ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,028 shares; 2024Q4: 53,741 shares; 2025Q1: 53,563 shares; 2025Q2: 53,048 shares; 2025Q3: 54,806 shares; 2025Q4: 84,528 shares; 2026Q1: 88,889 shares; 2026Q2: 94,640 shares 94,640 $15.5M 6.01% +5,751 Timeline PSP 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: 193,850 shares; 2024Q4: 198,984 shares; 2025Q1: 190,273 shares; 2025Q2: 189,120 shares; 2025Q3: 192,882 shares; 2025Q4: 203,555 shares; 2026Q1: 226,685 shares; 2026Q2: 232,282 shares 232,282 $12.9M 5% +5,597 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: 23,458 shares; 2024Q4: 25,503 shares; 2025Q1: 26,396 shares; 2025Q2: 26,963 shares; 2025Q3: 28,240 shares; 2025Q4: 30,036 shares; 2026Q1: 30,695 shares; 2026Q2: 31,847 shares 31,847 $11.8M 4.56% +1,152 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: 16,331 shares; 2024Q4: 22,786 shares; 2025Q1: 24,880 shares; 2025Q2: 26,370 shares; 2025Q3: 28,650 shares; 2025Q4: 58,878 shares; 2026Q1: 62,874 shares; 2026Q2: 66,902 shares 66,902 $10.8M 4.18% +4,028 Timeline SPHQ 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: 21,960 shares; 2024Q4: 31,943 shares; 2025Q1: 34,961 shares; 2025Q2: 37,446 shares; 2025Q3: 41,752 shares; 2025Q4: 94,775 shares; 2026Q1: 99,822 shares; 2026Q2: 106,985 shares 106,985 $9.64M 3.73% +7,163 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,414 shares; 2024Q4: 60,354 shares; 2025Q1: 64,993 shares; 2025Q2: 69,103 shares; 2025Q3: 75,995 shares; 2025Q4: 128,893 shares; 2026Q1: 136,155 shares; 2026Q2: 146,141 shares 146,141 $9.09M 3.52% +9,986 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,175 shares; 2024Q4: 212,297 shares; 2025Q1: 225,276 shares; 2025Q2: 217,588 shares; 2025Q3: 220,298 shares; 2025Q4: 229,549 shares; 2026Q1: 216,639 shares; 2026Q2: 217,224 shares 217,224 $7.95M 3.07% +585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 48,185 shares; 2025Q4: 47,982 shares; 2026Q1: 48,186 shares; 2026Q2: 38,920 shares 38,920 $7.79M 3.01% -9,266 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,947 shares; 2024Q4: 30,965 shares; 2025Q1: 35,660 shares; 2025Q2: 41,503 shares; 2025Q3: 46,147 shares; 2025Q4: 33,229 shares; 2026Q1: 35,096 shares; 2026Q2: 36,936 shares 36,936 $6.95M 2.69% +1,840 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,555 shares; 2024Q4: 37,388 shares; 2025Q1: 36,833 shares; 2025Q2: 35,839 shares; 2025Q3: 36,817 shares; 2025Q4: 59,793 shares; 2026Q1: 61,645 shares; 2026Q2: 66,584 shares 66,584 $6.92M 2.67% +4,939 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,696 shares; 2024Q4: 33,252 shares; 2025Q1: 36,642 shares; 2025Q2: 39,329 shares; 2025Q3: 43,953 shares; 2025Q4: 66,188 shares; 2026Q1: 70,170 shares; 2026Q2: 75,683 shares 75,683 $5.74M 2.22% +5,513 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,599 shares; 2024Q4: 29,125 shares; 2025Q1: 36,439 shares; 2025Q2: 30,413 shares; 2025Q3: 30,323 shares; 2025Q4: 31,483 shares; 2026Q1: 31,053 shares; 2026Q2: 31,316 shares 31,316 $4.92M 1.9% +263 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,214 shares; 2024Q4: 46,580 shares; 2025Q1: 54,784 shares; 2025Q2: 61,385 shares; 2025Q3: 78,299 shares; 2025Q4: 78,383 shares; 2026Q1: 94,460 shares; 2026Q2: 96,439 shares 96,439 $4.88M 1.89% +1,979 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: 7,810 shares; 2024Q4: 15,367 shares; 2025Q1: 17,728 shares; 2025Q2: 21,435 shares; 2025Q3: 24,203 shares; 2025Q4: 29,983 shares; 2026Q1: 30,638 shares; 2026Q2: 32,391 shares 32,391 $4.8M 1.86% +1,753 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: 14,140 shares; 2024Q4: 14,150 shares; 2025Q1: 13,183 shares; 2025Q2: 13,196 shares; 2025Q3: 13,208 shares; 2025Q4: 13,219 shares; 2026Q1: 13,231 shares; 2026Q2: 13,241 shares 13,241 $4.75M 1.84% +10 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: 78,690 shares; 2024Q4: 76,929 shares; 2025Q1: 59,577 shares; 2025Q2: 58,775 shares; 2025Q3: 60,010 shares; 2025Q4: 43,682 shares; 2026Q1: 49,140 shares; 2026Q2: 50,784 shares 50,784 $4.21M 1.63% +1,644 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: 34,984 shares; 2024Q4: 28,403 shares; 2025Q1: 28,070 shares; 2025Q2: 27,429 shares; 2025Q3: 28,143 shares; 2025Q4: 45,107 shares; 2026Q1: 46,592 shares; 2026Q2: 50,158 shares 50,158 $4.13M 1.6% +3,566 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,263 shares; 2024Q4: 37,650 shares; 2025Q1: 37,846 shares; 2025Q2: 37,403 shares; 2025Q3: 39,288 shares; 2025Q4: 67,411 shares; 2026Q1: 70,107 shares; 2026Q2: 74,809 shares 74,809 $4.02M 1.56% +4,702 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 103,072 shares; 2026Q1: 105,631 shares; 2026Q2: 113,659 shares 113,659 $3.99M 1.54% +8,028 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,026 shares; 2024Q4: 34,436 shares; 2025Q1: 33,561 shares; 2025Q2: 32,430 shares; 2025Q3: 33,184 shares; 2025Q4: 50,105 shares; 2026Q1: 51,894 shares; 2026Q2: 56,250 shares 56,250 $3.91M 1.51% +4,356 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 100,000 shares; 2025Q3: 100,014 shares; 2025Q4: 62,062 shares; 2026Q1: 56,567 shares; 2026Q2: 58,704 shares 58,704 $3.68M 1.42% +2,137 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,096 shares; 2024Q4: 33,689 shares; 2025Q1: 37,120 shares; 2025Q2: 41,815 shares; 2025Q3: 54,432 shares; 2025Q4: 55,789 shares; 2026Q1: 68,594 shares; 2026Q2: 70,113 shares 70,113 $2.97M 1.15% +1,519 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,379 shares; 2024Q4: 27,211 shares; 2025Q1: 31,563 shares; 2025Q2: 35,285 shares; 2025Q3: 46,094 shares; 2025Q4: 47,122 shares; 2026Q1: 57,954 shares; 2026Q2: 59,051 shares 59,051 $2.96M 1.15% +1,097 Timeline LMBS 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: 34,414 shares; 2024Q4: 40,511 shares; 2025Q1: 48,296 shares; 2025Q2: 54,223 shares; 2025Q3: 70,426 shares; 2025Q4: 47,421 shares; 2026Q1: 58,227 shares; 2026Q2: 59,280 shares 59,280 $2.95M 1.14% +1,053 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: 8,853 shares; 2024Q4: 10,728 shares; 2025Q1: 13,476 shares; 2025Q2: 14,984 shares; 2025Q3: 19,430 shares; 2025Q4: 19,737 shares; 2026Q1: 24,614 shares; 2026Q2: 24,794 shares 24,794 $2.91M 1.13% +180 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,877 shares; 2024Q4: 55,980 shares; 2025Q1: 55,057 shares; 2025Q2: 50,524 shares; 2025Q3: 50,623 shares; 2025Q4: 35,463 shares; 2026Q1: 28,322 shares; 2026Q2: 29,527 shares 29,527 $2.85M 1.1% +1,205 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: 1,412 shares; 2024Q4: 2,609 shares; 2025Q1: 3,878 shares; 2025Q2: 4,781 shares; 2025Q3: 5,884 shares; 2025Q4: 13,950 shares; 2026Q1: 16,235 shares; 2026Q2: 14,393 shares 14,393 $2.74M 1.06% -1,842 Timeline FEMB 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: 64,906 shares; 2026Q1: 78,913 shares; 2026Q2: 81,169 shares 81,169 $2.37M 0.92% +2,256 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,495 shares; 2024Q4: 9,754 shares; 2025Q1: 11,571 shares; 2025Q2: 13,306 shares; 2025Q3: 15,129 shares; 2025Q4: 10,460 shares; 2026Q1: 11,061 shares; 2026Q2: 11,587 shares 11,587 $2.32M 0.9% +526 Timeline JSI 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: 34,065 shares; 2026Q1: 41,831 shares; 2026Q2: 42,939 shares 42,939 $2.2M 0.85% +1,108 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: 7,305 shares; 2024Q4: 6,943 shares; 2025Q1: 6,123 shares; 2025Q2: 5,511 shares; 2025Q3: 4,967 shares; 2025Q4: 4,245 shares; 2026Q1: 4,425 shares; 2026Q2: 4,532 shares 4,532 $2.16M 0.84% +107 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: 4,731 shares; 2024Q4: 4,700 shares; 2025Q1: 4,689 shares; 2025Q2: 5,230 shares; 2025Q3: 5,251 shares; 2025Q4: 5,260 shares; 2026Q1: 5,297 shares; 2026Q2: 5,487 shares 5,487 $2.05M 0.79% +190 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,329 shares; 2024Q4: 10,261 shares; 2025Q1: 16,062 shares; 2025Q2: 21,490 shares; 2025Q3: 27,034 shares; 2025Q4: 31,700 shares; 2026Q1: 35,097 shares; 2026Q2: 39,268 shares 39,268 $1.99M 0.77% +4,171 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,185 shares; 2026Q1: 76,957 shares; 2026Q2: 78,510 shares 78,510 $1.9M 0.74% +1,553 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: 17,648 shares; 2024Q4: 19,101 shares; 2025Q1: 20,011 shares; 2025Q2: 19,556 shares; 2025Q3: 20,230 shares; 2025Q4: 23,999 shares; 2026Q1: 24,748 shares; 2026Q2: 25,778 shares 25,778 $1.89M 0.73% +1,030 Timeline IBHF 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: 64,635 shares; 2026Q1: 80,538 shares; 2026Q2: 82,690 shares 82,690 $1.87M 0.72% +2,152 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: 18,653 shares; 2024Q4: 29,146 shares; 2025Q1: 31,574 shares; 2025Q2: 33,795 shares; 2025Q3: 37,089 shares; 2025Q4: 15,572 shares; 2026Q1: 16,533 shares; 2026Q2: 17,871 shares 17,871 $1.86M 0.72% +1,338 Timeline IBTG 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: 63,636 shares; 2026Q1: 79,035 shares; 2026Q2: 79,434 shares 79,434 $1.82M 0.7% +399 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,074 shares; 2024Q4: 28,984 shares; 2025Q1: 29,221 shares; 2025Q2: 28,719 shares; 2025Q3: 30,163 shares; 2025Q4: 30,176 shares; 2026Q1: 31,791 shares; 2026Q2: 35,815 shares 35,815 $1.77M 0.68% +4,024 Timeline FTSL 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: 29,825 shares; 2024Q4: 36,005 shares; 2025Q1: 41,089 shares; 2025Q2: 46,380 shares; 2025Q3: 58,386 shares; 2025Q4: 31,589 shares; 2026Q1: 38,088 shares; 2026Q2: 39,232 shares 39,232 $1.76M 0.68% +1,144 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: 4,575 shares; 2024Q4: 4,606 shares; 2025Q1: 4,662 shares; 2025Q2: 5,492 shares; 2025Q3: 5,355 shares; 2025Q4: 5,286 shares; 2026Q1: 5,299 shares; 2026Q2: 5,820 shares 5,820 $1.68M 0.65% +521 Timeline PCY 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: 31,040 shares; 2024Q4: 38,294 shares; 2025Q1: 45,450 shares; 2025Q2: 51,328 shares; 2025Q3: 64,024 shares; 2025Q4: 62,248 shares; 2026Q1: 75,810 shares; 2026Q2: 77,525 shares 77,525 $1.68M 0.65% +1,715 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 1,212 shares; 2025Q1: 1,556 shares; 2025Q2: 1,806 shares; 2025Q3: 2,075 shares; 2025Q4: 2,224 shares; 2026Q1: 2,405 shares; 2026Q2: 2,346 shares 2,346 $1.54M 0.6% -59 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,607 shares; 2024Q4: 33,747 shares; 2025Q1: 41,448 shares; 2025Q2: 52,937 shares; 2025Q3: 60,656 shares; 2025Q4: 13,464 shares; 2026Q1: 13,343 shares; 2026Q2: 13,299 shares 13,299 $1.46M 0.57% -44 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: 29,839 shares; 2024Q4: 31,961 shares; 2025Q1: 31,467 shares; 2025Q2: 30,050 shares; 2025Q3: 29,922 shares; 2025Q4: 32,329 shares; 2026Q1: 29,230 shares; 2026Q2: 30,184 shares 30,184 $1.35M 0.52% +954 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,542 shares; 2025Q1: 9,275 shares; 2025Q2: 11,384 shares; 2025Q3: 14,223 shares; 2025Q4: 16,865 shares; 2026Q1: 19,472 shares; 2026Q2: 20,540 shares 20,540 $1.35M 0.52% +1,068 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 4,471 shares; 2025Q3: 5,697 shares; 2025Q4: 7,229 shares; 2026Q1: 8,789 shares; 2026Q2: 14,331 shares 14,331 $1.29M 0.5% +5,542 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: 12,208 shares; 2024Q4: 12,529 shares; 2025Q1: 12,097 shares; 2025Q2: 11,788 shares; 2025Q3: 12,105 shares; 2025Q4: 12,795 shares; 2026Q1: 13,040 shares; 2026Q2: 13,199 shares 13,199 $1.27M 0.49% +159 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,152 shares; 2025Q2: 7,571 shares; 2025Q3: 8,922 shares; 2025Q4: 9,379 shares; 2026Q1: 10,725 shares; 2026Q2: 11,473 shares 11,473 $1.13M 0.44% +748 Timeline IBB 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: 2,252 shares; 2025Q1: 3,515 shares; 2025Q2: 4,585 shares; 2025Q3: 5,865 shares; 2025Q4: 7,073 shares; 2026Q1: 8,003 shares; 2026Q2: 5,691 shares 5,691 $1.08M 0.42% -2,312 Timeline XBI 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: 6,409 shares 6,409 $1.01M 0.39% new Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,871 shares; 2024Q4: 18,611 shares; 2025Q1: 20,688 shares; 2025Q2: 20,233 shares; 2025Q3: 20,697 shares; 2025Q4: 22,287 shares; 2026Q1: 21,290 shares; 2026Q2: 21,501 shares 21,501 $974K 0.38% +211 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: 478 shares; 2024Q4: 462 shares; 2025Q1: 484 shares; 2025Q2: 468 shares; 2025Q3: 463 shares; 2025Q4: 787 shares; 2026Q1: 765 shares; 2026Q2: 809 shares 809 $971K 0.38% +44 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: not reported; 2026Q2: 16,060 shares 16,060 $959K 0.37% new 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: 1,240 shares; 2025Q2: 1,518 shares; 2025Q3: 1,891 shares; 2025Q4: 2,303 shares; 2026Q1: 2,667 shares; 2026Q2: 3,040 shares 3,040 $921K 0.36% +373 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY 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: 37,314 shares; 2026Q2: 31,314 shares 31,314 $921K 0.36% -6,000 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: 7,532 shares; 2025Q1: 11,307 shares; 2025Q2: 14,403 shares; 2025Q3: 18,520 shares; 2025Q4: 22,840 shares; 2026Q1: 26,370 shares; 2026Q2: 23,535 shares 23,535 $893K 0.35% -2,835 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: 2,303 shares; 2024Q4: 2,288 shares; 2025Q1: 2,506 shares; 2025Q2: 2,424 shares; 2025Q3: 3,440 shares; 2025Q4: 3,349 shares; 2026Q1: 3,308 shares; 2026Q2: 3,494 shares 3,494 $879K 0.34% +186 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: not reported; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 3,837 shares; 2025Q3: 4,752 shares; 2025Q4: 5,794 shares; 2026Q1: 6,723 shares; 2026Q2: 7,592 shares 7,592 $872K 0.34% +869 Timeline SKYY 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: 2,986 shares; 2025Q1: 4,123 shares; 2025Q2: 5,180 shares; 2025Q3: 6,567 shares; 2025Q4: 8,138 shares; 2026Q1: 9,907 shares; 2026Q2: 6,445 shares 6,445 $867K 0.34% -3,462 Timeline JTEK 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: 7,689 shares 7,689 $858K 0.33% 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: 6,728 shares; 2024Q4: 7,172 shares; 2025Q1: 7,338 shares; 2025Q2: 7,191 shares; 2025Q3: 7,337 shares; 2025Q4: 7,926 shares; 2026Q1: 7,858 shares; 2026Q2: 8,137 shares 8,137 $785K 0.3% +279 Timeline ROKT 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: 6,487 shares 6,487 $775K 0.3% new 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: 30,874 shares; 2024Q4: 33,245 shares; 2025Q1: 34,997 shares; 2025Q2: 38,716 shares; 2025Q3: 48,319 shares; 2025Q4: 49,868 shares; 2026Q1: 51,471 shares; 2026Q2: 46,308 shares 46,308 $765K 0.3% -5,163 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: 1,427 shares; 2024Q4: 1,441 shares; 2025Q1: 1,445 shares; 2025Q2: 1,395 shares; 2025Q3: 1,398 shares; 2025Q4: 13,193 shares; 2026Q1: 13,183 shares; 2026Q2: 10,463 shares 10,463 $747K 0.29% -2,720 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: 17,880 shares; 2024Q4: 18,336 shares; 2025Q1: 18,974 shares; 2025Q2: 18,475 shares; 2025Q3: 18,788 shares; 2025Q4: 14,871 shares; 2026Q1: 15,536 shares; 2026Q2: 15,408 shares 15,408 $746K 0.29% -128 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares; 2026Q2: 1,948 shares 1,948 $736K 0.28% +670 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: 12,538 shares; 2024Q4: 12,065 shares; 2025Q1: 12,084 shares; 2025Q2: 12,065 shares; 2025Q3: 11,584 shares; 2025Q4: 10,948 shares; 2026Q1: 10,193 shares; 2026Q2: 10,193 shares 10,193 $736K 0.28% 0 Timeline MLPA 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: 10,331 shares; 2024Q4: 10,557 shares; 2025Q1: 10,844 shares; 2025Q2: 11,911 shares; 2025Q3: 14,877 shares; 2025Q4: 15,297 shares; 2026Q1: 15,509 shares; 2026Q2: 13,767 shares 13,767 $731K 0.28% -1,742 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,521 shares; 2024Q4: 15,132 shares; 2025Q1: 16,571 shares; 2025Q2: 16,037 shares; 2025Q3: 16,224 shares; 2025Q4: 17,465 shares; 2026Q1: 17,099 shares; 2026Q2: 17,596 shares 17,596 $719K 0.28% +497 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: not reported; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 5,518 shares; 2025Q3: 6,532 shares; 2025Q4: 11,774 shares; 2026Q1: 12,549 shares; 2026Q2: 12,988 shares 12,988 $680K 0.26% +439 Timeline AMLP 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: 15,049 shares; 2024Q4: 15,669 shares; 2025Q1: 13,745 shares; 2025Q2: 13,618 shares; 2025Q3: 14,310 shares; 2025Q4: 15,507 shares; 2026Q1: 12,516 shares; 2026Q2: 12,809 shares 12,809 $664K 0.26% +293 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,185 shares; 2024Q4: 9,297 shares; 2025Q1: 9,865 shares; 2025Q2: 9,550 shares; 2025Q3: 9,651 shares; 2025Q4: 10,553 shares; 2026Q1: 9,890 shares; 2026Q2: 10,300 shares 10,300 $660K 0.26% +410 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,053 shares; 2024Q4: 7,518 shares; 2025Q1: 7,436 shares; 2025Q2: 7,332 shares; 2025Q3: 7,602 shares; 2025Q4: 8,053 shares; 2026Q1: 5,967 shares; 2026Q2: 5,996 shares 5,996 $659K 0.25% +29 Timeline KBWD 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: 30,238 shares; 2024Q4: 33,801 shares; 2025Q1: 36,215 shares; 2025Q2: 41,152 shares; 2025Q3: 52,252 shares; 2025Q4: 54,829 shares; 2026Q1: 57,983 shares; 2026Q2: 52,469 shares 52,469 $652K 0.25% -5,514 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: 19,976 shares; 2024Q4: 24,400 shares; 2025Q1: 29,732 shares; 2025Q2: 37,084 shares; 2025Q3: 41,655 shares; 2025Q4: 8,995 shares; 2026Q1: 8,900 shares; 2026Q2: 8,836 shares 8,836 $604K 0.23% -64 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,991 shares; 2024Q4: 9,330 shares; 2025Q1: 9,017 shares; 2025Q2: 8,923 shares; 2025Q3: 8,894 shares; 2025Q4: 8,344 shares; 2026Q1: 6,567 shares; 2026Q2: 7,776 shares 7,776 $587K 0.23% +1,209 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,158 shares; 2024Q4: 6,292 shares; 2025Q1: 6,839 shares; 2025Q2: 6,815 shares; 2025Q3: 7,014 shares; 2025Q4: 8,033 shares; 2026Q1: 8,148 shares; 2026Q2: 8,622 shares 8,622 $571K 0.22% +474 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: 154,135 shares; 2024Q4: 6,431 shares; 2025Q1: 5,412 shares; 2025Q2: 5,439 shares; 2025Q3: 5,465 shares; 2025Q4: 5,307 shares; 2026Q1: 4,864 shares; 2026Q2: 4,870 shares 4,870 $568K 0.22% +6 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,313 shares; 2024Q4: 6,721 shares; 2025Q1: 3,543 shares; 2025Q2: 3,440 shares; 2025Q3: 4,211 shares; 2025Q4: 4,537 shares; 2026Q1: 5,902 shares; 2026Q2: 6,013 shares 6,013 $551K 0.21% +111 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,818 shares; 2025Q1: 3,216 shares; 2025Q2: 4,700 shares; 2025Q3: 5,596 shares; 2025Q4: 7,176 shares; 2026Q1: 9,003 shares; 2026Q2: 10,706 shares 10,706 $547K 0.21% +1,703 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 843 shares; 2025Q2: 1,496 shares; 2025Q3: 1,365 shares; 2025Q4: 1,630 shares; 2026Q1: 1,645 shares; 2026Q2: 1,665 shares 1,665 $545K 0.21% +20 Timeline PCEF 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: 17,817 shares; 2024Q4: 18,895 shares; 2025Q1: 19,889 shares; 2025Q2: 21,888 shares; 2025Q3: 26,955 shares; 2025Q4: 27,628 shares; 2026Q1: 28,404 shares; 2026Q2: 25,516 shares 25,516 $518K 0.2% -2,888 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,904 shares; 2024Q4: 27,924 shares; 2025Q1: 30,817 shares; 2025Q2: 30,123 shares; 2025Q3: 31,041 shares; 2025Q4: 33,929 shares; 2026Q1: 32,220 shares; 2026Q2: 32,629 shares 32,629 $518K 0.2% +409 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,736 shares; 2024Q4: 15,705 shares; 2025Q1: 19,005 shares; 2025Q2: 23,585 shares; 2025Q3: 26,671 shares; 2025Q4: 5,784 shares; 2026Q1: 5,755 shares; 2026Q2: 5,786 shares 5,786 $515K 0.2% +31 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 651 shares; 2025Q1: 714 shares; 2025Q2: 688 shares; 2025Q3: 684 shares; 2025Q4: 650 shares; 2026Q1: 509 shares; 2026Q2: 505 shares 505 $494K 0.19% -4 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: 5,803 shares; 2024Q4: 6,159 shares; 2025Q1: 6,508 shares; 2025Q2: 7,277 shares; 2025Q3: 9,111 shares; 2025Q4: 9,385 shares; 2026Q1: 9,631 shares; 2026Q2: 8,715 shares 8,715 $492K 0.19% -916 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: 1,628 shares; 2024Q4: 1,629 shares; 2025Q1: 1,685 shares; 2025Q2: 3,050 shares; 2025Q3: 3,079 shares; 2025Q4: 3,001 shares; 2026Q1: 2,091 shares; 2026Q2: 2,050 shares 2,050 $489K 0.19% -41 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,203 shares; 2024Q4: 16,293 shares; 2025Q1: 19,971 shares; 2025Q2: 24,979 shares; 2025Q3: 28,477 shares; 2025Q4: 6,373 shares; 2026Q1: 6,363 shares; 2026Q2: 6,358 shares 6,358 $479K 0.19% -5 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: not reported; 2026Q1: not reported; 2026Q2: 7,483 shares 7,483 $469K 0.18% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,953 shares; 2024Q4: 9,555 shares; 2025Q1: 11,513 shares; 2025Q2: 11,408 shares; 2025Q3: 11,436 shares; 2025Q4: 11,263 shares; 2026Q1: 7,955 shares; 2026Q2: 8,057 shares 8,057 $469K 0.18% +102 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,356 shares; 2024Q4: 16,601 shares; 2025Q1: 19,963 shares; 2025Q2: 24,695 shares; 2025Q3: 27,992 shares; 2025Q4: 6,088 shares; 2026Q1: 6,064 shares; 2026Q2: 6,132 shares 6,132 $461K 0.18% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares; 2026Q1: 1,141 shares; 2026Q2: 791 shares 791 $460K 0.18% -350 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: not reported; 2026Q1: not reported; 2026Q2: 1,503 shares 1,503 $448K 0.17% new 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: 254 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $430K 0.17% 0 Timeline BIZD 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: 21,965 shares; 2024Q4: 23,055 shares; 2025Q1: 22,734 shares; 2025Q2: 25,201 shares; 2025Q3: 31,259 shares; 2025Q4: 34,270 shares; 2026Q1: 36,225 shares; 2026Q2: 33,814 shares 33,814 $428K 0.17% -2,411 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,330 shares; 2024Q4: 59,852 shares; 2025Q1: 60,077 shares; 2025Q2: 63,830 shares; 2025Q3: 62,771 shares; 2025Q4: 64,505 shares; 2026Q1: 66,400 shares; 2026Q2: 68,503 shares 68,503 $427K 0.17% +2,103 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares; 2026Q2: 833 shares 833 $417K 0.16% +394 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,165 shares 1,165 $416K 0.16% new 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: not reported; 2026Q2: 7,859 shares 7,859 $414K 0.16% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,808 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $402K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 384 shares; 2026Q2: 576 shares 576 $396K 0.15% +192 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,361 shares; 2025Q2: 3,281 shares; 2025Q3: 3,347 shares; 2025Q4: 3,271 shares; 2026Q1: 3,491 shares; 2026Q2: 3,314 shares 3,314 $389K 0.15% -177 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,888 shares; 2024Q4: 2,686 shares; 2025Q1: 2,498 shares; 2025Q2: 2,364 shares; 2025Q3: 2,358 shares; 2025Q4: 1,746 shares; 2026Q1: 2,021 shares; 2026Q2: 2,141 shares 2,141 $388K 0.15% +120 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: 728 shares; 2025Q4: 811 shares; 2026Q1: 918 shares; 2026Q2: 907 shares 907 $387K 0.15% -11 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,688 shares; 2024Q4: 2,616 shares; 2025Q1: 2,720 shares; 2025Q2: 2,625 shares; 2025Q3: 2,591 shares; 2025Q4: 2,497 shares; 2026Q1: 2,503 shares; 2026Q2: 2,458 shares 2,458 $372K 0.14% -45 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,332 shares; 2024Q4: 11,120 shares; 2025Q1: 11,689 shares; 2025Q2: 12,827 shares; 2025Q3: 15,927 shares; 2025Q4: 16,481 shares; 2026Q1: 17,007 shares; 2026Q2: 15,253 shares 15,253 $371K 0.14% -1,754 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,061 shares 2,061 $363K 0.14% new 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: 3,127 shares; 2026Q1: 3,486 shares; 2026Q2: 3,836 shares 3,836 $363K 0.14% +350 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,615 shares; 2025Q2: 2,868 shares; 2025Q3: 2,876 shares; 2025Q4: 3,282 shares; 2026Q1: 3,395 shares; 2026Q2: 3,580 shares 3,580 $354K 0.14% +185 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: 5,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,634 shares; 2025Q3: 5,018 shares; 2025Q4: 5,272 shares; 2026Q1: 5,447 shares; 2026Q2: 5,875 shares 5,875 $346K 0.13% +428 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,137 shares 1,137 $344K 0.13% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 4,797 shares; 2025Q1: 4,910 shares; 2025Q2: 4,762 shares; 2025Q3: 4,682 shares; 2025Q4: 4,632 shares; 2026Q1: 4,699 shares; 2026Q2: 4,656 shares 4,656 $342K 0.13% -43 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 798 shares 798 $336K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,639 shares; 2025Q3: 1,964 shares; 2025Q4: 2,082 shares; 2026Q1: 2,064 shares; 2026Q2: 1,996 shares 1,996 $331K 0.13% -68 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,310 shares; 2025Q1: 2,268 shares; 2025Q2: 2,279 shares; 2025Q3: 1,723 shares; 2025Q4: 1,592 shares; 2026Q1: 1,776 shares; 2026Q2: 1,711 shares 1,711 $325K 0.13% -65 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 966 shares; 2025Q1: 1,006 shares; 2025Q2: 979 shares; 2025Q3: 969 shares; 2025Q4: 945 shares; 2026Q1: 954 shares; 2026Q2: 932 shares 932 $321K 0.12% -22 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: 2,470 shares; 2024Q4: 2,491 shares; 2025Q1: 2,554 shares; 2025Q2: 2,578 shares; 2025Q3: 2,603 shares; 2025Q4: 2,609 shares; 2026Q1: 2,642 shares; 2026Q2: 2,876 shares 2,876 $316K 0.12% +234 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,247 shares; 2024Q4: 3,857 shares; 2025Q1: 3,564 shares; 2025Q2: 3,410 shares; 2025Q3: 3,446 shares; 2025Q4: 3,771 shares; 2026Q1: 3,938 shares; 2026Q2: 4,278 shares 4,278 $315K 0.12% +340 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,170 shares; 2024Q4: 20,903 shares; 2025Q1: 20,723 shares; 2025Q2: 19,415 shares; 2025Q3: 19,415 shares; 2025Q4: 17,315 shares; 2026Q1: 17,315 shares; 2026Q2: 18,132 shares 18,132 $315K 0.12% +817 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,429 shares; 2026Q2: 3,753 shares 3,753 $313K 0.12% +324 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,246 shares; 2024Q4: 5,942 shares; 2025Q1: 5,565 shares; 2025Q2: 5,411 shares; 2025Q3: 5,520 shares; 2025Q4: 6,384 shares; 2026Q1: 6,834 shares; 2026Q2: 7,696 shares 7,696 $310K 0.12% +862 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 973 shares; 2025Q4: 954 shares; 2026Q1: 1,043 shares; 2026Q2: 900 shares 900 $309K 0.12% -143 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: 728 shares; 2024Q4: 710 shares; 2025Q1: 690 shares; 2025Q2: 642 shares; 2025Q3: 626 shares; 2025Q4: 594 shares; 2026Q1: 588 shares; 2026Q2: 593 shares 593 $305K 0.12% +5 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,409 shares; 2025Q4: 1,403 shares; 2026Q1: 1,359 shares; 2026Q2: 850 shares 850 $300K 0.12% -509 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: 6,808 shares; 2024Q4: 6,243 shares; 2025Q1: 5,790 shares; 2025Q2: 5,537 shares; 2025Q3: 5,568 shares; 2025Q4: 5,949 shares; 2026Q1: 6,238 shares; 2026Q2: 6,826 shares 6,826 $297K 0.11% +588 Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,238 shares; 2026Q2: 1,215 shares 1,215 $294K 0.11% -23 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares 388 $291K 0.11% new 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: not reported; 2026Q1: 363 shares; 2026Q2: 380 shares 380 $287K 0.11% +17 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,722 shares; 2026Q1: 1,594 shares; 2026Q2: 1,830 shares 1,830 $287K 0.11% +236 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: 2,333 shares; 2024Q4: 2,212 shares; 2025Q1: 2,255 shares; 2025Q2: 2,132 shares; 2025Q3: 2,033 shares; 2025Q4: 1,873 shares; 2026Q1: 1,988 shares; 2026Q2: 1,928 shares 1,928 $283K 0.11% -60 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,770 shares; 2025Q1: 7,945 shares; 2025Q2: 8,780 shares; 2025Q3: 8,825 shares; 2025Q4: 6,542 shares; 2026Q1: 6,756 shares; 2026Q2: 7,064 shares 7,064 $279K 0.11% +308 Timeline PGHY 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: 10,753 shares; 2025Q3: 10,825 shares; 2025Q4: 12,723 shares; 2026Q1: 13,280 shares; 2026Q2: 14,023 shares 14,023 $276K 0.11% +743 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: 1,917 shares; 2026Q1: 2,461 shares; 2026Q2: 2,522 shares 2,522 $271K 0.1% +61 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 3,190 shares; 2025Q1: 2,512 shares; 2025Q2: 2,686 shares; 2025Q3: 3,190 shares; 2025Q4: 502 shares; 2026Q1: 518 shares; 2026Q2: 3,112 shares 3,112 $268K 0.1% +2,594 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 335 shares 335 $266K 0.1% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,394 shares; 2025Q3: 8,456 shares; 2025Q4: 9,680 shares; 2026Q1: 10,056 shares; 2026Q2: 10,641 shares 10,641 $266K 0.1% +585 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,658 shares; 2025Q3: 5,775 shares; 2025Q4: 5,911 shares; 2026Q1: 5,945 shares; 2026Q2: 5,310 shares 5,310 $264K 0.1% -635 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 632 shares; 2025Q2: 613 shares; 2025Q3: 606 shares; 2025Q4: 546 shares; 2026Q1: 571 shares; 2026Q2: 578 shares 578 $262K 0.1% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,569 shares; 2026Q1: 2,677 shares; 2026Q2: 2,840 shares 2,840 $262K 0.1% +163 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 582 shares; 2025Q2: 604 shares; 2025Q3: 590 shares; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 619 shares 619 $257K 0.1% +2 Timeline HYEM 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: 10,603 shares; 2025Q3: 13,164 shares; 2025Q4: 13,568 shares; 2026Q1: 13,876 shares; 2026Q2: 12,507 shares 12,507 $252K 0.1% -1,369 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,565 shares; 2025Q3: 11,923 shares; 2025Q4: 12,487 shares; 2026Q1: 12,601 shares; 2026Q2: 11,388 shares 11,388 $251K 0.1% -1,213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $251K 0.1% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 16,571 shares; 2026Q2: 24,228 shares 24,228 $251K 0.1% +7,657 Timeline BNDW 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: 3,258 shares; 2026Q1: 3,392 shares; 2026Q2: 3,643 shares 3,643 $250K 0.1% +251 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,974 shares; 2026Q2: 7,664 shares 7,664 $243K 0.09% +690 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,711 shares; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: not reported; 2026Q1: 1,506 shares; 2026Q2: 1,422 shares 1,422 $240K 0.09% -84 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 3,043 shares; 2025Q4: 2,965 shares; 2026Q1: 3,021 shares; 2026Q2: 3,024 shares 3,024 $238K 0.09% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 253 shares 253 $236K 0.09% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,652 shares; 2026Q2: 9,814 shares 9,814 $235K 0.09% +1,162 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,126 shares; 2026Q2: 1,317 shares 1,317 $231K 0.09% +191 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,398 shares; 2024Q4: 2,773 shares; 2025Q1: 2,730 shares; 2025Q2: 2,879 shares; 2025Q3: 2,875 shares; 2025Q4: 2,844 shares; 2026Q1: 2,962 shares; 2026Q2: 2,936 shares 2,936 $230K 0.09% -26 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,603 shares; 2025Q1: 1,605 shares; 2025Q2: 1,340 shares; 2025Q3: 1,342 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 801 shares 801 $229K 0.09% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 2,293 shares; 2025Q1: 2,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,794 shares; 2026Q2: 1,776 shares 1,776 $228K 0.09% -18 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; 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: 6,856 shares; 2026Q2: 7,401 shares 7,401 $227K 0.09% +545 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,793 shares 4,793 $225K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $225K 0.09% new 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: 1,374 shares; 2024Q4: 1,429 shares; 2025Q1: 1,441 shares; 2025Q2: 1,404 shares; 2025Q3: 1,354 shares; 2025Q4: 1,518 shares; 2026Q1: 1,515 shares; 2026Q2: 1,518 shares 1,518 $223K 0.09% +3 Timeline CME CME GROUP INC More: the full row for CME 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: 857 shares; 2025Q4: 895 shares; 2026Q1: 890 shares; 2026Q2: 997 shares 997 $220K 0.09% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares; 2026Q2: 604 shares 604 $219K 0.08% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,509 shares; 2026Q2: 2,820 shares 2,820 $219K 0.08% -689 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,592 shares 3,592 $217K 0.08% new Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 10,652 shares; 2026Q2: 10,652 shares 10,652 $216K 0.08% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,667 shares; 2025Q1: not reported; 2025Q2: 7,056 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,855 shares; 2026Q2: 6,711 shares 6,711 $215K 0.08% -144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,105 shares; 2026Q2: 5,018 shares 5,018 $212K 0.08% +913 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,802 shares; 2026Q2: 1,817 shares 1,817 $212K 0.08% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 777 shares 777 $211K 0.08% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,913 shares; 2024Q4: 2,890 shares; 2025Q1: 2,618 shares; 2025Q2: 2,558 shares; 2025Q3: 2,567 shares; 2025Q4: 2,343 shares; 2026Q1: 2,245 shares; 2026Q2: 2,188 shares 2,188 $210K 0.08% -57 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: 10,435 shares; 2024Q4: 10,322 shares; 2025Q1: 9,534 shares; 2025Q2: 9,361 shares; 2025Q3: 9,545 shares; 2025Q4: 9,004 shares; 2026Q1: 10,091 shares; 2026Q2: 10,119 shares 10,119 $209K 0.08% +28 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: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,200 shares; 2025Q3: 1,249 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,119 shares 1,119 $202K 0.08% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,895 shares; 2025Q4: 11,168 shares; 2026Q1: 11,568 shares; 2026Q2: 10,440 shares 10,440 $187K 0.07% -1,128 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,276 shares; 2025Q1: not reported; 2025Q2: 10,836 shares; 2025Q3: 11,605 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,008 shares 10,008 $112K 0.04% new Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,518 shares; 2024Q4: 104,108 shares; 2025Q1: 104,108 shares; 2025Q2: 109,458 shares; 2025Q3: 109,458 shares; 2025Q4: 105,913 shares; 2026Q1: 105,418 shares; 2026Q2: 105,418 shares 105,418 $82.2K 0.03% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,525 shares; 2024Q4: 30,339 shares; 2025Q1: 16,032 shares; 2025Q2: 15,741 shares; 2025Q3: 15,588 shares; 2025Q4: 15,740 shares; 2026Q1: 16,012 shares; 2026Q2: 14,684 shares 14,684 $46.1K 0.02% -1,328 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS 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: not reported; 2026Q1: not reported; 2026Q2: 12,480 shares 12,480 $45.8K 0.02% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,170 shares 12,170 $44.7K 0.02% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,796 shares; 2024Q4: 23,605 shares; 2025Q1: 24,481 shares; 2025Q2: 25,163 shares; 2025Q3: 25,163 shares; 2025Q4: 25,163 shares; 2026Q1: 25,163 shares; 2026Q2: 25,163 shares 25,163 $44K 0.02% 0 Timeline AISP AIRSHIP AI HLDGS INC More: the full row for AIRSHIP AI 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: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $23.9K 0.01% new Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $23.9K 0.01% 0 Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY 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: 11,521 shares; 2026Q1: 11,521 shares; 2026Q2: 11,521 shares 11,521 $16.1K 0.01% 0 Timeline