IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,175 shares; 2024Q4: 167,547 shares; 2025Q1: 159,604 shares; 2025Q2: 167,934 shares; 2025Q3: 168,336 shares; 2025Q4: 159,524 shares; 2026Q1: 160,459 shares; 2026Q2: 159,542 shares 159,542 $119M 16.72% -917 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: 293,405 shares; 2024Q4: 294,988 shares; 2025Q1: 316,085 shares; 2025Q2: 342,500 shares; 2025Q3: 330,957 shares; 2025Q4: 334,897 shares; 2026Q1: 370,432 shares; 2026Q2: 384,567 shares 384,567 $39.9M 5.59% +14,135 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: 90,914 shares; 2024Q4: 94,235 shares; 2025Q1: 111,306 shares; 2025Q2: 102,907 shares; 2025Q3: 104,171 shares; 2025Q4: 104,564 shares; 2026Q1: 115,595 shares; 2026Q2: 115,199 shares 115,199 $34.6M 4.84% -396 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,095 shares; 2025Q4: 205,060 shares; 2026Q1: 239,201 shares; 2026Q2: 294,771 shares 294,771 $27.2M 3.8% +55,570 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,821 shares; 2025Q4: 180,887 shares; 2026Q1: 220,342 shares; 2026Q2: 305,536 shares 305,536 $23.7M 3.32% +85,194 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925,618 shares; 2024Q4: 930,673 shares; 2025Q1: 1,014,388 shares; 2025Q2: 1,010,092 shares; 2025Q3: 1,012,241 shares; 2025Q4: 1,013,831 shares; 2026Q1: 995,831 shares; 2026Q2: 1,156,111 shares 1,156,111 $23.5M 3.29% +160,280 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: 77,656 shares; 2024Q4: 75,598 shares; 2025Q1: 74,146 shares; 2025Q2: 74,210 shares; 2025Q3: 73,188 shares; 2025Q4: 72,919 shares; 2026Q1: 75,977 shares; 2026Q2: 73,890 shares 73,890 $21.4M 2.99% -2,087 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: not reported; 2025Q3: 180,430 shares; 2025Q4: 174,988 shares; 2026Q1: 180,542 shares; 2026Q2: 186,201 shares 186,201 $18.4M 2.58% +5,659 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,238 shares; 2024Q4: 125,752 shares; 2025Q1: 112,008 shares; 2025Q2: 139,346 shares; 2025Q3: 138,014 shares; 2025Q4: 158,574 shares; 2026Q1: 212,216 shares; 2026Q2: 227,322 shares 227,322 $15.6M 2.18% +15,106 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,686 shares; 2025Q4: 275,997 shares; 2026Q1: 305,333 shares; 2026Q2: 337,947 shares 337,947 $15.4M 2.15% +32,614 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,048 shares; 2025Q4: 192,852 shares; 2026Q1: 195,617 shares; 2026Q2: 178,253 shares 178,253 $13.1M 1.83% -17,364 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,306 shares; 2024Q4: 317,988 shares; 2025Q1: 315,013 shares; 2025Q2: 293,509 shares; 2025Q3: 292,283 shares; 2025Q4: 280,679 shares; 2026Q1: 279,715 shares; 2026Q2: 265,033 shares 265,033 $11.1M 1.56% -14,682 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: 23,646 shares; 2024Q4: 22,934 shares; 2025Q1: 21,516 shares; 2025Q2: 21,571 shares; 2025Q3: 22,731 shares; 2025Q4: 22,500 shares; 2026Q1: 24,874 shares; 2026Q2: 28,102 shares 28,102 $10.5M 1.47% +3,228 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: 31,900 shares; 2024Q4: 28,635 shares; 2025Q1: 28,075 shares; 2025Q2: 27,222 shares; 2025Q3: 27,553 shares; 2025Q4: 27,800 shares; 2026Q1: 28,135 shares; 2026Q2: 28,648 shares 28,648 $10.2M 1.43% +513 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: 38,487 shares; 2024Q4: 38,830 shares; 2025Q1: 43,297 shares; 2025Q2: 45,017 shares; 2025Q3: 44,556 shares; 2025Q4: 46,505 shares; 2026Q1: 47,233 shares; 2026Q2: 48,220 shares 48,220 $9.65M 1.35% +987 Timeline FENI 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: 97,446 shares; 2024Q4: 87,740 shares; 2025Q1: 107,985 shares; 2025Q2: 129,210 shares; 2025Q3: 128,406 shares; 2025Q4: 155,636 shares; 2026Q1: 181,791 shares; 2026Q2: 206,063 shares 206,063 $8.27M 1.16% +24,272 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,149 shares; 2024Q4: 99,657 shares; 2025Q1: 146,403 shares; 2025Q2: 169,388 shares; 2025Q3: 183,594 shares; 2025Q4: 186,192 shares; 2026Q1: 190,316 shares; 2026Q2: 187,861 shares 187,861 $7.25M 1.01% -2,455 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,701 shares; 2024Q4: 221,701 shares; 2025Q1: 221,701 shares; 2025Q2: 205,214 shares; 2025Q3: 186,127 shares; 2025Q4: 186,127 shares; 2026Q1: 134,452 shares; 2026Q2: 134,452 shares 134,452 $6.6M 0.92% 0 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: 25,066 shares; 2024Q4: 24,812 shares; 2025Q1: 24,358 shares; 2025Q2: 23,047 shares; 2025Q3: 23,069 shares; 2025Q4: 23,517 shares; 2026Q1: 26,558 shares; 2026Q2: 26,922 shares 26,922 $6.42M 0.9% +364 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: 17,907 shares; 2024Q4: 18,425 shares; 2025Q1: 12,654 shares; 2025Q2: 12,595 shares; 2025Q3: 13,117 shares; 2025Q4: 13,381 shares; 2026Q1: 15,103 shares; 2026Q2: 15,341 shares 15,341 $5.8M 0.81% +238 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: 14,251 shares; 2024Q4: 15,542 shares; 2025Q1: 14,664 shares; 2025Q2: 14,724 shares; 2025Q3: 17,582 shares; 2025Q4: 17,697 shares; 2026Q1: 17,327 shares; 2026Q2: 17,552 shares 17,552 $5.75M 0.8% +225 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,804 shares; 2024Q4: 10,644 shares; 2025Q1: 10,234 shares; 2025Q2: 9,370 shares; 2025Q3: 9,263 shares; 2025Q4: 40,296 shares; 2026Q1: 65,439 shares; 2026Q2: 61,495 shares 61,495 $4.71M 0.66% -3,944 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,006 shares; 2025Q1: 89,772 shares; 2025Q2: 93,555 shares; 2025Q3: 93,190 shares; 2025Q4: 106,359 shares; 2026Q1: 99,774 shares; 2026Q2: 99,648 shares 99,648 $4.57M 0.64% -126 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,735 shares; 2024Q4: 19,610 shares; 2025Q1: 80,660 shares; 2025Q2: 80,660 shares; 2025Q3: 80,660 shares; 2025Q4: 80,660 shares; 2026Q1: 85,149 shares; 2026Q2: 82,914 shares 82,914 $4.1M 0.57% -2,235 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: 13,133 shares; 2025Q1: 14,281 shares; 2025Q2: 14,450 shares; 2025Q3: 15,628 shares; 2025Q4: 16,248 shares; 2026Q1: 8,639 shares; 2026Q2: 8,881 shares 8,881 $3.85M 0.54% +242 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,444 shares; 2025Q4: 56,444 shares; 2026Q1: 56,444 shares; 2026Q2: 56,444 shares 56,444 $3.67M 0.51% 0 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: 5,311 shares; 2024Q4: 5,387 shares; 2025Q1: 5,380 shares; 2025Q2: 5,431 shares; 2025Q3: 5,700 shares; 2025Q4: 5,891 shares; 2026Q1: 6,375 shares; 2026Q2: 6,486 shares 6,486 $3.65M 0.51% +111 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,870 shares; 2024Q4: 86,793 shares; 2025Q1: 80,359 shares; 2025Q2: 72,858 shares; 2025Q3: 78,697 shares; 2025Q4: 78,748 shares; 2026Q1: 80,054 shares; 2026Q2: 75,658 shares 75,658 $3.48M 0.49% -4,396 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: 3,402 shares; 2024Q4: 3,750 shares; 2025Q1: 4,004 shares; 2025Q2: 3,909 shares; 2025Q3: 4,471 shares; 2025Q4: 4,471 shares; 2026Q1: 4,560 shares; 2026Q2: 4,568 shares 4,568 $3.36M 0.47% +8 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,920 shares; 2024Q4: 82,152 shares; 2025Q1: 81,668 shares; 2025Q2: 81,890 shares; 2025Q3: 81,844 shares; 2025Q4: 81,291 shares; 2026Q1: 80,727 shares; 2026Q2: 82,554 shares 82,554 $3.29M 0.46% +1,827 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,135 shares; 2025Q4: 37,491 shares; 2026Q1: 29,533 shares; 2026Q2: 30,000 shares 30,000 $3.23M 0.45% +467 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,170 shares; 2024Q4: 95,587 shares; 2025Q1: 95,587 shares; 2025Q2: 77,556 shares; 2025Q3: 77,556 shares; 2025Q4: 77,315 shares; 2026Q1: 89,951 shares; 2026Q2: 68,157 shares 68,157 $3.16M 0.44% -21,794 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,044 shares; 2025Q1: 9,076 shares; 2025Q2: 9,076 shares; 2025Q3: 8,561 shares; 2025Q4: 14,557 shares; 2026Q1: 17,316 shares; 2026Q2: 17,745 shares 17,745 $3.13M 0.44% +429 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,735 shares; 2024Q4: 45,249 shares; 2025Q1: 51,793 shares; 2025Q2: 57,121 shares; 2025Q3: 65,581 shares; 2025Q4: 65,840 shares; 2026Q1: 66,951 shares; 2026Q2: 65,824 shares 65,824 $3M 0.42% -1,127 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,158 shares; 2024Q4: 26,158 shares; 2025Q1: 45,203 shares; 2025Q2: 45,053 shares; 2025Q3: 45,025 shares; 2025Q4: 45,025 shares; 2026Q1: 57,163 shares; 2026Q2: 62,544 shares 62,544 $2.99M 0.42% +5,381 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,409 shares; 2024Q4: 57,732 shares; 2025Q1: 57,360 shares; 2025Q2: 57,112 shares; 2025Q3: 57,100 shares; 2025Q4: 56,712 shares; 2026Q1: 56,289 shares; 2026Q2: 55,355 shares 55,355 $2.95M 0.41% -934 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: 5,147 shares; 2024Q4: 5,506 shares; 2025Q1: 5,926 shares; 2025Q2: 6,060 shares; 2025Q3: 5,768 shares; 2025Q4: 6,089 shares; 2026Q1: 3,729 shares; 2026Q2: 3,943 shares 3,943 $2.85M 0.4% +214 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: 5,050 shares; 2024Q4: 5,050 shares; 2025Q1: 5,143 shares; 2025Q2: 4,600 shares; 2025Q3: 4,336 shares; 2025Q4: 4,321 shares; 2026Q1: 3,700 shares; 2026Q2: 3,675 shares 3,675 $2.74M 0.38% -25 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: 8,352 shares; 2024Q4: 8,454 shares; 2025Q1: 7,760 shares; 2025Q2: 7,760 shares; 2025Q3: 8,974 shares; 2025Q4: 8,238 shares; 2026Q1: 8,237 shares; 2026Q2: 7,659 shares 7,659 $2.71M 0.38% -578 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: 1,898 shares; 2024Q4: 2,155 shares; 2025Q1: 2,578 shares; 2025Q2: 2,611 shares; 2025Q3: 2,665 shares; 2025Q4: 2,796 shares; 2026Q1: 2,636 shares; 2026Q2: 2,672 shares 2,672 $2.7M 0.38% +36 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: 18,720 shares; 2024Q4: 12,283 shares; 2025Q1: 10,999 shares; 2025Q2: 9,289 shares; 2025Q3: 10,035 shares; 2025Q4: 9,749 shares; 2026Q1: 20,504 shares; 2026Q2: 11,871 shares 11,871 $2.7M 0.38% -8,633 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: 25,694 shares; 2024Q4: 24,758 shares; 2025Q1: 13,715 shares; 2025Q2: 17,451 shares; 2025Q3: 18,105 shares; 2025Q4: 18,018 shares; 2026Q1: 17,862 shares; 2026Q2: 19,411 shares 19,411 $2.67M 0.37% +1,549 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,522 shares; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,522 shares; 2025Q3: 6,522 shares; 2025Q4: 6,522 shares; 2026Q1: 6,665 shares; 2026Q2: 6,665 shares 6,665 $2.63M 0.37% 0 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,697 shares; 2024Q4: 42,145 shares; 2025Q1: 42,835 shares; 2025Q2: 42,694 shares; 2025Q3: 41,976 shares; 2025Q4: 40,720 shares; 2026Q1: 44,380 shares; 2026Q2: 44,173 shares 44,173 $2.6M 0.36% -207 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: 2,056 shares; 2024Q4: 2,093 shares; 2025Q1: 2,099 shares; 2025Q2: 1,945 shares; 2025Q3: 2,016 shares; 2025Q4: 2,078 shares; 2026Q1: 2,092 shares; 2026Q2: 2,165 shares 2,165 $2.6M 0.36% +73 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,185 shares; 2024Q4: 46,185 shares; 2025Q1: 46,172 shares; 2025Q2: 39,665 shares; 2025Q3: 47,365 shares; 2025Q4: 47,261 shares; 2026Q1: 47,146 shares; 2026Q2: 53,012 shares 53,012 $2.59M 0.36% +5,866 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; 2024Q3: 3,488 shares; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,477 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares; 2026Q2: 5,144 shares 5,144 $2.55M 0.36% +1,680 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: 8,724 shares; 2024Q4: 9,922 shares; 2025Q1: 11,711 shares; 2025Q2: 11,820 shares; 2025Q3: 11,549 shares; 2025Q4: 11,180 shares; 2026Q1: 10,033 shares; 2026Q2: 10,016 shares 10,016 $2.54M 0.36% -17 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: 24,434 shares; 2024Q4: 24,437 shares; 2025Q1: 21,304 shares; 2025Q2: 21,355 shares; 2025Q3: 21,794 shares; 2025Q4: 21,972 shares; 2026Q1: 21,882 shares; 2026Q2: 22,033 shares 22,033 $2.5M 0.35% +151 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: 4,756 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares; 2025Q3: 9,535 shares; 2025Q4: 9,532 shares; 2026Q1: 9,634 shares; 2026Q2: 9,579 shares 9,579 $2.45M 0.34% -55 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,834 shares; 2025Q2: 8,350 shares; 2025Q3: 7,996 shares; 2025Q4: 8,448 shares; 2026Q1: 7,900 shares; 2026Q2: 5,635 shares 5,635 $2.43M 0.34% -2,265 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,837 shares; 2024Q4: 28,982 shares; 2025Q1: 39,422 shares; 2025Q2: 48,453 shares; 2025Q3: 54,437 shares; 2025Q4: 54,330 shares; 2026Q1: 56,379 shares; 2026Q2: 55,601 shares 55,601 $2.39M 0.33% -778 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,325 shares; 2024Q4: 7,325 shares; 2025Q1: 7,325 shares; 2025Q2: 7,325 shares; 2025Q3: 7,449 shares; 2025Q4: 7,449 shares; 2026Q1: 7,449 shares; 2026Q2: 7,449 shares 7,449 $2.34M 0.33% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,010 shares; 2025Q4: 755 shares; 2026Q1: 759 shares; 2026Q2: 7,702 shares 7,702 $2.32M 0.33% +6,943 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,551 shares; 2025Q4: 8,653 shares; 2026Q1: 8,548 shares; 2026Q2: 8,548 shares 8,548 $2.3M 0.32% 0 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: 8,330 shares; 2024Q4: 11,211 shares; 2025Q1: 12,704 shares; 2025Q2: 12,794 shares; 2025Q3: 14,199 shares; 2025Q4: 14,370 shares; 2026Q1: 15,483 shares; 2026Q2: 15,639 shares 15,639 $2.29M 0.32% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,514 shares; 2025Q4: 48,514 shares; 2026Q1: 48,514 shares; 2026Q2: 48,514 shares 48,514 $2.28M 0.32% 0 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: 3,713 shares; 2024Q4: 3,752 shares; 2025Q1: 4,081 shares; 2025Q2: 4,144 shares; 2025Q3: 4,125 shares; 2025Q4: 4,317 shares; 2026Q1: 4,453 shares; 2026Q2: 4,545 shares 4,545 $2.27M 0.32% +92 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,503 shares; 2024Q4: 26,985 shares; 2025Q1: 23,599 shares; 2025Q2: 15,404 shares; 2025Q3: 14,391 shares; 2025Q4: 14,395 shares; 2026Q1: 14,330 shares; 2026Q2: 14,145 shares 14,145 $2.21M 0.31% -185 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: not reported; 2024Q4: 999 shares; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 3,087 shares; 2025Q4: 3,068 shares; 2026Q1: 3,070 shares; 2026Q2: 3,066 shares 3,066 $2.21M 0.31% -4 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,547 shares; 2024Q4: 16,515 shares; 2025Q1: 16,474 shares; 2025Q2: 17,908 shares; 2025Q3: 17,892 shares; 2025Q4: 17,613 shares; 2026Q1: 17,578 shares; 2026Q2: 49,358 shares 49,358 $2.13M 0.3% +31,780 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,051 shares; 2024Q4: 11,771 shares; 2025Q1: 13,453 shares; 2025Q2: 13,556 shares; 2025Q3: 13,138 shares; 2025Q4: 13,913 shares; 2026Q1: 15,134 shares; 2026Q2: 14,829 shares 14,829 $2.08M 0.29% -305 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: 20,903 shares; 2024Q4: 20,803 shares; 2025Q1: 20,199 shares; 2025Q2: 20,191 shares; 2025Q3: 20,041 shares; 2025Q4: 19,181 shares; 2026Q1: 18,083 shares; 2026Q2: 36,712 shares 36,712 $2.06M 0.29% +18,629 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,348 shares; 2024Q4: 5,543 shares; 2025Q1: 5,640 shares; 2025Q2: 5,744 shares; 2025Q3: 6,454 shares; 2025Q4: 5,807 shares; 2026Q1: 5,697 shares; 2026Q2: 5,782 shares 5,782 $2.04M 0.29% +85 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,226 shares; 2024Q4: 38,361 shares; 2025Q1: 38,080 shares; 2025Q2: 36,967 shares; 2025Q3: 37,527 shares; 2025Q4: 37,352 shares; 2026Q1: 34,441 shares; 2026Q2: 46,160 shares 46,160 $1.91M 0.27% +11,719 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: 7,040 shares; 2024Q4: 7,207 shares; 2025Q1: 7,559 shares; 2025Q2: 7,641 shares; 2025Q3: 7,430 shares; 2025Q4: 6,731 shares; 2026Q1: 7,344 shares; 2026Q2: 7,565 shares 7,565 $1.9M 0.27% +221 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: 11,672 shares; 2024Q4: 12,324 shares; 2025Q1: 12,438 shares; 2025Q2: 12,553 shares; 2025Q3: 13,594 shares; 2025Q4: 13,537 shares; 2026Q1: 13,656 shares; 2026Q2: 13,858 shares 13,858 $1.89M 0.27% +202 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,992 shares; 2024Q4: 2,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,060 shares; 2025Q4: 3,374 shares; 2026Q1: 4,046 shares; 2026Q2: 4,253 shares 4,253 $1.77M 0.25% +207 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: 30,098 shares; 2024Q4: 26,019 shares; 2025Q1: 35,906 shares; 2025Q2: 31,256 shares; 2025Q3: 26,337 shares; 2025Q4: 26,380 shares; 2026Q1: 26,341 shares; 2026Q2: 24,402 shares 24,402 $1.76M 0.25% -1,939 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,317 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 3,790 shares; 2025Q4: 3,899 shares; 2026Q1: 5,517 shares; 2026Q2: 6,224 shares 6,224 $1.75M 0.24% +707 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,112 shares; 2024Q4: 3,959 shares; 2025Q1: 6,300 shares; 2025Q2: 6,521 shares; 2025Q3: 6,683 shares; 2025Q4: 6,601 shares; 2026Q1: 6,323 shares; 2026Q2: 6,373 shares 6,373 $1.72M 0.24% +50 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: 7,753 shares; 2024Q4: 7,957 shares; 2025Q1: 8,088 shares; 2025Q2: 8,304 shares; 2025Q3: 9,254 shares; 2025Q4: 8,562 shares; 2026Q1: 10,181 shares; 2026Q2: 10,377 shares 10,377 $1.72M 0.24% +196 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: 9,023 shares; 2024Q4: 9,380 shares; 2025Q1: 9,567 shares; 2025Q2: 9,609 shares; 2025Q3: 9,372 shares; 2025Q4: 9,710 shares; 2026Q1: 8,818 shares; 2026Q2: 8,954 shares 8,954 $1.7M 0.24% +136 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: 9,574 shares; 2024Q4: 9,465 shares; 2025Q1: 9,714 shares; 2025Q2: 9,722 shares; 2025Q3: 9,704 shares; 2025Q4: 9,425 shares; 2026Q1: 11,377 shares; 2026Q2: 11,516 shares 11,516 $1.69M 0.24% +139 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,159 shares 53,159 $1.69M 0.24% 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: 41,127 shares; 2024Q4: 38,440 shares; 2025Q1: 35,976 shares; 2025Q2: 38,576 shares; 2025Q3: 41,139 shares; 2025Q4: 40,373 shares; 2026Q1: 40,334 shares; 2026Q2: 40,391 shares 40,391 $1.67M 0.23% +57 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,274 shares; 2024Q4: 13,609 shares; 2025Q1: 14,713 shares; 2025Q2: 14,514 shares; 2025Q3: 14,073 shares; 2025Q4: 14,631 shares; 2026Q1: 10,860 shares; 2026Q2: 11,007 shares 11,007 $1.67M 0.23% +147 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,731 shares; 2025Q4: 11,680 shares; 2026Q1: 38,047 shares; 2026Q2: 21,055 shares 21,055 $1.66M 0.23% -16,992 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,042 shares; 2024Q4: 30,913 shares; 2025Q1: 28,676 shares; 2025Q2: 28,289 shares; 2025Q3: 28,313 shares; 2025Q4: 28,281 shares; 2026Q1: 28,927 shares; 2026Q2: 28,621 shares 28,621 $1.65M 0.23% -306 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: 12,406 shares; 2024Q4: 12,236 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 13,528 shares; 2025Q4: 13,656 shares; 2026Q1: 14,301 shares; 2026Q2: 13,923 shares 13,923 $1.64M 0.23% -378 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,724 shares; 2024Q4: 26,362 shares; 2025Q1: 30,775 shares; 2025Q2: 27,605 shares; 2025Q3: 30,086 shares; 2025Q4: 30,028 shares; 2026Q1: 30,894 shares; 2026Q2: 30,338 shares 30,338 $1.61M 0.23% -556 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $1.58M 0.22% 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: 4,469 shares; 2024Q4: 5,226 shares; 2025Q1: 4,364 shares; 2025Q2: 4,343 shares; 2025Q3: 6,149 shares; 2025Q4: 4,536 shares; 2026Q1: 4,561 shares; 2026Q2: 4,542 shares 4,542 $1.56M 0.22% -19 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,045 shares; 2025Q4: 51,045 shares; 2026Q1: 51,045 shares; 2026Q2: 51,045 shares 51,045 $1.56M 0.22% 0 Timeline DE DEERE & CO More: the full row for DEERE & 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: 592 shares; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 2,412 shares 2,412 $1.53M 0.21% +2,012 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,459 shares; 2024Q4: 12,978 shares; 2025Q1: 15,596 shares; 2025Q2: 15,784 shares; 2025Q3: 15,825 shares; 2025Q4: 16,606 shares; 2026Q1: 15,184 shares; 2026Q2: 16,559 shares 16,559 $1.53M 0.21% +1,375 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,864 shares; 2024Q4: 10,296 shares; 2025Q1: 9,208 shares; 2025Q2: 8,024 shares; 2025Q3: 8,010 shares; 2025Q4: 8,179 shares; 2026Q1: 8,047 shares; 2026Q2: 8,166 shares 8,166 $1.48M 0.21% +119 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,019 shares; 2026Q2: 44,321 shares 44,321 $1.47M 0.21% +2,302 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: 2,937 shares; 2024Q4: 2,937 shares; 2025Q1: 2,937 shares; 2025Q2: 2,937 shares; 2025Q3: 3,148 shares; 2025Q4: 3,150 shares; 2026Q1: 3,118 shares; 2026Q2: 11,864 shares 11,864 $1.47M 0.21% +8,746 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,497 shares; 2024Q4: 9,828 shares; 2025Q1: 10,635 shares; 2025Q2: 10,729 shares; 2025Q3: 10,350 shares; 2025Q4: 10,855 shares; 2026Q1: 10,887 shares; 2026Q2: 11,309 shares 11,309 $1.46M 0.2% +422 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,677 shares; 2024Q4: 30,187 shares; 2025Q1: 30,113 shares; 2025Q2: 30,113 shares; 2025Q3: 29,454 shares; 2025Q4: 29,454 shares; 2026Q1: 29,454 shares; 2026Q2: 29,454 shares 29,454 $1.43M 0.2% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,444 shares; 2024Q4: 5,274 shares; 2025Q1: 4,574 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares; 2025Q4: 4,403 shares; 2026Q1: 17,061 shares; 2026Q2: 17,814 shares 17,814 $1.43M 0.2% +753 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,008 shares; 2024Q4: 7,298 shares; 2025Q1: 7,686 shares; 2025Q2: 7,747 shares; 2025Q3: 7,568 shares; 2025Q4: 7,908 shares; 2026Q1: 9,525 shares; 2026Q2: 9,881 shares 9,881 $1.41M 0.2% +356 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: 9,411 shares; 2024Q4: 10,061 shares; 2025Q1: 11,023 shares; 2025Q2: 7,616 shares; 2025Q3: 9,373 shares; 2025Q4: 9,373 shares; 2026Q1: 9,414 shares; 2026Q2: 9,378 shares 9,378 $1.39M 0.19% -36 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: 2,864 shares; 2024Q4: not reported; 2025Q1: 13,482 shares; 2025Q2: 14,002 shares; 2025Q3: 15,571 shares; 2025Q4: 14,138 shares; 2026Q1: 16,579 shares; 2026Q2: 17,040 shares 17,040 $1.38M 0.19% +461 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,240 shares; 2025Q3: 14,199 shares; 2025Q4: 14,199 shares; 2026Q1: 14,199 shares; 2026Q2: 14,199 shares 14,199 $1.36M 0.19% 0 Timeline JPLD 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: 16,260 shares; 2025Q4: 14,476 shares; 2026Q1: 50,815 shares; 2026Q2: 25,775 shares 25,775 $1.35M 0.19% -25,040 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: 1,112 shares; 2025Q1: 1,139 shares; 2025Q2: 1,164 shares; 2025Q3: 1,171 shares; 2025Q4: 1,224 shares; 2026Q1: 1,363 shares; 2026Q2: 1,398 shares 1,398 $1.34M 0.19% +35 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783 shares; 2026Q2: 3,969 shares 3,969 $1.34M 0.19% +186 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,747 shares; 2024Q4: 20,240 shares; 2025Q1: 15,980 shares; 2025Q2: 15,922 shares; 2025Q3: 15,900 shares; 2025Q4: 16,600 shares; 2026Q1: 17,119 shares; 2026Q2: 17,871 shares 17,871 $1.33M 0.19% +752 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,748 shares; 2024Q4: 24,472 shares; 2025Q1: 24,472 shares; 2025Q2: 27,443 shares; 2025Q3: 27,443 shares; 2025Q4: 25,628 shares; 2026Q1: 25,398 shares; 2026Q2: 25,507 shares 25,507 $1.32M 0.19% +109 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,084 shares; 2024Q4: 10,560 shares; 2025Q1: 29,118 shares; 2025Q2: 30,198 shares; 2025Q3: 26,918 shares; 2025Q4: 26,971 shares; 2026Q1: 16,910 shares; 2026Q2: 17,759 shares 17,759 $1.32M 0.19% +849 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: 8,543 shares; 2024Q4: 8,098 shares; 2025Q1: 23,534 shares; 2025Q2: 25,233 shares; 2025Q3: 26,732 shares; 2025Q4: 22,198 shares; 2026Q1: 29,982 shares; 2026Q2: 29,788 shares 29,788 $1.26M 0.18% -194 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,727 shares; 2024Q4: 24,268 shares; 2025Q1: 28,470 shares; 2025Q2: 32,008 shares; 2025Q3: 34,407 shares; 2025Q4: 34,479 shares; 2026Q1: 35,337 shares; 2026Q2: 35,043 shares 35,043 $1.24M 0.17% -294 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,079 shares; 2024Q4: 22,768 shares; 2025Q1: 28,003 shares; 2025Q2: 24,663 shares; 2025Q3: 15,125 shares; 2025Q4: 26,186 shares; 2026Q1: 26,123 shares; 2026Q2: 27,887 shares 27,887 $1.24M 0.17% +1,764 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,901 shares; 2025Q3: 10,901 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,537 shares 36,537 $1.21M 0.17% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,263 shares; 2024Q4: 11,909 shares; 2025Q1: 16,345 shares; 2025Q2: 20,109 shares; 2025Q3: 22,595 shares; 2025Q4: 22,519 shares; 2026Q1: 23,379 shares; 2026Q2: 23,005 shares 23,005 $1.21M 0.17% -374 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,733 shares; 2024Q4: 14,733 shares; 2025Q1: 14,595 shares; 2025Q2: 16,258 shares; 2025Q3: 16,224 shares; 2025Q4: 10,591 shares; 2026Q1: 22,468 shares; 2026Q2: 28,073 shares 28,073 $1.21M 0.17% +5,605 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,456 shares; 2025Q2: 2,473 shares; 2025Q3: 2,476 shares; 2025Q4: 2,464 shares; 2026Q1: 2,536 shares; 2026Q2: 2,526 shares 2,526 $1.21M 0.17% -10 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 5,067 shares; 2026Q2: 5,382 shares 5,382 $1.2M 0.17% +315 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 3,829 shares; 2025Q1: 3,929 shares; 2025Q2: 3,939 shares; 2025Q3: 3,819 shares; 2025Q4: 4,013 shares; 2026Q1: 5,303 shares; 2026Q2: 5,615 shares 5,615 $1.2M 0.17% +312 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 857 shares 857 $1.19M 0.17% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,139 shares; 2026Q2: 3,278 shares 3,278 $1.16M 0.16% +139 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: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,731 shares; 2025Q3: 2,820 shares; 2025Q4: 6,034 shares; 2026Q1: 6,064 shares; 2026Q2: 6,065 shares 6,065 $1.16M 0.16% +1 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,539 shares; 2024Q4: 3,266 shares; 2025Q1: 3,266 shares; 2025Q2: 3,302 shares; 2025Q3: 3,026 shares; 2025Q4: 2,873 shares; 2026Q1: 2,823 shares; 2026Q2: 8,779 shares 8,779 $1.15M 0.16% +5,956 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,599 shares; 2026Q2: 4,789 shares 4,789 $1.14M 0.16% +190 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,426 shares; 2025Q1: 4,456 shares; 2025Q2: 4,544 shares; 2025Q3: 4,338 shares; 2025Q4: 4,589 shares; 2026Q1: 5,955 shares; 2026Q2: 6,254 shares 6,254 $1.12M 0.16% +299 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,276 shares; 2025Q1: 911 shares; 2025Q2: 893 shares; 2025Q3: 887 shares; 2025Q4: 9,371 shares; 2026Q1: 15,363 shares; 2026Q2: 15,667 shares 15,667 $1.12M 0.16% +304 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,228 shares; 2024Q4: 4,156 shares; 2025Q1: 4,123 shares; 2025Q2: 2,932 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: 2,932 shares; 2026Q2: 3,002 shares 3,002 $1.11M 0.15% +70 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,685 shares; 2025Q1: 1,907 shares; 2025Q2: 1,917 shares; 2025Q3: 1,850 shares; 2025Q4: 1,932 shares; 2026Q1: 2,061 shares; 2026Q2: 2,134 shares 2,134 $1.09M 0.15% +73 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,798 shares; 2026Q2: 5,024 shares 5,024 $1.07M 0.15% +226 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,342 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,695 shares 11,695 $1.07M 0.15% new Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,445 shares; 2024Q4: 11,156 shares; 2025Q1: 15,951 shares; 2025Q2: 15,994 shares; 2025Q3: 15,916 shares; 2025Q4: 15,581 shares; 2026Q1: 18,925 shares; 2026Q2: 22,585 shares 22,585 $1.03M 0.14% +3,660 Timeline XBFR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,700 shares 38,700 $1.03M 0.14% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,319 shares; 2024Q4: 13,230 shares; 2025Q1: 7,239 shares; 2025Q2: 4,422 shares; 2025Q3: 4,212 shares; 2025Q4: 2,538 shares; 2026Q1: 2,654 shares; 2026Q2: 2,605 shares 2,605 $1.03M 0.14% -49 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,909 shares; 2025Q1: 33,095 shares; 2025Q2: 33,095 shares; 2025Q3: 32,915 shares; 2025Q4: 35,894 shares; 2026Q1: 35,950 shares; 2026Q2: 35,950 shares 35,950 $1.02M 0.14% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 3,999 shares; 2026Q2: 4,112 shares 4,112 $998K 0.14% +113 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,477 shares; 2025Q1: 2,722 shares; 2025Q2: 2,765 shares; 2025Q3: 2,674 shares; 2025Q4: 2,812 shares; 2026Q1: 3,045 shares; 2026Q2: 3,158 shares 3,158 $994K 0.14% +113 Timeline XBJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,259 shares; 2024Q4: 25,898 shares; 2025Q1: 25,776 shares; 2025Q2: 25,663 shares; 2025Q3: 25,089 shares; 2025Q4: 25,000 shares; 2026Q1: 24,843 shares; 2026Q2: 24,843 shares 24,843 $993K 0.14% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 3,086 shares; 2025Q1: 3,571 shares; 2025Q2: 3,626 shares; 2025Q3: 3,545 shares; 2025Q4: 3,817 shares; 2026Q1: 3,304 shares; 2026Q2: 3,390 shares 3,390 $985K 0.14% +86 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,046 shares; 2024Q4: 10,046 shares; 2025Q1: 10,046 shares; 2025Q2: 10,063 shares; 2025Q3: 10,063 shares; 2025Q4: 12,571 shares; 2026Q1: 10,111 shares; 2026Q2: 10,166 shares 10,166 $982K 0.14% +55 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,960 shares; 2024Q4: 10,023 shares; 2025Q1: 11,489 shares; 2025Q2: 11,568 shares; 2025Q3: 8,562 shares; 2025Q4: 9,292 shares; 2026Q1: 11,880 shares; 2026Q2: 12,235 shares 12,235 $957K 0.13% +355 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,606 shares; 2024Q4: 3,755 shares; 2025Q1: 4,020 shares; 2025Q2: 4,127 shares; 2025Q3: 3,262 shares; 2025Q4: 3,425 shares; 2026Q1: 3,249 shares; 2026Q2: 3,331 shares 3,331 $943K 0.13% +82 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares; 2026Q1: 828 shares; 2026Q2: 813 shares 813 $938K 0.13% -15 Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,605 shares; 2024Q4: 28,605 shares; 2025Q1: 28,605 shares; 2025Q2: 27,668 shares; 2025Q3: 27,668 shares; 2025Q4: 27,668 shares; 2026Q1: 27,668 shares; 2026Q2: 27,668 shares 27,668 $935K 0.13% 0 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: 5,997 shares; 2024Q4: 5,997 shares; 2025Q1: 5,997 shares; 2025Q2: 5,997 shares; 2025Q3: 6,042 shares; 2025Q4: 6,368 shares; 2026Q1: 6,042 shares; 2026Q2: 6,042 shares 6,042 $919K 0.13% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,465 shares; 2025Q2: 46,244 shares; 2025Q3: 13,490 shares; 2025Q4: 10,177 shares; 2026Q1: 19,751 shares; 2026Q2: 16,073 shares 16,073 $908K 0.13% -3,678 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,909 shares; 2024Q4: 18,898 shares; 2025Q1: 18,761 shares; 2025Q2: 18,808 shares; 2025Q3: 18,712 shares; 2025Q4: 18,076 shares; 2026Q1: 23,437 shares; 2026Q2: 23,400 shares 23,400 $891K 0.12% -37 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: 28,924 shares; 2025Q2: 8,412 shares; 2025Q3: 8,960 shares; 2025Q4: 10,689 shares; 2026Q1: 8,859 shares; 2026Q2: 8,612 shares 8,612 $881K 0.12% -247 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,362 shares 26,362 $868K 0.12% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,919 shares; 2024Q4: 6,916 shares; 2025Q1: 6,627 shares; 2025Q2: 7,380 shares; 2025Q3: 7,366 shares; 2025Q4: 7,266 shares; 2026Q1: 3,363 shares; 2026Q2: 3,363 shares 3,363 $828K 0.12% 0 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,421 shares 25,421 $817K 0.11% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 3,512 shares; 2025Q4: 3,692 shares; 2026Q1: 3,879 shares; 2026Q2: 4,062 shares 4,062 $811K 0.11% +183 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,130 shares; 2024Q4: 15,446 shares; 2025Q1: 40,035 shares; 2025Q2: 36,184 shares; 2025Q3: 36,053 shares; 2025Q4: 37,930 shares; 2026Q1: 38,841 shares; 2026Q2: 38,925 shares 38,925 $806K 0.11% +84 Timeline KMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,007 shares; 2025Q4: 16,920 shares; 2026Q1: 16,844 shares; 2026Q2: 26,497 shares 26,497 $805K 0.11% +9,653 Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,743 shares; 2024Q4: 11,335 shares; 2025Q1: 15,660 shares; 2025Q2: 19,379 shares; 2025Q3: 21,783 shares; 2025Q4: 21,752 shares; 2026Q1: 22,605 shares; 2026Q2: 22,248 shares 22,248 $804K 0.11% -357 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,327 shares; 2024Q4: 19,327 shares; 2025Q1: 19,327 shares; 2025Q2: 19,327 shares; 2025Q3: 19,327 shares; 2025Q4: 19,327 shares; 2026Q1: 19,327 shares; 2026Q2: 19,327 shares 19,327 $799K 0.11% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,968 shares; 2025Q3: 19,968 shares; 2025Q4: 19,563 shares; 2026Q1: 18,461 shares; 2026Q2: 18,544 shares 18,544 $783K 0.11% +83 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,146 shares; 2024Q4: 12,962 shares; 2025Q1: 12,949 shares; 2025Q2: 9,633 shares; 2025Q3: 12,662 shares; 2025Q4: 12,662 shares; 2026Q1: 12,639 shares; 2026Q2: 14,110 shares 14,110 $766K 0.11% +1,471 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,788 shares; 2024Q4: 8,157 shares; 2025Q1: 6,717 shares; 2025Q2: 5,917 shares; 2025Q3: 5,616 shares; 2025Q4: 4,409 shares; 2026Q1: 4,401 shares; 2026Q2: 4,022 shares 4,022 $766K 0.11% -379 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,281 shares; 2024Q4: 6,281 shares; 2025Q1: 6,281 shares; 2025Q2: 6,281 shares; 2025Q3: 14,236 shares; 2025Q4: 14,236 shares; 2026Q1: 14,236 shares; 2026Q2: 14,148 shares 14,148 $759K 0.11% -88 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,171 shares; 2025Q3: 17,171 shares; 2025Q4: 16,831 shares; 2026Q1: 14,181 shares; 2026Q2: 23,880 shares 23,880 $745K 0.1% +9,699 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,378 shares; 2025Q1: 18,163 shares; 2025Q2: 18,163 shares; 2025Q3: 18,141 shares; 2025Q4: 14,725 shares; 2026Q1: 14,725 shares; 2026Q2: 13,925 shares 13,925 $741K 0.1% -800 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: 8,360 shares; 2024Q4: 8,618 shares; 2025Q1: 7,244 shares; 2025Q2: 7,058 shares; 2025Q3: 7,053 shares; 2025Q4: 8,072 shares; 2026Q1: 6,826 shares; 2026Q2: 6,614 shares 6,614 $730K 0.1% -212 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: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares; 2026Q1: 2,367 shares; 2026Q2: 2,367 shares 2,367 $708K 0.1% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,505 shares; 2024Q4: 8,396 shares; 2025Q1: 8,382 shares; 2025Q2: 6,513 shares; 2025Q3: 8,519 shares; 2025Q4: 8,519 shares; 2026Q1: 8,493 shares; 2026Q2: 19,503 shares 19,503 $702K 0.1% +11,010 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,547 shares; 2025Q2: 4,547 shares; 2025Q3: 4,259 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares; 2026Q2: 4,256 shares 4,256 $701K 0.1% 0 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: 2,105 shares; 2024Q4: 2,054 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 2,042 shares; 2026Q1: 2,507 shares; 2026Q2: 655 shares 655 $698K 0.1% -1,852 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,660 shares; 2025Q3: 34,954 shares; 2025Q4: 34,954 shares; 2026Q1: 34,954 shares; 2026Q2: 36,356 shares 36,356 $694K 0.1% +1,402 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,625 shares; 2024Q4: 13,625 shares; 2025Q1: 13,625 shares; 2025Q2: 13,471 shares; 2025Q3: 13,471 shares; 2025Q4: 13,471 shares; 2026Q1: 13,471 shares; 2026Q2: 12,651 shares 12,651 $666K 0.09% -820 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,170 shares; 2025Q4: 1,186 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $655K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,708 shares; 2024Q4: 6,708 shares; 2025Q1: 13,600 shares; 2025Q2: 12,741 shares; 2025Q3: 13,649 shares; 2025Q4: 12,796 shares; 2026Q1: 7,873 shares; 2026Q2: 7,206 shares 7,206 $654K 0.09% -667 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: 4,674 shares; 2026Q2: 4,674 shares 4,674 $653K 0.09% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 3,110 shares; 2025Q1: 3,029 shares; 2025Q2: 2,996 shares; 2025Q3: 2,836 shares; 2025Q4: 3,116 shares; 2026Q1: 2,639 shares; 2026Q2: 2,675 shares 2,675 $649K 0.09% +36 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: 1,111 shares; 2024Q4: 1,300 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares; 2025Q3: 1,547 shares; 2025Q4: 1,519 shares; 2026Q1: 1,524 shares; 2026Q2: 1,519 shares 1,519 $647K 0.09% -5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,694 shares; 2025Q4: 1,670 shares; 2026Q1: 1,725 shares; 2026Q2: 1,717 shares 1,717 $642K 0.09% -8 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,317 shares; 2024Q4: 6,665 shares; 2025Q1: 5,525 shares; 2025Q2: 4,090 shares; 2025Q3: 3,580 shares; 2025Q4: 2,994 shares; 2026Q1: 2,913 shares; 2026Q2: 2,863 shares 2,863 $633K 0.09% -50 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,449 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares; 2026Q2: 6,260 shares 6,260 $630K 0.09% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,199 shares; 2026Q2: 10,199 shares 10,199 $627K 0.09% 0 Timeline VPU 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: 3,434 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,328 shares; 2026Q1: 3,201 shares; 2026Q2: 3,149 shares 3,149 $616K 0.09% -52 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,095 shares 18,095 $615K 0.09% new 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: 8,045 shares; 2024Q4: 8,545 shares; 2025Q1: 47,101 shares; 2025Q2: 3,979 shares; 2025Q3: 7,956 shares; 2025Q4: 10,430 shares; 2026Q1: 7,988 shares; 2026Q2: 7,961 shares 7,961 $614K 0.09% -27 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 1,449 shares; 2025Q1: 1,188 shares; 2025Q2: 1,191 shares; 2025Q3: 1,233 shares; 2025Q4: 1,187 shares; 2026Q1: 867 shares; 2026Q2: 859 shares 859 $613K 0.09% -8 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: 630 shares; 2026Q2: 630 shares 630 $608K 0.09% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares; 2026Q2: 3,747 shares 3,747 $607K 0.08% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,159 shares; 2025Q3: 13,109 shares; 2025Q4: 14,144 shares; 2026Q1: 5,577 shares; 2026Q2: 7,514 shares 7,514 $605K 0.08% +1,937 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,296 shares; 2026Q1: 17,256 shares; 2026Q2: 17,256 shares 17,256 $592K 0.08% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,682 shares; 2025Q4: 11,682 shares; 2026Q1: 11,682 shares; 2026Q2: 11,682 shares 11,682 $591K 0.08% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,365 shares; 2024Q4: 14,111 shares; 2025Q1: 14,111 shares; 2025Q2: 18,091 shares; 2025Q3: 18,091 shares; 2025Q4: 18,091 shares; 2026Q1: 18,091 shares; 2026Q2: 14,379 shares 14,379 $585K 0.08% -3,712 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,283 shares; 2024Q4: 17,201 shares; 2025Q1: 5,949 shares; 2025Q2: 3,139 shares; 2025Q3: 3,194 shares; 2025Q4: 2,846 shares; 2026Q1: 2,738 shares; 2026Q2: 2,675 shares 2,675 $583K 0.08% -63 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 8,884 shares; 2025Q4: 17,768 shares; 2026Q1: 18,697 shares; 2026Q2: 10,944 shares 10,944 $581K 0.08% -7,753 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,232 shares; 2024Q4: 19,696 shares; 2025Q1: 19,540 shares; 2025Q2: 19,515 shares; 2025Q3: 19,491 shares; 2025Q4: 12,939 shares; 2026Q1: 12,809 shares; 2026Q2: 11,933 shares 11,933 $571K 0.08% -876 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,208 shares; 2024Q4: 20,208 shares; 2025Q1: 18,890 shares; 2025Q2: 18,890 shares; 2025Q3: 18,890 shares; 2025Q4: 18,890 shares; 2026Q1: 18,890 shares; 2026Q2: 18,890 shares 18,890 $565K 0.08% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,369 shares; 2025Q2: 8,369 shares; 2025Q3: 7,894 shares; 2025Q4: 7,858 shares; 2026Q1: 7,841 shares; 2026Q2: 7,829 shares 7,829 $565K 0.08% -12 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,135 shares; 2025Q4: 1,134 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $564K 0.08% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,544 shares; 2025Q1: 1,269 shares; 2025Q2: 1,257 shares; 2025Q3: 1,211 shares; 2025Q4: 1,205 shares; 2026Q1: 1,157 shares; 2026Q2: 1,107 shares 1,107 $555K 0.08% -50 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: 720 shares; 2024Q4: 1,344 shares; 2025Q1: 1,294 shares; 2025Q2: 1,302 shares; 2025Q3: 1,168 shares; 2025Q4: 1,209 shares; 2026Q1: 471 shares; 2026Q2: 587 shares 587 $549K 0.08% +116 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,453 shares 30,453 $540K 0.08% +453 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,040 shares; 2026Q2: 1,033 shares 1,033 $536K 0.08% -7 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,830 shares; 2025Q2: 20,830 shares; 2025Q3: 19,770 shares; 2025Q4: not reported; 2026Q1: 19,712 shares; 2026Q2: 19,636 shares 19,636 $527K 0.07% -76 Timeline JPIN 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: 11,534 shares; 2024Q4: 12,820 shares; 2025Q1: 13,612 shares; 2025Q2: 9,706 shares; 2025Q3: 8,682 shares; 2025Q4: 7,511 shares; 2026Q1: 7,287 shares; 2026Q2: 7,201 shares 7,201 $521K 0.07% -86 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,019 shares; 2025Q4: 3,000 shares; 2026Q1: 4,580 shares; 2026Q2: 4,580 shares 4,580 $509K 0.07% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,789 shares; 2026Q1: 12,818 shares; 2026Q2: 12,818 shares 12,818 $507K 0.07% 0 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,648 shares; 2025Q3: 13,648 shares; 2025Q4: 9,898 shares; 2026Q1: 9,763 shares; 2026Q2: 10,402 shares 10,402 $493K 0.07% +639 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,163 shares; 2024Q4: 18,163 shares; 2025Q1: 21,590 shares; 2025Q2: 13,384 shares; 2025Q3: 13,384 shares; 2025Q4: 13,384 shares; 2026Q1: 13,384 shares; 2026Q2: 13,249 shares 13,249 $490K 0.07% -135 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,861 shares; 2025Q1: 1,531 shares; 2025Q2: 1,531 shares; 2025Q3: 1,391 shares; 2025Q4: 1,424 shares; 2026Q1: 1,391 shares; 2026Q2: 1,231 shares 1,231 $489K 0.07% -160 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: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,368 shares; 2025Q3: 5,665 shares; 2025Q4: 5,505 shares; 2026Q1: 5,528 shares; 2026Q2: 5,504 shares 5,504 $483K 0.07% -24 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: 4,336 shares; 2024Q4: 4,336 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 4,211 shares; 2026Q1: 3,970 shares; 2026Q2: 3,970 shares 3,970 $482K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,680 shares; 2026Q2: 6,680 shares 6,680 $481K 0.07% 0 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: 22,309 shares; 2024Q4: 22,478 shares; 2025Q1: 29,160 shares; 2025Q2: 32,751 shares; 2025Q3: 28,093 shares; 2025Q4: 13,705 shares; 2026Q1: 7,795 shares; 2026Q2: 3,846 shares 3,846 $479K 0.07% -3,949 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 514 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $474K 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,748 shares; 2024Q4: 10,571 shares; 2025Q1: 10,625 shares; 2025Q2: 10,849 shares; 2025Q3: 10,141 shares; 2025Q4: 10,376 shares; 2026Q1: 11,888 shares; 2026Q2: 2,558 shares 2,558 $473K 0.07% -9,330 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: 3,198 shares; 2024Q4: 3,198 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,198 shares; 2025Q4: 3,198 shares; 2026Q1: 3,198 shares; 2026Q2: 3,198 shares 3,198 $472K 0.07% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,631 shares; 2025Q2: 7,783 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 8,510 shares; 2026Q2: 8,379 shares 8,379 $472K 0.07% -131 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: 685 shares; 2025Q3: 955 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $470K 0.07% 0 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,741 shares; 2025Q1: 23,741 shares; 2025Q2: 23,741 shares; 2025Q3: 23,741 shares; 2025Q4: 24,540 shares; 2026Q1: 25,309 shares; 2026Q2: 25,309 shares 25,309 $453K 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: 7,662 shares; 2025Q4: 7,662 shares; 2026Q1: 7,662 shares; 2026Q2: 7,662 shares 7,662 $446K 0.06% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 2,500 shares 2,500 $446K 0.06% +2,400 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,066 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $433K 0.06% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,411 shares; 2025Q4: 5,342 shares; 2026Q1: 5,031 shares; 2026Q2: 4,889 shares 4,889 $423K 0.06% -142 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,669 shares; 2026Q2: 17,457 shares 17,457 $420K 0.06% -1,212 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,675 shares; 2024Q4: 16,918 shares; 2025Q1: 17,293 shares; 2025Q2: 17,199 shares; 2025Q3: 16,733 shares; 2025Q4: 17,402 shares; 2026Q1: 4,965 shares; 2026Q2: 4,865 shares 4,865 $412K 0.06% -100 Timeline LQD 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: 3,108 shares; 2025Q4: 3,077 shares; 2026Q1: 2,943 shares; 2026Q2: 3,663 shares 3,663 $400K 0.06% +720 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,647 shares; 2024Q4: 10,536 shares; 2025Q1: 10,536 shares; 2025Q2: 7,499 shares; 2025Q3: 7,499 shares; 2025Q4: 7,499 shares; 2026Q1: 6,206 shares; 2026Q2: 10,656 shares 10,656 $398K 0.06% +4,450 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: 1,643 shares; 2025Q3: 1,594 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares 1,581 $376K 0.05% 0 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,752 shares; 2024Q4: 19,752 shares; 2025Q1: 19,752 shares; 2025Q2: 19,752 shares; 2025Q3: 19,752 shares; 2025Q4: 8,726 shares; 2026Q1: 8,726 shares; 2026Q2: 8,726 shares 8,726 $367K 0.05% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares 3,170 $364K 0.05% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,134 shares; 2025Q4: 3,732 shares; 2026Q1: 3,757 shares; 2026Q2: 3,732 shares 3,732 $362K 0.05% -25 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,028 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 481 shares; 2026Q2: 478 shares 478 $362K 0.05% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,713 shares; 2026Q2: 18,494 shares 18,494 $354K 0.05% -219 Timeline PRF 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: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $346K 0.05% 0 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: 8,099 shares; 2024Q4: 3,533 shares; 2025Q1: 3,337 shares; 2025Q2: 2,766 shares; 2025Q3: 2,955 shares; 2025Q4: 2,688 shares; 2026Q1: 2,571 shares; 2026Q2: 2,552 shares 2,552 $328K 0.05% -19 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 9,557 shares; 2025Q3: 9,557 shares; 2025Q4: 9,557 shares; 2026Q1: 9,557 shares; 2026Q2: 9,557 shares 9,557 $328K 0.05% 0 Timeline JMTG 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: 6,438 shares; 2025Q4: 6,438 shares; 2026Q1: 6,438 shares; 2026Q2: 6,438 shares 6,438 $326K 0.05% 0 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: 2,878 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: 2,878 shares; 2025Q3: 2,878 shares; 2025Q4: 2,572 shares; 2026Q1: 2,012 shares; 2026Q2: 1,977 shares 1,977 $325K 0.05% -35 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 727 shares; 2026Q1: 776 shares; 2026Q2: 762 shares 762 $320K 0.04% -14 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,713 shares; 2025Q2: 1,713 shares; 2025Q3: 1,599 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares; 2026Q2: 1,596 shares 1,596 $316K 0.04% 0 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: 6,078 shares; 2024Q4: 6,925 shares; 2025Q1: 3,003 shares; 2025Q2: 2,770 shares; 2025Q3: 2,989 shares; 2025Q4: 2,358 shares; 2026Q1: 2,372 shares; 2026Q2: 2,322 shares 2,322 $314K 0.04% -50 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 1,036 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $306K 0.04% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,693 shares; 2025Q4: 1,724 shares; 2026Q1: 1,738 shares; 2026Q2: 1,755 shares 1,755 $306K 0.04% +17 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,106 shares 10,106 $305K 0.04% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,317 shares; 2026Q1: 3,187 shares; 2026Q2: 3,187 shares 3,187 $298K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,403 shares; 2026Q1: 1,159 shares; 2026Q2: 1,159 shares 1,159 $296K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,490 shares; 2026Q2: 8,490 shares 8,490 $295K 0.04% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,295 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $291K 0.04% 0 Timeline GSUS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares; 2026Q1: 2,784 shares; 2026Q2: 2,784 shares 2,784 $287K 0.04% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 969 shares; 2025Q1: 920 shares; 2025Q2: 919 shares; 2025Q3: 1,064 shares; 2025Q4: 979 shares; 2026Q1: 978 shares; 2026Q2: 977 shares 977 $286K 0.04% -1 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,312 shares; 2025Q3: 2,132 shares; 2025Q4: 2,068 shares; 2026Q1: 2,062 shares; 2026Q2: 1,971 shares 1,971 $285K 0.04% -91 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,469 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,494 shares; 2025Q4: 6,507 shares; 2026Q1: 6,466 shares; 2026Q2: 6,466 shares 6,466 $276K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,006 shares; 2025Q4: 5,596 shares; 2026Q1: 4,988 shares; 2026Q2: 4,837 shares 4,837 $276K 0.04% -151 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,395 shares; 2025Q1: 10,395 shares; 2025Q2: 10,395 shares; 2025Q3: 10,395 shares; 2025Q4: 10,395 shares; 2026Q1: 10,395 shares; 2026Q2: 10,395 shares 10,395 $275K 0.04% 0 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,961 shares 7,961 $272K 0.04% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,018 shares; 2025Q4: 25,018 shares; 2026Q1: 25,018 shares; 2026Q2: 25,018 shares 25,018 $270K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $269K 0.04% new Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,595 shares 8,595 $269K 0.04% new Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,747 shares; 2025Q2: 2,747 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 3,844 shares; 2026Q2: 3,844 shares 3,844 $268K 0.04% 0 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,608 shares; 2024Q4: 9,608 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,608 shares; 2026Q1: 9,608 shares; 2026Q2: 9,608 shares 9,608 $265K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,226 shares; 2024Q4: 4,226 shares; 2025Q1: 3,183 shares; 2025Q2: 3,076 shares; 2025Q3: 2,948 shares; 2025Q4: 3,103 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $262K 0.04% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,296 shares 8,296 $259K 0.04% 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: 695 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $257K 0.04% 0 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,541 shares 8,541 $255K 0.04% new 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: 367 shares; 2025Q4: 380 shares; 2026Q1: 475 shares; 2026Q2: 213 shares 213 $250K 0.04% -262 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $249K 0.03% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $249K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,141 shares; 2025Q1: 1,504 shares; 2025Q2: 1,029 shares; 2025Q3: 914 shares; 2025Q4: 912 shares; 2026Q1: 887 shares; 2026Q2: 887 shares 887 $247K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $245K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,642 shares; 2024Q4: 4,075 shares; 2025Q1: 1,671 shares; 2025Q2: 1,171 shares; 2025Q3: 1,716 shares; 2025Q4: 1,302 shares; 2026Q1: 1,400 shares; 2026Q2: 1,394 shares 1,394 $237K 0.03% -6 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,027 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $233K 0.03% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: 4,833 shares; 2026Q1: 4,833 shares; 2026Q2: 4,905 shares 4,905 $233K 0.03% +72 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,228 shares; 2025Q1: not reported; 2025Q2: 6,228 shares; 2025Q3: 6,228 shares; 2025Q4: 6,228 shares; 2026Q1: 6,228 shares; 2026Q2: 6,228 shares 6,228 $223K 0.03% 0 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: 1,807 shares; 2024Q4: 1,714 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,054 shares; 2025Q4: 1,005 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $223K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,253 shares; 2025Q2: 2,127 shares; 2025Q3: 4,020 shares; 2025Q4: 2,631 shares; 2026Q1: 2,340 shares; 2026Q2: 2,268 shares 2,268 $218K 0.03% -72 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 2,241 shares 2,241 $216K 0.03% 0 Timeline SECT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,942 shares 2,942 $212K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,809 shares 3,809 $204K 0.03% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,636 shares; 2025Q4: 3,101 shares; 2026Q1: not reported; 2026Q2: 673 shares 673 $204K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,952 shares 5,952 $201K 0.03% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178 $201K 0.03% new Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,881 shares; 2024Q4: 14,881 shares; 2025Q1: 14,881 shares; 2025Q2: 14,881 shares; 2025Q3: 14,881 shares; 2025Q4: 14,881 shares; 2026Q1: 14,881 shares; 2026Q2: 14,881 shares 14,881 $57.9K 0.01% 0 Timeline