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: 28,472 shares; 2024Q4: 28,834 shares; 2025Q1: 26,775 shares; 2025Q2: 26,775 shares; 2025Q3: 26,291 shares; 2025Q4: 25,116 shares; 2026Q1: 25,801 shares; 2026Q2: 155,917 shares 155,917 $13.4M 3.69% +130,116 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: 180,418 shares; 2024Q4: 192,444 shares; 2025Q1: 181,887 shares; 2025Q2: 181,887 shares; 2025Q3: 185,919 shares; 2025Q4: 183,344 shares; 2026Q1: 185,188 shares; 2026Q2: 185,986 shares 185,986 $13.3M 3.64% +798 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,356 shares; 2024Q4: 67,516 shares; 2025Q1: 219,040 shares; 2025Q2: 219,040 shares; 2025Q3: 376,857 shares; 2025Q4: 448,925 shares; 2026Q1: 441,417 shares; 2026Q2: 497,573 shares 497,573 $11.7M 3.2% +56,156 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: 45,458 shares; 2024Q4: 47,327 shares; 2025Q1: 44,464 shares; 2025Q2: 44,464 shares; 2025Q3: 46,262 shares; 2025Q4: 45,895 shares; 2026Q1: 46,948 shares; 2026Q2: 48,340 shares 48,340 $10.5M 2.9% +1,392 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,961 shares; 2024Q4: 195,412 shares; 2025Q1: 197,581 shares; 2025Q2: 197,581 shares; 2025Q3: 167,349 shares; 2025Q4: 159,984 shares; 2026Q1: 125,601 shares; 2026Q2: 111,996 shares 111,996 $9.84M 2.71% -13,605 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: 44,870 shares; 2024Q4: 48,358 shares; 2025Q1: 49,655 shares; 2025Q2: 49,655 shares; 2025Q3: 50,356 shares; 2025Q4: 50,272 shares; 2026Q1: 45,998 shares; 2026Q2: 32,827 shares 32,827 $9.5M 2.61% -13,171 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,639 shares; 2025Q1: 192,050 shares; 2025Q2: 192,050 shares; 2025Q3: 277,459 shares; 2025Q4: 332,121 shares; 2026Q1: 334,840 shares; 2026Q2: 360,978 shares 360,978 $9.36M 2.58% +26,138 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,699 shares; 2025Q4: 185,484 shares; 2026Q1: 287,955 shares; 2026Q2: 320,829 shares 320,829 $8.21M 2.26% +32,874 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243,929 shares; 2026Q2: 273,420 shares 273,420 $8.15M 2.24% +29,491 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190,678 shares; 2025Q4: 233,476 shares; 2026Q1: 351,530 shares; 2026Q2: 397,811 shares 397,811 $8.02M 2.21% +46,281 Timeline FPEI 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: 406,304 shares; 2024Q4: 406,786 shares; 2025Q1: 374,347 shares; 2025Q2: 374,347 shares; 2025Q3: 358,418 shares; 2025Q4: 353,914 shares; 2026Q1: 367,491 shares; 2026Q2: 372,937 shares 372,937 $7.19M 1.98% +5,446 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,098 shares; 2024Q4: 172,392 shares; 2025Q1: 147,478 shares; 2025Q2: 147,478 shares; 2025Q3: 135,558 shares; 2025Q4: 132,163 shares; 2026Q1: 135,344 shares; 2026Q2: 144,433 shares 144,433 $6.99M 1.92% +9,089 Timeline BSV 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: 60,114 shares; 2024Q4: 101,973 shares; 2025Q1: 86,892 shares; 2025Q2: 86,892 shares; 2025Q3: 79,661 shares; 2025Q4: 77,306 shares; 2026Q1: 78,699 shares; 2026Q2: 84,558 shares 84,558 $6.59M 1.81% +5,859 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,856 shares; 2025Q1: 236,968 shares; 2025Q2: 236,968 shares; 2025Q3: 345,650 shares; 2025Q4: 413,589 shares; 2026Q1: 304,641 shares; 2026Q2: 346,217 shares 346,217 $5.55M 1.53% +41,576 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: 17,764 shares; 2024Q4: 22,391 shares; 2025Q1: 26,026 shares; 2025Q2: 26,026 shares; 2025Q3: 25,927 shares; 2025Q4: 27,628 shares; 2026Q1: 36,272 shares; 2026Q2: 25,524 shares 25,524 $5.11M 1.4% -10,748 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: 15,927 shares; 2024Q4: 19,710 shares; 2025Q1: 19,275 shares; 2025Q2: 19,275 shares; 2025Q3: 19,373 shares; 2025Q4: 19,809 shares; 2026Q1: 20,395 shares; 2026Q2: 13,211 shares 13,211 $4.93M 1.36% -7,184 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: 394,614 shares; 2024Q4: 393,107 shares; 2025Q1: 362,500 shares; 2025Q2: 362,500 shares; 2025Q3: 361,168 shares; 2025Q4: 362,611 shares; 2026Q1: 399,746 shares; 2026Q2: 411,339 shares 411,339 $4.92M 1.35% +11,593 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,863 shares; 2024Q4: 117,403 shares; 2025Q1: 104,846 shares; 2025Q2: 104,846 shares; 2025Q3: 99,577 shares; 2025Q4: 98,034 shares; 2026Q1: 94,796 shares; 2026Q2: 94,673 shares 94,673 $4.61M 1.27% -123 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: 68,763 shares; 2024Q4: 72,182 shares; 2025Q1: 68,698 shares; 2025Q2: 68,698 shares; 2025Q3: 70,901 shares; 2025Q4: 69,985 shares; 2026Q1: 71,728 shares; 2026Q2: 75,231 shares 75,231 $4.49M 1.23% +3,503 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,588 shares; 2024Q4: 444,027 shares; 2025Q1: 413,571 shares; 2025Q2: 413,571 shares; 2025Q3: 401,963 shares; 2025Q4: 407,280 shares; 2026Q1: 455,494 shares; 2026Q2: 462,634 shares 462,634 $4.49M 1.23% +7,140 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,777 shares; 2024Q4: 18,690 shares; 2025Q1: 19,207 shares; 2025Q2: 19,207 shares; 2025Q3: 17,082 shares; 2025Q4: 16,584 shares; 2026Q1: 210,017 shares; 2026Q2: 111,448 shares 111,448 $4M 1.1% -98,569 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 87,029 shares; 2026Q2: 143,052 shares 143,052 $3.95M 1.09% +56,023 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: 18,503 shares; 2024Q4: 4,912 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,590 shares; 2025Q4: 4,408 shares; 2026Q1: 4,400 shares; 2026Q2: 5,181 shares 5,181 $3.82M 1.05% +781 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,773 shares 103,773 $3.61M 0.99% new Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,218 shares; 2024Q4: 125,019 shares; 2025Q1: 128,804 shares; 2025Q2: 128,804 shares; 2025Q3: 114,700 shares; 2025Q4: 111,926 shares; 2026Q1: 165,802 shares; 2026Q2: 163,300 shares 163,300 $3.34M 0.92% -2,502 Timeline VNLA 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: 143,305 shares; 2024Q4: 147,087 shares; 2025Q1: 113,802 shares; 2025Q2: 113,802 shares; 2025Q3: 100,981 shares; 2025Q4: 99,646 shares; 2026Q1: 70,391 shares; 2026Q2: 67,641 shares 67,641 $3.31M 0.91% -2,750 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,055 shares; 2024Q4: 170,631 shares; 2025Q1: 179,271 shares; 2025Q2: 179,271 shares; 2025Q3: 154,367 shares; 2025Q4: 147,855 shares; 2026Q1: 3,417 shares; 2026Q2: 105,606 shares 105,606 $3.26M 0.9% +102,189 Timeline VMBS 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: 51,842 shares; 2024Q4: 88,192 shares; 2025Q1: 75,332 shares; 2025Q2: 75,332 shares; 2025Q3: 69,579 shares; 2025Q4: 67,002 shares; 2026Q1: 67,791 shares; 2026Q2: 69,468 shares 69,468 $3.25M 0.89% +1,677 Timeline PYLD 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: 260,277 shares; 2024Q4: 267,171 shares; 2025Q1: 207,212 shares; 2025Q2: 207,212 shares; 2025Q3: 183,127 shares; 2025Q4: 179,905 shares; 2026Q1: 124,748 shares; 2026Q2: 120,324 shares 120,324 $3.19M 0.88% -4,424 Timeline BIV 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: 55,964 shares; 2024Q4: 53,257 shares; 2025Q1: 44,895 shares; 2025Q2: 44,895 shares; 2025Q3: 41,195 shares; 2025Q4: 39,608 shares; 2026Q1: 40,205 shares; 2026Q2: 41,213 shares 41,213 $3.16M 0.87% +1,008 Timeline BLV 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: 32,156 shares; 2024Q4: 54,752 shares; 2025Q1: 46,954 shares; 2025Q2: 46,954 shares; 2025Q3: 43,709 shares; 2025Q4: 42,262 shares; 2026Q1: 43,130 shares; 2026Q2: 45,268 shares 45,268 $3.12M 0.86% +2,138 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,279 shares; 2024Q4: 75,906 shares; 2025Q1: 67,961 shares; 2025Q2: 67,961 shares; 2025Q3: 64,749 shares; 2025Q4: 63,873 shares; 2026Q1: 63,001 shares; 2026Q2: 63,732 shares 63,732 $3.07M 0.84% +731 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: 12,909 shares; 2024Q4: 9,951 shares; 2025Q1: 9,336 shares; 2025Q2: 9,336 shares; 2025Q3: 9,596 shares; 2025Q4: 9,414 shares; 2026Q1: 9,665 shares; 2026Q2: 10,051 shares 10,051 $3.05M 0.84% +386 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: 16,705 shares; 2024Q4: 19,454 shares; 2025Q1: 18,653 shares; 2025Q2: 18,653 shares; 2025Q3: 18,890 shares; 2025Q4: 19,039 shares; 2026Q1: 21,118 shares; 2026Q2: 12,384 shares 12,384 $2.95M 0.81% -8,734 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,846 shares; 2025Q4: 91,720 shares; 2026Q1: 93,843 shares; 2026Q2: 102,237 shares 102,237 $2.75M 0.76% +8,394 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: 54,528 shares; 2024Q4: 54,193 shares; 2025Q1: 49,847 shares; 2025Q2: 49,847 shares; 2025Q3: 48,547 shares; 2025Q4: 48,905 shares; 2026Q1: 50,656 shares; 2026Q2: 51,928 shares 51,928 $2.62M 0.72% +1,272 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,829 shares; 2026Q2: 61,179 shares 61,179 $2.5M 0.69% -59,650 Timeline BOND 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: 58,465 shares; 2024Q4: 60,006 shares; 2025Q1: 46,833 shares; 2025Q2: 46,833 shares; 2025Q3: 41,477 shares; 2025Q4: 40,773 shares; 2026Q1: 27,930 shares; 2026Q2: 27,025 shares 27,025 $2.49M 0.69% -905 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: 24,441 shares; 2024Q4: 13,093 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares; 2025Q3: 11,030 shares; 2025Q4: 10,986 shares; 2026Q1: 10,466 shares; 2026Q2: 11,302 shares 11,302 $2.48M 0.68% +836 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,741 shares; 2024Q4: 28,718 shares; 2025Q1: 26,191 shares; 2025Q2: 26,191 shares; 2025Q3: 24,039 shares; 2025Q4: 21,973 shares; 2026Q1: 136,529 shares; 2026Q2: 69,936 shares 69,936 $2.34M 0.64% -66,593 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: 9,039 shares; 2024Q4: 10,299 shares; 2025Q1: 10,553 shares; 2025Q2: 10,553 shares; 2025Q3: 11,286 shares; 2025Q4: 10,207 shares; 2026Q1: 7,528 shares; 2026Q2: 3,978 shares 3,978 $2.31M 0.64% -3,550 Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 52,513 shares; 2026Q2: 49,069 shares 49,069 $2.23M 0.61% -3,444 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,585 shares; 2024Q4: 100,328 shares; 2025Q1: 107,104 shares; 2025Q2: 107,104 shares; 2025Q3: 90,500 shares; 2025Q4: 86,915 shares; 2026Q1: 2,370 shares; 2026Q2: 63,891 shares 63,891 $2.2M 0.6% +61,521 Timeline BILZ 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: 33,447 shares; 2024Q4: 41,090 shares; 2025Q1: 41,907 shares; 2025Q2: 41,907 shares; 2025Q3: 38,073 shares; 2025Q4: 37,516 shares; 2026Q1: 12,437 shares; 2026Q2: 20,564 shares 20,564 $2.08M 0.57% +8,127 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,802 shares; 2024Q4: 61,973 shares; 2025Q1: 64,647 shares; 2025Q2: 64,647 shares; 2025Q3: 55,323 shares; 2025Q4: 52,685 shares; 2026Q1: 95,852 shares; 2026Q2: 48,661 shares 48,661 $1.99M 0.55% -47,191 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: 6,377 shares; 2024Q4: 9,937 shares; 2025Q1: 9,397 shares; 2025Q2: 9,397 shares; 2025Q3: 11,220 shares; 2025Q4: 12,150 shares; 2026Q1: 8,352 shares; 2026Q2: 5,454 shares 5,454 $1.95M 0.54% -2,898 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: 6,887 shares; 2024Q4: 7,153 shares; 2025Q1: 6,943 shares; 2025Q2: 6,943 shares; 2025Q3: 6,170 shares; 2025Q4: 4,688 shares; 2026Q1: 5,058 shares; 2026Q2: 2,615 shares 2,615 $1.89M 0.52% -2,443 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,808 shares; 2024Q4: 133,918 shares; 2025Q1: 122,242 shares; 2025Q2: 122,242 shares; 2025Q3: 116,501 shares; 2025Q4: 114,520 shares; 2026Q1: 114,130 shares; 2026Q2: 116,044 shares 116,044 $1.89M 0.52% +1,914 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,043 shares; 2024Q4: 56,225 shares; 2025Q1: 49,797 shares; 2025Q2: 49,797 shares; 2025Q3: 46,904 shares; 2025Q4: 45,758 shares; 2026Q1: 42,876 shares; 2026Q2: 42,604 shares 42,604 $1.85M 0.51% -272 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: 6,524 shares; 2024Q4: 6,844 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 6,616 shares; 2025Q4: 6,778 shares; 2026Q1: 7,051 shares; 2026Q2: 5,133 shares 5,133 $1.76M 0.48% -1,918 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,862 shares 42,862 $1.67M 0.46% new Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,769 shares; 2026Q2: 57,107 shares 57,107 $1.67M 0.46% -53,662 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: 8,600 shares; 2024Q4: 7,748 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 5,732 shares; 2025Q4: 4,205 shares; 2026Q1: 7,499 shares; 2026Q2: 4,382 shares 4,382 $1.66M 0.46% -3,117 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: 1,581 shares; 2024Q4: 1,609 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 2,048 shares; 2025Q4: 2,614 shares; 2026Q1: 2,714 shares; 2026Q2: 4,074 shares 4,074 $1.51M 0.41% +1,360 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: 8,784 shares; 2024Q4: 8,031 shares; 2025Q1: 8,068 shares; 2025Q2: 8,068 shares; 2025Q3: 7,288 shares; 2025Q4: 5,531 shares; 2026Q1: 4,860 shares; 2026Q2: 3,518 shares 3,518 $1.48M 0.41% -1,342 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,085 shares; 2024Q4: 22,547 shares; 2025Q1: 20,050 shares; 2025Q2: 20,050 shares; 2025Q3: 19,020 shares; 2025Q4: 18,159 shares; 2026Q1: 17,603 shares; 2026Q2: 17,332 shares 17,332 $1.4M 0.39% -271 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,408 shares; 2024Q4: 44,182 shares; 2025Q1: 45,870 shares; 2025Q2: 45,870 shares; 2025Q3: 40,379 shares; 2025Q4: 39,143 shares; 2026Q1: 111,442 shares; 2026Q2: 58,882 shares 58,882 $1.4M 0.39% -52,560 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,076 shares; 2024Q4: 11,787 shares; 2025Q1: 12,751 shares; 2025Q2: 12,751 shares; 2025Q3: 8,849 shares; 2025Q4: 7,691 shares; 2026Q1: 3,251 shares; 2026Q2: 1,428 shares 1,428 $1.38M 0.38% -1,823 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 47,662 shares; 2026Q2: 54,234 shares 54,234 $1.36M 0.37% +6,572 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: 16,926 shares; 2024Q4: 16,396 shares; 2025Q1: 15,667 shares; 2025Q2: 15,667 shares; 2025Q3: 13,149 shares; 2025Q4: 9,399 shares; 2026Q1: 6,408 shares; 2026Q2: 3,726 shares 3,726 $1.32M 0.36% -2,682 Timeline FGD 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: 57,575 shares; 2024Q4: 57,418 shares; 2025Q1: 52,634 shares; 2025Q2: 52,634 shares; 2025Q3: 48,869 shares; 2025Q4: 46,053 shares; 2026Q1: 40,656 shares; 2026Q2: 40,718 shares 40,718 $1.3M 0.36% +62 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: 24,217 shares; 2024Q4: 21,164 shares; 2025Q1: 19,489 shares; 2025Q2: 19,489 shares; 2025Q3: 17,580 shares; 2025Q4: 17,107 shares; 2026Q1: 16,097 shares; 2026Q2: 19,046 shares 19,046 $1.3M 0.36% +2,949 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,292 shares; 2024Q4: 1,939 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,977 shares; 2025Q4: 2,452 shares; 2026Q1: 3,170 shares; 2026Q2: 2,230 shares 2,230 $1.26M 0.35% -940 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,386 shares; 2024Q4: 19,336 shares; 2025Q1: 18,282 shares; 2025Q2: 18,282 shares; 2025Q3: 22,611 shares; 2025Q4: 28,823 shares; 2026Q1: 21,272 shares; 2026Q2: 12,244 shares 12,244 $1.22M 0.34% -9,028 Timeline MDYG 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: 7,695 shares; 2024Q4: 11,635 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 17,200 shares; 2025Q4: 24,162 shares; 2026Q1: 17,489 shares; 2026Q2: 10,841 shares 10,841 $1.22M 0.33% -6,648 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,233 shares; 2024Q4: 12,779 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 15,454 shares; 2025Q4: 19,933 shares; 2026Q1: 18,510 shares; 2026Q2: 11,695 shares 11,695 $1.2M 0.33% -6,815 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: 13,655 shares; 2024Q4: 11,852 shares; 2025Q1: 10,937 shares; 2025Q2: 10,937 shares; 2025Q3: 8,065 shares; 2025Q4: 7,790 shares; 2026Q1: 7,324 shares; 2026Q2: 8,610 shares 8,610 $1.18M 0.33% +1,286 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: 2,973 shares; 2024Q4: 3,183 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,169 shares; 2025Q4: 3,536 shares; 2026Q1: 3,434 shares; 2026Q2: 2,294 shares 2,294 $1.18M 0.32% -1,140 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: 7,390 shares; 2024Q4: 5,484 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,051 shares; 2025Q4: 4,907 shares; 2026Q1: 2,554 shares; 2026Q2: 1,570 shares 1,570 $1.18M 0.32% -984 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: 4,115 shares; 2024Q4: 4,728 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 5,570 shares; 2025Q4: 6,994 shares; 2026Q1: 6,401 shares; 2026Q2: 4,343 shares 4,343 $1.17M 0.32% -2,058 Timeline MDIV 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: 79,434 shares; 2024Q4: 78,863 shares; 2025Q1: 72,300 shares; 2025Q2: 72,300 shares; 2025Q3: 69,343 shares; 2025Q4: 69,535 shares; 2026Q1: 69,906 shares; 2026Q2: 70,994 shares 70,994 $1.17M 0.32% +1,088 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: 3,734 shares; 2024Q4: 4,978 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares; 2025Q3: 6,353 shares; 2025Q4: 7,763 shares; 2026Q1: 6,087 shares; 2026Q2: 4,263 shares 4,263 $1.08M 0.3% -1,824 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,264 shares; 2024Q4: 8,523 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares; 2025Q3: 7,764 shares; 2025Q4: 6,777 shares; 2026Q1: 19,938 shares; 2026Q2: 9,496 shares 9,496 $1.08M 0.3% -10,442 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: 2,100 shares; 2024Q4: 2,542 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 3,412 shares; 2025Q4: 3,494 shares; 2026Q1: 2,934 shares; 2026Q2: 2,144 shares 2,144 $1.07M 0.3% -790 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,413 shares; 2024Q4: 20,413 shares; 2025Q1: 20,413 shares; 2025Q2: 20,413 shares; 2025Q3: 20,413 shares; 2025Q4: 20,413 shares; 2026Q1: 20,413 shares; 2026Q2: 20,413 shares 20,413 $1.05M 0.29% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,176 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,195 shares; 2025Q4: 2,653 shares; 2026Q1: 22,188 shares; 2026Q2: 13,590 shares 13,590 $1.05M 0.29% -8,598 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: 12,218 shares; 2024Q4: 12,251 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 10,077 shares; 2025Q4: 11,246 shares; 2026Q1: 9,575 shares; 2026Q2: 5,749 shares 5,749 $1.04M 0.29% -3,826 Timeline FUTY 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: 9,279 shares; 2024Q4: 14,100 shares; 2025Q1: 13,881 shares; 2025Q2: 13,881 shares; 2025Q3: 20,015 shares; 2025Q4: 27,920 shares; 2026Q1: 25,704 shares; 2026Q2: 17,477 shares 17,477 $1.02M 0.28% -8,227 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: 34 shares; 2026Q1: 2,184 shares; 2026Q2: 881 shares 881 $1.02M 0.28% -1,303 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,070 shares; 2024Q4: 11,905 shares; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 9,738 shares; 2025Q4: 9,265 shares; 2026Q1: 9,070 shares; 2026Q2: 8,800 shares 8,800 $1.01M 0.28% -270 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: 44,310 shares; 2024Q4: 39,881 shares; 2025Q1: 36,814 shares; 2025Q2: 36,814 shares; 2025Q3: 34,841 shares; 2025Q4: 35,309 shares; 2026Q1: 34,153 shares; 2026Q2: 38,255 shares 38,255 $1M 0.28% +4,102 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: 11,712 shares; 2024Q4: 13,089 shares; 2025Q1: 12,407 shares; 2025Q2: 12,407 shares; 2025Q3: 13,057 shares; 2025Q4: 9,474 shares; 2026Q1: 6,335 shares; 2026Q2: 3,945 shares 3,945 $993K 0.27% -2,390 Timeline FTQI 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: 47,902 shares; 2024Q4: 47,832 shares; 2025Q1: 44,703 shares; 2025Q2: 44,703 shares; 2025Q3: 42,701 shares; 2025Q4: 42,414 shares; 2026Q1: 43,669 shares; 2026Q2: 44,095 shares 44,095 $974K 0.27% +426 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,169 shares; 2024Q4: 9,141 shares; 2025Q1: 8,992 shares; 2025Q2: 8,992 shares; 2025Q3: 13,487 shares; 2025Q4: 19,045 shares; 2026Q1: 16,371 shares; 2026Q2: 10,042 shares 10,042 $952K 0.26% -6,329 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: 4,842 shares; 2024Q4: 7,070 shares; 2025Q1: 6,957 shares; 2025Q2: 6,957 shares; 2025Q3: 9,462 shares; 2025Q4: 13,265 shares; 2026Q1: 8,341 shares; 2026Q2: 6,420 shares 6,420 $941K 0.26% -1,921 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,989 shares; 2024Q4: 17,721 shares; 2025Q1: 18,341 shares; 2025Q2: 18,341 shares; 2025Q3: 15,971 shares; 2025Q4: 15,304 shares; 2026Q1: 23,631 shares; 2026Q2: 22,064 shares 22,064 $915K 0.25% -1,567 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: 7,263 shares; 2024Q4: 9,336 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 12,499 shares; 2025Q4: 15,820 shares; 2026Q1: 13,120 shares; 2026Q2: 7,704 shares 7,704 $905K 0.25% -5,416 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 5,927 shares; 2025Q1: 5,481 shares; 2025Q2: 5,481 shares; 2025Q3: 6,257 shares; 2025Q4: 7,288 shares; 2026Q1: 4,441 shares; 2026Q2: 2,706 shares 2,706 $886K 0.24% -1,735 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: 12,907 shares; 2024Q4: 2,517 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,344 shares; 2025Q4: 4,636 shares; 2026Q1: 4,636 shares; 2026Q2: 4,636 shares 4,636 $883K 0.24% 0 Timeline FMAT 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: 11,105 shares; 2024Q4: 24,178 shares; 2025Q1: 22,497 shares; 2025Q2: 22,497 shares; 2025Q3: 26,145 shares; 2025Q4: 32,400 shares; 2026Q1: 27,682 shares; 2026Q2: 15,084 shares 15,084 $883K 0.24% -12,598 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: 1,910 shares; 2024Q4: 1,817 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 2,492 shares; 2025Q4: 2,458 shares; 2026Q1: 2,430 shares; 2026Q2: 2,532 shares 2,532 $868K 0.24% +102 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,354 shares; 2024Q4: 24,167 shares; 2025Q1: 22,530 shares; 2025Q2: 22,530 shares; 2025Q3: 20,729 shares; 2025Q4: 20,479 shares; 2026Q1: 20,009 shares; 2026Q2: 20,042 shares 20,042 $865K 0.24% +33 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: 5,125 shares; 2024Q4: 5,845 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 4,678 shares; 2025Q4: 4,542 shares; 2026Q1: 5,554 shares; 2026Q2: 3,071 shares 3,071 $864K 0.24% -2,483 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: 4,179 shares; 2024Q4: 4,294 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,660 shares; 2025Q4: 5,280 shares; 2026Q1: 3,369 shares; 2026Q2: 2,390 shares 2,390 $843K 0.23% -979 Timeline XLC 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: 15,055 shares; 2024Q4: 5,526 shares; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 7,284 shares; 2025Q4: 7,746 shares; 2026Q1: 7,969 shares; 2026Q2: 7,724 shares 7,724 $827K 0.23% -245 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: 1,417 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,071 shares; 2025Q4: 903 shares; 2026Q1: 3,692 shares; 2026Q2: 2,959 shares 2,959 $772K 0.21% -733 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: 8,531 shares; 2024Q4: 8,252 shares; 2025Q1: 7,628 shares; 2025Q2: 7,628 shares; 2025Q3: 6,141 shares; 2025Q4: 4,800 shares; 2026Q1: 3,212 shares; 2026Q2: 1,968 shares 1,968 $735K 0.2% -1,244 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: 2,439 shares; 2024Q4: 2,137 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 2,670 shares; 2025Q4: 2,626 shares; 2026Q1: 2,534 shares; 2026Q2: 3,116 shares 3,116 $708K 0.19% +582 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 12,986 shares; 2025Q4: 12,393 shares; 2026Q1: 32,392 shares; 2026Q2: 17,216 shares 17,216 $705K 0.19% -15,176 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: 1,539 shares; 2024Q4: 1,664 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,407 shares; 2025Q4: 1,199 shares; 2026Q1: 2,960 shares; 2026Q2: 1,865 shares 1,865 $675K 0.19% -1,095 Timeline FDD 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: 55,797 shares; 2024Q4: 55,912 shares; 2025Q1: 49,419 shares; 2025Q2: 49,419 shares; 2025Q3: 43,749 shares; 2025Q4: 41,507 shares; 2026Q1: 36,716 shares; 2026Q2: 36,117 shares 36,117 $670K 0.18% -599 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: 801 shares; 2024Q4: 1,151 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 2,655 shares; 2025Q4: 3,846 shares; 2026Q1: 2,630 shares; 2026Q2: 1,594 shares 1,594 $663K 0.18% -1,036 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: 4,177 shares; 2024Q4: 5,617 shares; 2025Q1: 5,777 shares; 2025Q2: 5,777 shares; 2025Q3: 5,041 shares; 2025Q4: 4,882 shares; 2026Q1: 5,322 shares; 2026Q2: 2,417 shares 2,417 $629K 0.17% -2,905 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,342 shares; 2026Q1: 10,279 shares; 2026Q2: 7,592 shares 7,592 $627K 0.17% -2,687 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 30,479 shares; 2025Q4: 29,359 shares; 2026Q1: 27,738 shares; 2026Q2: 14,467 shares 14,467 $626K 0.17% -13,271 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: 2,520 shares; 2024Q4: 2,507 shares; 2025Q1: 2,714 shares; 2025Q2: 2,714 shares; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: 6,815 shares; 2026Q2: 5,418 shares 5,418 $614K 0.17% -1,397 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,336 shares; 2024Q4: 13,761 shares; 2025Q1: 10,584 shares; 2025Q2: 10,584 shares; 2025Q3: 9,340 shares; 2025Q4: 9,199 shares; 2026Q1: 6,119 shares; 2026Q2: 6,030 shares 6,030 $607K 0.17% -89 Timeline XLI 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: 9,970 shares; 2024Q4: 3,069 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,130 shares; 2025Q4: 3,333 shares; 2026Q1: 3,377 shares; 2026Q2: 3,248 shares 3,248 $602K 0.17% -129 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,093 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 5,925 shares; 2025Q4: 5,819 shares; 2026Q1: 5,298 shares; 2026Q2: 5,691 shares 5,691 $582K 0.16% +393 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,853 shares; 2024Q4: 20,034 shares; 2025Q1: 20,019 shares; 2025Q2: 20,019 shares; 2025Q3: 17,464 shares; 2025Q4: 16,783 shares; 2026Q1: 17,752 shares; 2026Q2: 8,287 shares 8,287 $581K 0.16% -9,465 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: 69,237 shares; 2024Q4: 72,505 shares; 2025Q1: 79,404 shares; 2025Q2: 79,404 shares; 2025Q3: 71,399 shares; 2025Q4: 71,964 shares; 2026Q1: 87,441 shares; 2026Q2: 40,845 shares 40,845 $568K 0.16% -46,596 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: 23,543 shares; 2024Q4: 22,815 shares; 2025Q1: 23,481 shares; 2025Q2: 23,481 shares; 2025Q3: 21,177 shares; 2025Q4: 21,544 shares; 2026Q1: 20,198 shares; 2026Q2: 9,347 shares 9,347 $565K 0.16% -10,851 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: 5,599 shares; 2024Q4: not reported; 2025Q1: 10,507 shares; 2025Q2: 10,507 shares; 2025Q3: 19,482 shares; 2025Q4: 19,081 shares; 2026Q1: 17,977 shares; 2026Q2: 20,344 shares 20,344 $564K 0.15% +2,367 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,168 shares; 2024Q4: 17,634 shares; 2025Q1: 18,080 shares; 2025Q2: 18,080 shares; 2025Q3: 15,858 shares; 2025Q4: 16,106 shares; 2026Q1: 17,696 shares; 2026Q2: 8,140 shares 8,140 $556K 0.15% -9,556 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,891 shares; 2024Q4: 2,959 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 3,012 shares; 2025Q4: 2,965 shares; 2026Q1: 5,937 shares; 2026Q2: 4,463 shares 4,463 $555K 0.15% -1,474 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: 59 shares; 2026Q1: 1,840 shares; 2026Q2: 1,832 shares 1,832 $555K 0.15% -8 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,883 shares; 2026Q2: 12,022 shares 12,022 $549K 0.15% -861 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: not reported; 2024Q4: 5,363 shares; 2025Q1: 6,323 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 6,323 shares; 2026Q1: 6,323 shares; 2026Q2: 6,296 shares 6,296 $544K 0.15% -27 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,309 shares; 2024Q4: 50,725 shares; 2025Q1: 52,607 shares; 2025Q2: 52,607 shares; 2025Q3: 47,143 shares; 2025Q4: 47,932 shares; 2026Q1: 50,403 shares; 2026Q2: 23,521 shares 23,521 $542K 0.15% -26,882 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,436 shares; 2024Q4: 5,757 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares; 2025Q3: 3,999 shares; 2025Q4: 4,052 shares; 2026Q1: 3,782 shares; 2026Q2: 4,353 shares 4,353 $542K 0.15% +571 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 2,212 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,823 shares; 2025Q4: 3,751 shares; 2026Q1: 2,209 shares; 2026Q2: 1,373 shares 1,373 $538K 0.15% -836 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares; 2026Q2: 4,520 shares 4,520 $530K 0.15% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 15,775 shares; 2026Q2: 6,917 shares 6,917 $528K 0.15% -8,858 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: 9,073 shares; 2024Q4: 10,039 shares; 2025Q1: 10,512 shares; 2025Q2: 10,512 shares; 2025Q3: 11,008 shares; 2025Q4: 12,839 shares; 2026Q1: 4,304 shares; 2026Q2: 3,179 shares 3,179 $527K 0.14% -1,125 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,744 shares; 2024Q4: 19,108 shares; 2025Q1: 19,812 shares; 2025Q2: 19,812 shares; 2025Q3: 17,875 shares; 2025Q4: 18,468 shares; 2026Q1: 17,799 shares; 2026Q2: 9,131 shares 9,131 $515K 0.14% -8,668 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: 1,554 shares; 2024Q4: 1,440 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,233 shares; 2025Q4: 1,110 shares; 2026Q1: 862 shares; 2026Q2: 547 shares 547 $512K 0.14% -315 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: 23,198 shares; 2024Q4: 23,552 shares; 2025Q1: 24,421 shares; 2025Q2: 24,421 shares; 2025Q3: 23,935 shares; 2025Q4: 24,393 shares; 2026Q1: 45,251 shares; 2026Q2: 21,185 shares 21,185 $510K 0.14% -24,066 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: 28,975 shares; 2024Q4: 30,787 shares; 2025Q1: 31,884 shares; 2025Q2: 31,884 shares; 2025Q3: 31,668 shares; 2025Q4: 36,879 shares; 2026Q1: 24,253 shares; 2026Q2: 11,921 shares 11,921 $505K 0.14% -12,332 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 3,098 shares; 2025Q1: 3,147 shares; 2025Q2: 3,147 shares; 2025Q3: 3,785 shares; 2025Q4: 5,470 shares; 2026Q1: 3,434 shares; 2026Q2: 2,442 shares 2,442 $501K 0.14% -992 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: 8,335 shares; 2024Q4: 9,217 shares; 2025Q1: 9,153 shares; 2025Q2: 9,153 shares; 2025Q3: 10,890 shares; 2025Q4: 12,522 shares; 2026Q1: 6,172 shares; 2026Q2: 3,690 shares 3,690 $500K 0.14% -2,482 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,815 shares; 2024Q4: 8,920 shares; 2025Q1: 9,419 shares; 2025Q2: 9,419 shares; 2025Q3: 9,055 shares; 2025Q4: 9,662 shares; 2026Q1: 9,910 shares; 2026Q2: 4,555 shares 4,555 $492K 0.14% -5,355 Timeline ORCL ORACLE CORP More: the full row for ORACLE 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: 314 shares; 2026Q1: 4,884 shares; 2026Q2: 3,210 shares 3,210 $470K 0.13% -1,674 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,214 shares; 2026Q1: 35,044 shares; 2026Q2: 15,324 shares 15,324 $463K 0.13% -19,720 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,008 shares; 2024Q4: 17,629 shares; 2025Q1: 18,124 shares; 2025Q2: 18,124 shares; 2025Q3: 16,565 shares; 2025Q4: 16,982 shares; 2026Q1: 19,134 shares; 2026Q2: 9,216 shares 9,216 $459K 0.13% -9,918 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: 1,364 shares; 2024Q4: 2,022 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,610 shares; 2025Q4: 1,324 shares; 2026Q1: 765 shares; 2026Q2: 382 shares 382 $458K 0.13% -383 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,259 shares; 2024Q4: 8,706 shares; 2025Q1: 6,499 shares; 2025Q2: 6,499 shares; 2025Q3: 5,859 shares; 2025Q4: 5,881 shares; 2026Q1: 5,881 shares; 2026Q2: 5,881 shares 5,881 $456K 0.13% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,911 shares; 2024Q4: 57,005 shares; 2025Q1: 57,313 shares; 2025Q2: 57,313 shares; 2025Q3: 50,896 shares; 2025Q4: 52,123 shares; 2026Q1: 56,444 shares; 2026Q2: 25,567 shares 25,567 $453K 0.12% -30,877 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,783 shares; 2024Q4: 7,826 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 6,520 shares; 2025Q4: 5,990 shares; 2026Q1: 7,979 shares; 2026Q2: 4,473 shares 4,473 $440K 0.12% -3,506 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: 3,038 shares; 2024Q4: 3,925 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 4,897 shares; 2025Q4: 6,436 shares; 2026Q1: 1,890 shares; 2026Q2: 1,611 shares 1,611 $438K 0.12% -279 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 3,546 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 5,213 shares; 2025Q4: 7,618 shares; 2026Q1: 7,441 shares; 2026Q2: 5,742 shares 5,742 $434K 0.12% -1,699 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: 7,827 shares; 2024Q4: 10,152 shares; 2025Q1: 9,874 shares; 2025Q2: 9,874 shares; 2025Q3: 13,122 shares; 2025Q4: 16,551 shares; 2026Q1: 10,916 shares; 2026Q2: 7,601 shares 7,601 $433K 0.12% -3,315 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 163 shares; 2026Q1: 10,008 shares; 2026Q2: 4,145 shares 4,145 $429K 0.12% -5,863 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,169 shares; 2024Q4: 6,548 shares; 2025Q1: 6,066 shares; 2025Q2: 6,066 shares; 2025Q3: 5,246 shares; 2025Q4: 4,170 shares; 2026Q1: 3,254 shares; 2026Q2: 1,829 shares 1,829 $426K 0.12% -1,425 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,801 shares; 2025Q2: 5,801 shares; 2025Q3: 5,801 shares; 2025Q4: 5,801 shares; 2026Q1: 5,801 shares; 2026Q2: 5,801 shares 5,801 $424K 0.12% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,459 shares; 2024Q4: 9,624 shares; 2025Q1: 10,112 shares; 2025Q2: 10,112 shares; 2025Q3: 10,075 shares; 2025Q4: 17,088 shares; 2026Q1: 12,353 shares; 2026Q2: 5,791 shares 5,791 $422K 0.12% -6,562 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,081 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,713 shares; 2025Q4: 1,665 shares; 2026Q1: 1,478 shares; 2026Q2: 1,666 shares 1,666 $420K 0.12% +188 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,986 shares; 2024Q4: 7,958 shares; 2025Q1: 8,179 shares; 2025Q2: 8,179 shares; 2025Q3: 7,168 shares; 2025Q4: 7,090 shares; 2026Q1: 6,448 shares; 2026Q2: 3,072 shares 3,072 $420K 0.12% -3,376 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,185 shares; 2026Q2: 2,468 shares 2,468 $419K 0.12% -1,717 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: 2,006 shares; 2024Q4: 1,971 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 1,478 shares; 2025Q4: 1,175 shares; 2026Q1: 1,465 shares; 2026Q2: 1,747 shares 1,747 $413K 0.11% +282 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: 13,239 shares; 2024Q4: 13,000 shares; 2025Q1: 13,157 shares; 2025Q2: 13,157 shares; 2025Q3: 10,838 shares; 2025Q4: 11,326 shares; 2026Q1: 12,186 shares; 2026Q2: 5,726 shares 5,726 $412K 0.11% -6,460 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: 1,464 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,267 shares; 2025Q4: 1,228 shares; 2026Q1: 1,208 shares; 2026Q2: 1,200 shares 1,200 $406K 0.11% -8 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 2,472 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 3,260 shares; 2025Q4: 4,137 shares; 2026Q1: 4,088 shares; 2026Q2: 2,578 shares 2,578 $404K 0.11% -1,510 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: 2,924 shares; 2024Q4: 2,926 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,696 shares; 2025Q4: 2,705 shares; 2026Q1: 2,708 shares; 2026Q2: 2,714 shares 2,714 $402K 0.11% +6 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: 10,414 shares; 2025Q1: 10,524 shares; 2025Q2: 10,524 shares; 2025Q3: 14,839 shares; 2025Q4: 16,245 shares; 2026Q1: 3,452 shares; 2026Q2: 2,873 shares 2,873 $401K 0.11% -579 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: 49,710 shares; 2024Q4: 50,470 shares; 2025Q1: 45,761 shares; 2025Q2: 45,761 shares; 2025Q3: 39,274 shares; 2025Q4: 39,468 shares; 2026Q1: 35,366 shares; 2026Q2: 19,237 shares 19,237 $398K 0.11% -16,129 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: 8,312 shares; 2024Q4: 9,291 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,530 shares; 2025Q4: 7,406 shares; 2026Q1: 6,617 shares; 2026Q2: 4,119 shares 4,119 $396K 0.11% -2,498 Timeline ZROZ 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: 7,081 shares; 2024Q4: 8,972 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: 8,777 shares; 2025Q4: 8,634 shares; 2026Q1: 2,469 shares; 2026Q2: 6,160 shares 6,160 $395K 0.11% +3,691 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,238 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares; 2026Q1: 2,686 shares; 2026Q2: 2,686 shares 2,686 $393K 0.11% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,123 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,074 shares; 2025Q4: 1,022 shares; 2026Q1: 1,026 shares; 2026Q2: 1,074 shares 1,074 $393K 0.11% +48 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,016 shares; 2024Q4: 8,977 shares; 2025Q1: 9,372 shares; 2025Q2: 9,372 shares; 2025Q3: 8,690 shares; 2025Q4: 9,100 shares; 2026Q1: 7,659 shares; 2026Q2: 3,604 shares 3,604 $388K 0.11% -4,055 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 5,717 shares; 2026Q2: 4,282 shares 4,282 $388K 0.11% -1,435 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,066 shares; 2024Q4: 2,193 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 1,916 shares; 2025Q4: 1,718 shares; 2026Q1: 1,967 shares; 2026Q2: 1,072 shares 1,072 $383K 0.11% -895 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,489 shares; 2024Q4: 23,294 shares; 2025Q1: 24,044 shares; 2025Q2: 24,044 shares; 2025Q3: 23,248 shares; 2025Q4: 27,214 shares; 2026Q1: 18,859 shares; 2026Q2: 10,009 shares 10,009 $381K 0.1% -8,850 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 506 shares; 2026Q2: 504 shares 504 $376K 0.1% -2 Timeline LTPZ 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: 19,045 shares; 2024Q4: 23,724 shares; 2025Q1: 24,165 shares; 2025Q2: 24,165 shares; 2025Q3: 22,140 shares; 2025Q4: 21,707 shares; 2026Q1: 1,852 shares; 2026Q2: 7,400 shares 7,400 $375K 0.1% +5,548 Timeline THRO 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: 7,735 shares; 2025Q4: 7,431 shares; 2026Q1: 7,234 shares; 2026Q2: 8,644 shares 8,644 $373K 0.1% +1,410 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,631 shares; 2024Q4: 12,463 shares; 2025Q1: 12,819 shares; 2025Q2: 12,819 shares; 2025Q3: 11,324 shares; 2025Q4: 11,759 shares; 2026Q1: 9,901 shares; 2026Q2: 4,849 shares 4,849 $371K 0.1% -5,052 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,831 shares; 2024Q4: 19,908 shares; 2025Q1: 19,547 shares; 2025Q2: 19,547 shares; 2025Q3: 16,849 shares; 2025Q4: 11,384 shares; 2026Q1: 4,663 shares; 2026Q2: 3,941 shares 3,941 $368K 0.1% -722 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $366K 0.1% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 18,681 shares; 2026Q2: 14,772 shares 14,772 $363K 0.1% -3,909 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $361K 0.1% new 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: not reported; 2025Q3: 3,102 shares; 2025Q4: 7,099 shares; 2026Q1: 7,322 shares; 2026Q2: 6,790 shares 6,790 $361K 0.1% -532 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551 shares; 2024Q4: 1,562 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,342 shares; 2025Q4: 1,107 shares; 2026Q1: 1,209 shares; 2026Q2: 715 shares 715 $359K 0.1% -494 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,523 shares; 2024Q4: 10,416 shares; 2025Q1: 13,182 shares; 2025Q2: 13,182 shares; 2025Q3: 13,121 shares; 2025Q4: 14,089 shares; 2026Q1: 9,984 shares; 2026Q2: 4,811 shares 4,811 $358K 0.1% -5,173 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,729 shares; 2024Q4: 2,621 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,359 shares; 2026Q1: 2,361 shares; 2026Q2: 2,253 shares 2,253 $357K 0.1% -108 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,420 shares; 2026Q2: 3,339 shares 3,339 $356K 0.1% -4,081 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,889 shares; 2024Q4: 21,755 shares; 2025Q1: 21,946 shares; 2025Q2: 21,946 shares; 2025Q3: 18,893 shares; 2025Q4: 19,500 shares; 2026Q1: 15,180 shares; 2026Q2: 7,543 shares 7,543 $352K 0.1% -7,637 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,145 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 962 shares; 2025Q4: 4,139 shares; 2026Q1: 5,571 shares; 2026Q2: 3,526 shares 3,526 $350K 0.1% -2,045 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,441 shares; 2024Q4: 15,372 shares; 2025Q1: 16,125 shares; 2025Q2: 16,125 shares; 2025Q3: 14,572 shares; 2025Q4: 14,999 shares; 2026Q1: 15,098 shares; 2026Q2: 7,351 shares 7,351 $349K 0.1% -7,747 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,917 shares; 2024Q4: 9,633 shares; 2025Q1: 9,968 shares; 2025Q2: 9,968 shares; 2025Q3: 10,581 shares; 2025Q4: 11,731 shares; 2026Q1: 7,759 shares; 2026Q2: 3,945 shares 3,945 $343K 0.09% -3,814 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,292 shares; 2026Q2: 4,742 shares 4,742 $343K 0.09% -5,550 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,748 shares; 2024Q4: 20,137 shares; 2025Q1: 17,982 shares; 2025Q2: 17,982 shares; 2025Q3: 15,164 shares; 2025Q4: 15,076 shares; 2026Q1: 22,759 shares; 2026Q2: 7,044 shares 7,044 $342K 0.09% -15,715 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,036 shares; 2026Q2: 10,646 shares 10,646 $342K 0.09% -9,390 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,705 shares; 2024Q4: 1,928 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,704 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $341K 0.09% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,050 shares; 2024Q4: 13,603 shares; 2025Q1: 14,896 shares; 2025Q2: 14,896 shares; 2025Q3: 17,609 shares; 2025Q4: 22,233 shares; 2026Q1: 13,454 shares; 2026Q2: 6,467 shares 6,467 $340K 0.09% -6,987 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: 4,438 shares; 2024Q4: 4,855 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares; 2025Q3: 5,077 shares; 2025Q4: 4,696 shares; 2026Q1: 5,453 shares; 2026Q2: 3,165 shares 3,165 $340K 0.09% -2,288 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: 37,635 shares; 2024Q4: 68,876 shares; 2025Q1: 61,040 shares; 2025Q2: 61,040 shares; 2025Q3: 51,317 shares; 2025Q4: 49,395 shares; 2026Q1: 42,952 shares; 2026Q2: 14,893 shares 14,893 $339K 0.09% -28,059 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: 2,573 shares; 2024Q4: 2,559 shares; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares; 2025Q3: 2,206 shares; 2025Q4: 2,193 shares; 2026Q1: 2,227 shares; 2026Q2: 1,523 shares 1,523 $336K 0.09% -704 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,873 shares; 2024Q4: 1,872 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,537 shares; 2025Q4: 1,308 shares; 2026Q1: 1,414 shares; 2026Q2: 822 shares 822 $335K 0.09% -592 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 4,015 shares; 2026Q2: 2,363 shares 2,363 $331K 0.09% -1,652 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 774 shares; 2026Q1: 6,141 shares; 2026Q2: 2,782 shares 2,782 $328K 0.09% -3,359 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: 28,807 shares; 2024Q4: 61,721 shares; 2025Q1: 54,287 shares; 2025Q2: 54,287 shares; 2025Q3: 45,960 shares; 2025Q4: 43,804 shares; 2026Q1: 36,880 shares; 2026Q2: 11,279 shares 11,279 $328K 0.09% -25,601 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 7,592 shares; 2026Q2: 5,669 shares 5,669 $327K 0.09% -1,923 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,204 shares; 2024Q4: 7,080 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 5,816 shares; 2025Q4: 6,002 shares; 2026Q1: 5,942 shares; 2026Q2: 2,775 shares 2,775 $324K 0.09% -3,167 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,367 shares; 2024Q4: 17,068 shares; 2025Q1: 17,266 shares; 2025Q2: 17,266 shares; 2025Q3: 14,946 shares; 2025Q4: 15,554 shares; 2026Q1: 13,913 shares; 2026Q2: 6,623 shares 6,623 $322K 0.09% -7,290 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,961 shares; 2024Q4: 33,823 shares; 2025Q1: 30,023 shares; 2025Q2: 30,023 shares; 2025Q3: 25,499 shares; 2025Q4: 24,291 shares; 2026Q1: 21,108 shares; 2026Q2: 6,537 shares 6,537 $322K 0.09% -14,571 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares; 2026Q1: 2,814 shares; 2026Q2: 2,810 shares 2,810 $321K 0.09% -4 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,522 shares; 2024Q4: 5,471 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 4,955 shares; 2025Q4: 5,145 shares; 2026Q1: 4,313 shares; 2026Q2: 2,094 shares 2,094 $319K 0.09% -2,219 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 15,904 shares; 2025Q1: 15,557 shares; 2025Q2: 15,557 shares; 2025Q3: 13,448 shares; 2025Q4: 13,256 shares; 2026Q1: 2,856 shares; 2026Q2: 2,753 shares 2,753 $316K 0.09% -103 Timeline ONEH ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 6,171 shares; 2026Q2: 12,758 shares 12,758 $315K 0.09% +6,587 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,154 shares; 2026Q2: 7,680 shares 7,680 $315K 0.09% -7,474 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 3,954 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares; 2025Q3: 2,823 shares; 2025Q4: 2,811 shares; 2026Q1: 3,040 shares; 2026Q2: 3,321 shares 3,321 $314K 0.09% +281 Timeline FTCS 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: 4,314 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares; 2026Q2: 3,336 shares 3,336 $313K 0.09% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,758 shares; 2024Q4: 4,021 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares; 2025Q3: 3,365 shares; 2025Q4: 3,038 shares; 2026Q1: 3,462 shares; 2026Q2: 1,915 shares 1,915 $313K 0.09% -1,547 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 229 shares; 2026Q1: 9,169 shares; 2026Q2: 4,065 shares 4,065 $308K 0.08% -5,104 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: 22,167 shares; 2024Q4: 21,814 shares; 2025Q1: 22,285 shares; 2025Q2: 22,285 shares; 2025Q3: 19,058 shares; 2025Q4: 19,780 shares; 2026Q1: 17,148 shares; 2026Q2: 8,461 shares 8,461 $308K 0.08% -8,687 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: not reported; 2025Q4: not reported; 2026Q1: 20,145 shares; 2026Q2: 10,322 shares 10,322 $304K 0.08% -9,823 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: 7,358 shares; 2024Q4: 10,012 shares; 2025Q1: 10,878 shares; 2025Q2: 10,878 shares; 2025Q3: 13,700 shares; 2025Q4: 15,864 shares; 2026Q1: 2,440 shares; 2026Q2: 2,351 shares 2,351 $302K 0.08% -89 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2,532 shares; 2026Q2: 1,674 shares 1,674 $301K 0.08% -858 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,820 shares; 2024Q4: 1,366 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,316 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares; 2026Q2: 2,548 shares 2,548 $299K 0.08% 0 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 12,731 shares; 2026Q2: 6,538 shares 6,538 $299K 0.08% -6,193 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: 13,838 shares; 2024Q4: 13,712 shares; 2025Q1: 10,941 shares; 2025Q2: 10,941 shares; 2025Q3: 9,601 shares; 2025Q4: 9,459 shares; 2026Q1: 6,207 shares; 2026Q2: 5,935 shares 5,935 $298K 0.08% -272 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,742 shares; 2024Q4: 5,396 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,360 shares; 2025Q4: 5,028 shares; 2026Q1: 5,056 shares; 2026Q2: 5,056 shares 5,056 $298K 0.08% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 803 shares; 2026Q2: 687 shares 687 $298K 0.08% -116 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP 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: 6,192 shares; 2026Q2: 2,778 shares 2,778 $297K 0.08% -3,414 Timeline SPUC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,636 shares; 2026Q2: 5,995 shares 5,995 $295K 0.08% -5,641 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,038 shares; 2024Q4: 25,637 shares; 2025Q1: 19,865 shares; 2025Q2: 19,865 shares; 2025Q3: 17,581 shares; 2025Q4: 17,343 shares; 2026Q1: 11,507 shares; 2026Q2: 11,025 shares 11,025 $291K 0.08% -482 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,217 shares; 2024Q4: 8,117 shares; 2025Q1: 8,008 shares; 2025Q2: 8,008 shares; 2025Q3: 5,629 shares; 2025Q4: 5,349 shares; 2026Q1: 5,349 shares; 2026Q2: 5,349 shares 5,349 $287K 0.08% 0 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: 188 shares; 2026Q1: 2,313 shares; 2026Q2: 1,368 shares 1,368 $286K 0.08% -945 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: 3,656 shares; 2024Q4: 4,143 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,670 shares; 2025Q4: 3,688 shares; 2026Q1: 3,696 shares; 2026Q2: 3,706 shares 3,706 $286K 0.08% +10 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,670 shares; 2024Q4: 11,281 shares; 2025Q1: 11,760 shares; 2025Q2: 11,760 shares; 2025Q3: 10,733 shares; 2025Q4: 11,296 shares; 2026Q1: 7,088 shares; 2026Q2: 3,515 shares 3,515 $285K 0.08% -3,573 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,848 shares; 2026Q1: 6,025 shares; 2026Q2: 5,592 shares 5,592 $284K 0.08% -433 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: 5,937 shares; 2024Q4: 5,108 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,501 shares; 2025Q4: 4,537 shares; 2026Q1: 4,209 shares; 2026Q2: 5,399 shares 5,399 $283K 0.08% +1,190 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 3,277 shares; 2026Q2: 2,360 shares 2,360 $275K 0.08% -917 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,759 shares; 2024Q4: 59,388 shares; 2025Q1: 58,396 shares; 2025Q2: 58,396 shares; 2025Q3: 56,830 shares; 2025Q4: 51,629 shares; 2026Q1: 59,924 shares; 2026Q2: 35,741 shares 35,741 $275K 0.08% -24,183 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,592 shares; 2024Q4: 5,218 shares; 2025Q1: 5,087 shares; 2025Q2: 5,087 shares; 2025Q3: 4,515 shares; 2025Q4: 3,596 shares; 2026Q1: 2,908 shares; 2026Q2: 1,608 shares 1,608 $265K 0.07% -1,300 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,395 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,388 shares; 2025Q4: 1,184 shares; 2026Q1: 1,407 shares; 2026Q2: 730 shares 730 $262K 0.07% -677 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,593 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,312 shares; 2025Q4: 1,075 shares; 2026Q1: 1,025 shares; 2026Q2: 639 shares 639 $254K 0.07% -386 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842 shares; 2026Q1: 907 shares; 2026Q2: 825 shares 825 $246K 0.07% -82 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 8,828 shares; 2026Q2: 3,624 shares 3,624 $246K 0.07% -5,204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 5,570 shares; 2026Q2: 2,788 shares 2,788 $245K 0.07% -2,782 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,102 shares; 2024Q4: 29,436 shares; 2025Q1: 29,290 shares; 2025Q2: 29,290 shares; 2025Q3: 26,552 shares; 2025Q4: 27,007 shares; 2026Q1: 5,652 shares; 2026Q2: 5,139 shares 5,139 $244K 0.07% -513 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares; 2026Q2: 1,667 shares 1,667 $238K 0.07% 0 Timeline SPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,382 shares 4,382 $238K 0.07% new Timeline PAYH ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 14 shares; 2026Q2: 9,503 shares 9,503 $235K 0.06% +9,489 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,868 shares; 2024Q4: 17,512 shares; 2025Q1: 13,875 shares; 2025Q2: 13,875 shares; 2025Q3: 12,943 shares; 2025Q4: 12,855 shares; 2026Q1: 10,713 shares; 2026Q2: 10,252 shares 10,252 $234K 0.06% -461 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 844 shares; 2026Q2: 2,698 shares 2,698 $231K 0.06% +1,854 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,752 shares; 2024Q4: 19,905 shares; 2025Q1: 23,578 shares; 2025Q2: 23,578 shares; 2025Q3: 24,302 shares; 2025Q4: 27,382 shares; 2026Q1: 23,720 shares; 2026Q2: 10,477 shares 10,477 $230K 0.06% -13,243 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: 1,100 shares; 2024Q4: 1,119 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 997 shares; 2025Q4: 795 shares; 2026Q1: 707 shares; 2026Q2: 447 shares 447 $228K 0.06% -260 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,114 shares; 2024Q4: not reported; 2025Q1: 7,270 shares; 2025Q2: 7,270 shares; 2025Q3: 6,140 shares; 2025Q4: 6,140 shares; 2026Q1: 5,917 shares; 2026Q2: 5,917 shares 5,917 $226K 0.06% 0 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares; 2026Q2: 4,021 shares 4,021 $225K 0.06% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 2,749 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 4,469 shares; 2025Q4: 7,088 shares; 2026Q1: 2,468 shares; 2026Q2: 1,751 shares 1,751 $219K 0.06% -717 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,978 shares; 2026Q2: 15,640 shares 15,640 $211K 0.06% -14,338 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,497 shares; 2025Q1: 167,504 shares; 2025Q2: 167,504 shares; 2025Q3: 348,295 shares; 2025Q4: 420,805 shares; 2026Q1: 16,746 shares; 2026Q2: 9,519 shares 9,519 $206K 0.06% -7,227 Timeline XLRE 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: 2,933 shares; 2026Q1: 5,060 shares; 2026Q2: 4,625 shares 4,625 $204K 0.06% -435 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: 8,896 shares; 2024Q4: 11,267 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 9,673 shares; 2025Q4: 9,673 shares; 2026Q1: 2,823 shares; 2026Q2: 1,415 shares 1,415 $203K 0.06% -1,408 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares; 2026Q1: 2,129 shares; 2026Q2: 2,528 shares 2,528 $201K 0.06% +399 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,303 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 2,843 shares; 2025Q4: 2,289 shares; 2026Q1: 1,847 shares; 2026Q2: 869 shares 869 $200K 0.05% -978 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,610 shares; 2024Q4: 24,225 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares; 2025Q3: 18,432 shares; 2025Q4: 18,355 shares; 2026Q1: 14,423 shares; 2026Q2: 4,369 shares 4,369 $181K 0.05% -10,054 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 587 shares; 2026Q2: 1,075 shares 1,075 $174K 0.05% +488 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,674 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,668 shares; 2026Q2: 1,666 shares 1,666 $173K 0.05% -2 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,010 shares 4,010 $173K 0.05% new Timeline EMB 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: 1,617 shares; 2026Q1: 1,535 shares; 2026Q2: 1,724 shares 1,724 $166K 0.05% +189 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,822 shares; 2024Q4: 15,487 shares; 2025Q1: 15,457 shares; 2025Q2: 15,457 shares; 2025Q3: 14,218 shares; 2025Q4: 14,991 shares; 2026Q1: 6,728 shares; 2026Q2: 3,436 shares 3,436 $162K 0.04% -3,292 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: not reported; 2024Q4: 2,262 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,759 shares; 2025Q4: 1,621 shares; 2026Q1: 1,585 shares; 2026Q2: 777 shares 777 $147K 0.04% -808 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 835 shares; 2026Q2: 773 shares 773 $145K 0.04% -62 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: 2,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 1,635 shares 1,635 $144K 0.04% +1,304 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: 41,927 shares; 2024Q4: 7,304 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,058 shares; 2025Q4: 4,966 shares; 2026Q1: 1,178 shares; 2026Q2: 1,940 shares 1,940 $142K 0.04% +762 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,835 shares; 2024Q4: 66,530 shares; 2025Q1: 66,729 shares; 2025Q2: 66,729 shares; 2025Q3: 61,340 shares; 2025Q4: 59,575 shares; 2026Q1: 11,983 shares; 2026Q2: 11,144 shares 11,144 $142K 0.04% -839 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 880 shares; 2026Q1: 330 shares; 2026Q2: 325 shares 325 $138K 0.04% -5 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: 9,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,405 shares; 2026Q2: 1,415 shares 1,415 $136K 0.04% +10 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: 3,251 shares; 2024Q4: 4,207 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares; 2025Q3: 3,853 shares; 2025Q4: 3,389 shares; 2026Q1: 175 shares; 2026Q2: 196 shares 196 $135K 0.04% +21 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR 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: 3,426 shares; 2026Q2: 2,178 shares 2,178 $135K 0.04% -1,248 Timeline XLP 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: 23,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $134K 0.04% 0 Timeline AOR 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: 1,896 shares; 2026Q1: 1,948 shares; 2026Q2: 1,894 shares 1,894 $132K 0.04% -54 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: 1,420 shares; 2024Q4: 1,025 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 710 shares; 2025Q4: 518 shares; 2026Q1: 111 shares; 2026Q2: 110 shares 110 $129K 0.04% -1 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,286 shares; 2026Q1: 1,673 shares; 2026Q2: 1,564 shares 1,564 $127K 0.04% -109 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,209 shares; 2024Q4: 8,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,488 shares; 2026Q1: 5,101 shares; 2026Q2: 5,101 shares 5,101 $127K 0.03% 0 Timeline SPSB 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: 56,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,490 shares; 2026Q1: 4,202 shares; 2026Q2: 4,202 shares 4,202 $126K 0.03% 0 Timeline HYLS 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: 37,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 3,059 shares; 2026Q2: 3,059 shares 3,059 $124K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,013 shares; 2024Q4: 2,964 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 4,332 shares; 2025Q4: 5,891 shares; 2026Q1: 413 shares; 2026Q2: 313 shares 313 $123K 0.03% -100 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 12,812 shares; 2025Q1: 11,192 shares; 2025Q2: 11,192 shares; 2025Q3: 9,395 shares; 2025Q4: 8,887 shares; 2026Q1: 7,933 shares; 2026Q2: 2,503 shares 2,503 $122K 0.03% -5,430 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $121K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,063 shares; 2026Q2: 1,117 shares 1,117 $120K 0.03% +54 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares; 2026Q2: 2,980 shares 2,980 $117K 0.03% -59 Timeline IXN 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: 799 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $115K 0.03% 0 Timeline WAB WABTEC More: the full row for WABTEC 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: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $113K 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,953 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: not reported; 2025Q4: 2,578 shares; 2026Q1: 2,532 shares; 2026Q2: 1,125 shares 1,125 $108K 0.03% -1,407 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $106K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 381 shares; 2026Q2: 374 shares 374 $106K 0.03% -7 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares; 2026Q2: 1,682 shares 1,682 $103K 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 1,268 shares 1,268 $102K 0.03% +951 Timeline FREL 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: 9,675 shares; 2024Q4: 24,421 shares; 2025Q1: 23,249 shares; 2025Q2: 23,249 shares; 2025Q3: 29,755 shares; 2025Q4: 39,305 shares; 2026Q1: 8,050 shares; 2026Q2: 3,397 shares 3,397 $99.5K 0.03% -4,653 Timeline FNDB 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: 3,234 shares; 2026Q1: 3,234 shares; 2026Q2: 3,234 shares 3,234 $98.5K 0.03% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629 shares; 2026Q1: 592 shares; 2026Q2: 582 shares 582 $97.7K 0.03% -10 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,617 shares; 2024Q4: 8,271 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares; 2025Q3: 7,622 shares; 2025Q4: 7,473 shares; 2026Q1: 798 shares; 2026Q2: 798 shares 798 $93.7K 0.03% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,847 shares; 2024Q4: 11,610 shares; 2025Q1: 11,178 shares; 2025Q2: 11,178 shares; 2025Q3: 8,219 shares; 2025Q4: 7,983 shares; 2026Q1: 720 shares; 2026Q2: 631 shares 631 $92.2K 0.03% -89 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: 529 shares 529 $90.4K 0.02% new Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,630 shares; 2024Q4: 144,701 shares; 2025Q1: 148,901 shares; 2025Q2: 148,901 shares; 2025Q3: 127,935 shares; 2025Q4: 121,589 shares; 2026Q1: 2,652 shares; 2026Q2: 2,652 shares 2,652 $90.3K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,531 shares; 2024Q4: 9,964 shares; 2025Q1: 10,060 shares; 2025Q2: 10,060 shares; 2025Q3: 9,544 shares; 2025Q4: 11,123 shares; 2026Q1: 1,384 shares; 2026Q2: 810 shares 810 $88.9K 0.02% -574 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: 1,833 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,357 shares; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $88.3K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 793 shares; 2026Q2: 793 shares 793 $87.5K 0.02% 0 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: not reported; 2026Q2: 2,387 shares 2,387 $87.4K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 718 shares; 2026Q1: 1,256 shares; 2026Q2: 1,212 shares 1,212 $86.6K 0.02% -44 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 778 shares; 2026Q2: 780 shares 780 $85.4K 0.02% +2 Timeline SMOG 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: 627 shares; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $85.2K 0.02% 0 Timeline SPGP 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: 2,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $83.5K 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,444 shares; 2024Q4: 36,306 shares; 2025Q1: 38,617 shares; 2025Q2: 38,617 shares; 2025Q3: 34,031 shares; 2025Q4: 35,437 shares; 2026Q1: 4,612 shares; 2026Q2: 2,498 shares 2,498 $83.1K 0.02% -2,114 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,628 shares; 2024Q4: 15,821 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 15,411 shares; 2025Q4: 15,735 shares; 2026Q1: not reported; 2026Q2: 2,280 shares 2,280 $82.3K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $81.5K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $80.6K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,716 shares; 2026Q1: 2,580 shares; 2026Q2: 1,956 shares 1,956 $80.3K 0.02% -624 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272 $80K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $79.6K 0.02% 0 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: 30,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,739 shares; 2026Q1: 2,583 shares; 2026Q2: 2,583 shares 2,583 $78.8K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,631 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 2,391 shares; 2025Q4: 3,341 shares; 2026Q1: 290 shares; 2026Q2: 230 shares 230 $78.5K 0.02% -60 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: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $75.9K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 1,539 shares; 2026Q2: 2,275 shares 2,275 $75.7K 0.02% +736 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $74.2K 0.02% 0 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 2,690 shares; 2026Q2: 1,951 shares 1,951 $73.2K 0.02% -739 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: 4,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 195 shares; 2026Q2: 192 shares 192 $70.7K 0.02% -3 Timeline FNCL 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: not reported; 2024Q4: 4,771 shares; 2025Q1: 4,167 shares; 2025Q2: 4,167 shares; 2025Q3: 3,519 shares; 2025Q4: 3,142 shares; 2026Q1: 2,945 shares; 2026Q2: 906 shares 906 $69.3K 0.02% -2,039 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $69.3K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $68.3K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,172 shares 1,172 $67.7K 0.02% 0 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares; 2026Q2: 1,138 shares 1,138 $66.9K 0.02% 0 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 9,111 shares; 2026Q2: 8,087 shares 8,087 $66.6K 0.02% -1,024 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 641 shares; 2026Q2: 590 shares 590 $66.4K 0.02% -51 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 560 shares; 2026Q2: 167 shares 167 $66.3K 0.02% -393 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $64.3K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 101 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $64.2K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 744 shares; 2026Q1: 246 shares; 2026Q2: 258 shares 258 $61.3K 0.02% +12 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $61.3K 0.02% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 275 shares; 2026Q2: 235 shares 235 $59.2K 0.02% -40 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 304 shares; 2026Q2: 290 shares 290 $58.5K 0.02% -14 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: 13,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 848 shares; 2026Q2: 700 shares 700 $58K 0.02% -148 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,588 shares; 2024Q4: 39,567 shares; 2025Q1: 41,084 shares; 2025Q2: 41,084 shares; 2025Q3: 34,213 shares; 2025Q4: 32,360 shares; 2026Q1: 2,513 shares; 2026Q2: 2,152 shares 2,152 $56.8K 0.02% -361 Timeline EFAV 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: 643 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $56.4K 0.02% 0 Timeline FLTR 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: 2,130 shares; 2026Q1: 2,145 shares; 2026Q2: 2,169 shares 2,169 $55.5K 0.02% +24 Timeline SPLB 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: 80,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $55.5K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,790 shares; 2024Q4: 13,515 shares; 2025Q1: 13,801 shares; 2025Q2: 13,801 shares; 2025Q3: 12,095 shares; 2025Q4: 12,293 shares; 2026Q1: 821 shares; 2026Q2: 707 shares 707 $53.9K 0.01% -114 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: 729 shares; 2026Q1: 659 shares; 2026Q2: 642 shares 642 $53.7K 0.01% -17 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 1,254 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $53.1K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,278 shares; 2026Q1: 401 shares; 2026Q2: 391 shares 391 $53K 0.01% -10 Timeline DBEF 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: 6,240 shares; 2024Q4: 5,539 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $52.2K 0.01% 0 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares; 2025Q3: not reported; 2025Q4: 7,710 shares; 2026Q1: 6,883 shares; 2026Q2: 2,156 shares 2,156 $49.9K 0.01% -4,727 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,577 shares; 2024Q4: 57,433 shares; 2025Q1: 57,774 shares; 2025Q2: 57,774 shares; 2025Q3: 51,352 shares; 2025Q4: 53,399 shares; 2026Q1: 3,842 shares; 2026Q2: 3,337 shares 3,337 $49.9K 0.01% -505 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION 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: 188 shares; 2026Q1: 164 shares; 2026Q2: 158 shares 158 $49.7K 0.01% -6 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 316 shares; 2026Q1: 243 shares; 2026Q2: 244 shares 244 $48.9K 0.01% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $48.9K 0.01% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,772 shares; 2025Q1: 5,919 shares; 2025Q2: 5,919 shares; 2025Q3: 4,978 shares; 2025Q4: 4,147 shares; 2026Q1: 2,354 shares; 2026Q2: 703 shares 703 $48.9K 0.01% -1,651 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 2,172 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 3,297 shares; 2025Q4: 4,650 shares; 2026Q1: 322 shares; 2026Q2: 238 shares 238 $48.2K 0.01% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 972 shares 972 $47.8K 0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares; 2026Q2: 1,764 shares 1,764 $47.7K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares; 2026Q2: 280 shares 280 $47.5K 0.01% -742 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 389 shares; 2026Q2: 361 shares 361 $47.5K 0.01% -28 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,001 shares; 2024Q4: 57,374 shares; 2025Q1: 59,706 shares; 2025Q2: 59,706 shares; 2025Q3: 51,625 shares; 2025Q4: 49,338 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $47K 0.01% 0 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,010 shares; 2024Q4: 9,958 shares; 2025Q1: 9,043 shares; 2025Q2: 9,043 shares; 2025Q3: not reported; 2025Q4: 7,656 shares; 2026Q1: 5,973 shares; 2026Q2: 1,798 shares 1,798 $46.1K 0.01% -4,175 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: not reported; 2025Q4: 664 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $45.7K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,821 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 2,003 shares; 2025Q4: 2,328 shares; 2026Q1: 129 shares; 2026Q2: 109 shares 109 $45.6K 0.01% -20 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: 1,579 shares 1,579 $44.3K 0.01% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 2,234 shares; 2025Q4: 3,067 shares; 2026Q1: 217 shares; 2026Q2: 167 shares 167 $44.1K 0.01% -50 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $43.9K 0.01% 0 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,627 shares; 2024Q4: 8,290 shares; 2025Q1: 7,971 shares; 2025Q2: 7,971 shares; 2025Q3: 6,765 shares; 2025Q4: 6,223 shares; 2026Q1: 974 shares; 2026Q2: 618 shares 618 $43.5K 0.01% -356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 535 shares 535 $43.5K 0.01% +100 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 824 shares 824 $43.4K 0.01% +322 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,042 shares; 2026Q2: 497 shares 497 $42.1K 0.01% -545 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: 3,141 shares; 2024Q4: 3,190 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,634 shares; 2025Q4: 1,106 shares; 2026Q1: 461 shares; 2026Q2: 461 shares 461 $41.8K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $41.8K 0.01% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,756 shares; 2026Q1: 2,162 shares; 2026Q2: 818 shares 818 $41K 0.01% -1,344 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $40.9K 0.01% 0 Timeline FIGS FIGS INC More: the full row for FIGS 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: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 3,994 shares 3,994 $40.9K 0.01% -6 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL 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: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $40.7K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $40.1K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,346 shares; 2025Q4: 1,285 shares; 2026Q1: 1,082 shares; 2026Q2: 326 shares 326 $40.1K 0.01% -756 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares; 2026Q2: 897 shares 897 $39.5K 0.01% -2,603 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,821 shares; 2024Q4: 11,806 shares; 2025Q1: 12,961 shares; 2025Q2: 12,961 shares; 2025Q3: 12,386 shares; 2025Q4: 14,203 shares; 2026Q1: 844 shares; 2026Q2: 687 shares 687 $38.7K 0.01% -157 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $38.6K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS 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: 1,569 shares; 2026Q1: 543 shares; 2026Q2: 543 shares 543 $37.6K 0.01% 0 Timeline AFDM 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: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $36.3K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $36K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 754 shares; 2026Q2: 341 shares 341 $35.4K 0.01% -413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 307 shares; 2026Q2: 365 shares 365 $35.2K 0.01% +58 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $35.2K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 881 shares; 2026Q1: 409 shares; 2026Q2: 386 shares 386 $34.2K 0.01% -23 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,951 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 2,649 shares; 2025Q4: 3,701 shares; 2026Q1: 255 shares; 2026Q2: 191 shares 191 $33.9K 0.01% -64 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,897 shares; 2026Q2: 2,897 shares 2,897 $33.8K 0.01% 0 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: 1,716 shares; 2025Q4: 2,388 shares; 2026Q1: 226 shares; 2026Q2: 182 shares 182 $33.6K 0.01% -44 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS 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: 191 shares; 2026Q1: 192 shares; 2026Q2: 193 shares 193 $33.2K 0.01% +1 Timeline XHB 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: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $31.1K 0.01% 0 Timeline AES AES CORP More: the full row for AES 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: 6,363 shares; 2026Q1: 2,094 shares; 2026Q2: 2,094 shares 2,094 $30.7K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278 $30.2K 0.01% 0 Timeline MINT 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: 17,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 374 shares; 2026Q2: 298 shares 298 $30K 0.01% -76 Timeline DVY 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: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $28.8K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 738 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,502 shares; 2026Q1: 109 shares; 2026Q2: 84 shares 84 $28.7K 0.01% -25 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: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $28.4K 0.01% 0 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 1,114 shares; 2026Q2: 579 shares 579 $28.2K 0.01% -535 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 1,050 shares; 2026Q2: 322 shares 322 $28.1K 0.01% -728 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: 535 shares 535 $26.9K 0.01% new Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares; 2026Q2: 836 shares 836 $26.4K 0.01% -320 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $26.3K 0.01% 0 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares 681 $25.7K 0.01% new Timeline FMC FMC CORP More: the full row for FMC 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: 4,793 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares 2,233 $25.7K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 662 shares; 2026Q2: 182 shares 182 $25.3K 0.01% -480 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: not reported; 2025Q4: not reported; 2026Q1: 101 shares; 2026Q2: 419 shares 419 $25K 0.01% +318 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: not reported; 2025Q4: 2,819 shares; 2026Q1: 2,190 shares; 2026Q2: 1,061 shares 1,061 $24.9K 0.01% -1,129 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: not reported; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $24.6K 0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,041 shares; 2024Q4: 61,849 shares; 2025Q1: 74,335 shares; 2025Q2: 74,335 shares; 2025Q3: 79,652 shares; 2025Q4: 114,319 shares; 2026Q1: 4,857 shares; 2026Q2: 3,920 shares 3,920 $24.1K 0.01% -937 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 577 shares; 2026Q2: 180 shares 180 $23.9K 0.01% -397 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: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $23.4K 0.01% 0 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,650 shares; 2024Q4: 33,629 shares; 2025Q1: 34,182 shares; 2025Q2: 34,182 shares; 2025Q3: 29,277 shares; 2025Q4: 27,756 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $22.9K 0.01% 0 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: 8,129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $22.7K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $22.6K 0.01% 0 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: 259 shares; 2026Q1: 246 shares; 2026Q2: 235 shares 235 $22.2K 0.01% -11 Timeline VNQI 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: 15,558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $22.2K 0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $21.9K 0.01% 0 Timeline FDN 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: 1,192 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 82 shares 82 $21.7K 0.01% -60 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 189 shares; 2026Q1: 143 shares; 2026Q2: 133 shares 133 $21.7K 0.01% -10 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares; 2026Q1: 213 shares; 2026Q2: 219 shares 219 $21.4K 0.01% +6 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL 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: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $21.4K 0.01% 0 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $21.2K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 99 shares; 2026Q2: 167 shares 167 $21.1K 0.01% +68 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $21K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $21K 0.01% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $21K 0.01% 0 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: not reported; 2026Q2: 413 shares 413 $20.8K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 1,384 shares; 2026Q1: 1,406 shares; 2026Q2: 580 shares 580 $20.2K 0.01% -826 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION 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: 602 shares; 2026Q2: 177 shares 177 $20.2K 0.01% -425 Timeline TBIL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares; 2026Q1: 85 shares; 2026Q2: 400 shares 400 $19.9K 0.01% +315 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,309 shares; 2026Q2: 2,328 shares 2,328 $19.8K 0.01% +19 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $19.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $19.6K 0.01% 0 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $19.2K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $19K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $19K 0.01% 0 Timeline QBUL ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,659 shares; 2024Q4: 39,104 shares; 2025Q1: 41,182 shares; 2025Q2: 41,182 shares; 2025Q3: 35,740 shares; 2025Q4: 34,789 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $19K 0.01% 0 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: 1,293 shares; 2026Q2: 666 shares 666 $18.9K 0.01% -627 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 379 shares; 2026Q2: 104 shares 104 $18.7K 0.01% -275 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 656 shares; 2026Q2: 203 shares 203 $18.6K 0.01% -453 Timeline AOM 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: 368 shares; 2026Q1: 367 shares; 2026Q2: 369 shares 369 $18.4K 0.01% +2 Timeline QGRW 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 277 shares 277 $18.3K 0.01% +177 Timeline SCHC 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: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $17.9K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $17.7K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,322 shares; 2025Q4: 10,106 shares; 2026Q1: 660 shares; 2026Q2: 499 shares 499 $17.3K <0.01% -161 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $17K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 1,975 shares; 2026Q2: 609 shares 609 $16.7K <0.01% -1,366 Timeline IWS 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: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $16K <0.01% 0 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS 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: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $15.8K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $15.8K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344 shares; 2026Q1: 220 shares; 2026Q2: 168 shares 168 $15.7K <0.01% -52 Timeline RFFC ALPS ETF TR More: the full row for ALPS 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: 2,435 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $15.7K <0.01% 0 Timeline BKLN 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: 1,447 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $15.3K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 645 shares; 2026Q2: 212 shares 212 $15.3K <0.01% -433 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $15.2K <0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $14.8K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 85 shares; 2026Q1: 63 shares; 2026Q2: 58 shares 58 $14.8K <0.01% -5 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $14.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 76 shares; 2026Q2: 65 shares 65 $14.5K <0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $14.2K <0.01% 0 Timeline IYR 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: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $14.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $14K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $13.9K <0.01% 0 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: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $13.9K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 671 shares; 2026Q2: 175 shares 175 $13.8K <0.01% -496 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $13.6K <0.01% 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: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $13.4K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $13.2K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 307 shares; 2026Q2: 258 shares 258 $13K <0.01% -49 Timeline MMM 3M CO More: the full row for 3M 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: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $13K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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: 71 shares; 2026Q1: 46 shares; 2026Q2: 40 shares 40 $12.6K <0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 328 shares; 2026Q1: 336 shares; 2026Q2: 302 shares 302 $12.5K <0.01% -34 Timeline CDW CDW CORP More: the full row for CDW 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: 150 shares; 2026Q1: 96 shares; 2026Q2: 88 shares 88 $12.4K <0.01% -8 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I 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: 487 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $12.3K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $12.3K <0.01% 0 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares; 2026Q2: 378 shares 378 $12.2K <0.01% -853 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $12.1K <0.01% 0 Timeline CMDT 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: 16,927 shares; 2024Q4: 22,322 shares; 2025Q1: 23,102 shares; 2025Q2: 23,102 shares; 2025Q3: 20,703 shares; 2025Q4: 20,179 shares; 2026Q1: 481 shares; 2026Q2: 394 shares 394 $12.1K <0.01% -87 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 174 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $11.9K <0.01% 0 Timeline SLYG 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: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $11.8K <0.01% 0 Timeline SCZ 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: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $11.8K <0.01% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 496 shares 496 $11.7K <0.01% +250 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $11.7K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 392 shares; 2026Q1: 303 shares; 2026Q2: 204 shares 204 $11.5K <0.01% -99 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 704 shares; 2026Q2: 704 shares 704 $11.5K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $11.5K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $11.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.3K <0.01% 0 Timeline NOVZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 13,516 shares; 2025Q4: 13,009 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $11.3K <0.01% 0 Timeline MARZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 17,184 shares; 2025Q4: 16,593 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $11.2K <0.01% 0 Timeline APRZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 12,937 shares; 2025Q4: 12,352 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $11.2K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $11.2K <0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 790 shares; 2026Q1: 369 shares; 2026Q2: 100 shares 100 $11.2K <0.01% -269 Timeline JBND 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: 206 shares 206 $11K <0.01% new Timeline M MACYS INC More: the full row for MACYS 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: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $10.9K <0.01% 0 Timeline JULZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 13,148 shares; 2025Q4: 12,843 shares; 2026Q1: 232 shares; 2026Q2: 232 shares 232 $10.5K <0.01% 0 Timeline RFEM 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: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $10.5K <0.01% 0 Timeline FMTM 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $10.4K <0.01% new 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: not reported; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $10.4K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $10.3K <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I 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: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $10K <0.01% 0 Timeline FMDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $9.9K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $9.78K <0.01% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $9.7K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares 81 $9.52K <0.01% new Timeline ARKQ 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: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $8.99K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $8.96K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $8.92K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $8.87K <0.01% 0 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $8.79K <0.01% 0 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,167 shares; 2024Q4: 35,274 shares; 2025Q1: 36,821 shares; 2025Q2: 36,821 shares; 2025Q3: 33,234 shares; 2025Q4: 32,939 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $8.71K <0.01% 0 Timeline