AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,641 shares; 2024Q4: 125,948 shares; 2025Q1: 132,387 shares; 2025Q2: 139,815 shares; 2025Q3: 145,461 shares; 2025Q4: 147,654 shares; 2026Q1: 164,367 shares; 2026Q2: 163,706 shares 163,706 $47.4M 3.83% -661 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882,226 shares; 2024Q4: 900,169 shares; 2025Q1: 907,062 shares; 2025Q2: 941,590 shares; 2025Q3: 893,821 shares; 2025Q4: 936,425 shares; 2026Q1: 956,187 shares; 2026Q2: 932,608 shares 932,608 $46M 3.72% -23,579 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: 37,179 shares; 2024Q4: 62,557 shares; 2025Q1: 64,575 shares; 2025Q2: 64,550 shares; 2025Q3: 69,950 shares; 2025Q4: 72,868 shares; 2026Q1: 345,876 shares; 2026Q2: 357,980 shares 357,980 $40.5M 3.28% +12,104 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,695 shares; 2024Q4: 13,367 shares; 2025Q1: 13,346 shares; 2025Q2: 12,600 shares; 2025Q3: 24,395 shares; 2025Q4: 23,674 shares; 2026Q1: 32,083 shares; 2026Q2: 30,496 shares 30,496 $35.2M 2.85% -1,587 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466,506 shares; 2024Q4: 459,917 shares; 2025Q1: 493,146 shares; 2025Q2: 556,879 shares; 2025Q3: 603,539 shares; 2025Q4: 661,446 shares; 2026Q1: 713,740 shares; 2026Q2: 735,937 shares 735,937 $34.5M 2.79% +22,197 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 593 shares; 2025Q1: 613,791 shares; 2025Q2: 772,936 shares; 2025Q3: 926,235 shares; 2025Q4: 1,071,146 shares; 2026Q1: 1,172,812 shares; 2026Q2: 1,230,054 shares 1,230,054 $32.6M 2.64% +57,242 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: 69,664 shares; 2024Q4: 71,284 shares; 2025Q1: 72,394 shares; 2025Q2: 76,722 shares; 2025Q3: 79,256 shares; 2025Q4: 77,036 shares; 2026Q1: 84,461 shares; 2026Q2: 87,096 shares 87,096 $32.2M 2.61% +2,635 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,041 shares; 2024Q4: 138,216 shares; 2025Q1: 664,244 shares; 2025Q2: 742,923 shares; 2025Q3: 912,966 shares; 2025Q4: 1,026,504 shares; 2026Q1: 1,108,814 shares; 2026Q2: 1,129,480 shares 1,129,480 $29.6M 2.39% +20,666 Timeline VXF 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: 93,792 shares; 2024Q4: 95,118 shares; 2025Q1: 96,660 shares; 2025Q2: 101,232 shares; 2025Q3: 103,237 shares; 2025Q4: 106,521 shares; 2026Q1: 108,599 shares; 2026Q2: 109,789 shares 109,789 $27M 2.19% +1,190 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: 87,022 shares; 2024Q4: 86,464 shares; 2025Q1: 90,640 shares; 2025Q2: 96,041 shares; 2025Q3: 98,668 shares; 2025Q4: 104,580 shares; 2026Q1: 110,273 shares; 2026Q2: 115,558 shares 115,558 $23.1M 1.87% +5,285 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: 43,621 shares; 2024Q4: 43,823 shares; 2025Q1: 43,275 shares; 2025Q2: 45,417 shares; 2025Q3: 44,661 shares; 2025Q4: 51,827 shares; 2026Q1: 53,285 shares; 2026Q2: 54,262 shares 54,262 $20.2M 1.64% +977 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: 30,062 shares; 2024Q4: 30,400 shares; 2025Q1: 31,177 shares; 2025Q2: 26,356 shares; 2025Q3: 26,314 shares; 2025Q4: 25,554 shares; 2026Q1: 25,238 shares; 2026Q2: 24,113 shares 24,113 $17.8M 1.44% -1,125 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: 69,968 shares; 2024Q4: 73,350 shares; 2025Q1: 68,851 shares; 2025Q2: 70,828 shares; 2025Q3: 73,567 shares; 2025Q4: 69,184 shares; 2026Q1: 71,747 shares; 2026Q2: 73,788 shares 73,788 $17.6M 1.42% +2,041 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: 10,019 shares; 2024Q4: 10,797 shares; 2025Q1: 13,252 shares; 2025Q2: 17,920 shares; 2025Q3: 21,131 shares; 2025Q4: 21,387 shares; 2026Q1: 22,150 shares; 2026Q2: 25,466 shares 25,466 $17.5M 1.41% +3,316 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: 196,985 shares; 2024Q4: 204,282 shares; 2025Q1: 206,893 shares; 2025Q2: 178,637 shares; 2025Q3: 183,891 shares; 2025Q4: 191,469 shares; 2026Q1: 205,944 shares; 2026Q2: 233,019 shares 233,019 $17.1M 1.38% +27,075 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: 74,915 shares; 2024Q4: 75,889 shares; 2025Q1: 77,176 shares; 2025Q2: 78,018 shares; 2025Q3: 79,477 shares; 2025Q4: 72,311 shares; 2026Q1: 73,503 shares; 2026Q2: 75,092 shares 75,092 $14M 1.13% +1,589 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: 31,555 shares; 2024Q4: 31,788 shares; 2025Q1: 31,181 shares; 2025Q2: 31,416 shares; 2025Q3: 32,348 shares; 2025Q4: 35,391 shares; 2026Q1: 35,463 shares; 2026Q2: 37,524 shares 37,524 $13.4M 1.08% +2,061 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: 34,440 shares; 2024Q4: 34,597 shares; 2025Q1: 34,447 shares; 2025Q2: 37,530 shares; 2025Q3: 38,120 shares; 2025Q4: 38,871 shares; 2026Q1: 37,623 shares; 2026Q2: 36,644 shares 36,644 $13.4M 1.08% -979 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 159,819 shares; 2025Q4: 194,336 shares; 2026Q1: 214,817 shares; 2026Q2: 238,288 shares 238,288 $12.7M 1.03% +23,471 Timeline VV 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: 37,476 shares; 2024Q4: 37,488 shares; 2025Q1: 37,045 shares; 2025Q2: 36,894 shares; 2025Q3: 37,015 shares; 2025Q4: 36,862 shares; 2026Q1: 37,105 shares; 2026Q2: 34,384 shares 34,384 $11.8M 0.96% -2,721 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: 98,573 shares; 2024Q4: 100,002 shares; 2025Q1: 103,210 shares; 2025Q2: 104,977 shares; 2025Q3: 108,251 shares; 2025Q4: 106,350 shares; 2026Q1: 109,337 shares; 2026Q2: 113,726 shares 113,726 $11M 0.89% +4,389 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: 15,699 shares; 2024Q4: 15,189 shares; 2025Q1: 14,771 shares; 2025Q2: 13,546 shares; 2025Q3: 13,467 shares; 2025Q4: 13,456 shares; 2026Q1: 13,589 shares; 2026Q2: 14,199 shares 14,199 $10.6M 0.86% +610 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423,609 shares; 2025Q4: 386,244 shares; 2026Q1: 431,710 shares; 2026Q2: 446,026 shares 446,026 $10.5M 0.85% +14,316 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,030 shares; 2024Q4: 86,418 shares; 2025Q1: 90,171 shares; 2025Q2: 90,892 shares; 2025Q3: 93,072 shares; 2025Q4: 96,296 shares; 2026Q1: 99,163 shares; 2026Q2: 108,419 shares 108,419 $8.32M 0.67% +9,256 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 316 shares; 2025Q1: 319 shares; 2025Q2: 374 shares; 2025Q3: 344 shares; 2025Q4: 411 shares; 2026Q1: 496 shares; 2026Q2: 10,918 shares 10,918 $8.25M 0.67% +10,422 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: 240,792 shares; 2024Q4: 247,330 shares; 2025Q1: 266,385 shares; 2025Q2: 275,418 shares; 2025Q3: 266,574 shares; 2025Q4: 248,206 shares; 2026Q1: 227,121 shares; 2026Q2: 259,619 shares 259,619 $8.23M 0.67% +32,498 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,008 shares; 2024Q4: 23,764 shares; 2025Q1: 24,883 shares; 2025Q2: 25,505 shares; 2025Q3: 26,516 shares; 2025Q4: 25,653 shares; 2026Q1: 26,071 shares; 2026Q2: 26,197 shares 26,197 $7.94M 0.64% +126 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: 6,958 shares; 2024Q4: 6,775 shares; 2025Q1: 6,890 shares; 2025Q2: 6,995 shares; 2025Q3: 7,794 shares; 2025Q4: 9,849 shares; 2026Q1: 9,886 shares; 2026Q2: 10,470 shares 10,470 $7.82M 0.63% +584 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: 26,719 shares; 2024Q4: 29,327 shares; 2025Q1: 29,377 shares; 2025Q2: 57,455 shares; 2025Q3: 38,638 shares; 2025Q4: 37,730 shares; 2026Q1: 78,404 shares; 2026Q2: 81,394 shares 81,394 $7.46M 0.6% +2,990 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,606 shares; 2024Q4: 20,707 shares; 2025Q1: 21,941 shares; 2025Q2: 22,014 shares; 2025Q3: 22,589 shares; 2025Q4: 22,096 shares; 2026Q1: 22,515 shares; 2026Q2: 91,580 shares 91,580 $7.38M 0.6% +69,065 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: 37,364 shares; 2024Q4: 37,486 shares; 2025Q1: 36,915 shares; 2025Q2: 42,006 shares; 2025Q3: 43,018 shares; 2025Q4: 44,054 shares; 2026Q1: 53,900 shares; 2026Q2: 61,994 shares 61,994 $7.38M 0.6% +8,094 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,653 shares; 2024Q4: 74,442 shares; 2025Q1: 81,875 shares; 2025Q2: 114,619 shares; 2025Q3: 137,854 shares; 2025Q4: 147,641 shares; 2026Q1: 151,697 shares; 2026Q2: 155,308 shares 155,308 $7.33M 0.59% +3,611 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: 154,842 shares; 2024Q4: 170,227 shares; 2025Q1: 168,174 shares; 2025Q2: 166,160 shares; 2025Q3: 166,622 shares; 2025Q4: 151,589 shares; 2026Q1: 138,090 shares; 2026Q2: 136,824 shares 136,824 $6.89M 0.56% -1,266 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: 129,586 shares; 2024Q4: 127,445 shares; 2025Q1: 127,852 shares; 2025Q2: 128,930 shares; 2025Q3: 88,138 shares; 2025Q4: 78,740 shares; 2026Q1: 76,186 shares; 2026Q2: 76,643 shares 76,643 $6.74M 0.54% +457 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: 22,351 shares; 2024Q4: 22,453 shares; 2025Q1: 23,786 shares; 2025Q2: 25,786 shares; 2025Q3: 25,466 shares; 2025Q4: 26,127 shares; 2026Q1: 27,394 shares; 2026Q2: 28,993 shares 28,993 $6.32M 0.51% +1,599 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; 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: 68,903 shares 68,903 $6.28M 0.51% new 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: 4,311 shares; 2024Q4: 4,353 shares; 2025Q1: 4,931 shares; 2025Q2: 6,098 shares; 2025Q3: 7,073 shares; 2025Q4: 7,274 shares; 2026Q1: 7,195 shares; 2026Q2: 6,526 shares 6,526 $6.11M 0.49% -669 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: 17,531 shares; 2024Q4: 17,795 shares; 2025Q1: 17,225 shares; 2025Q2: 18,101 shares; 2025Q3: 18,635 shares; 2025Q4: 19,755 shares; 2026Q1: 19,585 shares; 2026Q2: 18,447 shares 18,447 $6.04M 0.49% -1,138 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,144 shares; 2024Q4: 66,142 shares; 2025Q1: 70,361 shares; 2025Q2: 77,430 shares; 2025Q3: 105,250 shares; 2025Q4: 123,318 shares; 2026Q1: 155,139 shares; 2026Q2: 173,380 shares 173,380 $6M 0.49% +18,241 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 17 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,420 shares; 2026Q1: 104,536 shares; 2026Q2: 104,492 shares 104,492 $5.98M 0.48% -44 Timeline TIPX 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: 286,806 shares; 2024Q4: 284,131 shares; 2025Q1: 286,185 shares; 2025Q2: 307,908 shares; 2025Q3: 266,826 shares; 2025Q4: 287,237 shares; 2026Q1: 306,945 shares; 2026Q2: 314,784 shares 314,784 $5.96M 0.48% +7,839 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: 10,794 shares; 2024Q4: 10,965 shares; 2025Q1: 11,536 shares; 2025Q2: 12,544 shares; 2025Q3: 13,465 shares; 2025Q4: 14,221 shares; 2026Q1: 14,901 shares; 2026Q2: 15,764 shares 15,764 $5.95M 0.48% +863 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,984 shares; 2026Q2: 25,012 shares 25,012 $5.9M 0.48% +10,028 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,740 shares; 2024Q4: 85,018 shares; 2025Q1: 89,866 shares; 2025Q2: 94,439 shares; 2025Q3: 98,615 shares; 2025Q4: 105,497 shares; 2026Q1: 109,828 shares; 2026Q2: 115,425 shares 115,425 $5.84M 0.47% +5,597 Timeline VONG 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: 38,442 shares; 2024Q4: 38,759 shares; 2025Q1: 40,881 shares; 2025Q2: 43,319 shares; 2025Q3: 44,425 shares; 2025Q4: 44,474 shares; 2026Q1: 45,168 shares; 2026Q2: 44,929 shares 44,929 $5.74M 0.46% -239 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 183 shares; 2025Q1: 191 shares; 2025Q2: 282 shares; 2025Q3: 410 shares; 2025Q4: 542 shares; 2026Q1: not reported; 2026Q2: 21,920 shares 21,920 $5.72M 0.46% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,594 shares; 2025Q1: 1,927 shares; 2025Q2: 2,175 shares; 2025Q3: 1,799 shares; 2025Q4: 2,103 shares; 2026Q1: 2,448 shares; 2026Q2: 4,744 shares 4,744 $5.69M 0.46% +2,296 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: 62,287 shares; 2024Q4: 65,674 shares; 2025Q1: 68,807 shares; 2025Q2: 69,141 shares; 2025Q3: 73,363 shares; 2025Q4: 97,293 shares; 2026Q1: 102,826 shares; 2026Q2: 122,933 shares 122,933 $5.67M 0.46% +20,107 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: 8,177 shares; 2024Q4: 8,135 shares; 2025Q1: 9,445 shares; 2025Q2: 9,330 shares; 2025Q3: 10,345 shares; 2025Q4: 11,045 shares; 2026Q1: 10,617 shares; 2026Q2: 10,951 shares 10,951 $5.48M 0.44% +334 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: 311 shares; 2024Q4: 270 shares; 2025Q1: 334 shares; 2025Q2: 11,960 shares; 2025Q3: not reported; 2025Q4: 18,483 shares; 2026Q1: 19,565 shares; 2026Q2: 19,633 shares 19,633 $5.41M 0.44% +68 Timeline JPIE 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: 44,865 shares; 2024Q4: 56,953 shares; 2025Q1: 76,330 shares; 2025Q2: 90,738 shares; 2025Q3: 100,279 shares; 2025Q4: 108,526 shares; 2026Q1: 113,246 shares; 2026Q2: 114,965 shares 114,965 $5.29M 0.43% +1,719 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,222 shares; 2025Q1: 18,952 shares; 2025Q2: 17,219 shares; 2025Q3: 17,412 shares; 2025Q4: 16,445 shares; 2026Q1: 13,556 shares; 2026Q2: 14,603 shares 14,603 $5.16M 0.42% +1,047 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: 79,641 shares; 2024Q4: 86,778 shares; 2025Q1: 95,990 shares; 2025Q2: 95,522 shares; 2025Q3: 117,001 shares; 2025Q4: 109,546 shares; 2026Q1: 107,107 shares; 2026Q2: 90,569 shares 90,569 $5.12M 0.41% -16,538 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,726 shares; 2024Q4: 53,760 shares; 2025Q1: 54,390 shares; 2025Q2: 54,436 shares; 2025Q3: 82,209 shares; 2025Q4: 80,803 shares; 2026Q1: 94,936 shares; 2026Q2: 95,515 shares 95,515 $4.95M 0.4% +579 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: 12,905 shares; 2024Q4: 12,927 shares; 2025Q1: 12,843 shares; 2025Q2: 15,370 shares; 2025Q3: 15,946 shares; 2025Q4: 16,305 shares; 2026Q1: 16,618 shares; 2026Q2: 15,955 shares 15,955 $4.79M 0.39% -663 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,317 shares; 2024Q4: 124,150 shares; 2025Q1: 120,531 shares; 2025Q2: 112,396 shares; 2025Q3: 113,695 shares; 2025Q4: 114,608 shares; 2026Q1: 109,401 shares; 2026Q2: 105,135 shares 105,135 $4.68M 0.38% -4,266 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: 67,478 shares; 2024Q4: 72,511 shares; 2025Q1: 73,414 shares; 2025Q2: 82,303 shares; 2025Q3: 90,018 shares; 2025Q4: 99,744 shares; 2026Q1: 101,436 shares; 2026Q2: 105,223 shares 105,223 $4.54M 0.37% +3,787 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: 3,657 shares; 2024Q4: 2,764 shares; 2025Q1: 2,897 shares; 2025Q2: 6,298 shares; 2025Q3: 6,813 shares; 2025Q4: 7,282 shares; 2026Q1: 7,119 shares; 2026Q2: 7,571 shares 7,571 $4.4M 0.36% +452 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 3,614 shares; 2025Q1: 3,605 shares; 2025Q2: 3,357 shares; 2025Q3: 3,156 shares; 2025Q4: 2,721 shares; 2026Q1: 1,796 shares; 2026Q2: 21,273 shares 21,273 $4.36M 0.35% +19,477 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,906 shares; 2024Q4: 11,429 shares; 2025Q1: 12,148 shares; 2025Q2: 14,798 shares; 2025Q3: 15,434 shares; 2025Q4: 21,448 shares; 2026Q1: 33,295 shares; 2026Q2: 70,374 shares 70,374 $4.2M 0.34% +37,079 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,518 shares; 2024Q4: 61,426 shares; 2025Q1: 58,155 shares; 2025Q2: 55,743 shares; 2025Q3: 56,569 shares; 2025Q4: 54,598 shares; 2026Q1: 56,135 shares; 2026Q2: 56,508 shares 56,508 $4.2M 0.34% +373 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: 86,114 shares; 2024Q4: 87,960 shares; 2025Q1: 92,200 shares; 2025Q2: 97,558 shares; 2025Q3: 91,689 shares; 2025Q4: 82,663 shares; 2026Q1: 79,364 shares; 2026Q2: 80,846 shares 80,846 $4.19M 0.34% +1,482 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,570 shares; 2024Q4: 10,006 shares; 2025Q1: 19,695 shares; 2025Q2: 24,225 shares; 2025Q3: 45,011 shares; 2025Q4: 70,060 shares; 2026Q1: 94,030 shares; 2026Q2: 109,546 shares 109,546 $4.16M 0.34% +15,516 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109,227 shares 109,227 $4.09M 0.33% new 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: 6,365 shares; 2024Q4: 6,623 shares; 2025Q1: 6,931 shares; 2025Q2: 7,220 shares; 2025Q3: 7,217 shares; 2025Q4: 7,551 shares; 2026Q1: 7,967 shares; 2026Q2: 47,303 shares 47,303 $4.07M 0.33% +39,336 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,443 shares; 2025Q1: 1,353 shares; 2025Q2: 1,723 shares; 2025Q3: 2,607 shares; 2025Q4: 3,178 shares; 2026Q1: 3,864 shares; 2026Q2: 3,824 shares 3,824 $4.07M 0.33% -40 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: 5,218 shares; 2024Q4: 5,178 shares; 2025Q1: 5,198 shares; 2025Q2: 5,464 shares; 2025Q3: 6,074 shares; 2025Q4: 6,800 shares; 2026Q1: 6,655 shares; 2026Q2: 7,190 shares 7,190 $4.05M 0.33% +535 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: 7,527 shares; 2024Q4: 7,481 shares; 2025Q1: 6,635 shares; 2025Q2: 7,164 shares; 2025Q3: 8,901 shares; 2025Q4: 9,622 shares; 2026Q1: 9,504 shares; 2026Q2: 9,613 shares 9,613 $4.04M 0.33% +109 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 12,632 shares; 2025Q1: 12,407 shares; 2025Q2: 9,353 shares; 2025Q3: 31,422 shares; 2025Q4: 27,134 shares; 2026Q1: 34,449 shares; 2026Q2: 35,181 shares 35,181 $4.04M 0.33% +732 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 48,012 shares 48,012 $3.97M 0.32% +40,012 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,462 shares; 2024Q4: 55,791 shares; 2025Q1: 41,792 shares; 2025Q2: 40,179 shares; 2025Q3: 38,685 shares; 2025Q4: 38,676 shares; 2026Q1: 42,440 shares; 2026Q2: 46,159 shares 46,159 $3.95M 0.32% +3,719 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 50 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,429 shares 45,429 $3.92M 0.32% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,483 shares; 2024Q4: 61,416 shares; 2025Q1: 58,838 shares; 2025Q2: 64,382 shares; 2025Q3: 69,941 shares; 2025Q4: 72,625 shares; 2026Q1: 78,237 shares; 2026Q2: 80,653 shares 80,653 $3.89M 0.31% +2,416 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 2,480 shares; 2025Q4: 2,829 shares; 2026Q1: 2,769 shares; 2026Q2: 33,996 shares 33,996 $3.86M 0.31% +31,227 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,611 shares; 2024Q4: 28,923 shares; 2025Q1: 29,790 shares; 2025Q2: 27,781 shares; 2025Q3: 48,965 shares; 2025Q4: 32,474 shares; 2026Q1: 79,031 shares; 2026Q2: 75,093 shares 75,093 $3.8M 0.31% -3,938 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: 10,416 shares; 2024Q4: 10,589 shares; 2025Q1: 12,289 shares; 2025Q2: 12,762 shares; 2025Q3: 13,354 shares; 2025Q4: 20,817 shares; 2026Q1: 23,478 shares; 2026Q2: 44,426 shares 44,426 $3.6M 0.29% +20,948 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,411 shares; 2024Q4: 16,934 shares; 2025Q1: 17,437 shares; 2025Q2: 17,737 shares; 2025Q3: 21,203 shares; 2025Q4: 22,632 shares; 2026Q1: 23,144 shares; 2026Q2: 21,588 shares 21,588 $3.58M 0.29% -1,556 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,919 shares; 2024Q4: 12,917 shares; 2025Q1: 15,201 shares; 2025Q2: 14,103 shares; 2025Q3: 14,373 shares; 2025Q4: 16,727 shares; 2026Q1: 14,675 shares; 2026Q2: 14,967 shares 14,967 $3.58M 0.29% +292 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,411 shares; 2024Q4: 45,397 shares; 2025Q1: 47,816 shares; 2025Q2: 52,395 shares; 2025Q3: 60,201 shares; 2025Q4: 73,375 shares; 2026Q1: 73,056 shares; 2026Q2: 83,621 shares 83,621 $3.55M 0.29% +10,565 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,767 shares; 2024Q4: 46,230 shares; 2025Q1: 57,615 shares; 2025Q2: 81,086 shares; 2025Q3: 74,295 shares; 2025Q4: 73,324 shares; 2026Q1: 73,108 shares; 2026Q2: 70,890 shares 70,890 $3.53M 0.29% -2,218 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,309 shares; 2024Q4: 14,405 shares; 2025Q1: 14,428 shares; 2025Q2: 13,806 shares; 2025Q3: 13,771 shares; 2025Q4: 13,915 shares; 2026Q1: 13,851 shares; 2026Q2: 13,684 shares 13,684 $3.44M 0.28% -167 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,791 shares; 2026Q1: 40,876 shares; 2026Q2: 67,223 shares 67,223 $3.43M 0.28% +26,347 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: 6,508 shares; 2024Q4: 6,405 shares; 2025Q1: 6,560 shares; 2025Q2: 9,232 shares; 2025Q3: 9,645 shares; 2025Q4: 10,982 shares; 2026Q1: 18,172 shares; 2026Q2: 24,896 shares 24,896 $3.42M 0.28% +6,724 Timeline EMLP 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: 46,348 shares; 2024Q4: 52,399 shares; 2025Q1: 64,414 shares; 2025Q2: 67,909 shares; 2025Q3: 69,667 shares; 2025Q4: 73,173 shares; 2026Q1: 73,194 shares; 2026Q2: 77,189 shares 77,189 $3.36M 0.27% +3,995 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,850 shares; 2024Q4: 12,853 shares; 2025Q1: 12,864 shares; 2025Q2: 17,877 shares; 2025Q3: 19,546 shares; 2025Q4: 28,365 shares; 2026Q1: 29,369 shares; 2026Q2: 30,429 shares 30,429 $3.36M 0.27% +1,060 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: 31,836 shares; 2024Q4: 32,640 shares; 2025Q1: 33,405 shares; 2025Q2: 38,149 shares; 2025Q3: 40,305 shares; 2025Q4: 41,675 shares; 2026Q1: 41,934 shares; 2026Q2: 39,290 shares 39,290 $3.25M 0.26% -2,644 Timeline AVDV 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: 40,981 shares; 2024Q4: 41,651 shares; 2025Q1: 38,846 shares; 2025Q2: 38,629 shares; 2025Q3: 38,547 shares; 2025Q4: 36,476 shares; 2026Q1: 36,167 shares; 2026Q2: 31,532 shares 31,532 $3.25M 0.26% -4,635 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,491 shares; 2024Q4: 5,498 shares; 2025Q1: 5,242 shares; 2025Q2: 5,006 shares; 2025Q3: 5,122 shares; 2025Q4: 5,145 shares; 2026Q1: 5,234 shares; 2026Q2: 5,027 shares 5,027 $3.22M 0.26% -207 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,876 shares; 2024Q4: 39,708 shares; 2025Q1: 46,512 shares; 2025Q2: 52,496 shares; 2025Q3: 52,833 shares; 2025Q4: 54,001 shares; 2026Q1: 54,808 shares; 2026Q2: 57,942 shares 57,942 $3.17M 0.26% +3,134 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,352 shares; 2024Q4: 130,728 shares; 2025Q1: 130,476 shares; 2025Q2: 127,094 shares; 2025Q3: 131,443 shares; 2025Q4: 145,489 shares; 2026Q1: 142,153 shares; 2026Q2: 141,309 shares 141,309 $3.15M 0.25% -844 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: 13,619 shares; 2024Q4: 13,418 shares; 2025Q1: 12,327 shares; 2025Q2: 11,377 shares; 2025Q3: 11,947 shares; 2025Q4: 11,852 shares; 2026Q1: 10,414 shares; 2026Q2: 8,209 shares 8,209 $3.02M 0.24% -2,205 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,319 shares; 2024Q4: 31,150 shares; 2025Q1: 32,102 shares; 2025Q2: 32,370 shares; 2025Q3: 33,289 shares; 2025Q4: 34,886 shares; 2026Q1: 36,046 shares; 2026Q2: 38,021 shares 38,021 $3M 0.24% +1,975 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,412 shares; 2026Q2: 14,446 shares 14,446 $2.99M 0.24% +34 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,656 shares; 2024Q4: 15,217 shares; 2025Q1: 16,923 shares; 2025Q2: 16,951 shares; 2025Q3: 19,590 shares; 2025Q4: 24,330 shares; 2026Q1: 25,341 shares; 2026Q2: 37,102 shares 37,102 $2.97M 0.24% +11,761 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: 85,904 shares; 2024Q4: 87,059 shares; 2025Q1: 6,410 shares; 2025Q2: 7,378 shares; 2025Q3: 6,529 shares; 2025Q4: 7,888 shares; 2026Q1: 16,322 shares; 2026Q2: 23,571 shares 23,571 $2.94M 0.24% +7,249 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: 2,388 shares; 2024Q4: 2,346 shares; 2025Q1: 2,432 shares; 2025Q2: 3,513 shares; 2025Q3: 3,208 shares; 2025Q4: 3,434 shares; 2026Q1: 6,959 shares; 2026Q2: 9,450 shares 9,450 $2.86M 0.23% +2,491 Timeline XBI 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: 33,029 shares; 2024Q4: 1,576 shares; 2025Q1: 945 shares; 2025Q2: not reported; 2025Q3: 3,974 shares; 2025Q4: 3,829 shares; 2026Q1: 3,683 shares; 2026Q2: 18,013 shares 18,013 $2.85M 0.23% +14,330 Timeline VNQ 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: 24,489 shares; 2024Q4: 24,734 shares; 2025Q1: 24,060 shares; 2025Q2: 24,507 shares; 2025Q3: 24,665 shares; 2025Q4: 25,600 shares; 2026Q1: 26,873 shares; 2026Q2: 28,218 shares 28,218 $2.72M 0.22% +1,345 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: 6,369 shares; 2024Q4: 6,875 shares; 2025Q1: 6,005 shares; 2025Q2: 4,554 shares; 2025Q3: 4,551 shares; 2025Q4: 4,517 shares; 2026Q1: 5,227 shares; 2026Q2: 11,160 shares 11,160 $2.64M 0.21% +5,933 Timeline PID 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: 70,761 shares; 2024Q4: 67,448 shares; 2025Q1: 62,881 shares; 2025Q2: 76,691 shares; 2025Q3: 98,337 shares; 2025Q4: 105,465 shares; 2026Q1: 105,651 shares; 2026Q2: 116,535 shares 116,535 $2.59M 0.21% +10,884 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: 24,594 shares; 2024Q4: 25,619 shares; 2025Q1: 26,031 shares; 2025Q2: 26,045 shares; 2025Q3: 25,335 shares; 2025Q4: 23,270 shares; 2026Q1: 24,045 shares; 2026Q2: 45,952 shares 45,952 $2.58M 0.21% +21,907 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 77 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 16,528 shares; 2025Q4: 14,325 shares; 2026Q1: 14,575 shares; 2026Q2: 14,957 shares 14,957 $2.54M 0.21% +382 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,446 shares; 2024Q4: 4,574 shares; 2025Q1: 5,002 shares; 2025Q2: 5,088 shares; 2025Q3: 5,218 shares; 2025Q4: 5,388 shares; 2026Q1: 5,506 shares; 2026Q2: 28,589 shares 28,589 $2.51M 0.2% +23,083 Timeline COPX 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: 65 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: 18,072 shares; 2025Q4: 31,756 shares; 2026Q1: 32,409 shares; 2026Q2: 32,501 shares 32,501 $2.5M 0.2% +92 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,288 shares; 2024Q4: 9,219 shares; 2025Q1: 9,805 shares; 2025Q2: 9,948 shares; 2025Q3: 14,851 shares; 2025Q4: 17,908 shares; 2026Q1: 20,202 shares; 2026Q2: 21,110 shares 21,110 $2.48M 0.2% +908 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,883 shares; 2024Q4: 24,179 shares; 2025Q1: 25,088 shares; 2025Q2: 25,436 shares; 2025Q3: 26,345 shares; 2025Q4: 24,907 shares; 2026Q1: 24,967 shares; 2026Q2: 26,077 shares 26,077 $2.47M 0.2% +1,110 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 544 shares; 2025Q1: 513 shares; 2025Q2: 546 shares; 2025Q3: 630 shares; 2025Q4: 697 shares; 2026Q1: 723 shares; 2026Q2: 8,067 shares 8,067 $2.43M 0.2% +7,344 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,378 shares; 2024Q4: 31,502 shares; 2025Q1: 43,886 shares; 2025Q2: 42,502 shares; 2025Q3: 41,430 shares; 2025Q4: 40,062 shares; 2026Q1: 22,275 shares; 2026Q2: 23,224 shares 23,224 $2.37M 0.19% +949 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,286 shares; 2025Q3: 5,858 shares; 2025Q4: 7,525 shares; 2026Q1: 22,519 shares; 2026Q2: 38,405 shares 38,405 $2.32M 0.19% +15,886 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: 44,824 shares; 2024Q4: 45,055 shares; 2025Q1: 43,379 shares; 2025Q2: 41,015 shares; 2025Q3: 33,619 shares; 2025Q4: 32,318 shares; 2026Q1: 32,234 shares; 2026Q2: 29,960 shares 29,960 $2.31M 0.19% -2,274 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: 3,342 shares; 2024Q4: 3,448 shares; 2025Q1: 2,948 shares; 2025Q2: 3,066 shares; 2025Q3: 2,889 shares; 2025Q4: 6,074 shares; 2026Q1: 12,821 shares; 2026Q2: 12,457 shares 12,457 $2.3M 0.19% -364 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,757 shares; 2024Q4: 9,357 shares; 2025Q1: 9,341 shares; 2025Q2: 8,949 shares; 2025Q3: 6,211 shares; 2025Q4: 6,196 shares; 2026Q1: 6,193 shares; 2026Q2: 6,455 shares 6,455 $2.21M 0.18% +262 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153,885 shares; 2025Q4: 84,056 shares; 2026Q1: 155,129 shares; 2026Q2: 173,093 shares 173,093 $2.21M 0.18% +17,964 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: 5,787 shares; 2024Q4: 5,875 shares; 2025Q1: 5,791 shares; 2025Q2: 5,957 shares; 2025Q3: 5,967 shares; 2025Q4: 6,509 shares; 2026Q1: 6,459 shares; 2026Q2: 6,251 shares 6,251 $2.2M 0.18% -208 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,903 shares; 2024Q4: 20,911 shares; 2025Q1: 20,941 shares; 2025Q2: 22,940 shares; 2025Q3: 24,245 shares; 2025Q4: 25,064 shares; 2026Q1: 22,708 shares; 2026Q2: 25,521 shares 25,521 $2.1M 0.17% +2,813 Timeline SPIP 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: 61,219 shares; 2024Q4: 62,682 shares; 2025Q1: 65,544 shares; 2025Q2: 65,744 shares; 2025Q3: 67,230 shares; 2025Q4: 71,341 shares; 2026Q1: 74,110 shares; 2026Q2: 80,173 shares 80,173 $2.06M 0.17% +6,063 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 3,908 shares; 2025Q2: 4,452 shares; 2025Q3: 4,551 shares; 2025Q4: 4,433 shares; 2026Q1: 4,483 shares; 2026Q2: 4,375 shares 4,375 $2.03M 0.16% -108 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,528 shares; 2024Q4: 34,412 shares; 2025Q1: 46,796 shares; 2025Q2: 62,117 shares; 2025Q3: 68,595 shares; 2025Q4: 83,408 shares; 2026Q1: 84,577 shares; 2026Q2: 84,796 shares 84,796 $1.99M 0.16% +219 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,374 shares; 2025Q1: 2,359 shares; 2025Q2: 2,516 shares; 2025Q3: 3,235 shares; 2025Q4: 3,601 shares; 2026Q1: 3,908 shares; 2026Q2: 3,822 shares 3,822 $1.98M 0.16% -86 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,870 shares; 2024Q4: 9,020 shares; 2025Q1: 9,073 shares; 2025Q2: not reported; 2025Q3: 13,902 shares; 2025Q4: 13,954 shares; 2026Q1: 13,738 shares; 2026Q2: 14,153 shares 14,153 $1.98M 0.16% +415 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: 272,631 shares; 2024Q4: 235,235 shares; 2025Q1: 241,871 shares; 2025Q2: 231,431 shares; 2025Q3: 236,824 shares; 2025Q4: 229,764 shares; 2026Q1: 169,255 shares; 2026Q2: 179,446 shares 179,446 $1.96M 0.16% +10,191 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: 30,305 shares; 2024Q4: 30,309 shares; 2025Q1: 20,730 shares; 2025Q2: 26,901 shares; 2025Q3: 25,488 shares; 2025Q4: 26,291 shares; 2026Q1: 28,575 shares; 2026Q2: 27,416 shares 27,416 $1.95M 0.16% -1,159 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: 31,092 shares; 2024Q4: 31,156 shares; 2025Q1: 30,974 shares; 2025Q2: 25,711 shares; 2025Q3: 18,022 shares; 2025Q4: 16,845 shares; 2026Q1: 15,917 shares; 2026Q2: 13,111 shares 13,111 $1.94M 0.16% -2,806 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,036 shares; 2024Q4: 11,300 shares; 2025Q1: 10,327 shares; 2025Q2: 8,859 shares; 2025Q3: 9,518 shares; 2025Q4: 9,159 shares; 2026Q1: 9,313 shares; 2026Q2: 10,665 shares 10,665 $1.93M 0.16% +1,352 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,872 shares; 2024Q4: 87,307 shares; 2025Q1: 70,642 shares; 2025Q2: 63,572 shares; 2025Q3: 64,850 shares; 2025Q4: 54,127 shares; 2026Q1: 31,953 shares; 2026Q2: 25,178 shares 25,178 $1.9M 0.15% -6,775 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,383 shares 10,383 $1.87M 0.15% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,287 shares; 2024Q4: 12,083 shares; 2025Q1: 12,057 shares; 2025Q2: 12,048 shares; 2025Q3: 11,916 shares; 2025Q4: 13,155 shares; 2026Q1: 13,065 shares; 2026Q2: 12,958 shares 12,958 $1.85M 0.15% -107 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,259 shares; 2025Q3: 22,235 shares; 2025Q4: 26,050 shares; 2026Q1: 33,471 shares; 2026Q2: 38,581 shares 38,581 $1.82M 0.15% +5,110 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: not reported; 2025Q3: 28,895 shares; 2025Q4: 30,908 shares; 2026Q1: 30,553 shares; 2026Q2: 23,870 shares 23,870 $1.82M 0.15% -6,683 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 1,994 shares; 2025Q2: 18,972 shares; 2025Q3: 19,456 shares; 2025Q4: 22,157 shares; 2026Q1: 30,105 shares; 2026Q2: 35,623 shares 35,623 $1.8M 0.15% +5,518 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: 4,184 shares; 2024Q4: 4,867 shares; 2025Q1: 6,139 shares; 2025Q2: 3,726 shares; 2025Q3: 3,419 shares; 2025Q4: 2,459 shares; 2026Q1: 2,478 shares; 2026Q2: 65,507 shares 65,507 $1.8M 0.15% +63,029 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,318 shares; 2024Q4: 6,678 shares; 2025Q1: 2,301 shares; 2025Q2: 43,747 shares; 2025Q3: 47,855 shares; 2025Q4: 48,714 shares; 2026Q1: 50,675 shares; 2026Q2: 51,331 shares 51,331 $1.79M 0.14% +656 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: 34,859 shares; 2024Q4: 35,062 shares; 2025Q1: 35,064 shares; 2025Q2: 34,837 shares; 2025Q3: 34,868 shares; 2025Q4: 41,839 shares; 2026Q1: 41,882 shares; 2026Q2: 37,047 shares 37,047 $1.73M 0.14% -4,835 Timeline SCHF 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: 6,696 shares; 2024Q4: 9,390 shares; 2025Q1: 9,583 shares; 2025Q2: 47,436 shares; 2025Q3: 53,398 shares; 2025Q4: 59,438 shares; 2026Q1: 59,411 shares; 2026Q2: 62,483 shares 62,483 $1.73M 0.14% +3,072 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,833 shares; 2024Q4: 29,607 shares; 2025Q1: 28,097 shares; 2025Q2: 24,337 shares; 2025Q3: 25,978 shares; 2025Q4: 23,498 shares; 2026Q1: 32,872 shares; 2026Q2: 34,116 shares 34,116 $1.73M 0.14% +1,244 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 4,424 shares; 2025Q1: 4,240 shares; 2025Q2: 3,979 shares; 2025Q3: 3,842 shares; 2025Q4: 4,063 shares; 2026Q1: 4,090 shares; 2026Q2: 3,356 shares 3,356 $1.72M 0.14% -734 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 4,078 shares; 2025Q1: 4,165 shares; 2025Q2: 4,473 shares; 2025Q3: 4,980 shares; 2025Q4: 5,119 shares; 2026Q1: 5,401 shares; 2026Q2: 6,065 shares 6,065 $1.71M 0.14% +664 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,775 shares; 2024Q4: 19,715 shares; 2025Q1: 19,715 shares; 2025Q2: 21,218 shares; 2025Q3: 21,218 shares; 2025Q4: 18,985 shares; 2026Q1: 18,985 shares; 2026Q2: 18,985 shares 18,985 $1.71M 0.14% 0 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,031 shares; 2024Q4: 36,586 shares; 2025Q1: 35,587 shares; 2025Q2: 51,670 shares; 2025Q3: 52,813 shares; 2025Q4: 53,793 shares; 2026Q1: 52,035 shares; 2026Q2: 34,499 shares 34,499 $1.69M 0.14% -17,536 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 22,214 shares; 2025Q1: 31,062 shares; 2025Q2: 30,391 shares; 2025Q3: 27,902 shares; 2025Q4: 27,116 shares; 2026Q1: 27,409 shares; 2026Q2: 27,325 shares 27,325 $1.68M 0.14% -84 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: 14,032 shares; 2025Q3: 14,761 shares; 2025Q4: 15,638 shares; 2026Q1: 27,503 shares; 2026Q2: 43,369 shares 43,369 $1.67M 0.14% +15,866 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,617 shares; 2024Q4: 10,617 shares; 2025Q1: 13,372 shares; 2025Q2: 6,589 shares; 2025Q3: 6,978 shares; 2025Q4: 7,030 shares; 2026Q1: 7,083 shares; 2026Q2: 26,195 shares 26,195 $1.63M 0.13% +19,112 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: 9,172 shares; 2024Q4: 8,346 shares; 2025Q1: 9,109 shares; 2025Q2: 9,999 shares; 2025Q3: 12,003 shares; 2025Q4: 12,466 shares; 2026Q1: 15,251 shares; 2026Q2: 11,068 shares 11,068 $1.62M 0.13% -4,183 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 944 shares; 2025Q1: 996 shares; 2025Q2: not reported; 2025Q3: 1,932 shares; 2025Q4: 1,861 shares; 2026Q1: 1,712 shares; 2026Q2: 11,052 shares 11,052 $1.61M 0.13% +9,340 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: 381 shares; 2024Q4: 337 shares; 2025Q1: 376 shares; 2025Q2: 34,265 shares; 2025Q3: 35,751 shares; 2025Q4: 41,887 shares; 2026Q1: 50,925 shares; 2026Q2: 55,469 shares 55,469 $1.61M 0.13% +4,544 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,688 shares; 2025Q1: 3,628 shares; 2025Q2: 3,177 shares; 2025Q3: 2,829 shares; 2025Q4: 2,575 shares; 2026Q1: 2,574 shares; 2026Q2: 3,305 shares 3,305 $1.58M 0.13% +731 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,098 shares; 2024Q4: 10,793 shares; 2025Q1: 12,149 shares; 2025Q2: 5,562 shares; 2025Q3: 5,754 shares; 2025Q4: 5,745 shares; 2026Q1: 6,238 shares; 2026Q2: 30,566 shares 30,566 $1.55M 0.13% +24,328 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,822 shares; 2024Q4: 33,729 shares; 2025Q1: 34,641 shares; 2025Q2: 34,571 shares; 2025Q3: 31,885 shares; 2025Q4: 31,885 shares; 2026Q1: 31,463 shares; 2026Q2: 31,389 shares 31,389 $1.55M 0.13% -74 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: 31,855 shares; 2024Q4: 31,538 shares; 2025Q1: 26,997 shares; 2025Q2: 29,392 shares; 2025Q3: 28,873 shares; 2025Q4: 27,968 shares; 2026Q1: 27,769 shares; 2026Q2: 25,684 shares 25,684 $1.53M 0.12% -2,085 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,527 shares; 2024Q4: 15,919 shares; 2025Q1: 19,255 shares; 2025Q2: 15,618 shares; 2025Q3: 14,822 shares; 2025Q4: 14,459 shares; 2026Q1: 14,629 shares; 2026Q2: 18,140 shares 18,140 $1.5M 0.12% +3,511 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 3,043 shares; 2025Q1: 3,051 shares; 2025Q2: 3,031 shares; 2025Q3: 1,993 shares; 2025Q4: 2,101 shares; 2026Q1: 2,041 shares; 2026Q2: 2,067 shares 2,067 $1.49M 0.12% +26 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,399 shares; 2024Q4: 6,519 shares; 2025Q1: 6,070 shares; 2025Q2: 6,323 shares; 2025Q3: 7,651 shares; 2025Q4: 8,558 shares; 2026Q1: 8,898 shares; 2026Q2: 10,624 shares 10,624 $1.49M 0.12% +1,726 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,614 shares; 2024Q4: 23,366 shares; 2025Q1: 24,249 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares; 2026Q2: 8,301 shares 8,301 $1.46M 0.12% +7,274 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,907 shares; 2024Q4: 25,764 shares; 2025Q1: 24,341 shares; 2025Q2: 25,710 shares; 2025Q3: 26,407 shares; 2025Q4: 27,610 shares; 2026Q1: 28,450 shares; 2026Q2: 29,042 shares 29,042 $1.46M 0.12% +592 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,168 shares; 2024Q4: 18,603 shares; 2025Q1: 19,675 shares; 2025Q2: 19,831 shares; 2025Q3: 19,752 shares; 2025Q4: 17,855 shares; 2026Q1: 17,302 shares; 2026Q2: 17,714 shares 17,714 $1.46M 0.12% +412 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,471 shares; 2025Q4: 26,566 shares; 2026Q1: 39,966 shares; 2026Q2: 44,334 shares 44,334 $1.46M 0.12% +4,368 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: not reported; 2025Q3: 5,257 shares; 2025Q4: 7,109 shares; 2026Q1: 9,419 shares; 2026Q2: 10,914 shares 10,914 $1.45M 0.12% +1,495 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,512 shares; 2024Q4: 10,872 shares; 2025Q1: 11,578 shares; 2025Q2: 11,835 shares; 2025Q3: 12,960 shares; 2025Q4: 13,332 shares; 2026Q1: 14,558 shares; 2026Q2: 15,751 shares 15,751 $1.45M 0.12% +1,193 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: 20,644 shares; 2024Q4: 20,491 shares; 2025Q1: 24,131 shares; 2025Q2: 28,188 shares; 2025Q3: 26,280 shares; 2025Q4: 27,290 shares; 2026Q1: 9,196 shares; 2026Q2: 9,677 shares 9,677 $1.42M 0.11% +481 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: 807 shares; 2024Q4: 1,667 shares; 2025Q1: 1,735 shares; 2025Q2: 1,795 shares; 2025Q3: 2,250 shares; 2025Q4: 3,082 shares; 2026Q1: 3,896 shares; 2026Q2: 4,158 shares 4,158 $1.42M 0.11% +262 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,268 shares; 2024Q4: 2,668 shares; 2025Q1: 3,819 shares; 2025Q2: not reported; 2025Q3: 12,367 shares; 2025Q4: 16,597 shares; 2026Q1: 12,743 shares; 2026Q2: 26,426 shares 26,426 $1.41M 0.11% +13,683 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,110 shares; 2024Q4: 38,110 shares; 2025Q1: 38,050 shares; 2025Q2: 32,742 shares; 2025Q3: 30,933 shares; 2025Q4: 30,933 shares; 2026Q1: 30,930 shares; 2026Q2: 30,923 shares 30,923 $1.41M 0.11% -7 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,906 shares; 2024Q4: 56,678 shares; 2025Q1: 8,599 shares; 2025Q2: 122,183 shares; 2025Q3: 71,831 shares; 2025Q4: 44,795 shares; 2026Q1: 29,965 shares; 2026Q2: 30,211 shares 30,211 $1.38M 0.11% +246 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,432 shares; 2026Q1: 10,154 shares; 2026Q2: 6,832 shares 6,832 $1.38M 0.11% -3,322 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,055 shares; 2024Q4: 14,778 shares; 2025Q1: 14,511 shares; 2025Q2: 12,144 shares; 2025Q3: 18,046 shares; 2025Q4: 18,424 shares; 2026Q1: 17,154 shares; 2026Q2: 16,831 shares 16,831 $1.37M 0.11% -323 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 527 shares; 2025Q1: 635 shares; 2025Q2: 663 shares; 2025Q3: 774 shares; 2025Q4: 664 shares; 2026Q1: 749 shares; 2026Q2: 1,162 shares 1,162 $1.37M 0.11% +413 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: 92,514 shares; 2024Q4: 86,524 shares; 2025Q1: 85,948 shares; 2025Q2: 86,180 shares; 2025Q3: 88,378 shares; 2025Q4: 90,275 shares; 2026Q1: 94,356 shares; 2026Q2: 84,125 shares 84,125 $1.34M 0.11% -10,231 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,924 shares; 2025Q4: 44,510 shares; 2026Q1: 26,598 shares; 2026Q2: 26,996 shares 26,996 $1.32M 0.11% +398 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,775 shares 31,775 $1.32M 0.11% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,925 shares; 2024Q4: 29,598 shares; 2025Q1: 33,511 shares; 2025Q2: 34,557 shares; 2025Q3: 32,995 shares; 2025Q4: 32,743 shares; 2026Q1: 30,700 shares; 2026Q2: 31,197 shares 31,197 $1.32M 0.11% +497 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 2,670 shares; 2025Q1: 4,335 shares; 2025Q2: 6,668 shares; 2025Q3: 7,830 shares; 2025Q4: 7,995 shares; 2026Q1: 9,172 shares; 2026Q2: 11,230 shares 11,230 $1.31M 0.11% +2,058 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,997 shares 28,997 $1.31M 0.11% new Timeline VONE 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: 4,193 shares; 2024Q4: 4,258 shares; 2025Q1: 4,258 shares; 2025Q2: 3,788 shares; 2025Q3: 3,792 shares; 2025Q4: 3,804 shares; 2026Q1: 3,818 shares; 2026Q2: 3,836 shares 3,836 $1.3M 0.11% +18 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: 6,960 shares; 2024Q4: 6,983 shares; 2025Q1: 6,622 shares; 2025Q2: 6,659 shares; 2025Q3: 7,214 shares; 2025Q4: 7,152 shares; 2026Q1: 11,885 shares; 2026Q2: 12,188 shares 12,188 $1.3M 0.1% +303 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,224 shares; 2025Q1: 2,046 shares; 2025Q2: 2,228 shares; 2025Q3: 2,159 shares; 2025Q4: 2,469 shares; 2026Q1: 2,459 shares; 2026Q2: 2,562 shares 2,562 $1.28M 0.1% +103 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,798 shares; 2024Q4: 8,914 shares; 2025Q1: 9,034 shares; 2025Q2: 9,551 shares; 2025Q3: 9,651 shares; 2025Q4: 8,949 shares; 2026Q1: 8,959 shares; 2026Q2: 8,168 shares 8,168 $1.28M 0.1% -791 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,890 shares; 2024Q4: 25,654 shares; 2025Q1: 23,514 shares; 2025Q2: 25,640 shares; 2025Q3: 27,434 shares; 2025Q4: 27,587 shares; 2026Q1: 27,579 shares; 2026Q2: 27,572 shares 27,572 $1.27M 0.1% -7 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,671 shares; 2024Q4: 8,081 shares; 2025Q1: 7,740 shares; 2025Q2: 7,802 shares; 2025Q3: 7,929 shares; 2025Q4: 9,074 shares; 2026Q1: 9,881 shares; 2026Q2: 9,850 shares 9,850 $1.27M 0.1% -31 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119 shares; 2024Q4: 5,154 shares; 2025Q1: 5,635 shares; 2025Q2: 3,762 shares; 2025Q3: 3,498 shares; 2025Q4: 3,258 shares; 2026Q1: 3,254 shares; 2026Q2: 3,476 shares 3,476 $1.26M 0.1% +222 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,034 shares; 2024Q4: 9,522 shares; 2025Q1: 16,642 shares; 2025Q2: 22,602 shares; 2025Q3: 24,453 shares; 2025Q4: 28,501 shares; 2026Q1: 33,409 shares; 2026Q2: 36,523 shares 36,523 $1.24M 0.1% +3,114 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,301 shares; 2024Q4: 13,636 shares; 2025Q1: 13,083 shares; 2025Q2: 13,962 shares; 2025Q3: 16,753 shares; 2025Q4: 16,305 shares; 2026Q1: 14,967 shares; 2026Q2: 13,980 shares 13,980 $1.23M 0.1% -987 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,311 shares; 2024Q4: 7,375 shares; 2025Q1: 6,701 shares; 2025Q2: 6,889 shares; 2025Q3: 6,971 shares; 2025Q4: 7,622 shares; 2026Q1: 9,303 shares; 2026Q2: 9,435 shares 9,435 $1.22M 0.1% +132 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,029 shares; 2024Q4: 10,038 shares; 2025Q1: 10,445 shares; 2025Q2: 11,143 shares; 2025Q3: 9,273 shares; 2025Q4: 12,174 shares; 2026Q1: 10,689 shares; 2026Q2: 12,276 shares 12,276 $1.18M 0.1% +1,587 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: 10,487 shares; 2024Q4: 11,072 shares; 2025Q1: 10,418 shares; 2025Q2: 18,598 shares; 2025Q3: 20,812 shares; 2025Q4: 27,449 shares; 2026Q1: 29,507 shares; 2026Q2: 24,323 shares 24,323 $1.18M 0.1% -5,184 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: 4,368 shares; 2024Q4: 4,411 shares; 2025Q1: 4,085 shares; 2025Q2: 4,162 shares; 2025Q3: 4,347 shares; 2025Q4: 5,446 shares; 2026Q1: 5,317 shares; 2026Q2: 5,163 shares 5,163 $1.17M 0.09% -154 Timeline ESGV 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: 2,979 shares; 2024Q4: 2,987 shares; 2025Q1: 2,995 shares; 2025Q2: 3,002 shares; 2025Q3: 3,001 shares; 2025Q4: 2,934 shares; 2026Q1: 2,941 shares; 2026Q2: 8,832 shares 8,832 $1.17M 0.09% +5,891 Timeline FNDX 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: 17,464 shares; 2024Q4: 19,951 shares; 2025Q1: 22,165 shares; 2025Q2: 35,432 shares; 2025Q3: 35,243 shares; 2025Q4: 36,955 shares; 2026Q1: 36,919 shares; 2026Q2: 37,481 shares 37,481 $1.17M 0.09% +562 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 4,129 shares; 2025Q1: 4,492 shares; 2025Q2: 4,779 shares; 2025Q3: 5,141 shares; 2025Q4: 5,493 shares; 2026Q1: 5,618 shares; 2026Q2: 5,761 shares 5,761 $1.16M 0.09% +143 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: 12,522 shares; 2024Q4: 12,626 shares; 2025Q1: 12,806 shares; 2025Q2: 12,087 shares; 2025Q3: 12,085 shares; 2025Q4: 12,231 shares; 2026Q1: 12,251 shares; 2026Q2: 12,671 shares 12,671 $1.15M 0.09% +420 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,968 shares; 2024Q4: 5,295 shares; 2025Q1: 6,635 shares; 2025Q2: 7,054 shares; 2025Q3: 6,240 shares; 2025Q4: 6,775 shares; 2026Q1: 7,019 shares; 2026Q2: 7,576 shares 7,576 $1.15M 0.09% +557 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,148 shares; 2024Q4: 7,594 shares; 2025Q1: 6,602 shares; 2025Q2: 9,610 shares; 2025Q3: 9,863 shares; 2025Q4: 10,143 shares; 2026Q1: 8,589 shares; 2026Q2: 4,515 shares 4,515 $1.15M 0.09% -4,074 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: 10,491 shares; 2024Q4: 14,054 shares; 2025Q1: 13,567 shares; 2025Q2: 13,538 shares; 2025Q3: 13,183 shares; 2025Q4: 12,947 shares; 2026Q1: 12,697 shares; 2026Q2: 12,576 shares 12,576 $1.14M 0.09% -121 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: 4,069 shares; 2024Q4: 4,088 shares; 2025Q1: 3,820 shares; 2025Q2: 4,243 shares; 2025Q3: 3,840 shares; 2025Q4: 4,161 shares; 2026Q1: 4,102 shares; 2026Q2: 4,215 shares 4,215 $1.14M 0.09% +113 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: 6,816 shares; 2024Q4: 6,985 shares; 2025Q1: 7,147 shares; 2025Q2: 7,153 shares; 2025Q3: 7,138 shares; 2025Q4: 7,142 shares; 2026Q1: 7,156 shares; 2026Q2: 7,096 shares 7,096 $1.12M 0.09% -60 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,821 shares; 2024Q4: 29,471 shares; 2025Q1: 18,749 shares; 2025Q2: 30,835 shares; 2025Q3: 26,954 shares; 2025Q4: 26,930 shares; 2026Q1: 28,047 shares; 2026Q2: 25,692 shares 25,692 $1.11M 0.09% -2,355 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: 17,569 shares; 2024Q4: 18,013 shares; 2025Q1: 17,987 shares; 2025Q2: 11,617 shares; 2025Q3: 10,936 shares; 2025Q4: 10,256 shares; 2026Q1: 9,960 shares; 2026Q2: 11,362 shares 11,362 $1.09M 0.09% +1,402 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,259 shares; 2024Q4: 25,534 shares; 2025Q1: 24,755 shares; 2025Q2: 23,120 shares; 2025Q3: 23,098 shares; 2025Q4: 22,759 shares; 2026Q1: 22,607 shares; 2026Q2: 22,925 shares 22,925 $1.09M 0.09% +318 Timeline FSIG 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: 33,801 shares; 2024Q4: 33,866 shares; 2025Q1: 33,866 shares; 2025Q2: 47,176 shares; 2025Q3: 46,720 shares; 2025Q4: 49,746 shares; 2026Q1: 56,791 shares; 2026Q2: 56,950 shares 56,950 $1.07M 0.09% +159 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: 16,994 shares; 2024Q4: 16,994 shares; 2025Q1: 16,994 shares; 2025Q2: 17,188 shares; 2025Q3: 17,188 shares; 2025Q4: 17,188 shares; 2026Q1: 17,188 shares; 2026Q2: 17,215 shares 17,215 $1.06M 0.09% +27 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,791 shares; 2024Q4: 4,791 shares; 2025Q1: 4,971 shares; 2025Q2: 6,064 shares; 2025Q3: 7,090 shares; 2025Q4: 8,200 shares; 2026Q1: 6,989 shares; 2026Q2: 6,956 shares 6,956 $1.05M 0.09% -33 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: 22,358 shares; 2024Q4: 22,358 shares; 2025Q1: 21,512 shares; 2025Q2: 25,208 shares; 2025Q3: 25,208 shares; 2025Q4: 25,208 shares; 2026Q1: 24,739 shares; 2026Q2: 24,739 shares 24,739 $1.04M 0.08% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 4,113 shares; 2025Q3: 3,020 shares; 2025Q4: 2,977 shares; 2026Q1: 3,314 shares; 2026Q2: 2,489 shares 2,489 $1.03M 0.08% -825 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,341 shares; 2024Q4: 33,454 shares; 2025Q1: 34,695 shares; 2025Q2: 35,050 shares; 2025Q3: 35,536 shares; 2025Q4: 34,151 shares; 2026Q1: 35,786 shares; 2026Q2: 34,911 shares 34,911 $1.02M 0.08% -875 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: 18,033 shares; 2024Q4: 18,045 shares; 2025Q1: 15,350 shares; 2025Q2: 18,144 shares; 2025Q3: 17,139 shares; 2025Q4: 16,061 shares; 2026Q1: 15,814 shares; 2026Q2: 12,767 shares 12,767 $1.01M 0.08% -3,047 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,026 shares; 2024Q4: 6,069 shares; 2025Q1: 6,336 shares; 2025Q2: 8,378 shares; 2025Q3: 6,191 shares; 2025Q4: 5,846 shares; 2026Q1: 5,874 shares; 2026Q2: 6,007 shares 6,007 $1.01M 0.08% +133 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 3,638 shares; 2025Q1: 3,910 shares; 2025Q2: 4,219 shares; 2025Q3: 5,059 shares; 2025Q4: 4,593 shares; 2026Q1: 4,505 shares; 2026Q2: 4,781 shares 4,781 $999K 0.08% +276 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 892 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,983 shares; 2026Q2: 11,091 shares 11,091 $997K 0.08% +5,108 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,276 shares; 2025Q1: 1,234 shares; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,114 shares; 2026Q1: 925 shares; 2026Q2: 1,031 shares 1,031 $995K 0.08% +106 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,025 shares; 2024Q4: 25,174 shares; 2025Q1: 23,581 shares; 2025Q2: 26,162 shares; 2025Q3: 21,643 shares; 2025Q4: 21,639 shares; 2026Q1: 20,352 shares; 2026Q2: 20,348 shares 20,348 $993K 0.08% -4 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 3,102 shares; 2025Q1: 3,263 shares; 2025Q2: 3,292 shares; 2025Q3: 3,267 shares; 2025Q4: 3,212 shares; 2026Q1: 3,162 shares; 2026Q2: 2,935 shares 2,935 $993K 0.08% -227 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: 3,448 shares; 2024Q4: 3,630 shares; 2025Q1: 4,787 shares; 2025Q2: 4,904 shares; 2025Q3: 5,273 shares; 2025Q4: 5,326 shares; 2026Q1: 5,449 shares; 2026Q2: 5,995 shares 5,995 $980K 0.08% +546 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,242 shares; 2025Q1: 1,614 shares; 2025Q2: 1,787 shares; 2025Q3: 1,234 shares; 2025Q4: 1,032 shares; 2026Q1: 1,051 shares; 2026Q2: 1,331 shares 1,331 $962K 0.08% +280 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 45 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,548 shares 2,548 $956K 0.08% new Timeline VWOB 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: 14,080 shares; 2024Q4: 14,499 shares; 2025Q1: 14,441 shares; 2025Q2: 12,348 shares; 2025Q3: 12,309 shares; 2025Q4: 12,657 shares; 2026Q1: 13,339 shares; 2026Q2: 14,167 shares 14,167 $953K 0.08% +828 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,510 shares; 2025Q1: 2,733 shares; 2025Q2: 3,001 shares; 2025Q3: 1,845 shares; 2025Q4: 1,897 shares; 2026Q1: 1,923 shares; 2026Q2: 1,932 shares 1,932 $949K 0.08% +9 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 992 shares; 2025Q1: 3,654 shares; 2025Q2: not reported; 2025Q3: 8,172 shares; 2025Q4: 14,209 shares; 2026Q1: 14,875 shares; 2026Q2: 23,473 shares 23,473 $946K 0.08% +8,598 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: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,958 shares; 2025Q4: 3,857 shares; 2026Q1: 3,848 shares; 2026Q2: 3,851 shares 3,851 $934K 0.08% +3 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,976 shares; 2025Q1: 4,822 shares; 2025Q2: 4,144 shares; 2025Q3: 4,937 shares; 2025Q4: 13,906 shares; 2026Q1: 12,553 shares; 2026Q2: 12,289 shares 12,289 $928K 0.08% -264 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 788 shares; 2025Q1: 862 shares; 2025Q2: 1,017 shares; 2025Q3: 1,093 shares; 2025Q4: 11,986 shares; 2026Q1: 9,866 shares; 2026Q2: 12,939 shares 12,939 $924K 0.07% +3,073 Timeline NLR 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: 16,042 shares; 2024Q4: 10,821 shares; 2025Q1: 10,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,093 shares; 2026Q1: 4,479 shares; 2026Q2: 7,915 shares 7,915 $918K 0.07% +3,436 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,756 shares; 2024Q4: 36,399 shares; 2025Q1: 48,376 shares; 2025Q2: 46,384 shares; 2025Q3: 44,452 shares; 2025Q4: 43,502 shares; 2026Q1: 40,450 shares; 2026Q2: 43,493 shares 43,493 $900K 0.07% +3,043 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 22,300 shares; 2025Q4: 22,300 shares; 2026Q1: 22,300 shares; 2026Q2: 22,300 shares 22,300 $897K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,298 shares; 2024Q4: 5,522 shares; 2025Q1: 5,059 shares; 2025Q2: 5,408 shares; 2025Q3: 7,277 shares; 2025Q4: 8,211 shares; 2026Q1: 8,307 shares; 2026Q2: 8,516 shares 8,516 $885K 0.07% +209 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: 639 shares; 2024Q4: 639 shares; 2025Q1: 1,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,641 shares; 2026Q2: 16,580 shares 16,580 $881K 0.07% +939 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,650 shares; 2024Q4: 11,647 shares; 2025Q1: 7,359 shares; 2025Q2: 11,713 shares; 2025Q3: 11,710 shares; 2025Q4: 18,697 shares; 2026Q1: 18,691 shares; 2026Q2: 18,688 shares 18,688 $867K 0.07% -3 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: 2,884 shares; 2024Q4: 2,893 shares; 2025Q1: 2,875 shares; 2025Q2: 7,102 shares; 2025Q3: 7,118 shares; 2025Q4: 7,025 shares; 2026Q1: 7,049 shares; 2026Q2: 8,039 shares 8,039 $864K 0.07% +990 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: 16,470 shares; 2024Q4: 16,707 shares; 2025Q1: 22,196 shares; 2025Q2: 22,621 shares; 2025Q3: 20,671 shares; 2025Q4: 19,854 shares; 2026Q1: 20,726 shares; 2026Q2: 15,135 shares 15,135 $862K 0.07% -5,591 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,673 shares; 2024Q4: 6,806 shares; 2025Q1: 6,875 shares; 2025Q2: 6,838 shares; 2025Q3: 6,894 shares; 2025Q4: 7,032 shares; 2026Q1: 6,885 shares; 2026Q2: 5,050 shares 5,050 $859K 0.07% -1,835 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,006 shares; 2024Q4: 15,318 shares; 2025Q1: 15,142 shares; 2025Q2: 12,972 shares; 2025Q3: 13,294 shares; 2025Q4: 13,804 shares; 2026Q1: 10,422 shares; 2026Q2: 11,907 shares 11,907 $857K 0.07% +1,485 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: 3,445 shares; 2024Q4: 1,807 shares; 2025Q1: 1,814 shares; 2025Q2: 1,749 shares; 2025Q3: 1,917 shares; 2025Q4: 3,786 shares; 2026Q1: 4,153 shares; 2026Q2: 4,386 shares 4,386 $836K 0.07% +233 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,469 shares; 2024Q4: 39,751 shares; 2025Q1: 30,530 shares; 2025Q2: 35,558 shares; 2025Q3: 30,923 shares; 2025Q4: 29,403 shares; 2026Q1: 29,157 shares; 2026Q2: 28,014 shares 28,014 $824K 0.07% -1,143 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: 4,042 shares; 2024Q4: 4,035 shares; 2025Q1: 4,388 shares; 2025Q2: 7,120 shares; 2025Q3: 8,632 shares; 2025Q4: 18,150 shares; 2026Q1: 18,184 shares; 2026Q2: 18,078 shares 18,078 $820K 0.07% -106 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 574 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,301 shares; 2026Q1: 4,508 shares; 2026Q2: 4,819 shares 4,819 $819K 0.07% +311 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,928 shares; 2024Q4: 6,961 shares; 2025Q1: 7,362 shares; 2025Q2: 8,963 shares; 2025Q3: 12,425 shares; 2025Q4: 12,270 shares; 2026Q1: 11,336 shares; 2026Q2: 6,445 shares 6,445 $816K 0.07% -4,891 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: 698 shares; 2024Q4: 700 shares; 2025Q1: 802 shares; 2025Q2: 763 shares; 2025Q3: 846 shares; 2025Q4: 874 shares; 2026Q1: 888 shares; 2026Q2: 6,772 shares 6,772 $809K 0.07% +5,884 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,746 shares; 2024Q4: 18,031 shares; 2025Q1: 21,103 shares; 2025Q2: 20,204 shares; 2025Q3: 17,263 shares; 2025Q4: 17,266 shares; 2026Q1: 17,266 shares; 2026Q2: 17,266 shares 17,266 $792K 0.06% 0 Timeline JNK 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: 1,679 shares; 2024Q4: 1,527 shares; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,197 shares 8,197 $790K 0.06% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,974 shares; 2024Q4: 16,235 shares; 2025Q1: 14,872 shares; 2025Q2: 16,439 shares; 2025Q3: 15,255 shares; 2025Q4: 15,251 shares; 2026Q1: 15,208 shares; 2026Q2: 16,053 shares 16,053 $777K 0.06% +845 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 718 shares; 2025Q1: 784 shares; 2025Q2: 711 shares; 2025Q3: 883 shares; 2025Q4: 1,002 shares; 2026Q1: 1,328 shares; 2026Q2: 1,009 shares 1,009 $770K 0.06% -319 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: 10,961 shares; 2024Q4: 11,758 shares; 2025Q1: 10,733 shares; 2025Q2: 3,625 shares; 2025Q3: 5,475 shares; 2025Q4: 6,107 shares; 2026Q1: 6,273 shares; 2026Q2: 9,846 shares 9,846 $767K 0.06% +3,573 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: 6,690 shares; 2024Q4: 7,059 shares; 2025Q1: 6,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,658 shares; 2026Q2: 33,587 shares 33,587 $765K 0.06% +5,929 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,776 shares; 2025Q1: 2,777 shares; 2025Q2: 2,782 shares; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,219 shares; 2026Q2: 3,202 shares 3,202 $762K 0.06% -17 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 4,622 shares; 2025Q1: 4,622 shares; 2025Q2: 4,675 shares; 2025Q3: 4,737 shares; 2025Q4: 5,679 shares; 2026Q1: 6,383 shares; 2026Q2: 6,433 shares 6,433 $757K 0.06% +50 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,634 shares; 2024Q4: 4,621 shares; 2025Q1: 4,574 shares; 2025Q2: 4,929 shares; 2025Q3: 5,138 shares; 2025Q4: 5,711 shares; 2026Q1: 6,008 shares; 2026Q2: 5,971 shares 5,971 $754K 0.06% -37 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: 3,503 shares; 2024Q4: 3,602 shares; 2025Q1: 3,607 shares; 2025Q2: 2,541 shares; 2025Q3: 2,671 shares; 2025Q4: 3,055 shares; 2026Q1: 3,727 shares; 2026Q2: 3,804 shares 3,804 $752K 0.06% +77 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 9 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 526 shares; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,224 shares; 2026Q1: 2,561 shares; 2026Q2: 2,708 shares 2,708 $737K 0.06% +147 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: 1,473 shares; 2025Q4: 1,723 shares; 2026Q1: 2,197 shares; 2026Q2: 3,817 shares 3,817 $732K 0.06% +1,620 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,334 shares; 2024Q4: 3,522 shares; 2025Q1: 3,755 shares; 2025Q2: 3,356 shares; 2025Q3: 3,645 shares; 2025Q4: 6,247 shares; 2026Q1: 6,435 shares; 2026Q2: 7,655 shares 7,655 $724K 0.06% +1,220 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,343 shares; 2024Q4: 25,747 shares; 2025Q1: 25,605 shares; 2025Q2: 25,944 shares; 2025Q3: 27,333 shares; 2025Q4: 33,102 shares; 2026Q1: 32,983 shares; 2026Q2: 31,208 shares 31,208 $723K 0.06% -1,775 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,527 shares; 2024Q4: 24,345 shares; 2025Q1: 25,231 shares; 2025Q2: 38,473 shares; 2025Q3: 38,004 shares; 2025Q4: 36,110 shares; 2026Q1: 37,530 shares; 2026Q2: 32,178 shares 32,178 $720K 0.06% -5,352 Timeline ZAUG 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: 4,143 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: not reported; 2025Q3: 26,405 shares; 2025Q4: 26,438 shares; 2026Q1: 26,117 shares; 2026Q2: 26,117 shares 26,117 $719K 0.06% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 101 shares; 2025Q1: 161 shares; 2025Q2: 885 shares; 2025Q3: 1,010 shares; 2025Q4: 1,295 shares; 2026Q1: 1,843 shares; 2026Q2: 2,086 shares 2,086 $711K 0.06% +243 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: 1,757 shares; 2024Q4: 1,757 shares; 2025Q1: 2,192 shares; 2025Q2: 5,288 shares; 2025Q3: 5,932 shares; 2025Q4: 6,084 shares; 2026Q1: 5,646 shares; 2026Q2: 3,117 shares 3,117 $707K 0.06% -2,529 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: 3,254 shares; 2024Q4: 3,303 shares; 2025Q1: 2,920 shares; 2025Q2: 2,948 shares; 2025Q3: 3,031 shares; 2025Q4: 3,262 shares; 2026Q1: 3,215 shares; 2026Q2: 2,859 shares 2,859 $695K 0.06% -356 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,282 shares; 2025Q1: 1,239 shares; 2025Q2: 1,251 shares; 2025Q3: 676 shares; 2025Q4: 648 shares; 2026Q1: 665 shares; 2026Q2: 695 shares 695 $680K 0.05% +30 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: 6,772 shares; 2024Q4: 6,771 shares; 2025Q1: 6,886 shares; 2025Q2: 4,913 shares; 2025Q3: 4,581 shares; 2025Q4: 3,979 shares; 2026Q1: 4,102 shares; 2026Q2: 2,969 shares 2,969 $651K 0.05% -1,133 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 2,784 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,429 shares 6,429 $648K 0.05% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 1,811 shares; 2025Q1: 723 shares; 2025Q2: 16,005 shares; 2025Q3: 15,823 shares; 2025Q4: 16,465 shares; 2026Q1: 16,968 shares; 2026Q2: 17,044 shares 17,044 $628K 0.05% +76 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: 29,246 shares; 2024Q4: 29,783 shares; 2025Q1: 28,676 shares; 2025Q2: 29,972 shares; 2025Q3: 26,511 shares; 2025Q4: 20,902 shares; 2026Q1: 20,946 shares; 2026Q2: 20,860 shares 20,860 $625K 0.05% -86 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: 5,634 shares; 2024Q4: 5,682 shares; 2025Q1: 6,094 shares; 2025Q2: 6,043 shares; 2025Q3: 7,877 shares; 2025Q4: 9,335 shares; 2026Q1: 8,166 shares; 2026Q2: 9,177 shares 9,177 $624K 0.05% +1,011 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,909 shares; 2024Q4: 16,286 shares; 2025Q1: 15,209 shares; 2025Q2: 14,421 shares; 2025Q3: 16,267 shares; 2025Q4: 20,711 shares; 2026Q1: 20,854 shares; 2026Q2: 24,715 shares 24,715 $618K 0.05% +3,861 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 1,078 shares; 2025Q1: 872 shares; 2025Q2: 1,194 shares; 2025Q3: 1,466 shares; 2025Q4: 1,931 shares; 2026Q1: 1,829 shares; 2026Q2: 1,777 shares 1,777 $609K 0.05% -52 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 503 shares; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 614 shares; 2025Q4: 1,371 shares; 2026Q1: 1,547 shares; 2026Q2: 1,930 shares 1,930 $608K 0.05% +383 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,480 shares; 2024Q4: 32,445 shares; 2025Q1: 19,679 shares; 2025Q2: 22,257 shares; 2025Q3: 29,851 shares; 2025Q4: 32,383 shares; 2026Q1: 40,229 shares; 2026Q2: 43,695 shares 43,695 $607K 0.05% +3,466 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 3,280 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 3,132 shares 3,132 $598K 0.05% +2 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,434 shares; 2024Q4: 6,445 shares; 2025Q1: 9,943 shares; 2025Q2: 9,560 shares; 2025Q3: 9,874 shares; 2025Q4: 9,839 shares; 2026Q1: 1,531 shares; 2026Q2: 1,388 shares 1,388 $591K 0.05% -143 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,441 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,643 shares; 2026Q1: 22,370 shares; 2026Q2: 22,370 shares 22,370 $591K 0.05% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,774 shares; 2024Q4: 9,337 shares; 2025Q1: 9,392 shares; 2025Q2: 9,392 shares; 2025Q3: 9,607 shares; 2025Q4: 11,083 shares; 2026Q1: 11,187 shares; 2026Q2: 12,569 shares 12,569 $590K 0.05% +1,382 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,704 shares; 2026Q2: 9,410 shares 9,410 $589K 0.05% -294 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: 1,528 shares; 2024Q4: 1,273 shares; 2025Q1: 1,223 shares; 2025Q2: 1,320 shares; 2025Q3: 1,852 shares; 2025Q4: 2,187 shares; 2026Q1: 2,372 shares; 2026Q2: 2,722 shares 2,722 $589K 0.05% +350 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 3,159 shares; 2025Q1: 2,880 shares; 2025Q2: 2,896 shares; 2025Q3: 3,461 shares; 2025Q4: 3,123 shares; 2026Q1: 3,174 shares; 2026Q2: 3,395 shares 3,395 $578K 0.05% +221 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 119 shares; 2025Q1: 109 shares; 2025Q2: 96 shares; 2025Q3: 77 shares; 2025Q4: 73 shares; 2026Q1: 64 shares; 2026Q2: 3,225 shares 3,225 $575K 0.05% +3,161 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,018 shares; 2025Q1: 3,028 shares; 2025Q2: 3,234 shares; 2025Q3: 3,718 shares; 2025Q4: 3,745 shares; 2026Q1: 5,610 shares; 2026Q2: 5,582 shares 5,582 $574K 0.05% -28 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: 16,758 shares; 2024Q4: 7,439 shares; 2025Q1: 7,463 shares; 2025Q2: 5,840 shares; 2025Q3: 5,620 shares; 2025Q4: 5,120 shares; 2026Q1: 5,211 shares; 2026Q2: 5,325 shares 5,325 $573K 0.05% +114 Timeline OIH 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: not reported; 2026Q1: 1,502 shares; 2026Q2: 1,510 shares 1,510 $562K 0.05% +8 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: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,279 shares; 2026Q2: 3,591 shares 3,591 $554K 0.04% +312 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,208 shares; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,692 shares; 2025Q3: 14,462 shares; 2025Q4: 15,902 shares; 2026Q1: 15,298 shares; 2026Q2: 14,639 shares 14,639 $549K 0.04% -659 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 913 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,796 shares 12,796 $546K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,990 shares; 2024Q4: 4,029 shares; 2025Q1: 3,973 shares; 2025Q2: 3,995 shares; 2025Q3: 3,951 shares; 2025Q4: 3,988 shares; 2026Q1: 3,848 shares; 2026Q2: 3,954 shares 3,954 $541K 0.04% +106 Timeline SCHA 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: 8,379 shares; 2024Q4: 9,085 shares; 2025Q1: 7,347 shares; 2025Q2: 14,046 shares; 2025Q3: 14,187 shares; 2025Q4: 14,208 shares; 2026Q1: 15,018 shares; 2026Q2: 14,800 shares 14,800 $535K 0.04% -218 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,322 shares; 2025Q1: 1,494 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $533K 0.04% new 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: 5,776 shares; 2024Q4: 5,702 shares; 2025Q1: 7,432 shares; 2025Q2: 7,116 shares; 2025Q3: 7,538 shares; 2025Q4: 9,076 shares; 2026Q1: 9,757 shares; 2026Q2: 9,940 shares 9,940 $533K 0.04% +183 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,524 shares; 2024Q4: 8,524 shares; 2025Q1: 8,524 shares; 2025Q2: 8,231 shares; 2025Q3: 8,074 shares; 2025Q4: 6,311 shares; 2026Q1: 6,418 shares; 2026Q2: 5,320 shares 5,320 $530K 0.04% -1,098 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: 2,406 shares; 2025Q1: 2,262 shares; 2025Q2: 1,647 shares; 2025Q3: 1,808 shares; 2025Q4: 1,952 shares; 2026Q1: 1,559 shares; 2026Q2: 1,763 shares 1,763 $525K 0.04% +204 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: 4,506 shares; 2024Q4: 4,562 shares; 2025Q1: 3,434 shares; 2025Q2: 2,986 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,946 shares; 2026Q2: 4,215 shares 4,215 $524K 0.04% +269 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,852 shares; 2024Q4: 14,852 shares; 2025Q1: 14,852 shares; 2025Q2: 14,852 shares; 2025Q3: 14,852 shares; 2025Q4: 14,852 shares; 2026Q1: 14,852 shares; 2026Q2: 13,352 shares 13,352 $520K 0.04% -1,500 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,685 shares; 2024Q4: 36,515 shares; 2025Q1: 28,822 shares; 2025Q2: 22,292 shares; 2025Q3: 7,431 shares; 2025Q4: 5,401 shares; 2026Q1: 4,884 shares; 2026Q2: 5,408 shares 5,408 $516K 0.04% +524 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares; 2026Q1: 5,807 shares; 2026Q2: 5,787 shares 5,787 $515K 0.04% -20 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,278 shares; 2024Q4: 9,080 shares; 2025Q1: 9,281 shares; 2025Q2: 8,732 shares; 2025Q3: 7,297 shares; 2025Q4: 6,838 shares; 2026Q1: 6,949 shares; 2026Q2: 7,298 shares 7,298 $511K 0.04% +349 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,148 shares; 2024Q4: 25,399 shares; 2025Q1: 24,080 shares; 2025Q2: 18,599 shares; 2025Q3: 25,661 shares; 2025Q4: 28,286 shares; 2026Q1: 32,250 shares; 2026Q2: 21,218 shares 21,218 $511K 0.04% -11,032 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,803 shares; 2025Q1: 1,658 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,596 shares 2,596 $502K 0.04% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,569 shares; 2024Q4: 13,423 shares; 2025Q1: 18,396 shares; 2025Q2: 12,581 shares; 2025Q3: 11,485 shares; 2025Q4: 10,919 shares; 2026Q1: 11,072 shares; 2026Q2: 10,429 shares 10,429 $498K 0.04% -643 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 65 shares; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 456 shares; 2026Q2: 475 shares 475 $495K 0.04% +19 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,060 shares; 2025Q1: 1,297 shares; 2025Q2: 1,466 shares; 2025Q3: 1,601 shares; 2025Q4: 1,230 shares; 2026Q1: 1,244 shares; 2026Q2: 1,309 shares 1,309 $489K 0.04% +65 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,150 shares; 2026Q1: 7,235 shares; 2026Q2: 7,038 shares 7,038 $489K 0.04% -197 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 413 shares; 2025Q1: 433 shares; 2025Q2: 2,251 shares; 2025Q3: 2,472 shares; 2025Q4: 2,442 shares; 2026Q1: 2,507 shares; 2026Q2: 1,230 shares 1,230 $489K 0.04% -1,277 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: 8,076 shares; 2024Q4: 5,753 shares; 2025Q1: 6,150 shares; 2025Q2: 5,846 shares; 2025Q3: 2,780 shares; 2025Q4: 2,907 shares; 2026Q1: 3,489 shares; 2026Q2: 3,606 shares 3,606 $488K 0.04% +117 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 298 shares; 2025Q1: 318 shares; 2025Q2: 498 shares; 2025Q3: 446 shares; 2025Q4: 437 shares; 2026Q1: 408 shares; 2026Q2: 479 shares 479 $484K 0.04% +71 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 511 shares; 2025Q1: 25 shares; 2025Q2: 1,973 shares; 2025Q3: 2,077 shares; 2025Q4: 2,830 shares; 2026Q1: 3,410 shares; 2026Q2: 3,820 shares 3,820 $483K 0.04% +410 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: 7,914 shares; 2024Q4: 8,019 shares; 2025Q1: 6,940 shares; 2025Q2: 8,294 shares; 2025Q3: 8,073 shares; 2025Q4: 7,209 shares; 2026Q1: 8,835 shares; 2026Q2: 6,244 shares 6,244 $478K 0.04% -2,591 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,169 shares; 2024Q4: 5,192 shares; 2025Q1: 4,259 shares; 2025Q2: 5,191 shares; 2025Q3: 4,745 shares; 2025Q4: 4,487 shares; 2026Q1: 5,188 shares; 2026Q2: 4,825 shares 4,825 $478K 0.04% -363 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,224 shares; 2024Q4: 6,800 shares; 2025Q1: 16,721 shares; 2025Q2: 15,926 shares; 2025Q3: 24,974 shares; 2025Q4: 31,123 shares; 2026Q1: 50,157 shares; 2026Q2: 6,055 shares 6,055 $474K 0.04% -44,102 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 600 shares; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 2,542 shares; 2025Q4: 2,822 shares; 2026Q1: 3,046 shares; 2026Q2: 2,468 shares 2,468 $469K 0.04% -578 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,467 shares; 2024Q4: 7,494 shares; 2025Q1: 8,171 shares; 2025Q2: 9,320 shares; 2025Q3: 8,596 shares; 2025Q4: 7,388 shares; 2026Q1: 7,387 shares; 2026Q2: 7,744 shares 7,744 $468K 0.04% +357 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,434 shares; 2024Q4: 14,810 shares; 2025Q1: 22,420 shares; 2025Q2: 21,181 shares; 2025Q3: 22,433 shares; 2025Q4: 20,151 shares; 2026Q1: 17,159 shares; 2026Q2: 18,146 shares 18,146 $467K 0.04% +987 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,717 shares 2,717 $464K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 917 shares; 2024Q4: 923 shares; 2025Q1: 896 shares; 2025Q2: 275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares; 2026Q2: 233 shares 233 $464K 0.04% -23 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,373 shares; 2024Q4: 13,376 shares; 2025Q1: 14,975 shares; 2025Q2: 16,348 shares; 2025Q3: 20,290 shares; 2025Q4: 17,755 shares; 2026Q1: 15,573 shares; 2026Q2: 16,916 shares 16,916 $462K 0.04% +1,343 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,288 shares; 2024Q4: 3,888 shares; 2025Q1: 3,868 shares; 2025Q2: 4,263 shares; 2025Q3: 4,829 shares; 2025Q4: 5,045 shares; 2026Q1: 5,622 shares; 2026Q2: 6,764 shares 6,764 $462K 0.04% +1,142 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 1,920 shares; 2025Q1: 1,737 shares; 2025Q2: 1,633 shares; 2025Q3: 1,428 shares; 2025Q4: 1,211 shares; 2026Q1: 1,190 shares; 2026Q2: 1,183 shares 1,183 $461K 0.04% -7 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 7,118 shares; 2025Q1: 7,045 shares; 2025Q2: 3,234 shares; 2025Q3: 4,579 shares; 2025Q4: 3,686 shares; 2026Q1: 3,266 shares; 2026Q2: 2,810 shares 2,810 $460K 0.04% -456 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,554 shares; 2024Q4: 9,002 shares; 2025Q1: 23,444 shares; 2025Q2: 16,273 shares; 2025Q3: 14,915 shares; 2025Q4: 13,772 shares; 2026Q1: not reported; 2026Q2: 4,966 shares 4,966 $458K 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,090 shares; 2024Q4: 15,732 shares; 2025Q1: 16,210 shares; 2025Q2: 2,777 shares; 2025Q3: 2,855 shares; 2025Q4: 2,633 shares; 2026Q1: 2,598 shares; 2026Q2: 2,071 shares 2,071 $452K 0.04% -527 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 905 shares; 2025Q1: 1,051 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037 $449K 0.04% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,284 shares; 2025Q1: 2,098 shares; 2025Q2: 1,180 shares; 2025Q3: 1,075 shares; 2025Q4: 1,142 shares; 2026Q1: 1,198 shares; 2026Q2: 1,524 shares 1,524 $447K 0.04% +326 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 734 shares; 2024Q4: 1,004 shares; 2025Q1: 889 shares; 2025Q2: 1,237 shares; 2025Q3: 1,331 shares; 2025Q4: 1,245 shares; 2026Q1: 1,251 shares; 2026Q2: 854 shares 854 $446K 0.04% -397 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $444K 0.04% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 27 shares; 2025Q1: 1,552 shares; 2025Q2: 2,110 shares; 2025Q3: 2,905 shares; 2025Q4: 4,184 shares; 2026Q1: 4,062 shares; 2026Q2: 4,379 shares 4,379 $439K 0.04% +317 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,795 shares 14,795 $435K 0.04% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,255 shares; 2024Q4: 13,255 shares; 2025Q1: 12,610 shares; 2025Q2: 12,028 shares; 2025Q3: 12,028 shares; 2025Q4: 9,803 shares; 2026Q1: 9,803 shares; 2026Q2: 9,796 shares 9,796 $434K 0.04% -7 Timeline VBK 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: 1,350 shares; 2024Q4: 1,351 shares; 2025Q1: 1,248 shares; 2025Q2: 1,323 shares; 2025Q3: 1,163 shares; 2025Q4: 1,164 shares; 2026Q1: 1,120 shares; 2026Q2: 1,186 shares 1,186 $434K 0.04% +66 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: 1,698 shares; 2024Q4: 1,847 shares; 2025Q1: 1,892 shares; 2025Q2: 2,312 shares; 2025Q3: 2,286 shares; 2025Q4: 2,087 shares; 2026Q1: 1,955 shares; 2026Q2: 2,280 shares 2,280 $433K 0.03% +325 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares; 2026Q1: 2,112 shares; 2026Q2: 2,138 shares 2,138 $419K 0.03% +26 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 2,735 shares; 2025Q1: 2,725 shares; 2025Q2: 3,830 shares; 2025Q3: 10,883 shares; 2025Q4: 5,808 shares; 2026Q1: 5,541 shares; 2026Q2: 5,739 shares 5,739 $415K 0.03% +198 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,286 shares; 2024Q4: 14,998 shares; 2025Q1: 13,798 shares; 2025Q2: 7,059 shares; 2025Q3: 6,142 shares; 2025Q4: 5,750 shares; 2026Q1: 5,552 shares; 2026Q2: 7,644 shares 7,644 $414K 0.03% +2,092 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 14,631 shares; 2025Q3: 14,757 shares; 2025Q4: 14,922 shares; 2026Q1: 15,005 shares; 2026Q2: 15,908 shares 15,908 $411K 0.03% +903 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,104 shares; 2024Q4: 12,107 shares; 2025Q1: 9,801 shares; 2025Q2: 9,785 shares; 2025Q3: 9,480 shares; 2025Q4: 9,226 shares; 2026Q1: 8,757 shares; 2026Q2: 8,541 shares 8,541 $410K 0.03% -216 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 254 shares; 2025Q1: 247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 505 shares; 2026Q2: 569 shares 569 $406K 0.03% +64 Timeline VOT 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: 1,541 shares; 2024Q4: 1,715 shares; 2025Q1: 1,830 shares; 2025Q2: 1,165 shares; 2025Q3: 1,163 shares; 2025Q4: 1,293 shares; 2026Q1: 1,295 shares; 2026Q2: 1,319 shares 1,319 $404K 0.03% +24 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,349 shares; 2024Q4: 2,359 shares; 2025Q1: 3,144 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,764 shares 2,764 $400K 0.03% new 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: 1,784 shares; 2024Q4: 1,624 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 2,124 shares; 2026Q1: 2,140 shares; 2026Q2: 2,124 shares 2,124 $400K 0.03% -16 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,483 shares; 2025Q1: 1,424 shares; 2025Q2: 1,397 shares; 2025Q3: 1,192 shares; 2025Q4: 795 shares; 2026Q1: 790 shares; 2026Q2: 782 shares 782 $398K 0.03% -8 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,877 shares; 2024Q4: 8,877 shares; 2025Q1: 11,553 shares; 2025Q2: 9,144 shares; 2025Q3: 8,854 shares; 2025Q4: 8,836 shares; 2026Q1: 8,854 shares; 2026Q2: 10,481 shares 10,481 $398K 0.03% +1,627 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,699 shares; 2024Q4: 9,699 shares; 2025Q1: 9,699 shares; 2025Q2: 9,699 shares; 2025Q3: 9,699 shares; 2025Q4: 9,699 shares; 2026Q1: 9,699 shares; 2026Q2: 8,718 shares 8,718 $395K 0.03% -981 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 833 shares; 2025Q1: 918 shares; 2025Q2: 815 shares; 2025Q3: 669 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $394K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 598 shares; 2025Q1: 595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: 1,220 shares; 2026Q2: 1,751 shares 1,751 $390K 0.03% +531 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,373 shares; 2024Q4: 4,373 shares; 2025Q1: 4,387 shares; 2025Q2: 4,105 shares; 2025Q3: 4,115 shares; 2025Q4: 4,209 shares; 2026Q1: 4,209 shares; 2026Q2: 2,676 shares 2,676 $387K 0.03% -1,533 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,418 shares; 2026Q2: 10,181 shares 10,181 $384K 0.03% +1,763 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: 1,131 shares; 2025Q1: 1,125 shares; 2025Q2: 1,159 shares; 2025Q3: 1,296 shares; 2025Q4: 1,436 shares; 2026Q1: 1,293 shares; 2026Q2: 1,526 shares 1,526 $379K 0.03% +233 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,638 shares; 2025Q2: 18,698 shares; 2025Q3: 18,566 shares; 2025Q4: 15,961 shares; 2026Q1: 15,292 shares; 2026Q2: 14,442 shares 14,442 $375K 0.03% -850 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 1,987 shares; 2025Q1: 948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,620 shares; 2026Q1: 7,674 shares; 2026Q2: 12,503 shares 12,503 $375K 0.03% +4,829 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 1,802 shares; 2025Q1: 1,072 shares; 2025Q2: not reported; 2025Q3: 3,688 shares; 2025Q4: 4,070 shares; 2026Q1: 3,623 shares; 2026Q2: 2,764 shares 2,764 $374K 0.03% -859 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,642 shares; 2025Q4: 46,767 shares; 2026Q1: 39,907 shares; 2026Q2: 7,796 shares 7,796 $369K 0.03% -32,111 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: 6,241 shares; 2024Q4: 6,115 shares; 2025Q1: 5,930 shares; 2025Q2: 5,625 shares; 2025Q3: 5,178 shares; 2025Q4: 5,041 shares; 2026Q1: 4,496 shares; 2026Q2: 4,860 shares 4,860 $368K 0.03% +364 Timeline SMLV 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: 2,185 shares; 2024Q4: 2,251 shares; 2025Q1: 2,260 shares; 2025Q2: 2,272 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,319 shares; 2026Q2: 2,335 shares 2,335 $367K 0.03% +16 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,922 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 6,085 shares; 2026Q1: 6,079 shares; 2026Q2: 6,171 shares 6,171 $357K 0.03% +92 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 4,250 shares; 2025Q1: 3,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,395 shares; 2026Q2: 4,880 shares 4,880 $355K 0.03% +1,485 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 1,068 shares; 2025Q1: 1,126 shares; 2025Q2: 1,166 shares; 2025Q3: 1,158 shares; 2025Q4: 1,164 shares; 2026Q1: 780 shares; 2026Q2: 794 shares 794 $354K 0.03% +14 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,384 shares; 2025Q1: 1,153 shares; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 5,265 shares; 2026Q1: 3,763 shares; 2026Q2: 4,905 shares 4,905 $354K 0.03% +1,142 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 1,780 shares; 2025Q1: 2,906 shares; 2025Q2: 2,763 shares; 2025Q3: 3,052 shares; 2025Q4: 2,519 shares; 2026Q1: 3,070 shares; 2026Q2: 3,658 shares 3,658 $350K 0.03% +588 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: 3,675 shares; 2024Q4: 3,871 shares; 2025Q1: 3,854 shares; 2025Q2: 20,181 shares; 2025Q3: 22,224 shares; 2025Q4: 25,843 shares; 2026Q1: 7,140 shares; 2026Q2: 2,234 shares 2,234 $350K 0.03% -4,906 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,716 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,381 shares; 2025Q3: 1,206 shares; 2025Q4: 1,229 shares; 2026Q1: 1,289 shares; 2026Q2: 1,223 shares 1,223 $350K 0.03% -66 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 145 shares; 2025Q1: 134 shares; 2025Q2: 1,257 shares; 2025Q3: 286 shares; 2025Q4: 2,203 shares; 2026Q1: 3,119 shares; 2026Q2: 3,506 shares 3,506 $348K 0.03% +387 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,672 shares; 2026Q1: 7,197 shares; 2026Q2: 6,599 shares 6,599 $348K 0.03% -598 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: 1,149 shares; 2024Q4: 1,155 shares; 2025Q1: 1,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,359 shares 1,359 $347K 0.03% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,659 shares; 2024Q4: 6,716 shares; 2025Q1: 6,655 shares; 2025Q2: 6,657 shares; 2025Q3: 6,561 shares; 2025Q4: 6,859 shares; 2026Q1: 7,640 shares; 2026Q2: 6,337 shares 6,337 $347K 0.03% -1,303 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: 5,381 shares; 2024Q4: 5,367 shares; 2025Q1: 4,660 shares; 2025Q2: 5,388 shares; 2025Q3: 5,135 shares; 2025Q4: 5,130 shares; 2026Q1: 5,080 shares; 2026Q2: 5,112 shares 5,112 $345K 0.03% +32 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,726 shares; 2024Q4: 7,754 shares; 2025Q1: 7,754 shares; 2025Q2: 7,752 shares; 2025Q3: 7,199 shares; 2025Q4: 8,372 shares; 2026Q1: 8,371 shares; 2026Q2: 8,614 shares 8,614 $345K 0.03% +243 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,994 shares; 2024Q4: 5,144 shares; 2025Q1: 5,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,324 shares; 2026Q1: 3,874 shares; 2026Q2: 4,630 shares 4,630 $345K 0.03% +756 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: 10,320 shares; 2024Q4: 10,197 shares; 2025Q1: 10,744 shares; 2025Q2: 8,447 shares; 2025Q3: 7,838 shares; 2025Q4: 7,040 shares; 2026Q1: 7,168 shares; 2026Q2: 7,168 shares 7,168 $342K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 2,832 shares; 2025Q1: 3,410 shares; 2025Q2: 2,476 shares; 2025Q3: 2,374 shares; 2025Q4: 2,407 shares; 2026Q1: 2,318 shares; 2026Q2: 2,073 shares 2,073 $341K 0.03% -245 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 646 shares; 2025Q2: 375 shares; 2025Q3: 310 shares; 2025Q4: 296 shares; 2026Q1: 294 shares; 2026Q2: 354 shares 354 $340K 0.03% +60 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,669 shares; 2024Q4: 18,696 shares; 2025Q1: 23,241 shares; 2025Q2: 133,949 shares; 2025Q3: 151,036 shares; 2025Q4: 7,646 shares; 2026Q1: 8,883 shares; 2026Q2: 13,775 shares 13,775 $338K 0.03% +4,892 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,271 shares; 2024Q4: 8,271 shares; 2025Q1: 8,598 shares; 2025Q2: 8,598 shares; 2025Q3: 8,598 shares; 2025Q4: 8,598 shares; 2026Q1: 8,623 shares; 2026Q2: 8,105 shares 8,105 $336K 0.03% -518 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,197 shares; 2025Q1: 1,304 shares; 2025Q2: 1,011 shares; 2025Q3: 1,455 shares; 2025Q4: 1,160 shares; 2026Q1: 1,086 shares; 2026Q2: 1,154 shares 1,154 $335K 0.03% +68 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,733 shares; 2025Q1: 3,268 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,810 shares 5,810 $335K 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,833 shares; 2024Q4: 7,658 shares; 2025Q1: 7,658 shares; 2025Q2: 7,658 shares; 2025Q3: 7,953 shares; 2025Q4: 9,093 shares; 2026Q1: 9,093 shares; 2026Q2: 9,093 shares 9,093 $334K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882 shares; 2024Q4: 897 shares; 2025Q1: 302 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,750 shares; 2026Q1: 3,153 shares; 2026Q2: 3,998 shares 3,998 $334K 0.03% +845 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,145 shares; 2025Q1: 2,185 shares; 2025Q2: 2,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares; 2026Q2: 3,201 shares 3,201 $333K 0.03% +1,065 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,258 shares; 2024Q4: 5,258 shares; 2025Q1: 5,776 shares; 2025Q2: 5,776 shares; 2025Q3: 5,776 shares; 2025Q4: 5,776 shares; 2026Q1: 5,776 shares; 2026Q2: 5,750 shares 5,750 $331K 0.03% -26 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,411 shares; 2024Q4: 12,696 shares; 2025Q1: 14,000 shares; 2025Q2: 13,293 shares; 2025Q3: 12,653 shares; 2025Q4: 9,873 shares; 2026Q1: 10,828 shares; 2026Q2: 10,863 shares 10,863 $331K 0.03% +35 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 511 shares; 2025Q1: 427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,877 shares 1,877 $331K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,576 shares; 2025Q1: 1,665 shares; 2025Q2: 1,739 shares; 2025Q3: 1,546 shares; 2025Q4: 1,632 shares; 2026Q1: 685 shares; 2026Q2: 665 shares 665 $330K 0.03% -20 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,349 shares; 2024Q4: 4,614 shares; 2025Q1: 4,320 shares; 2025Q2: 2,883 shares; 2025Q3: 2,528 shares; 2025Q4: 2,559 shares; 2026Q1: 2,407 shares; 2026Q2: 2,766 shares 2,766 $323K 0.03% +359 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: 2,168 shares; 2024Q4: 2,296 shares; 2025Q1: 2,274 shares; 2025Q2: 2,248 shares; 2025Q3: 2,405 shares; 2025Q4: 2,304 shares; 2026Q1: 2,312 shares; 2026Q2: 2,719 shares 2,719 $319K 0.03% +407 Timeline FNDA 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: 378 shares; 2024Q4: 909 shares; 2025Q1: 2,641 shares; 2025Q2: not reported; 2025Q3: 7,407 shares; 2025Q4: 8,096 shares; 2026Q1: 8,112 shares; 2026Q2: 8,164 shares 8,164 $311K 0.03% +52 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: 8,126 shares; 2024Q4: 8,125 shares; 2025Q1: 6,149 shares; 2025Q2: 6,941 shares; 2025Q3: 5,841 shares; 2025Q4: 5,635 shares; 2026Q1: 5,896 shares; 2026Q2: 5,388 shares 5,388 $311K 0.03% -508 Timeline USEP 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: 13,378 shares; 2024Q4: 12,160 shares; 2025Q1: 11,888 shares; 2025Q2: 11,819 shares; 2025Q3: 11,722 shares; 2025Q4: 11,141 shares; 2026Q1: 10,619 shares; 2026Q2: 7,491 shares 7,491 $310K 0.03% -3,128 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,356 shares; 2025Q1: 1,353 shares; 2025Q2: 82,155 shares; 2025Q3: 92,320 shares; 2025Q4: 88,313 shares; 2026Q1: 84,410 shares; 2026Q2: 3,314 shares 3,314 $310K 0.03% -81,096 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,028 shares; 2024Q4: 3,005 shares; 2025Q1: 2,966 shares; 2025Q2: 2,696 shares; 2025Q3: 1,458 shares; 2025Q4: 1,399 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $306K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,337 shares; 2024Q4: 2,372 shares; 2025Q1: 2,407 shares; 2025Q2: 2,502 shares; 2025Q3: 1,964 shares; 2025Q4: 1,047 shares; 2026Q1: 1,017 shares; 2026Q2: 1,087 shares 1,087 $305K 0.02% +70 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,379 shares; 2024Q4: 7,379 shares; 2025Q1: 7,379 shares; 2025Q2: 7,314 shares; 2025Q3: 7,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,209 shares 2,209 $304K 0.02% +2 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,104 shares; 2024Q4: 9,084 shares; 2025Q1: 9,565 shares; 2025Q2: 5,562 shares; 2025Q3: 5,020 shares; 2025Q4: 5,667 shares; 2026Q1: 5,357 shares; 2026Q2: 5,915 shares 5,915 $295K 0.02% +558 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: 519 shares; 2024Q4: 338 shares; 2025Q1: 629 shares; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830 $294K 0.02% new Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 4,505 shares; 2026Q1: not reported; 2026Q2: 4,517 shares 4,517 $291K 0.02% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,591 shares; 2024Q4: 8,591 shares; 2025Q1: 7,931 shares; 2025Q2: 7,931 shares; 2025Q3: 7,463 shares; 2025Q4: 6,503 shares; 2026Q1: 6,207 shares; 2026Q2: 6,207 shares 6,207 $287K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,711 shares; 2025Q1: 2,131 shares; 2025Q2: 1,262 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,885 shares 1,885 $285K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,197 shares; 2025Q1: 1,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 801 shares; 2026Q2: 811 shares 811 $284K 0.02% +10 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,658 shares; 2026Q1: 5,368 shares; 2026Q2: 5,013 shares 5,013 $280K 0.02% -355 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: 8,680 shares; 2024Q4: 8,646 shares; 2025Q1: 7,810 shares; 2025Q2: 5,274 shares; 2025Q3: 4,407 shares; 2025Q4: 4,401 shares; 2026Q1: 4,431 shares; 2026Q2: 2,708 shares 2,708 $277K 0.02% -1,723 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 3,760 shares; 2025Q1: 3,600 shares; 2025Q2: 3,469 shares; 2025Q3: 3,409 shares; 2025Q4: 11,592 shares; 2026Q1: 10,155 shares; 2026Q2: 3,392 shares 3,392 $275K 0.02% -6,763 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: 3,630 shares; 2024Q4: 3,516 shares; 2025Q1: 3,466 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 3,362 shares; 2026Q1: 3,079 shares; 2026Q2: 2,930 shares 2,930 $275K 0.02% -149 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740 shares; 2024Q4: 751 shares; 2025Q1: 1,444 shares; 2025Q2: 34,049 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,375 shares 4,375 $275K 0.02% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,303 shares; 2024Q4: 8,648 shares; 2025Q1: 8,713 shares; 2025Q2: 8,696 shares; 2025Q3: 9,086 shares; 2025Q4: 9,021 shares; 2026Q1: 9,021 shares; 2026Q2: 9,065 shares 9,065 $274K 0.02% +44 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,067 shares; 2025Q1: 1,099 shares; 2025Q2: not reported; 2025Q3: 1,579 shares; 2025Q4: 1,579 shares; 2026Q1: 1,579 shares; 2026Q2: 1,610 shares 1,610 $272K 0.02% +31 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,633 shares; 2024Q4: 10,179 shares; 2025Q1: 11,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $271K 0.02% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,531 shares; 2024Q4: 6,534 shares; 2025Q1: 6,533 shares; 2025Q2: 6,411 shares; 2025Q3: 6,411 shares; 2025Q4: 6,617 shares; 2026Q1: 6,615 shares; 2026Q2: 6,366 shares 6,366 $270K 0.02% -249 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 444 shares; 2025Q1: 419 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 926 shares; 2026Q1: not reported; 2026Q2: 1,520 shares 1,520 $270K 0.02% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,880 shares 2,880 $269K 0.02% new 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: 1,828 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,291 shares; 2026Q1: 2,298 shares; 2026Q2: 2,418 shares 2,418 $266K 0.02% +120 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: 1,434 shares; 2024Q4: 1,581 shares; 2025Q1: 1,457 shares; 2025Q2: 14,240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,505 shares; 2026Q2: 3,061 shares 3,061 $266K 0.02% +556 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 8,300 shares; 2025Q2: not reported; 2025Q3: 10,103 shares; 2025Q4: 11,742 shares; 2026Q1: 12,736 shares; 2026Q2: 12,736 shares 12,736 $264K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,599 shares; 2024Q4: 12,080 shares; 2025Q1: 11,929 shares; 2025Q2: 6,956 shares; 2025Q3: 5,671 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $262K 0.02% new Timeline EDIV 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: 4,279 shares; 2024Q4: 4,279 shares; 2025Q1: 4,279 shares; 2025Q2: 5,391 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 5,456 shares; 2026Q2: 6,347 shares 6,347 $260K 0.02% +891 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,398 shares; 2026Q1: 9,398 shares; 2026Q2: 9,398 shares 9,398 $259K 0.02% 0 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,399 shares; 2024Q4: 25,526 shares; 2025Q1: 17,630 shares; 2025Q2: 11,989 shares; 2025Q3: 10,984 shares; 2025Q4: 10,563 shares; 2026Q1: 9,897 shares; 2026Q2: 9,274 shares 9,274 $257K 0.02% -623 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: 135 shares; 2024Q4: 132 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,360 shares; 2026Q1: 1,509 shares; 2026Q2: 1,582 shares 1,582 $256K 0.02% +73 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,945 shares; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,938 shares; 2025Q3: 6,938 shares; 2025Q4: 5,478 shares; 2026Q1: 5,249 shares; 2026Q2: 5,130 shares 5,130 $254K 0.02% -119 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,415 shares; 2024Q4: 6,415 shares; 2025Q1: 6,415 shares; 2025Q2: 22,117 shares; 2025Q3: 22,117 shares; 2025Q4: 28,299 shares; 2026Q1: 28,299 shares; 2026Q2: 28,408 shares 28,408 $253K 0.02% +109 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: 4,916 shares; 2024Q4: 4,984 shares; 2025Q1: 936 shares; 2025Q2: 861 shares; 2025Q3: 615 shares; 2025Q4: 540 shares; 2026Q1: 463 shares; 2026Q2: 495 shares 495 $252K 0.02% +32 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 386 shares; 2025Q1: 443 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $252K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,298 shares; 2025Q1: 1,206 shares; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 933 shares; 2026Q1: 1,024 shares; 2026Q2: 2,017 shares 2,017 $251K 0.02% +993 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,915 shares; 2024Q4: 5,743 shares; 2025Q1: 5,393 shares; 2025Q2: 5,453 shares; 2025Q3: 5,228 shares; 2025Q4: 5,228 shares; 2026Q1: 5,228 shares; 2026Q2: 5,276 shares 5,276 $251K 0.02% +48 Timeline VCIT 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: 3,316 shares; 2024Q4: 3,340 shares; 2025Q1: 3,500 shares; 2025Q2: 3,173 shares; 2025Q3: 2,809 shares; 2025Q4: 3,308 shares; 2026Q1: 3,279 shares; 2026Q2: 3,001 shares 3,001 $248K 0.02% -278 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,727 shares; 2026Q1: 1,690 shares; 2026Q2: 2,208 shares 2,208 $248K 0.02% +518 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,376 shares; 2025Q1: 2,370 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,479 shares; 2026Q2: 5,176 shares 5,176 $246K 0.02% +697 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 690 shares; 2025Q1: 643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,578 shares; 2026Q2: 1,546 shares 1,546 $245K 0.02% -32 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,417 shares; 2026Q1: 6,649 shares; 2026Q2: 4,605 shares 4,605 $245K 0.02% -2,044 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 4,001 shares; 2025Q1: 3,889 shares; 2025Q2: 3,905 shares; 2025Q3: 2,929 shares; 2025Q4: 2,929 shares; 2026Q1: 2,894 shares; 2026Q2: 2,888 shares 2,888 $244K 0.02% -6 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,441 shares; 2025Q1: 4,441 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares; 2026Q2: 4,441 shares 4,441 $244K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 2,443 shares; 2025Q1: 2,302 shares; 2025Q2: 3,939 shares; 2025Q3: 4,505 shares; 2025Q4: 4,693 shares; 2026Q1: 4,311 shares; 2026Q2: 4,765 shares 4,765 $243K 0.02% +454 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,488 shares 3,488 $242K 0.02% new 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: 8,252 shares; 2024Q4: 10,719 shares; 2025Q1: 10,656 shares; 2025Q2: 10,758 shares; 2025Q3: 8,737 shares; 2025Q4: 8,789 shares; 2026Q1: 8,814 shares; 2026Q2: 6,110 shares 6,110 $241K 0.02% -2,704 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,786 shares 4,786 $241K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,442 shares; 2024Q4: 13,580 shares; 2025Q1: 13,960 shares; 2025Q2: 13,593 shares; 2025Q3: 6,550 shares; 2025Q4: 5,552 shares; 2026Q1: 2,502 shares; 2026Q2: 2,544 shares 2,544 $241K 0.02% +42 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: 1,690 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,806 shares; 2026Q2: 3,871 shares 3,871 $239K 0.02% +65 Timeline VEU 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: 1,002 shares; 2024Q4: 975 shares; 2025Q1: 2,094 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,738 shares; 2026Q2: 2,840 shares 2,840 $238K 0.02% +102 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,438 shares; 2024Q4: 9,454 shares; 2025Q1: 10,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,354 shares 7,354 $235K 0.02% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 65 shares; 2025Q1: 302 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,421 shares 4,421 $235K 0.02% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 3,911 shares; 2025Q1: 3,905 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,506 shares; 2026Q1: 4,506 shares; 2026Q2: 4,506 shares 4,506 $235K 0.02% 0 Timeline URA 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: 668 shares; 2024Q4: 8,696 shares; 2025Q1: 8,771 shares; 2025Q2: not reported; 2025Q3: 4,382 shares; 2025Q4: not reported; 2026Q1: 4,957 shares; 2026Q2: 5,366 shares 5,366 $235K 0.02% +409 Timeline BDYN 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: 8,444 shares 8,444 $234K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares; 2026Q2: 9,300 shares 9,300 $234K 0.02% 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: 2,499 shares; 2024Q4: 2,943 shares; 2025Q1: 3,027 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,431 shares; 2026Q1: 6,203 shares; 2026Q2: 4,472 shares 4,472 $234K 0.02% -1,731 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,823 shares; 2024Q4: 45,434 shares; 2025Q1: 42,245 shares; 2025Q2: 42,245 shares; 2025Q3: 42,045 shares; 2025Q4: 39,609 shares; 2026Q1: 37,229 shares; 2026Q2: 37,229 shares 37,229 $232K 0.02% 0 Timeline REMX 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: not reported; 2026Q1: not reported; 2026Q2: 2,610 shares 2,610 $231K 0.02% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 525 shares; 2025Q1: 522 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $230K 0.02% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares 2,164 $230K 0.02% 0 Timeline VTWO 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: 98 shares; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,886 shares 1,886 $229K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $225K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,388 shares; 2025Q1: 1,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares; 2026Q2: 1,022 shares 1,022 $225K 0.02% +39 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,146 shares; 2025Q2: not reported; 2025Q3: 3,039 shares; 2025Q4: 3,008 shares; 2026Q1: 2,915 shares; 2026Q2: 2,898 shares 2,898 $224K 0.02% -17 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 2,647 shares; 2025Q1: 2,422 shares; 2025Q2: 2,334 shares; 2025Q3: 1,954 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,209 shares 1,209 $224K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 1,021 shares; 2025Q1: 1,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $223K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,289 shares; 2025Q1: 2,278 shares; 2025Q2: 2,344 shares; 2025Q3: 2,673 shares; 2025Q4: 2,674 shares; 2026Q1: 3,196 shares; 2026Q2: 2,297 shares 2,297 $222K 0.02% -899 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,471 shares; 2026Q1: not reported; 2026Q2: 2,226 shares 2,226 $219K 0.02% new Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,493 shares 3,493 $219K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,297 shares; 2024Q4: 95,882 shares; 2025Q1: 73,690 shares; 2025Q2: 38,368 shares; 2025Q3: 32,504 shares; 2025Q4: 28,591 shares; 2026Q1: 27,436 shares; 2026Q2: 37,450 shares 37,450 $218K 0.02% +10,014 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: 13,982 shares; 2024Q4: 11,188 shares; 2025Q1: 11,358 shares; 2025Q2: 14,494 shares; 2025Q3: 11,471 shares; 2025Q4: 11,229 shares; 2026Q1: 11,326 shares; 2026Q2: 7,653 shares 7,653 $217K 0.02% -3,673 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 797 shares; 2025Q1: 1,002 shares; 2025Q2: 1,212 shares; 2025Q3: 1,363 shares; 2025Q4: 1,650 shares; 2026Q1: 1,532 shares; 2026Q2: 970 shares 970 $217K 0.02% -562 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,504 shares; 2025Q1: 2,764 shares; 2025Q2: 2,638 shares; 2025Q3: 2,157 shares; 2025Q4: 2,078 shares; 2026Q1: 2,040 shares; 2026Q2: 1,905 shares 1,905 $215K 0.02% -135 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,443 shares; 2025Q1: 1,333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,411 shares 1,411 $215K 0.02% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: not reported; 2025Q3: 10,407 shares; 2025Q4: 10,957 shares; 2026Q1: 10,957 shares; 2026Q2: 10,407 shares 10,407 $214K 0.02% -550 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 61 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,737 shares 1,737 $214K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 2,852 shares; 2025Q1: 2,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,298 shares 1,298 $214K 0.02% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 5,067 shares; 2025Q1: 5,067 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,067 shares 5,067 $211K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 388 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,917 shares 1,917 $210K 0.02% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,093 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,627 shares 3,627 $209K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,050 shares; 2025Q1: 1,239 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,474 shares 4,474 $209K 0.02% new 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: 5,995 shares; 2024Q4: 6,002 shares; 2025Q1: 4,719 shares; 2025Q2: 4,857 shares; 2025Q3: 2,291 shares; 2025Q4: 2,008 shares; 2026Q1: 1,953 shares; 2026Q2: 2,010 shares 2,010 $205K 0.02% +57 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,949 shares; 2025Q2: 9,154 shares; 2025Q3: 9,066 shares; 2025Q4: not reported; 2026Q1: 7,343 shares; 2026Q2: 7,279 shares 7,279 $205K 0.02% -64 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,056 shares; 2025Q1: 1,232 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,293 shares 1,293 $205K 0.02% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 16,637 shares; 2026Q1: 16,811 shares; 2026Q2: 15,683 shares 15,683 $204K 0.02% -1,128 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,003 shares; 2024Q4: 2,007 shares; 2025Q1: 1,827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,889 shares 1,889 $204K 0.02% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,646 shares; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares; 2026Q2: 5,277 shares 5,277 $201K 0.02% -455 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 10,966 shares; 2025Q1: 12,629 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,638 shares 4,638 $201K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 171 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 872 shares 872 $200K 0.02% new Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,305 shares 5,305 $200K 0.02% new Timeline IALT 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: 7,088 shares 7,088 $199K 0.02% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,605 shares; 2024Q4: 4,406 shares; 2025Q1: 4,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,481 shares 4,481 $199K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: 4,961 shares; 2025Q1: 4,399 shares; 2025Q2: 5,248 shares; 2025Q3: 4,810 shares; 2025Q4: 5,379 shares; 2026Q1: not reported; 2026Q2: 5,679 shares 5,679 $198K 0.02% new 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: 1,401 shares; 2024Q4: 1,416 shares; 2025Q1: 1,414 shares; 2025Q2: 937 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $197K 0.02% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,783 shares 4,783 $197K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,992 shares; 2024Q4: 5,858 shares; 2025Q1: 4,772 shares; 2025Q2: 4,635 shares; 2025Q3: 3,995 shares; 2025Q4: 1,795 shares; 2026Q1: 1,490 shares; 2026Q2: 1,485 shares 1,485 $195K 0.02% -5 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,343 shares; 2024Q4: 1,136 shares; 2025Q1: 1,222 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $195K 0.02% new Timeline JPUS 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: 1,871 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373 shares 1,373 $193K 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,982 shares 1,982 $192K 0.02% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,462 shares; 2026Q1: 5,801 shares; 2026Q2: 4,389 shares 4,389 $189K 0.02% -1,412 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares 3,738 $188K 0.02% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 2,403 shares; 2025Q1: 3,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,890 shares 3,890 $184K 0.01% new Timeline IDEF 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: 5,788 shares 5,788 $184K 0.01% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,034 shares; 2024Q4: 5,674 shares; 2025Q1: 5,818 shares; 2025Q2: 8,907 shares; 2025Q3: 9,892 shares; 2025Q4: 11,221 shares; 2026Q1: 11,339 shares; 2026Q2: 5,521 shares 5,521 $184K 0.01% -5,818 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,222 shares; 2024Q4: 5,944 shares; 2025Q1: 4,573 shares; 2025Q2: not reported; 2025Q3: 6,508 shares; 2025Q4: 6,871 shares; 2026Q1: not reported; 2026Q2: 3,939 shares 3,939 $183K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,821 shares; 2024Q4: 37,286 shares; 2025Q1: 37,445 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,379 shares 1,379 $183K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $183K 0.01% new 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: 1,946 shares; 2024Q4: 1,832 shares; 2025Q1: 1,738 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,669 shares 1,669 $182K 0.01% new 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: 8,179 shares; 2024Q4: 8,179 shares; 2025Q1: 16,504 shares; 2025Q2: 34,309 shares; 2025Q3: 35,376 shares; 2025Q4: 7,093 shares; 2026Q1: not reported; 2026Q2: 5,229 shares 5,229 $179K 0.01% new Timeline BBH 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: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,304 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: not reported; 2026Q2: 880 shares 880 $179K 0.01% new Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,886 shares 4,886 $179K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,441 shares; 2024Q4: 2,383 shares; 2025Q1: 2,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,993 shares 1,993 $178K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 260 shares; 2025Q1: 301 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 659 shares 659 $177K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 47 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $176K 0.01% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 1,821 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,609 shares 8,609 $175K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,151 shares; 2025Q1: 1,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 946 shares 946 $175K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,123 shares 2,123 $175K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,077 shares; 2024Q4: 3,472 shares; 2025Q1: 3,971 shares; 2025Q2: 4,115 shares; 2025Q3: 3,865 shares; 2025Q4: 3,284 shares; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $175K 0.01% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,728 shares 3,728 $172K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 736 shares; 2025Q1: 646 shares; 2025Q2: not reported; 2025Q3: 653 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $171K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 359 shares; 2024Q4: 373 shares; 2025Q1: 354 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $171K 0.01% new Timeline