IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,735 shares; 2024Q4: 111,336 shares; 2025Q1: 112,446 shares; 2025Q2: 115,319 shares; 2025Q3: 118,781 shares; 2025Q4: 120,998 shares; 2026Q1: 123,137 shares; 2026Q2: 127,920 shares 127,920 $95.8M 9.73% +4,783 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; 2024Q3: 364,307 shares; 2024Q4: 373,174 shares; 2025Q1: 382,661 shares; 2025Q2: 393,384 shares; 2025Q3: 394,040 shares; 2025Q4: 390,424 shares; 2026Q1: 391,650 shares; 2026Q2: 390,844 shares 390,844 $48.8M 4.95% -806 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,464 shares; 2024Q4: 39,328 shares; 2025Q1: 42,592 shares; 2025Q2: 52,857 shares; 2025Q3: 59,668 shares; 2025Q4: 60,708 shares; 2026Q1: 60,437 shares; 2026Q2: 59,760 shares 59,760 $44.6M 4.53% -677 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,542 shares; 2024Q4: 487,911 shares; 2025Q1: 517,244 shares; 2025Q2: 525,641 shares; 2025Q3: 523,955 shares; 2025Q4: 538,609 shares; 2026Q1: 543,025 shares; 2026Q2: 542,375 shares 542,375 $44M 4.46% -650 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,643 shares; 2024Q4: 112,118 shares; 2025Q1: 111,576 shares; 2025Q2: 118,800 shares; 2025Q3: 129,530 shares; 2025Q4: 133,201 shares; 2026Q1: 133,367 shares; 2026Q2: 137,024 shares 137,024 $41.5M 4.21% +3,657 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,311 shares; 2024Q4: 139,715 shares; 2025Q1: 116,485 shares; 2025Q2: 115,521 shares; 2025Q3: 114,707 shares; 2025Q4: 113,571 shares; 2026Q1: 113,101 shares; 2026Q2: 111,256 shares 111,256 $40.7M 4.13% -1,845 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,954 shares; 2024Q4: 104,819 shares; 2025Q1: 104,087 shares; 2025Q2: 108,759 shares; 2025Q3: 108,445 shares; 2025Q4: 105,465 shares; 2026Q1: 105,511 shares; 2026Q2: 105,746 shares 105,746 $30.2M 3.07% +235 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,982 shares; 2024Q4: 41,131 shares; 2025Q1: 43,501 shares; 2025Q2: 49,486 shares; 2025Q3: 49,460 shares; 2025Q4: 48,471 shares; 2026Q1: 48,463 shares; 2026Q2: 45,977 shares 45,977 $29.5M 2.99% -2,486 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,163 shares; 2024Q4: 180,042 shares; 2025Q1: 179,208 shares; 2025Q2: 179,208 shares; 2025Q3: 180,126 shares; 2025Q4: 179,086 shares; 2026Q1: 179,507 shares; 2026Q2: 177,720 shares 177,720 $29.2M 2.96% -1,787 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: 106,714 shares; 2024Q4: 104,745 shares; 2025Q1: 103,434 shares; 2025Q2: 101,104 shares; 2025Q3: 100,030 shares; 2025Q4: 99,108 shares; 2026Q1: 98,290 shares; 2026Q2: 98,158 shares 98,158 $28.4M 2.88% -132 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,152 shares; 2024Q4: 440,979 shares; 2025Q1: 439,846 shares; 2025Q2: 447,138 shares; 2025Q3: 462,699 shares; 2025Q4: 476,863 shares; 2026Q1: 482,095 shares; 2026Q2: 495,446 shares 495,446 $26.3M 2.67% +13,351 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,665 shares; 2024Q4: 74,844 shares; 2025Q1: 82,684 shares; 2025Q2: 92,378 shares; 2025Q3: 96,478 shares; 2025Q4: 104,050 shares; 2026Q1: 107,247 shares; 2026Q2: 112,092 shares 112,092 $24.6M 2.5% +4,845 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: 53,877 shares; 2024Q4: 54,373 shares; 2025Q1: 54,388 shares; 2025Q2: 55,167 shares; 2025Q3: 54,980 shares; 2025Q4: 54,713 shares; 2026Q1: 54,610 shares; 2026Q2: 54,421 shares 54,421 $19.4M 1.97% -189 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,877 shares; 2024Q4: 140,442 shares; 2025Q1: 151,622 shares; 2025Q2: 160,169 shares; 2025Q3: 160,363 shares; 2025Q4: 160,364 shares; 2026Q1: 161,395 shares; 2026Q2: 159,702 shares 159,702 $17.6M 1.79% -1,693 Timeline FMHI 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: 235,646 shares; 2024Q4: 244,826 shares; 2025Q1: 251,112 shares; 2025Q2: 182,025 shares; 2025Q3: 198,253 shares; 2025Q4: 227,133 shares; 2026Q1: 237,886 shares; 2026Q2: 355,392 shares 355,392 $17.2M 1.75% +117,506 Timeline XMMO 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: 3,196 shares; 2025Q1: 69,329 shares; 2025Q2: 106,346 shares; 2025Q3: 110,903 shares; 2025Q4: 100,856 shares; 2026Q1: 102,430 shares; 2026Q2: 100,867 shares 100,867 $17.2M 1.74% -1,563 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: 42,387 shares; 2024Q4: 42,279 shares; 2025Q1: 42,533 shares; 2025Q2: 42,898 shares; 2025Q3: 43,820 shares; 2025Q4: 44,098 shares; 2026Q1: 44,504 shares; 2026Q2: 45,284 shares 45,284 $16.9M 1.71% +780 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 4,627 shares; 2025Q1: 4,678 shares; 2025Q2: 5,896 shares; 2025Q3: 16,546 shares; 2025Q4: 308,611 shares; 2026Q1: 324,642 shares; 2026Q2: 352,065 shares 352,065 $16.5M 1.68% +27,423 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: 68,190 shares; 2024Q4: 67,927 shares; 2025Q1: 68,168 shares; 2025Q2: 68,077 shares; 2025Q3: 68,167 shares; 2025Q4: 68,346 shares; 2026Q1: 68,780 shares; 2026Q2: 69,069 shares 69,069 $16.5M 1.67% +289 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164,957 shares; 2025Q3: 170,425 shares; 2025Q4: 168,763 shares; 2026Q1: 168,131 shares; 2026Q2: 164,064 shares 164,064 $16.2M 1.65% -4,067 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,867 shares; 2025Q3: 73,610 shares; 2025Q4: 111,535 shares; 2026Q1: 124,401 shares; 2026Q2: 141,189 shares 141,189 $14.4M 1.47% +16,788 Timeline XSMO 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: 149,238 shares; 2026Q2: 151,054 shares 151,054 $14.1M 1.44% +1,816 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,988 shares; 2024Q4: 7,430 shares; 2025Q1: 57,927 shares; 2025Q2: 64,509 shares; 2025Q3: 70,077 shares; 2025Q4: 74,753 shares; 2026Q1: 77,475 shares; 2026Q2: 84,937 shares 84,937 $13.7M 1.39% +7,462 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,883 shares; 2024Q4: 18,190 shares; 2025Q1: 28,532 shares; 2025Q2: 93,644 shares; 2025Q3: 125,402 shares; 2025Q4: 180,723 shares; 2026Q1: 207,170 shares; 2026Q2: 253,750 shares 253,750 $13.5M 1.37% +46,580 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,732 shares; 2025Q2: 49,165 shares; 2025Q3: 40,355 shares; 2025Q4: 49,507 shares; 2026Q1: 52,775 shares; 2026Q2: 53,315 shares 53,315 $13.3M 1.35% +540 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,799 shares; 2024Q4: 249,260 shares; 2025Q1: 256,186 shares; 2025Q2: 258,125 shares; 2025Q3: 228,216 shares; 2025Q4: 218,500 shares; 2026Q1: 214,099 shares; 2026Q2: 200,033 shares 200,033 $12.4M 1.26% -14,066 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,097 shares; 2024Q4: 144,916 shares; 2025Q1: 166,806 shares; 2025Q2: 178,144 shares; 2025Q3: 181,952 shares; 2025Q4: 186,054 shares; 2026Q1: 184,555 shares; 2026Q2: 183,114 shares 183,114 $10.8M 1.1% -1,441 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: 40,530 shares; 2024Q4: 42,070 shares; 2025Q1: 42,681 shares; 2025Q2: 40,392 shares; 2025Q3: 45,890 shares; 2025Q4: 49,004 shares; 2026Q1: 49,445 shares; 2026Q2: 51,228 shares 51,228 $10.3M 1.04% +1,783 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,158 shares; 2024Q4: 26,054 shares; 2025Q1: 26,889 shares; 2025Q2: 26,804 shares; 2025Q3: 26,763 shares; 2025Q4: 26,580 shares; 2026Q1: 26,527 shares; 2026Q2: 26,384 shares 26,384 $9.32M 0.95% -143 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: 11,134 shares; 2024Q4: 10,831 shares; 2025Q1: 10,969 shares; 2025Q2: 10,985 shares; 2025Q3: 10,913 shares; 2025Q4: 11,108 shares; 2026Q1: 11,062 shares; 2026Q2: 11,012 shares 11,012 $8.11M 0.82% -50 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,809 shares; 2024Q4: 222,948 shares; 2025Q1: 240,743 shares; 2025Q2: 270,113 shares; 2025Q3: 259,501 shares; 2025Q4: 231,428 shares; 2026Q1: 236,865 shares; 2026Q2: 223,941 shares 223,941 $7.1M 0.72% -12,924 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,209 shares; 2025Q3: 46,714 shares; 2025Q4: 92,681 shares; 2026Q1: 126,330 shares; 2026Q2: 129,223 shares 129,223 $6.9M 0.7% +2,893 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; 2024Q3: 4,186 shares; 2024Q4: 5,924 shares; 2025Q1: 20,031 shares; 2025Q2: 23,597 shares; 2025Q3: 17,473 shares; 2025Q4: 26,848 shares; 2026Q1: 29,800 shares; 2026Q2: 73,687 shares 73,687 $6.72M 0.68% +43,887 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,694 shares; 2024Q4: 23,669 shares; 2025Q1: 23,452 shares; 2025Q2: 23,459 shares; 2025Q3: 23,423 shares; 2025Q4: 23,366 shares; 2026Q1: 23,002 shares; 2026Q2: 22,890 shares 22,890 $6.65M 0.68% -112 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726,693 shares; 2024Q4: 888,084 shares; 2025Q1: 450,731 shares; 2025Q2: 272,774 shares; 2025Q3: 273,735 shares; 2025Q4: 276,547 shares; 2026Q1: 264,531 shares; 2026Q2: 241,585 shares 241,585 $6.05M 0.61% -22,946 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: 21,009 shares; 2024Q4: 26,286 shares; 2025Q1: 25,280 shares; 2025Q2: 30,950 shares; 2025Q3: 33,531 shares; 2025Q4: 34,102 shares; 2026Q1: 34,596 shares; 2026Q2: 33,091 shares 33,091 $5.85M 0.59% -1,505 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,347 shares; 2024Q4: 69,945 shares; 2025Q1: 69,303 shares; 2025Q2: 71,816 shares; 2025Q3: 61,163 shares; 2025Q4: 73,218 shares; 2026Q1: 73,658 shares; 2026Q2: 72,729 shares 72,729 $5.62M 0.57% -929 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,014 shares; 2024Q4: 23,123 shares; 2025Q1: 21,750 shares; 2025Q2: 21,268 shares; 2025Q3: 21,163 shares; 2025Q4: 21,324 shares; 2026Q1: 21,831 shares; 2026Q2: 20,594 shares 20,594 $4.99M 0.51% -1,237 Timeline XMHQ 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: 208,080 shares; 2024Q4: 231,533 shares; 2025Q1: 52,355 shares; 2025Q2: 35,953 shares; 2025Q3: 35,100 shares; 2025Q4: 45,024 shares; 2026Q1: 43,990 shares; 2026Q2: 42,949 shares 42,949 $4.85M 0.49% -1,041 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,782 shares; 2025Q2: 56,067 shares; 2025Q3: 72,527 shares; 2025Q4: 92,334 shares; 2026Q1: 127,749 shares; 2026Q2: 134,206 shares 134,206 $4.49M 0.46% +6,457 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: 27,456 shares; 2025Q2: 48,410 shares; 2025Q3: 64,483 shares; 2025Q4: 62,140 shares; 2026Q1: 61,543 shares; 2026Q2: 88,352 shares 88,352 $4.46M 0.45% +26,809 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,611 shares; 2024Q4: 223,448 shares; 2025Q1: 215,137 shares; 2025Q2: 165,951 shares; 2025Q3: 141,508 shares; 2025Q4: 114,786 shares; 2026Q1: 154,213 shares; 2026Q2: 145,120 shares 145,120 $4.29M 0.44% -9,093 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,914 shares; 2024Q4: 49,176 shares; 2025Q1: 49,334 shares; 2025Q2: 49,757 shares; 2025Q3: 49,475 shares; 2025Q4: 47,707 shares; 2026Q1: 47,627 shares; 2026Q2: 47,635 shares 47,635 $4.13M 0.42% +8 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,906 shares; 2025Q3: 65,472 shares; 2025Q4: 65,197 shares; 2026Q1: 87,818 shares; 2026Q2: 85,179 shares 85,179 $3.57M 0.36% -2,639 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,315 shares; 2026Q1: 78,429 shares; 2026Q2: 74,928 shares 74,928 $3.45M 0.35% -3,501 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: 55,440 shares; 2024Q4: 53,735 shares; 2025Q1: 52,389 shares; 2025Q2: 51,308 shares; 2025Q3: 49,182 shares; 2025Q4: 41,115 shares; 2026Q1: 38,942 shares; 2026Q2: 32,106 shares 32,106 $3.34M 0.34% -6,836 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,438 shares; 2024Q4: 20,627 shares; 2025Q1: 127,612 shares; 2025Q2: 135,414 shares; 2025Q3: 135,561 shares; 2025Q4: 116,259 shares; 2026Q1: 22,958 shares; 2026Q2: 22,513 shares 22,513 $3.3M 0.33% -445 Timeline HYMB 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: 110,051 shares; 2025Q3: 111,596 shares; 2025Q4: 114,123 shares; 2026Q1: 113,892 shares; 2026Q2: 115,678 shares 115,678 $2.94M 0.3% +1,786 Timeline QTEC 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: 8,703 shares; 2024Q4: 8,611 shares; 2025Q1: 8,612 shares; 2025Q2: 8,612 shares; 2025Q3: 8,612 shares; 2025Q4: 8,561 shares; 2026Q1: 8,561 shares; 2026Q2: 8,562 shares 8,562 $2.87M 0.29% +1 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; 2024Q3: 144,173 shares; 2024Q4: 182,599 shares; 2025Q1: 220,062 shares; 2025Q2: 250,976 shares; 2025Q3: 259,195 shares; 2025Q4: 52,410 shares; 2026Q1: 44,766 shares; 2026Q2: 45,774 shares 45,774 $2.81M 0.29% +1,008 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,508 shares; 2025Q1: 3,395 shares; 2025Q2: 3,733 shares; 2025Q3: 4,898 shares; 2025Q4: 4,583 shares; 2026Q1: 4,631 shares; 2026Q2: 4,683 shares 4,683 $2.64M 0.27% +52 Timeline JNK 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: 5,062 shares; 2025Q4: 44,469 shares; 2026Q1: 51,506 shares; 2026Q2: 27,036 shares 27,036 $2.61M 0.26% -24,470 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,576 shares; 2026Q1: 1,704 shares; 2026Q2: 2,256 shares 2,256 $2.6M 0.26% +552 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,624 shares; 2024Q4: 12,756 shares; 2025Q1: 14,017 shares; 2025Q2: 10,709 shares; 2025Q3: 12,267 shares; 2025Q4: 16,451 shares; 2026Q1: 20,209 shares; 2026Q2: 23,866 shares 23,866 $2.57M 0.26% +3,657 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,226 shares; 2024Q4: 13,240 shares; 2025Q1: 13,836 shares; 2025Q2: 28,370 shares; 2025Q3: 28,381 shares; 2025Q4: 31,958 shares; 2026Q1: 31,965 shares; 2026Q2: 31,977 shares 31,977 $2.56M 0.26% +12 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,984 shares; 2024Q4: 21,906 shares; 2025Q1: 21,986 shares; 2025Q2: 21,772 shares; 2025Q3: 21,810 shares; 2025Q4: 22,006 shares; 2026Q1: 22,251 shares; 2026Q2: 22,148 shares 22,148 $2.51M 0.25% -103 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,916 shares; 2024Q4: 31,345 shares; 2025Q1: 33,348 shares; 2025Q2: 32,016 shares; 2025Q3: 32,533 shares; 2025Q4: 29,093 shares; 2026Q1: 32,666 shares; 2026Q2: 33,726 shares 33,726 $2.48M 0.25% +1,060 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: 1,524 shares; 2025Q1: 1,507 shares; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares; 2025Q4: 1,750 shares; 2026Q1: 2,075 shares; 2026Q2: 3,529 shares 3,529 $2.31M 0.23% +1,454 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; 2024Q3: 138,717 shares; 2024Q4: 176,024 shares; 2025Q1: 211,385 shares; 2025Q2: 186,226 shares; 2025Q3: 121,889 shares; 2025Q4: 104,971 shares; 2026Q1: 103,060 shares; 2026Q2: 55,144 shares 55,144 $2.31M 0.23% -47,916 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: 90,087 shares; 2025Q4: 96,710 shares; 2026Q1: 90,870 shares; 2026Q2: 78,910 shares 78,910 $2.31M 0.23% -11,960 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: 7,025 shares; 2024Q4: 6,884 shares; 2025Q1: 6,533 shares; 2025Q2: 6,317 shares; 2025Q3: 6,612 shares; 2025Q4: 6,358 shares; 2026Q1: 4,858 shares; 2026Q2: 4,310 shares 4,310 $2.16M 0.22% -548 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,236 shares; 2024Q4: 29,211 shares; 2025Q1: 29,411 shares; 2025Q2: 29,638 shares; 2025Q3: 29,601 shares; 2025Q4: 29,231 shares; 2026Q1: 29,183 shares; 2026Q2: 27,119 shares 27,119 $2.09M 0.21% -2,064 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: 4,996 shares; 2024Q4: 5,235 shares; 2025Q1: 5,449 shares; 2025Q2: 5,518 shares; 2025Q3: 5,989 shares; 2025Q4: 6,146 shares; 2026Q1: 6,169 shares; 2026Q2: 6,143 shares 6,143 $2.01M 0.2% -26 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,074 shares; 2024Q4: 33,732 shares; 2025Q1: 31,843 shares; 2025Q2: 32,887 shares; 2025Q3: 33,315 shares; 2025Q4: 32,917 shares; 2026Q1: 32,768 shares; 2026Q2: 31,874 shares 31,874 $2.01M 0.2% -894 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,863 shares; 2025Q4: 42,221 shares; 2026Q1: 42,970 shares; 2026Q2: 40,349 shares 40,349 $1.95M 0.2% -2,621 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,203 shares; 2024Q4: 17,200 shares; 2025Q1: 17,213 shares; 2025Q2: 17,144 shares; 2025Q3: 17,449 shares; 2025Q4: 18,217 shares; 2026Q1: 17,859 shares; 2026Q2: 17,527 shares 17,527 $1.93M 0.2% -332 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,871 shares; 2025Q4: 2,117 shares; 2026Q1: 2,656 shares; 2026Q2: 3,275 shares 3,275 $1.9M 0.19% +619 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 1,954 shares; 2025Q1: 2,228 shares; 2025Q2: 2,269 shares; 2025Q3: 2,768 shares; 2025Q4: 2,794 shares; 2026Q1: 2,045 shares; 2026Q2: 2,588 shares 2,588 $1.86M 0.19% +543 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,132 shares; 2024Q4: 16,638 shares; 2025Q1: 16,622 shares; 2025Q2: 12,371 shares; 2025Q3: 12,438 shares; 2025Q4: 12,588 shares; 2026Q1: 12,288 shares; 2026Q2: 12,277 shares 12,277 $1.82M 0.18% -11 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,527 shares; 2025Q1: 1,528 shares; 2025Q2: 1,436 shares; 2025Q3: 1,576 shares; 2025Q4: 1,650 shares; 2026Q1: 1,625 shares; 2026Q2: 1,628 shares 1,628 $1.73M 0.18% +3 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: 3,893 shares; 2024Q4: 4,044 shares; 2025Q1: 3,705 shares; 2025Q2: 4,252 shares; 2025Q3: 3,865 shares; 2025Q4: 3,995 shares; 2026Q1: 4,055 shares; 2026Q2: 4,040 shares 4,040 $1.7M 0.17% -15 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,431 shares; 2024Q4: 136,350 shares; 2025Q1: 73,150 shares; 2025Q2: 59,939 shares; 2025Q3: 52,237 shares; 2025Q4: 37,878 shares; 2026Q1: 17,358 shares; 2026Q2: 29,603 shares 29,603 $1.66M 0.17% +12,245 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,673 shares; 2025Q3: 24,370 shares; 2025Q4: 27,948 shares; 2026Q1: 30,471 shares; 2026Q2: 27,142 shares 27,142 $1.62M 0.16% -3,329 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,002 shares; 2025Q1: 1,003 shares; 2025Q2: 1,012 shares; 2025Q3: 1,096 shares; 2025Q4: 1,160 shares; 2026Q1: 1,192 shares; 2026Q2: 1,319 shares 1,319 $1.58M 0.16% +127 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,648 shares 62,648 $1.58M 0.16% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 1,903 shares; 2026Q1: 1,824 shares; 2026Q2: 2,270 shares 2,270 $1.56M 0.16% +446 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,101 shares; 2024Q4: 15,128 shares; 2025Q1: 15,341 shares; 2025Q2: 15,359 shares; 2025Q3: 15,188 shares; 2025Q4: 15,206 shares; 2026Q1: 15,137 shares; 2026Q2: 15,025 shares 15,025 $1.55M 0.16% -112 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603 shares; 2024Q4: 3,063 shares; 2025Q1: 3,129 shares; 2025Q2: 3,131 shares; 2025Q3: 3,064 shares; 2025Q4: 3,061 shares; 2026Q1: 3,063 shares; 2026Q2: 12,337 shares 12,337 $1.53M 0.16% +9,274 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,924 shares; 2024Q4: 3,828 shares; 2025Q1: 3,820 shares; 2025Q2: 3,825 shares; 2025Q3: 3,828 shares; 2025Q4: 7,665 shares; 2026Q1: 7,600 shares; 2026Q2: 7,917 shares 7,917 $1.51M 0.15% +317 Timeline HYS 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: 13,725 shares; 2025Q3: 13,725 shares; 2025Q4: 15,825 shares; 2026Q1: 15,825 shares; 2026Q2: 15,825 shares 15,825 $1.48M 0.15% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,394 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,450 shares; 2025Q3: 19,704 shares; 2025Q4: 25,272 shares; 2026Q1: 26,117 shares; 2026Q2: 27,224 shares 27,224 $1.46M 0.15% +1,107 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 15,302 shares; 2025Q4: 21,919 shares; 2026Q1: 21,075 shares; 2026Q2: 20,855 shares 20,855 $1.42M 0.14% -220 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,710 shares; 2026Q2: 15,118 shares 15,118 $1.35M 0.14% +408 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 1,909 shares; 2025Q1: 2,034 shares; 2025Q2: 2,075 shares; 2025Q3: 2,342 shares; 2025Q4: 2,639 shares; 2026Q1: 2,467 shares; 2026Q2: 2,804 shares 2,804 $1.34M 0.14% +337 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,537 shares; 2024Q4: 9,487 shares; 2025Q1: 9,309 shares; 2025Q2: 9,069 shares; 2025Q3: 9,057 shares; 2025Q4: 8,951 shares; 2026Q1: 8,849 shares; 2026Q2: 8,844 shares 8,844 $1.31M 0.13% -5 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,532 shares; 2025Q3: 38,430 shares; 2025Q4: 46,566 shares; 2026Q1: 54,307 shares; 2026Q2: 63,310 shares 63,310 $1.28M 0.13% +9,003 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,495 shares; 2024Q4: 5,307 shares; 2025Q1: 5,328 shares; 2025Q2: 5,238 shares; 2025Q3: 5,256 shares; 2025Q4: 5,124 shares; 2026Q1: 5,048 shares; 2026Q2: 5,066 shares 5,066 $1.2M 0.12% +18 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,295 shares; 2025Q1: 2,685 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 1,897 shares; 2026Q1: 1,120 shares; 2026Q2: 1,216 shares 1,216 $1.14M 0.12% +96 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,954 shares; 2025Q4: 5,772 shares; 2026Q1: 10,637 shares; 2026Q2: 11,253 shares 11,253 $1.11M 0.11% +616 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: 9,712 shares; 2024Q4: 9,757 shares; 2025Q1: 9,825 shares; 2025Q2: 9,648 shares; 2025Q3: 9,690 shares; 2025Q4: 9,633 shares; 2026Q1: 9,633 shares; 2026Q2: 9,346 shares 9,346 $1.1M 0.11% -287 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,533 shares; 2025Q1: 4,003 shares; 2025Q2: 4,142 shares; 2025Q3: 4,022 shares; 2025Q4: 4,023 shares; 2026Q1: 4,013 shares; 2026Q2: 4,010 shares 4,010 $1.09M 0.11% -3 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: 3,168 shares; 2024Q4: 2,934 shares; 2025Q1: 2,972 shares; 2025Q2: 3,450 shares; 2025Q3: 3,579 shares; 2025Q4: 3,551 shares; 2026Q1: 2,907 shares; 2026Q2: 2,927 shares 2,927 $1.08M 0.11% +20 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 6,624 shares; 2025Q1: 6,676 shares; 2025Q2: 6,747 shares; 2025Q3: 6,744 shares; 2025Q4: 6,650 shares; 2026Q1: 6,586 shares; 2026Q2: 6,576 shares 6,576 $1.08M 0.11% -10 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,886 shares; 2024Q4: 16,294 shares; 2025Q1: 17,627 shares; 2025Q2: 17,614 shares; 2025Q3: 17,710 shares; 2025Q4: 12,814 shares; 2026Q1: 12,738 shares; 2026Q2: 12,431 shares 12,431 $1.07M 0.11% -307 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,101 shares; 2024Q4: 8,103 shares; 2025Q1: 7,904 shares; 2025Q2: 7,906 shares; 2025Q3: 7,907 shares; 2025Q4: 7,799 shares; 2026Q1: 7,800 shares; 2026Q2: 7,664 shares 7,664 $1.05M 0.11% -136 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,379 shares; 2024Q4: 7,619 shares; 2025Q1: 7,633 shares; 2025Q2: 7,441 shares; 2025Q3: 7,448 shares; 2025Q4: 7,360 shares; 2026Q1: 7,367 shares; 2026Q2: 7,392 shares 7,392 $1.01M 0.1% +25 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,194 shares; 2024Q4: 28,003 shares; 2025Q1: 24,886 shares; 2025Q2: 24,066 shares; 2025Q3: 24,221 shares; 2025Q4: 25,803 shares; 2026Q1: 25,005 shares; 2026Q2: 19,664 shares 19,664 $1M 0.1% -5,341 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 970 shares; 2025Q1: 969 shares; 2025Q2: 983 shares; 2025Q3: 982 shares; 2025Q4: 959 shares; 2026Q1: 959 shares; 2026Q2: 978 shares 978 $989K 0.1% +19 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,313 shares; 2024Q4: 2,724 shares; 2025Q1: 2,815 shares; 2025Q2: 2,831 shares; 2025Q3: 3,566 shares; 2025Q4: 3,592 shares; 2026Q1: 3,670 shares; 2026Q2: 3,889 shares 3,889 $988K 0.1% +219 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,117 shares; 2024Q4: 4,141 shares; 2025Q1: 4,095 shares; 2025Q2: 4,798 shares; 2025Q3: 5,143 shares; 2025Q4: 5,298 shares; 2026Q1: 5,309 shares; 2026Q2: 6,208 shares 6,208 $985K 0.1% +899 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,530 shares; 2024Q4: 17,531 shares; 2025Q1: 17,531 shares; 2025Q2: 17,532 shares; 2025Q3: 17,533 shares; 2025Q4: 21,843 shares; 2026Q1: 21,843 shares; 2026Q2: 21,843 shares 21,843 $977K 0.1% 0 Timeline TLH 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: 2,662 shares; 2025Q4: 7,346 shares; 2026Q1: 9,164 shares; 2026Q2: 9,677 shares 9,677 $971K 0.1% +513 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 3,477 shares; 2025Q1: 3,482 shares; 2025Q2: 3,497 shares; 2025Q3: 3,497 shares; 2025Q4: 3,488 shares; 2026Q1: 3,510 shares; 2026Q2: 3,519 shares 3,519 $963K 0.1% +9 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 2,932 shares; 2025Q1: 3,750 shares; 2025Q2: 3,761 shares; 2025Q3: 4,196 shares; 2025Q4: 4,725 shares; 2026Q1: 4,864 shares; 2026Q2: 5,090 shares 5,090 $957K 0.1% +226 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,393 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,530 shares; 2025Q3: 6,308 shares; 2025Q4: 7,784 shares; 2026Q1: 8,920 shares; 2026Q2: 10,126 shares 10,126 $957K 0.1% +1,206 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,718 shares; 2024Q4: 10,624 shares; 2025Q1: 10,637 shares; 2025Q2: 10,847 shares; 2025Q3: 10,847 shares; 2025Q4: 10,857 shares; 2026Q1: 10,871 shares; 2026Q2: 10,892 shares 10,892 $956K 0.1% +21 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,547 shares; 2024Q4: 22,445 shares; 2025Q1: 7,475 shares; 2025Q2: 7,474 shares; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares; 2026Q1: 7,473 shares; 2026Q2: 7,473 shares 7,473 $951K 0.1% 0 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: 10,042 shares; 2026Q1: 22,662 shares; 2026Q2: 22,120 shares 22,120 $877K 0.09% -542 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 5,221 shares; 2025Q1: 5,554 shares; 2025Q2: 5,552 shares; 2025Q3: 5,603 shares; 2025Q4: 6,458 shares; 2026Q1: 6,540 shares; 2026Q2: 6,173 shares 6,173 $844K 0.09% -367 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,551 shares; 2024Q4: 58,429 shares; 2025Q1: 62,715 shares; 2025Q2: 58,112 shares; 2025Q3: 33,134 shares; 2025Q4: 20,811 shares; 2026Q1: 20,222 shares; 2026Q2: 19,009 shares 19,009 $832K 0.08% -1,213 Timeline NHYM NUSHARES ETF TR More: the full row for NUSHARES 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: 31,233 shares; 2026Q1: 33,649 shares; 2026Q2: 32,899 shares 32,899 $826K 0.08% -750 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,381 shares; 2024Q4: 5,217 shares; 2025Q1: 20,084 shares; 2025Q2: 27,957 shares; 2025Q3: 15,755 shares; 2025Q4: 15,295 shares; 2026Q1: 16,144 shares; 2026Q2: 15,486 shares 15,486 $791K 0.08% -658 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,229 shares; 2024Q4: 5,229 shares; 2025Q1: 5,214 shares; 2025Q2: 5,224 shares; 2025Q3: 5,231 shares; 2025Q4: 5,230 shares; 2026Q1: 5,228 shares; 2026Q2: 5,232 shares 5,232 $777K 0.08% +4 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 10,383 shares; 2025Q3: 10,383 shares; 2025Q4: 10,383 shares; 2026Q1: 12,986 shares; 2026Q2: 12,986 shares 12,986 $756K 0.08% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 2,845 shares; 2025Q4: 2,736 shares; 2026Q1: 2,586 shares; 2026Q2: 2,254 shares 2,254 $755K 0.08% -332 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; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.08% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,276 shares; 2025Q1: 3,284 shares; 2025Q2: 3,364 shares; 2025Q3: 3,374 shares; 2025Q4: 3,244 shares; 2026Q1: 3,251 shares; 2026Q2: 3,197 shares 3,197 $726K 0.07% -54 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 958 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 969 shares; 2025Q4: 9,879 shares; 2026Q1: 9,961 shares; 2026Q2: 10,124 shares 10,124 $723K 0.07% +163 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,289 shares; 2024Q4: 30,240 shares; 2025Q1: 30,310 shares; 2025Q2: 30,578 shares; 2025Q3: 31,139 shares; 2025Q4: 31,273 shares; 2026Q1: 30,700 shares; 2026Q2: 31,241 shares 31,241 $712K 0.07% +541 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 14,481 shares 14,481 $708K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,328 shares; 2024Q4: 6,444 shares; 2025Q1: 5,835 shares; 2025Q2: 6,021 shares; 2025Q3: 6,097 shares; 2025Q4: 4,153 shares; 2026Q1: 4,313 shares; 2026Q2: 4,217 shares 4,217 $699K 0.07% -96 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: 3,579 shares; 2026Q1: 3,632 shares; 2026Q2: 3,530 shares 3,530 $677K 0.07% -102 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,727 shares; 2024Q4: 7,759 shares; 2025Q1: 7,794 shares; 2025Q2: 7,831 shares; 2025Q3: 8,078 shares; 2025Q4: 8,734 shares; 2026Q1: 8,528 shares; 2026Q2: 8,779 shares 8,779 $665K 0.07% +251 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 10,440 shares; 2025Q1: 10,564 shares; 2025Q2: 10,798 shares; 2025Q3: 10,892 shares; 2025Q4: 10,975 shares; 2026Q1: 11,536 shares; 2026Q2: 12,366 shares 12,366 $647K 0.07% +830 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,796 shares; 2024Q4: 3,927 shares; 2025Q1: 3,979 shares; 2025Q2: 4,315 shares; 2025Q3: 4,483 shares; 2025Q4: 4,820 shares; 2026Q1: 5,508 shares; 2026Q2: 5,490 shares 5,490 $646K 0.07% -18 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,956 shares; 2026Q2: 17,226 shares 17,226 $645K 0.07% +1,270 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 885 shares; 2026Q2: 892 shares 892 $645K 0.07% +7 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,648 shares; 2025Q4: 12,986 shares; 2026Q1: 13,303 shares; 2026Q2: 14,890 shares 14,890 $642K 0.07% +1,587 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: 3,000 shares; 2024Q4: 3,136 shares; 2025Q1: 3,117 shares; 2025Q2: 3,150 shares; 2025Q3: 3,046 shares; 2025Q4: 4,050 shares; 2026Q1: 4,415 shares; 2026Q2: 4,369 shares 4,369 $641K 0.07% -46 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,201 shares; 2024Q4: 456,139 shares; 2025Q1: 325,350 shares; 2025Q2: 33,056 shares; 2025Q3: 26,617 shares; 2025Q4: 21,525 shares; 2026Q1: 21,713 shares; 2026Q2: 11,247 shares 11,247 $635K 0.06% -10,466 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 2,386 shares; 2025Q1: 2,443 shares; 2025Q2: 2,517 shares; 2025Q3: 2,489 shares; 2025Q4: 2,491 shares; 2026Q1: 2,095 shares; 2026Q2: 2,108 shares 2,108 $633K 0.06% +13 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,661 shares; 2024Q4: 6,933 shares; 2025Q1: 6,984 shares; 2025Q2: 6,953 shares; 2025Q3: 7,323 shares; 2025Q4: 6,942 shares; 2026Q1: 6,856 shares; 2026Q2: 6,922 shares 6,922 $626K 0.06% +66 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 1,782 shares; 2025Q3: 1,780 shares; 2025Q4: 1,755 shares; 2026Q1: 1,595 shares; 2026Q2: 1,639 shares 1,639 $607K 0.06% +44 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,502 shares 11,502 $604K 0.06% new Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,432 shares; 2026Q2: 3,868 shares 3,868 $602K 0.06% +436 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: 4,364 shares; 2025Q1: 4,368 shares; 2025Q2: 4,127 shares; 2025Q3: 4,168 shares; 2025Q4: 4,188 shares; 2026Q1: 4,188 shares; 2026Q2: 4,104 shares 4,104 $601K 0.06% -84 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,162 shares; 2025Q1: 1,300 shares; 2025Q2: 1,114 shares; 2025Q3: 1,205 shares; 2025Q4: 1,142 shares; 2026Q1: 1,154 shares; 2026Q2: 1,580 shares 1,580 $597K 0.06% +426 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,778 shares; 2024Q4: 3,846 shares; 2025Q1: 3,435 shares; 2025Q2: 3,466 shares; 2025Q3: 3,758 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares; 2026Q2: 4,545 shares 4,545 $584K 0.06% +180 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,816 shares; 2025Q2: 3,992 shares; 2025Q3: 4,416 shares; 2025Q4: 4,480 shares; 2026Q1: 4,462 shares; 2026Q2: 4,358 shares 4,358 $580K 0.06% -104 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,762 shares; 2024Q4: 1,769 shares; 2025Q1: 1,776 shares; 2025Q2: 1,743 shares; 2025Q3: 1,750 shares; 2025Q4: 1,757 shares; 2026Q1: 1,750 shares; 2026Q2: 7,108 shares 7,108 $573K 0.06% +5,358 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 3,107 shares; 2025Q1: 3,225 shares; 2025Q2: 3,271 shares; 2025Q3: 3,339 shares; 2025Q4: 3,192 shares; 2026Q1: 3,065 shares; 2026Q2: 3,069 shares 3,069 $568K 0.06% +4 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,857 shares; 2025Q2: 3,857 shares; 2025Q3: 3,710 shares; 2025Q4: 6,713 shares; 2026Q1: 7,963 shares; 2026Q2: 7,522 shares 7,522 $568K 0.06% -441 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,152 shares; 2025Q1: 1,474 shares; 2025Q2: 1,484 shares; 2025Q3: 2,043 shares; 2025Q4: 2,117 shares; 2026Q1: 2,040 shares; 2026Q2: 2,252 shares 2,252 $567K 0.06% +212 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,197 shares 18,197 $553K 0.06% new 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; 2024Q3: 616 shares; 2024Q4: 487 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 474 shares; 2026Q1: 479 shares; 2026Q2: 480 shares 480 $544K 0.06% +1 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 6,429 shares; 2026Q1: 6,416 shares; 2026Q2: 6,423 shares 6,423 $532K 0.05% +7 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: 2,891 shares; 2025Q4: 4,262 shares; 2026Q1: 4,236 shares; 2026Q2: 5,820 shares 5,820 $523K 0.05% +1,584 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 3,538 shares; 2025Q1: 3,553 shares; 2025Q2: 3,581 shares; 2025Q3: 3,596 shares; 2025Q4: 3,205 shares; 2026Q1: 3,215 shares; 2026Q2: 2,725 shares 2,725 $517K 0.05% -490 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,238 shares; 2025Q3: 28,259 shares; 2025Q4: 26,759 shares; 2026Q1: 26,759 shares; 2026Q2: 26,759 shares 26,759 $516K 0.05% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 2,094 shares 2,094 $513K 0.05% +1,000 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,711 shares; 2026Q2: 2,711 shares 2,711 $494K 0.05% 0 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,254 shares; 2025Q2: 17,797 shares; 2025Q3: 15,583 shares; 2025Q4: 14,172 shares; 2026Q1: 10,872 shares; 2026Q2: 9,901 shares 9,901 $494K 0.05% -971 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,580 shares; 2024Q4: 25,014 shares; 2025Q1: 25,388 shares; 2025Q2: 24,059 shares; 2025Q3: 24,151 shares; 2025Q4: 24,593 shares; 2026Q1: 24,838 shares; 2026Q2: 25,224 shares 25,224 $482K 0.05% +386 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,568 shares; 2025Q4: 7,224 shares; 2026Q1: not reported; 2026Q2: 7,876 shares 7,876 $475K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,541 shares; 2025Q1: 4,515 shares; 2025Q2: 4,552 shares; 2025Q3: 4,568 shares; 2025Q4: 4,488 shares; 2026Q1: 4,488 shares; 2026Q2: 4,493 shares 4,493 $467K 0.05% +5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,759 shares; 2026Q2: 1,817 shares 1,817 $464K 0.05% +58 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; 2024Q3: 7,903 shares; 2024Q4: 7,375 shares; 2025Q1: 7,711 shares; 2025Q2: 6,883 shares; 2025Q3: 6,730 shares; 2025Q4: 6,815 shares; 2026Q1: 7,347 shares; 2026Q2: 7,430 shares 7,430 $460K 0.05% +83 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: 7,896 shares; 2026Q1: 8,904 shares; 2026Q2: 8,602 shares 8,602 $460K 0.05% -302 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,668 shares; 2025Q1: 1,675 shares; 2025Q2: 1,635 shares; 2025Q3: 1,598 shares; 2025Q4: 1,639 shares; 2026Q1: 1,719 shares; 2026Q2: 1,698 shares 1,698 $459K 0.05% -21 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,038 shares 1,038 $450K 0.05% -124 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,229 shares; 2025Q3: 3,734 shares; 2025Q4: 3,802 shares; 2026Q1: 3,931 shares; 2026Q2: 3,822 shares 3,822 $446K 0.05% -109 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,448 shares; 2024Q4: 3,306 shares; 2025Q1: 3,085 shares; 2025Q2: 3,091 shares; 2025Q3: 3,242 shares; 2025Q4: 3,148 shares; 2026Q1: 3,095 shares; 2026Q2: 3,077 shares 3,077 $445K 0.05% -18 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: 221 shares; 2026Q1: 208 shares; 2026Q2: 220 shares 220 $438K 0.04% +12 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 4,270 shares; 2025Q1: 4,396 shares; 2025Q2: 5,178 shares; 2025Q3: 5,003 shares; 2025Q4: 5,486 shares; 2026Q1: 5,497 shares; 2026Q2: 5,263 shares 5,263 $437K 0.04% -234 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,053 shares; 2024Q4: 7,693 shares; 2025Q1: 7,534 shares; 2025Q2: 7,564 shares; 2025Q3: 7,564 shares; 2025Q4: 5,193 shares; 2026Q1: 5,175 shares; 2026Q2: 5,198 shares 5,198 $429K 0.04% +23 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,927 shares; 2024Q4: 6,958 shares; 2025Q1: 6,958 shares; 2025Q2: 6,981 shares; 2025Q3: 7,001 shares; 2025Q4: 7,101 shares; 2026Q1: 7,101 shares; 2026Q2: 7,131 shares 7,131 $413K 0.04% +30 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 441 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $413K 0.04% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,012 shares; 2024Q4: 30,103 shares; 2025Q1: 26,784 shares; 2025Q2: 17,684 shares; 2025Q3: 16,205 shares; 2025Q4: 6,773 shares; 2026Q1: 5,464 shares; 2026Q2: 5,165 shares 5,165 $408K 0.04% -299 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,428 shares; 2024Q4: 2,426 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,089 shares; 2026Q1: 2,089 shares; 2026Q2: 2,560 shares 2,560 $405K 0.04% +471 Timeline IDGT 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: 3,340 shares 3,340 $400K 0.04% new Timeline FXH 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: 7,140 shares; 2024Q4: 6,945 shares; 2025Q1: 6,357 shares; 2025Q2: 6,358 shares; 2025Q3: 3,281 shares; 2025Q4: 3,242 shares; 2026Q1: 3,244 shares; 2026Q2: 3,244 shares 3,244 $397K 0.04% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,645 shares; 2025Q4: 43,549 shares; 2026Q1: 32,084 shares; 2026Q2: 21,860 shares 21,860 $392K 0.04% -10,224 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,772 shares; 2024Q4: 2,777 shares; 2025Q1: 2,781 shares; 2025Q2: 2,784 shares; 2025Q3: 2,787 shares; 2025Q4: 2,791 shares; 2026Q1: 2,794 shares; 2026Q2: 2,796 shares 2,796 $391K 0.04% +2 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,952 shares; 2024Q4: 3,954 shares; 2025Q1: 3,907 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,679 shares; 2026Q1: 3,310 shares; 2026Q2: 3,698 shares 3,698 $388K 0.04% +388 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,314 shares; 2025Q3: 7,352 shares; 2025Q4: 8,239 shares; 2026Q1: 8,370 shares; 2026Q2: 8,404 shares 8,404 $388K 0.04% +34 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,686 shares; 2025Q2: 5,517 shares; 2025Q3: 3,438 shares; 2025Q4: 3,351 shares; 2026Q1: 3,086 shares; 2026Q2: 2,972 shares 2,972 $380K 0.04% -114 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,753 shares; 2026Q1: 3,731 shares; 2026Q2: 3,765 shares 3,765 $373K 0.04% +34 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,814 shares; 2026Q2: 7,718 shares 7,718 $373K 0.04% +904 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,807 shares; 2025Q1: 19,989 shares; 2025Q2: 18,740 shares; 2025Q3: 22,433 shares; 2025Q4: 20,470 shares; 2026Q1: 24,508 shares; 2026Q2: 22,325 shares 22,325 $371K 0.04% -2,183 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,642 shares; 2026Q2: 2,865 shares 2,865 $365K 0.04% +223 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,979 shares; 2025Q1: 2,982 shares; 2025Q2: 2,984 shares; 2025Q3: 2,987 shares; 2025Q4: 2,990 shares; 2026Q1: 2,992 shares; 2026Q2: 2,994 shares 2,994 $364K 0.04% +2 Timeline PPH 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: 92,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,330 shares; 2026Q2: 3,310 shares 3,310 $362K 0.04% -20 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 1,012 shares; 2025Q3: 1,016 shares; 2025Q4: 1,021 shares; 2026Q1: 1,031 shares; 2026Q2: 1,008 shares 1,008 $357K 0.04% -23 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: 2,532 shares; 2026Q2: 2,953 shares 2,953 $349K 0.04% +421 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,665 shares; 2025Q4: 5,665 shares; 2026Q1: 5,665 shares; 2026Q2: 5,665 shares 5,665 $347K 0.04% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 1,941 shares; 2026Q1: 1,804 shares; 2026Q2: 1,177 shares 1,177 $347K 0.04% -627 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: 919 shares; 2024Q4: 940 shares; 2025Q1: 974 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 963 shares; 2026Q1: 990 shares; 2026Q2: 980 shares 980 $346K 0.04% -10 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 12,188 shares; 2026Q2: 13,719 shares 13,719 $345K 0.04% +1,531 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: 5,663 shares; 2024Q4: 4,929 shares; 2025Q1: 5,049 shares; 2025Q2: 4,571 shares; 2025Q3: 4,172 shares; 2025Q4: 4,137 shares; 2026Q1: 4,137 shares; 2026Q2: 4,160 shares 4,160 $338K 0.03% +23 Timeline ARTY 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: 4,428 shares; 2026Q1: 4,428 shares; 2026Q2: 4,429 shares 4,429 $337K 0.03% +1 Timeline ONEY 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: 2,846 shares; 2024Q4: 2,847 shares; 2025Q1: 2,849 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares; 2026Q2: 2,629 shares 2,629 $337K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $334K 0.03% new Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,680 shares; 2025Q2: 10,808 shares; 2025Q3: 10,924 shares; 2025Q4: 11,162 shares; 2026Q1: 11,162 shares; 2026Q2: 11,272 shares 11,272 $333K 0.03% +110 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,368 shares 2,368 $331K 0.03% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,515 shares; 2024Q4: 3,525 shares; 2025Q1: 3,522 shares; 2025Q2: 3,536 shares; 2025Q3: 3,539 shares; 2025Q4: 2,714 shares; 2026Q1: 2,571 shares; 2026Q2: 2,565 shares 2,565 $329K 0.03% -6 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,711 shares; 2024Q4: 11,148 shares; 2025Q1: 11,064 shares; 2025Q2: 10,236 shares; 2025Q3: 10,241 shares; 2025Q4: 10,434 shares; 2026Q1: 10,576 shares; 2026Q2: 5,800 shares 5,800 $328K 0.03% -4,776 Timeline REMX 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: 3,246 shares; 2026Q1: 3,271 shares; 2026Q2: 3,683 shares 3,683 $326K 0.03% +412 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,237 shares; 2026Q2: 11,791 shares 11,791 $323K 0.03% +9,554 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 1,586 shares; 2026Q2: 1,591 shares 1,591 $318K 0.03% +5 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $315K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 753 shares; 2025Q2: 822 shares; 2025Q3: 719 shares; 2025Q4: 755 shares; 2026Q1: 838 shares; 2026Q2: 915 shares 915 $314K 0.03% +77 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,571 shares; 2025Q4: 2,421 shares; 2026Q1: 3,115 shares; 2026Q2: 3,398 shares 3,398 $312K 0.03% +283 Timeline GAMR AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,414 shares; 2025Q2: 3,414 shares; 2025Q3: 3,414 shares; 2025Q4: 3,414 shares; 2026Q1: 3,414 shares; 2026Q2: 3,414 shares 3,414 $310K 0.03% 0 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 2,440 shares 2,440 $303K 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,711 shares; 2026Q1: 3,711 shares; 2026Q2: 3,908 shares 3,908 $303K 0.03% +197 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: not reported; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,181 shares; 2026Q2: 1,394 shares 1,394 $302K 0.03% +213 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: 3,086 shares; 2024Q4: 3,128 shares; 2025Q1: 3,144 shares; 2025Q2: 3,111 shares; 2025Q3: 3,111 shares; 2025Q4: 3,047 shares; 2026Q1: 3,135 shares; 2026Q2: 3,149 shares 3,149 $301K 0.03% +14 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 2,975 shares 2,975 $296K 0.03% +5 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,183 shares 3,183 $293K 0.03% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 482 shares; 2025Q1: 464 shares; 2025Q2: 532 shares; 2025Q3: 555 shares; 2025Q4: 559 shares; 2026Q1: 562 shares; 2026Q2: 566 shares 566 $288K 0.03% +4 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; 2024Q3: 6,399 shares; 2024Q4: 6,348 shares; 2025Q1: 4,994 shares; 2025Q2: 2,554 shares; 2025Q3: 2,448 shares; 2025Q4: 2,359 shares; 2026Q1: 2,753 shares; 2026Q2: 1,818 shares 1,818 $277K 0.03% -935 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,615 shares; 2026Q1: not reported; 2026Q2: 3,351 shares 3,351 $276K 0.03% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 3,432 shares; 2026Q2: 3,775 shares 3,775 $273K 0.03% +343 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,550 shares; 2025Q1: 4,988 shares; 2025Q2: 4,994 shares; 2025Q3: 5,024 shares; 2025Q4: 5,030 shares; 2026Q1: 5,039 shares; 2026Q2: 5,085 shares 5,085 $273K 0.03% +46 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 791 shares 791 $270K 0.03% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $265K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 403 shares; 2025Q3: 503 shares; 2025Q4: 509 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $262K 0.03% 0 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; 2024Q3: 997 shares; 2024Q4: 919 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 869 shares 869 $260K 0.03% +1 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,447 shares; 2024Q4: 2,232 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: 2,076 shares; 2025Q4: 2,051 shares; 2026Q1: 2,051 shares; 2026Q2: 2,084 shares 2,084 $259K 0.03% +33 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,138 shares; 2026Q2: 10,671 shares 10,671 $259K 0.03% +1,533 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 23,331 shares; 2026Q1: 22,253 shares; 2026Q2: 23,043 shares 23,043 $257K 0.03% +790 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; 2024Q3: 7,495 shares; 2024Q4: 6,535 shares; 2025Q1: 4,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,549 shares; 2026Q1: not reported; 2026Q2: 4,235 shares 4,235 $255K 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 5,531 shares; 2026Q1: 5,534 shares; 2026Q2: 5,515 shares 5,515 $250K 0.03% -19 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,891 shares 4,891 $249K 0.03% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,886 shares; 2024Q4: 29,556 shares; 2025Q1: 23,184 shares; 2025Q2: 18,127 shares; 2025Q3: 15,430 shares; 2025Q4: 8,047 shares; 2026Q1: 7,563 shares; 2026Q2: 4,881 shares 4,881 $247K 0.03% -2,682 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 4,048 shares; 2025Q1: not reported; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares; 2026Q2: 3,855 shares 3,855 $247K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares 551 $235K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 260 shares; 2025Q1: 266 shares; 2025Q2: 254 shares; 2025Q3: 232 shares; 2025Q4: 233 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $234K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,102 shares 1,102 $230K 0.02% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,976 shares 2,976 $229K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 3,066 shares; 2025Q1: 3,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,784 shares; 2026Q1: 4,570 shares; 2026Q2: 4,284 shares 4,284 $228K 0.02% -286 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 954 shares; 2026Q2: 885 shares 885 $226K 0.02% -69 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,327 shares 3,327 $226K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 611 shares; 2026Q2: 614 shares 614 $222K 0.02% +3 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,289 shares; 2024Q4: 2,480 shares; 2025Q1: 2,511 shares; 2025Q2: 2,297 shares; 2025Q3: 2,294 shares; 2025Q4: 2,307 shares; 2026Q1: 2,318 shares; 2026Q2: 2,123 shares 2,123 $221K 0.02% -195 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $218K 0.02% new Timeline VOE 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: 1,906 shares; 2025Q1: 1,675 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares; 2026Q1: 1,089 shares; 2026Q2: 1,089 shares 1,089 $215K 0.02% 0 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,998 shares 1,998 $213K 0.02% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,991 shares 1,991 $212K 0.02% new Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,055 shares 3,055 $210K 0.02% new Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,581 shares 2,581 $205K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $204K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $203K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 405 shares; 2025Q4: 436 shares; 2026Q1: not reported; 2026Q2: 393 shares 393 $203K 0.02% new Timeline IDV 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: 4,852 shares 4,852 $201K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,158 shares; 2025Q2: 1,962 shares; 2025Q3: 1,869 shares; 2025Q4: 1,822 shares; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $201K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,573 shares; 2024Q4: 5,184 shares; 2025Q1: 5,237 shares; 2025Q2: 5,288 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,824 shares; 2026Q2: 4,736 shares 4,736 $201K 0.02% -88 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,478 shares 1,478 $200K 0.02% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,022 shares; 2024Q4: 20,250 shares; 2025Q1: 20,494 shares; 2025Q2: 19,216 shares; 2025Q3: 19,478 shares; 2025Q4: 11,870 shares; 2026Q1: 12,111 shares; 2026Q2: 12,465 shares 12,465 $62.2K 0.01% +354 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,708 shares; 2024Q4: 36,147 shares; 2025Q1: 34,223 shares; 2025Q2: 40,105 shares; 2025Q3: 54,635 shares; 2025Q4: 51,504 shares; 2026Q1: 56,504 shares; 2026Q2: 45,159 shares 45,159 $38K <0.01% -11,345 Timeline