HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435,761 shares; 2025Q1: 437,598 shares; 2025Q2: 427,420 shares; 2025Q3: 438,502 shares; 2025Q4: 454,722 shares; 2026Q1: 616,666 shares; 2026Q2: 618,984 shares; 2026Q3: 678,254 shares 678,254 $31.5M 5.59% +59,270 Timeline DSTX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 405,622 shares; 2025Q1: 412,046 shares; 2025Q2: 423,305 shares; 2025Q3: 431,808 shares; 2025Q4: 438,986 shares; 2026Q1: 609,624 shares; 2026Q2: 641,780 shares; 2026Q3: 846,765 shares 846,765 $28.6M 5.08% +204,985 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 336,115 shares; 2025Q1: 346,496 shares; 2025Q2: 360,414 shares; 2025Q3: 379,280 shares; 2025Q4: 366,485 shares; 2026Q1: 359,166 shares; 2026Q2: 374,640 shares; 2026Q3: 427,226 shares 427,226 $27.3M 4.85% +52,586 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 333,940 shares; 2025Q1: 341,751 shares; 2025Q2: 349,978 shares; 2025Q3: 365,294 shares; 2025Q4: 338,770 shares; 2026Q1: 305,910 shares; 2026Q2: 322,777 shares; 2026Q3: 346,312 shares 346,312 $27.1M 4.81% +23,535 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 233,980 shares; 2025Q1: 276,583 shares; 2025Q2: 387,258 shares; 2025Q3: 396,210 shares; 2025Q4: 476,716 shares; 2026Q1: 433,507 shares; 2026Q2: 468,829 shares; 2026Q3: 574,336 shares 574,336 $23.3M 4.14% +105,507 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,640 shares; 2025Q1: 283,057 shares; 2025Q2: 336,112 shares; 2025Q3: 339,285 shares; 2025Q4: 287,447 shares; 2026Q1: 253,779 shares; 2026Q2: 248,565 shares; 2026Q3: 236,292 shares 236,292 $22.8M 4.05% -12,273 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 86,079 shares; 2025Q2: 100,858 shares; 2025Q3: 110,812 shares; 2025Q4: 100,169 shares; 2026Q1: 71,365 shares; 2026Q2: 76,747 shares; 2026Q3: 101,549 shares 101,549 $16.4M 2.9% +24,802 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204,569 shares; 2025Q1: 409,061 shares; 2025Q2: 442,734 shares; 2025Q3: 500,765 shares; 2025Q4: 506,124 shares; 2026Q1: 449,785 shares; 2026Q2: 461,501 shares; 2026Q3: 527,483 shares 527,483 $14.5M 2.57% +65,982 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,646 shares; 2025Q1: 100,951 shares; 2025Q2: 96,993 shares; 2025Q3: 96,820 shares; 2025Q4: 90,261 shares; 2026Q1: 270,808 shares; 2026Q2: 276,101 shares; 2026Q3: 285,220 shares 285,220 $14.4M 2.56% +9,119 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,883 shares; 2026Q1: 265,647 shares; 2026Q2: 271,387 shares; 2026Q3: 279,563 shares 279,563 $13.6M 2.42% +8,176 Timeline TDIV 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; 2024Q4: 104,440 shares; 2025Q1: 111,147 shares; 2025Q2: 122,842 shares; 2025Q3: 126,399 shares; 2025Q4: 139,472 shares; 2026Q1: 104,426 shares; 2026Q2: 99,902 shares; 2026Q3: 110,685 shares 110,685 $12.5M 2.22% +10,783 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,139 shares; 2026Q1: 46,975 shares; 2026Q2: 58,095 shares; 2026Q3: 69,834 shares 69,834 $12.4M 2.2% +11,739 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 102,300 shares; 2025Q2: 121,633 shares; 2025Q3: 155,354 shares; 2025Q4: 194,851 shares; 2026Q1: 256,201 shares; 2026Q2: 249,044 shares; 2026Q3: 270,391 shares 270,391 $12.3M 2.18% +21,347 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,660 shares; 2025Q1: 111,477 shares; 2025Q2: 123,933 shares; 2025Q3: 125,591 shares; 2025Q4: 158,791 shares; 2026Q1: 135,505 shares; 2026Q2: 140,850 shares; 2026Q3: 169,314 shares 169,314 $12.2M 2.16% +28,464 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,033 shares; 2025Q1: 82,399 shares; 2025Q2: 99,714 shares; 2025Q3: 102,163 shares; 2025Q4: 107,724 shares; 2026Q1: 97,205 shares; 2026Q2: 99,934 shares; 2026Q3: 115,241 shares 115,241 $11.9M 2.11% +15,307 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,753 shares; 2025Q1: 41,580 shares; 2025Q2: 41,428 shares; 2025Q3: 41,202 shares; 2025Q4: 41,131 shares; 2026Q1: 41,008 shares; 2026Q2: 40,226 shares; 2026Q3: 40,090 shares 40,090 $11.8M 2.1% -136 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,190 shares; 2025Q1: 93,318 shares; 2025Q2: 97,494 shares; 2025Q3: 100,926 shares; 2025Q4: 105,831 shares; 2026Q1: 187,763 shares; 2026Q2: 191,179 shares; 2026Q3: 160,209 shares 160,209 $11M 1.96% -30,970 Timeline FFEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 257,886 shares 257,886 $10.8M 1.92% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,977 shares; 2025Q1: 40,273 shares; 2025Q2: 33,578 shares; 2025Q3: 33,925 shares; 2025Q4: 34,392 shares; 2026Q1: 34,272 shares; 2026Q2: 33,452 shares; 2026Q3: 33,360 shares 33,360 $10M 1.78% -92 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,423 shares; 2025Q1: 19,609 shares; 2025Q2: 19,022 shares; 2025Q3: 19,186 shares; 2025Q4: 18,973 shares; 2026Q1: 22,103 shares; 2026Q2: 25,444 shares; 2026Q3: 27,129 shares 27,129 $9.03M 1.6% +1,685 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; 2024Q4: 21,266 shares; 2025Q1: 19,140 shares; 2025Q2: 12,305 shares; 2025Q3: 12,181 shares; 2025Q4: 12,181 shares; 2026Q1: 12,127 shares; 2026Q2: 12,477 shares; 2026Q3: 12,641 shares 12,641 $8.86M 1.57% +164 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247,746 shares; 2025Q1: 132,736 shares; 2025Q2: 123,989 shares; 2025Q3: 118,195 shares; 2025Q4: 117,981 shares; 2026Q1: 115,394 shares; 2026Q2: 114,563 shares; 2026Q3: 113,101 shares 113,101 $8.53M 1.51% -1,462 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170,405 shares; 2025Q1: 170,006 shares; 2025Q2: 163,534 shares; 2025Q3: 160,540 shares; 2025Q4: 160,505 shares; 2026Q1: 158,900 shares; 2026Q2: 157,145 shares; 2026Q3: 157,145 shares 157,145 $7.37M 1.31% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,378 shares; 2025Q1: 74,973 shares; 2025Q2: 68,982 shares; 2025Q3: 88,450 shares; 2025Q4: 90,860 shares; 2026Q1: 105,091 shares; 2026Q2: 124,280 shares; 2026Q3: 131,629 shares 131,629 $6.5M 1.15% +7,349 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,136 shares; 2025Q1: 106,209 shares; 2025Q2: 103,195 shares; 2025Q3: 98,555 shares; 2025Q4: 96,004 shares; 2026Q1: 95,116 shares; 2026Q2: 91,913 shares; 2026Q3: 90,334 shares 90,334 $5.74M 1.02% -1,579 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,464 shares; 2025Q1: 56,980 shares; 2025Q2: 55,756 shares; 2025Q3: 57,678 shares; 2025Q4: 115,409 shares; 2026Q1: 115,450 shares; 2026Q2: 90,826 shares; 2026Q3: 92,587 shares 92,587 $5.69M 1.01% +1,761 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,638 shares; 2025Q1: 36,233 shares; 2025Q2: 31,541 shares; 2025Q3: 45,370 shares; 2025Q4: 48,046 shares; 2026Q1: 63,316 shares; 2026Q2: 105,539 shares; 2026Q3: 115,419 shares 115,419 $5.49M 0.97% +9,880 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152,618 shares; 2025Q1: 61,170 shares; 2025Q2: 54,513 shares; 2025Q3: 53,345 shares; 2025Q4: 52,275 shares; 2026Q1: 48,458 shares; 2026Q2: 42,603 shares; 2026Q3: 41,414 shares 41,414 $5.34M 0.95% -1,189 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,512 shares; 2026Q1: 30,401 shares; 2026Q2: 26,521 shares; 2026Q3: 23,206 shares 23,206 $4.83M 0.86% -3,315 Timeline QQEW 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; 2024Q4: 43,537 shares; 2025Q1: 38,790 shares; 2025Q2: 34,829 shares; 2025Q3: 34,310 shares; 2025Q4: 32,933 shares; 2026Q1: 31,220 shares; 2026Q2: 29,243 shares; 2026Q3: 29,243 shares 29,243 $4.76M 0.84% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,654 shares; 2025Q1: 11,258 shares; 2025Q2: 10,667 shares; 2025Q3: 11,384 shares; 2025Q4: 11,565 shares; 2026Q1: 12,187 shares; 2026Q2: 12,988 shares; 2026Q3: 19,814 shares 19,814 $4.53M 0.8% +6,826 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,613 shares; 2025Q1: 2,616 shares; 2025Q2: 6,910 shares; 2025Q3: 6,964 shares; 2025Q4: 6,910 shares; 2026Q1: 7,135 shares; 2026Q2: 5,653 shares; 2026Q3: 5,867 shares 5,867 $4.47M 0.79% +214 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,978 shares; 2026Q2: 76,536 shares; 2026Q3: 88,254 shares 88,254 $4.43M 0.79% +11,718 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,800 shares; 2025Q1: 114,468 shares; 2025Q2: 121,555 shares; 2025Q3: 120,066 shares; 2025Q4: 121,009 shares; 2026Q1: 109,850 shares; 2026Q2: 90,578 shares; 2026Q3: 81,590 shares 81,590 $4.04M 0.72% -8,988 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,541 shares; 2026Q3: 26,669 shares 26,669 $4.02M 0.71% +23,128 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,011 shares; 2025Q1: 10,966 shares; 2025Q2: 10,053 shares; 2025Q3: 10,015 shares; 2025Q4: 9,969 shares; 2026Q1: 10,409 shares; 2026Q2: 10,347 shares; 2026Q3: 10,451 shares 10,451 $3.67M 0.65% +104 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153,556 shares; 2025Q1: 168,777 shares; 2025Q2: 175,327 shares; 2025Q3: 184,439 shares; 2025Q4: 190,433 shares; 2026Q1: 282,009 shares; 2026Q2: 293,242 shares; 2026Q3: 71,637 shares 71,637 $3.65M 0.65% -221,605 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,744 shares; 2025Q1: 50,760 shares; 2025Q2: 50,725 shares; 2025Q3: 49,774 shares; 2025Q4: 49,774 shares; 2026Q1: 49,693 shares; 2026Q2: 49,193 shares; 2026Q3: 49,193 shares 49,193 $3.54M 0.63% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,639 shares; 2025Q1: 5,224 shares; 2025Q2: 5,014 shares; 2025Q3: 5,244 shares; 2025Q4: 5,139 shares; 2026Q1: 5,924 shares; 2026Q2: 5,933 shares; 2026Q3: 6,597 shares 6,597 $3.38M 0.6% +664 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; 2024Q4: 7,635 shares; 2025Q1: 7,789 shares; 2025Q2: 8,652 shares; 2025Q3: 8,964 shares; 2025Q4: 9,583 shares; 2026Q1: 10,059 shares; 2026Q2: 9,866 shares; 2026Q3: 13,258 shares 13,258 $3.3M 0.59% +3,392 Timeline FXN 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; 2024Q4: 229,609 shares; 2025Q1: 227,426 shares; 2025Q2: 194,856 shares; 2025Q3: 193,220 shares; 2025Q4: 193,220 shares; 2026Q1: 193,220 shares; 2026Q2: 140,849 shares; 2026Q3: 139,604 shares 139,604 $3.05M 0.54% -1,245 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,252 shares; 2026Q2: 34,452 shares; 2026Q3: 34,602 shares 34,602 $3.01M 0.54% +150 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,108 shares; 2025Q1: 73,989 shares; 2025Q2: 72,896 shares; 2025Q3: 72,836 shares; 2025Q4: 72,836 shares; 2026Q1: 72,836 shares; 2026Q2: 72,836 shares; 2026Q3: 72,836 shares 72,836 $2.99M 0.53% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares; 2026Q1: 5,844 shares; 2026Q2: 5,754 shares; 2026Q3: 5,724 shares 5,724 $2.91M 0.52% -30 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; 2024Q4: 34,840 shares; 2025Q1: 34,534 shares; 2025Q2: 34,306 shares; 2025Q3: 34,306 shares; 2025Q4: 33,874 shares; 2026Q1: 33,874 shares; 2026Q2: 33,874 shares; 2026Q3: 33,874 shares 33,874 $2.76M 0.49% 0 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; 2024Q4: 1,433 shares; 2025Q1: 1,340 shares; 2025Q2: 1,342 shares; 2025Q3: 2,254 shares; 2025Q4: 2,978 shares; 2026Q1: 2,980 shares; 2026Q2: 2,990 shares; 2026Q3: 3,458 shares 3,458 $2.56M 0.45% +468 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,829 shares; 2025Q1: 69,841 shares; 2025Q2: 40,571 shares; 2025Q3: 38,000 shares; 2025Q4: 37,097 shares; 2026Q1: 33,440 shares; 2026Q2: 30,838 shares; 2026Q3: 30,801 shares 30,801 $2.46M 0.44% -37 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; 2024Q4: 6,022 shares; 2025Q1: 6,164 shares; 2025Q2: 6,040 shares; 2025Q3: 5,970 shares; 2025Q4: 6,002 shares; 2026Q1: 6,466 shares; 2026Q2: 6,613 shares; 2026Q3: 7,399 shares 7,399 $2.45M 0.43% +786 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,249 shares; 2025Q1: 2,284 shares; 2025Q2: 2,140 shares; 2025Q3: 2,301 shares; 2025Q4: 2,282 shares; 2026Q1: 2,558 shares; 2026Q2: 2,406 shares; 2026Q3: 9,059 shares 9,059 $2.4M 0.43% +6,653 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,758 shares; 2025Q1: 5,935 shares; 2025Q2: 5,254 shares; 2025Q3: 5,195 shares; 2025Q4: 5,604 shares; 2026Q1: 5,726 shares; 2026Q2: 5,198 shares; 2026Q3: 5,251 shares 5,251 $2.4M 0.43% +53 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,820 shares; 2025Q1: 5,909 shares; 2025Q2: 5,603 shares; 2025Q3: 6,685 shares; 2025Q4: 6,194 shares; 2026Q1: 6,541 shares; 2026Q2: 5,883 shares; 2026Q3: 6,821 shares 6,821 $2.35M 0.42% +938 Timeline FAAA FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,903 shares; 2026Q3: 45,603 shares 45,603 $2.29M 0.41% +27,700 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,486 shares; 2025Q1: 41,145 shares; 2025Q2: 39,055 shares; 2025Q3: 40,272 shares; 2025Q4: 38,729 shares; 2026Q1: 38,979 shares; 2026Q2: 38,491 shares; 2026Q3: 38,741 shares 38,741 $2.07M 0.37% +250 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,538 shares; 2026Q1: 11,615 shares; 2026Q2: 55,875 shares; 2026Q3: 37,177 shares 37,177 $1.91M 0.34% -18,698 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,602 shares; 2025Q1: 3,584 shares; 2025Q2: 4,497 shares; 2025Q3: 4,813 shares; 2025Q4: 4,418 shares; 2026Q1: 4,672 shares; 2026Q2: 4,698 shares; 2026Q3: 5,130 shares 5,130 $1.82M 0.32% +432 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,836 shares; 2025Q3: 17,433 shares; 2025Q4: 17,403 shares; 2026Q1: 17,564 shares; 2026Q2: 16,792 shares; 2026Q3: 16,792 shares 16,792 $1.79M 0.32% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 954 shares; 2025Q1: 962 shares; 2025Q2: 940 shares; 2025Q3: 953 shares; 2025Q4: 911 shares; 2026Q1: 924 shares; 2026Q2: 8,738 shares; 2026Q3: 8,683 shares 8,683 $1.69M 0.3% -55 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,924 shares; 2025Q1: 13,723 shares; 2025Q2: 13,723 shares; 2025Q3: 13,723 shares; 2025Q4: 13,723 shares; 2026Q1: 13,723 shares; 2026Q2: 13,723 shares; 2026Q3: 13,723 shares 13,723 $1.69M 0.3% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,114 shares; 2025Q1: 14,432 shares; 2025Q2: 13,792 shares; 2025Q3: 14,344 shares; 2025Q4: 14,135 shares; 2026Q1: 15,087 shares; 2026Q2: 15,200 shares; 2026Q3: 16,068 shares 16,068 $1.67M 0.3% +868 Timeline DEEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,648 shares; 2025Q1: 41,242 shares; 2025Q2: 41,235 shares; 2025Q3: 41,235 shares; 2025Q4: 41,235 shares; 2026Q1: 41,235 shares; 2026Q2: 41,235 shares; 2026Q3: 41,235 shares 41,235 $1.61M 0.29% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,015 shares; 2025Q1: 1,955 shares; 2025Q2: 1,854 shares; 2025Q3: 1,903 shares; 2025Q4: 19,413 shares; 2026Q1: 20,511 shares; 2026Q2: 20,983 shares; 2026Q3: 22,515 shares 22,515 $1.57M 0.28% +1,532 Timeline FXO 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; 2024Q4: 29,101 shares; 2025Q1: 28,407 shares; 2025Q2: 28,324 shares; 2025Q3: 27,294 shares; 2025Q4: 26,683 shares; 2026Q1: 26,606 shares; 2026Q2: 25,838 shares; 2026Q3: 25,838 shares 25,838 $1.57M 0.28% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 4,690 shares; 2026Q1: 4,750 shares; 2026Q2: 3,232 shares; 2026Q3: 4,032 shares 4,032 $1.54M 0.27% +800 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,463 shares; 2025Q1: 10,261 shares; 2025Q2: 9,159 shares; 2025Q3: 8,606 shares; 2025Q4: 8,606 shares; 2026Q1: 8,741 shares; 2026Q2: 8,741 shares; 2026Q3: 8,801 shares 8,801 $1.48M 0.26% +60 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,957 shares; 2025Q1: 8,217 shares; 2025Q2: 7,922 shares; 2025Q3: 9,442 shares; 2025Q4: 6,951 shares; 2026Q1: 7,231 shares; 2026Q2: 9,224 shares; 2026Q3: 9,768 shares 9,768 $1.42M 0.25% +544 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,307 shares; 2025Q1: 7,597 shares; 2025Q2: 7,758 shares; 2025Q3: 9,042 shares; 2025Q4: 9,307 shares; 2026Q1: 10,094 shares; 2026Q2: 10,128 shares; 2026Q3: 10,453 shares 10,453 $1.36M 0.24% +325 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,332 shares; 2026Q1: 4,853 shares; 2026Q2: 3,682 shares; 2026Q3: 3,174 shares 3,174 $1.26M 0.22% -508 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; 2024Q4: 407 shares; 2025Q1: 427 shares; 2025Q2: 1,085 shares; 2025Q3: 1,205 shares; 2025Q4: 1,231 shares; 2026Q1: 1,290 shares; 2026Q2: 1,458 shares; 2026Q3: 1,696 shares 1,696 $1.23M 0.22% +238 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; 2024Q4: 1,486 shares; 2025Q1: 1,556 shares; 2025Q2: 1,479 shares; 2025Q3: 1,512 shares; 2025Q4: 1,349 shares; 2026Q1: 1,391 shares; 2026Q2: 1,370 shares; 2026Q3: 1,349 shares 1,349 $1.21M 0.22% -21 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,587 shares; 2025Q3: 10,141 shares; 2025Q4: 10,686 shares; 2026Q1: 11,166 shares; 2026Q2: 9,313 shares; 2026Q3: 10,023 shares 10,023 $1.16M 0.21% +710 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,423 shares; 2026Q2: 9,080 shares; 2026Q3: 9,080 shares 9,080 $1.14M 0.2% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,136 shares; 2025Q1: 2,181 shares; 2025Q2: 2,125 shares; 2025Q3: 2,290 shares; 2025Q4: 2,329 shares; 2026Q1: 2,809 shares; 2026Q2: 2,811 shares; 2026Q3: 3,110 shares 3,110 $1.12M 0.2% +299 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,236 shares; 2025Q2: 3,374 shares; 2025Q3: 3,715 shares; 2025Q4: 3,663 shares; 2026Q1: 3,954 shares; 2026Q2: 4,147 shares; 2026Q3: 4,239 shares 4,239 $1.08M 0.19% +92 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818 shares; 2026Q1: 2,185 shares; 2026Q2: 1,650 shares; 2026Q3: 1,715 shares 1,715 $1.05M 0.19% +65 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,128 shares; 2025Q1: 9,165 shares; 2025Q2: 10,087 shares; 2025Q3: 10,093 shares; 2025Q4: 10,005 shares; 2026Q1: 10,005 shares; 2026Q2: 11,467 shares; 2026Q3: 12,781 shares 12,781 $1.04M 0.19% +1,314 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,932 shares; 2025Q3: 4,772 shares; 2025Q4: 4,285 shares; 2026Q1: 4,631 shares; 2026Q2: 5,139 shares; 2026Q3: 5,580 shares 5,580 $1.04M 0.19% +441 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,032 shares; 2025Q4: 2,257 shares; 2026Q1: 2,662 shares; 2026Q2: 2,825 shares; 2026Q3: 3,927 shares 3,927 $1.03M 0.18% +1,102 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 456 shares; 2025Q1: 979 shares; 2025Q2: 599 shares; 2025Q3: 785 shares; 2025Q4: 777 shares; 2026Q1: 785 shares; 2026Q2: 793 shares; 2026Q3: 882 shares 882 $1.02M 0.18% +89 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,314 shares; 2026Q1: 835 shares; 2026Q2: 701 shares; 2026Q3: 957 shares 957 $1.02M 0.18% +256 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,332 shares; 2025Q1: 9,210 shares; 2025Q2: 9,027 shares; 2025Q3: 9,302 shares; 2025Q4: 9,491 shares; 2026Q1: 10,364 shares; 2026Q2: 10,479 shares; 2026Q3: 10,315 shares 10,315 $1.01M 0.18% -164 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 851 shares; 2025Q1: 864 shares; 2025Q2: 824 shares; 2025Q3: 821 shares; 2025Q4: 824 shares; 2026Q1: 915 shares; 2026Q2: 910 shares; 2026Q3: 932 shares 932 $986K 0.18% +22 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,490 shares; 2025Q1: 17,519 shares; 2025Q2: 17,784 shares; 2025Q3: 30,011 shares; 2025Q4: 31,852 shares; 2026Q1: 34,195 shares; 2026Q2: 33,637 shares; 2026Q3: 27,346 shares 27,346 $974K 0.17% -6,291 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,594 shares; 2025Q1: 23,251 shares; 2025Q2: 20,005 shares; 2025Q3: 17,560 shares; 2025Q4: 17,838 shares; 2026Q1: 18,523 shares; 2026Q2: 19,647 shares; 2026Q3: 19,524 shares 19,524 $959K 0.17% -123 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,550 shares; 2026Q1: 60,108 shares; 2026Q2: 25,744 shares; 2026Q3: 20,461 shares 20,461 $957K 0.17% -5,283 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,210 shares; 2025Q1: 17,684 shares; 2025Q2: 10,560 shares; 2025Q3: 20,364 shares; 2025Q4: 20,482 shares; 2026Q1: 17,885 shares; 2026Q2: 9,291 shares; 2026Q3: 9,374 shares 9,374 $948K 0.17% +83 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,313 shares; 2026Q3: 5,713 shares 5,713 $922K 0.16% +400 Timeline GOVI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,910 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35,341 shares 35,341 $893K 0.16% new Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,791 shares; 2025Q1: 97,108 shares; 2025Q2: 60,566 shares; 2025Q3: 79,447 shares; 2025Q4: 77,854 shares; 2026Q1: 68,871 shares; 2026Q2: 20,536 shares; 2026Q3: 19,811 shares 19,811 $889K 0.16% -725 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,656 shares; 2025Q1: 20,362 shares; 2025Q2: 18,385 shares; 2025Q3: 18,385 shares; 2025Q4: 18,385 shares; 2026Q1: 18,385 shares; 2026Q2: 18,385 shares; 2026Q3: 18,385 shares 18,385 $880K 0.16% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,295 shares; 2025Q1: 3,438 shares; 2025Q2: 3,477 shares; 2025Q3: 4,127 shares; 2025Q4: 3,610 shares; 2026Q1: 3,926 shares; 2026Q2: 3,949 shares; 2026Q3: 4,279 shares 4,279 $874K 0.16% +330 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,149 shares; 2025Q1: 3,322 shares; 2025Q2: 3,289 shares; 2025Q3: 3,502 shares; 2025Q4: 3,477 shares; 2026Q1: 3,984 shares; 2026Q2: 4,055 shares; 2026Q3: 3,907 shares 3,907 $868K 0.15% -148 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,055 shares; 2025Q1: 9,229 shares; 2025Q2: 8,672 shares; 2025Q3: 8,317 shares; 2025Q4: 7,227 shares; 2026Q1: 7,070 shares; 2026Q2: 6,755 shares; 2026Q3: 6,664 shares 6,664 $826K 0.15% -91 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,632 shares; 2025Q1: 18,009 shares; 2025Q2: 18,274 shares; 2025Q3: 19,187 shares; 2025Q4: 19,347 shares; 2026Q1: 21,065 shares; 2026Q2: 20,791 shares; 2026Q3: 21,048 shares 21,048 $821K 0.15% +257 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,181 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares; 2026Q2: 10,325 shares; 2026Q3: 14,000 shares 14,000 $793K 0.14% +3,675 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,876 shares; 2026Q1: 8,997 shares; 2026Q2: 9,058 shares; 2026Q3: 9,206 shares 9,206 $787K 0.14% +148 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,132 shares; 2025Q1: 69,287 shares; 2025Q2: 39,168 shares; 2025Q3: 77,963 shares; 2025Q4: 64,487 shares; 2026Q1: 61,227 shares; 2026Q2: 32,873 shares; 2026Q3: 33,724 shares 33,724 $786K 0.14% +851 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,576 shares; 2025Q1: 3,807 shares; 2025Q2: 2,043 shares; 2025Q3: 2,844 shares; 2025Q4: 2,989 shares; 2026Q1: 4,217 shares; 2026Q2: 3,534 shares; 2026Q3: 4,256 shares 4,256 $783K 0.14% +722 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,177 shares; 2025Q1: 2,228 shares; 2025Q2: 2,189 shares; 2025Q3: 2,834 shares; 2025Q4: 2,585 shares; 2026Q1: 3,319 shares; 2026Q2: 3,346 shares; 2026Q3: 3,396 shares 3,396 $780K 0.14% +50 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,137 shares; 2026Q3: 2,767 shares 2,767 $733K 0.13% +630 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: 8,842 shares; 2025Q4: 8,837 shares; 2026Q1: 10,152 shares; 2026Q2: 12,155 shares; 2026Q3: 12,965 shares 12,965 $729K 0.13% +810 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; 2024Q4: 8,028 shares; 2025Q1: 7,953 shares; 2025Q2: 7,647 shares; 2025Q3: 7,356 shares; 2025Q4: 7,311 shares; 2026Q1: 7,097 shares; 2026Q2: 7,097 shares; 2026Q3: 7,287 shares 7,287 $724K 0.13% +190 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,085 shares; 2025Q1: 2,364 shares; 2025Q2: 2,430 shares; 2025Q3: 3,060 shares; 2025Q4: 3,457 shares; 2026Q1: 4,166 shares; 2026Q2: 4,430 shares; 2026Q3: 4,582 shares 4,582 $711K 0.13% +152 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; 2024Q4: 1,224 shares; 2025Q1: 1,352 shares; 2025Q2: 1,314 shares; 2025Q3: 1,480 shares; 2025Q4: 1,398 shares; 2026Q1: 1,635 shares; 2026Q2: 1,573 shares; 2026Q3: 1,622 shares 1,622 $697K 0.12% +49 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,210 shares; 2025Q1: 2,122 shares; 2025Q2: 2,000 shares; 2025Q3: 3,516 shares; 2025Q4: 3,461 shares; 2026Q1: 3,734 shares; 2026Q2: 2,302 shares; 2026Q3: 2,272 shares 2,272 $691K 0.12% -30 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,072 shares; 2025Q4: 7,458 shares; 2026Q1: 6,158 shares; 2026Q2: 6,189 shares; 2026Q3: 10,311 shares 10,311 $689K 0.12% +4,122 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,148 shares; 2025Q1: 14,999 shares; 2025Q2: 14,299 shares; 2025Q3: 13,464 shares; 2025Q4: 13,464 shares; 2026Q1: 13,464 shares; 2026Q2: 13,499 shares; 2026Q3: 13,592 shares 13,592 $662K 0.12% +93 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,612 shares; 2025Q1: 8,612 shares; 2025Q2: 8,612 shares; 2025Q3: 8,612 shares; 2025Q4: 11,377 shares; 2026Q1: 11,508 shares; 2026Q2: 12,618 shares; 2026Q3: 11,970 shares 11,970 $652K 0.12% -648 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; 2024Q4: 3,346 shares; 2025Q1: 3,325 shares; 2025Q2: 3,303 shares; 2025Q3: 3,393 shares; 2025Q4: 3,433 shares; 2026Q1: 3,708 shares; 2026Q2: 3,825 shares; 2026Q3: 3,883 shares 3,883 $633K 0.11% +58 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,020 shares; 2025Q3: 12,379 shares; 2025Q4: 12,132 shares; 2026Q1: 12,324 shares; 2026Q2: 12,686 shares; 2026Q3: 13,180 shares 13,180 $605K 0.11% +494 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,692 shares 3,692 $601K 0.11% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,666 shares; 2026Q1: 3,067 shares; 2026Q2: 3,278 shares; 2026Q3: 4,342 shares 4,342 $596K 0.11% +1,064 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,531 shares; 2026Q1: 3,889 shares; 2026Q2: 2,844 shares; 2026Q3: 2,877 shares 2,877 $586K 0.1% +33 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,752 shares; 2025Q2: 7,751 shares; 2025Q3: 7,779 shares; 2025Q4: 7,651 shares; 2026Q1: 7,679 shares; 2026Q2: 7,726 shares; 2026Q3: 7,709 shares 7,709 $584K 0.1% -17 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; 2024Q4: 13,755 shares; 2025Q1: 13,954 shares; 2025Q2: 12,042 shares; 2025Q3: 8,673 shares; 2025Q4: 8,645 shares; 2026Q1: 8,645 shares; 2026Q2: 8,801 shares; 2026Q3: 10,711 shares 10,711 $583K 0.1% +1,910 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,048 shares; 2025Q3: 6,186 shares; 2025Q4: 6,186 shares; 2026Q1: 6,186 shares; 2026Q2: 6,186 shares; 2026Q3: 6,186 shares 6,186 $569K 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 588 shares; 2025Q1: 675 shares; 2025Q2: 707 shares; 2025Q3: 1,432 shares; 2025Q4: 1,426 shares; 2026Q1: 1,907 shares; 2026Q2: 2,219 shares; 2026Q3: 2,372 shares 2,372 $569K 0.1% +153 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,474 shares; 2025Q1: 1,419 shares; 2025Q2: 1,381 shares; 2025Q3: 1,158 shares; 2025Q4: 1,153 shares; 2026Q1: 1,073 shares; 2026Q2: 1,078 shares; 2026Q3: 1,082 shares 1,082 $559K 0.1% +4 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 666 shares; 2025Q1: 705 shares; 2025Q2: 719 shares; 2025Q3: 862 shares; 2025Q4: 887 shares; 2026Q1: 943 shares; 2026Q2: 919 shares; 2026Q3: 915 shares 915 $555K 0.1% -4 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181,680 shares; 2025Q1: 187,549 shares; 2025Q2: 32,109 shares; 2025Q3: 33,523 shares; 2025Q4: 16,260 shares; 2026Q1: 15,068 shares; 2026Q2: 14,429 shares; 2026Q3: 13,303 shares 13,303 $555K 0.1% -1,126 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,378 shares; 2025Q3: 19,875 shares; 2025Q4: 19,804 shares; 2026Q1: 19,948 shares; 2026Q2: 20,424 shares; 2026Q3: 21,784 shares 21,784 $532K 0.09% +1,360 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,706 shares; 2025Q1: 3,144 shares; 2025Q2: 3,216 shares; 2025Q3: 4,945 shares; 2025Q4: 5,721 shares; 2026Q1: 6,819 shares; 2026Q2: 5,778 shares; 2026Q3: 2,959 shares 2,959 $529K 0.09% -2,819 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,750 shares; 2025Q1: 39,750 shares; 2025Q2: 39,750 shares; 2025Q3: 39,750 shares; 2025Q4: 39,750 shares; 2026Q1: 39,750 shares; 2026Q2: 39,750 shares; 2026Q3: 39,750 shares 39,750 $526K 0.09% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,415 shares; 2025Q1: 2,568 shares; 2025Q2: 1,097 shares; 2025Q3: 1,797 shares; 2025Q4: 1,828 shares; 2026Q1: 2,357 shares; 2026Q2: 2,008 shares; 2026Q3: 2,212 shares 2,212 $525K 0.09% +204 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; 2024Q4: 5,620 shares; 2025Q1: 5,321 shares; 2025Q2: 5,258 shares; 2025Q3: 4,762 shares; 2025Q4: 4,686 shares; 2026Q1: 4,834 shares; 2026Q2: 4,653 shares; 2026Q3: 4,823 shares 4,823 $519K 0.09% +170 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,484 shares; 2025Q1: 27,506 shares; 2025Q2: 21,691 shares; 2025Q3: 21,691 shares; 2025Q4: 21,270 shares; 2026Q1: 21,270 shares; 2026Q2: 21,270 shares; 2026Q3: 21,270 shares 21,270 $518K 0.09% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,622 shares; 2025Q1: 8,497 shares; 2025Q2: 7,058 shares; 2025Q3: 7,406 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,668 shares; 2026Q3: 1,940 shares 1,940 $513K 0.09% +272 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,542 shares; 2025Q1: 1,740 shares; 2025Q2: 2,039 shares; 2025Q3: 2,915 shares; 2025Q4: 2,185 shares; 2026Q1: 2,854 shares; 2026Q2: 3,432 shares; 2026Q3: 3,999 shares 3,999 $507K 0.09% +567 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 734 shares; 2025Q3: 1,736 shares; 2025Q4: 1,594 shares; 2026Q1: 2,080 shares; 2026Q2: 2,731 shares; 2026Q3: 2,658 shares 2,658 $487K 0.09% -73 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,323 shares; 2025Q1: not reported; 2025Q2: 4,207 shares; 2025Q3: 7,102 shares; 2025Q4: 6,728 shares; 2026Q1: 8,306 shares; 2026Q2: 7,870 shares; 2026Q3: 3,577 shares 3,577 $468K 0.08% -4,293 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; 2024Q4: 3,398 shares; 2025Q1: 3,642 shares; 2025Q2: 3,618 shares; 2025Q3: 5,020 shares; 2025Q4: 2,679 shares; 2026Q1: 3,323 shares; 2026Q2: 3,336 shares; 2026Q3: 3,356 shares 3,356 $462K 0.08% +20 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,800 shares; 2026Q1: 6,433 shares; 2026Q2: 7,644 shares; 2026Q3: 9,746 shares 9,746 $461K 0.08% +2,102 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,630 shares; 2025Q3: not reported; 2025Q4: 7,395 shares; 2026Q1: 9,030 shares; 2026Q2: 12,235 shares; 2026Q3: 13,416 shares 13,416 $456K 0.08% +1,181 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,765 shares; 2026Q3: 4,144 shares 4,144 $443K 0.08% +379 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: 776 shares; 2026Q1: 837 shares; 2026Q2: 839 shares; 2026Q3: 1,159 shares 1,159 $434K 0.08% +320 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,326 shares; 2025Q1: 6,453 shares; 2025Q2: 5,236 shares; 2025Q3: 4,582 shares; 2025Q4: 4,436 shares; 2026Q1: 4,495 shares; 2026Q2: 4,378 shares; 2026Q3: 4,517 shares 4,517 $425K 0.08% +139 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,330 shares; 2026Q3: 2,002 shares 2,002 $422K 0.07% +672 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,011 shares; 2025Q1: 1,007 shares; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: 878 shares; 2026Q1: 880 shares; 2026Q2: 882 shares; 2026Q3: 1,514 shares 1,514 $421K 0.07% +632 Timeline FTRI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,466 shares; 2025Q3: 12,355 shares; 2025Q4: 12,096 shares; 2026Q1: 15,862 shares; 2026Q2: 22,683 shares; 2026Q3: 24,928 shares 24,928 $418K 0.07% +2,245 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,936 shares; 2026Q3: 3,479 shares 3,479 $418K 0.07% +543 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares; 2026Q3: 1,224 shares 1,224 $417K 0.07% +406 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,838 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: 4,838 shares; 2026Q2: 4,838 shares; 2026Q3: 4,838 shares 4,838 $411K 0.07% 0 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; 2024Q4: 4,736 shares; 2025Q1: 5,640 shares; 2025Q2: 5,640 shares; 2025Q3: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 4,797 shares; 2026Q2: 4,797 shares; 2026Q3: 5,117 shares 5,117 $400K 0.07% +320 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares; 2026Q2: 4,216 shares; 2026Q3: 4,216 shares 4,216 $399K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 2,896 shares; 2026Q3: 3,172 shares 3,172 $399K 0.07% +276 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 767 shares 767 $392K 0.07% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,512 shares; 2025Q1: 1,722 shares; 2025Q2: 1,686 shares; 2025Q3: 2,119 shares; 2025Q4: 2,113 shares; 2026Q1: 2,439 shares; 2026Q2: 2,439 shares; 2026Q3: 2,466 shares 2,466 $388K 0.07% +27 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,029 shares; 2025Q1: 6,029 shares; 2025Q2: 6,029 shares; 2025Q3: 6,039 shares; 2025Q4: 6,039 shares; 2026Q1: 6,039 shares; 2026Q2: 6,073 shares; 2026Q3: 6,051 shares 6,051 $386K 0.07% -22 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,619 shares; 2026Q1: 1,627 shares; 2026Q2: 1,635 shares; 2026Q3: 2,495 shares 2,495 $379K 0.07% +860 Timeline VGK 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,414 shares; 2026Q1: not reported; 2026Q2: 2,458 shares; 2026Q3: 4,350 shares 4,350 $378K 0.07% +1,892 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,849 shares; 2026Q1: 6,216 shares; 2026Q2: 6,214 shares; 2026Q3: 6,869 shares 6,869 $377K 0.07% +655 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,010 shares; 2025Q1: 1,110 shares; 2025Q2: 1,146 shares; 2025Q3: 1,402 shares; 2025Q4: 1,829 shares; 2026Q1: 1,933 shares; 2026Q2: 1,128 shares; 2026Q3: 889 shares 889 $375K 0.07% -239 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares; 2026Q3: 4,175 shares 4,175 $370K 0.07% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares; 2026Q1: 2,136 shares; 2026Q2: 2,580 shares; 2026Q3: 2,402 shares 2,402 $369K 0.07% -178 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,512 shares 3,512 $368K 0.07% new 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; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 1,039 shares; 2025Q3: 1,625 shares; 2025Q4: 1,199 shares; 2026Q1: 1,798 shares; 2026Q2: 1,985 shares; 2026Q3: 2,170 shares 2,170 $355K 0.06% +185 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,711 shares; 2025Q3: 4,711 shares; 2025Q4: 4,711 shares; 2026Q1: 4,711 shares; 2026Q2: 4,711 shares; 2026Q3: 4,711 shares 4,711 $343K 0.06% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,938 shares 4,938 $338K 0.06% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,913 shares; 2026Q1: 2,468 shares; 2026Q2: 2,786 shares; 2026Q3: 2,786 shares 2,786 $338K 0.06% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,948 shares; 2025Q4: 16,948 shares; 2026Q1: 16,948 shares; 2026Q2: 16,948 shares; 2026Q3: 16,948 shares 16,948 $335K 0.06% 0 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,525 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,449 shares; 2026Q2: 1,449 shares; 2026Q3: 1,393 shares 1,393 $335K 0.06% -56 Timeline BUFZ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,587 shares 11,587 $331K 0.06% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares; 2026Q3: 1,965 shares 1,965 $327K 0.06% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: 780 shares; 2026Q1: 1,203 shares; 2026Q2: 1,246 shares; 2026Q3: 1,119 shares 1,119 $327K 0.06% -127 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,876 shares; 2026Q2: 6,876 shares; 2026Q3: 6,876 shares 6,876 $326K 0.06% 0 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; 2024Q4: 13,063 shares; 2025Q1: 13,809 shares; 2025Q2: 12,303 shares; 2025Q3: 14,072 shares; 2025Q4: 5,925 shares; 2026Q1: 6,113 shares; 2026Q2: 4,389 shares; 2026Q3: 4,648 shares 4,648 $325K 0.06% +259 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 15,000 shares; 2026Q1: 25,000 shares; 2026Q2: 27,000 shares; 2026Q3: 27,000 shares 27,000 $320K 0.06% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 328 shares; 2026Q2: 343 shares; 2026Q3: 332 shares 332 $316K 0.06% -11 Timeline FTC 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; 2024Q4: 2,676 shares; 2025Q1: 2,623 shares; 2025Q2: 2,623 shares; 2025Q3: 2,623 shares; 2025Q4: 2,623 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares; 2026Q3: 1,768 shares 1,768 $314K 0.06% 0 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,683 shares 8,683 $300K 0.05% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 3,468 shares; 2026Q3: 3,468 shares 3,468 $296K 0.05% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,837 shares; 2025Q4: 8,847 shares; 2026Q1: 12,813 shares; 2026Q2: 13,291 shares; 2026Q3: 13,554 shares 13,554 $295K 0.05% +263 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 972 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 1,025 shares; 2026Q2: 970 shares; 2026Q3: 1,025 shares 1,025 $292K 0.05% +55 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 1,242 shares; 2026Q2: 1,242 shares; 2026Q3: 1,242 shares 1,242 $287K 0.05% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,732 shares 3,732 $284K 0.05% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,479 shares; 2025Q1: 2,461 shares; 2025Q2: 2,244 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,096 shares; 2026Q2: 2,124 shares; 2026Q3: 2,098 shares 2,098 $278K 0.05% -26 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435 shares; 2025Q1: 465 shares; 2025Q2: not reported; 2025Q3: 417 shares; 2025Q4: 418 shares; 2026Q1: 419 shares; 2026Q2: not reported; 2026Q3: 345 shares 345 $264K 0.05% new Timeline TBLL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,654 shares; 2025Q4: 4,150 shares; 2026Q1: 4,150 shares; 2026Q2: not reported; 2026Q3: 2,486 shares 2,486 $262K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,261 shares; 2026Q2: not reported; 2026Q3: 527 shares 527 $262K 0.05% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 705 shares 705 $261K 0.05% new Timeline ACYN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,520 shares 12,520 $261K 0.05% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 826 shares 826 $261K 0.05% new 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; 2024Q4: not reported; 2025Q1: 3,858 shares; 2025Q2: 4,212 shares; 2025Q3: 3,048 shares; 2025Q4: not reported; 2026Q1: 3,622 shares; 2026Q2: 3,412 shares; 2026Q3: 3,779 shares 3,779 $254K 0.05% +367 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,240 shares; 2026Q2: 1,271 shares; 2026Q3: 1,328 shares 1,328 $246K 0.04% +57 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,409 shares; 2025Q3: 1,386 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 992 shares; 2026Q3: 992 shares 992 $246K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 747 shares 747 $245K 0.04% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,995 shares; 2025Q2: 2,984 shares; 2025Q3: 2,992 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares; 2026Q2: 2,592 shares; 2026Q3: 2,362 shares 2,362 $235K 0.04% -230 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,526 shares; 2026Q2: 8,526 shares; 2026Q3: 8,526 shares 8,526 $234K 0.04% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,625 shares; 2025Q4: 4,625 shares; 2026Q1: 4,625 shares; 2026Q2: 4,625 shares; 2026Q3: 4,625 shares 4,625 $233K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 996 shares; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares; 2026Q3: 2,948 shares 2,948 $231K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares; 2026Q1: 1,009 shares; 2026Q2: 1,009 shares; 2026Q3: 1,009 shares 1,009 $230K 0.04% 0 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; 2024Q4: 5,555 shares; 2025Q1: 5,627 shares; 2025Q2: not reported; 2025Q3: 3,901 shares; 2025Q4: 3,253 shares; 2026Q1: 3,404 shares; 2026Q2: not reported; 2026Q3: 2,632 shares 2,632 $227K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,991 shares; 2025Q1: 7,695 shares; 2025Q2: 5,993 shares; 2025Q3: 5,737 shares; 2025Q4: 5,419 shares; 2026Q1: 5,303 shares; 2026Q2: 4,991 shares; 2026Q3: 5,151 shares 5,151 $225K 0.04% +160 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares; 2026Q3: 2,547 shares 2,547 $222K 0.04% +22 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: not reported; 2026Q2: 2,436 shares; 2026Q3: 2,436 shares 2,436 $220K 0.04% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,722 shares; 2025Q1: 16,111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,483 shares 7,483 $213K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,546 shares; 2026Q1: not reported; 2026Q2: 2,994 shares; 2026Q3: 3,002 shares 3,002 $209K 0.04% +8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares; 2026Q3: 114 shares 114 $207K 0.04% +5 Timeline VRP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,576 shares; 2025Q4: 8,576 shares; 2026Q1: 8,576 shares; 2026Q2: 8,576 shares; 2026Q3: 8,576 shares 8,576 $203K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,150 shares 2,150 $203K 0.04% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,163 shares; 2025Q2: not reported; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares; 2026Q3: 3,163 shares 3,163 $200K 0.04% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,020 shares; 2025Q1: 27,924 shares; 2025Q2: 25,295 shares; 2025Q3: 21,137 shares; 2025Q4: 19,022 shares; 2026Q1: 20,189 shares; 2026Q2: 11,660 shares; 2026Q3: 12,106 shares 12,106 $198K 0.04% +446 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,291 shares; 2025Q4: 15,291 shares; 2026Q1: 16,291 shares; 2026Q2: 16,291 shares; 2026Q3: 16,291 shares 16,291 $187K 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,359 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,704 shares 1,704 $160K 0.03% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,278 shares; 2025Q1: 36,162 shares; 2025Q2: 30,372 shares; 2025Q3: 27,236 shares; 2025Q4: 23,615 shares; 2026Q1: 25,404 shares; 2026Q2: 24,754 shares; 2026Q3: 25,083 shares 25,083 $141K 0.03% +329 Timeline PRPL PURPLE INNOVATION INC More: the full row for PURPLE INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,800 shares 15,800 $34.6K 0.01% new Timeline