SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886,901 shares; 2024Q4: 897,737 shares; 2025Q1: 872,142 shares; 2025Q2: 772,309 shares; 2025Q3: 754,841 shares; 2025Q4: 795,620 shares; 2026Q1: 876,788 shares; 2026Q2: 1,118,353 shares 1,118,353 $98.3M 19.15% +241,565 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,301 shares; 2024Q4: 239,890 shares; 2025Q1: 239,917 shares; 2025Q2: 232,067 shares; 2025Q3: 226,720 shares; 2025Q4: 236,333 shares; 2026Q1: 248,875 shares; 2026Q2: 253,147 shares 253,147 $34.8M 6.79% +4,272 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 757,477 shares; 2026Q2: 865,014 shares 865,014 $31.7M 6.17% +107,537 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,371 shares; 2024Q4: 345,354 shares; 2025Q1: 347,046 shares; 2025Q2: 362,476 shares; 2025Q3: 444,724 shares; 2025Q4: 477,791 shares; 2026Q1: 422,822 shares; 2026Q2: 440,877 shares 440,877 $30M 5.84% +18,055 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,720 shares; 2024Q4: 52,649 shares; 2025Q1: 71,635 shares; 2025Q2: 81,124 shares; 2025Q3: 84,033 shares; 2025Q4: 114,475 shares; 2026Q1: 104,257 shares; 2026Q2: 99,890 shares 99,890 $22.7M 4.42% -4,367 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,559 shares; 2025Q3: 262,871 shares; 2025Q4: 262,184 shares; 2026Q1: 326,924 shares; 2026Q2: 301,030 shares 301,030 $15.9M 3.09% -25,894 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,468 shares; 2024Q4: 36,604 shares; 2025Q1: 50,436 shares; 2025Q2: 61,312 shares; 2025Q3: 73,164 shares; 2025Q4: 75,317 shares; 2026Q1: 42,673 shares; 2026Q2: 42,409 shares 42,409 $15.5M 3.02% -264 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166,954 shares; 2026Q2: 195,227 shares 195,227 $10M 1.95% +28,273 Timeline SPMO 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: 40,597 shares; 2025Q1: 42,630 shares; 2025Q2: 41,202 shares; 2025Q3: 39,953 shares; 2025Q4: 71,160 shares; 2026Q1: 76,156 shares; 2026Q2: 59,679 shares 59,679 $9.64M 1.88% -16,477 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,287 shares; 2025Q2: 23,362 shares; 2025Q3: 94,725 shares; 2025Q4: 159,487 shares; 2026Q1: 225,759 shares; 2026Q2: 184,092 shares 184,092 $9.53M 1.86% -41,667 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,571 shares; 2025Q4: 33,288 shares; 2026Q1: 43,266 shares; 2026Q2: 51,507 shares 51,507 $9.1M 1.77% +8,241 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,524 shares; 2024Q4: 114,202 shares; 2025Q1: 124,043 shares; 2025Q2: 129,755 shares; 2025Q3: 118,576 shares; 2025Q4: 84,523 shares; 2026Q1: 85,759 shares; 2026Q2: 37,807 shares 37,807 $8.3M 1.62% -47,952 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,685 shares; 2026Q2: 159,050 shares 159,050 $8.01M 1.56% +12,365 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,555 shares; 2024Q4: 62,042 shares; 2025Q1: 64,986 shares; 2025Q2: 69,090 shares; 2025Q3: 95,014 shares; 2025Q4: 113,159 shares; 2026Q1: 135,498 shares; 2026Q2: 151,022 shares 151,022 $7.9M 1.54% +15,524 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: 21,138 shares; 2024Q4: 20,927 shares; 2025Q1: 23,916 shares; 2025Q2: 23,759 shares; 2025Q3: 23,086 shares; 2025Q4: 23,477 shares; 2026Q1: 26,621 shares; 2026Q2: 26,657 shares 26,657 $7.71M 1.5% +36 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,552 shares; 2024Q4: 206,052 shares; 2025Q1: 203,544 shares; 2025Q2: 203,542 shares; 2025Q3: 202,442 shares; 2025Q4: 204,549 shares; 2026Q1: 199,774 shares; 2026Q2: 196,050 shares 196,050 $7.38M 1.44% -3,724 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,679 shares; 2024Q4: 10,637 shares; 2025Q1: 10,639 shares; 2025Q2: 10,649 shares; 2025Q3: 10,661 shares; 2025Q4: 10,754 shares; 2026Q1: 10,756 shares; 2026Q2: 10,718 shares 10,718 $7.36M 1.43% -38 Timeline SPMB 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: 208,435 shares; 2024Q4: 209,554 shares; 2025Q1: 213,639 shares; 2025Q2: 222,806 shares; 2025Q3: 236,967 shares; 2025Q4: 257,927 shares; 2026Q1: 279,659 shares; 2026Q2: 328,868 shares 328,868 $7.34M 1.43% +49,209 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: 25,553 shares; 2024Q4: 26,225 shares; 2025Q1: 30,142 shares; 2025Q2: 29,789 shares; 2025Q3: 32,048 shares; 2025Q4: 31,783 shares; 2026Q1: 32,001 shares; 2026Q2: 30,638 shares 30,638 $7.25M 1.41% -1,363 Timeline SPTL 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: 143,233 shares; 2024Q4: 137,269 shares; 2025Q1: 173,437 shares; 2025Q2: 189,516 shares; 2025Q3: 235,839 shares; 2025Q4: 223,966 shares; 2026Q1: 222,401 shares; 2026Q2: 251,553 shares 251,553 $6.6M 1.29% +29,152 Timeline RSPT 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: 277,893 shares; 2024Q4: 282,241 shares; 2025Q1: 285,992 shares; 2025Q2: 262,966 shares; 2025Q3: 110,774 shares; 2025Q4: 98,832 shares; 2026Q1: 97,816 shares; 2026Q2: 90,010 shares 90,010 $5.81M 1.13% -7,806 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172,779 shares; 2026Q2: 222,323 shares 222,323 $5.06M 0.99% +49,544 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170,294 shares 170,294 $4.78M 0.93% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,265 shares; 2024Q4: 86,625 shares; 2025Q1: 85,523 shares; 2025Q2: 85,249 shares; 2025Q3: 82,406 shares; 2025Q4: 79,331 shares; 2026Q1: 78,981 shares; 2026Q2: 78,601 shares 78,601 $4.75M 0.93% -380 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: 10,811 shares; 2024Q4: 10,812 shares; 2025Q1: 12,541 shares; 2025Q2: 12,567 shares; 2025Q3: 12,478 shares; 2025Q4: 12,674 shares; 2026Q1: 12,352 shares; 2026Q2: 12,003 shares 12,003 $4.29M 0.84% -349 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,500 shares; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares; 2025Q2: 28,000 shares; 2025Q3: 27,983 shares; 2025Q4: 27,983 shares; 2026Q1: 27,983 shares; 2026Q2: 27,000 shares 27,000 $4.29M 0.84% -983 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,096 shares; 2025Q1: 69,261 shares; 2025Q2: 67,894 shares; 2025Q3: 91,003 shares; 2025Q4: 91,889 shares; 2026Q1: 50,466 shares; 2026Q2: 51,663 shares 51,663 $4.1M 0.8% +1,197 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $3.9M 0.76% 0 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,228 shares 73,228 $3.68M 0.72% new 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: 7,469 shares; 2024Q4: 7,590 shares; 2025Q1: 9,699 shares; 2025Q2: 9,797 shares; 2025Q3: 9,775 shares; 2025Q4: 9,907 shares; 2026Q1: 9,863 shares; 2026Q2: 9,821 shares 9,821 $3.66M 0.71% -42 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,598 shares; 2024Q4: 11,853 shares; 2025Q1: 11,748 shares; 2025Q2: 11,732 shares; 2025Q3: 11,705 shares; 2025Q4: 11,715 shares; 2026Q1: 11,675 shares; 2026Q2: 10,608 shares 10,608 $3.64M 0.71% -1,067 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,598 shares; 2024Q4: 14,634 shares; 2025Q1: 14,699 shares; 2025Q2: 14,701 shares; 2025Q3: 14,726 shares; 2025Q4: 14,719 shares; 2026Q1: 14,656 shares; 2026Q2: 14,381 shares 14,381 $3.62M 0.71% -275 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: 30,522 shares; 2024Q4: 30,318 shares; 2025Q1: 30,347 shares; 2025Q2: 30,226 shares; 2025Q3: 30,136 shares; 2025Q4: 29,992 shares; 2026Q1: 29,973 shares; 2026Q2: 29,225 shares 29,225 $3.31M 0.65% -748 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: 10,731 shares; 2024Q4: 10,694 shares; 2025Q1: 12,707 shares; 2025Q2: 12,737 shares; 2025Q3: 12,706 shares; 2025Q4: 12,824 shares; 2026Q1: 12,915 shares; 2026Q2: 12,981 shares 12,981 $3.09M 0.6% +66 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,076 shares; 2024Q4: 58,477 shares; 2025Q1: 64,264 shares; 2025Q2: 55,820 shares; 2025Q3: 51,048 shares; 2025Q4: 48,902 shares; 2026Q1: 48,628 shares; 2026Q2: 56,575 shares 56,575 $2.86M 0.56% +7,947 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: not reported; 2024Q4: not reported; 2025Q1: 5,584 shares; 2025Q2: 5,583 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 5,578 shares; 2026Q2: 22,311 shares 22,311 $2.77M 0.54% +16,733 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: 11,514 shares; 2024Q4: 13,083 shares; 2025Q1: 13,000 shares; 2025Q2: 13,122 shares; 2025Q3: 13,101 shares; 2025Q4: 13,034 shares; 2026Q1: 13,023 shares; 2026Q2: 12,951 shares 12,951 $2.59M 0.51% -72 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,955 shares; 2025Q1: 9,497 shares; 2025Q2: 27,565 shares; 2025Q3: 34,536 shares; 2025Q4: 42,201 shares; 2026Q1: 45,475 shares; 2026Q2: 50,170 shares 50,170 $2.53M 0.49% +4,695 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,587 shares; 2024Q4: 73,026 shares; 2025Q1: 68,103 shares; 2025Q2: 68,132 shares; 2025Q3: 63,656 shares; 2025Q4: 65,109 shares; 2026Q1: 52,721 shares; 2026Q2: 45,737 shares 45,737 $2.19M 0.43% -6,984 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: 3,111 shares; 2024Q4: 3,079 shares; 2025Q1: 3,979 shares; 2025Q2: 3,981 shares; 2025Q3: 3,981 shares; 2025Q4: 3,981 shares; 2026Q1: 4,152 shares; 2026Q2: 24,911 shares 24,911 $2.15M 0.42% +20,759 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,428 shares; 2024Q4: 21,359 shares; 2025Q1: 24,540 shares; 2025Q2: 24,624 shares; 2025Q3: 26,052 shares; 2025Q4: 25,375 shares; 2026Q1: 25,153 shares; 2026Q2: 20,971 shares 20,971 $2.02M 0.39% -4,182 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 841 shares; 2025Q1: 4,958 shares; 2025Q2: 5,279 shares; 2025Q3: 5,179 shares; 2025Q4: 5,112 shares; 2026Q1: 5,038 shares; 2026Q2: 4,852 shares 4,852 $1.99M 0.39% -186 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 5,832 shares; 2025Q1: 9,561 shares; 2025Q2: 8,680 shares; 2025Q3: 8,407 shares; 2025Q4: 8,654 shares; 2026Q1: 12,851 shares; 2026Q2: 12,006 shares 12,006 $1.97M 0.38% -845 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,229 shares; 2024Q4: 30,737 shares; 2025Q1: 25,744 shares; 2025Q2: 23,769 shares; 2025Q3: 19,683 shares; 2025Q4: 23,839 shares; 2026Q1: 21,981 shares; 2026Q2: 16,990 shares 16,990 $1.83M 0.36% -4,991 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,489 shares; 2024Q4: 10,755 shares; 2025Q1: 10,245 shares; 2025Q2: 12,155 shares; 2025Q3: 13,425 shares; 2025Q4: 13,255 shares; 2026Q1: 13,552 shares; 2026Q2: 13,316 shares 13,316 $1.8M 0.35% -236 Timeline PRF 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: 31,218 shares; 2024Q4: 30,729 shares; 2025Q1: 29,917 shares; 2025Q2: 29,832 shares; 2025Q3: 29,810 shares; 2025Q4: 29,832 shares; 2026Q1: 29,832 shares; 2026Q2: 29,810 shares 29,810 $1.61M 0.31% -22 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,598 shares; 2024Q4: 25,521 shares; 2025Q1: 24,096 shares; 2025Q2: 27,874 shares; 2025Q3: 28,875 shares; 2025Q4: 35,615 shares; 2026Q1: 29,626 shares; 2026Q2: 30,157 shares 30,157 $1.52M 0.3% +531 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,275 shares; 2024Q4: 15,246 shares; 2025Q1: 15,253 shares; 2025Q2: 15,253 shares; 2025Q3: 15,088 shares; 2025Q4: 15,089 shares; 2026Q1: 14,811 shares; 2026Q2: 14,812 shares 14,812 $1.34M 0.26% +1 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: 13,877 shares; 2024Q4: 13,935 shares; 2025Q1: 13,977 shares; 2025Q2: 13,935 shares; 2025Q3: 14,176 shares; 2025Q4: 13,783 shares; 2026Q1: 13,837 shares; 2026Q2: 13,936 shares 13,936 $1.33M 0.26% +99 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 2,991 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,991 shares; 2026Q2: 14,888 shares 14,888 $1.31M 0.26% +11,897 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,220 shares; 2025Q1: 14,220 shares; 2025Q2: 12,620 shares; 2025Q3: 25,000 shares; 2025Q4: 25,700 shares; 2026Q1: 25,700 shares; 2026Q2: 25,800 shares 25,800 $1.3M 0.25% +100 Timeline RPG 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: 20,811 shares; 2024Q4: 20,812 shares; 2025Q1: 20,807 shares; 2025Q2: 20,817 shares; 2025Q3: 20,787 shares; 2025Q4: 20,697 shares; 2026Q1: 19,763 shares; 2026Q2: 19,448 shares 19,448 $1.24M 0.24% -315 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,795 shares; 2024Q4: 11,210 shares; 2025Q1: 11,656 shares; 2025Q2: 9,520 shares; 2025Q3: 9,679 shares; 2025Q4: 12,215 shares; 2026Q1: 12,146 shares; 2026Q2: 13,994 shares 13,994 $1.23M 0.24% +1,848 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 4,932 shares; 2025Q1: 5,023 shares; 2025Q2: 4,966 shares; 2025Q3: 4,877 shares; 2025Q4: 4,948 shares; 2026Q1: 4,848 shares; 2026Q2: 4,831 shares 4,831 $1.23M 0.24% -17 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,645 shares; 2024Q4: 5,649 shares; 2025Q1: 5,652 shares; 2025Q2: 5,581 shares; 2025Q3: 5,585 shares; 2025Q4: 5,513 shares; 2026Q1: 5,517 shares; 2026Q2: 5,381 shares 5,381 $1.2M 0.23% -136 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,508 shares; 2025Q1: 11,802 shares; 2025Q2: 15,791 shares; 2025Q3: 16,513 shares; 2025Q4: 17,694 shares; 2026Q1: 18,492 shares; 2026Q2: 33,188 shares 33,188 $1.12M 0.22% +14,696 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,537 shares; 2024Q4: 23,342 shares; 2025Q1: 20,700 shares; 2025Q2: 20,576 shares; 2025Q3: 20,861 shares; 2025Q4: 20,973 shares; 2026Q1: 23,474 shares; 2026Q2: 22,838 shares 22,838 $1.05M 0.21% -636 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: 798 shares; 2024Q4: 808 shares; 2025Q1: 845 shares; 2025Q2: 838 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 844 shares; 2026Q2: 872 shares 872 $1.05M 0.2% +28 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,264 shares; 2024Q4: 6,423 shares; 2025Q1: 8,077 shares; 2025Q2: 10,825 shares; 2025Q3: 10,272 shares; 2025Q4: 10,334 shares; 2026Q1: 10,373 shares; 2026Q2: 10,276 shares 10,276 $1.04M 0.2% -97 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: 3,489 shares; 2024Q4: 3,488 shares; 2025Q1: 4,335 shares; 2025Q2: 4,335 shares; 2025Q3: 4,355 shares; 2025Q4: 4,347 shares; 2026Q1: 4,704 shares; 2026Q2: 4,704 shares 4,704 $1.03M 0.2% 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: 12,699 shares; 2024Q4: 12,615 shares; 2025Q1: 12,712 shares; 2025Q2: 12,672 shares; 2025Q3: 12,704 shares; 2025Q4: 12,602 shares; 2026Q1: 12,501 shares; 2026Q2: 12,418 shares 12,418 $1.01M 0.2% -83 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: 7,565 shares; 2024Q4: 7,853 shares; 2025Q1: 7,918 shares; 2025Q2: 7,811 shares; 2025Q3: 7,743 shares; 2025Q4: 7,682 shares; 2026Q1: 7,599 shares; 2026Q2: 6,844 shares 6,844 $1M 0.2% -755 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: 1,493 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,082 shares; 2025Q4: 3,031 shares; 2026Q1: 3,035 shares; 2026Q2: 12,144 shares 12,144 $978K 0.19% +9,109 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,699 shares; 2025Q1: 2,398 shares; 2025Q2: 2,371 shares; 2025Q3: 2,368 shares; 2025Q4: 2,337 shares; 2026Q1: 2,358 shares; 2026Q2: 1,857 shares 1,857 $954K 0.19% -501 Timeline FNDF 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: 12,301 shares; 2025Q3: 13,248 shares; 2025Q4: 14,193 shares; 2026Q1: 12,838 shares; 2026Q2: 17,960 shares 17,960 $948K 0.18% +5,122 Timeline QLTA 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: 4,731 shares; 2025Q1: 7,753 shares; 2025Q2: 13,079 shares; 2025Q3: 24,340 shares; 2025Q4: 23,007 shares; 2026Q1: 20,848 shares; 2026Q2: 19,692 shares 19,692 $936K 0.18% -1,156 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: 1,402 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $920K 0.18% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,584 shares; 2026Q2: 10,038 shares 10,038 $911K 0.18% +454 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,039 shares; 2024Q4: 2,125 shares; 2025Q1: 2,532 shares; 2025Q2: 2,526 shares; 2025Q3: 2,527 shares; 2025Q4: 2,578 shares; 2026Q1: 2,557 shares; 2026Q2: 2,457 shares 2,457 $867K 0.17% -100 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,768 shares; 2025Q1: 3,832 shares; 2025Q2: 3,724 shares; 2025Q3: 3,725 shares; 2025Q4: 3,731 shares; 2026Q1: 3,769 shares; 2026Q2: 2,478 shares 2,478 $850K 0.17% -1,291 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,029 shares; 2024Q4: 5,035 shares; 2025Q1: 5,132 shares; 2025Q2: 5,138 shares; 2025Q3: 5,325 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,125 shares 5,125 $839K 0.16% -175 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,778 shares; 2025Q1: not reported; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,707 shares; 2026Q1: 1,682 shares; 2026Q2: 1,439 shares 1,439 $836K 0.16% -243 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,143 shares; 2024Q4: 6,151 shares; 2025Q1: 6,164 shares; 2025Q2: 6,219 shares; 2025Q3: 6,242 shares; 2025Q4: 6,977 shares; 2026Q1: 7,284 shares; 2026Q2: 7,306 shares 7,306 $826K 0.16% +22 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: 2,799 shares; 2024Q4: 2,708 shares; 2025Q1: 2,651 shares; 2025Q2: 2,672 shares; 2025Q3: 2,676 shares; 2025Q4: 2,682 shares; 2026Q1: 2,626 shares; 2026Q2: 2,303 shares 2,303 $754K 0.15% -323 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,193 shares; 2024Q4: 24,447 shares; 2025Q1: 99,655 shares; 2025Q2: 24,609 shares; 2025Q3: 18,473 shares; 2025Q4: 16,223 shares; 2026Q1: 16,040 shares; 2026Q2: 15,943 shares 15,943 $748K 0.15% -97 Timeline BOXX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,410 shares; 2025Q4: 6,332 shares; 2026Q1: 6,283 shares; 2026Q2: 6,274 shares 6,274 $735K 0.14% -9 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: 1,450 shares; 2025Q1: 1,521 shares; 2025Q2: 1,558 shares; 2025Q3: 1,560 shares; 2025Q4: 1,551 shares; 2026Q1: 1,419 shares; 2026Q2: 1,437 shares 1,437 $686K 0.13% +18 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,795 shares; 2024Q4: 13,426 shares; 2025Q1: 14,282 shares; 2025Q2: 13,159 shares; 2025Q3: 14,472 shares; 2025Q4: 17,565 shares; 2026Q1: 16,035 shares; 2026Q2: 23,616 shares 23,616 $686K 0.13% +7,581 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,726 shares; 2025Q4: 1,692 shares; 2026Q1: 1,693 shares; 2026Q2: 1,694 shares 1,694 $655K 0.13% +1 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: 10,549 shares; 2024Q4: 6,552 shares; 2025Q1: 7,083 shares; 2025Q2: 6,949 shares; 2025Q3: 7,414 shares; 2025Q4: 7,890 shares; 2026Q1: 8,673 shares; 2026Q2: 8,911 shares 8,911 $635K 0.12% +238 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,187 shares; 2024Q4: 11,123 shares; 2025Q1: 11,123 shares; 2025Q2: 11,119 shares; 2025Q3: 10,992 shares; 2025Q4: 11,353 shares; 2026Q1: 11,293 shares; 2026Q2: 10,975 shares 10,975 $634K 0.12% -318 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: 4,386 shares; 2024Q4: 4,491 shares; 2025Q1: 4,581 shares; 2025Q2: 4,511 shares; 2025Q3: 4,393 shares; 2025Q4: 4,576 shares; 2026Q1: 4,502 shares; 2026Q2: 4,510 shares 4,510 $617K 0.12% +8 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: 2,460 shares; 2024Q4: 2,288 shares; 2025Q1: 2,344 shares; 2025Q2: 2,335 shares; 2025Q3: 1,850 shares; 2025Q4: 1,847 shares; 2026Q1: 1,883 shares; 2026Q2: 1,653 shares 1,653 $612K 0.12% -230 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,608 shares; 2024Q4: 5,173 shares; 2025Q1: 4,929 shares; 2025Q2: 5,803 shares; 2025Q3: 5,789 shares; 2025Q4: 5,872 shares; 2026Q1: 6,666 shares; 2026Q2: 6,396 shares 6,396 $612K 0.12% -270 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,231 shares; 2025Q1: 3,233 shares; 2025Q2: 3,532 shares; 2025Q3: 3,534 shares; 2025Q4: 3,942 shares; 2026Q1: 3,944 shares; 2026Q2: 3,326 shares 3,326 $602K 0.12% -618 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 4,651 shares; 2025Q1: 7,552 shares; 2025Q2: 7,565 shares; 2025Q3: 7,637 shares; 2025Q4: 6,938 shares; 2026Q1: 7,080 shares; 2026Q2: 7,177 shares 7,177 $601K 0.12% +97 Timeline XNTK 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: 975 shares; 2025Q3: 1,027 shares; 2025Q4: 1,130 shares; 2026Q1: 1,534 shares; 2026Q2: 1,531 shares 1,531 $598K 0.12% -3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,663 shares; 2024Q4: 6,694 shares; 2025Q1: 6,912 shares; 2025Q2: 7,006 shares; 2025Q3: 7,011 shares; 2025Q4: 7,015 shares; 2026Q1: 6,891 shares; 2026Q2: 6,721 shares 6,721 $590K 0.11% -170 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: 564 shares; 2024Q4: 504 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 730 shares; 2026Q2: 774 shares 774 $578K 0.11% +44 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 7,400 shares; 2026Q2: 7,400 shares 7,400 $554K 0.11% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,912 shares; 2025Q3: 17,820 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,233 shares 29,233 $553K 0.11% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,276 shares 1,276 $544K 0.11% -38 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: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,660 shares; 2025Q3: 4,660 shares; 2025Q4: 4,663 shares; 2026Q1: 4,680 shares; 2026Q2: 4,622 shares 4,622 $543K 0.11% -58 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,491 shares; 2026Q1: 2,890 shares; 2026Q2: 5,722 shares 5,722 $541K 0.11% +2,832 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: not reported; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $541K 0.11% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares; 2025Q3: 7,877 shares; 2025Q4: 7,978 shares; 2026Q1: 9,041 shares; 2026Q2: 4,887 shares 4,887 $525K 0.1% -4,154 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $515K 0.1% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $507K 0.1% 0 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: 1,152 shares; 2025Q1: not reported; 2025Q2: 1,236 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,228 shares; 2026Q2: 1,433 shares 1,433 $506K 0.1% +205 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 2,036 shares; 2025Q2: 1,963 shares; 2025Q3: 1,904 shares; 2025Q4: 1,909 shares; 2026Q1: 1,871 shares; 2026Q2: 1,857 shares 1,857 $505K 0.1% -14 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: 3,601 shares 3,601 $503K 0.1% 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: 1,673 shares; 2024Q4: 1,702 shares; 2025Q1: 1,540 shares; 2025Q2: 1,521 shares; 2025Q3: 1,564 shares; 2025Q4: 1,681 shares; 2026Q1: 1,679 shares; 2026Q2: 1,182 shares 1,182 $491K 0.1% -497 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: 483 shares; 2024Q4: 497 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 502 shares; 2025Q4: 501 shares; 2026Q1: 496 shares; 2026Q2: 523 shares 523 $489K 0.1% +27 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: 5,563 shares; 2025Q1: 5,605 shares; 2025Q2: 5,682 shares; 2025Q3: 5,722 shares; 2025Q4: 6,058 shares; 2026Q1: 6,200 shares; 2026Q2: 6,236 shares 6,236 $487K 0.09% +36 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares; 2026Q2: 17,756 shares 17,756 $487K 0.09% +16,071 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,583 shares; 2025Q1: 2,605 shares; 2025Q2: 2,667 shares; 2025Q3: 2,683 shares; 2025Q4: 2,684 shares; 2026Q1: 2,651 shares; 2026Q2: 2,537 shares 2,537 $481K 0.09% -114 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 3,332 shares; 2025Q3: 3,335 shares; 2025Q4: 3,337 shares; 2026Q1: 3,328 shares; 2026Q2: 3,330 shares 3,330 $477K 0.09% +2 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,707 shares; 2024Q4: 18,176 shares; 2025Q1: 18,808 shares; 2025Q2: 19,695 shares; 2025Q3: 10,020 shares; 2025Q4: 9,728 shares; 2026Q1: 9,728 shares; 2026Q2: 9,470 shares 9,470 $475K 0.09% -258 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 924 shares; 2026Q1: 917 shares; 2026Q2: 717 shares 717 $460K 0.09% -200 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 9,150 shares; 2025Q4: 9,150 shares; 2026Q1: 9,150 shares; 2026Q2: 9,150 shares 9,150 $459K 0.09% 0 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: 20,681 shares; 2024Q4: 20,383 shares; 2025Q1: 16,051 shares; 2025Q2: 11,028 shares; 2025Q3: 11,201 shares; 2025Q4: 9,758 shares; 2026Q1: 9,791 shares; 2026Q2: 8,091 shares 8,091 $457K 0.09% -1,700 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,085 shares; 2024Q4: 18,419 shares; 2025Q1: 10,868 shares; 2025Q2: 9,865 shares; 2025Q3: 9,861 shares; 2025Q4: 9,271 shares; 2026Q1: 9,271 shares; 2026Q2: 9,271 shares 9,271 $455K 0.09% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,149 shares; 2025Q3: 47,876 shares; 2025Q4: 53,631 shares; 2026Q1: 57,021 shares; 2026Q2: 8,898 shares 8,898 $450K 0.09% -48,123 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,013 shares; 2025Q2: 42,578 shares; 2025Q3: 51,558 shares; 2025Q4: 44,616 shares; 2026Q1: 13,550 shares; 2026Q2: 9,026 shares 9,026 $449K 0.09% -4,524 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,400 shares; 2025Q1: 5,435 shares; 2025Q2: 5,435 shares; 2025Q3: 5,435 shares; 2025Q4: 5,435 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $446K 0.09% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 4,892 shares; 2025Q1: 4,892 shares; 2025Q2: 4,892 shares; 2025Q3: 4,400 shares; 2025Q4: 4,200 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $440K 0.09% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,956 shares; 2025Q1: 1,972 shares; 2025Q2: 2,007 shares; 2025Q3: 2,019 shares; 2025Q4: 2,035 shares; 2026Q1: 2,002 shares; 2026Q2: 2,003 shares 2,003 $427K 0.08% +1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,009 shares; 2024Q4: 14,009 shares; 2025Q1: 14,009 shares; 2025Q2: 14,009 shares; 2025Q3: 14,009 shares; 2025Q4: 14,009 shares; 2026Q1: 13,899 shares; 2026Q2: 13,899 shares 13,899 $424K 0.08% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,812 shares; 2024Q4: 1,474 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,469 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $411K 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,770 shares; 2025Q1: 1,809 shares; 2025Q2: 1,773 shares; 2025Q3: 1,742 shares; 2025Q4: 1,726 shares; 2026Q1: 1,532 shares; 2026Q2: 1,483 shares 1,483 $401K 0.08% -49 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 883 shares; 2025Q2: 1,376 shares; 2025Q3: 1,112 shares; 2025Q4: 1,103 shares; 2026Q1: 756 shares; 2026Q2: 1,145 shares 1,145 $394K 0.08% +389 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 4,067 shares; 2025Q1: 3,967 shares; 2025Q2: 3,967 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: 3,983 shares; 2026Q2: 4,056 shares 4,056 $390K 0.08% +73 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares; 2026Q2: 1,290 shares 1,290 $389K 0.08% +1,141 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,876 shares; 2025Q3: 4,186 shares; 2025Q4: 4,813 shares; 2026Q1: 4,963 shares; 2026Q2: 4,689 shares 4,689 $388K 0.08% -274 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 3,389 shares; 2025Q1: 3,255 shares; 2025Q2: 3,256 shares; 2025Q3: 3,218 shares; 2025Q4: 3,220 shares; 2026Q1: 3,221 shares; 2026Q2: 3,492 shares 3,492 $385K 0.08% +271 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,416 shares; 2024Q4: 8,416 shares; 2025Q1: 8,416 shares; 2025Q2: 8,416 shares; 2025Q3: 8,416 shares; 2025Q4: 8,416 shares; 2026Q1: 8,416 shares; 2026Q2: 8,416 shares 8,416 $374K 0.07% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,768 shares; 2026Q1: 7,379 shares; 2026Q2: 4,212 shares 4,212 $374K 0.07% -3,167 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 3,559 shares; 2025Q1: 3,756 shares; 2025Q2: 3,544 shares; 2025Q3: 3,491 shares; 2025Q4: 3,307 shares; 2026Q1: 1,790 shares; 2026Q2: 865 shares 865 $373K 0.07% -925 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: 3,309 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 3,309 shares; 2026Q1: 3,310 shares; 2026Q2: 6,621 shares 6,621 $372K 0.07% +3,311 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,435 shares 7,435 $371K 0.07% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 409 shares; 2025Q2: 416 shares; 2025Q3: 405 shares; 2025Q4: 400 shares; 2026Q1: 390 shares; 2026Q2: 384 shares 384 $369K 0.07% -6 Timeline HYGW 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: 11,474 shares; 2025Q2: 17,500 shares; 2025Q3: 16,635 shares; 2025Q4: 20,335 shares; 2026Q1: 14,876 shares; 2026Q2: 12,336 shares 12,336 $359K 0.07% -2,540 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,989 shares; 2024Q4: 1,529 shares; 2025Q1: 1,566 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,496 shares; 2026Q1: 1,555 shares; 2026Q2: 1,591 shares 1,591 $356K 0.07% +36 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,341 shares; 2024Q4: 16,501 shares; 2025Q1: 10,895 shares; 2025Q2: 8,504 shares; 2025Q3: 7,755 shares; 2025Q4: 8,641 shares; 2026Q1: 7,499 shares; 2026Q2: 4,118 shares 4,118 $356K 0.07% -3,381 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 685 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $353K 0.07% 0 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: 1,377 shares; 2024Q4: 1,424 shares; 2025Q1: 1,261 shares; 2025Q2: 1,241 shares; 2025Q3: 1,061 shares; 2025Q4: 1,063 shares; 2026Q1: 1,040 shares; 2026Q2: 1,149 shares 1,149 $348K 0.07% +109 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: 2,752 shares; 2024Q4: 2,714 shares; 2025Q1: 2,694 shares; 2025Q2: 2,657 shares; 2025Q3: 2,661 shares; 2025Q4: 2,938 shares; 2026Q1: 2,706 shares; 2026Q2: 2,708 shares 2,708 $348K 0.07% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,256 shares; 2026Q1: 2,878 shares; 2026Q2: 2,887 shares 2,887 $343K 0.07% +9 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 780 shares 780 $338K 0.07% new 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: 23,476 shares; 2024Q4: 18,039 shares; 2025Q1: 16,071 shares; 2025Q2: 16,099 shares; 2025Q3: 16,127 shares; 2025Q4: 16,085 shares; 2026Q1: 16,116 shares; 2026Q2: 16,187 shares 16,187 $335K 0.07% +71 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,151 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 897 shares 897 $325K 0.06% -202 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,550 shares 12,550 $313K 0.06% 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; 2024Q3: 4,348 shares; 2024Q4: 4,348 shares; 2025Q1: 4,348 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 4,348 shares; 2026Q1: 4,348 shares; 2026Q2: 4,306 shares 4,306 $310K 0.06% -42 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 304 shares; 2026Q2: 306 shares 306 $310K 0.06% +2 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: 636 shares; 2024Q4: 676 shares; 2025Q1: 626 shares; 2025Q2: 625 shares; 2025Q3: 599 shares; 2025Q4: 613 shares; 2026Q1: 601 shares; 2026Q2: 543 shares 543 $306K 0.06% -58 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,608 shares; 2025Q2: 9,203 shares; 2025Q3: 10,153 shares; 2025Q4: 10,122 shares; 2026Q1: 10,745 shares; 2026Q2: 11,904 shares 11,904 $306K 0.06% +1,159 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,622 shares; 2024Q4: 11,084 shares; 2025Q1: 9,908 shares; 2025Q2: 9,963 shares; 2025Q3: 9,972 shares; 2025Q4: 8,592 shares; 2026Q1: 8,603 shares; 2026Q2: 7,212 shares 7,212 $305K 0.06% -1,391 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: 4,741 shares; 2024Q4: 4,567 shares; 2025Q1: 7,424 shares; 2025Q2: 8,033 shares; 2025Q3: 4,359 shares; 2025Q4: 4,105 shares; 2026Q1: 4,005 shares; 2026Q2: 3,674 shares 3,674 $304K 0.06% -331 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,574 shares 11,574 $296K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 802 shares 802 $295K 0.06% +10 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: 1,005 shares; 2025Q3: 1,062 shares; 2025Q4: 1,019 shares; 2026Q1: 899 shares; 2026Q2: 775 shares 775 $293K 0.06% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 685 shares; 2025Q4: 673 shares; 2026Q1: 670 shares; 2026Q2: 692 shares 692 $291K 0.06% +22 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,016 shares; 2025Q4: 1,017 shares; 2026Q1: 997 shares; 2026Q2: 1,022 shares 1,022 $282K 0.05% +25 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,923 shares; 2026Q1: 4,909 shares; 2026Q2: 4,912 shares 4,912 $280K 0.05% +3 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,156 shares; 2025Q1: 2,159 shares; 2025Q2: 2,304 shares; 2025Q3: 2,340 shares; 2025Q4: 2,370 shares; 2026Q1: 2,427 shares; 2026Q2: 1,629 shares 1,629 $277K 0.05% -798 Timeline JMOM 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: not reported; 2025Q2: 3,938 shares; 2025Q3: 3,698 shares; 2025Q4: 3,946 shares; 2026Q1: 3,716 shares; 2026Q2: 3,218 shares 3,218 $275K 0.05% -498 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,485 shares; 2026Q2: 4,361 shares 4,361 $270K 0.05% -124 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,998 shares; 2025Q3: 6,992 shares; 2025Q4: 7,781 shares; 2026Q1: 7,970 shares; 2026Q2: 8,059 shares 8,059 $268K 0.05% +89 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,905 shares; 2026Q2: 1,847 shares 1,847 $267K 0.05% -58 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: not reported; 2026Q2: 1,401 shares 1,401 $267K 0.05% new Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,899 shares 4,899 $264K 0.05% new 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: 4,639 shares; 2024Q4: 4,422 shares; 2025Q1: 3,846 shares; 2025Q2: 3,931 shares; 2025Q3: 3,460 shares; 2025Q4: 3,415 shares; 2026Q1: 3,413 shares; 2026Q2: 3,373 shares 3,373 $260K 0.05% -40 Timeline XSOE 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: 6,740 shares; 2025Q3: 7,084 shares; 2025Q4: 7,297 shares; 2026Q1: 5,053 shares; 2026Q2: 5,281 shares 5,281 $260K 0.05% +228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares 339 $250K 0.05% new Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,281 shares; 2024Q4: 9,281 shares; 2025Q1: 9,281 shares; 2025Q2: 9,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,420 shares; 2026Q2: 9,282 shares 9,282 $249K 0.05% -138 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,018 shares; 2026Q1: 1,006 shares; 2026Q2: 1,007 shares 1,007 $248K 0.05% +1 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,805 shares; 2025Q3: 9,805 shares; 2025Q4: 9,805 shares; 2026Q1: 9,805 shares; 2026Q2: 9,805 shares 9,805 $247K 0.05% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,541 shares; 2024Q4: 1,541 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,467 shares; 2026Q2: 1,464 shares 1,464 $244K 0.05% -3 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: 3,907 shares; 2024Q4: 5,195 shares; 2025Q1: 5,307 shares; 2025Q2: 5,264 shares; 2025Q3: 5,350 shares; 2025Q4: 5,745 shares; 2026Q1: 3,591 shares; 2026Q2: 1,541 shares 1,541 $244K 0.05% -2,050 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $243K 0.05% 0 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 700 shares 700 $241K 0.05% -39 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 2,745 shares 2,745 $235K 0.05% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares; 2026Q2: 899 shares 899 $234K 0.05% +2 Timeline SPLV 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: 3,528 shares; 2024Q4: 3,235 shares; 2025Q1: 3,235 shares; 2025Q2: 3,125 shares; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $232K 0.05% 0 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: not reported; 2026Q2: 216 shares 216 $230K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $228K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $226K 0.04% 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: 9,682 shares; 2024Q4: 7,706 shares; 2025Q1: not reported; 2025Q2: 8,882 shares; 2025Q3: 7,910 shares; 2025Q4: not reported; 2026Q1: 7,963 shares; 2026Q2: 9,309 shares 9,309 $224K 0.04% +1,346 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $221K 0.04% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,627 shares; 2026Q2: 7,625 shares 7,625 $216K 0.04% -2 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares 2,702 $216K 0.04% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 738 shares; 2025Q1: 737 shares; 2025Q2: 728 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 723 shares; 2026Q2: 424 shares 424 $216K 0.04% -299 Timeline JVAL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,623 shares 3,623 $212K 0.04% new Timeline AGZ 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: 2,038 shares; 2025Q2: 1,975 shares; 2025Q3: 1,927 shares; 2025Q4: 1,900 shares; 2026Q1: 1,897 shares; 2026Q2: 1,933 shares 1,933 $211K 0.04% +36 Timeline SMB 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: 28,142 shares; 2024Q4: 19,953 shares; 2025Q1: 22,181 shares; 2025Q2: 25,646 shares; 2025Q3: 20,804 shares; 2025Q4: 19,238 shares; 2026Q1: 14,234 shares; 2026Q2: 11,407 shares 11,407 $198K 0.04% -2,827 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,318 shares; 2024Q4: 14,457 shares; 2025Q1: 14,275 shares; 2025Q2: 14,275 shares; 2025Q3: 14,275 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares; 2026Q2: 12,100 shares 12,100 $168K 0.03% 0 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,578 shares; 2024Q4: 18,578 shares; 2025Q1: 18,578 shares; 2025Q2: 18,578 shares; 2025Q3: 12,990 shares; 2025Q4: 12,990 shares; 2026Q1: 12,990 shares; 2026Q2: 12,990 shares 12,990 $155K 0.03% 0 Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,443 shares; 2026Q2: 10,823 shares 10,823 $146K 0.03% +380 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,175 shares; 2024Q4: 10,175 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,875 shares; 2025Q4: 10,875 shares; 2026Q1: 10,875 shares; 2026Q2: 10,875 shares 10,875 $105K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,827 shares; 2024Q4: 12,992 shares; 2025Q1: 13,159 shares; 2025Q2: 13,323 shares; 2025Q3: 13,478 shares; 2025Q4: 13,626 shares; 2026Q1: 13,769 shares; 2026Q2: 13,916 shares 13,916 $67.4K 0.01% +147 Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA 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: 10,000 shares 10,000 $1.41K <0.01% new Timeline