OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,005 shares; 2024Q4: 6,210 shares; 2025Q1: 8,178 shares; 2025Q2: 7,881 shares; 2025Q3: 8,773 shares; 2025Q4: 8,731 shares; 2026Q1: 8,894 shares; 2026Q2: 9,888 shares 9,888 $480K 0.02% +994 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 1,040 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,581 shares 2,581 $480K 0.02% new 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: 1,579 shares; 2024Q4: 1,636 shares; 2025Q1: 1,546 shares; 2025Q2: 1,533 shares; 2025Q3: 1,514 shares; 2025Q4: 1,508 shares; 2026Q1: 1,735 shares; 2026Q2: 1,736 shares 1,736 $479K 0.02% +1 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: 1,892 shares; 2024Q4: 1,833 shares; 2025Q1: 1,160 shares; 2025Q2: 1,065 shares; 2025Q3: 1,126 shares; 2025Q4: 1,727 shares; 2026Q1: 2,105 shares; 2026Q2: 2,841 shares 2,841 $477K 0.02% +736 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,139 shares; 2025Q4: 1,204 shares; 2026Q1: 1,323 shares; 2026Q2: 2,227 shares 2,227 $474K 0.02% +904 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 5,935 shares; 2025Q1: 6,380 shares; 2025Q2: 6,638 shares; 2025Q3: 6,849 shares; 2025Q4: 7,089 shares; 2026Q1: 7,275 shares; 2026Q2: 7,530 shares 7,530 $472K 0.02% +255 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: 4,370 shares; 2025Q3: 4,621 shares; 2025Q4: 6,796 shares; 2026Q1: 5,317 shares; 2026Q2: 5,128 shares 5,128 $471K 0.02% -189 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: not reported; 2025Q4: 1,398 shares; 2026Q1: 1,424 shares; 2026Q2: 1,083 shares 1,083 $469K 0.02% -341 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,572 shares; 2025Q1: 9,457 shares; 2025Q2: 8,604 shares; 2025Q3: 7,084 shares; 2025Q4: 6,685 shares; 2026Q1: 6,478 shares; 2026Q2: 6,329 shares 6,329 $469K 0.02% -149 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: 7,559 shares; 2024Q4: 7,619 shares; 2025Q1: 7,718 shares; 2025Q2: 7,722 shares; 2025Q3: 7,551 shares; 2025Q4: 7,316 shares; 2026Q1: 7,025 shares; 2026Q2: 6,856 shares 6,856 $468K 0.02% -169 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,125 shares; 2024Q4: 10,755 shares; 2025Q1: 10,651 shares; 2025Q2: 10,775 shares; 2025Q3: 11,022 shares; 2025Q4: 11,224 shares; 2026Q1: 11,265 shares; 2026Q2: 10,555 shares 10,555 $467K 0.02% -710 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,707 shares; 2025Q1: 6,247 shares; 2025Q2: 7,212 shares; 2025Q3: 6,933 shares; 2025Q4: 5,116 shares; 2026Q1: 5,097 shares; 2026Q2: 6,947 shares 6,947 $461K 0.02% +1,850 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 14,800 shares; 2026Q2: 17,300 shares 17,300 $461K 0.02% +2,500 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,187 shares; 2024Q4: 5,014 shares; 2025Q1: 6,292 shares; 2025Q2: 5,140 shares; 2025Q3: 3,397 shares; 2025Q4: 2,833 shares; 2026Q1: 2,785 shares; 2026Q2: 3,996 shares 3,996 $460K 0.02% +1,211 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,956 shares; 2024Q4: 21,643 shares; 2025Q1: 27,374 shares; 2025Q2: 25,829 shares; 2025Q3: 26,968 shares; 2025Q4: 26,956 shares; 2026Q1: 28,373 shares; 2026Q2: 27,436 shares 27,436 $458K 0.02% -937 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,720 shares; 2024Q4: 261,582 shares; 2025Q1: 286,306 shares; 2025Q2: 300,916 shares; 2025Q3: 307,682 shares; 2025Q4: 339,767 shares; 2026Q1: 301,602 shares; 2026Q2: 91,565 shares 91,565 $457K 0.02% -210,037 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares; 2026Q2: 5,042 shares 5,042 $456K 0.02% +2,756 Timeline FXR 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: 5,030 shares; 2024Q4: 5,032 shares; 2025Q1: 5,034 shares; 2025Q2: 5,036 shares; 2025Q3: 4,791 shares; 2025Q4: 5,108 shares; 2026Q1: 5,109 shares; 2026Q2: 4,916 shares 4,916 $448K 0.02% -193 Timeline VTWV 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: 2,246 shares; 2024Q4: 2,588 shares; 2025Q1: 2,537 shares; 2025Q2: 2,518 shares; 2025Q3: 2,424 shares; 2025Q4: 2,404 shares; 2026Q1: 2,050 shares; 2026Q2: 2,285 shares 2,285 $447K 0.02% +235 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 546 shares; 2026Q2: 561 shares 561 $446K 0.02% +15 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: 10,968 shares; 2024Q4: 10,977 shares; 2025Q1: 9,461 shares; 2025Q2: 9,461 shares; 2025Q3: 9,544 shares; 2025Q4: 9,461 shares; 2026Q1: 9,461 shares; 2026Q2: 9,911 shares 9,911 $441K 0.02% +450 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 745 shares; 2026Q2: 1,549 shares 1,549 $438K 0.02% +804 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: 9,379 shares; 2024Q4: 9,277 shares; 2025Q1: 9,221 shares; 2025Q2: 9,880 shares; 2025Q3: 9,315 shares; 2025Q4: 8,421 shares; 2026Q1: 8,269 shares; 2026Q2: 6,963 shares 6,963 $438K 0.02% -1,306 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: 2,128 shares; 2025Q1: 2,131 shares; 2025Q2: 2,135 shares; 2025Q3: 2,154 shares; 2025Q4: 2,157 shares; 2026Q1: 2,115 shares; 2026Q2: 2,731 shares 2,731 $437K 0.02% +616 Timeline SPGM 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: 6,657 shares; 2024Q4: 6,073 shares; 2025Q1: 5,937 shares; 2025Q2: 5,382 shares; 2025Q3: 5,326 shares; 2025Q4: 5,055 shares; 2026Q1: 5,055 shares; 2026Q2: 5,056 shares 5,056 $433K 0.02% +1 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 4,710 shares 4,710 $432K 0.02% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,370 shares; 2025Q1: 5,026 shares; 2025Q2: 5,079 shares; 2025Q3: 5,205 shares; 2025Q4: 5,154 shares; 2026Q1: 5,182 shares; 2026Q2: 4,376 shares 4,376 $427K 0.02% -806 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: 10,550 shares; 2024Q4: 10,012 shares; 2025Q1: 8,712 shares; 2025Q2: 8,450 shares; 2025Q3: 8,373 shares; 2025Q4: 8,409 shares; 2026Q1: 5,614 shares; 2026Q2: 5,572 shares 5,572 $426K 0.02% -42 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares; 2026Q2: 9,317 shares 9,317 $426K 0.02% +4,692 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,806 shares; 2024Q4: 3,743 shares; 2025Q1: 3,552 shares; 2025Q2: 3,402 shares; 2025Q3: 2,930 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares; 2026Q2: 2,869 shares 2,869 $424K 0.02% -59 Timeline INCE 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: 11,679 shares; 2024Q4: 12,300 shares; 2025Q1: 5,716 shares; 2025Q2: 6,078 shares; 2025Q3: 6,324 shares; 2025Q4: 6,335 shares; 2026Q1: 6,346 shares; 2026Q2: 6,360 shares 6,360 $424K 0.02% +14 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,876 shares; 2025Q4: 4,927 shares; 2026Q1: 4,027 shares; 2026Q2: 3,927 shares 3,927 $422K 0.02% -100 Timeline DFAU 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: not reported; 2024Q4: 5,210 shares; 2025Q1: 5,878 shares; 2025Q2: 5,893 shares; 2025Q3: 5,722 shares; 2025Q4: 6,621 shares; 2026Q1: 7,916 shares; 2026Q2: 8,105 shares 8,105 $419K 0.02% +189 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 524 shares; 2025Q2: 441 shares; 2025Q3: 398 shares; 2025Q4: 501 shares; 2026Q1: 558 shares; 2026Q2: 743 shares 743 $417K 0.02% +185 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,674 shares; 2025Q4: 8,690 shares; 2026Q1: 8,764 shares; 2026Q2: 12,613 shares 12,613 $415K 0.02% +3,849 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,677 shares; 2024Q4: 8,638 shares; 2025Q1: 7,744 shares; 2025Q2: 7,251 shares; 2025Q3: 6,998 shares; 2025Q4: 7,131 shares; 2026Q1: 7,202 shares; 2026Q2: 7,129 shares 7,129 $412K 0.02% -73 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,125 shares; 2026Q1: 7,625 shares; 2026Q2: 7,625 shares 7,625 $406K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: 6,181 shares; 2026Q2: 6,181 shares 6,181 $406K 0.02% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,447 shares 4,447 $406K 0.02% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 4,689 shares; 2025Q1: 4,572 shares; 2025Q2: 5,717 shares; 2025Q3: 5,733 shares; 2025Q4: 5,751 shares; 2026Q1: 5,435 shares; 2026Q2: 5,346 shares 5,346 $405K 0.02% -89 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 775 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 793 shares; 2025Q4: 816 shares; 2026Q1: 847 shares; 2026Q2: 885 shares 885 $399K 0.02% +38 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $398K 0.02% new 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: 2,972 shares; 2024Q4: 2,970 shares; 2025Q1: 3,020 shares; 2025Q2: 3,023 shares; 2025Q3: 2,731 shares; 2025Q4: 2,716 shares; 2026Q1: 2,718 shares; 2026Q2: 2,721 shares 2,721 $398K 0.02% +3 Timeline VDC 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: 1,641 shares; 2024Q4: 1,749 shares; 2025Q1: 1,757 shares; 2025Q2: 1,766 shares; 2025Q3: 1,924 shares; 2025Q4: 1,810 shares; 2026Q1: 1,819 shares; 2026Q2: 1,743 shares 1,743 $393K 0.02% -76 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,619 shares; 2025Q2: 4,238 shares; 2025Q3: 4,640 shares; 2025Q4: 6,303 shares; 2026Q1: 6,210 shares; 2026Q2: 5,761 shares 5,761 $393K 0.02% -449 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,355 shares 5,355 $387K 0.02% new Timeline HYD 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: 7,018 shares; 2026Q2: 7,439 shares 7,439 $383K 0.02% +421 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 5,877 shares; 2025Q3: 4,651 shares; 2025Q4: 3,916 shares; 2026Q1: 3,888 shares; 2026Q2: 3,848 shares 3,848 $383K 0.02% -40 Timeline SHYM 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: 15,914 shares; 2026Q2: 16,864 shares 16,864 $379K 0.02% +950 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,298 shares; 2024Q4: 2,310 shares; 2025Q1: 2,385 shares; 2025Q2: 2,471 shares; 2025Q3: 2,673 shares; 2025Q4: 2,666 shares; 2026Q1: 3,468 shares; 2026Q2: 3,321 shares 3,321 $378K 0.02% -147 Timeline CRAK 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: 8,075 shares; 2026Q2: 8,075 shares 8,075 $372K 0.02% 0 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: 2,659 shares; 2024Q4: 3,239 shares; 2025Q1: 3,737 shares; 2025Q2: 3,685 shares; 2025Q3: 3,471 shares; 2025Q4: 3,350 shares; 2026Q1: 3,361 shares; 2026Q2: 2,360 shares 2,360 $370K 0.02% -1,001 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,894 shares; 2024Q4: 15,995 shares; 2025Q1: 15,926 shares; 2025Q2: 15,378 shares; 2025Q3: 13,129 shares; 2025Q4: 11,543 shares; 2026Q1: 14,149 shares; 2026Q2: 13,825 shares 13,825 $369K 0.02% -324 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,891 shares; 2024Q4: 4,906 shares; 2025Q1: 4,602 shares; 2025Q2: 4,102 shares; 2025Q3: 4,078 shares; 2025Q4: 3,936 shares; 2026Q1: 4,030 shares; 2026Q2: 3,863 shares 3,863 $367K 0.02% -167 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,580 shares; 2024Q4: 11,087 shares; 2025Q1: 11,095 shares; 2025Q2: 11,003 shares; 2025Q3: 5,053 shares; 2025Q4: 7,867 shares; 2026Q1: 7,904 shares; 2026Q2: 7,248 shares 7,248 $365K 0.02% -656 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,833 shares 1,833 $361K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 3,367 shares; 2025Q3: 3,766 shares; 2025Q4: 4,105 shares; 2026Q1: 5,090 shares; 2026Q2: 4,835 shares 4,835 $359K 0.02% -255 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,893 shares; 2025Q3: 16,137 shares; 2025Q4: 17,906 shares; 2026Q1: 27,953 shares; 2026Q2: 28,213 shares 28,213 $359K 0.02% +260 Timeline TOUS 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: 6,500 shares; 2025Q3: 7,470 shares; 2025Q4: 9,354 shares; 2026Q1: 9,354 shares; 2026Q2: 9,354 shares 9,354 $359K 0.02% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,554 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,454 shares; 2025Q4: 3,454 shares; 2026Q1: 3,454 shares; 2026Q2: 3,414 shares 3,414 $358K 0.02% -40 Timeline PALC 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: 6,791 shares; 2024Q4: 6,510 shares; 2025Q1: 6,446 shares; 2025Q2: 6,450 shares; 2025Q3: 6,255 shares; 2025Q4: 6,255 shares; 2026Q1: 6,272 shares; 2026Q2: 5,990 shares 5,990 $358K 0.02% -282 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,692 shares 4,692 $357K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: 3,873 shares; 2025Q3: 4,142 shares; 2025Q4: 4,053 shares; 2026Q1: 4,185 shares; 2026Q2: 4,687 shares 4,687 $354K 0.02% +502 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,271 shares; 2025Q3: 15,089 shares; 2025Q4: 17,165 shares; 2026Q1: 30,404 shares; 2026Q2: 33,238 shares 33,238 $352K 0.02% +2,834 Timeline WCMI 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: 17,650 shares; 2026Q1: 17,650 shares; 2026Q2: 17,955 shares 17,955 $351K 0.02% +305 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $350K 0.02% new Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,859 shares; 2024Q4: 5,859 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,659 shares; 2025Q4: 5,659 shares; 2026Q1: 5,732 shares; 2026Q2: 5,732 shares 5,732 $349K 0.02% 0 Timeline PSCC 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: 6,027 shares; 2025Q2: 7,173 shares; 2025Q3: 7,629 shares; 2025Q4: 10,688 shares; 2026Q1: 10,596 shares; 2026Q2: 9,896 shares 9,896 $349K 0.01% -700 Timeline IBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,643 shares 14,643 $348K 0.01% new Timeline GRPM 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: 18,911 shares; 2024Q4: 19,949 shares; 2025Q1: 8,230 shares; 2025Q2: 7,448 shares; 2025Q3: 4,956 shares; 2025Q4: 4,291 shares; 2026Q1: 3,210 shares; 2026Q2: 2,662 shares 2,662 $347K 0.01% -548 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,973 shares; 2024Q4: 24,431 shares; 2025Q1: 24,140 shares; 2025Q2: 21,034 shares; 2025Q3: 19,818 shares; 2025Q4: 18,042 shares; 2026Q1: 17,983 shares; 2026Q2: 17,510 shares 17,510 $344K 0.01% -473 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 202 shares 202 $343K 0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,365 shares 3,365 $342K 0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,341 shares; 2024Q4: 3,269 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,273 shares; 2026Q2: 3,273 shares 3,273 $339K 0.01% 0 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,819 shares; 2025Q3: 8,673 shares; 2025Q4: 8,673 shares; 2026Q1: 9,733 shares; 2026Q2: 11,413 shares 11,413 $339K 0.01% +1,680 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: 26,377 shares; 2026Q1: 26,984 shares; 2026Q2: 26,064 shares 26,064 $339K 0.01% -920 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,440 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares; 2025Q3: 7,440 shares; 2025Q4: 7,440 shares; 2026Q1: 8,893 shares; 2026Q2: 6,493 shares 6,493 $339K 0.01% -2,400 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares; 2026Q2: 1,214 shares 1,214 $338K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,942 shares; 2026Q2: 3,151 shares 3,151 $337K 0.01% +209 Timeline XOP 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: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,641 shares; 2025Q3: 1,861 shares; 2025Q4: 1,726 shares; 2026Q1: 2,170 shares; 2026Q2: 2,169 shares 2,169 $335K 0.01% -1 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: 935 shares; 2026Q1: 948 shares; 2026Q2: 863 shares 863 $334K 0.01% -85 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,951 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $334K 0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,449 shares; 2025Q4: 13,334 shares; 2026Q1: 20,134 shares; 2026Q2: 28,067 shares 28,067 $334K 0.01% +7,933 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: 5,671 shares; 2024Q4: 5,513 shares; 2025Q1: 4,486 shares; 2025Q2: 4,577 shares; 2025Q3: 4,653 shares; 2025Q4: 4,392 shares; 2026Q1: 4,257 shares; 2026Q2: 3,232 shares 3,232 $330K 0.01% -1,025 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: 4,118 shares; 2024Q4: 4,132 shares; 2025Q1: 3,992 shares; 2025Q2: 4,077 shares; 2025Q3: 3,964 shares; 2025Q4: 3,969 shares; 2026Q1: 3,975 shares; 2026Q2: 3,885 shares 3,885 $329K 0.01% -90 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 3,451 shares; 2025Q1: 3,540 shares; 2025Q2: 3,651 shares; 2025Q3: 3,744 shares; 2025Q4: 3,762 shares; 2026Q1: 3,778 shares; 2026Q2: 3,794 shares 3,794 $328K 0.01% +16 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,623 shares; 2025Q1: 1,627 shares; 2025Q2: 1,637 shares; 2025Q3: 1,657 shares; 2025Q4: 1,555 shares; 2026Q1: 1,559 shares; 2026Q2: 1,463 shares 1,463 $327K 0.01% -96 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,497 shares; 2026Q1: 15,497 shares; 2026Q2: 15,546 shares 15,546 $324K 0.01% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,302 shares; 2026Q1: 5,192 shares; 2026Q2: 5,236 shares 5,236 $323K 0.01% +44 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS 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: 2,687 shares; 2025Q4: 2,631 shares; 2026Q1: 2,556 shares; 2026Q2: 2,320 shares 2,320 $323K 0.01% -236 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,593 shares; 2026Q1: 13,306 shares; 2026Q2: 13,307 shares 13,307 $322K 0.01% +1 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: 525 shares; 2024Q4: 550 shares; 2025Q1: 621 shares; 2025Q2: 786 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 780 shares; 2026Q2: 810 shares 810 $322K 0.01% +30 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,244 shares; 2025Q3: 9,346 shares; 2025Q4: 10,693 shares; 2026Q1: 12,072 shares; 2026Q2: 15,842 shares 15,842 $322K 0.01% +3,770 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,295 shares; 2024Q4: 5,971 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,578 shares; 2025Q4: 4,149 shares; 2026Q1: 4,192 shares; 2026Q2: 4,194 shares 4,194 $320K 0.01% +2 Timeline FYC 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: 3,455 shares; 2024Q4: 3,457 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,211 shares; 2026Q1: 3,211 shares; 2026Q2: 2,512 shares 2,512 $320K 0.01% -699 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,838 shares; 2024Q4: 2,728 shares; 2025Q1: not reported; 2025Q2: 2,628 shares; 2025Q3: 2,728 shares; 2025Q4: 2,658 shares; 2026Q1: 2,658 shares; 2026Q2: 2,315 shares 2,315 $320K 0.01% -343 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: 5,692 shares; 2024Q4: 5,303 shares; 2025Q1: 5,316 shares; 2025Q2: 5,333 shares; 2025Q3: 5,348 shares; 2025Q4: 6,667 shares; 2026Q1: 6,682 shares; 2026Q2: 6,698 shares 6,698 $320K 0.01% +16 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,598 shares; 2024Q4: 10,463 shares; 2025Q1: 8,688 shares; 2025Q2: 8,988 shares; 2025Q3: 8,168 shares; 2025Q4: 7,618 shares; 2026Q1: 7,538 shares; 2026Q2: 7,208 shares 7,208 $319K 0.01% -330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,653 shares; 2026Q1: 5,695 shares; 2026Q2: 8,372 shares 8,372 $319K 0.01% +2,677 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,696 shares; 2024Q4: 15,730 shares; 2025Q1: 13,754 shares; 2025Q2: 12,250 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,655 shares; 2026Q2: 16,291 shares 16,291 $319K 0.01% +5,636 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,510 shares; 2025Q3: 14,269 shares; 2025Q4: 15,339 shares; 2026Q1: 30,682 shares; 2026Q2: 31,409 shares 31,409 $318K 0.01% +727 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 4,506 shares; 2025Q2: 4,506 shares; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares; 2026Q1: 4,506 shares; 2026Q2: 4,506 shares 4,506 $318K 0.01% 0 Timeline VIS 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: 782 shares; 2024Q4: 832 shares; 2025Q1: not reported; 2025Q2: 782 shares; 2025Q3: 705 shares; 2025Q4: 676 shares; 2026Q1: 829 shares; 2026Q2: 868 shares 868 $313K 0.01% +39 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 2,183 shares 2,183 $312K 0.01% new 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: 7,551 shares; 2024Q4: 7,329 shares; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,329 shares; 2025Q4: 7,329 shares; 2026Q1: 4,568 shares; 2026Q2: 4,568 shares 4,568 $311K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,038 shares; 2026Q1: 3,042 shares; 2026Q2: 2,920 shares 2,920 $310K 0.01% -122 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 8,334 shares; 2025Q1: 8,367 shares; 2025Q2: 8,414 shares; 2025Q3: 8,456 shares; 2025Q4: 8,502 shares; 2026Q1: 8,550 shares; 2026Q2: 8,599 shares 8,599 $307K 0.01% +49 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 2,440 shares; 2026Q2: 3,559 shares 3,559 $307K 0.01% +1,119 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,840 shares; 2024Q4: 14,934 shares; 2025Q1: 16,659 shares; 2025Q2: 16,294 shares; 2025Q3: 16,450 shares; 2025Q4: 15,984 shares; 2026Q1: 15,421 shares; 2026Q2: 14,635 shares 14,635 $305K 0.01% -786 Timeline LGLV 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: 1,376 shares; 2024Q4: 1,476 shares; 2025Q1: 1,548 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $304K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 475 shares 475 $304K 0.01% new Timeline SIL 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: not reported; 2026Q1: 3,645 shares; 2026Q2: 3,880 shares 3,880 $301K 0.01% +235 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,563 shares; 2024Q4: 46,184 shares; 2025Q1: 46,732 shares; 2025Q2: 46,666 shares; 2025Q3: 46,123 shares; 2025Q4: 47,093 shares; 2026Q1: 43,318 shares; 2026Q2: 17,443 shares 17,443 $299K 0.01% -25,875 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,389 shares; 2025Q1: 2,946 shares; 2025Q2: 2,883 shares; 2025Q3: 3,211 shares; 2025Q4: 3,010 shares; 2026Q1: 3,087 shares; 2026Q2: 3,093 shares 3,093 $297K 0.01% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: 3,146 shares; 2026Q1: 3,966 shares; 2026Q2: 1,726 shares 1,726 $294K 0.01% -2,240 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,518 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $293K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,581 shares; 2024Q4: 3,782 shares; 2025Q1: 2,875 shares; 2025Q2: 2,855 shares; 2025Q3: 3,637 shares; 2025Q4: 3,775 shares; 2026Q1: 3,657 shares; 2026Q2: 3,384 shares 3,384 $292K 0.01% -273 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: 1,923 shares; 2024Q4: 1,928 shares; 2025Q1: 2,008 shares; 2025Q2: 1,920 shares; 2025Q3: 1,812 shares; 2025Q4: 1,937 shares; 2026Q1: 2,086 shares; 2026Q2: 1,776 shares 1,776 $292K 0.01% -310 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,652 shares; 2026Q2: 1,674 shares 1,674 $291K 0.01% +22 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,155 shares; 2024Q4: 3,533 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,779 shares; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $290K 0.01% 0 Timeline GLRY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,643 shares 6,643 $290K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,964 shares 2,964 $288K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,509 shares 9,509 $287K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,895 shares; 2025Q4: 1,898 shares; 2026Q1: 1,960 shares; 2026Q2: 1,961 shares 1,961 $287K 0.01% +1 Timeline INCM 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: 7,615 shares; 2025Q3: 7,615 shares; 2025Q4: 9,865 shares; 2026Q1: 9,865 shares; 2026Q2: 9,865 shares 9,865 $285K 0.01% 0 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: not reported; 2026Q2: 5,521 shares 5,521 $280K 0.01% new Timeline VT 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: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,776 shares; 2025Q4: 1,781 shares; 2026Q1: 1,782 shares; 2026Q2: 1,773 shares 1,773 $278K 0.01% -9 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,002 shares; 2024Q4: 5,752 shares; 2025Q1: 5,852 shares; 2025Q2: 5,856 shares; 2025Q3: 5,076 shares; 2025Q4: not reported; 2026Q1: 3,886 shares; 2026Q2: 3,782 shares 3,782 $277K 0.01% -104 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,421 shares; 2024Q4: 58,066 shares; 2025Q1: 51,980 shares; 2025Q2: 49,853 shares; 2025Q3: 41,090 shares; 2025Q4: 33,319 shares; 2026Q1: 30,311 shares; 2026Q2: 25,714 shares 25,714 $277K 0.01% -4,597 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,675 shares; 2024Q4: 8,416 shares; 2025Q1: 8,418 shares; 2025Q2: 8,405 shares; 2025Q3: 7,682 shares; 2025Q4: 6,437 shares; 2026Q1: 6,145 shares; 2026Q2: 5,417 shares 5,417 $276K 0.01% -728 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 2,908 shares; 2026Q2: 3,153 shares 3,153 $274K 0.01% +245 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,319 shares; 2024Q4: 9,282 shares; 2025Q1: 9,098 shares; 2025Q2: not reported; 2025Q3: 8,177 shares; 2025Q4: 7,964 shares; 2026Q1: 7,973 shares; 2026Q2: 8,071 shares 8,071 $274K 0.01% +98 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $273K 0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 2,003 shares; 2026Q2: 1,928 shares 1,928 $272K 0.01% -75 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares; 2026Q1: 731 shares; 2026Q2: 933 shares 933 $271K 0.01% +202 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: not reported; 2024Q4: 9,693 shares; 2025Q1: 11,505 shares; 2025Q2: 12,975 shares; 2025Q3: 13,227 shares; 2025Q4: 2,173 shares; 2026Q1: 2,022 shares; 2026Q2: 1,965 shares 1,965 $270K 0.01% -57 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: 4,157 shares; 2024Q4: 3,864 shares; 2025Q1: 3,382 shares; 2025Q2: 3,373 shares; 2025Q3: 3,287 shares; 2025Q4: 3,201 shares; 2026Q1: 2,131 shares; 2026Q2: 2,170 shares 2,170 $270K 0.01% +39 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,622 shares 1,622 $269K 0.01% new 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: 8,138 shares; 2024Q4: 9,243 shares; 2025Q1: 10,266 shares; 2025Q2: 11,329 shares; 2025Q3: 12,546 shares; 2025Q4: 17,508 shares; 2026Q1: 24,163 shares; 2026Q2: 9,836 shares 9,836 $269K 0.01% -14,327 Timeline MDYV 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: 3,568 shares; 2024Q4: 3,122 shares; 2025Q1: 2,995 shares; 2025Q2: 3,174 shares; 2025Q3: 2,987 shares; 2025Q4: 2,839 shares; 2026Q1: 2,824 shares; 2026Q2: 2,816 shares 2,816 $267K 0.01% -8 Timeline JSMD 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: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $267K 0.01% new Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 9,467 shares; 2026Q2: 7,424 shares 7,424 $266K 0.01% -2,043 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 3,793 shares 3,793 $266K 0.01% new 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: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,316 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: not reported; 2026Q2: 772 shares 772 $265K 0.01% new Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,370 shares; 2025Q4: 36,440 shares; 2026Q1: 34,540 shares; 2026Q2: 20,600 shares 20,600 $265K 0.01% -13,940 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,707 shares; 2024Q4: 23,433 shares; 2025Q1: 21,868 shares; 2025Q2: 21,508 shares; 2025Q3: 20,707 shares; 2025Q4: 16,388 shares; 2026Q1: 14,863 shares; 2026Q2: 14,171 shares 14,171 $265K 0.01% -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: 3,440 shares; 2024Q4: 3,451 shares; 2025Q1: 1,746 shares; 2025Q2: 1,267 shares; 2025Q3: 1,126 shares; 2025Q4: 1,096 shares; 2026Q1: 1,097 shares; 2026Q2: 979 shares 979 $265K 0.01% -118 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: not reported; 2025Q4: 567 shares; 2026Q1: 583 shares; 2026Q2: 527 shares 527 $261K 0.01% -56 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: 3,422 shares; 2024Q4: 3,479 shares; 2025Q1: 3,625 shares; 2025Q2: 3,554 shares; 2025Q3: 3,555 shares; 2025Q4: 3,315 shares; 2026Q1: 3,256 shares; 2026Q2: 3,258 shares 3,258 $258K 0.01% +2 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,135 shares; 2025Q4: 1,095 shares; 2026Q1: 1,081 shares; 2026Q2: 1,047 shares 1,047 $257K 0.01% -34 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 7,289 shares; 2025Q1: 7,307 shares; 2025Q2: 7,977 shares; 2025Q3: 6,960 shares; 2025Q4: 6,883 shares; 2026Q1: 6,901 shares; 2026Q2: 6,331 shares 6,331 $256K 0.01% -570 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 885 shares 885 $256K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 3,268 shares; 2025Q2: 3,264 shares; 2025Q3: 2,659 shares; 2025Q4: 2,577 shares; 2026Q1: 2,180 shares; 2026Q2: 2,174 shares 2,174 $255K 0.01% -6 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: not reported; 2024Q4: 5,105 shares; 2025Q1: 5,055 shares; 2025Q2: 5,605 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares; 2026Q1: 5,525 shares; 2026Q2: 5,325 shares 5,325 $253K 0.01% -200 Timeline CORP 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: 119,865 shares; 2024Q4: 6,248 shares; 2025Q1: 6,046 shares; 2025Q2: 2,777 shares; 2025Q3: 2,582 shares; 2025Q4: 2,597 shares; 2026Q1: 2,590 shares; 2026Q2: 2,606 shares 2,606 $253K 0.01% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,395 shares; 2026Q1: 6,720 shares; 2026Q2: 6,723 shares 6,723 $252K 0.01% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 923 shares; 2024Q4: 905 shares; 2025Q1: 754 shares; 2025Q2: 771 shares; 2025Q3: 760 shares; 2025Q4: 631 shares; 2026Q1: 666 shares; 2026Q2: 618 shares 618 $252K 0.01% -48 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY 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: 5,475 shares; 2025Q4: 5,475 shares; 2026Q1: 5,595 shares; 2026Q2: 5,705 shares 5,705 $251K 0.01% +110 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,403 shares 2,403 $250K 0.01% 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: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,042 shares; 2025Q2: 994 shares; 2025Q3: 1,025 shares; 2025Q4: 2,137 shares; 2026Q1: 2,130 shares; 2026Q2: 2,132 shares 2,132 $250K 0.01% +2 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: 1,604 shares; 2024Q4: 1,639 shares; 2025Q1: 1,636 shares; 2025Q2: 1,572 shares; 2025Q3: 1,563 shares; 2025Q4: 1,700 shares; 2026Q1: 1,678 shares; 2026Q2: 1,525 shares 1,525 $249K 0.01% -153 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,155 shares; 2026Q1: 3,157 shares; 2026Q2: 3,075 shares 3,075 $247K 0.01% -82 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: 3,337 shares; 2024Q4: 3,982 shares; 2025Q1: 4,056 shares; 2025Q2: 2,301 shares; 2025Q3: 2,279 shares; 2025Q4: 4,507 shares; 2026Q1: 4,328 shares; 2026Q2: 2,235 shares 2,235 $245K 0.01% -2,093 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: 1,192 shares; 2024Q4: 1,080 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 972 shares; 2025Q4: 913 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $244K 0.01% 0 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES 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: 25,024 shares; 2026Q1: 25,024 shares; 2026Q2: 25,024 shares 25,024 $243K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,356 shares 8,356 $242K 0.01% new Timeline DAPP 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: 11,496 shares; 2026Q2: 12,445 shares 12,445 $241K 0.01% +949 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 5,462 shares; 2025Q1: 6,277 shares; 2025Q2: 8,672 shares; 2025Q3: 8,310 shares; 2025Q4: 7,585 shares; 2026Q1: 7,250 shares; 2026Q2: 7,425 shares 7,425 $241K 0.01% +175 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 6,320 shares 6,320 $241K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,462 shares; 2025Q4: 9,462 shares; 2026Q1: 9,462 shares; 2026Q2: 9,462 shares 9,462 $241K 0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,805 shares; 2025Q2: 9,905 shares; 2025Q3: 9,155 shares; 2025Q4: 9,155 shares; 2026Q1: not reported; 2026Q2: 11,280 shares 11,280 $238K 0.01% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,945 shares 4,945 $238K 0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,415 shares 2,415 $237K 0.01% 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: 1,937 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares; 2026Q2: 1,804 shares 1,804 $237K 0.01% -164 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: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares; 2026Q2: 997 shares 997 $237K 0.01% -12 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: 4,662 shares; 2024Q4: 4,612 shares; 2025Q1: 4,620 shares; 2025Q2: 5,068 shares; 2025Q3: 5,110 shares; 2025Q4: 4,965 shares; 2026Q1: 4,720 shares; 2026Q2: 4,898 shares 4,898 $237K 0.01% +178 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: 295 shares; 2025Q1: 241 shares; 2025Q2: 230 shares; 2025Q3: 220 shares; 2025Q4: 230 shares; 2026Q1: 255 shares; 2026Q2: 243 shares 243 $234K 0.01% -12 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: not reported; 2025Q1: 3,577 shares; 2025Q2: 3,483 shares; 2025Q3: 3,383 shares; 2025Q4: 3,172 shares; 2026Q1: not reported; 2026Q2: 2,832 shares 2,832 $233K 0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: 1,959 shares 1,959 $232K 0.01% -39 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,487 shares 10,487 $232K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,182 shares; 2024Q4: 3,686 shares; 2025Q1: 3,696 shares; 2025Q2: 3,446 shares; 2025Q3: 3,209 shares; 2025Q4: 3,182 shares; 2026Q1: not reported; 2026Q2: 3,019 shares 3,019 $229K 0.01% new Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,566 shares 4,566 $228K 0.01% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,696 shares; 2024Q4: 6,370 shares; 2025Q1: 6,370 shares; 2025Q2: 6,225 shares; 2025Q3: 5,246 shares; 2025Q4: 4,646 shares; 2026Q1: 3,318 shares; 2026Q2: 3,406 shares 3,406 $228K 0.01% +88 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,093 shares; 2024Q4: 9,131 shares; 2025Q1: 9,396 shares; 2025Q2: 9,390 shares; 2025Q3: 9,426 shares; 2025Q4: 9,445 shares; 2026Q1: not reported; 2026Q2: 9,170 shares 9,170 $228K 0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,552 shares; 2026Q2: 6,555 shares 6,555 $228K 0.01% +3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 435 shares; 2026Q2: 435 shares 435 $228K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,774 shares; 2025Q1: 2,784 shares; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares; 2026Q1: 2,888 shares; 2026Q2: 1,918 shares 1,918 $227K 0.01% -970 Timeline FXG 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: 3,662 shares; 2025Q2: 3,665 shares; 2025Q3: 3,607 shares; 2025Q4: 3,609 shares; 2026Q1: 3,611 shares; 2026Q2: 3,613 shares 3,613 $226K 0.01% +2 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,873 shares; 2024Q4: 21,441 shares; 2025Q1: 23,470 shares; 2025Q2: 20,440 shares; 2025Q3: 21,176 shares; 2025Q4: 21,050 shares; 2026Q1: 18,632 shares; 2026Q2: 14,289 shares 14,289 $225K 0.01% -4,343 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,397 shares 2,397 $225K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 5,589 shares; 2025Q1: 6,864 shares; 2025Q2: 5,644 shares; 2025Q3: 3,945 shares; 2025Q4: 4,445 shares; 2026Q1: not reported; 2026Q2: 4,675 shares 4,675 $224K 0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,150 shares; 2025Q4: 15,187 shares; 2026Q1: 9,510 shares; 2026Q2: 9,510 shares 9,510 $224K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,247 shares; 2025Q1: 15,954 shares; 2025Q2: 18,254 shares; 2025Q3: 16,849 shares; 2025Q4: 16,849 shares; 2026Q1: 15,820 shares; 2026Q2: 14,820 shares 14,820 $223K 0.01% -1,000 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,238 shares; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 1,241 shares 1,241 $223K 0.01% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 4,308 shares; 2025Q1: 4,328 shares; 2025Q2: 4,341 shares; 2025Q3: 4,424 shares; 2025Q4: 5,023 shares; 2026Q1: 3,683 shares; 2026Q2: 4,002 shares 4,002 $222K 0.01% +319 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,200 shares; 2025Q3: 10,700 shares; 2025Q4: 11,200 shares; 2026Q1: 9,600 shares; 2026Q2: 8,350 shares 8,350 $220K 0.01% -1,250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 818 shares 818 $220K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,536 shares; 2024Q4: 4,082 shares; 2025Q1: 4,840 shares; 2025Q2: 6,214 shares; 2025Q3: 5,034 shares; 2025Q4: 5,467 shares; 2026Q1: 5,329 shares; 2026Q2: 3,535 shares 3,535 $219K 0.01% -1,794 Timeline SPFF 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: 13,212 shares; 2024Q4: 13,351 shares; 2025Q1: 14,253 shares; 2025Q2: 15,985 shares; 2025Q3: 16,497 shares; 2025Q4: 18,089 shares; 2026Q1: 21,982 shares; 2026Q2: 23,201 shares 23,201 $218K 0.01% +1,219 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 550 shares 550 $217K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 1,136 shares; 2025Q4: 1,138 shares; 2026Q1: 1,429 shares; 2026Q2: 1,484 shares 1,484 $217K 0.01% +55 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $214K 0.01% new Timeline IVOG 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,466 shares 1,466 $214K 0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,563 shares; 2025Q1: 3,807 shares; 2025Q2: 3,625 shares; 2025Q3: 3,654 shares; 2025Q4: 3,674 shares; 2026Q1: not reported; 2026Q2: 4,133 shares 4,133 $214K 0.01% new Timeline XLB 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: 2,630 shares; 2024Q4: 2,534 shares; 2025Q1: 2,535 shares; 2025Q2: 2,522 shares; 2025Q3: 2,386 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,196 shares 4,196 $213K 0.01% new Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $213K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,805 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 1,290 shares; 2026Q2: 1,274 shares 1,274 $212K 0.01% -16 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,983 shares 8,983 $211K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,844 shares; 2024Q4: 11,063 shares; 2025Q1: 11,196 shares; 2025Q2: 10,437 shares; 2025Q3: 8,706 shares; 2025Q4: 5,665 shares; 2026Q1: 5,873 shares; 2026Q2: 4,878 shares 4,878 $211K 0.01% -995 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,684 shares 2,684 $209K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 845 shares 845 $208K 0.01% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,920 shares; 2024Q4: 10,920 shares; 2025Q1: 10,920 shares; 2025Q2: 10,920 shares; 2025Q3: 10,920 shares; 2025Q4: 10,920 shares; 2026Q1: 10,920 shares; 2026Q2: 10,920 shares 10,920 $207K 0.01% 0 Timeline PSCT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241 $207K 0.01% new Timeline CLOI 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: 3,891 shares 3,891 $206K 0.01% new Timeline XITK 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: 2,059 shares; 2024Q4: 1,734 shares; 2025Q1: 1,377 shares; 2025Q2: 1,334 shares; 2025Q3: 1,264 shares; 2025Q4: 1,218 shares; 2026Q1: not reported; 2026Q2: 1,037 shares 1,037 $203K 0.01% new Timeline INMU 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: 8,355 shares; 2026Q1: not reported; 2026Q2: 8,355 shares 8,355 $203K 0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,869 shares 10,869 $202K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,832 shares 1,832 $202K 0.01% new 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: 1,303 shares; 2024Q4: 1,327 shares; 2025Q1: 1,314 shares; 2025Q2: 1,362 shares; 2025Q3: 1,332 shares; 2025Q4: 1,183 shares; 2026Q1: 1,406 shares; 2026Q2: 982 shares 982 $201K 0.01% -424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,398 shares; 2026Q2: 3,578 shares 3,578 $201K 0.01% +180 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: 878 shares; 2024Q4: 851 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 822 shares; 2025Q4: 946 shares; 2026Q1: not reported; 2026Q2: 917 shares 917 $200K 0.01% new Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,665 shares; 2024Q4: 13,500 shares; 2025Q1: 13,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,400 shares; 2026Q2: 10,000 shares 10,000 $176K 0.01% -400 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,311 shares 12,311 $164K 0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 13,244 shares; 2026Q2: 11,773 shares 11,773 $158K 0.01% -1,471 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,345 shares; 2024Q4: 11,101 shares; 2025Q1: 11,140 shares; 2025Q2: 12,148 shares; 2025Q3: 11,837 shares; 2025Q4: 10,318 shares; 2026Q1: 10,360 shares; 2026Q2: 10,400 shares 10,400 $155K 0.01% +40 Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP CORP NEW 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: 43,409 shares; 2026Q1: 43,422 shares; 2026Q2: 53,522 shares 53,522 $149K 0.01% +10,100 Timeline CRNC CERENCE INC More: the full row for CERENCE 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: 10,008 shares; 2026Q2: 11,793 shares 11,793 $133K 0.01% +1,785 Timeline FTMU 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: 15,095 shares; 2026Q1: 15,095 shares; 2026Q2: 15,095 shares 15,095 $120K 0.01% 0 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares; 2026Q1: 16,250 shares; 2026Q2: 16,250 shares 16,250 $114K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,680 shares; 2024Q4: 13,940 shares; 2025Q1: 13,009 shares; 2025Q2: 12,881 shares; 2025Q3: 12,468 shares; 2025Q4: 12,173 shares; 2026Q1: 11,914 shares; 2026Q2: 11,904 shares 11,904 $111K <0.01% -10 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $95.4K <0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,984 shares; 2026Q2: 12,983 shares 12,983 $93.6K <0.01% +1,999 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,064 shares; 2025Q1: 11,064 shares; 2025Q2: 11,064 shares; 2025Q3: 11,064 shares; 2025Q4: 11,064 shares; 2026Q1: 11,064 shares; 2026Q2: 11,064 shares 11,064 $68.7K <0.01% 0 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO 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: 11,192 shares; 2026Q1: 11,342 shares; 2026Q2: 11,342 shares 11,342 $64.4K <0.01% 0 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,578 shares; 2025Q2: 11,178 shares; 2025Q3: 32,002 shares; 2025Q4: 12,178 shares; 2026Q1: 12,178 shares; 2026Q2: 12,178 shares 12,178 $61.9K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 13,085 shares; 2025Q4: 13,585 shares; 2026Q1: 13,585 shares; 2026Q2: 13,585 shares 13,585 $49.9K <0.01% 0 Timeline ZNTL ZENTALIS PHARMACEUTICALS INC More: the full row for ZENTALIS PHARMACEUTICALS 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: 10,186 shares; 2026Q2: 10,186 shares 10,186 $49.4K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $46.6K <0.01% 0 Timeline OLPX OLAPLEX HLDGS INC More: the full row for OLAPLEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,950 shares; 2025Q1: 20,950 shares; 2025Q2: 20,950 shares; 2025Q3: 20,950 shares; 2025Q4: 20,950 shares; 2026Q1: 20,950 shares; 2026Q2: 20,950 shares 20,950 $42.9K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares; 2026Q2: 12,900 shares 12,900 $40.5K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY 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: 12,034 shares; 2026Q1: 18,034 shares; 2026Q2: 18,034 shares 18,034 $39K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE 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: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $31.4K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 10,530 shares; 2025Q4: 10,305 shares; 2026Q1: 13,055 shares; 2026Q2: 10,285 shares 10,285 $27.9K <0.01% -2,770 Timeline WKSP WORKSPORT LTD More: the full row for WORKSPORT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,025 shares; 2026Q2: 10,625 shares 10,625 $11.6K <0.01% -4,400 Timeline