RSSB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600,096 shares; 2026Q1: 1,743,773 shares; 2026Q2: 1,451,043 shares 1,451,043 $44.6M 13.21% -292,730 Timeline WCMI 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: 752,171 shares; 2026Q1: 1,213,403 shares; 2026Q2: 1,200,760 shares 1,200,760 $23.5M 6.95% -12,643 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 255,861 shares; 2026Q2: 231,595 shares 231,595 $20.4M 6.02% -24,266 Timeline SCIO 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: 778,722 shares; 2026Q1: 837,868 shares; 2026Q2: 972,151 shares 972,151 $20.1M 5.95% +134,283 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: 96,110 shares; 2026Q1: 217,818 shares; 2026Q2: 213,603 shares 213,603 $20.1M 5.94% -4,215 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342,583 shares; 2025Q3: 341,482 shares; 2025Q4: 327,732 shares; 2026Q1: 357,687 shares; 2026Q2: 377,053 shares 377,053 $17.8M 5.27% +19,366 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: 201,419 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213,192 shares 213,192 $15.2M 4.49% new Timeline CLOA 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: 80,293 shares; 2025Q2: 150,768 shares; 2025Q3: 175,781 shares; 2025Q4: 235,865 shares; 2026Q1: 184,065 shares; 2026Q2: 271,637 shares 271,637 $14.1M 4.17% +87,572 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: 1,448,437 shares; 2024Q4: 1,310,149 shares; 2025Q1: 1,287,216 shares; 2025Q2: 1,880,358 shares; 2025Q3: 1,904,333 shares; 2025Q4: 2,235,784 shares; 2026Q1: 2,326,522 shares; 2026Q2: 530,665 shares 530,665 $10.8M 3.21% -1,795,857 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: 63,142 shares; 2024Q4: 66,479 shares; 2025Q1: 69,818 shares; 2025Q2: 70,636 shares; 2025Q3: 70,809 shares; 2025Q4: 88,831 shares; 2026Q1: 94,614 shares; 2026Q2: 103,385 shares 103,385 $10.7M 3.18% +8,771 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: 508 shares; 2024Q4: 3,606 shares; 2025Q1: 3,383 shares; 2025Q2: 3,309 shares; 2025Q3: 3,309 shares; 2025Q4: 2,994 shares; 2026Q1: 497 shares; 2026Q2: 13,845 shares 13,845 $10.2M 3.02% +13,348 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385,371 shares; 2026Q1: 402,709 shares; 2026Q2: 372,915 shares 372,915 $9.67M 2.86% -29,794 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,971 shares; 2024Q4: 137,081 shares; 2025Q1: 85,703 shares; 2025Q2: 83,797 shares; 2025Q3: 101,076 shares; 2025Q4: 88,437 shares; 2026Q1: 84,113 shares; 2026Q2: 75,267 shares 75,267 $8.81M 2.61% -8,846 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205,545 shares 205,545 $8.15M 2.41% new 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: 33,968 shares; 2026Q1: 37,076 shares; 2026Q2: 35,150 shares 35,150 $6.74M 1.99% -1,926 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: not reported; 2026Q1: not reported; 2026Q2: 258,711 shares 258,711 $6.63M 1.96% new Timeline FRDM 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: 87,512 shares 87,512 $6.38M 1.89% new Timeline QJUN 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: 420,919 shares; 2025Q2: 3,056,182 shares; 2025Q3: 3,053,545 shares; 2025Q4: 989,937 shares; 2026Q1: 655,777 shares; 2026Q2: 184,928 shares 184,928 $6.25M 1.85% -470,849 Timeline CLOI 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: 145,464 shares; 2024Q4: 96,665 shares; 2025Q1: 163,010 shares; 2025Q2: 323,062 shares; 2025Q3: 268,480 shares; 2025Q4: 75,344 shares; 2026Q1: 60,747 shares; 2026Q2: 96,010 shares 96,010 $5.08M 1.5% +35,263 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: 20,943 shares; 2024Q4: 20,572 shares; 2025Q1: 20,249 shares; 2025Q2: 20,362 shares; 2025Q3: 20,212 shares; 2025Q4: 20,345 shares; 2026Q1: 24,931 shares; 2026Q2: 16,621 shares 16,621 $4.81M 1.42% -8,310 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,905 shares 6,905 $4.53M 1.34% new 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: 12,244 shares; 2024Q4: 12,245 shares; 2025Q1: 12,253 shares; 2025Q2: 12,782 shares; 2025Q3: 12,516 shares; 2025Q4: 12,520 shares; 2026Q1: 12,221 shares; 2026Q2: 12,236 shares 12,236 $4.32M 1.28% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,396 shares; 2026Q1: 90,590 shares; 2026Q2: 69,264 shares 69,264 $3.45M 1.02% -21,326 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,980 shares 113,980 $3.33M 0.99% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,729 shares 18,729 $3.31M 0.98% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,900 shares 37,900 $3.28M 0.97% new Timeline EMBX VANECK FDS More: the full row for VANECK 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: 36,839 shares; 2026Q1: 43,401 shares; 2026Q2: 60,300 shares 60,300 $3.09M 0.92% +16,899 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: not reported; 2026Q2: 78,831 shares 78,831 $3.04M 0.9% new Timeline FTCB 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: 158,824 shares; 2026Q1: 168,924 shares; 2026Q2: 129,362 shares 129,362 $2.7M 0.8% -39,562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,640 shares 174,640 $2.21M 0.65% new Timeline WDRN 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: not reported; 2026Q1: not reported; 2026Q2: 71,483 shares 71,483 $2.13M 0.63% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,617 shares 17,617 $2.04M 0.6% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,274 shares; 2026Q2: 11,315 shares 11,315 $1.78M 0.53% +41 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,439 shares; 2026Q1: 2,839 shares; 2026Q2: 1,439 shares 1,439 $1.73M 0.51% -1,400 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: 3,244 shares; 2025Q1: 3,244 shares; 2025Q2: 3,231 shares; 2025Q3: 3,231 shares; 2025Q4: 4,090 shares; 2026Q1: 3,219 shares; 2026Q2: 3,246 shares 3,246 $1.68M 0.5% +27 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: not reported; 2026Q1: not reported; 2026Q2: 17,543 shares 17,543 $1.66M 0.49% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,456 shares 82,456 $1.66M 0.49% new 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: not reported; 2026Q1: not reported; 2026Q2: 29,247 shares 29,247 $1.48M 0.44% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,295 shares; 2024Q4: 6,480 shares; 2025Q1: 6,350 shares; 2025Q2: 6,032 shares; 2025Q3: 4,961 shares; 2025Q4: 4,959 shares; 2026Q1: 4,934 shares; 2026Q2: 4,930 shares 4,930 $1.18M 0.35% -4 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: 2,901 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,901 shares; 2026Q1: 2,901 shares; 2026Q2: 2,901 shares 2,901 $1.09M 0.32% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,864 shares; 2025Q1: 3,843 shares; 2025Q2: 3,536 shares; 2025Q3: 3,432 shares; 2025Q4: 3,445 shares; 2026Q1: 3,905 shares; 2026Q2: 2,821 shares 2,821 $1.05M 0.31% -1,084 Timeline DJUL 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: 25,413 shares; 2024Q4: 25,413 shares; 2025Q1: 25,227 shares; 2025Q2: 24,991 shares; 2025Q3: 24,991 shares; 2025Q4: 24,143 shares; 2026Q1: 24,143 shares; 2026Q2: 20,741 shares 20,741 $1.04M 0.31% -3,402 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,456 shares 47,456 $1.02M 0.3% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,101 shares; 2024Q4: 15,620 shares; 2025Q1: 16,421 shares; 2025Q2: 16,333 shares; 2025Q3: 14,902 shares; 2025Q4: 14,902 shares; 2026Q1: 14,902 shares; 2026Q2: 14,936 shares 14,936 $848K 0.25% +34 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: not reported; 2024Q4: not reported; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 8,526 shares 8,526 $734K 0.22% +7,631 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,191 shares; 2024Q4: 11,746 shares; 2025Q1: 11,746 shares; 2025Q2: 11,636 shares; 2025Q3: 10,116 shares; 2025Q4: 10,141 shares; 2026Q1: 8,791 shares; 2026Q2: 8,818 shares 8,818 $717K 0.21% +27 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: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,453 shares; 2025Q2: 2,424 shares; 2025Q3: 1,984 shares; 2025Q4: 1,991 shares; 2026Q1: 1,820 shares; 2026Q2: 1,821 shares 1,821 $651K 0.19% +1 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: 2,972 shares; 2024Q4: 2,980 shares; 2025Q1: 3,088 shares; 2025Q2: 2,992 shares; 2025Q3: 3,514 shares; 2025Q4: 3,522 shares; 2026Q1: 3,528 shares; 2026Q2: 3,561 shares 3,561 $590K 0.17% +33 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: 2,299 shares; 2025Q2: 1,923 shares; 2025Q3: 1,936 shares; 2025Q4: 2,097 shares; 2026Q1: 1,958 shares; 2026Q2: 2,010 shares 2,010 $511K 0.15% +52 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: 1,682 shares; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: 1,749 shares; 2025Q4: 2,426 shares; 2026Q1: 2,476 shares; 2026Q2: 2,549 shares 2,549 $510K 0.15% +73 Timeline GJUL 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: 532,778 shares; 2024Q4: 613,969 shares; 2025Q1: 610,917 shares; 2025Q2: 621,330 shares; 2025Q3: 622,816 shares; 2025Q4: 33,232 shares; 2026Q1: 13,034 shares; 2026Q2: 11,423 shares 11,423 $497K 0.15% -1,611 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: 628 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $475K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,135 shares 2,135 $465K 0.14% new Timeline CLOB 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: 57,696 shares; 2025Q1: 373,978 shares; 2025Q2: not reported; 2025Q3: 9,663 shares; 2025Q4: 7,388 shares; 2026Q1: 8,640 shares; 2026Q2: 8,956 shares 8,956 $452K 0.13% +316 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,428 shares; 2025Q3: 3,428 shares; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares; 2026Q2: 3,548 shares 3,548 $417K 0.12% +120 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 6,108 shares; 2025Q1: 5,951 shares; 2025Q2: 5,951 shares; 2025Q3: 4,946 shares; 2025Q4: 4,946 shares; 2026Q1: 4,946 shares; 2026Q2: 4,987 shares 4,987 $411K 0.12% +41 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: 809 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 809 shares 809 $405K 0.12% 0 Timeline VCEB 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: not reported; 2026Q1: not reported; 2026Q2: 6,372 shares 6,372 $400K 0.12% new 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: 4,305 shares; 2025Q3: 4,309 shares; 2025Q4: 4,313 shares; 2026Q1: 4,316 shares; 2026Q2: 3,621 shares 3,621 $347K 0.1% -695 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,394 shares; 2024Q4: 464,887 shares; 2025Q1: 451,187 shares; 2025Q2: 460,416 shares; 2025Q3: 463,228 shares; 2025Q4: 24,691 shares; 2026Q1: 11,163 shares; 2026Q2: 9,951 shares 9,951 $344K 0.1% -1,212 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $332K 0.1% 0 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: 5,880 shares; 2024Q4: 5,984 shares; 2025Q1: 5,993 shares; 2025Q2: 5,887 shares; 2025Q3: 5,608 shares; 2025Q4: 5,619 shares; 2026Q1: 5,629 shares; 2026Q2: 5,638 shares 5,638 $325K 0.1% +9 Timeline CRH CRH PLC More: the full row for CRH 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: 3,030 shares; 2026Q2: 3,030 shares 3,030 $324K 0.1% 0 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: 601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 768 shares; 2026Q1: 768 shares; 2026Q2: 768 shares 768 $323K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 665 shares; 2026Q1: 530 shares; 2026Q2: 821 shares 821 $302K 0.09% +291 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: not reported; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,909 shares 1,909 $302K 0.09% +12 Timeline FJUL 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: 398,043 shares; 2025Q3: 400,944 shares; 2025Q4: 23,244 shares; 2026Q1: 6,375 shares; 2026Q2: 4,992 shares 4,992 $297K 0.09% -1,383 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: 989 shares; 2025Q1: 936 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 930 shares; 2026Q1: 934 shares; 2026Q2: 858 shares 858 $281K 0.08% -76 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: 22,404 shares; 2024Q4: 23,143 shares; 2025Q1: 22,331 shares; 2025Q2: 22,024 shares; 2025Q3: 22,214 shares; 2025Q4: 22,272 shares; 2026Q1: 12,524 shares; 2026Q2: 12,555 shares 12,555 $260K 0.08% +31 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: not reported; 2024Q4: not reported; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 899 shares 899 $253K 0.07% +6 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: 341 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 337 shares 337 $252K 0.07% +3 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: 2,015 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 1,965 shares 1,965 $249K 0.07% +16 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: 818 shares; 2024Q4: 819 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $246K 0.07% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $241K 0.07% 0 Timeline FTHI 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: 9,305 shares; 2025Q1: not reported; 2025Q2: 9,178 shares; 2025Q3: 9,382 shares; 2025Q4: 9,593 shares; 2026Q1: 9,813 shares; 2026Q2: 10,027 shares 10,027 $239K 0.07% +214 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608 shares 608 $227K 0.07% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,975 shares; 2024Q4: 16,377 shares; 2025Q1: 16,586 shares; 2025Q2: 16,918 shares; 2025Q3: 17,259 shares; 2025Q4: 17,670 shares; 2026Q1: 17,875 shares; 2026Q2: 18,199 shares 18,199 $221K 0.07% +324 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,802 shares; 2026Q2: 1,818 shares 1,818 $219K 0.06% +16 Timeline DSEP 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: 4,506 shares; 2026Q1: not reported; 2026Q2: 4,506 shares 4,506 $214K 0.06% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 2,280 shares; 2025Q1: 2,242 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,068 shares; 2026Q1: 1,671 shares; 2026Q2: 1,550 shares 1,550 $212K 0.06% -121 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: 1,370 shares; 2024Q4: 1,367 shares; 2025Q1: 1,382 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $209K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,622 shares 7,622 $202K 0.06% new Timeline HYTI 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: 10,505 shares; 2025Q4: 10,505 shares; 2026Q1: 10,505 shares; 2026Q2: 10,505 shares 10,505 $201K 0.06% 0 Timeline LQTI 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: 10,304 shares; 2025Q4: 10,304 shares; 2026Q1: 10,304 shares; 2026Q2: 10,304 shares 10,304 $199K 0.06% 0 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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: 29,616 shares; 2026Q1: 32,624 shares; 2026Q2: 34,110 shares 34,110 $127K 0.04% +1,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $103K 0.03% new Timeline PBK POWERBANK CORP More: the full row for POWERBANK 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: 11,000 shares; 2026Q2: 11,000 shares 11,000 $7.59K <0.01% 0 Timeline