; 2024Q4: 1,343 shares; 2025Q1: 1,412 shares; 2025Q2: 1,395 shares; 2025Q3: 1,407 shares; 2025Q4: 1,433 shares; 2026Q1: not reported; 2026Q2: 1,364 shares 1,364 $252K 0.11% new 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: 4,275 shares; 2024Q4: 4,252 shares; 2025Q1: 4,350 shares; 2025Q2: 4,329 shares; 2025Q3: 4,406 shares; 2025Q4: 7,148 shares; 2026Q1: 2,308 shares; 2026Q2: 2,208 shares 2,208 $250K 0.11% -100 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: not reported; 2024Q4: 3,195 shares; 2025Q1: 2,867 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,867 shares; 2026Q2: 2,867 shares 2,867 $249K 0.1% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,188 shares; 2026Q2: 3,179 shares 3,179 $248K 0.1% -9 Timeline RWR 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: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,189 shares; 2026Q1: 2,178 shares; 2026Q2: 2,178 shares 2,178 $246K 0.1% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,481 shares; 2026Q2: 7,313 shares 7,313 $243K 0.1% +832 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 3,000 shares; 2025Q4: 2,994 shares; 2026Q1: 2,826 shares; 2026Q2: 2,826 shares 2,826 $240K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares; 2026Q1: 1,052 shares; 2026Q2: 1,082 shares 1,082 $237K 0.1% +30 Timeline PPA 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: 1,331 shares; 2026Q1: 1,333 shares; 2026Q2: 1,337 shares 1,337 $236K 0.1% +4 Timeline DHY CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,064 shares; 2024Q4: 114,564 shares; 2025Q1: 114,564 shares; 2025Q2: 110,898 shares; 2025Q3: 110,898 shares; 2025Q4: 110,898 shares; 2026Q1: 110,898 shares; 2026Q2: 132,162 shares 132,162 $235K 0.1% +21,264 Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP 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: 5,558 shares 5,558 $226K 0.1% new 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: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares; 2025Q4: 4,875 shares; 2026Q1: 4,269 shares; 2026Q2: 3,787 shares 3,787 $226K 0.1% -482 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: 1,288 shares; 2024Q4: 1,494 shares; 2025Q1: 1,506 shares; 2025Q2: 1,251 shares; 2025Q3: 1,246 shares; 2025Q4: 1,230 shares; 2026Q1: 778 shares; 2026Q2: 628 shares 628 $222K 0.09% -150 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,470 shares; 2025Q2: not reported; 2025Q3: 3,470 shares; 2025Q4: 3,470 shares; 2026Q1: 3,470 shares; 2026Q2: 3,200 shares 3,200 $214K 0.09% -270 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: 436 shares; 2024Q4: 462 shares; 2025Q1: 466 shares; 2025Q2: 465 shares; 2025Q3: 463 shares; 2025Q4: 1,353 shares; 2026Q1: 370 shares; 2026Q2: 379 shares 379 $214K 0.09% +9 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,251 shares; 2026Q1: 6,103 shares; 2026Q2: 6,103 shares 6,103 $209K 0.09% 0 Timeline EMCB WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,026 shares; 2024Q4: 33,376 shares; 2025Q1: 32,011 shares; 2025Q2: 30,365 shares; 2025Q3: 27,978 shares; 2025Q4: 24,352 shares; 2026Q1: 3,780 shares; 2026Q2: 3,102 shares 3,102 $205K 0.09% -678 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,181 shares 6,181 $203K 0.09% new 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: 1,940 shares; 2024Q4: 2,590 shares; 2025Q1: 2,603 shares; 2025Q2: 2,607 shares; 2025Q3: 2,858 shares; 2025Q4: 2,975 shares; 2026Q1: not reported; 2026Q2: 574 shares 574 $202K 0.09% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,090 shares; 2024Q4: 18,090 shares; 2025Q1: 18,090 shares; 2025Q2: 18,090 shares; 2025Q3: 18,090 shares; 2025Q4: 18,090 shares; 2026Q1: 18,090 shares; 2026Q2: 18,090 shares 18,090 $197K 0.08% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 11,242 shares 11,242 $179K 0.08% new Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,324 shares; 2024Q4: 15,324 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares; 2026Q2: 13,400 shares 13,400 $141K 0.06% 0 Timeline WEAT TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 1,942 shares; 2026Q2: 5,483 shares 5,483 $121K 0.05% +3,541 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 10,618 shares; 2025Q1: 10,618 shares; 2025Q2: 10,071 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares; 2026Q1: not reported; 2026Q2: 10,014 shares 10,014 $120K 0.05% new Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $109K 0.05% 0 Timeline MHF WESTERN ASSET MUN HIGH INCOM More: the full row for WESTERN ASSET MUN HIGH INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,565 shares; 2025Q1: 19,565 shares; 2025Q2: 19,565 shares; 2025Q3: 19,565 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $105K 0.04% 0 Timeline EAD ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,634 shares; 2024Q4: 16,634 shares; 2025Q1: 16,634 shares; 2025Q2: 15,440 shares; 2025Q3: 15,440 shares; 2025Q4: 15,440 shares; 2026Q1: 15,440 shares; 2026Q2: 15,440 shares 15,440 $100K 0.04% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 10,290 shares; 2026Q1: 10,290 shares; 2026Q2: 12,076 shares 12,076 $95.2K 0.04% +1,786 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES 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: not reported; 2026Q1: not reported; 2026Q2: 12,442 shares 12,442 $60.5K 0.03% new Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY 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: 2,206 shares; 2026Q2: 3,288 shares 3,288 $55.1K 0.02% +1,082 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET 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: not reported; 2026Q1: not reported; 2026Q2: 10,109 shares 10,109 $44.5K 0.02% new Timeline