SECT 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: 200,395 shares; 2024Q4: 348,364 shares; 2025Q1: 343,315 shares; 2025Q2: 301,629 shares; 2025Q3: 295,463 shares; 2025Q4: 301,270 shares; 2026Q1: 244,231 shares; 2026Q2: 384,988 shares 384,988 $27.7M 16.78% +140,757 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: 105,666 shares; 2024Q4: 185,956 shares; 2025Q1: 191,753 shares; 2025Q2: 184,277 shares; 2025Q3: 188,794 shares; 2025Q4: 206,366 shares; 2026Q1: 214,943 shares; 2026Q2: 220,773 shares 220,773 $13.7M 8.3% +5,830 Timeline PSFF 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: 9,158 shares; 2024Q4: 49,250 shares; 2025Q1: 92,608 shares; 2025Q2: 242,083 shares; 2025Q3: 292,566 shares; 2025Q4: 364,551 shares; 2026Q1: 354,430 shares; 2026Q2: 358,334 shares 358,334 $12.3M 7.43% +3,904 Timeline ECOW 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: 100,749 shares; 2024Q4: 172,330 shares; 2025Q1: 179,887 shares; 2025Q2: 330,766 shares; 2025Q3: 351,816 shares; 2025Q4: 423,272 shares; 2026Q1: 444,764 shares; 2026Q2: 457,707 shares 457,707 $12.1M 7.34% +12,943 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,750 shares; 2026Q1: 132,333 shares; 2026Q2: 135,421 shares 135,421 $7.98M 4.83% +3,088 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,910 shares; 2024Q4: 75,710 shares; 2025Q1: 76,507 shares; 2025Q2: 73,117 shares; 2025Q3: 73,658 shares; 2025Q4: 77,580 shares; 2026Q1: 73,860 shares; 2026Q2: 75,328 shares 75,328 $7.83M 4.74% +1,468 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: 138,685 shares; 2024Q4: 124,022 shares; 2025Q1: 122,517 shares; 2025Q2: 118,533 shares; 2025Q3: 108,563 shares; 2025Q4: 105,610 shares; 2026Q1: 164,903 shares; 2026Q2: 88,903 shares 88,903 $7.06M 4.27% -76,000 Timeline EINC 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: 44,509 shares; 2026Q2: 51,459 shares 51,459 $6.13M 3.71% +6,950 Timeline GDXJ 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: 423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,773 shares; 2026Q1: 46,824 shares; 2026Q2: 55,468 shares 55,468 $5.45M 3.3% +8,644 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,400 shares; 2024Q4: 570,841 shares; 2025Q1: 561,576 shares; 2025Q2: 505,572 shares; 2025Q3: 492,758 shares; 2025Q4: 465,481 shares; 2026Q1: 428,720 shares; 2026Q2: 176,811 shares 176,811 $4.51M 2.73% -251,909 Timeline BUYW 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: 105,078 shares; 2024Q4: 152,650 shares; 2025Q1: 148,868 shares; 2025Q2: 181,453 shares; 2025Q3: 200,067 shares; 2025Q4: 222,894 shares; 2026Q1: 219,504 shares; 2026Q2: 245,634 shares 245,634 $3.55M 2.15% +26,130 Timeline AGGH 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,942 shares 128,942 $2.6M 1.57% new 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: 2,045 shares; 2024Q4: 3,777 shares; 2025Q1: 3,777 shares; 2025Q2: 3,777 shares; 2025Q3: 3,777 shares; 2025Q4: 3,777 shares; 2026Q1: 3,697 shares; 2026Q2: 1,965 shares 1,965 $2.09M 1.27% -1,732 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,648 shares; 2025Q1: 4,833 shares; 2025Q2: 4,807 shares; 2025Q3: 4,733 shares; 2025Q4: 10,661 shares; 2026Q1: 17,048 shares; 2026Q2: 19,596 shares 19,596 $1.96M 1.19% +2,548 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: 1,127 shares; 2024Q4: 2,088 shares; 2025Q1: 2,040 shares; 2025Q2: 2,147 shares; 2025Q3: 2,497 shares; 2025Q4: 2,600 shares; 2026Q1: 2,507 shares; 2026Q2: 2,588 shares 2,588 $1.91M 1.15% +81 Timeline NREF NEXPOINT REAL ESTATE FIN INC More: the full row for NEXPOINT REAL ESTATE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,654 shares; 2024Q4: not reported; 2025Q1: 11,051 shares; 2025Q2: 37,916 shares; 2025Q3: 113,834 shares; 2025Q4: 123,307 shares; 2026Q1: 110,507 shares; 2026Q2: 110,587 shares 110,587 $1.71M 1.04% +80 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,363 shares; 2025Q4: 3,370 shares; 2026Q1: 3,363 shares; 2026Q2: 3,363 shares 3,363 $1.71M 1.04% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,078 shares; 2024Q4: 86,533 shares; 2025Q1: 86,171 shares; 2025Q2: 85,297 shares; 2025Q3: 101,924 shares; 2025Q4: 97,913 shares; 2026Q1: 19,480 shares; 2026Q2: 30,100 shares 30,100 $1.69M 1.02% +10,620 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: 6,058 shares; 2024Q4: 8,246 shares; 2025Q1: 9,555 shares; 2025Q2: 18,231 shares; 2025Q3: 20,062 shares; 2025Q4: 22,135 shares; 2026Q1: 25,702 shares; 2026Q2: 17,408 shares 17,408 $1.6M 0.96% -8,294 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: 292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 682 shares; 2026Q1: 731 shares; 2026Q2: 4,281 shares 4,281 $1.58M 0.95% +3,550 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: 5,570 shares; 2024Q4: 6,180 shares; 2025Q1: 6,285 shares; 2025Q2: 5,932 shares; 2025Q3: 5,779 shares; 2025Q4: 5,198 shares; 2026Q1: 4,948 shares; 2026Q2: 6,046 shares 6,046 $1.21M 0.73% +1,098 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: 5,527 shares; 2024Q4: 5,998 shares; 2025Q1: 6,347 shares; 2025Q2: 6,437 shares; 2025Q3: 6,473 shares; 2025Q4: 6,868 shares; 2026Q1: 8,406 shares; 2026Q2: 7,043 shares 7,043 $1.17M 0.71% -1,363 Timeline TMAT 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: 17,905 shares; 2024Q4: 33,354 shares; 2025Q1: 31,314 shares; 2025Q2: 28,327 shares; 2025Q3: 25,347 shares; 2025Q4: 23,777 shares; 2026Q1: 22,317 shares; 2026Q2: 35,590 shares 35,590 $1.12M 0.68% +13,273 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: 1,933 shares; 2024Q4: 3,066 shares; 2025Q1: 3,202 shares; 2025Q2: 2,994 shares; 2025Q3: 2,797 shares; 2025Q4: 2,748 shares; 2026Q1: 3,215 shares; 2026Q2: 2,853 shares 2,853 $1.06M 0.64% -362 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: 525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,678 shares; 2026Q1: 2,884 shares; 2026Q2: 13,653 shares 13,653 $1.03M 0.62% +10,769 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,968 shares; 2025Q1: 9,997 shares; 2025Q2: 10,090 shares; 2025Q3: 16,048 shares; 2025Q4: 15,659 shares; 2026Q1: 16,991 shares; 2026Q2: 45,170 shares 45,170 $997K 0.6% +28,179 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: 5,751 shares; 2024Q4: 5,452 shares; 2025Q1: 5,433 shares; 2025Q2: 4,939 shares; 2025Q3: 4,593 shares; 2025Q4: 3,267 shares; 2026Q1: 3,025 shares; 2026Q2: 2,270 shares 2,270 $802K 0.49% -755 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: 13,186 shares; 2024Q4: 18,225 shares; 2025Q1: 13,131 shares; 2025Q2: 12,394 shares; 2025Q3: 11,480 shares; 2025Q4: 11,044 shares; 2026Q1: 10,661 shares; 2026Q2: 8,642 shares 8,642 $759K 0.46% -2,019 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: 3,178 shares; 2024Q4: 3,142 shares; 2025Q1: 3,278 shares; 2025Q2: 3,100 shares; 2025Q3: 2,809 shares; 2025Q4: 2,712 shares; 2026Q1: 2,699 shares; 2026Q2: 2,218 shares 2,218 $726K 0.44% -481 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 36,320 shares; 2025Q4: 27,314 shares; 2026Q1: 21,490 shares; 2026Q2: 13,858 shares 13,858 $707K 0.43% -7,632 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,336 shares; 2024Q4: 49,027 shares; 2025Q1: 42,944 shares; 2025Q2: 39,864 shares; 2025Q3: 37,017 shares; 2025Q4: 28,445 shares; 2026Q1: 22,251 shares; 2026Q2: 13,917 shares 13,917 $698K 0.42% -8,334 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: 3,786 shares; 2024Q4: 4,099 shares; 2025Q1: 4,123 shares; 2025Q2: 3,655 shares; 2025Q3: 3,520 shares; 2025Q4: 3,430 shares; 2026Q1: 3,243 shares; 2026Q2: 2,738 shares 2,738 $653K 0.39% -505 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: 17 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,834 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $648K 0.39% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,738 shares; 2024Q4: 10,718 shares; 2025Q1: 11,451 shares; 2025Q2: 12,373 shares; 2025Q3: 11,977 shares; 2025Q4: 12,044 shares; 2026Q1: 11,963 shares; 2026Q2: 10,513 shares 10,513 $639K 0.39% -1,450 Timeline IGTR 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: 123,602 shares; 2024Q4: 98,050 shares; 2025Q1: 81,315 shares; 2025Q2: 64,484 shares; 2025Q3: 42,932 shares; 2025Q4: 36,256 shares; 2026Q1: 30,088 shares; 2026Q2: 18,508 shares 18,508 $629K 0.38% -11,580 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,202 shares; 2024Q4: 3,065 shares; 2025Q1: 3,082 shares; 2025Q2: 2,957 shares; 2025Q3: 2,837 shares; 2025Q4: 2,545 shares; 2026Q1: 2,420 shares; 2026Q2: 2,135 shares 2,135 $618K 0.37% -285 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,654 shares; 2025Q4: 10,947 shares; 2026Q1: 13,362 shares; 2026Q2: 14,962 shares 14,962 $610K 0.37% +1,600 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,507 shares; 2025Q3: not reported; 2025Q4: 5,949 shares; 2026Q1: 5,789 shares; 2026Q2: 3,798 shares 3,798 $532K 0.32% -1,991 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: 4,174 shares; 2024Q4: 4,320 shares; 2025Q1: 4,676 shares; 2025Q2: 4,525 shares; 2025Q3: 4,394 shares; 2025Q4: 2,100 shares; 2026Q1: 2,135 shares; 2026Q2: 2,089 shares 2,089 $530K 0.32% -46 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: 2,198 shares; 2024Q4: 1,503 shares; 2025Q1: 1,483 shares; 2025Q2: 2,650 shares; 2025Q3: 2,489 shares; 2025Q4: 1,865 shares; 2026Q1: 1,780 shares; 2026Q2: 1,385 shares 1,385 $523K 0.32% -395 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: 6,149 shares; 2024Q4: 5,313 shares; 2025Q1: 5,265 shares; 2025Q2: 4,761 shares; 2025Q3: 4,357 shares; 2025Q4: 3,852 shares; 2026Q1: 3,593 shares; 2026Q2: 2,477 shares 2,477 $518K 0.31% -1,116 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: 3,747 shares; 2024Q4: 6,948 shares; 2025Q1: 6,643 shares; 2025Q2: 6,208 shares; 2025Q3: 5,362 shares; 2025Q4: 5,050 shares; 2026Q1: 4,882 shares; 2026Q2: 4,485 shares 4,485 $508K 0.31% -397 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: 1,283 shares; 2024Q4: 1,199 shares; 2025Q1: 1,175 shares; 2025Q2: 990 shares; 2025Q3: 820 shares; 2025Q4: 744 shares; 2026Q1: 678 shares; 2026Q2: 490 shares 490 $496K 0.3% -188 Timeline MOO 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: 4,272 shares; 2024Q4: 9,711 shares; 2025Q1: 8,306 shares; 2025Q2: 7,746 shares; 2025Q3: 7,286 shares; 2025Q4: 6,077 shares; 2026Q1: 5,932 shares; 2026Q2: 5,922 shares 5,922 $469K 0.28% -10 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares; 2026Q1: 8,328 shares; 2026Q2: 8,586 shares 8,586 $456K 0.28% +258 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: 1,597 shares; 2024Q4: 5,458 shares; 2025Q1: 5,880 shares; 2025Q2: 5,354 shares; 2025Q3: 4,248 shares; 2025Q4: 4,199 shares; 2026Q1: 4,183 shares; 2026Q2: 3,828 shares 3,828 $455K 0.28% -355 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 779 shares 779 $453K 0.27% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,599 shares; 2024Q4: 1,883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,022 shares; 2026Q1: 5,435 shares; 2026Q2: 3,452 shares 3,452 $451K 0.27% -1,983 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,349 shares; 2025Q1: 1,358 shares; 2025Q2: 1,364 shares; 2025Q3: 1,849 shares; 2025Q4: 1,698 shares; 2026Q1: 1,608 shares; 2026Q2: 1,075 shares 1,075 $447K 0.27% -533 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,936 shares; 2024Q4: 208,346 shares; 2025Q1: 216,469 shares; 2025Q2: 193,787 shares; 2025Q3: 198,809 shares; 2025Q4: 12,968 shares; 2026Q1: 12,739 shares; 2026Q2: 11,139 shares 11,139 $442K 0.27% -1,600 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: 1,029 shares; 2024Q4: 1,032 shares; 2025Q1: 1,031 shares; 2025Q2: 892 shares; 2025Q3: 862 shares; 2025Q4: 892 shares; 2026Q1: 843 shares; 2026Q2: 774 shares 774 $436K 0.26% -69 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: 21 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 603 shares; 2025Q3: 1,576 shares; 2025Q4: 1,469 shares; 2026Q1: 1,379 shares; 2026Q2: 968 shares 968 $412K 0.25% -411 Timeline RYLD 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: 2,088 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,391 shares; 2025Q4: 11,693 shares; 2026Q1: 17,994 shares; 2026Q2: 25,389 shares 25,389 $406K 0.25% +7,395 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,273 shares; 2025Q4: 13,413 shares; 2026Q1: 18,958 shares; 2026Q2: 22,004 shares 22,004 $406K 0.25% +3,046 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: 9,308 shares; 2024Q4: 9,665 shares; 2025Q1: 9,524 shares; 2025Q2: 8,447 shares; 2025Q3: 8,114 shares; 2025Q4: 7,905 shares; 2026Q1: 7,305 shares; 2026Q2: 4,891 shares 4,891 $397K 0.24% -2,414 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,177 shares; 2025Q2: 17,335 shares; 2025Q3: 17,872 shares; 2025Q4: 23,767 shares; 2026Q1: 30,611 shares; 2026Q2: 29,862 shares 29,862 $395K 0.24% -749 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: 15 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 217 shares; 2026Q2: 1,291 shares 1,291 $390K 0.24% +1,074 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: 274 shares; 2024Q4: 140 shares; 2025Q1: 453 shares; 2025Q2: 456 shares; 2025Q3: 623 shares; 2025Q4: 590 shares; 2026Q1: 586 shares; 2026Q2: 550 shares 550 $378K 0.23% -36 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: 13,859 shares; 2024Q4: 13,368 shares; 2025Q1: 13,307 shares; 2025Q2: 12,196 shares; 2025Q3: 11,491 shares; 2025Q4: 10,527 shares; 2026Q1: 9,709 shares; 2026Q2: 6,543 shares 6,543 $373K 0.23% -3,166 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 2,176 shares; 2026Q1: 3,409 shares; 2026Q2: 4,102 shares 4,102 $371K 0.22% +693 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 2,337 shares; 2026Q1: 2,097 shares; 2026Q2: 1,219 shares 1,219 $363K 0.22% -878 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,381 shares; 2026Q1: 3,848 shares; 2026Q2: 4,770 shares 4,770 $359K 0.22% +922 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: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 290 shares; 2026Q2: 179 shares 179 $356K 0.22% -111 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: 692 shares; 2024Q4: 702 shares; 2025Q1: 751 shares; 2025Q2: 712 shares; 2025Q3: 705 shares; 2025Q4: 690 shares; 2026Q1: 685 shares; 2026Q2: 706 shares 706 $353K 0.21% +21 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 5,383 shares; 2026Q1: 5,165 shares; 2026Q2: 5,234 shares 5,234 $344K 0.21% +69 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: 81 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,318 shares; 2026Q1: 5,009 shares; 2026Q2: 2,926 shares 2,926 $344K 0.21% -2,083 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,730 shares; 2026Q1: 4,218 shares; 2026Q2: 2,647 shares 2,647 $343K 0.21% -1,571 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: 3,854 shares; 2024Q4: 3,929 shares; 2025Q1: 3,921 shares; 2025Q2: 3,278 shares; 2025Q3: 3,283 shares; 2025Q4: 3,487 shares; 2026Q1: 3,272 shares; 2026Q2: 2,335 shares 2,335 $342K 0.21% -937 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $330K 0.2% new Timeline KEY KEYCORP More: the full row for KEYCORP 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: 23,571 shares; 2026Q1: 22,168 shares; 2026Q2: 14,100 shares 14,100 $325K 0.2% -8,068 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: 7,706 shares; 2024Q4: 7,910 shares; 2025Q1: 7,787 shares; 2025Q2: 6,965 shares; 2025Q3: 6,654 shares; 2025Q4: 6,296 shares; 2026Q1: 5,868 shares; 2026Q2: 4,149 shares 4,149 $325K 0.2% -1,719 Timeline SMOT 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: 7,351 shares; 2024Q4: 15,628 shares; 2025Q1: 14,278 shares; 2025Q2: 13,572 shares; 2025Q3: 10,343 shares; 2025Q4: 9,281 shares; 2026Q1: 8,564 shares; 2026Q2: 7,957 shares 7,957 $309K 0.19% -607 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,160 shares; 2025Q4: 1,062 shares; 2026Q1: 1,047 shares; 2026Q2: 614 shares 614 $304K 0.18% -433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,357 shares; 2026Q1: 6,615 shares; 2026Q2: 4,070 shares 4,070 $303K 0.18% -2,545 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,188 shares; 2026Q1: 2,977 shares; 2026Q2: 1,872 shares 1,872 $301K 0.18% -1,105 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,002 shares; 2026Q1: 2,816 shares; 2026Q2: 3,902 shares 3,902 $301K 0.18% +1,086 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: 2,664 shares; 2024Q4: 12,850 shares; 2025Q1: 10,654 shares; 2025Q2: 9,302 shares; 2025Q3: 9,528 shares; 2025Q4: 9,580 shares; 2026Q1: 9,045 shares; 2026Q2: 8,803 shares 8,803 $298K 0.18% -242 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,013 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $292K 0.18% new 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: 99 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,981 shares; 2025Q4: 8,429 shares; 2026Q1: 7,737 shares; 2026Q2: 4,813 shares 4,813 $291K 0.18% -2,924 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: 2,246 shares; 2024Q4: 2,167 shares; 2025Q1: 2,127 shares; 2025Q2: 1,878 shares; 2025Q3: 1,823 shares; 2025Q4: 1,720 shares; 2026Q1: 1,604 shares; 2026Q2: 1,075 shares 1,075 $291K 0.18% -529 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,566 shares; 2026Q2: 2,767 shares 2,767 $288K 0.17% -799 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: 12,850 shares; 2024Q4: 14,683 shares; 2025Q1: 8,831 shares; 2025Q2: 8,324 shares; 2025Q3: 7,737 shares; 2025Q4: 7,403 shares; 2026Q1: 7,062 shares; 2026Q2: 5,676 shares 5,676 $286K 0.17% -1,386 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,264 shares; 2025Q2: 4,008 shares; 2025Q3: 4,091 shares; 2025Q4: 4,028 shares; 2026Q1: 3,847 shares; 2026Q2: 3,172 shares 3,172 $283K 0.17% -675 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: 221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,027 shares; 2025Q4: 15,422 shares; 2026Q1: 14,081 shares; 2026Q2: 8,822 shares 8,822 $282K 0.17% -5,259 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 864 shares; 2026Q2: 890 shares 890 $279K 0.17% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,782 shares; 2025Q4: 6,697 shares; 2026Q1: 6,234 shares; 2026Q2: 3,824 shares 3,824 $275K 0.17% -2,410 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 2,680 shares; 2026Q2: 1,289 shares 1,289 $275K 0.17% -1,391 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: 2,475 shares; 2024Q4: 2,594 shares; 2025Q1: 2,494 shares; 2025Q2: 2,250 shares; 2025Q3: 2,145 shares; 2025Q4: 1,889 shares; 2026Q1: 1,765 shares; 2026Q2: 1,092 shares 1,092 $275K 0.17% -673 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,843 shares; 2025Q4: 3,501 shares; 2026Q1: 3,250 shares; 2026Q2: 2,003 shares 2,003 $274K 0.17% -1,247 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,519 shares; 2025Q1: 1,510 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares; 2025Q4: 1,360 shares; 2026Q1: 1,308 shares; 2026Q2: 771 shares 771 $272K 0.16% -537 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: 1,322 shares; 2024Q4: 1,599 shares; 2025Q1: 1,569 shares; 2025Q2: 1,436 shares; 2025Q3: 1,390 shares; 2025Q4: 1,293 shares; 2026Q1: 1,191 shares; 2026Q2: 747 shares 747 $271K 0.16% -444 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,238 shares; 2026Q2: 1,419 shares 1,419 $269K 0.16% -819 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: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746 shares; 2025Q3: 1,964 shares; 2025Q4: 1,926 shares; 2026Q1: 1,803 shares; 2026Q2: 1,111 shares 1,111 $264K 0.16% -692 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,658 shares; 2026Q1: 1,533 shares; 2026Q2: 977 shares 977 $264K 0.16% -556 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,417 shares; 2025Q4: 9,342 shares; 2026Q1: 9,122 shares; 2026Q2: 8,435 shares 8,435 $262K 0.16% -687 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: 37 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,184 shares; 2026Q1: 3,857 shares; 2026Q2: 2,403 shares 2,403 $258K 0.16% -1,454 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,870 shares; 2025Q3: 12,801 shares; 2025Q4: 18,644 shares; 2026Q1: 22,657 shares; 2026Q2: 22,584 shares 22,584 $257K 0.16% -73 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: 4,232 shares; 2024Q4: 4,145 shares; 2025Q1: 3,978 shares; 2025Q2: 3,478 shares; 2025Q3: 2,848 shares; 2025Q4: 2,338 shares; 2026Q1: 2,154 shares; 2026Q2: 1,335 shares 1,335 $253K 0.15% -819 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 1,347 shares; 2026Q1: 1,316 shares; 2026Q2: 881 shares 881 $248K 0.15% -435 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 3,732 shares; 2026Q1: 3,526 shares; 2026Q2: 2,194 shares 2,194 $247K 0.15% -1,332 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: 3,274 shares; 2024Q4: 5,330 shares; 2025Q1: 4,316 shares; 2025Q2: 3,957 shares; 2025Q3: 3,297 shares; 2025Q4: 2,859 shares; 2026Q1: 2,585 shares; 2026Q2: 2,356 shares 2,356 $245K 0.15% -229 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,556 shares 7,556 $239K 0.14% new 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: 3,353 shares; 2024Q4: 13,687 shares; 2025Q1: 12,926 shares; 2025Q2: 10,900 shares; 2025Q3: 10,284 shares; 2025Q4: 8,608 shares; 2026Q1: 8,097 shares; 2026Q2: 7,522 shares 7,522 $239K 0.14% -575 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,565 shares; 2026Q1: 7,429 shares; 2026Q2: 4,502 shares 4,502 $237K 0.14% -2,927 Timeline PSMJ 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: 9,271 shares; 2024Q4: 12,874 shares; 2025Q1: 10,821 shares; 2025Q2: 9,187 shares; 2025Q3: 9,159 shares; 2025Q4: 8,826 shares; 2026Q1: 8,719 shares; 2026Q2: 7,003 shares 7,003 $237K 0.14% -1,716 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,871 shares; 2025Q4: 3,653 shares; 2026Q1: 3,452 shares; 2026Q2: 2,155 shares 2,155 $233K 0.14% -1,297 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,760 shares; 2026Q1: 7,335 shares; 2026Q2: 4,650 shares 4,650 $232K 0.14% -2,685 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,358 shares; 2026Q1: 15,540 shares; 2026Q2: 9,683 shares 9,683 $229K 0.14% -5,857 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: 2,240 shares; 2024Q4: 2,428 shares; 2025Q1: 2,351 shares; 2025Q2: 1,988 shares; 2025Q3: 1,851 shares; 2025Q4: 717 shares; 2026Q1: 674 shares; 2026Q2: 662 shares 662 $227K 0.14% -12 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,540 shares; 2024Q4: 4,293 shares; 2025Q1: 4,309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,104 shares; 2026Q1: 6,756 shares; 2026Q2: 4,287 shares 4,287 $227K 0.14% -2,469 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 3,502 shares; 2025Q3: 3,440 shares; 2025Q4: 3,342 shares; 2026Q1: 3,195 shares; 2026Q2: 2,343 shares 2,343 $226K 0.14% -852 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,638 shares; 2025Q4: 4,577 shares; 2026Q1: 4,311 shares; 2026Q2: 2,710 shares 2,710 $224K 0.14% -1,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $223K 0.13% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,038 shares; 2025Q2: 6,643 shares; 2025Q3: 6,351 shares; 2025Q4: 6,243 shares; 2026Q1: 6,032 shares; 2026Q2: 4,959 shares 4,959 $215K 0.13% -1,073 Timeline CSMD 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: not reported; 2026Q1: not reported; 2026Q2: 5,815 shares 5,815 $212K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,317 shares 2,317 $208K 0.13% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $207K 0.13% new Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,430 shares; 2026Q2: 10,656 shares 10,656 $55.3K 0.03% +226 Timeline