YALL YORKVILLE AMER INVTS TR More: the full row for YORKVILLE AMER INVTS 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: 2,164,820 shares 2,164,820 $91.7M 13.65% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,212 shares; 2024Q4: 916,153 shares; 2025Q1: 1,006,727 shares; 2025Q2: 1,083,885 shares; 2025Q3: 1,197,392 shares; 2025Q4: 1,297,379 shares; 2026Q1: 1,371,246 shares; 2026Q2: 1,490,202 shares 1,490,202 $47.3M 7.03% +118,956 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,517 shares; 2024Q4: 47,256 shares; 2025Q1: 54,390 shares; 2025Q2: 64,182 shares; 2025Q3: 75,755 shares; 2025Q4: 86,511 shares; 2026Q1: 96,187 shares; 2026Q2: 106,081 shares 106,081 $32.2M 4.79% +9,894 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,582 shares; 2024Q4: 183,734 shares; 2025Q1: 210,001 shares; 2025Q2: 235,626 shares; 2025Q3: 276,985 shares; 2025Q4: 306,224 shares; 2026Q1: 337,085 shares; 2026Q2: 370,419 shares 370,419 $31.7M 4.71% +33,334 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: 396,006 shares; 2024Q4: 426,329 shares; 2025Q1: 472,862 shares; 2025Q2: 450,729 shares; 2025Q3: 485,102 shares; 2025Q4: 519,643 shares; 2026Q1: 556,216 shares; 2026Q2: 611,552 shares 611,552 $29.2M 4.34% +55,336 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,718 shares; 2024Q4: 18,382 shares; 2025Q1: 25,155 shares; 2025Q2: 30,871 shares; 2025Q3: 35,915 shares; 2025Q4: 40,791 shares; 2026Q1: 47,563 shares; 2026Q2: 338,321 shares 338,321 $29.1M 4.34% +290,758 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,408 shares; 2024Q4: 245,554 shares; 2025Q1: 275,440 shares; 2025Q2: 302,416 shares; 2025Q3: 340,270 shares; 2025Q4: 369,666 shares; 2026Q1: 405,584 shares; 2026Q2: 461,348 shares 461,348 $26.1M 3.88% +55,764 Timeline MLPX 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: 220,729 shares; 2024Q4: 227,734 shares; 2025Q1: 241,450 shares; 2025Q2: 250,390 shares; 2025Q3: 274,590 shares; 2025Q4: 296,655 shares; 2026Q1: 309,224 shares; 2026Q2: 333,537 shares 333,537 $24.6M 3.66% +24,313 Timeline SJNK 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: 404,844 shares; 2024Q4: 452,177 shares; 2025Q1: 506,137 shares; 2025Q2: 528,055 shares; 2025Q3: 582,934 shares; 2025Q4: 626,985 shares; 2026Q1: 684,920 shares; 2026Q2: 771,545 shares 771,545 $19.3M 2.87% +86,625 Timeline FLBL 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: 356,750 shares; 2025Q3: 532,868 shares; 2025Q4: 658,685 shares; 2026Q1: 733,549 shares; 2026Q2: 831,237 shares 831,237 $19.1M 2.84% +97,688 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,737 shares; 2024Q4: 23,854 shares; 2025Q1: not reported; 2025Q2: 21,765 shares; 2025Q3: 22,421 shares; 2025Q4: 22,947 shares; 2026Q1: 1,083 shares; 2026Q2: 157,913 shares 157,913 $18.9M 2.81% +156,830 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,481 shares; 2025Q3: 300,090 shares; 2025Q4: 353,895 shares; 2026Q1: 375,882 shares; 2026Q2: 408,814 shares 408,814 $16.6M 2.47% +32,932 Timeline KNG 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: 136,836 shares; 2025Q3: 201,942 shares; 2025Q4: 247,670 shares; 2026Q1: 269,732 shares; 2026Q2: 305,615 shares 305,615 $15.4M 2.3% +35,883 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,604 shares; 2024Q4: 34,264 shares; 2025Q1: 37,313 shares; 2025Q2: 42,670 shares; 2025Q3: 48,186 shares; 2025Q4: 51,568 shares; 2026Q1: 56,029 shares; 2026Q2: 61,459 shares 61,459 $14.5M 2.16% +5,430 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,594 shares; 2024Q4: 10,070 shares; 2025Q1: 15,805 shares; 2025Q2: 21,549 shares; 2025Q3: 27,281 shares; 2025Q4: 35,486 shares; 2026Q1: 47,870 shares; 2026Q2: 62,697 shares 62,697 $13.7M 2.03% +14,827 Timeline FPE 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,142 shares; 2025Q3: 475,192 shares; 2025Q4: 575,855 shares; 2026Q1: 635,777 shares; 2026Q2: 715,791 shares 715,791 $12.8M 1.91% +80,014 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,862 shares; 2024Q4: 186,484 shares; 2025Q1: 194,908 shares; 2025Q2: 190,700 shares; 2025Q3: 156,406 shares; 2025Q4: 143,618 shares; 2026Q1: 116,134 shares; 2026Q2: 105,092 shares 105,092 $9.63M 1.43% -11,042 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,978 shares; 2024Q4: 43,688 shares; 2025Q1: 68,288 shares; 2025Q2: 44,458 shares; 2025Q3: 51,117 shares; 2025Q4: 50,815 shares; 2026Q1: 94,578 shares; 2026Q2: 59,995 shares 59,995 $9.48M 1.41% -34,583 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,633 shares; 2024Q4: 89,856 shares; 2025Q1: 145,595 shares; 2025Q2: 92,385 shares; 2025Q3: 56,621 shares; 2025Q4: 63,720 shares; 2026Q1: 75,937 shares; 2026Q2: 86,541 shares 86,541 $9.44M 1.41% +10,604 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,674 shares; 2024Q4: 249,734 shares; 2025Q1: 407,007 shares; 2025Q2: 252,063 shares; 2025Q3: 154,612 shares; 2025Q4: 174,567 shares; 2026Q1: 203,036 shares; 2026Q2: 226,292 shares 226,292 $9.39M 1.4% +23,256 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,758 shares; 2024Q4: 86,241 shares; 2025Q1: 104,500 shares; 2025Q2: 120,728 shares; 2025Q3: 149,599 shares; 2025Q4: 173,261 shares; 2026Q1: 209,424 shares; 2026Q2: 239,750 shares 239,750 $8.76M 1.3% +30,326 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,983 shares; 2024Q4: 123,207 shares; 2025Q1: 201,887 shares; 2025Q2: 125,106 shares; 2025Q3: 82,900 shares; 2025Q4: 86,878 shares; 2026Q1: 103,300 shares; 2026Q2: 118,753 shares 118,753 $8.72M 1.3% +15,453 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,090 shares; 2024Q4: 288,158 shares; 2025Q1: 299,751 shares; 2025Q2: 294,957 shares; 2025Q3: 240,682 shares; 2025Q4: 222,153 shares; 2026Q1: 180,139 shares; 2026Q2: 163,396 shares 163,396 $8.1M 1.21% -16,743 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,890 shares; 2024Q4: 25,785 shares; 2025Q1: 26,610 shares; 2025Q2: 28,525 shares; 2025Q3: 29,164 shares; 2025Q4: 27,337 shares; 2026Q1: 28,028 shares; 2026Q2: 27,833 shares 27,833 $8.05M 1.2% -195 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,706 shares; 2024Q4: 53,069 shares; 2025Q1: 64,103 shares; 2025Q2: 74,171 shares; 2025Q3: 91,303 shares; 2025Q4: 106,656 shares; 2026Q1: 127,408 shares; 2026Q2: 145,576 shares 145,576 $7.31M 1.09% +18,168 Timeline VFH 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: 52,498 shares; 2024Q4: 51,879 shares; 2025Q1: not reported; 2025Q2: 54,121 shares; 2025Q3: 52,058 shares; 2025Q4: 51,841 shares; 2026Q1: not reported; 2026Q2: 48,196 shares 48,196 $6.34M 0.94% new Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 103,100 shares; 2025Q4: 109,178 shares; 2026Q1: 320,689 shares; 2026Q2: 149,356 shares 149,356 $6.27M 0.93% -171,333 Timeline VGSH 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: 28,099 shares; 2024Q4: 35,131 shares; 2025Q1: 42,726 shares; 2025Q2: 49,614 shares; 2025Q3: 62,007 shares; 2025Q4: 72,036 shares; 2026Q1: 85,950 shares; 2026Q2: 98,763 shares 98,763 $5.75M 0.86% +12,813 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; 2024Q3: 21,748 shares; 2024Q4: 2,111 shares; 2025Q1: 19,730 shares; 2025Q2: 1,983 shares; 2025Q3: 18,774 shares; 2025Q4: 17,788 shares; 2026Q1: 1,992 shares; 2026Q2: 18,101 shares 18,101 $5.41M 0.81% +16,109 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,333 shares; 2025Q4: 49,058 shares; 2026Q1: 145,227 shares; 2026Q2: 62,476 shares 62,476 $5.16M 0.77% -82,751 Timeline VCR 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: 13,925 shares; 2024Q4: 13,361 shares; 2025Q1: not reported; 2025Q2: 12,828 shares; 2025Q3: 12,458 shares; 2025Q4: 12,830 shares; 2026Q1: not reported; 2026Q2: 11,803 shares 11,803 $4.68M 0.7% new 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: 15,355 shares; 2024Q4: 15,510 shares; 2025Q1: not reported; 2025Q2: 14,669 shares; 2025Q3: 14,140 shares; 2025Q4: 14,272 shares; 2026Q1: 12,134 shares; 2026Q2: 12,537 shares 12,537 $4.52M 0.67% +403 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 144,165 shares; 2025Q4: 154,466 shares; 2026Q1: 453,267 shares; 2026Q2: 185,462 shares 185,462 $4.35M 0.65% -267,805 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,801 shares; 2025Q1: 2,291 shares; 2025Q2: 2,583 shares; 2025Q3: 3,355 shares; 2025Q4: 4,072 shares; 2026Q1: 4,868 shares; 2026Q2: 5,852 shares 5,852 $4.31M 0.64% +984 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,378 shares; 2024Q4: 9,186 shares; 2025Q1: 15,562 shares; 2025Q2: 9,182 shares; 2025Q3: 9,615 shares; 2025Q4: 9,133 shares; 2026Q1: 15,896 shares; 2026Q2: 11,075 shares 11,075 $4.08M 0.61% -4,821 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,959 shares; 2024Q4: 142,518 shares; 2025Q1: 148,476 shares; 2025Q2: 145,815 shares; 2025Q3: 121,279 shares; 2025Q4: 108,751 shares; 2026Q1: 87,899 shares; 2026Q2: 79,645 shares 79,645 $4.01M 0.6% -8,254 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 4,227 shares; 2025Q1: 4,426 shares; 2025Q2: 4,604 shares; 2025Q3: 4,785 shares; 2025Q4: 4,679 shares; 2026Q1: 5,421 shares; 2026Q2: 5,365 shares 5,365 $4.01M 0.6% -56 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,339 shares; 2024Q4: 20,077 shares; 2025Q1: 21,217 shares; 2025Q2: 34,821 shares; 2025Q3: 36,220 shares; 2025Q4: 17,426 shares; 2026Q1: 19,058 shares; 2026Q2: 19,487 shares 19,487 $3.9M 0.58% +429 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,413 shares; 2025Q1: 3,968 shares; 2025Q2: 3,899 shares; 2025Q3: 3,765 shares; 2025Q4: 5,140 shares; 2026Q1: 4,305 shares; 2026Q2: 4,842 shares 4,842 $3.33M 0.5% +537 Timeline SCHP 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: 84,791 shares; 2025Q4: 90,725 shares; 2026Q1: 262,584 shares; 2026Q2: 123,738 shares 123,738 $3.28M 0.49% -138,846 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,761 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,662 shares; 2025Q4: 9,293 shares; 2026Q1: 9,121 shares; 2026Q2: 8,615 shares 8,615 $2.97M 0.44% -506 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,498 shares; 2024Q4: 22,230 shares; 2025Q1: 26,634 shares; 2025Q2: 30,565 shares; 2025Q3: 37,635 shares; 2025Q4: 43,724 shares; 2026Q1: 50,801 shares; 2026Q2: 58,037 shares 58,037 $2.95M 0.44% +7,236 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,188 shares; 2024Q4: 21,632 shares; 2025Q1: 22,539 shares; 2025Q2: 23,218 shares; 2025Q3: 23,350 shares; 2025Q4: 23,788 shares; 2026Q1: 23,830 shares; 2026Q2: 23,999 shares 23,999 $2.86M 0.43% +169 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,306 shares; 2025Q2: 1,691 shares; 2025Q3: 2,428 shares; 2025Q4: 2,966 shares; 2026Q1: 3,542 shares; 2026Q2: 4,017 shares 4,017 $2.63M 0.39% +475 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,292 shares; 2025Q1: 10,598 shares; 2025Q2: 14,743 shares; 2025Q3: 24,141 shares; 2025Q4: 32,683 shares; 2026Q1: 39,681 shares; 2026Q2: 54,303 shares 54,303 $2.62M 0.39% +14,622 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,934 shares; 2024Q4: 4,456 shares; 2025Q1: 4,807 shares; 2025Q2: 6,332 shares; 2025Q3: 6,460 shares; 2025Q4: 6,116 shares; 2026Q1: 7,030 shares; 2026Q2: 7,001 shares 7,001 $2.61M 0.39% -29 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: 12,461 shares; 2024Q4: 12,702 shares; 2025Q1: 11,421 shares; 2025Q2: 12,374 shares; 2025Q3: 11,903 shares; 2025Q4: 11,954 shares; 2026Q1: 9,763 shares; 2026Q2: 11,232 shares 11,232 $2.53M 0.38% +1,469 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,304 shares; 2024Q4: 6,969 shares; 2025Q1: 7,793 shares; 2025Q2: 9,102 shares; 2025Q3: 8,900 shares; 2025Q4: 7,679 shares; 2026Q1: 9,943 shares; 2026Q2: 10,025 shares 10,025 $2.39M 0.36% +82 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,981 shares; 2025Q1: 2,632 shares; 2025Q2: 2,627 shares; 2025Q3: 2,662 shares; 2025Q4: 2,647 shares; 2026Q1: 2,554 shares; 2026Q2: 2,471 shares 2,471 $2.31M 0.34% -83 Timeline MUNI 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: 4,378 shares; 2024Q4: 8,009 shares; 2025Q1: 15,364 shares; 2025Q2: 13,880 shares; 2025Q3: 21,296 shares; 2025Q4: 24,778 shares; 2026Q1: 22,724 shares; 2026Q2: 39,363 shares 39,363 $2.07M 0.31% +16,639 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,355 shares; 2025Q1: 10,898 shares; 2025Q2: 12,642 shares; 2025Q3: 17,483 shares; 2025Q4: 20,902 shares; 2026Q1: 24,347 shares; 2026Q2: 29,849 shares 29,849 $1.96M 0.29% +5,502 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,786 shares; 2024Q4: 5,418 shares; 2025Q1: 5,864 shares; 2025Q2: 5,759 shares; 2025Q3: 5,390 shares; 2025Q4: 5,294 shares; 2026Q1: 5,225 shares; 2026Q2: 5,375 shares 5,375 $1.92M 0.29% +150 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,471 shares; 2024Q4: 4,455 shares; 2025Q1: 4,865 shares; 2025Q2: 5,063 shares; 2025Q3: 6,192 shares; 2025Q4: 5,169 shares; 2026Q1: 4,576 shares; 2026Q2: 4,589 shares 4,589 $1.7M 0.25% +13 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,737 shares; 2025Q1: 26,595 shares; 2025Q2: 23,903 shares; 2025Q3: 36,504 shares; 2025Q4: 42,612 shares; 2026Q1: 39,077 shares; 2026Q2: 67,524 shares 67,524 $1.64M 0.24% +28,447 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,815 shares; 2024Q4: 2,243 shares; 2025Q1: 6,638 shares; 2025Q2: 8,425 shares; 2025Q3: 8,536 shares; 2025Q4: 8,650 shares; 2026Q1: 7,678 shares; 2026Q2: 7,836 shares 7,836 $1.53M 0.23% +158 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,196 shares; 2025Q2: 4,143 shares; 2025Q3: 6,921 shares; 2025Q4: 9,608 shares; 2026Q1: 12,413 shares; 2026Q2: 17,065 shares 17,065 $1.53M 0.23% +4,652 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,651 shares; 2025Q3: 5,638 shares; 2025Q4: 7,550 shares; 2026Q1: 8,504 shares; 2026Q2: 11,048 shares 11,048 $1.47M 0.22% +2,544 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; 2024Q3: not reported; 2024Q4: 5,721 shares; 2025Q1: 10,873 shares; 2025Q2: 10,108 shares; 2025Q3: 15,364 shares; 2025Q4: 17,895 shares; 2026Q1: 16,263 shares; 2026Q2: 28,207 shares 28,207 $1.37M 0.2% +11,944 Timeline SHLD 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: 8,151 shares; 2025Q4: 11,152 shares; 2026Q1: 15,015 shares; 2026Q2: 20,970 shares 20,970 $1.25M 0.19% +5,955 Timeline ARKF ARK ETF TR More: the full row for ARK 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: 11,281 shares; 2025Q4: 15,156 shares; 2026Q1: 20,651 shares; 2026Q2: 30,691 shares 30,691 $1.21M 0.18% +10,040 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,374 shares; 2024Q4: 6,596 shares; 2025Q1: 6,683 shares; 2025Q2: 6,734 shares; 2025Q3: 6,646 shares; 2025Q4: 6,575 shares; 2026Q1: 6,559 shares; 2026Q2: 7,296 shares 7,296 $1.21M 0.18% +737 Timeline DTCR 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: 18,373 shares; 2025Q4: 24,253 shares; 2026Q1: 33,193 shares; 2026Q2: 39,788 shares 39,788 $1.21M 0.18% +6,595 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,225 shares; 2024Q4: 6,481 shares; 2025Q1: 8,291 shares; 2025Q2: 8,551 shares; 2025Q3: 8,226 shares; 2025Q4: 8,863 shares; 2026Q1: 8,978 shares; 2026Q2: 8,757 shares 8,757 $1.2M 0.18% -221 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,673 shares; 2024Q4: 33,686 shares; 2025Q1: 44,538 shares; 2025Q2: 54,518 shares; 2025Q3: 53,663 shares; 2025Q4: 62,083 shares; 2026Q1: 70,184 shares; 2026Q2: 73,990 shares 73,990 $1.17M 0.17% +3,806 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,521 shares; 2025Q3: 12,142 shares; 2025Q4: 12,201 shares; 2026Q1: 11,781 shares; 2026Q2: 11,710 shares 11,710 $1.13M 0.17% -71 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,377 shares; 2025Q1: 2,406 shares; 2025Q2: 3,893 shares; 2025Q3: 3,900 shares; 2025Q4: 3,928 shares; 2026Q1: 3,930 shares; 2026Q2: 4,413 shares 4,413 $1.07M 0.16% +483 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,858 shares; 2025Q2: 2,102 shares; 2025Q3: 2,101 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 8,461 shares 8,461 $1.05M 0.16% +6,346 Timeline VAW 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: 5,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,609 shares; 2025Q3: 4,433 shares; 2025Q4: 4,317 shares; 2026Q1: 4,155 shares; 2026Q2: 4,183 shares 4,183 $957K 0.14% +28 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 814 shares; 2026Q1: 863 shares; 2026Q2: 813 shares 813 $938K 0.14% -50 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,370 shares; 2024Q4: 11,578 shares; 2025Q1: 15,965 shares; 2025Q2: 16,973 shares; 2025Q3: 17,978 shares; 2025Q4: 17,102 shares; 2026Q1: 16,267 shares; 2026Q2: 17,381 shares 17,381 $929K 0.14% +1,114 Timeline XT 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: 9,760 shares; 2025Q3: 9,760 shares; 2025Q4: 9,760 shares; 2026Q1: 9,760 shares; 2026Q2: 11,049 shares 11,049 $913K 0.14% +1,289 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,997 shares; 2024Q4: 2,259 shares; 2025Q1: 2,285 shares; 2025Q2: 2,220 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares; 2026Q1: 2,380 shares; 2026Q2: 2,436 shares 2,436 $911K 0.14% +56 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,694 shares; 2024Q4: 12,314 shares; 2025Q1: 11,343 shares; 2025Q2: 15,746 shares; 2025Q3: 20,530 shares; 2025Q4: 23,116 shares; 2026Q1: 18,560 shares; 2026Q2: 17,781 shares 17,781 $889K 0.13% -779 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,627 shares; 2024Q4: 12,300 shares; 2025Q1: 11,331 shares; 2025Q2: 15,728 shares; 2025Q3: 20,498 shares; 2025Q4: 23,075 shares; 2026Q1: 18,535 shares; 2026Q2: 17,768 shares 17,768 $888K 0.13% -767 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,091 shares; 2024Q4: 12,741 shares; 2025Q1: 11,735 shares; 2025Q2: 16,287 shares; 2025Q3: 21,117 shares; 2025Q4: 23,778 shares; 2026Q1: 19,198 shares; 2026Q2: 18,461 shares 18,461 $885K 0.13% -737 Timeline UTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,676 shares; 2024Q4: 12,417 shares; 2025Q1: 11,428 shares; 2025Q2: 15,872 shares; 2025Q3: 20,645 shares; 2025Q4: 23,231 shares; 2026Q1: 18,690 shares; 2026Q2: 18,008 shares 18,008 $883K 0.13% -682 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,941 shares; 2024Q4: 2,343 shares; 2025Q1: 2,633 shares; 2025Q2: 1,530 shares; 2025Q3: 1,539 shares; 2025Q4: 1,640 shares; 2026Q1: 1,999 shares; 2026Q2: 1,733 shares 1,733 $867K 0.13% -266 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,138 shares; 2024Q4: 4,833 shares; 2025Q1: 4,785 shares; 2025Q2: 4,591 shares; 2025Q3: 4,345 shares; 2025Q4: 3,780 shares; 2026Q1: 3,770 shares; 2026Q2: 3,743 shares 3,743 $825K 0.12% -27 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 1,093 shares; 2025Q1: 1,449 shares; 2025Q2: 1,599 shares; 2025Q3: 1,769 shares; 2025Q4: 1,881 shares; 2026Q1: 1,958 shares; 2026Q2: 1,960 shares 1,960 $824K 0.12% +2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 590 shares; 2025Q4: 631 shares; 2026Q1: 633 shares; 2026Q2: 621 shares 621 $730K 0.11% -12 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,889 shares; 2024Q4: 13,713 shares; 2025Q1: 13,111 shares; 2025Q2: 12,957 shares; 2025Q3: 12,965 shares; 2025Q4: 13,034 shares; 2026Q1: 13,122 shares; 2026Q2: 13,141 shares 13,141 $690K 0.1% +19 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,039 shares 4,039 $690K 0.1% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 429 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares; 2026Q2: 901 shares 901 $675K 0.1% +58 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 933 shares; 2025Q1: 1,036 shares; 2025Q2: 1,452 shares; 2025Q3: 1,450 shares; 2025Q4: 1,109 shares; 2026Q1: 1,153 shares; 2026Q2: 1,173 shares 1,173 $661K 0.1% +20 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,266 shares; 2025Q4: 1,341 shares; 2026Q1: 1,868 shares; 2026Q2: 1,856 shares 1,856 $656K 0.1% -12 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,609 shares; 2025Q2: 4,232 shares; 2025Q3: 6,704 shares; 2025Q4: 7,885 shares; 2026Q1: 7,224 shares; 2026Q2: 12,856 shares 12,856 $656K 0.1% +5,632 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,271 shares; 2024Q4: 5,625 shares; 2025Q1: 4,622 shares; 2025Q2: 4,802 shares; 2025Q3: 4,730 shares; 2025Q4: 4,711 shares; 2026Q1: 4,501 shares; 2026Q2: 4,399 shares 4,399 $645K 0.1% -102 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,756 shares; 2024Q4: 15,158 shares; 2025Q1: 15,158 shares; 2025Q2: 15,158 shares; 2025Q3: 15,238 shares; 2025Q4: 14,574 shares; 2026Q1: 14,069 shares; 2026Q2: 13,069 shares 13,069 $595K 0.09% -1,000 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,163 shares; 2025Q4: 13,107 shares; 2026Q1: 12,768 shares; 2026Q2: 19,495 shares 19,495 $574K 0.09% +6,727 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,934 shares; 2024Q4: 2,373 shares; 2025Q1: 2,374 shares; 2025Q2: 2,215 shares; 2025Q3: 1,865 shares; 2025Q4: 1,865 shares; 2026Q1: 2,048 shares; 2026Q2: 1,990 shares 1,990 $501K 0.07% -58 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 987 shares; 2025Q2: 1,156 shares; 2025Q3: 1,048 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $489K 0.07% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,301 shares; 2024Q4: 3,425 shares; 2025Q1: 4,504 shares; 2025Q2: 4,857 shares; 2025Q3: 4,452 shares; 2025Q4: 4,229 shares; 2026Q1: 4,551 shares; 2026Q2: 4,291 shares 4,291 $486K 0.07% -260 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,334 shares; 2025Q3: 6,327 shares; 2025Q4: 6,327 shares; 2026Q1: 6,327 shares; 2026Q2: 7,874 shares 7,874 $479K 0.07% +1,547 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,104 shares; 2024Q4: 6,102 shares; 2025Q1: 5,842 shares; 2025Q2: 6,487 shares; 2025Q3: 6,719 shares; 2025Q4: 6,713 shares; 2026Q1: 6,639 shares; 2026Q2: 7,655 shares 7,655 $457K 0.07% +1,016 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,687 shares; 2025Q2: 3,856 shares; 2025Q3: 3,446 shares; 2025Q4: 4,013 shares; 2026Q1: 3,136 shares; 2026Q2: 3,552 shares 3,552 $414K 0.06% +416 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,781 shares; 2024Q4: 10,781 shares; 2025Q1: 10,781 shares; 2025Q2: 10,781 shares; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares; 2026Q1: 8,841 shares; 2026Q2: 8,841 shares 8,841 $405K 0.06% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,485 shares; 2026Q1: 2,469 shares; 2026Q2: 4,017 shares 4,017 $375K 0.06% +1,548 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,743 shares; 2025Q3: 3,832 shares; 2025Q4: 3,661 shares; 2026Q1: 3,664 shares; 2026Q2: 4,687 shares 4,687 $361K 0.05% +1,023 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: not reported; 2025Q1: 3,056 shares; 2025Q2: 2,834 shares; 2025Q3: 2,779 shares; 2025Q4: 2,680 shares; 2026Q1: 2,721 shares; 2026Q2: 2,793 shares 2,793 $359K 0.05% +72 Timeline PPA 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: 2,351 shares; 2025Q1: 2,481 shares; 2025Q2: 2,547 shares; 2025Q3: 2,703 shares; 2025Q4: 2,092 shares; 2026Q1: 2,083 shares; 2026Q2: 1,966 shares 1,966 $347K 0.05% -117 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,358 shares 1,358 $347K 0.05% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 323 shares 323 $344K 0.05% +5 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,295 shares; 2025Q3: 1,107 shares; 2025Q4: 930 shares; 2026Q1: 1,294 shares; 2026Q2: 1,049 shares 1,049 $343K 0.05% -245 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,126 shares; 2026Q1: 3,081 shares; 2026Q2: 2,921 shares 2,921 $343K 0.05% -160 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,408 shares 2,408 $336K 0.05% new Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC 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: 8,625 shares; 2026Q2: 8,625 shares 8,625 $333K 0.05% 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; 2024Q3: 3,925 shares; 2024Q4: 3,934 shares; 2025Q1: 3,934 shares; 2025Q2: 3,936 shares; 2025Q3: 4,322 shares; 2025Q4: 4,297 shares; 2026Q1: 4,120 shares; 2026Q2: 4,007 shares 4,007 $326K 0.05% -113 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: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $318K 0.05% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares; 2026Q2: 631 shares 631 $301K 0.04% -20 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,473 shares; 2024Q4: 2,775 shares; 2025Q1: 2,591 shares; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 2,429 shares; 2026Q1: 3,033 shares; 2026Q2: 3,128 shares 3,128 $299K 0.04% +95 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 732 shares; 2026Q2: 722 shares 722 $282K 0.04% -10 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,840 shares; 2024Q4: 9,907 shares; 2025Q1: 10,201 shares; 2025Q2: 10,201 shares; 2025Q3: 7,520 shares; 2025Q4: 6,666 shares; 2026Q1: 5,997 shares; 2026Q2: 5,820 shares 5,820 $277K 0.04% -177 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,740 shares; 2025Q4: 1,706 shares; 2026Q1: 1,652 shares; 2026Q2: 1,816 shares 1,816 $269K 0.04% +164 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,839 shares; 2026Q2: 7,831 shares 7,831 $268K 0.04% -8 Timeline RWR 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: 2,515 shares; 2024Q4: 2,531 shares; 2025Q1: 2,348 shares; 2025Q2: 2,288 shares; 2025Q3: 2,279 shares; 2025Q4: 2,304 shares; 2026Q1: 2,320 shares; 2026Q2: 2,311 shares 2,311 $261K 0.04% -9 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,185 shares; 2025Q3: 4,642 shares; 2025Q4: 604 shares; 2026Q1: 680 shares; 2026Q2: 689 shares 689 $260K 0.04% +9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,286 shares; 2026Q2: 3,515 shares 3,515 $250K 0.04% +229 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: 736 shares; 2025Q2: 909 shares; 2025Q3: 881 shares; 2025Q4: 864 shares; 2026Q1: 765 shares; 2026Q2: 728 shares 728 $250K 0.04% -37 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 752 shares 752 $248K 0.04% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $248K 0.04% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,376 shares; 2024Q4: 59,898 shares; 2025Q1: 66,360 shares; 2025Q2: 24,815 shares; 2025Q3: 11,273 shares; 2025Q4: 2,581 shares; 2026Q1: 2,182 shares; 2026Q2: 4,362 shares 4,362 $245K 0.04% +2,180 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,434 shares; 2025Q3: 2,770 shares; 2025Q4: 4,944 shares; 2026Q1: 4,806 shares; 2026Q2: 4,572 shares 4,572 $243K 0.04% -234 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 792 shares 792 $240K 0.04% new 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: 2,088 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,680 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares; 2026Q1: 2,684 shares; 2026Q2: 2,699 shares 2,699 $235K 0.03% +15 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,138 shares; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $233K 0.03% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 4,848 shares; 2025Q4: 4,238 shares; 2026Q1: 4,303 shares; 2026Q2: 4,530 shares 4,530 $231K 0.03% +227 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,980 shares; 2025Q1: not reported; 2025Q2: 5,089 shares; 2025Q3: 7,045 shares; 2025Q4: 8,281 shares; 2026Q1: 9,335 shares; 2026Q2: 8,866 shares 8,866 $230K 0.03% -469 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD 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: 5,674 shares 5,674 $224K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 727 shares; 2025Q1: 756 shares; 2025Q2: 962 shares; 2025Q3: 915 shares; 2025Q4: 607 shares; 2026Q1: not reported; 2026Q2: 533 shares 533 $222K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,116 shares; 2026Q1: 9,030 shares; 2026Q2: 9,166 shares 9,166 $221K 0.03% +136 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,858 shares; 2026Q2: 10,645 shares 10,645 $220K 0.03% +787 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,377 shares; 2024Q4: 25,946 shares; 2025Q1: 51,425 shares; 2025Q2: 25,284 shares; 2025Q3: 2,499 shares; 2025Q4: 1,890 shares; 2026Q1: 1,892 shares; 2026Q2: 1,916 shares 1,916 $210K 0.03% +24 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,561 shares 7,561 $209K 0.03% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 3,257 shares 3,257 $209K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,123 shares 1,123 $208K 0.03% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,271 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 838 shares; 2026Q2: 810 shares 810 $206K 0.03% -28 Timeline PPL PPL CORP More: the full row for PPL 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: 5,656 shares 5,656 $206K 0.03% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 9,705 shares 9,705 $204K 0.03% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 15,325 shares; 2026Q1: 15,325 shares; 2026Q2: 15,325 shares 15,325 $86.7K 0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE 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: 20,000 shares 20,000 $36.4K 0.01% new Timeline