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: not loaded; 2024Q4: not reported; 2025Q1: 221,450 shares; 2025Q2: not loaded; 2025Q3: 226,555 shares; 2025Q4: 202,641 shares; 2026Q1: 204,434 shares; 2026Q2: 182,496 shares 182,496 $21.7M 14.86% -21,938 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: not loaded; 2024Q4: not reported; 2025Q1: 166,349 shares; 2025Q2: not loaded; 2025Q3: 213,944 shares; 2025Q4: 306,786 shares; 2026Q1: 303,077 shares; 2026Q2: 330,680 shares 330,680 $20.1M 13.75% +27,603 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: not loaded; 2024Q4: not reported; 2025Q1: 565,996 shares; 2025Q2: not loaded; 2025Q3: 596,731 shares; 2025Q4: 640,911 shares; 2026Q1: 647,200 shares; 2026Q2: 681,284 shares 681,284 $19.3M 13.23% +34,084 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: not loaded; 2024Q4: not reported; 2025Q1: 523,004 shares; 2025Q2: not loaded; 2025Q3: 586,754 shares; 2025Q4: 621,154 shares; 2026Q1: 628,359 shares; 2026Q2: 494,650 shares 494,650 $11M 7.55% -133,709 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,085 shares; 2025Q1: 236,817 shares; 2025Q2: not loaded; 2025Q3: 225,994 shares; 2025Q4: 216,507 shares; 2026Q1: 211,873 shares; 2026Q2: 210,651 shares 210,651 $10.6M 7.26% -1,222 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: not loaded; 2024Q4: 13,855 shares; 2025Q1: 238,978 shares; 2025Q2: not loaded; 2025Q3: 282,239 shares; 2025Q4: 301,752 shares; 2026Q1: 304,705 shares; 2026Q2: 315,654 shares 315,654 $10.6M 7.23% +10,949 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: not loaded; 2024Q4: 6,475 shares; 2025Q1: 156,474 shares; 2025Q2: not loaded; 2025Q3: 157,385 shares; 2025Q4: 151,123 shares; 2026Q1: 148,220 shares; 2026Q2: 131,424 shares 131,424 $7.58M 5.19% -16,796 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,506 shares; 2025Q1: 53,988 shares; 2025Q2: not loaded; 2025Q3: 101,609 shares; 2025Q4: 94,435 shares; 2026Q1: 93,471 shares; 2026Q2: 98,781 shares 98,781 $5.11M 3.5% +5,310 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161,970 shares; 2025Q1: 60,380 shares; 2025Q2: not loaded; 2025Q3: 52,056 shares; 2025Q4: 51,379 shares; 2026Q1: 50,115 shares; 2026Q2: 49,390 shares 49,390 $4.45M 3.04% -725 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 loaded; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: not loaded; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 37,368 shares 37,368 $3.6M 2.47% +37,279 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 23,055 shares; 2025Q4: 22,558 shares; 2026Q1: 22,350 shares; 2026Q2: 29,352 shares 29,352 $3.5M 2.39% +7,002 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 loaded; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not loaded; 2025Q3: 696 shares; 2025Q4: 666 shares; 2026Q1: 714 shares; 2026Q2: 31,176 shares 31,176 $3.4M 2.33% +30,462 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,886 shares; 2025Q1: 5,886 shares; 2025Q2: not loaded; 2025Q3: 5,886 shares; 2025Q4: 5,885 shares; 2026Q1: 5,886 shares; 2026Q2: 5,899 shares 5,899 $2.4M 1.64% +13 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143,312 shares; 2025Q1: 24,352 shares; 2025Q2: not loaded; 2025Q3: 20,738 shares; 2025Q4: 21,147 shares; 2026Q1: 20,684 shares; 2026Q2: 20,188 shares 20,188 $1.77M 1.21% -496 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: not loaded; 2024Q4: 31,134 shares; 2025Q1: 319 shares; 2025Q2: not loaded; 2025Q3: 59,077 shares; 2025Q4: 65,587 shares; 2026Q1: 69,543 shares; 2026Q2: 73,609 shares 73,609 $1.68M 1.15% +4,066 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: not loaded; 2024Q4: not reported; 2025Q1: 16,178 shares; 2025Q2: not loaded; 2025Q3: 22,602 shares; 2025Q4: 25,802 shares; 2026Q1: 29,486 shares; 2026Q2: 30,686 shares 30,686 $1.46M 1% +1,200 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,338 shares; 2025Q1: 22,789 shares; 2025Q2: not loaded; 2025Q3: 14,228 shares; 2025Q4: 14,946 shares; 2026Q1: 13,924 shares; 2026Q2: 12,955 shares 12,955 $1.19M 0.81% -969 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,908 shares; 2025Q1: 18,319 shares; 2025Q2: not loaded; 2025Q3: 11,910 shares; 2025Q4: 12,830 shares; 2026Q1: 11,854 shares; 2026Q2: 11,024 shares 11,024 $1.11M 0.76% -830 Timeline FGD 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 loaded; 2024Q4: not reported; 2025Q1: 24,221 shares; 2025Q2: not loaded; 2025Q3: 28,167 shares; 2025Q4: 29,533 shares; 2026Q1: 33,307 shares; 2026Q2: 29,623 shares 29,623 $948K 0.65% -3,684 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,884 shares; 2025Q1: 12,432 shares; 2025Q2: not loaded; 2025Q3: 12,309 shares; 2025Q4: 13,098 shares; 2026Q1: 9,931 shares; 2026Q2: 9,073 shares 9,073 $902K 0.62% -858 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 loaded; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: not loaded; 2025Q3: 5,622 shares; 2025Q4: 6,199 shares; 2026Q1: 7,745 shares; 2026Q2: 8,814 shares 8,814 $900K 0.62% +1,069 Timeline BRK-A 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: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.51% 0 Timeline GPIQ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,422 shares 11,422 $677K 0.46% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,923 shares; 2025Q1: 1,022 shares; 2025Q2: not loaded; 2025Q3: 856 shares; 2025Q4: 850 shares; 2026Q1: 851 shares; 2026Q2: 862 shares 862 $646K 0.44% +11 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: not loaded; 2024Q4: 852 shares; 2025Q1: 978 shares; 2025Q2: not loaded; 2025Q3: 2,961 shares; 2025Q4: 2,970 shares; 2026Q1: 3,252 shares; 2026Q2: 3,209 shares 3,209 $604K 0.41% -43 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,692 shares; 2025Q2: not loaded; 2025Q3: 7,498 shares; 2025Q4: 8,170 shares; 2026Q1: 9,409 shares; 2026Q2: 8,149 shares 8,149 $502K 0.34% -1,260 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 5,106 shares; 2025Q4: 5,254 shares; 2026Q1: 5,499 shares; 2026Q2: 5,844 shares 5,844 $484K 0.33% +345 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 loaded; 2024Q4: 860 shares; 2025Q1: 1,052 shares; 2025Q2: not loaded; 2025Q3: 3,796 shares; 2025Q4: 3,825 shares; 2026Q1: 4,215 shares; 2026Q2: 4,202 shares 4,202 $463K 0.32% -13 Timeline GPIX 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 7,128 shares; 2026Q1: 7,658 shares; 2026Q2: 8,090 shares 8,090 $450K 0.31% +432 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: not loaded; 2025Q3: 4,368 shares; 2025Q4: 4,367 shares; 2026Q1: 4,368 shares; 2026Q2: 4,295 shares 4,295 $447K 0.31% -73 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: not loaded; 2024Q4: 564 shares; 2025Q1: 648 shares; 2025Q2: not loaded; 2025Q3: 2,456 shares; 2025Q4: 2,559 shares; 2026Q1: 2,651 shares; 2026Q2: 2,776 shares 2,776 $412K 0.28% +125 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,373 shares; 2025Q1: 2,970 shares; 2025Q2: not loaded; 2025Q3: 2,218 shares; 2025Q4: 2,167 shares; 2026Q1: 2,062 shares; 2026Q2: 1,886 shares 1,886 $401K 0.27% -176 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,132 shares; 2025Q1: 1,561 shares; 2025Q2: not loaded; 2025Q3: 2,795 shares; 2025Q4: 2,864 shares; 2026Q1: 3,139 shares; 2026Q2: 3,376 shares 3,376 $326K 0.22% +237 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,215 shares; 2025Q1: 1,198 shares; 2025Q2: not loaded; 2025Q3: 1,154 shares; 2025Q4: 1,157 shares; 2026Q1: 1,140 shares; 2026Q2: 871 shares 871 $322K 0.22% -269 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: not loaded; 2025Q3: 2,931 shares; 2025Q4: 2,930 shares; 2026Q1: 2,931 shares; 2026Q2: 2,881 shares 2,881 $259K 0.18% -50 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,553 shares; 2025Q1: 11,506 shares; 2025Q2: not loaded; 2025Q3: 9,969 shares; 2025Q4: 9,978 shares; 2026Q1: 9,912 shares; 2026Q2: 9,273 shares 9,273 $258K 0.18% -639 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: not loaded; 2024Q4: 1,277 shares; 2025Q1: 2,256 shares; 2025Q2: not loaded; 2025Q3: 3,662 shares; 2025Q4: 3,866 shares; 2026Q1: 3,718 shares; 2026Q2: 3,342 shares 3,342 $258K 0.18% -376 Timeline XSD 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 loaded; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: not loaded; 2025Q3: 404 shares; 2025Q4: 403 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $252K 0.17% 0 Timeline SKYY 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 loaded; 2024Q4: 1,953 shares; 2025Q1: 1,953 shares; 2025Q2: not loaded; 2025Q3: 1,889 shares; 2025Q4: 1,889 shares; 2026Q1: 1,889 shares; 2026Q2: 1,858 shares 1,858 $250K 0.17% -31 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,833 shares; 2025Q1: 5,751 shares; 2025Q2: not loaded; 2025Q3: 5,439 shares; 2025Q4: 4,929 shares; 2026Q1: 4,673 shares; 2026Q2: 4,681 shares 4,681 $240K 0.16% +8 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: not loaded; 2025Q3: 2,614 shares; 2025Q4: 2,750 shares; 2026Q1: 3,345 shares; 2026Q2: 3,471 shares 3,471 $231K 0.16% +126 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: not loaded; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares; 2026Q1: 3,638 shares; 2026Q2: 3,638 shares 3,638 $219K 0.15% 0 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: not loaded; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: not loaded; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $169K 0.12% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 519 shares; 2025Q4: 474 shares; 2026Q1: 577 shares; 2026Q2: 668 shares 668 $162K 0.11% +91 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: not loaded; 2024Q4: 1,170 shares; 2025Q1: 12,071 shares; 2025Q2: not loaded; 2025Q3: 13,269 shares; 2025Q4: 1,053 shares; 2026Q1: 973 shares; 2026Q2: 973 shares 973 $154K 0.11% 0 Timeline JCPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,023 shares; 2025Q1: 5,059 shares; 2025Q2: not loaded; 2025Q3: 4,231 shares; 2025Q4: 3,467 shares; 2026Q1: 3,115 shares; 2026Q2: 3,120 shares 3,120 $149K 0.1% +5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 239 shares; 2025Q1: 348 shares; 2025Q2: not loaded; 2025Q3: 577 shares; 2025Q4: 538 shares; 2026Q1: 535 shares; 2026Q2: 487 shares 487 $146K 0.1% -48 Timeline AVLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,431 shares 1,431 $129K 0.09% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: not loaded; 2025Q3: 260 shares; 2025Q4: 261 shares; 2026Q1: 263 shares; 2026Q2: 231 shares 231 $118K 0.08% -32 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,802 shares; 2025Q1: 8,581 shares; 2025Q2: not loaded; 2025Q3: 6,461 shares; 2025Q4: 5,209 shares; 2026Q1: 4,615 shares; 2026Q2: 4,530 shares 4,530 $111K 0.08% -85 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,216 shares; 2025Q1: 1,232 shares; 2025Q2: not loaded; 2025Q3: 866 shares; 2025Q4: 780 shares; 2026Q1: 781 shares; 2026Q2: 782 shares 782 $108K 0.07% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 35,681 shares; 2025Q4: 38,678 shares; 2026Q1: 45,617 shares; 2026Q2: 5,809 shares 5,809 $107K 0.07% -39,808 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 386 shares; 2025Q1: 333 shares; 2025Q2: not loaded; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 298 shares; 2026Q2: 273 shares 273 $103K 0.07% -25 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 116,717 shares; 2025Q1: 24,635 shares; 2025Q2: not loaded; 2025Q3: 11,355 shares; 2025Q4: 4,626 shares; 2026Q1: 3,829 shares; 2026Q2: 3,854 shares 3,854 $101K 0.07% +25 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: not loaded; 2025Q3: 1,361 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares; 2026Q2: 1,439 shares 1,439 $94.4K 0.06% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 396 shares; 2025Q2: not loaded; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 241 shares; 2026Q2: 242 shares 242 $88.4K 0.06% +1 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: not loaded; 2024Q4: 7,344 shares; 2025Q1: 5,797 shares; 2025Q2: not loaded; 2025Q3: 4,391 shares; 2025Q4: 3,371 shares; 2026Q1: 3,021 shares; 2026Q2: 3,024 shares 3,024 $87.7K 0.06% +3 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 136,648 shares; 2025Q1: 2,589 shares; 2025Q2: not loaded; 2025Q3: 1,831 shares; 2025Q4: 1,834 shares; 2026Q1: 1,839 shares; 2026Q2: 1,271 shares 1,271 $86.5K 0.06% -568 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,888 shares; 2025Q1: 1,816 shares; 2025Q2: not loaded; 2025Q3: 773 shares; 2025Q4: 777 shares; 2026Q1: 781 shares; 2026Q2: 785 shares 785 $83.5K 0.06% +4 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not loaded; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $81.8K 0.06% 0 Timeline RZG 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 loaded; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: not loaded; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $81.2K 0.06% 0 Timeline RSPT 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 loaded; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: not loaded; 2025Q3: 1,386 shares; 2025Q4: 1,212 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $78.2K 0.05% 0 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 loaded; 2024Q4: not reported; 2025Q1: 6,744 shares; 2025Q2: not loaded; 2025Q3: 10,475 shares; 2025Q4: 1,956 shares; 2026Q1: 3,112 shares; 2026Q2: 1,900 shares 1,900 $77.5K 0.05% -1,212 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 752 shares; 2025Q4: 756 shares; 2026Q1: 761 shares; 2026Q2: 766 shares 766 $76.5K 0.05% +5 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: not loaded; 2024Q4: 935 shares; 2025Q1: 937 shares; 2025Q2: not loaded; 2025Q3: 941 shares; 2025Q4: 947 shares; 2026Q1: 948 shares; 2026Q2: 950 shares 950 $67.7K 0.05% +2 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: not loaded; 2024Q4: 59 shares; 2025Q1: 586 shares; 2025Q2: not loaded; 2025Q3: 294 shares; 2025Q4: 230 shares; 2026Q1: 211 shares; 2026Q2: 192 shares 192 $67.6K 0.05% -19 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: not loaded; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $65.2K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $65.1K 0.04% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 706 shares 706 $63K 0.04% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: not loaded; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $62.2K 0.04% 0 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: not loaded; 2025Q3: 407 shares; 2025Q4: 406 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $61.8K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,905 shares; 2025Q1: 1,394 shares; 2025Q2: not loaded; 2025Q3: 730 shares; 2025Q4: 1,063 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares 1,064 $56.5K 0.04% 0 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: not loaded; 2024Q4: 332 shares; 2025Q1: 334 shares; 2025Q2: not loaded; 2025Q3: 337 shares; 2025Q4: 338 shares; 2026Q1: 340 shares; 2026Q2: 342 shares 342 $55.3K 0.04% +2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: not loaded; 2025Q3: 221 shares; 2025Q4: 442 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $51.9K 0.04% 0 Timeline AVLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $50.2K 0.03% new Timeline SPBO 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 loaded; 2024Q4: 2,277 shares; 2025Q1: 2,177 shares; 2025Q2: not loaded; 2025Q3: 1,930 shares; 2025Q4: 1,695 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares 1,696 $49.2K 0.03% 0 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: not loaded; 2024Q4: 170 shares; 2025Q1: 2,215 shares; 2025Q2: not loaded; 2025Q3: 170 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $46.6K 0.03% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,923 shares; 2025Q1: 11,244 shares; 2025Q2: not loaded; 2025Q3: 4,382 shares; 2025Q4: 2,570 shares; 2026Q1: 1,944 shares; 2026Q2: 1,949 shares 1,949 $46.1K 0.03% +5 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 101,938 shares; 2025Q1: 912 shares; 2025Q2: not loaded; 2025Q3: 570 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 599 shares 599 $45.8K 0.03% +16 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,876 shares; 2025Q1: 11,195 shares; 2025Q2: not loaded; 2025Q3: 4,348 shares; 2025Q4: 2,544 shares; 2026Q1: 1,925 shares; 2026Q2: 1,930 shares 1,930 $45.4K 0.03% +5 Timeline RSPD 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 loaded; 2024Q4: 2,737 shares; 2025Q1: 2,737 shares; 2025Q2: not loaded; 2025Q3: 1,177 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $45K 0.03% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: not loaded; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $44.9K 0.03% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,519 shares; 2025Q1: 622 shares; 2025Q2: not loaded; 2025Q3: 345 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 353 shares 353 $43.9K 0.03% +3 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 447 shares 447 $43.1K 0.03% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,726 shares; 2025Q1: 447 shares; 2025Q2: not loaded; 2025Q3: 190 shares; 2025Q4: 174 shares; 2026Q1: 175 shares; 2026Q2: 163 shares 163 $41.1K 0.03% -12 Timeline EMTL 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: not loaded; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: not loaded; 2025Q3: 910 shares; 2025Q4: 909 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $38.9K 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: not loaded; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $35.5K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 578 shares; 2025Q1: 581 shares; 2025Q2: not loaded; 2025Q3: 585 shares; 2025Q4: 584 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $33.3K 0.02% 0 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: not loaded; 2024Q4: 455,160 shares; 2025Q1: 3,278 shares; 2025Q2: not loaded; 2025Q3: 1,248 shares; 2025Q4: 1,264 shares; 2026Q1: 1,273 shares; 2026Q2: 1,286 shares 1,286 $32.8K 0.02% +13 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 252,069 shares; 2025Q1: 1,739 shares; 2025Q2: not loaded; 2025Q3: 682 shares; 2025Q4: 691 shares; 2026Q1: 697 shares; 2026Q2: 704 shares 704 $32.5K 0.02% +7 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: not loaded; 2025Q3: 117 shares; 2025Q4: 116 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $32.2K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: not loaded; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $30.1K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: not loaded; 2025Q3: 293 shares; 2025Q4: 292 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $29.9K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 246 shares; 2025Q4: 245 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $27.8K 0.02% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $25.7K 0.02% new 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: not loaded; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: not loaded; 2025Q3: 537 shares; 2025Q4: 536 shares; 2026Q1: 537 shares; 2026Q2: 512 shares 512 $25.7K 0.02% -25 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $23.4K 0.02% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $22.7K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: not loaded; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $21.7K 0.01% 0 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 loaded; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: not loaded; 2025Q3: 357 shares; 2025Q4: 359 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $21.5K 0.01% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,975 shares; 2025Q1: 5,856 shares; 2025Q2: not loaded; 2025Q3: 1,486 shares; 2025Q4: 754 shares; 2026Q1: 528 shares; 2026Q2: 530 shares 530 $21.4K 0.01% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: not loaded; 2025Q3: 137 shares; 2025Q4: 136 shares; 2026Q1: 137 shares; 2026Q2: 138 shares 138 $20.2K 0.01% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: not loaded; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $19K 0.01% 0 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: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not loaded; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $18.9K 0.01% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $18.3K 0.01% 0 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: not loaded; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: not loaded; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $18K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,785 shares; 2025Q1: 940 shares; 2025Q2: not loaded; 2025Q3: 372 shares; 2025Q4: 342 shares; 2026Q1: 343 shares; 2026Q2: 348 shares 348 $17.1K 0.01% +5 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 181 shares; 2025Q1: 182 shares; 2025Q2: not loaded; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $17.1K 0.01% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $16.1K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 128 shares 128 $15.9K 0.01% +116 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 95 shares; 2025Q2: not loaded; 2025Q3: 95 shares; 2025Q4: 94 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $14.9K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 301 shares; 2025Q4: 302 shares; 2026Q1: 304 shares; 2026Q2: 64 shares 64 $14.4K 0.01% -240 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 741 shares; 2025Q1: 689 shares; 2025Q2: not loaded; 2025Q3: 360 shares; 2025Q4: 297 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $14K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $13.6K 0.01% new Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: not loaded; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $13.5K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: not loaded; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $11.2K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,268 shares; 2025Q1: 68 shares; 2025Q2: not loaded; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 49 shares 49 $11K 0.01% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 500 shares; 2025Q4: 506 shares; 2026Q1: 507 shares; 2026Q2: 106 shares 106 $11K 0.01% -401 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 603 shares; 2025Q4: 604 shares; 2026Q1: 606 shares; 2026Q2: 127 shares 127 $10.3K 0.01% -479 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: not loaded; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 92 shares; 2026Q2: 44 shares 44 $9.53K 0.01% -48 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: not loaded; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $9.39K 0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 152 shares; 2026Q2: 33 shares 33 $8.92K 0.01% -119 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 469 shares; 2025Q4: 472 shares; 2026Q1: 476 shares; 2026Q2: 99 shares 99 $7.96K 0.01% -377 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $7.53K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,784 shares; 2025Q1: 257 shares; 2025Q2: not loaded; 2025Q3: 132 shares; 2025Q4: 135 shares; 2026Q1: 136 shares; 2026Q2: 138 shares 138 $7.22K <0.01% +2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $7.21K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 967 shares; 2025Q4: 569 shares; 2026Q1: 97 shares; 2026Q2: 27 shares 27 $6.87K <0.01% -70 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 197 shares; 2026Q2: 41 shares 41 $6.37K <0.01% -156 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 404 shares; 2025Q4: 408 shares; 2026Q1: 413 shares; 2026Q2: 87 shares 87 $5.92K <0.01% -326 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $5.69K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118 shares; 2025Q1: 119 shares; 2025Q2: not loaded; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 34 shares 34 $3.69K <0.01% +1 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 183 shares; 2025Q1: 187 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.38K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: not loaded; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $3.2K <0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,843 shares; 2025Q1: 184 shares; 2025Q2: not loaded; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 54 shares; 2026Q2: 55 shares 55 $2.59K <0.01% +1 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $2.27K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: not loaded; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $1.56K <0.01% 0 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not loaded; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $1K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not loaded; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $802 <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $345 <0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $339 <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not loaded; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $51 <0.01% 0 Timeline