IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,589 shares; 2025Q1: 86,849 shares; 2025Q2: 91,153 shares; 2025Q3: 92,282 shares; 2025Q4: 91,498 shares; 2026Q1: 90,342 shares; 2026Q2: 92,089 shares; 2026Q3: 91,104 shares 91,104 $70.4M 10.14% -985 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,584 shares; 2025Q1: 179,097 shares; 2025Q2: 204,092 shares; 2025Q3: 244,757 shares; 2025Q4: 278,082 shares; 2026Q1: 286,201 shares; 2026Q2: 282,850 shares; 2026Q3: 278,154 shares 278,154 $33.4M 4.81% -4,696 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,057 shares; 2025Q1: 119,153 shares; 2025Q2: 116,644 shares; 2025Q3: 112,338 shares; 2025Q4: 117,450 shares; 2026Q1: 124,359 shares; 2026Q2: 324,251 shares; 2026Q3: 355,983 shares 355,983 $32.6M 4.69% +31,732 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 326,764 shares; 2025Q1: 370,389 shares; 2025Q2: 387,518 shares; 2025Q3: 395,707 shares; 2025Q4: 396,964 shares; 2026Q1: 391,172 shares; 2026Q2: 384,773 shares; 2026Q3: 393,203 shares 393,203 $28.9M 4.15% +8,430 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212,997 shares; 2025Q1: 208,850 shares; 2025Q2: 213,170 shares; 2025Q3: 232,767 shares; 2025Q4: 238,590 shares; 2026Q1: 233,349 shares; 2026Q2: 245,942 shares; 2026Q3: 247,281 shares 247,281 $27M 3.88% +1,339 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124,491 shares; 2025Q1: 167,321 shares; 2025Q2: 181,803 shares; 2025Q3: 189,929 shares; 2025Q4: 191,997 shares; 2026Q1: 188,570 shares; 2026Q2: 184,764 shares; 2026Q3: 181,368 shares 181,368 $25.1M 3.62% -3,396 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,536 shares; 2025Q1: 65,149 shares; 2025Q2: 66,039 shares; 2025Q3: 68,100 shares; 2025Q4: 67,267 shares; 2026Q1: 65,077 shares; 2026Q2: 64,625 shares; 2026Q3: 62,653 shares 62,653 $20.9M 3.01% -1,972 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,152 shares; 2025Q1: 149,302 shares; 2025Q2: 197,191 shares; 2025Q3: 222,374 shares; 2025Q4: 221,648 shares; 2026Q1: 231,448 shares; 2026Q2: 231,805 shares; 2026Q3: 239,880 shares 239,880 $18.7M 2.69% +8,075 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; 2024Q4: 224,216 shares; 2025Q1: 269,278 shares; 2025Q2: 275,445 shares; 2025Q3: 289,578 shares; 2025Q4: 311,796 shares; 2026Q1: 328,498 shares; 2026Q2: 352,849 shares; 2026Q3: 367,595 shares 367,595 $18.6M 2.68% +14,746 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; 2024Q4: 75,286 shares; 2025Q1: 80,644 shares; 2025Q2: 79,320 shares; 2025Q3: 87,241 shares; 2025Q4: 105,188 shares; 2026Q1: 129,560 shares; 2026Q2: 207,039 shares; 2026Q3: 343,059 shares 343,059 $18.1M 2.61% +136,020 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 448,021 shares; 2025Q1: 454,673 shares; 2025Q2: 437,089 shares; 2025Q3: 436,916 shares; 2025Q4: 439,332 shares; 2026Q1: 447,656 shares; 2026Q2: 482,181 shares; 2026Q3: 481,889 shares 481,889 $16.7M 2.41% -292 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,221 shares; 2025Q1: 100,291 shares; 2025Q2: 110,242 shares; 2025Q3: 116,293 shares; 2025Q4: 131,235 shares; 2026Q1: 147,447 shares; 2026Q2: 188,845 shares; 2026Q3: 213,260 shares 213,260 $16.5M 2.38% +24,415 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,737 shares; 2025Q1: 84,258 shares; 2025Q2: 95,950 shares; 2025Q3: 118,688 shares; 2025Q4: 137,841 shares; 2026Q1: 142,719 shares; 2026Q2: 152,645 shares; 2026Q3: 155,409 shares 155,409 $12.4M 1.78% +2,764 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 52,865 shares; 2025Q2: 148,443 shares; 2025Q3: 244,447 shares; 2025Q4: 284,919 shares; 2026Q1: 296,619 shares; 2026Q2: 334,638 shares; 2026Q3: 351,360 shares 351,360 $12.2M 1.75% +16,722 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,284 shares; 2025Q1: 62,821 shares; 2025Q2: 63,124 shares; 2025Q3: 64,644 shares; 2025Q4: 63,543 shares; 2026Q1: 60,879 shares; 2026Q2: 53,581 shares; 2026Q3: 50,515 shares 50,515 $11.8M 1.7% -3,066 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227,468 shares; 2025Q1: 240,053 shares; 2025Q2: 265,651 shares; 2025Q3: 279,968 shares; 2025Q4: 280,476 shares; 2026Q1: 287,184 shares; 2026Q2: 321,546 shares; 2026Q3: 323,925 shares 323,925 $11.2M 1.61% +2,379 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; 2024Q4: 497,594 shares; 2025Q1: 502,966 shares; 2025Q2: 500,000 shares; 2025Q3: 485,935 shares; 2025Q4: 483,727 shares; 2026Q1: 471,314 shares; 2026Q2: 141,620 shares; 2026Q3: 101,572 shares 101,572 $10.8M 1.55% -40,048 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,962 shares; 2025Q1: 16,044 shares; 2025Q2: 16,507 shares; 2025Q3: 16,785 shares; 2025Q4: 16,857 shares; 2026Q1: 17,599 shares; 2026Q2: 17,370 shares; 2026Q3: 19,371 shares 19,371 $10M 1.44% +2,001 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172,486 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,167 shares; 2026Q2: 186,807 shares; 2026Q3: 184,780 shares 184,780 $9.73M 1.4% -2,027 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,200 shares; 2025Q1: 71,718 shares; 2025Q2: 71,117 shares; 2025Q3: 69,525 shares; 2025Q4: 68,600 shares; 2026Q1: 64,836 shares; 2026Q2: 65,265 shares; 2026Q3: 65,212 shares 65,212 $9.38M 1.35% -53 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 412,507 shares; 2025Q1: 368,583 shares; 2025Q2: 324,324 shares; 2025Q3: 261,833 shares; 2025Q4: 243,531 shares; 2026Q1: 222,462 shares; 2026Q2: 209,579 shares; 2026Q3: 202,260 shares 202,260 $9M 1.3% -7,319 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,002 shares; 2025Q1: 69,838 shares; 2025Q2: 141,692 shares; 2025Q3: 163,457 shares; 2025Q4: 196,025 shares; 2026Q1: 210,506 shares; 2026Q2: 247,291 shares; 2026Q3: 273,681 shares 273,681 $8.84M 1.27% +26,390 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; 2024Q4: 23,198 shares; 2025Q1: 37,643 shares; 2025Q2: 71,421 shares; 2025Q3: 96,561 shares; 2025Q4: 108,026 shares; 2026Q1: 133,991 shares; 2026Q2: 166,253 shares; 2026Q3: 183,617 shares 183,617 $8.78M 1.26% +17,364 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,931 shares; 2025Q1: 29,374 shares; 2025Q2: 29,309 shares; 2025Q3: 27,373 shares; 2025Q4: 27,396 shares; 2026Q1: 26,873 shares; 2026Q2: 26,021 shares; 2026Q3: 25,788 shares 25,788 $8.04M 1.16% -233 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,230 shares; 2025Q1: 79,031 shares; 2025Q2: 93,122 shares; 2025Q3: 102,414 shares; 2025Q4: 123,217 shares; 2026Q1: 158,120 shares; 2026Q2: 174,975 shares; 2026Q3: 176,232 shares 176,232 $7.63M 1.1% +1,257 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168,392 shares; 2025Q1: 179,982 shares; 2025Q2: 183,759 shares; 2025Q3: 186,723 shares; 2025Q4: 189,418 shares; 2026Q1: 190,849 shares; 2026Q2: 189,799 shares; 2026Q3: 190,193 shares 190,193 $7.6M 1.09% +394 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; 2024Q4: 27,426 shares; 2025Q1: 27,641 shares; 2025Q2: 28,002 shares; 2025Q3: 29,250 shares; 2025Q4: 29,552 shares; 2026Q1: 29,998 shares; 2026Q2: 29,882 shares; 2026Q3: 29,626 shares 29,626 $7.45M 1.07% -256 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,740 shares; 2025Q1: 18,084 shares; 2025Q2: 17,919 shares; 2025Q3: 19,830 shares; 2025Q4: 20,468 shares; 2026Q1: 20,461 shares; 2026Q2: 20,425 shares; 2026Q3: 20,435 shares 20,435 $7.02M 1.01% +10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,761 shares; 2025Q1: 13,965 shares; 2025Q2: 13,686 shares; 2025Q3: 14,623 shares; 2025Q4: 16,323 shares; 2026Q1: 15,988 shares; 2026Q2: 16,100 shares; 2026Q3: 16,932 shares 16,932 $6.27M 0.9% +832 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,269 shares; 2025Q1: 18,469 shares; 2025Q2: 18,298 shares; 2025Q3: 17,907 shares; 2025Q4: 17,771 shares; 2026Q1: 17,368 shares; 2026Q2: 16,941 shares; 2026Q3: 16,818 shares 16,818 $6.07M 0.87% -123 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 192,019 shares; 2025Q2: 191,637 shares; 2025Q3: 183,961 shares; 2025Q4: 174,846 shares; 2026Q1: 212,493 shares; 2026Q2: 247,203 shares; 2026Q3: 316,158 shares 316,158 $5.96M 0.86% +68,955 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 527,215 shares; 2025Q1: 555,222 shares; 2025Q2: 561,077 shares; 2025Q3: 552,138 shares; 2025Q4: 560,002 shares; 2026Q1: 476,202 shares; 2026Q2: 301,222 shares; 2026Q3: 152,571 shares 152,571 $5.74M 0.83% -148,651 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,783 shares; 2025Q1: 17,598 shares; 2025Q2: 17,645 shares; 2025Q3: 16,793 shares; 2025Q4: 17,448 shares; 2026Q1: 17,755 shares; 2026Q2: 16,549 shares; 2026Q3: 16,626 shares 16,626 $5.66M 0.81% +77 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206,097 shares; 2025Q1: 220,715 shares; 2025Q2: 210,554 shares; 2025Q3: 231,109 shares; 2025Q4: 261,521 shares; 2026Q1: 295,521 shares; 2026Q2: 291,999 shares; 2026Q3: 253,706 shares 253,706 $5.53M 0.8% -38,293 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; 2024Q4: 72,417 shares; 2025Q1: 70,040 shares; 2025Q2: 67,945 shares; 2025Q3: 69,775 shares; 2025Q4: 66,989 shares; 2026Q1: 64,780 shares; 2026Q2: 62,434 shares; 2026Q3: 62,447 shares 62,447 $4.87M 0.7% +13 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,165 shares; 2025Q1: 111,926 shares; 2025Q2: 111,953 shares; 2025Q3: 124,538 shares; 2025Q4: 121,569 shares; 2026Q1: 113,671 shares; 2026Q2: 104,865 shares; 2026Q3: 96,654 shares 96,654 $4.81M 0.69% -8,211 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,740 shares; 2025Q1: 54,391 shares; 2025Q2: 49,537 shares; 2025Q3: 52,149 shares; 2025Q4: 50,426 shares; 2026Q1: 45,337 shares; 2026Q2: 40,024 shares; 2026Q3: 39,468 shares 39,468 $4.34M 0.63% -556 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,099 shares; 2025Q1: 2,734 shares; 2025Q2: 2,588 shares; 2025Q3: 5,949 shares; 2025Q4: 5,003 shares; 2026Q1: 5,032 shares; 2026Q2: 5,116 shares; 2026Q3: 11,662 shares 11,662 $4.14M 0.6% +6,546 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,242 shares; 2025Q1: 18,330 shares; 2025Q2: 18,350 shares; 2025Q3: 18,439 shares; 2025Q4: 18,458 shares; 2026Q1: 17,409 shares; 2026Q2: 17,373 shares; 2026Q3: 17,081 shares 17,081 $4.01M 0.58% -292 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; 2024Q4: 5,233 shares; 2025Q1: 5,203 shares; 2025Q2: 5,454 shares; 2025Q3: 5,504 shares; 2025Q4: 5,372 shares; 2026Q1: 5,257 shares; 2026Q2: 5,161 shares; 2026Q3: 5,111 shares 5,111 $3.83M 0.55% -50 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109,862 shares; 2025Q1: 113,983 shares; 2025Q2: 115,025 shares; 2025Q3: 117,972 shares; 2025Q4: 113,281 shares; 2026Q1: 112,000 shares; 2026Q2: 107,108 shares; 2026Q3: 104,671 shares 104,671 $3.82M 0.55% -2,437 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,482 shares; 2025Q1: 63,102 shares; 2025Q2: 67,252 shares; 2025Q3: 68,816 shares; 2025Q4: 69,234 shares; 2026Q1: 70,363 shares; 2026Q2: 75,618 shares; 2026Q3: 75,243 shares 75,243 $3.74M 0.54% -375 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,705 shares; 2026Q1: 59,480 shares; 2026Q2: 87,580 shares; 2026Q3: 95,925 shares 95,925 $3.49M 0.5% +8,345 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135,689 shares; 2025Q1: 143,055 shares; 2025Q2: 154,799 shares; 2025Q3: 158,289 shares; 2025Q4: 164,130 shares; 2026Q1: 129,147 shares; 2026Q2: 99,249 shares; 2026Q3: 99,229 shares 99,229 $3.44M 0.5% -20 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; 2024Q4: 46,180 shares; 2025Q1: 45,300 shares; 2025Q2: 46,905 shares; 2025Q3: 55,481 shares; 2025Q4: 58,281 shares; 2026Q1: 61,691 shares; 2026Q2: 60,281 shares; 2026Q3: 61,202 shares 61,202 $3.43M 0.49% +921 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,881 shares; 2025Q1: 35,169 shares; 2025Q2: 34,735 shares; 2025Q3: 38,996 shares; 2025Q4: 38,295 shares; 2026Q1: 37,735 shares; 2026Q2: 34,762 shares; 2026Q3: 38,330 shares 38,330 $3.11M 0.45% +3,568 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,999 shares; 2026Q2: 37,693 shares; 2026Q3: 39,905 shares 39,905 $3.07M 0.44% +2,212 Timeline BRK-A 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; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $3.02M 0.43% 0 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; 2024Q4: 7,222 shares; 2025Q1: 7,589 shares; 2025Q2: 8,734 shares; 2025Q3: 8,882 shares; 2025Q4: 8,932 shares; 2026Q1: 8,898 shares; 2026Q2: 8,995 shares; 2026Q3: 8,987 shares 8,987 $2.99M 0.43% -8 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,941 shares; 2025Q1: 2,943 shares; 2025Q2: 3,289 shares; 2025Q3: 3,932 shares; 2025Q4: 3,937 shares; 2026Q1: 3,972 shares; 2026Q2: 3,973 shares; 2026Q3: 3,415 shares 3,415 $2.89M 0.42% -558 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,281 shares; 2025Q1: 40,792 shares; 2025Q2: 38,442 shares; 2025Q3: 35,722 shares; 2025Q4: 35,836 shares; 2026Q1: 33,201 shares; 2026Q2: 33,867 shares; 2026Q3: 31,783 shares 31,783 $2.87M 0.41% -2,084 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,147 shares; 2025Q1: 14,825 shares; 2025Q2: 14,833 shares; 2025Q3: 15,777 shares; 2025Q4: 14,475 shares; 2026Q1: 14,076 shares; 2026Q2: 14,095 shares; 2026Q3: 13,843 shares 13,843 $2.78M 0.4% -252 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; 2024Q4: 6,827 shares; 2025Q1: 6,827 shares; 2025Q2: 6,844 shares; 2025Q3: 6,776 shares; 2025Q4: 6,846 shares; 2026Q1: 7,003 shares; 2026Q2: 6,998 shares; 2026Q3: 6,998 shares 6,998 $2.66M 0.38% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,216 shares; 2025Q1: 28,987 shares; 2025Q2: 20,844 shares; 2025Q3: 20,327 shares; 2025Q4: 21,960 shares; 2026Q1: 22,972 shares; 2026Q2: 25,044 shares; 2026Q3: 27,756 shares 27,756 $2.61M 0.38% +2,712 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,869 shares; 2026Q3: 14,679 shares 14,679 $2.33M 0.34% +6,810 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,205 shares; 2025Q1: 12,129 shares; 2025Q2: 12,248 shares; 2025Q3: 12,146 shares; 2025Q4: 12,338 shares; 2026Q1: 12,586 shares; 2026Q2: 11,089 shares; 2026Q3: 11,070 shares 11,070 $2.29M 0.33% -19 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,970 shares; 2025Q1: 18,526 shares; 2025Q2: 19,127 shares; 2025Q3: 26,178 shares; 2025Q4: 30,507 shares; 2026Q1: 37,262 shares; 2026Q2: 38,098 shares; 2026Q3: 40,678 shares 40,678 $2.27M 0.33% +2,580 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,004 shares; 2025Q1: 5,004 shares; 2025Q2: 5,126 shares; 2025Q3: 5,718 shares; 2025Q4: 5,318 shares; 2026Q1: 5,582 shares; 2026Q2: 5,621 shares; 2026Q3: 5,621 shares 5,621 $2.27M 0.33% 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; 2024Q4: 160,822 shares; 2025Q1: 178,368 shares; 2025Q2: 184,226 shares; 2025Q3: 186,509 shares; 2025Q4: 166,362 shares; 2026Q1: 170,726 shares; 2026Q2: 184,522 shares; 2026Q3: 183,787 shares 183,787 $2.26M 0.33% -735 Timeline CALI 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; 2024Q4: 25,160 shares; 2025Q1: 32,866 shares; 2025Q2: 28,938 shares; 2025Q3: 39,049 shares; 2025Q4: 48,085 shares; 2026Q1: 30,763 shares; 2026Q2: 43,010 shares; 2026Q3: 40,042 shares 40,042 $1.99M 0.29% -2,968 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; 2024Q4: 113,830 shares; 2025Q1: 109,569 shares; 2025Q2: 68,884 shares; 2025Q3: 32,017 shares; 2025Q4: 29,192 shares; 2026Q1: 29,728 shares; 2026Q2: 29,492 shares; 2026Q3: 29,519 shares 29,519 $1.99M 0.29% +27 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; 2024Q4: 4,388 shares; 2025Q1: 4,287 shares; 2025Q2: 4,279 shares; 2025Q3: 4,135 shares; 2025Q4: 4,205 shares; 2026Q1: 4,328 shares; 2026Q2: 5,193 shares; 2026Q3: 4,884 shares 4,884 $1.85M 0.27% -309 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,175 shares; 2025Q4: 70,012 shares; 2026Q1: 88,321 shares; 2026Q2: 87,661 shares; 2026Q3: 86,202 shares 86,202 $1.84M 0.27% -1,459 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,841 shares; 2025Q1: 3,686 shares; 2025Q2: 3,686 shares; 2025Q3: 3,636 shares; 2025Q4: 3,568 shares; 2026Q1: 3,510 shares; 2026Q2: 14,102 shares; 2026Q3: 14,062 shares 14,062 $1.79M 0.26% -40 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,383 shares; 2025Q4: 17,743 shares; 2026Q1: 24,823 shares; 2026Q2: 32,096 shares; 2026Q3: 28,840 shares 28,840 $1.78M 0.26% -3,256 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,250 shares; 2025Q1: 25,421 shares; 2025Q2: 21,309 shares; 2025Q3: 24,036 shares; 2025Q4: 28,279 shares; 2026Q1: 29,911 shares; 2026Q2: 27,783 shares; 2026Q3: 35,703 shares 35,703 $1.73M 0.25% +7,920 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; 2024Q4: 2,202 shares; 2025Q1: 2,067 shares; 2025Q2: 2,018 shares; 2025Q3: 2,200 shares; 2025Q4: 2,242 shares; 2026Q1: 2,202 shares; 2026Q2: 2,347 shares; 2026Q3: 2,319 shares 2,319 $1.69M 0.24% -28 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; 2024Q4: 1,355 shares; 2025Q1: 1,584 shares; 2025Q2: 1,522 shares; 2025Q3: 1,244 shares; 2025Q4: 1,249 shares; 2026Q1: 1,299 shares; 2026Q2: 1,308 shares; 2026Q3: 1,418 shares 1,418 $1.62M 0.23% +110 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; 2024Q4: 27,232 shares; 2025Q1: 26,895 shares; 2025Q2: 27,456 shares; 2025Q3: 22,234 shares; 2025Q4: 19,929 shares; 2026Q1: 20,983 shares; 2026Q2: 21,782 shares; 2026Q3: 17,605 shares 17,605 $1.58M 0.23% -4,177 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,673 shares; 2026Q3: 64,868 shares 64,868 $1.52M 0.22% +55,195 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,753 shares; 2025Q1: 8,364 shares; 2025Q2: 10,547 shares; 2025Q3: 11,693 shares; 2025Q4: 12,533 shares; 2026Q1: 16,279 shares; 2026Q2: 16,641 shares; 2026Q3: 15,931 shares 15,931 $1.52M 0.22% -710 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,862 shares; 2026Q2: 14,765 shares; 2026Q3: 16,265 shares 16,265 $1.47M 0.21% +1,500 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,961 shares; 2025Q1: 32,263 shares; 2025Q2: 26,307 shares; 2025Q3: 26,415 shares; 2025Q4: 25,106 shares; 2026Q1: 25,404 shares; 2026Q2: 28,177 shares; 2026Q3: 28,661 shares 28,661 $1.45M 0.21% +484 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,287 shares; 2025Q1: 133,891 shares; 2025Q2: 147,558 shares; 2025Q3: 232,767 shares; 2025Q4: 270,202 shares; 2026Q1: 282,033 shares; 2026Q2: 173,754 shares; 2026Q3: 57,146 shares 57,146 $1.44M 0.21% -116,608 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; 2024Q4: 1,555 shares; 2025Q1: 1,455 shares; 2025Q2: 1,470 shares; 2025Q3: 1,492 shares; 2025Q4: 1,570 shares; 2026Q1: 1,681 shares; 2026Q2: 1,772 shares; 2026Q3: 2,008 shares 2,008 $1.42M 0.2% +236 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; 2024Q4: 15,367 shares; 2025Q1: 15,121 shares; 2025Q2: 15,282 shares; 2025Q3: 14,820 shares; 2025Q4: 14,378 shares; 2026Q1: 14,376 shares; 2026Q2: 15,486 shares; 2026Q3: 15,254 shares 15,254 $1.38M 0.2% -232 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,794 shares; 2026Q2: 12,704 shares; 2026Q3: 54,826 shares 54,826 $1.38M 0.2% +42,122 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,595 shares; 2026Q3: 43,094 shares 43,094 $1.29M 0.19% +4,499 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,021 shares; 2025Q1: 32,735 shares; 2025Q2: 37,644 shares; 2025Q3: 36,409 shares; 2025Q4: 31,470 shares; 2026Q1: 24,413 shares; 2026Q2: 23,408 shares; 2026Q3: 23,291 shares 23,291 $1.27M 0.18% -117 Timeline CSSD COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,445 shares; 2026Q2: 42,257 shares; 2026Q3: 51,404 shares 51,404 $1.26M 0.18% +9,147 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 8,983 shares; 2025Q4: 10,593 shares; 2026Q1: 11,779 shares; 2026Q2: 11,846 shares; 2026Q3: 11,779 shares 11,779 $1.22M 0.18% -67 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,223 shares; 2025Q1: 3,224 shares; 2025Q2: 3,315 shares; 2025Q3: 3,711 shares; 2025Q4: 3,740 shares; 2026Q1: 3,739 shares; 2026Q2: 4,316 shares; 2026Q3: 3,970 shares 3,970 $1.2M 0.17% -346 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,927 shares; 2025Q1: 16,822 shares; 2025Q2: 19,862 shares; 2025Q3: 17,425 shares; 2025Q4: 14,843 shares; 2026Q1: 13,759 shares; 2026Q2: 13,264 shares; 2026Q3: 13,054 shares 13,054 $1.18M 0.17% -210 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,696 shares; 2025Q1: 2,699 shares; 2025Q2: 2,700 shares; 2025Q3: 2,727 shares; 2025Q4: 2,639 shares; 2026Q1: 2,640 shares; 2026Q2: 2,641 shares; 2026Q3: 2,593 shares 2,593 $1.18M 0.17% -48 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,304 shares; 2025Q1: 65,916 shares; 2025Q2: 60,710 shares; 2025Q3: 49,662 shares; 2025Q4: 32,214 shares; 2026Q1: 31,943 shares; 2026Q2: 30,844 shares; 2026Q3: 28,227 shares 28,227 $1.16M 0.17% -2,617 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,506 shares; 2025Q1: 8,412 shares; 2025Q2: 8,341 shares; 2025Q3: 7,253 shares; 2025Q4: 7,212 shares; 2026Q1: 7,173 shares; 2026Q2: 6,557 shares; 2026Q3: 6,558 shares 6,558 $1.15M 0.17% +1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,238 shares; 2025Q1: 8,248 shares; 2025Q2: 8,237 shares; 2025Q3: 7,900 shares; 2025Q4: 7,909 shares; 2026Q1: 7,474 shares; 2026Q2: 7,449 shares; 2026Q3: 7,756 shares 7,756 $1.14M 0.16% +307 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,154 shares; 2025Q3: 2,297 shares; 2025Q4: 2,117 shares; 2026Q1: 2,110 shares; 2026Q2: 2,065 shares; 2026Q3: 2,065 shares 2,065 $1.14M 0.16% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,210 shares; 2025Q4: 1,886 shares; 2026Q1: 1,981 shares; 2026Q2: 1,825 shares; 2026Q3: 1,707 shares 1,707 $1.08M 0.16% -118 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 629 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 989 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 980 shares; 2026Q3: 980 shares 980 $1.06M 0.15% 0 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; 2024Q4: 5,136 shares; 2025Q1: 5,171 shares; 2025Q2: 5,079 shares; 2025Q3: 5,207 shares; 2025Q4: 5,047 shares; 2026Q1: 4,841 shares; 2026Q2: 4,192 shares; 2026Q3: 3,625 shares 3,625 $1.03M 0.15% -567 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,888 shares; 2025Q1: 6,707 shares; 2025Q2: 6,825 shares; 2025Q3: 6,323 shares; 2025Q4: 6,325 shares; 2026Q1: 6,215 shares; 2026Q2: 6,244 shares; 2026Q3: 6,150 shares 6,150 $1.01M 0.14% -94 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,068 shares 6,068 $995K 0.14% new Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,789 shares; 2025Q1: 43,392 shares; 2025Q2: 43,627 shares; 2025Q3: 44,580 shares; 2025Q4: 44,031 shares; 2026Q1: 44,171 shares; 2026Q2: 48,377 shares; 2026Q3: 48,612 shares 48,612 $982K 0.14% +235 Timeline CSIO COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,077 shares; 2026Q3: 35,609 shares 35,609 $965K 0.14% +3,532 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; 2024Q4: 1,238 shares; 2025Q1: 1,324 shares; 2025Q2: 1,310 shares; 2025Q3: 1,288 shares; 2025Q4: 1,450 shares; 2026Q1: 1,238 shares; 2026Q2: 1,249 shares; 2026Q3: 1,242 shares 1,242 $956K 0.14% -7 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,249 shares; 2025Q1: 2,249 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares; 2026Q2: 10,033 shares; 2026Q3: 10,033 shares 10,033 $940K 0.14% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,666 shares; 2025Q1: 16,501 shares; 2025Q2: 16,566 shares; 2025Q3: 16,605 shares; 2025Q4: 16,043 shares; 2026Q1: 15,062 shares; 2026Q2: 14,731 shares; 2026Q3: 14,507 shares 14,507 $933K 0.13% -224 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,423 shares; 2026Q1: 14,572 shares; 2026Q2: 24,107 shares; 2026Q3: 24,432 shares 24,432 $862K 0.12% +325 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,828 shares; 2026Q1: 16,800 shares; 2026Q2: 15,981 shares; 2026Q3: 15,263 shares 15,263 $856K 0.12% -718 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; 2024Q4: 2,194 shares; 2025Q1: 2,243 shares; 2025Q2: 2,502 shares; 2025Q3: 2,521 shares; 2025Q4: 2,529 shares; 2026Q1: 2,905 shares; 2026Q2: 4,122 shares; 2026Q3: 3,764 shares 3,764 $838K 0.12% -358 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,429 shares; 2025Q1: 2,403 shares; 2025Q2: 2,415 shares; 2025Q3: 3,627 shares; 2025Q4: 3,337 shares; 2026Q1: 3,259 shares; 2026Q2: 3,126 shares; 2026Q3: 3,134 shares 3,134 $824K 0.12% +8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 6,056 shares; 2026Q1: 6,469 shares; 2026Q2: 6,899 shares; 2026Q3: 6,827 shares 6,827 $815K 0.12% -72 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,955 shares; 2025Q3: 28,157 shares; 2025Q4: 28,466 shares; 2026Q1: 18,932 shares; 2026Q2: 16,454 shares; 2026Q3: 16,454 shares 16,454 $802K 0.12% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 724 shares; 2025Q1: 668 shares; 2025Q2: 798 shares; 2025Q3: 799 shares; 2025Q4: 800 shares; 2026Q1: 881 shares; 2026Q2: 881 shares; 2026Q3: 870 shares 870 $786K 0.11% -11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,262 shares; 2025Q1: 2,244 shares; 2025Q2: 2,345 shares; 2025Q3: 2,430 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares; 2026Q2: 1,948 shares; 2026Q3: 1,948 shares 1,948 $785K 0.11% 0 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,130 shares; 2026Q3: 19,920 shares 19,920 $783K 0.11% +6,790 Timeline AVNV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,517 shares; 2026Q2: 8,558 shares; 2026Q3: 9,199 shares 9,199 $779K 0.11% +641 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,812 shares; 2025Q1: 77,164 shares; 2025Q2: 96,143 shares; 2025Q3: 100,024 shares; 2025Q4: 120,414 shares; 2026Q1: 124,718 shares; 2026Q2: 126,831 shares; 2026Q3: 36,580 shares 36,580 $775K 0.11% -90,251 Timeline GOVI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,300 shares; 2026Q3: 29,885 shares 29,885 $755K 0.11% +7,585 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,785 shares; 2025Q1: 5,806 shares; 2025Q2: 5,829 shares; 2025Q3: 5,852 shares; 2025Q4: 11,751 shares; 2026Q1: 11,990 shares; 2026Q2: 11,846 shares; 2026Q3: 11,882 shares 11,882 $746K 0.11% +36 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,553 shares; 2025Q1: 2,554 shares; 2025Q2: 2,555 shares; 2025Q3: 2,636 shares; 2025Q4: 2,637 shares; 2026Q1: 2,638 shares; 2026Q2: 2,619 shares; 2026Q3: 2,620 shares 2,620 $738K 0.11% +1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,637 shares; 2025Q1: 8,637 shares; 2025Q2: 8,637 shares; 2025Q3: 8,637 shares; 2025Q4: 8,639 shares; 2026Q1: 8,642 shares; 2026Q2: 8,643 shares; 2026Q3: 8,640 shares 8,640 $736K 0.11% -3 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,227 shares; 2025Q1: 14,246 shares; 2025Q2: 14,542 shares; 2025Q3: 13,893 shares; 2025Q4: 13,747 shares; 2026Q1: 13,756 shares; 2026Q2: 14,816 shares; 2026Q3: 13,654 shares 13,654 $734K 0.11% -1,162 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares; 2026Q1: 1,653 shares; 2026Q2: 1,731 shares; 2026Q3: 1,546 shares 1,546 $731K 0.11% -185 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,299 shares; 2025Q1: not reported; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,302 shares; 2026Q1: 1,212 shares; 2026Q2: 1,512 shares; 2026Q3: 1,885 shares 1,885 $725K 0.1% +373 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,730 shares; 2025Q3: 9,785 shares; 2025Q4: 9,785 shares; 2026Q1: 9,785 shares; 2026Q2: 9,747 shares; 2026Q3: 9,747 shares 9,747 $715K 0.1% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,127 shares; 2025Q1: 24,049 shares; 2025Q2: 22,250 shares; 2025Q3: 22,308 shares; 2025Q4: 22,370 shares; 2026Q1: 22,435 shares; 2026Q2: 22,490 shares; 2026Q3: 23,307 shares 23,307 $707K 0.1% +817 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,057 shares; 2025Q1: 4,063 shares; 2025Q2: 4,006 shares; 2025Q3: 4,012 shares; 2025Q4: 3,838 shares; 2026Q1: 3,149 shares; 2026Q2: 3,049 shares; 2026Q3: 3,041 shares 3,041 $705K 0.1% -8 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,347 shares; 2025Q2: 7,614 shares; 2025Q3: 10,404 shares; 2025Q4: 11,914 shares; 2026Q1: 14,537 shares; 2026Q2: 19,130 shares; 2026Q3: 18,489 shares 18,489 $683K 0.1% -641 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,246 shares; 2025Q1: 2,674 shares; 2025Q2: 3,015 shares; 2025Q3: 2,883 shares; 2025Q4: 2,689 shares; 2026Q1: 2,691 shares; 2026Q2: 2,644 shares; 2026Q3: 2,624 shares 2,624 $672K 0.1% -20 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,751 shares; 2025Q1: 4,451 shares; 2025Q2: 4,578 shares; 2025Q3: 3,967 shares; 2025Q4: 3,851 shares; 2026Q1: 3,578 shares; 2026Q2: 3,578 shares; 2026Q3: 3,441 shares 3,441 $666K 0.1% -137 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,931 shares; 2025Q1: 15,087 shares; 2025Q2: 15,040 shares; 2025Q3: 14,955 shares; 2025Q4: 14,145 shares; 2026Q1: 13,069 shares; 2026Q2: 12,351 shares; 2026Q3: 12,197 shares 12,197 $657K 0.09% -154 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,259 shares; 2025Q1: 4,172 shares; 2025Q2: 4,220 shares; 2025Q3: 4,164 shares; 2025Q4: 4,121 shares; 2026Q1: 4,122 shares; 2026Q2: 4,044 shares; 2026Q3: 4,014 shares 4,014 $653K 0.09% -30 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; 2024Q4: 1,117 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,241 shares; 2025Q4: 1,229 shares; 2026Q1: 1,191 shares; 2026Q2: 7,099 shares; 2026Q3: 7,099 shares 7,099 $647K 0.09% 0 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,854 shares; 2025Q1: 30,997 shares; 2025Q2: 29,887 shares; 2025Q3: 28,413 shares; 2025Q4: 23,678 shares; 2026Q1: 23,747 shares; 2026Q2: 23,799 shares; 2026Q3: 23,857 shares 23,857 $550K 0.08% +58 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; 2024Q4: 6,869 shares; 2025Q1: 6,886 shares; 2025Q2: 6,962 shares; 2025Q3: 7,034 shares; 2025Q4: 7,381 shares; 2026Q1: 7,409 shares; 2026Q2: 7,443 shares; 2026Q3: 7,629 shares 7,629 $543K 0.08% +186 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,999 shares; 2025Q1: 6,131 shares; 2025Q2: 6,146 shares; 2025Q3: 6,163 shares; 2025Q4: 5,968 shares; 2026Q1: 5,592 shares; 2026Q2: 5,604 shares; 2026Q3: 5,507 shares 5,507 $541K 0.08% -97 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 1,890 shares; 2026Q1: 1,500 shares; 2026Q2: 2,559 shares; 2026Q3: 2,619 shares 2,619 $523K 0.08% +60 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 466 shares 466 $500K 0.07% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,711 shares; 2025Q1: 17,330 shares; 2025Q2: 12,992 shares; 2025Q3: 14,628 shares; 2025Q4: 14,788 shares; 2026Q1: 13,184 shares; 2026Q2: 12,492 shares; 2026Q3: 12,167 shares 12,167 $500K 0.07% -325 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,952 shares; 2025Q1: 12,871 shares; 2025Q2: 12,851 shares; 2025Q3: 11,653 shares; 2025Q4: 12,266 shares; 2026Q1: 11,967 shares; 2026Q2: 9,842 shares; 2026Q3: 9,294 shares 9,294 $479K 0.07% -548 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,511 shares; 2025Q1: 2,673 shares; 2025Q2: 2,975 shares; 2025Q3: 2,982 shares; 2025Q4: 2,992 shares; 2026Q1: 2,824 shares; 2026Q2: 2,829 shares; 2026Q3: 2,836 shares 2,836 $478K 0.07% +7 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,309 shares; 2026Q1: 7,022 shares; 2026Q2: 8,257 shares; 2026Q3: 8,545 shares 8,545 $458K 0.07% +288 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,286 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: 2,347 shares; 2025Q4: 2,286 shares; 2026Q1: 2,286 shares; 2026Q2: 2,286 shares; 2026Q3: 2,286 shares 2,286 $448K 0.06% 0 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; 2024Q4: 5,686 shares; 2025Q1: 5,742 shares; 2025Q2: 5,793 shares; 2025Q3: 5,846 shares; 2025Q4: 5,978 shares; 2026Q1: 9,655 shares; 2026Q2: 9,707 shares; 2026Q3: 9,761 shares 9,761 $448K 0.06% +54 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; 2024Q4: 471 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 405 shares; 2026Q1: 494 shares; 2026Q2: 472 shares; 2026Q3: 453 shares 453 $441K 0.06% -19 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,417 shares; 2025Q1: 5,276 shares; 2025Q2: 5,285 shares; 2025Q3: 4,228 shares; 2025Q4: 3,884 shares; 2026Q1: 3,673 shares; 2026Q2: 3,637 shares; 2026Q3: 3,468 shares 3,468 $432K 0.06% -169 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,107 shares; 2025Q1: 1,107 shares; 2025Q2: 1,110 shares; 2025Q3: 1,106 shares; 2025Q4: 1,073 shares; 2026Q1: 1,064 shares; 2026Q2: 1,082 shares; 2026Q3: 1,084 shares 1,084 $425K 0.06% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,389 shares; 2025Q1: 2,390 shares; 2025Q2: 2,389 shares; 2025Q3: 2,395 shares; 2025Q4: 2,286 shares; 2026Q1: 2,287 shares; 2026Q2: 2,263 shares; 2026Q3: 2,260 shares 2,260 $418K 0.06% -3 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,415 shares; 2025Q3: 11,535 shares; 2025Q4: 11,035 shares; 2026Q1: 9,535 shares; 2026Q2: 3,900 shares; 2026Q3: 5,610 shares 5,610 $415K 0.06% +1,710 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,283 shares; 2025Q1: 4,476 shares; 2025Q2: 4,380 shares; 2025Q3: 4,211 shares; 2025Q4: 4,388 shares; 2026Q1: 4,393 shares; 2026Q2: 3,998 shares; 2026Q3: 4,016 shares 4,016 $410K 0.06% +18 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,920 shares; 2025Q1: 5,479 shares; 2025Q2: 5,363 shares; 2025Q3: 5,276 shares; 2025Q4: 5,278 shares; 2026Q1: 4,728 shares; 2026Q2: 4,678 shares; 2026Q3: 4,684 shares 4,684 $406K 0.06% +6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: not reported; 2026Q1: 1,518 shares; 2026Q2: 1,498 shares; 2026Q3: 1,495 shares 1,495 $399K 0.06% -3 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,747 shares; 2025Q1: 104,777 shares; 2025Q2: 104,574 shares; 2025Q3: 113,189 shares; 2025Q4: 112,031 shares; 2026Q1: 108,484 shares; 2026Q2: 106,604 shares; 2026Q3: 61,483 shares 61,483 $385K 0.06% -45,121 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,269 shares; 2025Q1: 13,300 shares; 2025Q2: 13,337 shares; 2025Q3: 9,073 shares; 2025Q4: 9,174 shares; 2026Q1: 9,250 shares; 2026Q2: 8,946 shares; 2026Q3: 8,183 shares 8,183 $381K 0.05% -763 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,097 shares; 2026Q1: 4,707 shares; 2026Q2: 4,176 shares; 2026Q3: 4,187 shares 4,187 $373K 0.05% +11 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,345 shares; 2026Q3: 2,344 shares 2,344 $362K 0.05% -1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,305 shares; 2026Q3: 1,329 shares 1,329 $362K 0.05% +24 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,398 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,689 shares; 2026Q3: 7,108 shares 7,108 $359K 0.05% -6,581 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,120 shares; 2025Q1: 16,120 shares; 2025Q2: 16,120 shares; 2025Q3: 10,425 shares; 2025Q4: 10,425 shares; 2026Q1: 10,240 shares; 2026Q2: 10,185 shares; 2026Q3: 9,945 shares 9,945 $359K 0.05% -240 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,123 shares; 2025Q1: 2,124 shares; 2025Q2: 2,358 shares; 2025Q3: 2,360 shares; 2025Q4: 2,361 shares; 2026Q1: 2,418 shares; 2026Q2: 2,419 shares; 2026Q3: 2,085 shares 2,085 $354K 0.05% -334 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,863 shares; 2025Q1: 2,902 shares; 2025Q2: 2,029 shares; 2025Q3: 2,013 shares; 2025Q4: 2,074 shares; 2026Q1: 2,081 shares; 2026Q2: 2,082 shares; 2026Q3: 2,083 shares 2,083 $350K 0.05% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,854 shares; 2025Q1: not reported; 2025Q2: 4,798 shares; 2025Q3: 4,804 shares; 2025Q4: not reported; 2026Q1: 5,939 shares; 2026Q2: 5,967 shares; 2026Q3: 5,906 shares 5,906 $346K 0.05% -61 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,664 shares; 2025Q1: 2,469 shares; 2025Q2: 2,213 shares; 2025Q3: 2,599 shares; 2025Q4: 2,607 shares; 2026Q1: 2,959 shares; 2026Q2: 2,961 shares; 2026Q3: 2,707 shares 2,707 $341K 0.05% -254 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; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,240 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 1,783 shares; 2026Q2: 1,530 shares; 2026Q3: 1,206 shares 1,206 $336K 0.05% -324 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 410 shares; 2025Q2: 516 shares; 2025Q3: 743 shares; 2025Q4: 7,402 shares; 2026Q1: 7,434 shares; 2026Q2: 7,413 shares; 2026Q3: 4,932 shares 4,932 $331K 0.05% -2,481 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,602 shares; 2025Q1: 9,624 shares; 2025Q2: 9,654 shares; 2025Q3: 9,684 shares; 2025Q4: 9,725 shares; 2026Q1: 9,739 shares; 2026Q2: 9,765 shares; 2026Q3: 9,793 shares 9,793 $324K 0.05% +28 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 2,464 shares; 2025Q4: 1,889 shares; 2026Q1: 1,990 shares; 2026Q2: 2,255 shares; 2026Q3: 2,253 shares 2,253 $321K 0.05% -2 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,341 shares 3,341 $320K 0.05% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,136 shares; 2025Q1: not reported; 2025Q2: 3,770 shares; 2025Q3: 3,070 shares; 2025Q4: 3,250 shares; 2026Q1: 3,005 shares; 2026Q2: 3,021 shares; 2026Q3: 3,966 shares 3,966 $319K 0.05% +945 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,551 shares; 2025Q3: 5,559 shares; 2025Q4: 5,565 shares; 2026Q1: 6,717 shares; 2026Q2: 6,719 shares; 2026Q3: 6,719 shares 6,719 $311K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 550 shares; 2026Q1: 575 shares; 2026Q2: 612 shares; 2026Q3: 614 shares 614 $311K 0.04% +2 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,911 shares; 2025Q1: 2,772 shares; 2025Q2: 2,647 shares; 2025Q3: 2,312 shares; 2025Q4: 2,172 shares; 2026Q1: 1,712 shares; 2026Q2: 1,393 shares; 2026Q3: 1,397 shares 1,397 $306K 0.04% +4 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,816 shares; 2026Q3: 3,844 shares 3,844 $306K 0.04% +28 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,343 shares; 2025Q1: 2,243 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares; 2026Q2: 2,243 shares; 2026Q3: 2,243 shares 2,243 $305K 0.04% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,209 shares; 2025Q1: 9,076 shares; 2025Q2: 9,159 shares; 2025Q3: 7,417 shares; 2025Q4: 5,582 shares; 2026Q1: 5,613 shares; 2026Q2: 5,629 shares; 2026Q3: 5,597 shares 5,597 $303K 0.04% -32 Timeline JEPQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,631 shares; 2025Q4: not reported; 2026Q1: 4,772 shares; 2026Q2: 3,590 shares; 2026Q3: 4,915 shares 4,915 $300K 0.04% +1,325 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: not reported; 2026Q1: 3,165 shares; 2026Q2: 3,664 shares; 2026Q3: 3,175 shares 3,175 $299K 0.04% -489 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,283 shares; 2025Q1: 3,223 shares; 2025Q2: 3,360 shares; 2025Q3: 3,129 shares; 2025Q4: 3,115 shares; 2026Q1: 2,350 shares; 2026Q2: 2,352 shares; 2026Q3: 2,354 shares 2,354 $298K 0.04% +2 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; 2024Q4: 228,545 shares; 2025Q1: 94,233 shares; 2025Q2: 53,827 shares; 2025Q3: 26,583 shares; 2025Q4: 12,821 shares; 2026Q1: 6,955 shares; 2026Q2: 5,838 shares; 2026Q3: 5,487 shares 5,487 $295K 0.04% -351 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 1,138 shares; 2026Q3: 1,138 shares 1,138 $287K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,204 shares; 2025Q1: 1,995 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,747 shares; 2026Q1: 1,692 shares; 2026Q2: 1,600 shares; 2026Q3: 1,348 shares 1,348 $286K 0.04% -252 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 436 shares; 2026Q2: 436 shares; 2026Q3: 413 shares 413 $285K 0.04% -23 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares; 2026Q3: 1,851 shares 1,851 $283K 0.04% +356 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,056 shares; 2025Q3: 3,839 shares; 2025Q4: 3,851 shares; 2026Q1: 2,857 shares; 2026Q2: 3,276 shares; 2026Q3: 3,277 shares 3,277 $281K 0.04% +1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares; 2026Q2: 1,036 shares; 2026Q3: 587 shares 587 $280K 0.04% -449 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,745 shares; 2025Q1: 2,748 shares; 2025Q2: 2,751 shares; 2025Q3: 4,358 shares; 2025Q4: 4,346 shares; 2026Q1: 5,171 shares; 2026Q2: 3,570 shares; 2026Q3: 3,578 shares 3,578 $276K 0.04% +8 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,514 shares 4,514 $275K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,809 shares; 2025Q1: 2,704 shares; 2025Q2: 2,773 shares; 2025Q3: 2,611 shares; 2025Q4: 2,739 shares; 2026Q1: 3,040 shares; 2026Q2: 3,107 shares; 2026Q3: 2,818 shares 2,818 $267K 0.04% -289 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,730 shares; 2026Q3: 1,730 shares 1,730 $263K 0.04% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,851 shares; 2025Q1: not reported; 2025Q2: 7,047 shares; 2025Q3: 7,077 shares; 2025Q4: 7,107 shares; 2026Q1: 7,125 shares; 2026Q2: 7,146 shares; 2026Q3: 7,600 shares 7,600 $263K 0.04% +454 Timeline GMNY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,369 shares; 2026Q3: 5,394 shares 5,394 $257K 0.04% +1,025 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 511 shares; 2025Q4: 513 shares; 2026Q1: 503 shares; 2026Q2: 406 shares; 2026Q3: 383 shares 383 $251K 0.04% -23 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,872 shares; 2026Q1: 9,114 shares; 2026Q2: 9,245 shares; 2026Q3: 9,245 shares 9,245 $246K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,378 shares; 2026Q2: 2,498 shares; 2026Q3: 2,500 shares 2,500 $243K 0.03% +2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,303 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares; 2026Q3: 1,305 shares 1,305 $241K 0.03% +1 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,901 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,076 shares; 2026Q3: 3,887 shares 3,887 $239K 0.03% -189 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,365 shares; 2025Q1: 8,365 shares; 2025Q2: 8,365 shares; 2025Q3: 8,365 shares; 2025Q4: 8,365 shares; 2026Q1: 7,950 shares; 2026Q2: 7,950 shares; 2026Q3: 5,750 shares 5,750 $239K 0.03% -2,200 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,496 shares 3,496 $238K 0.03% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares; 2026Q3: 883 shares 883 $238K 0.03% -201 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,491 shares; 2026Q1: 8,522 shares; 2026Q2: 8,542 shares; 2026Q3: 8,542 shares 8,542 $236K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,468 shares; 2025Q1: 2,103 shares; 2025Q2: 1,776 shares; 2025Q3: 1,758 shares; 2025Q4: 1,588 shares; 2026Q1: 1,488 shares; 2026Q2: 1,085 shares; 2026Q3: 985 shares 985 $234K 0.03% -100 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; 2024Q4: not reported; 2025Q1: 2,868 shares; 2025Q2: 3,402 shares; 2025Q3: 1,779 shares; 2025Q4: 1,552 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,240 shares 1,240 $234K 0.03% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,285 shares; 2026Q3: 5,296 shares 5,296 $231K 0.03% +11 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,626 shares; 2025Q1: 7,609 shares; 2025Q2: 7,643 shares; 2025Q3: 5,780 shares; 2025Q4: 5,641 shares; 2026Q1: 5,462 shares; 2026Q2: 5,455 shares; 2026Q3: 4,894 shares 4,894 $221K 0.03% -561 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,007 shares; 2026Q2: 6,040 shares; 2026Q3: 6,074 shares 6,074 $220K 0.03% +34 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,707 shares; 2026Q3: 8,087 shares 8,087 $216K 0.03% +380 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,168 shares 5,168 $212K 0.03% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $211K 0.03% 0 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,410 shares 6,410 $211K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495 shares; 2025Q1: not reported; 2025Q2: 517 shares; 2025Q3: 518 shares; 2025Q4: 520 shares; 2026Q1: 521 shares; 2026Q2: 411 shares; 2026Q3: 412 shares 412 $210K 0.03% +1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,040 shares; 2025Q1: 2,049 shares; 2025Q2: 2,111 shares; 2025Q3: 2,716 shares; 2025Q4: 2,735 shares; 2026Q1: 2,096 shares; 2026Q2: 2,111 shares; 2026Q3: 2,120 shares 2,120 $207K 0.03% +9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 723 shares; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: 1,654 shares; 2025Q4: 1,534 shares; 2026Q1: 1,304 shares; 2026Q2: not reported; 2026Q3: 868 shares 868 $204K 0.03% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,162 shares; 2025Q4: 4,197 shares; 2026Q1: 4,233 shares; 2026Q2: 4,268 shares; 2026Q3: 4,293 shares 4,293 $203K 0.03% +25 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 718 shares; 2025Q4: 718 shares; 2026Q1: not reported; 2026Q2: 724 shares; 2026Q3: 724 shares 724 $201K 0.03% 0 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares; 2026Q3: 22,000 shares 22,000 $153K 0.02% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,830 shares 10,830 $78.4K 0.01% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 18,075 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,853 shares 18,853 $60.5K 0.01% new Timeline