SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491,155 shares; 2025Q1: 500,231 shares; 2025Q2: 570,503 shares; 2025Q3: 578,916 shares; 2025Q4: 580,485 shares; 2026Q1: 604,525 shares; 2026Q2: 683,011 shares; 2026Q3: 701,619 shares 701,619 $63M 4.19% +18,608 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 822,768 shares; 2025Q1: 839,558 shares; 2025Q2: 1,005,865 shares; 2025Q3: 1,047,409 shares; 2025Q4: 1,072,556 shares; 2026Q1: 1,097,223 shares; 2026Q2: 1,157,430 shares; 2026Q3: 1,186,632 shares 1,186,632 $55.7M 3.7% +29,202 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,349 shares; 2025Q1: 41,613 shares; 2025Q2: 56,353 shares; 2025Q3: 70,545 shares; 2025Q4: 73,919 shares; 2026Q1: 60,777 shares; 2026Q2: 61,101 shares; 2026Q3: 66,637 shares 66,637 $49.3M 3.28% +5,536 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384,890 shares; 2025Q1: 287,653 shares; 2025Q2: 364,470 shares; 2025Q3: 382,462 shares; 2025Q4: 384,922 shares; 2026Q1: 480,671 shares; 2026Q2: 488,517 shares; 2026Q3: 510,462 shares 510,462 $40M 2.66% +21,945 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 554,583 shares; 2025Q1: 559,202 shares; 2025Q2: 549,128 shares; 2025Q3: 573,288 shares; 2025Q4: 721,548 shares; 2026Q1: 733,830 shares; 2026Q2: 743,181 shares; 2026Q3: 769,786 shares 769,786 $38.7M 2.57% +26,605 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,866 shares; 2025Q1: 204,926 shares; 2025Q2: 212,144 shares; 2025Q3: 217,231 shares; 2025Q4: 233,321 shares; 2026Q1: 238,066 shares; 2026Q2: 257,653 shares; 2026Q3: 264,876 shares 264,876 $32.6M 2.17% +7,223 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,941 shares; 2025Q1: 51,761 shares; 2025Q2: 41,581 shares; 2025Q3: 52,541 shares; 2025Q4: 51,325 shares; 2026Q1: 37,815 shares; 2026Q2: 42,275 shares; 2026Q3: 40,894 shares 40,894 $31.2M 2.07% -1,381 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 763,265 shares; 2025Q1: 783,654 shares; 2025Q2: 867,479 shares; 2025Q3: 902,423 shares; 2025Q4: 964,963 shares; 2026Q1: 988,042 shares; 2026Q2: 1,085,759 shares; 2026Q3: 1,115,330 shares 1,115,330 $30.3M 2.01% +29,571 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 329,916 shares; 2025Q1: 335,168 shares; 2025Q2: 350,380 shares; 2025Q3: 362,714 shares; 2025Q4: 410,303 shares; 2026Q1: 418,811 shares; 2026Q2: 463,488 shares; 2026Q3: 480,302 shares 480,302 $29.4M 1.95% +16,814 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362,182 shares; 2025Q3: 383,023 shares; 2025Q4: 356,220 shares; 2026Q1: 391,123 shares; 2026Q2: 335,216 shares; 2026Q3: 319,257 shares 319,257 $22.3M 1.49% -15,959 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164,432 shares; 2025Q1: 174,349 shares; 2025Q2: 258,099 shares; 2025Q3: 203,616 shares; 2025Q4: 207,200 shares; 2026Q1: 179,696 shares; 2026Q2: 144,706 shares; 2026Q3: 138,011 shares 138,011 $19.6M 1.31% -6,695 Timeline BSV 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; 2024Q4: 298,480 shares; 2025Q1: 209,928 shares; 2025Q2: 278,231 shares; 2025Q3: 319,789 shares; 2025Q4: 318,613 shares; 2026Q1: 330,177 shares; 2026Q2: 228,811 shares; 2026Q3: 256,380 shares 256,380 $19.6M 1.3% +27,569 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,066 shares; 2025Q1: 4,614 shares; 2025Q2: 3,011 shares; 2025Q3: 36,666 shares; 2025Q4: 36,459 shares; 2026Q1: 20,380 shares; 2026Q2: 44,558 shares; 2026Q3: 65,911 shares 65,911 $18.3M 1.22% +21,353 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,401 shares; 2025Q1: 9,247 shares; 2025Q2: 21,855 shares; 2025Q3: 24,201 shares; 2025Q4: 23,402 shares; 2026Q1: 23,719 shares; 2026Q2: 24,663 shares; 2026Q3: 25,838 shares 25,838 $18.1M 1.2% +1,175 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,369 shares; 2025Q1: 30,339 shares; 2025Q2: 31,688 shares; 2025Q3: 32,316 shares; 2025Q4: 32,539 shares; 2026Q1: 34,517 shares; 2026Q2: 202,854 shares; 2026Q3: 195,174 shares 195,174 $17.6M 1.17% -7,680 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,237 shares; 2025Q1: 111,064 shares; 2025Q2: 180,295 shares; 2025Q3: 437,058 shares; 2025Q4: 596,861 shares; 2026Q1: 634,351 shares; 2026Q2: 644,409 shares; 2026Q3: 628,342 shares 628,342 $17.5M 1.16% -16,067 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,085 shares; 2025Q3: 142,485 shares; 2025Q4: 143,265 shares; 2026Q1: 243,141 shares; 2026Q2: 274,373 shares; 2026Q3: 256,260 shares 256,260 $17.1M 1.14% -18,113 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,369 shares; 2025Q1: 82,267 shares; 2025Q2: 81,604 shares; 2025Q3: 75,546 shares; 2025Q4: 75,715 shares; 2026Q1: 73,286 shares; 2026Q2: 70,254 shares; 2026Q3: 73,844 shares 73,844 $16.9M 1.12% +3,590 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,349 shares; 2025Q1: 22,014 shares; 2025Q2: 31,087 shares; 2025Q3: 31,791 shares; 2025Q4: 32,364 shares; 2026Q1: 31,038 shares; 2026Q2: 33,474 shares; 2026Q3: 44,805 shares 44,805 $16.8M 1.11% +11,331 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,761 shares; 2025Q3: 560,966 shares; 2025Q4: 730,667 shares; 2026Q1: 959,188 shares; 2026Q2: 991,947 shares; 2026Q3: 830,038 shares 830,038 $16.4M 1.09% -161,909 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,267 shares; 2025Q1: 60,495 shares; 2025Q2: 57,487 shares; 2025Q3: 56,692 shares; 2025Q4: 53,836 shares; 2026Q1: 51,530 shares; 2026Q2: 50,235 shares; 2026Q3: 48,857 shares 48,857 $16.3M 1.08% -1,378 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 602,108 shares; 2025Q1: 931,294 shares; 2025Q2: 1,041,178 shares; 2025Q3: 689,421 shares; 2025Q4: 652,735 shares; 2026Q1: 571,147 shares; 2026Q2: 577,736 shares; 2026Q3: 646,312 shares 646,312 $15.3M 1.02% +68,576 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; 2024Q4: 60,033 shares; 2025Q1: 52,909 shares; 2025Q2: 63,403 shares; 2025Q3: 66,839 shares; 2025Q4: 68,639 shares; 2026Q1: 70,319 shares; 2026Q2: 68,578 shares; 2026Q3: 67,572 shares 67,572 $14.6M 0.97% -1,006 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 553,613 shares; 2025Q1: 566,643 shares; 2025Q2: 622,514 shares; 2025Q3: 647,614 shares; 2025Q4: 543,858 shares; 2026Q1: 552,154 shares; 2026Q2: 340,127 shares; 2026Q3: 348,469 shares 348,469 $13.7M 0.91% +8,342 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,352 shares; 2025Q1: 26,294 shares; 2025Q2: 11,136 shares; 2025Q3: 12,314 shares; 2025Q4: 15,242 shares; 2026Q1: 16,907 shares; 2026Q2: 17,083 shares; 2026Q3: 42,697 shares 42,697 $13.5M 0.9% +25,614 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178,801 shares; 2025Q1: 164,730 shares; 2025Q2: 186,777 shares; 2025Q3: 190,841 shares; 2025Q4: 195,414 shares; 2026Q1: 197,943 shares; 2026Q2: 194,806 shares; 2026Q3: 188,796 shares 188,796 $13.3M 0.89% -6,010 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,249 shares; 2025Q1: 170,913 shares; 2025Q2: 191,556 shares; 2025Q3: 135,412 shares; 2025Q4: 135,189 shares; 2026Q1: 115,009 shares; 2026Q2: 117,618 shares; 2026Q3: 203,733 shares 203,733 $12.9M 0.86% +86,115 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,778 shares; 2025Q1: 180,506 shares; 2025Q2: 202,954 shares; 2025Q3: 261,848 shares; 2025Q4: 299,429 shares; 2026Q1: 308,830 shares; 2026Q2: 312,147 shares; 2026Q3: 324,767 shares 324,767 $12.8M 0.85% +12,620 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,024 shares; 2025Q1: 52,896 shares; 2025Q2: 51,235 shares; 2025Q3: 49,425 shares; 2025Q4: 49,039 shares; 2026Q1: 46,816 shares; 2026Q2: 46,661 shares; 2026Q3: 47,226 shares 47,226 $11.8M 0.78% +565 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,551 shares; 2025Q1: 11,377 shares; 2025Q2: 9,046 shares; 2025Q3: 9,081 shares; 2025Q4: 9,220 shares; 2026Q1: 13,492 shares; 2026Q2: 17,602 shares; 2026Q3: 15,353 shares 15,353 $11.8M 0.78% -2,249 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,266 shares; 2025Q1: 72,519 shares; 2025Q2: 77,445 shares; 2025Q3: 88,733 shares; 2025Q4: 93,399 shares; 2026Q1: 72,329 shares; 2026Q2: 72,417 shares; 2026Q3: 64,783 shares 64,783 $11.5M 0.76% -7,634 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,720 shares; 2025Q1: 26,971 shares; 2025Q2: 22,897 shares; 2025Q3: 22,715 shares; 2025Q4: 23,032 shares; 2026Q1: 27,720 shares; 2026Q2: 22,924 shares; 2026Q3: 21,843 shares 21,843 $11.1M 0.74% -1,081 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,760 shares; 2026Q3: 156,599 shares 156,599 $10.4M 0.69% +5,839 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,596 shares; 2025Q1: 7,558 shares; 2025Q2: not reported; 2025Q3: 10,287 shares; 2025Q4: 31,596 shares; 2026Q1: 281,151 shares; 2026Q2: 267,225 shares; 2026Q3: 281,441 shares 281,441 $10.3M 0.68% +14,216 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,836 shares; 2025Q1: 58,621 shares; 2025Q2: 74,965 shares; 2025Q3: 20,581 shares; 2025Q4: 23,175 shares; 2026Q1: 92,145 shares; 2026Q2: 94,638 shares; 2026Q3: 126,337 shares 126,337 $10.3M 0.68% +31,699 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,189 shares; 2025Q1: 55,669 shares; 2025Q2: 97,256 shares; 2025Q3: 104,383 shares; 2025Q4: 85,108 shares; 2026Q1: 89,025 shares; 2026Q2: 84,880 shares; 2026Q3: 119,473 shares 119,473 $10.2M 0.67% +34,593 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,889 shares; 2025Q4: 147,535 shares; 2026Q1: 137,672 shares; 2026Q2: 196,379 shares; 2026Q3: 219,296 shares 219,296 $9.86M 0.66% +22,917 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,436 shares; 2025Q1: 36,756 shares; 2025Q2: 92,390 shares; 2025Q3: 114,808 shares; 2025Q4: 147,200 shares; 2026Q1: 141,291 shares; 2026Q2: 140,994 shares; 2026Q3: 139,404 shares 139,404 $9.66M 0.64% -1,590 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,840 shares; 2025Q1: 124,673 shares; 2025Q2: 147,478 shares; 2025Q3: 153,394 shares; 2025Q4: 164,074 shares; 2026Q1: 185,839 shares; 2026Q2: 190,113 shares; 2026Q3: 202,683 shares 202,683 $9.5M 0.63% +12,570 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,008 shares; 2025Q1: 26,337 shares; 2025Q2: 24,029 shares; 2025Q3: 24,217 shares; 2025Q4: 29,341 shares; 2026Q1: 23,301 shares; 2026Q2: 25,461 shares; 2026Q3: 31,092 shares 31,092 $9.47M 0.63% +5,631 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 764,414 shares; 2025Q1: 476,871 shares; 2025Q2: 472,213 shares; 2025Q3: 410,574 shares; 2025Q4: 418,701 shares; 2026Q1: 432,631 shares; 2026Q2: 448,314 shares; 2026Q3: 467,265 shares 467,265 $9.08M 0.6% +18,951 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 304,136 shares; 2025Q1: 285,780 shares; 2025Q2: 293,020 shares; 2025Q3: 239,303 shares; 2025Q4: 232,275 shares; 2026Q1: 206,615 shares; 2026Q2: 216,902 shares; 2026Q3: 214,874 shares 214,874 $8.72M 0.58% -2,028 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,973 shares; 2026Q1: 286,610 shares; 2026Q2: 315,578 shares; 2026Q3: 289,795 shares 289,795 $8.53M 0.57% -25,783 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,737 shares; 2025Q1: 129,230 shares; 2025Q2: 129,347 shares; 2025Q3: 116,371 shares; 2025Q4: 130,249 shares; 2026Q1: 145,146 shares; 2026Q2: 158,769 shares; 2026Q3: 177,140 shares 177,140 $8.48M 0.56% +18,371 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,557 shares; 2025Q1: 14,174 shares; 2025Q2: 13,919 shares; 2025Q3: 15,431 shares; 2025Q4: 15,372 shares; 2026Q1: 15,003 shares; 2026Q2: 15,527 shares; 2026Q3: 16,272 shares 16,272 $8.35M 0.55% +745 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,363 shares; 2025Q1: 240,137 shares; 2025Q2: 299,302 shares; 2025Q3: 319,080 shares; 2025Q4: 316,602 shares; 2026Q1: 392,982 shares; 2026Q2: 397,262 shares; 2026Q3: 168,033 shares 168,033 $8.21M 0.55% -229,229 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,580 shares; 2025Q1: 80,973 shares; 2025Q2: 126,505 shares; 2025Q3: 91,246 shares; 2025Q4: 93,594 shares; 2026Q1: 104,171 shares; 2026Q2: 113,021 shares; 2026Q3: 119,526 shares 119,526 $7.98M 0.53% +6,505 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; 2024Q4: 68,533 shares; 2025Q1: 35,910 shares; 2025Q2: 77,997 shares; 2025Q3: 79,392 shares; 2025Q4: 79,699 shares; 2026Q1: 78,095 shares; 2026Q2: 87,218 shares; 2026Q3: 109,389 shares 109,389 $7.67M 0.51% +22,171 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 513,852 shares; 2026Q2: 500,173 shares; 2026Q3: 368,131 shares 368,131 $7.34M 0.49% -132,042 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,669 shares; 2025Q1: 37,167 shares; 2025Q2: 38,174 shares; 2025Q3: 32,357 shares; 2025Q4: 32,240 shares; 2026Q1: 31,260 shares; 2026Q2: 29,777 shares; 2026Q3: 27,157 shares 27,157 $7.19M 0.48% -2,620 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 461,474 shares; 2025Q1: 480,380 shares; 2025Q2: 526,566 shares; 2025Q3: 560,271 shares; 2025Q4: 557,591 shares; 2026Q1: 289,639 shares; 2026Q2: 292,821 shares; 2026Q3: 279,026 shares 279,026 $7.12M 0.47% -13,795 Timeline BIV 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; 2024Q4: 69,201 shares; 2025Q1: 72,144 shares; 2025Q2: 72,568 shares; 2025Q3: 76,505 shares; 2025Q4: 85,114 shares; 2026Q1: 92,826 shares; 2026Q2: 89,901 shares; 2026Q3: 97,599 shares 97,599 $7.11M 0.47% +7,698 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,695 shares; 2025Q1: 46,145 shares; 2025Q2: 45,707 shares; 2025Q3: 45,440 shares; 2025Q4: 44,571 shares; 2026Q1: 44,795 shares; 2026Q2: 44,609 shares; 2026Q3: 42,552 shares 42,552 $7.08M 0.47% -2,057 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,728 shares; 2025Q1: 8,796 shares; 2025Q2: 29,153 shares; 2025Q3: 63,141 shares; 2025Q4: 66,735 shares; 2026Q1: 33,985 shares; 2026Q2: 35,945 shares; 2026Q3: 46,578 shares 46,578 $7.06M 0.47% +10,633 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,413 shares; 2025Q1: 100,618 shares; 2025Q2: 98,035 shares; 2025Q3: 106,262 shares; 2025Q4: 116,159 shares; 2026Q1: 135,140 shares; 2026Q2: 145,921 shares; 2026Q3: 141,102 shares 141,102 $7.03M 0.47% -4,819 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,979 shares; 2025Q1: 8,755 shares; 2025Q2: 8,675 shares; 2025Q3: 8,397 shares; 2025Q4: 16,979 shares; 2026Q1: 17,319 shares; 2026Q2: 35,651 shares; 2026Q3: 35,590 shares 35,590 $6.97M 0.46% -61 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,481 shares; 2025Q1: 55,994 shares; 2025Q2: 57,480 shares; 2025Q3: 58,026 shares; 2025Q4: 59,174 shares; 2026Q1: 60,835 shares; 2026Q2: 61,853 shares; 2026Q3: 61,392 shares 61,392 $6.84M 0.45% -461 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,624 shares; 2025Q3: 100,296 shares; 2025Q4: 115,033 shares; 2026Q1: 146,796 shares; 2026Q2: 263,347 shares; 2026Q3: 240,735 shares 240,735 $6.73M 0.45% -22,612 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,823 shares; 2025Q1: 37,581 shares; 2025Q2: 36,887 shares; 2025Q3: 36,492 shares; 2025Q4: 36,173 shares; 2026Q1: 35,559 shares; 2026Q2: 35,104 shares; 2026Q3: 34,215 shares 34,215 $6.63M 0.44% -889 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 152,403 shares; 2025Q2: 168,103 shares; 2025Q3: 182,027 shares; 2025Q4: 191,485 shares; 2026Q1: 200,848 shares; 2026Q2: 208,493 shares; 2026Q3: 223,590 shares 223,590 $6.33M 0.42% +15,097 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,867 shares; 2025Q1: 52,034 shares; 2025Q2: 79,452 shares; 2025Q3: 164,175 shares; 2025Q4: 176,088 shares; 2026Q1: 136,466 shares; 2026Q2: 145,203 shares; 2026Q3: 153,547 shares 153,547 $6.2M 0.41% +8,344 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,352 shares; 2025Q1: 18,654 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,551 shares; 2026Q2: 63,826 shares; 2026Q3: 47,748 shares 47,748 $6.12M 0.41% -16,078 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,985 shares; 2025Q1: 30,842 shares; 2025Q2: 27,214 shares; 2025Q3: 26,643 shares; 2025Q4: 32,135 shares; 2026Q1: 30,038 shares; 2026Q2: 26,619 shares; 2026Q3: 26,432 shares 26,432 $6.03M 0.4% -187 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,729 shares; 2025Q1: 85,568 shares; 2025Q2: 101,388 shares; 2025Q3: 85,927 shares; 2025Q4: 85,192 shares; 2026Q1: 86,315 shares; 2026Q2: 110,333 shares; 2026Q3: 136,140 shares 136,140 $6M 0.4% +25,807 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,284 shares; 2025Q1: 35,465 shares; 2025Q2: 56,571 shares; 2025Q3: 97,680 shares; 2025Q4: 133,516 shares; 2026Q1: 146,005 shares; 2026Q2: 149,359 shares; 2026Q3: 160,324 shares 160,324 $5.89M 0.39% +10,965 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,615 shares; 2025Q1: 17,104 shares; 2025Q2: 20,327 shares; 2025Q3: 20,233 shares; 2025Q4: 20,032 shares; 2026Q1: 20,763 shares; 2026Q2: 20,353 shares; 2026Q3: 19,645 shares 19,645 $5.59M 0.37% -708 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,482 shares; 2025Q1: 240,855 shares; 2025Q2: 245,529 shares; 2025Q3: 125,837 shares; 2025Q4: 131,419 shares; 2026Q1: 138,475 shares; 2026Q2: 142,252 shares; 2026Q3: 151,225 shares 151,225 $5.58M 0.37% +8,973 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,933 shares; 2025Q4: 17,904 shares; 2026Q1: 32,277 shares; 2026Q2: 51,150 shares; 2026Q3: 84,627 shares 84,627 $5.34M 0.36% +33,477 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,809 shares; 2025Q1: 164,829 shares; 2025Q2: 140,578 shares; 2025Q3: 123,486 shares; 2025Q4: 125,858 shares; 2026Q1: 134,485 shares; 2026Q2: 139,657 shares; 2026Q3: 159,936 shares 159,936 $5.2M 0.35% +20,279 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares; 2026Q2: 1,514 shares; 2026Q3: 32,139 shares 32,139 $5.15M 0.34% +30,625 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,004 shares; 2025Q1: 42,894 shares; 2025Q2: 40,726 shares; 2025Q3: 23,616 shares; 2025Q4: 21,767 shares; 2026Q1: 21,531 shares; 2026Q2: 22,332 shares; 2026Q3: 22,054 shares 22,054 $5.14M 0.34% -278 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,831 shares; 2025Q1: 3,783 shares; 2025Q2: 3,814 shares; 2025Q3: 3,704 shares; 2025Q4: 3,731 shares; 2026Q1: 3,765 shares; 2026Q2: 4,010 shares; 2026Q3: 4,349 shares 4,349 $5.03M 0.33% +339 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,198 shares; 2025Q1: not reported; 2025Q2: 26,430 shares; 2025Q3: 47,054 shares; 2025Q4: 82,390 shares; 2026Q1: 28,029 shares; 2026Q2: 178,440 shares; 2026Q3: 192,566 shares 192,566 $4.84M 0.32% +14,126 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,529 shares; 2025Q1: 40,287 shares; 2025Q2: 41,250 shares; 2025Q3: 41,545 shares; 2025Q4: 41,606 shares; 2026Q1: 40,818 shares; 2026Q2: 46,825 shares; 2026Q3: 45,719 shares 45,719 $4.75M 0.32% -1,106 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,735 shares; 2025Q1: 67,994 shares; 2025Q2: 72,341 shares; 2025Q3: 74,665 shares; 2025Q4: 76,574 shares; 2026Q1: 79,694 shares; 2026Q2: 78,766 shares; 2026Q3: 77,097 shares 77,097 $4.57M 0.3% -1,669 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,384 shares; 2025Q1: 106,324 shares; 2025Q2: 176,369 shares; 2025Q3: 178,429 shares; 2025Q4: 112,750 shares; 2026Q1: 112,348 shares; 2026Q2: 116,937 shares; 2026Q3: 118,220 shares 118,220 $4.43M 0.29% +1,283 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,555 shares; 2025Q1: 26,220 shares; 2025Q2: 10,921 shares; 2025Q3: 10,884 shares; 2025Q4: 10,873 shares; 2026Q1: 10,743 shares; 2026Q2: 10,724 shares; 2026Q3: 10,097 shares 10,097 $4.36M 0.29% -627 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,631 shares; 2025Q1: 24,406 shares; 2025Q2: 24,354 shares; 2025Q3: 24,366 shares; 2025Q4: 23,950 shares; 2026Q1: 23,572 shares; 2026Q2: 23,497 shares; 2026Q3: 23,274 shares 23,274 $4.32M 0.29% -223 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,082 shares; 2025Q1: 23,386 shares; 2025Q2: 32,292 shares; 2025Q3: 35,355 shares; 2025Q4: 37,897 shares; 2026Q1: 43,787 shares; 2026Q2: 47,921 shares; 2026Q3: 51,209 shares 51,209 $4.25M 0.28% +3,288 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,995 shares; 2025Q1: 8,962 shares; 2025Q2: 8,949 shares; 2025Q3: 16,115 shares; 2025Q4: 16,336 shares; 2026Q1: 38,368 shares; 2026Q2: 77,904 shares; 2026Q3: 89,244 shares 89,244 $4.23M 0.28% +11,340 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,147 shares; 2025Q1: 35,820 shares; 2025Q2: 59,708 shares; 2025Q3: 62,719 shares; 2025Q4: 65,171 shares; 2026Q1: 84,003 shares; 2026Q2: 137,229 shares; 2026Q3: 189,969 shares 189,969 $4.11M 0.27% +52,740 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; 2024Q4: 15,051 shares; 2025Q1: 17,208 shares; 2025Q2: 17,405 shares; 2025Q3: 16,928 shares; 2025Q4: 16,828 shares; 2026Q1: 16,915 shares; 2026Q2: 16,888 shares; 2026Q3: 7,786 shares 7,786 $3.88M 0.26% -9,102 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,308 shares; 2025Q1: 30,665 shares; 2025Q2: 30,850 shares; 2025Q3: 31,423 shares; 2025Q4: 30,700 shares; 2026Q1: 37,637 shares; 2026Q2: 38,426 shares; 2026Q3: 39,196 shares 39,196 $3.82M 0.25% +770 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,328 shares; 2026Q2: 84,569 shares; 2026Q3: 81,621 shares 81,621 $3.76M 0.25% -2,948 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,492 shares; 2025Q1: 11,627 shares; 2025Q2: 8,915 shares; 2025Q3: 8,750 shares; 2025Q4: 8,653 shares; 2026Q1: 8,663 shares; 2026Q2: 10,784 shares; 2026Q3: 10,831 shares 10,831 $3.69M 0.25% +47 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,294 shares; 2025Q1: 69,987 shares; 2025Q2: 72,479 shares; 2025Q3: 74,801 shares; 2025Q4: 76,593 shares; 2026Q1: 83,679 shares; 2026Q2: 83,568 shares; 2026Q3: 82,146 shares 82,146 $3.65M 0.24% -1,422 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,240 shares; 2025Q1: 25,712 shares; 2025Q2: 29,457 shares; 2025Q3: 46,480 shares; 2025Q4: 51,651 shares; 2026Q1: 52,655 shares; 2026Q2: 52,945 shares; 2026Q3: 49,992 shares 49,992 $3.63M 0.24% -2,953 Timeline BLV 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; 2024Q4: 45,516 shares; 2025Q1: 47,622 shares; 2025Q2: 48,940 shares; 2025Q3: 49,979 shares; 2025Q4: 52,032 shares; 2026Q1: 57,165 shares; 2026Q2: 57,796 shares; 2026Q3: 57,583 shares 57,583 $3.61M 0.24% -213 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; 2024Q4: 22,083 shares; 2025Q1: 23,116 shares; 2025Q2: 26,375 shares; 2025Q3: 40,512 shares; 2025Q4: 45,955 shares; 2026Q1: 44,064 shares; 2026Q2: 106,050 shares; 2026Q3: 103,085 shares 103,085 $3.6M 0.24% -2,965 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,258 shares; 2025Q1: 2,944 shares; 2025Q2: 3,037 shares; 2025Q3: 3,474 shares; 2025Q4: 4,119 shares; 2026Q1: 4,361 shares; 2026Q2: 4,264 shares; 2026Q3: 4,396 shares 4,396 $3.56M 0.24% +132 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181,974 shares; 2025Q1: 184,431 shares; 2025Q2: 186,161 shares; 2025Q3: 192,629 shares; 2025Q4: 206,229 shares; 2026Q1: 209,940 shares; 2026Q2: 88,101 shares; 2026Q3: 88,747 shares 88,747 $3.56M 0.24% +646 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,695 shares; 2025Q1: 48,947 shares; 2025Q2: 49,441 shares; 2025Q3: 49,638 shares; 2025Q4: 70,817 shares; 2026Q1: 71,246 shares; 2026Q2: 75,184 shares; 2026Q3: 72,773 shares 72,773 $3.52M 0.23% -2,411 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,410 shares; 2025Q1: 153,273 shares; 2025Q2: 158,333 shares; 2025Q3: 107,028 shares; 2025Q4: 105,217 shares; 2026Q1: 71,148 shares; 2026Q2: 78,382 shares; 2026Q3: 86,724 shares 86,724 $3.48M 0.23% +8,342 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,281 shares; 2026Q1: 55,395 shares; 2026Q2: 79,995 shares; 2026Q3: 94,215 shares 94,215 $3.47M 0.23% +14,220 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,793 shares; 2025Q1: 4,167 shares; 2025Q2: 4,141 shares; 2025Q3: 4,229 shares; 2025Q4: 4,496 shares; 2026Q1: 4,776 shares; 2026Q2: 5,560 shares; 2026Q3: 5,684 shares 5,684 $3.46M 0.23% +124 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,732 shares; 2025Q4: 5,675 shares; 2026Q1: 10,352 shares; 2026Q2: 34,325 shares; 2026Q3: 34,355 shares 34,355 $3.46M 0.23% +30 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,391 shares; 2025Q1: 30,359 shares; 2025Q2: 68,388 shares; 2025Q3: 94,993 shares; 2025Q4: 98,439 shares; 2026Q1: 105,119 shares; 2026Q2: 110,104 shares; 2026Q3: 134,860 shares 134,860 $3.45M 0.23% +24,756 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 5,842 shares; 2026Q1: 6,535 shares; 2026Q2: 33,987 shares; 2026Q3: 36,630 shares 36,630 $3.39M 0.23% +2,643 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,705 shares; 2025Q1: 7,669 shares; 2025Q2: 7,497 shares; 2025Q3: 7,844 shares; 2025Q4: 8,279 shares; 2026Q1: 8,176 shares; 2026Q2: 8,955 shares; 2026Q3: 9,797 shares 9,797 $3.37M 0.22% +842 Timeline AIRR 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; 2024Q4: 18,574 shares; 2025Q1: 21,190 shares; 2025Q2: 30,614 shares; 2025Q3: 24,061 shares; 2025Q4: 25,269 shares; 2026Q1: 27,755 shares; 2026Q2: 28,676 shares; 2026Q3: 31,897 shares 31,897 $3.29M 0.22% +3,221 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,170 shares; 2025Q1: 18,700 shares; 2025Q2: 20,651 shares; 2025Q3: 21,109 shares; 2025Q4: 38,791 shares; 2026Q1: 37,961 shares; 2026Q2: 41,978 shares; 2026Q3: 66,691 shares 66,691 $3.28M 0.22% +24,713 Timeline FV 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; 2024Q4: 57,358 shares; 2025Q1: 59,762 shares; 2025Q2: 43,110 shares; 2025Q3: 43,109 shares; 2025Q4: 43,109 shares; 2026Q1: 43,109 shares; 2026Q2: 44,211 shares; 2026Q3: 43,991 shares 43,991 $3.23M 0.21% -220 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; 2024Q4: 284,575 shares; 2025Q1: 285,178 shares; 2025Q2: 294,246 shares; 2025Q3: 313,427 shares; 2025Q4: 320,816 shares; 2026Q1: 319,241 shares; 2026Q2: 335,016 shares; 2026Q3: 337,342 shares 337,342 $3.23M 0.21% +2,326 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; 2024Q4: 8,305 shares; 2025Q1: 8,408 shares; 2025Q2: 8,110 shares; 2025Q3: 8,110 shares; 2025Q4: 8,038 shares; 2026Q1: 7,883 shares; 2026Q2: 11,138 shares; 2026Q3: 86,086 shares 86,086 $3.15M 0.21% +74,948 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,744 shares; 2025Q1: 25,530 shares; 2025Q2: 28,656 shares; 2025Q3: 31,076 shares; 2025Q4: 32,639 shares; 2026Q1: 37,388 shares; 2026Q2: 40,496 shares; 2026Q3: 43,006 shares 43,006 $3.09M 0.21% +2,510 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,414 shares; 2025Q1: 21,399 shares; 2025Q2: 22,706 shares; 2025Q3: 23,110 shares; 2025Q4: 23,071 shares; 2026Q1: 23,501 shares; 2026Q2: 71,070 shares; 2026Q3: 40,892 shares 40,892 $3.08M 0.2% -30,178 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,366 shares; 2025Q1: 28,794 shares; 2025Q2: 38,018 shares; 2025Q3: 106,910 shares; 2025Q4: 80,514 shares; 2026Q1: 33,444 shares; 2026Q2: 29,997 shares; 2026Q3: 28,469 shares 28,469 $2.96M 0.2% -1,528 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,438 shares; 2025Q1: 7,234 shares; 2025Q2: 7,975 shares; 2025Q3: 8,997 shares; 2025Q4: 9,840 shares; 2026Q1: 10,073 shares; 2026Q2: 10,419 shares; 2026Q3: 18,878 shares 18,878 $2.92M 0.19% +8,459 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,707 shares; 2025Q3: 43,164 shares; 2025Q4: 47,423 shares; 2026Q1: 58,978 shares; 2026Q2: 65,876 shares; 2026Q3: 71,147 shares 71,147 $2.84M 0.19% +5,271 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,450 shares; 2025Q1: 14,980 shares; 2025Q2: 33,184 shares; 2025Q3: 35,883 shares; 2025Q4: 61,360 shares; 2026Q1: 57,342 shares; 2026Q2: 43,781 shares; 2026Q3: 34,841 shares 34,841 $2.83M 0.19% -8,940 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,379 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,287 shares; 2026Q2: 69,367 shares; 2026Q3: 75,367 shares 75,367 $2.8M 0.19% +6,000 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,395 shares; 2025Q1: 8,486 shares; 2025Q2: 9,303 shares; 2025Q3: 9,011 shares; 2025Q4: 8,043 shares; 2026Q1: 7,975 shares; 2026Q2: 8,168 shares; 2026Q3: 8,381 shares 8,381 $2.77M 0.18% +213 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,114 shares; 2026Q2: 83,981 shares; 2026Q3: 29,096 shares 29,096 $2.76M 0.18% -54,885 Timeline RSP 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; 2024Q4: 16,709 shares; 2025Q1: 5,103 shares; 2025Q2: 12,125 shares; 2025Q3: 4,963 shares; 2025Q4: 4,877 shares; 2026Q1: 4,246 shares; 2026Q2: 4,028 shares; 2026Q3: 13,271 shares 13,271 $2.76M 0.18% +9,243 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,351 shares; 2025Q2: 64,417 shares; 2025Q3: 65,406 shares; 2025Q4: 65,955 shares; 2026Q1: 66,659 shares; 2026Q2: 65,914 shares; 2026Q3: 64,658 shares 64,658 $2.66M 0.18% -1,256 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 249,323 shares 249,323 $2.64M 0.18% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,981 shares; 2025Q1: 5,588 shares; 2025Q2: 5,967 shares; 2025Q3: 5,698 shares; 2025Q4: 5,986 shares; 2026Q1: 6,020 shares; 2026Q2: 6,439 shares; 2026Q3: 7,414 shares 7,414 $2.63M 0.17% +975 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,920 shares; 2025Q1: 4,367 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 4,496 shares; 2026Q1: 4,053 shares; 2026Q2: 3,768 shares; 2026Q3: 3,617 shares 3,617 $2.62M 0.17% -151 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,721 shares; 2025Q4: 68,070 shares; 2026Q1: 90,475 shares; 2026Q2: 90,645 shares; 2026Q3: 90,429 shares 90,429 $2.4M 0.16% -216 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,148 shares; 2025Q1: 5,132 shares; 2025Q2: 7,418 shares; 2025Q3: 20,045 shares; 2025Q4: 36,307 shares; 2026Q1: 36,965 shares; 2026Q2: 37,900 shares; 2026Q3: 35,003 shares 35,003 $2.4M 0.16% -2,897 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,248 shares; 2025Q1: 3,238 shares; 2025Q2: 3,200 shares; 2025Q3: 3,258 shares; 2025Q4: 3,295 shares; 2026Q1: 3,233 shares; 2026Q2: 4,094 shares; 2026Q3: 4,075 shares 4,075 $2.32M 0.15% -19 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,447 shares; 2025Q4: 7,354 shares; 2026Q1: 20,643 shares; 2026Q2: 21,659 shares; 2026Q3: 22,714 shares 22,714 $2.3M 0.15% +1,055 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,056 shares; 2025Q1: 6,900 shares; 2025Q2: 6,851 shares; 2025Q3: 6,551 shares; 2025Q4: 6,235 shares; 2026Q1: 6,075 shares; 2026Q2: 6,448 shares; 2026Q3: 6,222 shares 6,222 $2.24M 0.15% -226 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 8,308 shares; 2025Q3: 11,503 shares; 2025Q4: 11,659 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,757 shares 5,757 $2.2M 0.15% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,245 shares; 2025Q1: 1,261 shares; 2025Q2: 21,410 shares; 2025Q3: 25,344 shares; 2025Q4: 24,975 shares; 2026Q1: 25,188 shares; 2026Q2: 24,075 shares; 2026Q3: 25,207 shares 25,207 $2.15M 0.14% +1,132 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,808 shares; 2026Q3: 96,252 shares 96,252 $2.14M 0.14% +31,444 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,629 shares; 2025Q1: 19,527 shares; 2025Q2: 43,083 shares; 2025Q3: 65,045 shares; 2025Q4: 67,318 shares; 2026Q1: 46,328 shares; 2026Q2: 46,951 shares; 2026Q3: 40,321 shares 40,321 $2.12M 0.14% -6,630 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,270 shares; 2025Q1: 261,690 shares; 2025Q2: 311,211 shares; 2025Q3: 302,781 shares; 2025Q4: 305,276 shares; 2026Q1: 297,480 shares; 2026Q2: 297,150 shares; 2026Q3: 57,932 shares 57,932 $2.1M 0.14% -239,218 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,422 shares; 2025Q1: 39,207 shares; 2025Q2: 36,651 shares; 2025Q3: 32,100 shares; 2025Q4: 32,475 shares; 2026Q1: 32,267 shares; 2026Q2: 32,080 shares; 2026Q3: 36,288 shares 36,288 $2.09M 0.14% +4,208 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,319 shares; 2025Q1: 19,680 shares; 2025Q2: 19,720 shares; 2025Q3: 19,720 shares; 2025Q4: 19,732 shares; 2026Q1: 19,081 shares; 2026Q2: 19,105 shares; 2026Q3: 18,923 shares 18,923 $2.09M 0.14% -182 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,413 shares; 2026Q3: 57,361 shares 57,361 $2.09M 0.14% +26,948 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,663 shares; 2025Q1: 1,633 shares; 2025Q2: 1,545 shares; 2025Q3: 1,536 shares; 2025Q4: 2,870 shares; 2026Q1: 1,536 shares; 2026Q2: 39,664 shares; 2026Q3: 11,690 shares 11,690 $2.08M 0.14% -27,974 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,860 shares; 2025Q1: 65,927 shares; 2025Q2: 65,449 shares; 2025Q3: 59,665 shares; 2025Q4: 60,034 shares; 2026Q1: 59,631 shares; 2026Q2: 59,395 shares; 2026Q3: 60,731 shares 60,731 $2.08M 0.14% +1,336 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,913 shares; 2025Q1: not reported; 2025Q2: 42,523 shares; 2025Q3: 40,318 shares; 2025Q4: 41,884 shares; 2026Q1: 39,279 shares; 2026Q2: 22,603 shares; 2026Q3: 25,791 shares 25,791 $2.06M 0.14% +3,188 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,780 shares; 2025Q1: 13,808 shares; 2025Q2: 12,677 shares; 2025Q3: 22,051 shares; 2025Q4: 32,193 shares; 2026Q1: 34,641 shares; 2026Q2: 38,477 shares; 2026Q3: 41,426 shares 41,426 $2.05M 0.14% +2,949 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,259 shares; 2025Q1: 3,723 shares; 2025Q2: 3,584 shares; 2025Q3: 3,870 shares; 2025Q4: 4,015 shares; 2026Q1: 3,709 shares; 2026Q2: 3,391 shares; 2026Q3: 3,307 shares 3,307 $2.02M 0.13% -84 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,092 shares; 2026Q3: 43,331 shares 43,331 $2.01M 0.13% +1,239 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,246 shares; 2026Q1: 41,389 shares; 2026Q2: 62,151 shares; 2026Q3: 81,397 shares 81,397 $2M 0.13% +19,246 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,240 shares; 2025Q1: 22,621 shares; 2025Q2: 24,719 shares; 2025Q3: 27,666 shares; 2025Q4: 28,132 shares; 2026Q1: 30,954 shares; 2026Q2: 36,192 shares; 2026Q3: 39,138 shares 39,138 $1.97M 0.13% +2,946 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,499 shares; 2025Q1: 16,989 shares; 2025Q2: 23,119 shares; 2025Q3: 24,153 shares; 2025Q4: 31,654 shares; 2026Q1: 32,262 shares; 2026Q2: 32,799 shares; 2026Q3: 33,114 shares 33,114 $1.95M 0.13% +315 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,869 shares; 2025Q1: 19,830 shares; 2025Q2: 22,253 shares; 2025Q3: 26,706 shares; 2025Q4: 27,035 shares; 2026Q1: 28,746 shares; 2026Q2: 30,944 shares; 2026Q3: 38,279 shares 38,279 $1.93M 0.13% +7,335 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,863 shares; 2025Q1: 1,858 shares; 2025Q2: 2,558 shares; 2025Q3: 2,620 shares; 2025Q4: 2,581 shares; 2026Q1: 2,686 shares; 2026Q2: 4,922 shares; 2026Q3: 5,489 shares 5,489 $1.93M 0.13% +567 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,629 shares; 2025Q1: 24,732 shares; 2025Q2: 38,006 shares; 2025Q3: 38,772 shares; 2025Q4: 41,008 shares; 2026Q1: 40,854 shares; 2026Q2: 40,196 shares; 2026Q3: 40,104 shares 40,104 $1.92M 0.13% -92 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; 2024Q4: 2,237 shares; 2025Q1: 2,323 shares; 2025Q2: 2,340 shares; 2025Q3: 2,268 shares; 2025Q4: 2,187 shares; 2026Q1: 2,132 shares; 2026Q2: 2,101 shares; 2026Q3: 2,079 shares 2,079 $1.89M 0.13% -22 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,597 shares 20,597 $1.87M 0.12% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,692 shares; 2025Q1: 34,187 shares; 2025Q2: 35,906 shares; 2025Q3: 36,310 shares; 2025Q4: 54,810 shares; 2026Q1: 51,128 shares; 2026Q2: 46,788 shares; 2026Q3: 45,900 shares 45,900 $1.86M 0.12% -888 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,824 shares; 2025Q1: 30,411 shares; 2025Q2: 30,293 shares; 2025Q3: 30,769 shares; 2025Q4: 30,568 shares; 2026Q1: 79,756 shares; 2026Q2: 81,018 shares; 2026Q3: 82,388 shares 82,388 $1.8M 0.12% +1,370 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168,084 shares; 2026Q3: 152,288 shares 152,288 $1.79M 0.12% -15,796 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,186 shares; 2026Q1: 20,691 shares; 2026Q2: 29,496 shares; 2026Q3: 46,218 shares 46,218 $1.72M 0.11% +16,722 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,030 shares; 2025Q1: 147,120 shares; 2025Q2: 71,038 shares; 2025Q3: 66,915 shares; 2025Q4: 71,753 shares; 2026Q1: 72,920 shares; 2026Q2: 79,978 shares; 2026Q3: 78,277 shares 78,277 $1.69M 0.11% -1,701 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,985 shares; 2025Q3: 24,065 shares; 2025Q4: 27,019 shares; 2026Q1: 35,314 shares; 2026Q2: 35,945 shares; 2026Q3: 37,177 shares 37,177 $1.67M 0.11% +1,232 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,994 shares; 2025Q3: 36,368 shares; 2025Q4: 54,106 shares; 2026Q1: 56,237 shares; 2026Q2: 56,320 shares; 2026Q3: 55,097 shares 55,097 $1.67M 0.11% -1,223 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,127 shares; 2025Q3: 197,721 shares; 2025Q4: 322,364 shares; 2026Q1: 78,950 shares; 2026Q2: 55,763 shares; 2026Q3: 40,543 shares 40,543 $1.66M 0.11% -15,220 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,165 shares; 2025Q1: 28,180 shares; 2025Q2: 30,193 shares; 2025Q3: 30,818 shares; 2025Q4: 31,400 shares; 2026Q1: 36,373 shares; 2026Q2: 37,530 shares; 2026Q3: 41,823 shares 41,823 $1.66M 0.11% +4,293 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,176 shares; 2025Q1: 6,344 shares; 2025Q2: 8,289 shares; 2025Q3: 8,877 shares; 2025Q4: 8,550 shares; 2026Q1: 9,581 shares; 2026Q2: 9,709 shares; 2026Q3: 10,541 shares 10,541 $1.66M 0.11% +832 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,633 shares; 2025Q1: 24,923 shares; 2025Q2: 27,851 shares; 2025Q3: 46,957 shares; 2025Q4: 35,158 shares; 2026Q1: 33,633 shares; 2026Q2: 34,882 shares; 2026Q3: 34,778 shares 34,778 $1.65M 0.11% -104 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,694 shares; 2025Q1: not reported; 2025Q2: 14,187 shares; 2025Q3: 15,917 shares; 2025Q4: 16,498 shares; 2026Q1: 19,098 shares; 2026Q2: 17,170 shares; 2026Q3: 17,191 shares 17,191 $1.64M 0.11% +21 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,017 shares; 2026Q2: 24,302 shares; 2026Q3: 32,920 shares 32,920 $1.61M 0.11% +8,618 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,337 shares; 2026Q3: 11,879 shares 11,879 $1.61M 0.11% +9,542 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,887 shares; 2025Q1: 31,839 shares; 2025Q2: 33,296 shares; 2025Q3: 35,678 shares; 2025Q4: not reported; 2026Q1: 7,721 shares; 2026Q2: 28,931 shares; 2026Q3: 39,046 shares 39,046 $1.58M 0.11% +10,115 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,699 shares 9,699 $1.58M 0.1% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,776 shares; 2025Q1: 8,158 shares; 2025Q2: 8,698 shares; 2025Q3: 8,424 shares; 2025Q4: 8,710 shares; 2026Q1: 5,484 shares; 2026Q2: 5,678 shares; 2026Q3: 5,958 shares 5,958 $1.58M 0.1% +280 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,040 shares; 2025Q1: 6,189 shares; 2025Q2: 130,195 shares; 2025Q3: 149,998 shares; 2025Q4: 155,617 shares; 2026Q1: 72,074 shares; 2026Q2: 49,675 shares; 2026Q3: 49,070 shares 49,070 $1.57M 0.1% -605 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,013 shares; 2025Q1: 33,865 shares; 2025Q2: 35,383 shares; 2025Q3: 37,631 shares; 2025Q4: 31,748 shares; 2026Q1: 32,856 shares; 2026Q2: 38,671 shares; 2026Q3: 42,138 shares 42,138 $1.57M 0.1% +3,467 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,324 shares; 2025Q1: not reported; 2025Q2: 12,927 shares; 2025Q3: 17,656 shares; 2025Q4: 12,976 shares; 2026Q1: 16,714 shares; 2026Q2: 11,681 shares; 2026Q3: 14,980 shares 14,980 $1.57M 0.1% +3,299 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,265 shares; 2025Q1: 2,801 shares; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares; 2025Q4: 2,178 shares; 2026Q1: 1,634 shares; 2026Q2: 1,329 shares; 2026Q3: 1,467 shares 1,467 $1.56M 0.1% +138 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,978 shares; 2025Q1: 1,988 shares; 2025Q2: 2,277 shares; 2025Q3: 2,358 shares; 2025Q4: 2,495 shares; 2026Q1: 2,653 shares; 2026Q2: 2,663 shares; 2026Q3: 2,800 shares 2,800 $1.54M 0.1% +137 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,698 shares; 2025Q1: 9,932 shares; 2025Q2: 9,081 shares; 2025Q3: 10,356 shares; 2025Q4: 10,052 shares; 2026Q1: 10,287 shares; 2026Q2: 10,077 shares; 2026Q3: 12,816 shares 12,816 $1.54M 0.1% +2,739 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,336 shares; 2025Q1: 12,320 shares; 2025Q2: 18,671 shares; 2025Q3: 15,593 shares; 2025Q4: 9,103 shares; 2026Q1: 9,412 shares; 2026Q2: 2,719 shares; 2026Q3: 6,854 shares 6,854 $1.52M 0.1% +4,135 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,897 shares 19,897 $1.5M 0.1% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,892 shares; 2025Q1: 9,030 shares; 2025Q2: 10,571 shares; 2025Q3: 13,750 shares; 2025Q4: 15,876 shares; 2026Q1: 16,001 shares; 2026Q2: 17,997 shares; 2026Q3: 18,642 shares 18,642 $1.49M 0.1% +645 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,754 shares; 2025Q3: 36,995 shares; 2025Q4: 39,162 shares; 2026Q1: 44,134 shares; 2026Q2: 33,851 shares; 2026Q3: 31,523 shares 31,523 $1.49M 0.1% -2,328 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,976 shares; 2025Q1: 107,656 shares; 2025Q2: 99,577 shares; 2025Q3: 86,756 shares; 2025Q4: 85,892 shares; 2026Q1: 81,553 shares; 2026Q2: 78,197 shares; 2026Q3: 68,225 shares 68,225 $1.46M 0.1% -9,972 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,560 shares; 2025Q1: 35,182 shares; 2025Q2: 52,276 shares; 2025Q3: 52,002 shares; 2025Q4: 38,173 shares; 2026Q1: 37,826 shares; 2026Q2: 48,116 shares; 2026Q3: 48,143 shares 48,143 $1.46M 0.1% +27 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,332 shares; 2025Q1: 5,236 shares; 2025Q2: 4,692 shares; 2025Q3: 4,019 shares; 2025Q4: 4,062 shares; 2026Q1: 3,977 shares; 2026Q2: 3,798 shares; 2026Q3: 7,648 shares 7,648 $1.42M 0.09% +3,850 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,703 shares; 2026Q1: 15,648 shares; 2026Q2: 15,706 shares; 2026Q3: 15,761 shares 15,761 $1.42M 0.09% +55 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,075 shares; 2026Q2: 30,137 shares; 2026Q3: 38,569 shares 38,569 $1.41M 0.09% +8,432 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 56,729 shares; 2025Q2: 52,412 shares; 2025Q3: 50,804 shares; 2025Q4: 33,412 shares; 2026Q1: 29,022 shares; 2026Q2: 24,698 shares; 2026Q3: 21,716 shares 21,716 $1.4M 0.09% -2,982 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,612 shares; 2026Q3: 9,176 shares 9,176 $1.38M 0.09% +6,564 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,541 shares 30,541 $1.38M 0.09% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,965 shares; 2025Q1: 24,790 shares; 2025Q2: 13,913 shares; 2025Q3: 13,584 shares; 2025Q4: 12,897 shares; 2026Q1: 13,886 shares; 2026Q2: 25,403 shares; 2026Q3: 25,523 shares 25,523 $1.38M 0.09% +120 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 313,986 shares; 2025Q1: 668,147 shares; 2025Q2: 714,933 shares; 2025Q3: 742,653 shares; 2025Q4: 844,578 shares; 2026Q1: 888,723 shares; 2026Q2: 889,771 shares; 2026Q3: 52,777 shares 52,777 $1.34M 0.09% -836,994 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,878 shares; 2026Q3: 11,875 shares 11,875 $1.33M 0.09% -1,003 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,150 shares; 2025Q1: 41,182 shares; 2025Q2: 42,431 shares; 2025Q3: 42,842 shares; 2025Q4: 28,348 shares; 2026Q1: 28,141 shares; 2026Q2: 29,710 shares; 2026Q3: 29,673 shares 29,673 $1.33M 0.09% -37 Timeline FDL 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; 2024Q4: 121,434 shares; 2025Q1: 273,750 shares; 2025Q2: 15,264 shares; 2025Q3: 13,600 shares; 2025Q4: 13,554 shares; 2026Q1: 13,604 shares; 2026Q2: 39,332 shares; 2026Q3: 26,970 shares 26,970 $1.32M 0.09% -12,362 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,533 shares; 2025Q2: 4,821 shares; 2025Q3: 4,130 shares; 2025Q4: 3,956 shares; 2026Q1: 8,055 shares; 2026Q2: 15,587 shares; 2026Q3: 15,950 shares 15,950 $1.31M 0.09% +363 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,669 shares; 2026Q2: 45,343 shares; 2026Q3: 68,551 shares 68,551 $1.31M 0.09% +23,208 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,135 shares; 2025Q1: 3,997 shares; 2025Q2: 4,571 shares; 2025Q3: 4,771 shares; 2025Q4: 4,837 shares; 2026Q1: 4,138 shares; 2026Q2: 4,685 shares; 2026Q3: 6,340 shares 6,340 $1.29M 0.09% +1,655 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,496 shares; 2025Q1: 6,903 shares; 2025Q2: 10,245 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,204 shares; 2026Q3: 10,660 shares 10,660 $1.28M 0.08% -2,544 Timeline FVD 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; 2024Q4: 63,663 shares; 2025Q1: 41,543 shares; 2025Q2: 35,418 shares; 2025Q3: 26,829 shares; 2025Q4: 25,110 shares; 2026Q1: 25,073 shares; 2026Q2: 27,216 shares; 2026Q3: 26,872 shares 26,872 $1.26M 0.08% -344 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,903 shares; 2026Q3: 12,925 shares 12,925 $1.24M 0.08% +6,022 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 92,123 shares; 2025Q2: 39,101 shares; 2025Q3: 35,301 shares; 2025Q4: 15,235 shares; 2026Q1: 16,092 shares; 2026Q2: 12,889 shares; 2026Q3: 13,250 shares 13,250 $1.22M 0.08% +361 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,888 shares; 2025Q1: 8,107 shares; 2025Q2: 7,901 shares; 2025Q3: 7,906 shares; 2025Q4: 6,556 shares; 2026Q1: 7,622 shares; 2026Q2: 7,907 shares; 2026Q3: 8,454 shares 8,454 $1.22M 0.08% +547 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,251 shares; 2026Q2: 18,096 shares; 2026Q3: 24,599 shares 24,599 $1.2M 0.08% +6,503 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,432 shares; 2026Q3: 106,987 shares 106,987 $1.18M 0.08% +7,555 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,306 shares; 2025Q1: not reported; 2025Q2: 61,990 shares; 2025Q3: 91,840 shares; 2025Q4: 73,635 shares; 2026Q1: 45,544 shares; 2026Q2: 28,917 shares; 2026Q3: 15,790 shares 15,790 $1.17M 0.08% -13,127 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,554 shares; 2025Q1: 35,965 shares; 2025Q2: 30,846 shares; 2025Q3: 26,873 shares; 2025Q4: 25,580 shares; 2026Q1: 25,563 shares; 2026Q2: 25,522 shares; 2026Q3: 25,335 shares 25,335 $1.15M 0.08% -187 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,722 shares; 2025Q1: 18,394 shares; 2025Q2: 45,490 shares; 2025Q3: 36,450 shares; 2025Q4: 32,968 shares; 2026Q1: 33,649 shares; 2026Q2: 15,177 shares; 2026Q3: 14,507 shares 14,507 $1.15M 0.08% -670 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,323 shares; 2026Q1: 32,996 shares; 2026Q2: 33,043 shares; 2026Q3: 33,268 shares 33,268 $1.14M 0.08% +225 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,411 shares; 2025Q1: 8,383 shares; 2025Q2: 8,455 shares; 2025Q3: 8,414 shares; 2025Q4: 8,516 shares; 2026Q1: 8,302 shares; 2026Q2: 42,143 shares; 2026Q3: 40,832 shares 40,832 $1.14M 0.08% -1,311 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,934 shares; 2025Q1: 33,197 shares; 2025Q2: 33,036 shares; 2025Q3: 32,337 shares; 2025Q4: 30,831 shares; 2026Q1: 30,831 shares; 2026Q2: 30,831 shares; 2026Q3: 30,763 shares 30,763 $1.12M 0.07% -68 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,818 shares; 2025Q1: 14,818 shares; 2025Q2: 19,143 shares; 2025Q3: 14,297 shares; 2025Q4: 14,495 shares; 2026Q1: 14,705 shares; 2026Q2: 22,249 shares; 2026Q3: 26,742 shares 26,742 $1.11M 0.07% +4,493 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; 2024Q4: 6,547 shares; 2025Q1: 6,386 shares; 2025Q2: 6,597 shares; 2025Q3: 6,501 shares; 2025Q4: 6,774 shares; 2026Q1: 6,546 shares; 2026Q2: 6,858 shares; 2026Q3: 7,601 shares 7,601 $1.1M 0.07% +743 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; 2024Q4: 37,881 shares; 2025Q1: 41,916 shares; 2025Q2: 42,219 shares; 2025Q3: 43,346 shares; 2025Q4: 40,275 shares; 2026Q1: 39,979 shares; 2026Q2: 40,434 shares; 2026Q3: 45,061 shares 45,061 $1.1M 0.07% +4,627 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,216 shares; 2025Q1: 27,825 shares; 2025Q2: 28,500 shares; 2025Q3: 28,123 shares; 2025Q4: 28,850 shares; 2026Q1: 23,061 shares; 2026Q2: 22,700 shares; 2026Q3: 23,656 shares 23,656 $1.09M 0.07% +956 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,773 shares; 2026Q2: 21,643 shares; 2026Q3: 22,047 shares 22,047 $1.08M 0.07% +404 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,834 shares; 2025Q1: 17,943 shares; 2025Q2: 20,958 shares; 2025Q3: 20,980 shares; 2025Q4: 20,668 shares; 2026Q1: 20,278 shares; 2026Q2: 21,214 shares; 2026Q3: 20,842 shares 20,842 $1.08M 0.07% -372 Timeline IBD 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; 2024Q4: 16,882 shares; 2025Q1: 17,879 shares; 2025Q2: 25,717 shares; 2025Q3: 26,991 shares; 2025Q4: 40,882 shares; 2026Q1: 42,150 shares; 2026Q2: 44,442 shares; 2026Q3: 46,522 shares 46,522 $1.07M 0.07% +2,080 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,872 shares; 2025Q1: 108,837 shares; 2025Q2: 95,925 shares; 2025Q3: 115,437 shares; 2025Q4: 114,498 shares; 2026Q1: 125,241 shares; 2026Q2: 129,146 shares; 2026Q3: 130,050 shares 130,050 $1.06M 0.07% +904 Timeline FBT 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; 2024Q4: 3,384 shares; 2025Q1: 3,384 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,240 shares; 2026Q1: 3,101 shares; 2026Q2: 3,292 shares; 2026Q3: 3,862 shares 3,862 $1.05M 0.07% +570 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,107 shares 6,107 $1.02M 0.07% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,029 shares; 2025Q1: 8,451 shares; 2025Q2: 8,193 shares; 2025Q3: 8,068 shares; 2025Q4: 7,290 shares; 2026Q1: 7,106 shares; 2026Q2: 52,297 shares; 2026Q3: 9,236 shares 9,236 $1.01M 0.07% -43,061 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,677 shares; 2026Q3: 9,778 shares 9,778 $1.01M 0.07% +101 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,979 shares; 2025Q1: 1,514 shares; 2025Q2: 1,568 shares; 2025Q3: 1,556 shares; 2025Q4: 1,532 shares; 2026Q1: 1,441 shares; 2026Q2: 1,423 shares; 2026Q3: 1,506 shares 1,506 $1.01M 0.07% +83 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,357 shares; 2026Q3: 33,639 shares 33,639 $1M 0.07% -718 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,284 shares; 2025Q1: 1,592 shares; 2025Q2: 1,573 shares; 2025Q3: 1,519 shares; 2025Q4: 1,560 shares; 2026Q1: 1,828 shares; 2026Q2: 1,941 shares; 2026Q3: 2,486 shares 2,486 $988K 0.07% +545 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,766 shares; 2026Q3: 19,657 shares 19,657 $985K 0.07% +3,891 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,729 shares; 2025Q1: 4,806 shares; 2025Q2: 4,366 shares; 2025Q3: 3,690 shares; 2025Q4: 3,476 shares; 2026Q1: 2,901 shares; 2026Q2: 3,324 shares; 2026Q3: 3,146 shares 3,146 $983K 0.07% -178 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,131 shares; 2025Q1: 22,063 shares; 2025Q2: 22,305 shares; 2025Q3: 21,701 shares; 2025Q4: 17,956 shares; 2026Q1: 17,443 shares; 2026Q2: 18,276 shares; 2026Q3: 17,301 shares 17,301 $973K 0.06% -975 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,721 shares; 2025Q3: 2,951 shares; 2025Q4: 2,993 shares; 2026Q1: 3,027 shares; 2026Q2: 3,425 shares; 2026Q3: 3,564 shares 3,564 $970K 0.06% +139 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,951 shares; 2025Q3: 31,633 shares; 2025Q4: 32,528 shares; 2026Q1: 35,094 shares; 2026Q2: 22,104 shares; 2026Q3: 21,787 shares 21,787 $958K 0.06% -317 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,325 shares; 2025Q1: 32,098 shares; 2025Q2: 53,334 shares; 2025Q3: 52,897 shares; 2025Q4: 31,487 shares; 2026Q1: 30,366 shares; 2026Q2: 27,912 shares; 2026Q3: 28,173 shares 28,173 $955K 0.06% +261 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,891 shares 9,891 $942K 0.06% new Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,470 shares; 2025Q1: 35,220 shares; 2025Q2: 36,981 shares; 2025Q3: 32,229 shares; 2025Q4: 32,579 shares; 2026Q1: 32,000 shares; 2026Q2: 33,012 shares; 2026Q3: 33,982 shares 33,982 $940K 0.06% +970 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,644 shares; 2026Q1: 48,363 shares; 2026Q2: 48,300 shares; 2026Q3: 45,809 shares 45,809 $932K 0.06% -2,491 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,422 shares; 2025Q1: 10,000 shares; 2025Q2: 13,286 shares; 2025Q3: 17,053 shares; 2025Q4: 18,388 shares; 2026Q1: 20,145 shares; 2026Q2: 21,077 shares; 2026Q3: 22,580 shares 22,580 $926K 0.06% +1,503 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,236 shares; 2025Q1: 1,647 shares; 2025Q2: 1,960 shares; 2025Q3: 1,882 shares; 2025Q4: 1,974 shares; 2026Q1: 2,038 shares; 2026Q2: 1,988 shares; 2026Q3: 1,990 shares 1,990 $908K 0.06% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,346 shares; 2025Q1: 5,070 shares; 2025Q2: 5,797 shares; 2025Q3: 5,788 shares; 2025Q4: 5,836 shares; 2026Q1: 3,571 shares; 2026Q2: 3,768 shares; 2026Q3: 3,456 shares 3,456 $904K 0.06% -312 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,436 shares; 2025Q1: 113,451 shares; 2025Q2: 103,878 shares; 2025Q3: 22,981 shares; 2025Q4: 22,907 shares; 2026Q1: 20,143 shares; 2026Q2: 20,707 shares; 2026Q3: 20,470 shares 20,470 $897K 0.06% -237 Timeline FGD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,284 shares; 2026Q3: 26,988 shares 26,988 $895K 0.06% -11,296 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,762 shares; 2026Q2: 32,624 shares; 2026Q3: 28,579 shares 28,579 $892K 0.06% -4,045 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,979 shares 16,979 $883K 0.06% new Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,996 shares; 2025Q1: 33,503 shares; 2025Q2: 20,892 shares; 2025Q3: 18,389 shares; 2025Q4: 16,517 shares; 2026Q1: 16,721 shares; 2026Q2: 16,526 shares; 2026Q3: 16,554 shares 16,554 $882K 0.06% +28 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; 2024Q4: 1,544 shares; 2025Q1: 1,627 shares; 2025Q2: 1,906 shares; 2025Q3: 2,014 shares; 2025Q4: 1,940 shares; 2026Q1: 1,930 shares; 2026Q2: 1,398 shares; 2026Q3: 1,361 shares 1,361 $874K 0.06% -37 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,459 shares; 2025Q1: 991 shares; 2025Q2: 1,084 shares; 2025Q3: 1,085 shares; 2025Q4: 1,150 shares; 2026Q1: 858 shares; 2026Q2: 858 shares; 2026Q3: 959 shares 959 $863K 0.06% +101 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; 2024Q4: 3,778 shares; 2025Q1: 2,799 shares; 2025Q2: 2,414 shares; 2025Q3: 2,392 shares; 2025Q4: 2,308 shares; 2026Q1: 1,963 shares; 2026Q2: 1,849 shares; 2026Q3: 1,684 shares 1,684 $861K 0.06% -165 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,162 shares; 2025Q1: 3,641 shares; 2025Q2: 3,715 shares; 2025Q3: 3,479 shares; 2025Q4: 3,772 shares; 2026Q1: 3,695 shares; 2026Q2: 3,684 shares; 2026Q3: 3,686 shares 3,686 $854K 0.06% +2 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; 2024Q4: 3,991 shares; 2025Q1: 7,670 shares; 2025Q2: 4,540 shares; 2025Q3: 4,541 shares; 2025Q4: 3,995 shares; 2026Q1: 4,705 shares; 2026Q2: 4,781 shares; 2026Q3: 4,973 shares 4,973 $850K 0.06% +192 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,852 shares; 2025Q4: 17,187 shares; 2026Q1: 29,934 shares; 2026Q2: 35,718 shares; 2026Q3: 36,540 shares 36,540 $849K 0.06% +822 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; 2024Q4: 7,522 shares; 2025Q1: 7,048 shares; 2025Q2: 5,699 shares; 2025Q3: 5,761 shares; 2025Q4: 5,764 shares; 2026Q1: 5,839 shares; 2026Q2: 5,871 shares; 2026Q3: 5,826 shares 5,826 $847K 0.06% -45 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,278 shares; 2025Q4: 21,161 shares; 2026Q1: 39,105 shares; 2026Q2: 39,311 shares; 2026Q3: 39,279 shares 39,279 $828K 0.06% -32 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; 2024Q4: 1,113 shares; 2025Q1: 1,336 shares; 2025Q2: 1,215 shares; 2025Q3: 1,051 shares; 2025Q4: 1,021 shares; 2026Q1: 922 shares; 2026Q2: 886 shares; 2026Q3: 869 shares 869 $826K 0.05% -17 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,297 shares; 2026Q2: 31,932 shares; 2026Q3: 41,740 shares 41,740 $824K 0.05% +9,808 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,836 shares; 2026Q3: 28,066 shares 28,066 $823K 0.05% +7,230 Timeline XLG 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; 2024Q4: 11,436 shares; 2025Q1: 10,853 shares; 2025Q2: 11,689 shares; 2025Q3: 11,820 shares; 2025Q4: 12,425 shares; 2026Q1: 11,346 shares; 2026Q2: 12,280 shares; 2026Q3: 12,852 shares 12,852 $818K 0.05% +572 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 601 shares; 2025Q3: 464 shares; 2025Q4: 3,220 shares; 2026Q1: 3,572 shares; 2026Q2: 6,240 shares; 2026Q3: 6,045 shares 6,045 $810K 0.05% -195 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,010 shares; 2025Q1: 47,253 shares; 2025Q2: 53,538 shares; 2025Q3: 57,516 shares; 2025Q4: 62,735 shares; 2026Q1: 68,063 shares; 2026Q2: 74,788 shares; 2026Q3: 77,320 shares 77,320 $803K 0.05% +2,532 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; 2024Q4: 11,519 shares; 2025Q1: 11,270 shares; 2025Q2: 12,256 shares; 2025Q3: 12,416 shares; 2025Q4: 12,667 shares; 2026Q1: 5,639 shares; 2026Q2: 6,106 shares; 2026Q3: 7,332 shares 7,332 $789K 0.05% +1,226 Timeline PTL 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; 2024Q4: not reported; 2025Q1: 3,692 shares; 2025Q2: 3,497 shares; 2025Q3: 3,438 shares; 2025Q4: 2,879 shares; 2026Q1: 2,789 shares; 2026Q2: 2,844 shares; 2026Q3: 2,899 shares 2,899 $789K 0.05% +55 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,640 shares 6,640 $782K 0.05% new Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,176 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,558 shares; 2026Q1: 16,558 shares; 2026Q2: 16,558 shares; 2026Q3: 16,223 shares 16,223 $779K 0.05% -335 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,071 shares; 2026Q2: 12,794 shares; 2026Q3: 25,126 shares 25,126 $778K 0.05% +12,332 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,163 shares; 2025Q2: 13,875 shares; 2025Q3: 13,343 shares; 2025Q4: 12,400 shares; 2026Q1: 18,139 shares; 2026Q2: 18,585 shares; 2026Q3: 19,091 shares 19,091 $777K 0.05% +506 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,696 shares; 2025Q2: not reported; 2025Q3: 21,696 shares; 2025Q4: 21,452 shares; 2026Q1: 21,597 shares; 2026Q2: 21,597 shares; 2026Q3: 20,981 shares 20,981 $762K 0.05% -616 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,751 shares; 2025Q1: 15,146 shares; 2025Q2: 17,738 shares; 2025Q3: 18,409 shares; 2025Q4: 18,807 shares; 2026Q1: 20,232 shares; 2026Q2: 12,830 shares; 2026Q3: 15,004 shares 15,004 $762K 0.05% +2,174 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,993 shares; 2025Q1: 29,328 shares; 2025Q2: 35,732 shares; 2025Q3: 36,928 shares; 2025Q4: 39,663 shares; 2026Q1: 44,144 shares; 2026Q2: 48,956 shares; 2026Q3: 53,935 shares 53,935 $757K 0.05% +4,979 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,660 shares; 2025Q1: 3,709 shares; 2025Q2: 2,962 shares; 2025Q3: 2,622 shares; 2025Q4: 2,738 shares; 2026Q1: 2,764 shares; 2026Q2: 2,582 shares; 2026Q3: 2,562 shares 2,562 $756K 0.05% -20 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,822 shares; 2025Q1: 5,092 shares; 2025Q2: 5,189 shares; 2025Q3: 4,796 shares; 2025Q4: 4,445 shares; 2026Q1: 4,465 shares; 2026Q2: 9,166 shares; 2026Q3: 9,407 shares 9,407 $753K 0.05% +241 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,158 shares; 2025Q1: 17,755 shares; 2025Q2: 17,835 shares; 2025Q3: 17,405 shares; 2025Q4: 17,406 shares; 2026Q1: 8,456 shares; 2026Q2: 4,965 shares; 2026Q3: 2,214 shares 2,214 $748K 0.05% -2,751 Timeline ESLG STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,440 shares; 2026Q1: 24,981 shares; 2026Q2: 25,977 shares; 2026Q3: 26,243 shares 26,243 $745K 0.05% +266 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,141 shares; 2025Q3: 17,131 shares; 2025Q4: 9,352 shares; 2026Q1: 12,888 shares; 2026Q2: 13,882 shares; 2026Q3: 20,091 shares 20,091 $744K 0.05% +6,209 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,984 shares; 2025Q1: 3,747 shares; 2025Q2: 3,649 shares; 2025Q3: 3,678 shares; 2025Q4: 3,937 shares; 2026Q1: 4,351 shares; 2026Q2: 4,492 shares; 2026Q3: 4,826 shares 4,826 $744K 0.05% +334 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,563 shares; 2025Q1: 1,775 shares; 2025Q2: 1,987 shares; 2025Q3: 4,067 shares; 2025Q4: 4,323 shares; 2026Q1: 1,989 shares; 2026Q2: 1,943 shares; 2026Q3: 1,950 shares 1,950 $743K 0.05% +7 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,389 shares; 2025Q1: 13,850 shares; 2025Q2: 14,076 shares; 2025Q3: 18,457 shares; 2025Q4: 17,554 shares; 2026Q1: 9,129 shares; 2026Q2: 10,238 shares; 2026Q3: 9,437 shares 9,437 $737K 0.05% -801 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,854 shares; 2025Q4: 3,182 shares; 2026Q1: 2,973 shares; 2026Q2: 3,438 shares; 2026Q3: 3,939 shares 3,939 $737K 0.05% +501 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21,337 shares 21,337 $736K 0.05% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,061 shares; 2025Q1: 7,992 shares; 2025Q2: 8,648 shares; 2025Q3: 9,266 shares; 2025Q4: 8,478 shares; 2026Q1: 6,606 shares; 2026Q2: 6,644 shares; 2026Q3: 8,512 shares 8,512 $733K 0.05% +1,868 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,258 shares; 2026Q1: 2,316 shares; 2026Q2: 7,705 shares; 2026Q3: 8,174 shares 8,174 $732K 0.05% +469 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 3,305 shares; 2025Q4: 3,269 shares; 2026Q1: 3,327 shares; 2026Q2: 7,429 shares; 2026Q3: 7,994 shares 7,994 $727K 0.05% +565 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,860 shares; 2025Q1: 57,429 shares; 2025Q2: 11,089 shares; 2025Q3: 5,746 shares; 2025Q4: 6,511 shares; 2026Q1: 6,797 shares; 2026Q2: 7,682 shares; 2026Q3: 8,015 shares 8,015 $716K 0.05% +333 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,762 shares; 2025Q1: 6,511 shares; 2025Q2: 6,440 shares; 2025Q3: 6,522 shares; 2025Q4: 5,868 shares; 2026Q1: 5,856 shares; 2026Q2: 5,919 shares; 2026Q3: 5,249 shares 5,249 $714K 0.05% -670 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 673 shares; 2025Q2: 845 shares; 2025Q3: 960 shares; 2025Q4: 1,224 shares; 2026Q1: 1,226 shares; 2026Q2: 1,404 shares; 2026Q3: 1,400 shares 1,400 $707K 0.05% -4 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,376 shares; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,707 shares; 2026Q2: 3,214 shares; 2026Q3: 3,466 shares 3,466 $706K 0.05% +252 Timeline RSPH 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; 2024Q4: 25,475 shares; 2025Q1: 25,750 shares; 2025Q2: 25,025 shares; 2025Q3: 24,715 shares; 2025Q4: 20,978 shares; 2026Q1: 19,576 shares; 2026Q2: 18,979 shares; 2026Q3: 18,801 shares 18,801 $696K 0.05% -178 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,919 shares; 2026Q1: 3,908 shares; 2026Q2: 3,998 shares; 2026Q3: 8,095 shares 8,095 $681K 0.05% +4,097 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,910 shares; 2026Q2: 18,332 shares; 2026Q3: 19,713 shares 19,713 $677K 0.04% +1,381 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,307 shares; 2025Q3: 6,850 shares; 2025Q4: 7,597 shares; 2026Q1: 11,430 shares; 2026Q2: 14,402 shares; 2026Q3: 14,939 shares 14,939 $669K 0.04% +537 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 916 shares; 2025Q1: 903 shares; 2025Q2: 910 shares; 2025Q3: 863 shares; 2025Q4: 860 shares; 2026Q1: 751 shares; 2026Q2: 1,069 shares; 2026Q3: 1,304 shares 1,304 $664K 0.04% +235 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,476 shares; 2025Q1: 2,314 shares; 2025Q2: 2,307 shares; 2025Q3: 2,373 shares; 2025Q4: 2,330 shares; 2026Q1: 2,010 shares; 2026Q2: 2,039 shares; 2026Q3: 2,331 shares 2,331 $663K 0.04% +292 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,702 shares; 2025Q1: 1,686 shares; 2025Q2: 1,714 shares; 2025Q3: 1,706 shares; 2025Q4: not reported; 2026Q1: 9,927 shares; 2026Q2: 12,573 shares; 2026Q3: 14,675 shares 14,675 $663K 0.04% +2,102 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,188 shares; 2025Q1: 11,269 shares; 2025Q2: 11,009 shares; 2025Q3: 10,943 shares; 2025Q4: 10,923 shares; 2026Q1: 11,015 shares; 2026Q2: 11,300 shares; 2026Q3: 11,386 shares 11,386 $659K 0.04% +86 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: 1,374 shares; 2025Q4: 1,370 shares; 2026Q1: not reported; 2026Q2: 1,037 shares; 2026Q3: 2,353 shares 2,353 $659K 0.04% +1,316 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,499 shares; 2026Q1: 9,571 shares; 2026Q2: 12,780 shares; 2026Q3: 16,510 shares 16,510 $659K 0.04% +3,730 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,111 shares; 2025Q4: 13,445 shares; 2026Q1: 13,417 shares; 2026Q2: 13,417 shares; 2026Q3: 13,450 shares 13,450 $657K 0.04% +33 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,002 shares; 2026Q1: 16,764 shares; 2026Q2: 16,855 shares; 2026Q3: 16,918 shares 16,918 $657K 0.04% +63 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares; 2026Q3: 1,384 shares 1,384 $657K 0.04% +649 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,141 shares; 2025Q1: 2,246 shares; 2025Q2: 2,166 shares; 2025Q3: 2,333 shares; 2025Q4: 2,537 shares; 2026Q1: 2,550 shares; 2026Q2: 3,114 shares; 2026Q3: 3,138 shares 3,138 $651K 0.04% +24 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,406 shares; 2025Q1: 6,916 shares; 2025Q2: 6,757 shares; 2025Q3: 6,587 shares; 2025Q4: 6,167 shares; 2026Q1: 6,184 shares; 2026Q2: 6,869 shares; 2026Q3: 15,498 shares 15,498 $650K 0.04% +8,629 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,381 shares; 2025Q1: 2,123 shares; 2025Q2: not reported; 2025Q3: 3,467 shares; 2025Q4: 3,399 shares; 2026Q1: 2,368 shares; 2026Q2: 3,412 shares; 2026Q3: 5,192 shares 5,192 $650K 0.04% +1,780 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,609 shares; 2025Q1: 2,610 shares; 2025Q2: 3,519 shares; 2025Q3: 3,863 shares; 2025Q4: 3,925 shares; 2026Q1: 3,811 shares; 2026Q2: 3,543 shares; 2026Q3: 3,517 shares 3,517 $646K 0.04% -26 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,805 shares 7,805 $633K 0.04% 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; 2024Q4: 9,032 shares; 2025Q1: 19,689 shares; 2025Q2: 20,850 shares; 2025Q3: 20,434 shares; 2025Q4: 23,575 shares; 2026Q1: 23,345 shares; 2026Q2: 17,495 shares; 2026Q3: 17,593 shares 17,593 $632K 0.04% +98 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,693 shares; 2026Q1: 14,739 shares; 2026Q2: 15,821 shares; 2026Q3: 17,153 shares 17,153 $625K 0.04% +1,332 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,547 shares; 2025Q1: 7,210 shares; 2025Q2: 8,726 shares; 2025Q3: 9,578 shares; 2025Q4: 9,837 shares; 2026Q1: 11,447 shares; 2026Q2: 11,918 shares; 2026Q3: 12,364 shares 12,364 $624K 0.04% +446 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,864 shares; 2025Q3: 9,820 shares; 2025Q4: 7,321 shares; 2026Q1: 6,216 shares; 2026Q2: 9,865 shares; 2026Q3: 10,958 shares 10,958 $621K 0.04% +1,093 Timeline ACYN 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,751 shares 29,751 $621K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,730 shares; 2025Q1: 1,551 shares; 2025Q2: 1,545 shares; 2025Q3: 1,553 shares; 2025Q4: 1,562 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares; 2026Q3: 1,526 shares 1,526 $621K 0.04% +21 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; 2024Q4: 10,071 shares; 2025Q1: 11,184 shares; 2025Q2: 11,111 shares; 2025Q3: 10,496 shares; 2025Q4: 11,713 shares; 2026Q1: 13,579 shares; 2026Q2: 13,561 shares; 2026Q3: 13,584 shares 13,584 $619K 0.04% +23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 833 shares; 2026Q3: 1,804 shares 1,804 $599K 0.04% +971 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,213 shares; 2025Q1: 3,942 shares; 2025Q2: 4,484 shares; 2025Q3: 4,116 shares; 2025Q4: 3,829 shares; 2026Q1: 3,681 shares; 2026Q2: 3,665 shares; 2026Q3: 3,839 shares 3,839 $596K 0.04% +174 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,444 shares; 2025Q1: 17,038 shares; 2025Q2: 18,296 shares; 2025Q3: 16,643 shares; 2025Q4: 14,148 shares; 2026Q1: 13,082 shares; 2026Q2: 12,632 shares; 2026Q3: 12,632 shares 12,632 $594K 0.04% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,351 shares; 2025Q1: 11,361 shares; 2025Q2: 11,808 shares; 2025Q3: 16,841 shares; 2025Q4: 21,084 shares; 2026Q1: 16,038 shares; 2026Q2: 13,408 shares; 2026Q3: 10,328 shares 10,328 $593K 0.04% -3,080 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; 2024Q4: 2,328 shares; 2025Q1: 2,330 shares; 2025Q2: 2,753 shares; 2025Q3: 2,854 shares; 2025Q4: 2,855 shares; 2026Q1: 2,819 shares; 2026Q2: 2,803 shares; 2026Q3: 3,098 shares 3,098 $591K 0.04% +295 Timeline FTSM 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; 2024Q4: 35,721 shares; 2025Q1: 35,641 shares; 2025Q2: 49,724 shares; 2025Q3: 22,361 shares; 2025Q4: 8,370 shares; 2026Q1: 8,370 shares; 2026Q2: 8,290 shares; 2026Q3: 9,890 shares 9,890 $589K 0.04% +1,600 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,920 shares; 2026Q2: 27,520 shares; 2026Q3: 12,404 shares 12,404 $588K 0.04% -15,116 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,473 shares; 2025Q1: 11,085 shares; 2025Q2: 11,256 shares; 2025Q3: 11,260 shares; 2025Q4: 11,024 shares; 2026Q1: 10,943 shares; 2026Q2: 10,594 shares; 2026Q3: 10,595 shares 10,595 $583K 0.04% +1 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,228 shares; 2025Q1: 45,080 shares; 2025Q2: 24,963 shares; 2025Q3: 20,778 shares; 2025Q4: 15,670 shares; 2026Q1: 14,057 shares; 2026Q2: 13,077 shares; 2026Q3: 12,819 shares 12,819 $580K 0.04% -258 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; 2024Q4: 2,654 shares; 2025Q1: 2,200 shares; 2025Q2: 2,517 shares; 2025Q3: 2,218 shares; 2025Q4: 2,165 shares; 2026Q1: 1,701 shares; 2026Q2: 1,662 shares; 2026Q3: 1,458 shares 1,458 $577K 0.04% -204 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,172 shares; 2025Q1: 2,159 shares; 2025Q2: 2,389 shares; 2025Q3: 2,406 shares; 2025Q4: 2,472 shares; 2026Q1: 2,429 shares; 2026Q2: 2,377 shares; 2026Q3: 2,585 shares 2,585 $568K 0.04% +208 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,584 shares; 2025Q1: 13,238 shares; 2025Q2: 14,330 shares; 2025Q3: 14,392 shares; 2025Q4: 14,463 shares; 2026Q1: 8,573 shares; 2026Q2: 9,964 shares; 2026Q3: 10,429 shares 10,429 $568K 0.04% +465 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,094 shares; 2025Q3: 9,978 shares; 2025Q4: 7,850 shares; 2026Q1: 12,084 shares; 2026Q2: 12,078 shares; 2026Q3: 11,756 shares 11,756 $567K 0.04% -322 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,529 shares; 2025Q2: 5,705 shares; 2025Q3: 6,860 shares; 2025Q4: 6,992 shares; 2026Q1: 7,097 shares; 2026Q2: 7,717 shares; 2026Q3: 8,063 shares 8,063 $566K 0.04% +346 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,309 shares; 2025Q3: 15,935 shares; 2025Q4: 16,240 shares; 2026Q1: 19,728 shares; 2026Q2: 22,899 shares; 2026Q3: 24,258 shares 24,258 $566K 0.04% +1,359 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,867 shares; 2025Q1: 11,434 shares; 2025Q2: 10,911 shares; 2025Q3: 9,556 shares; 2025Q4: 9,673 shares; 2026Q1: 10,049 shares; 2026Q2: 10,227 shares; 2026Q3: 10,974 shares 10,974 $560K 0.04% +747 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 811 shares; 2025Q1: 891 shares; 2025Q2: 825 shares; 2025Q3: 782 shares; 2025Q4: 8,288 shares; 2026Q1: 9,390 shares; 2026Q2: 7,985 shares; 2026Q3: 8,037 shares 8,037 $559K 0.04% +52 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares; 2026Q3: 1,231 shares 1,231 $556K 0.04% +669 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: 5,386 shares; 2025Q4: 5,569 shares; 2026Q1: 5,702 shares; 2026Q2: 5,007 shares; 2026Q3: 5,641 shares 5,641 $556K 0.04% +634 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,444 shares; 2026Q3: 12,364 shares 12,364 $553K 0.04% +3,920 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,890 shares; 2025Q1: 6,890 shares; 2025Q2: 11,448 shares; 2025Q3: 11,741 shares; 2025Q4: 11,777 shares; 2026Q1: 11,674 shares; 2026Q2: 11,301 shares; 2026Q3: 11,440 shares 11,440 $552K 0.04% +139 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,308 shares; 2025Q1: 11,323 shares; 2025Q2: 11,641 shares; 2025Q3: 11,658 shares; 2025Q4: 11,674 shares; 2026Q1: 11,890 shares; 2026Q2: 12,075 shares; 2026Q3: 12,093 shares 12,093 $549K 0.04% +18 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,857 shares; 2025Q1: 1,977 shares; 2025Q2: 2,432 shares; 2025Q3: 2,664 shares; 2025Q4: 3,031 shares; 2026Q1: 3,031 shares; 2026Q2: 3,361 shares; 2026Q3: 3,345 shares 3,345 $548K 0.04% -16 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,084 shares; 2025Q1: 5,769 shares; 2025Q2: 7,469 shares; 2025Q3: 8,007 shares; 2025Q4: 9,054 shares; 2026Q1: 9,493 shares; 2026Q2: 10,099 shares; 2026Q3: 11,557 shares 11,557 $547K 0.04% +1,458 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,420 shares; 2025Q1: 3,120 shares; 2025Q2: 2,879 shares; 2025Q3: 5,381 shares; 2025Q4: 5,322 shares; 2026Q1: 2,654 shares; 2026Q2: 2,582 shares; 2026Q3: 2,619 shares 2,619 $543K 0.04% +37 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,137 shares; 2025Q1: 13,547 shares; 2025Q2: 14,584 shares; 2025Q3: 14,765 shares; 2025Q4: 16,379 shares; 2026Q1: 17,072 shares; 2026Q2: 16,524 shares; 2026Q3: 17,564 shares 17,564 $537K 0.04% +1,040 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,358 shares; 2025Q1: 6,770 shares; 2025Q2: 8,629 shares; 2025Q3: 9,725 shares; 2025Q4: 13,711 shares; 2026Q1: 13,711 shares; 2026Q2: 19,298 shares; 2026Q3: 19,586 shares 19,586 $534K 0.04% +288 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,616 shares; 2025Q2: 3,650 shares; 2025Q3: 3,834 shares; 2025Q4: 4,096 shares; 2026Q1: 4,177 shares; 2026Q2: 4,240 shares; 2026Q3: 4,154 shares 4,154 $526K 0.04% -86 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,697 shares; 2025Q4: 269,725 shares; 2026Q1: 16,618 shares; 2026Q2: 12,846 shares; 2026Q3: 12,100 shares 12,100 $524K 0.03% -746 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 402 shares; 2025Q1: 324 shares; 2025Q2: 323 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 319 shares; 2026Q2: 311 shares; 2026Q3: 303 shares 303 $524K 0.03% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,934 shares 11,934 $521K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,833 shares; 2025Q1: 5,831 shares; 2025Q2: 5,249 shares; 2025Q3: 5,149 shares; 2025Q4: 5,149 shares; 2026Q1: 4,950 shares; 2026Q2: 4,894 shares; 2026Q3: 4,925 shares 4,925 $517K 0.03% +31 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,634 shares; 2025Q3: 9,075 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,657 shares; 2026Q3: 14,655 shares 14,655 $511K 0.03% -1,002 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,203 shares; 2025Q1: 6,931 shares; 2025Q2: 7,774 shares; 2025Q3: 8,405 shares; 2025Q4: 7,966 shares; 2026Q1: 8,002 shares; 2026Q2: 8,593 shares; 2026Q3: 8,869 shares 8,869 $505K 0.03% +276 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,326 shares; 2025Q2: 8,179 shares; 2025Q3: 3,490 shares; 2025Q4: 3,577 shares; 2026Q1: 4,842 shares; 2026Q2: 5,295 shares; 2026Q3: 5,212 shares 5,212 $505K 0.03% -83 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,242 shares; 2025Q1: not reported; 2025Q2: 6,865 shares; 2025Q3: 7,326 shares; 2025Q4: 7,197 shares; 2026Q1: 7,732 shares; 2026Q2: 7,538 shares; 2026Q3: 7,588 shares 7,588 $504K 0.03% +50 Timeline PWV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,184 shares; 2026Q1: 6,238 shares; 2026Q2: 7,280 shares; 2026Q3: 6,596 shares 6,596 $503K 0.03% -684 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,174 shares; 2026Q3: 9,892 shares 9,892 $503K 0.03% +2,718 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,499 shares; 2025Q1: 11,498 shares; 2025Q2: 13,036 shares; 2025Q3: 13,365 shares; 2025Q4: 12,667 shares; 2026Q1: 11,459 shares; 2026Q2: 5,456 shares; 2026Q3: 5,643 shares 5,643 $503K 0.03% +187 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,262 shares; 2025Q1: 1,093 shares; 2025Q2: 1,239 shares; 2025Q3: 1,232 shares; 2025Q4: 1,218 shares; 2026Q1: 1,241 shares; 2026Q2: 1,399 shares; 2026Q3: 2,173 shares 2,173 $502K 0.03% +774 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,819 shares; 2025Q1: 2,769 shares; 2025Q2: 2,999 shares; 2025Q3: 3,038 shares; 2025Q4: 3,410 shares; 2026Q1: 3,552 shares; 2026Q2: 3,312 shares; 2026Q3: 4,270 shares 4,270 $487K 0.03% +958 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,130 shares; 2026Q1: 22,272 shares; 2026Q2: 21,150 shares; 2026Q3: 22,968 shares 22,968 $486K 0.03% +1,818 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,420 shares; 2026Q3: 4,989 shares 4,989 $485K 0.03% +569 Timeline GINC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,956 shares 9,956 $484K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 3,664 shares; 2025Q3: 3,629 shares; 2025Q4: 3,629 shares; 2026Q1: 3,629 shares; 2026Q2: 3,667 shares; 2026Q3: 3,667 shares 3,667 $477K 0.03% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,627 shares; 2025Q3: 14,615 shares; 2025Q4: 14,989 shares; 2026Q1: 16,215 shares; 2026Q2: 20,705 shares; 2026Q3: 19,653 shares 19,653 $473K 0.03% -1,052 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,188 shares; 2025Q3: 10,527 shares; 2025Q4: 11,345 shares; 2026Q1: 10,905 shares; 2026Q2: 15,935 shares; 2026Q3: 17,501 shares 17,501 $473K 0.03% +1,566 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,207 shares; 2025Q1: 2,262 shares; 2025Q2: 12,555 shares; 2025Q3: 2,238 shares; 2025Q4: 928 shares; 2026Q1: 937 shares; 2026Q2: 1,416 shares; 2026Q3: 1,429 shares 1,429 $471K 0.03% +13 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,943 shares; 2025Q1: not reported; 2025Q2: 7,584 shares; 2025Q3: 8,596 shares; 2025Q4: 8,868 shares; 2026Q1: 9,124 shares; 2026Q2: 9,417 shares; 2026Q3: 9,076 shares 9,076 $470K 0.03% -341 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,581 shares; 2026Q3: 10,244 shares 10,244 $469K 0.03% +2,663 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 111,446 shares 111,446 $468K 0.03% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,888 shares; 2025Q1: 13,786 shares; 2025Q2: 12,209 shares; 2025Q3: 12,142 shares; 2025Q4: 12,923 shares; 2026Q1: 13,143 shares; 2026Q2: 12,834 shares; 2026Q3: 16,288 shares 16,288 $465K 0.03% +3,454 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,507 shares; 2026Q3: 13,653 shares 13,653 $464K 0.03% +4,146 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,392 shares; 2025Q1: 1,393 shares; 2025Q2: 1,358 shares; 2025Q3: 1,358 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares; 2026Q2: 1,347 shares; 2026Q3: 1,318 shares 1,318 $464K 0.03% -29 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,218 shares; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 3,092 shares; 2026Q1: 3,593 shares; 2026Q2: 3,689 shares; 2026Q3: 3,812 shares 3,812 $462K 0.03% +123 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,198 shares; 2026Q1: 8,929 shares; 2026Q2: 8,770 shares; 2026Q3: 8,770 shares 8,770 $462K 0.03% 0 Timeline RSPS 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; 2024Q4: 27,816 shares; 2025Q1: 25,530 shares; 2025Q2: 24,421 shares; 2025Q3: 21,310 shares; 2025Q4: 20,508 shares; 2026Q1: 17,303 shares; 2026Q2: 16,922 shares; 2026Q3: 15,990 shares 15,990 $459K 0.03% -932 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 766 shares; 2025Q2: 782 shares; 2025Q3: 840 shares; 2025Q4: 810 shares; 2026Q1: 555 shares; 2026Q2: 893 shares; 2026Q3: 946 shares 946 $458K 0.03% +53 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; 2024Q4: 2,455 shares; 2025Q1: 2,431 shares; 2025Q2: 2,760 shares; 2025Q3: 2,742 shares; 2025Q4: 2,742 shares; 2026Q1: 2,444 shares; 2026Q2: 2,708 shares; 2026Q3: 2,942 shares 2,942 $456K 0.03% +234 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,928 shares; 2026Q3: 8,940 shares 8,940 $451K 0.03% +12 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; 2024Q4: 3,836 shares; 2025Q1: 3,936 shares; 2025Q2: 4,016 shares; 2025Q3: 4,221 shares; 2025Q4: 4,227 shares; 2026Q1: 4,233 shares; 2026Q2: 4,239 shares; 2026Q3: 6,645 shares 6,645 $447K 0.03% +2,406 Timeline RDVI 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; 2024Q4: 18,299 shares; 2025Q1: 17,799 shares; 2025Q2: 16,744 shares; 2025Q3: 16,444 shares; 2025Q4: 16,444 shares; 2026Q1: 16,444 shares; 2026Q2: 15,974 shares; 2026Q3: 15,976 shares 15,976 $445K 0.03% +2 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,762 shares; 2025Q1: 2,343 shares; 2025Q2: 2,215 shares; 2025Q3: 2,212 shares; 2025Q4: 2,259 shares; 2026Q1: 2,283 shares; 2026Q2: 2,277 shares; 2026Q3: 3,233 shares 3,233 $444K 0.03% +956 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,960 shares; 2026Q2: 8,862 shares; 2026Q3: 8,762 shares 8,762 $436K 0.03% -100 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,640 shares; 2025Q1: 7,641 shares; 2025Q2: 7,641 shares; 2025Q3: 8,641 shares; 2025Q4: 8,588 shares; 2026Q1: 8,341 shares; 2026Q2: 8,937 shares; 2026Q3: 8,936 shares 8,936 $436K 0.03% -1 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,532 shares; 2025Q1: 32,770 shares; 2025Q2: 34,266 shares; 2025Q3: 37,302 shares; 2025Q4: 38,210 shares; 2026Q1: 39,712 shares; 2026Q2: 40,378 shares; 2026Q3: 9,300 shares 9,300 $432K 0.03% -31,078 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,863 shares; 2025Q1: 19,585 shares; 2025Q2: 19,588 shares; 2025Q3: 16,005 shares; 2025Q4: 14,843 shares; 2026Q1: 13,867 shares; 2026Q2: 13,867 shares; 2026Q3: 13,259 shares 13,259 $429K 0.03% -608 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,726 shares; 2025Q1: 18,088 shares; 2025Q2: 19,983 shares; 2025Q3: 20,628 shares; 2025Q4: 20,302 shares; 2026Q1: 11,988 shares; 2026Q2: 11,920 shares; 2026Q3: 12,033 shares 12,033 $428K 0.03% +113 Timeline QBSF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,497 shares 15,497 $426K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,014 shares; 2026Q3: 10,078 shares 10,078 $424K 0.03% +64 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,788 shares; 2025Q3: 4,686 shares; 2025Q4: 5,121 shares; 2026Q1: 5,821 shares; 2026Q2: 7,813 shares; 2026Q3: 8,396 shares 8,396 $423K 0.03% +583 Timeline FIW 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; 2024Q4: 11,885 shares; 2025Q1: 12,790 shares; 2025Q2: 4,969 shares; 2025Q3: 5,958 shares; 2025Q4: 5,819 shares; 2026Q1: 6,338 shares; 2026Q2: 6,244 shares; 2026Q3: 4,061 shares 4,061 $421K 0.03% -2,183 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,274 shares; 2025Q3: 6,483 shares; 2025Q4: 7,087 shares; 2026Q1: 8,064 shares; 2026Q2: 10,465 shares; 2026Q3: 11,260 shares 11,260 $421K 0.03% +795 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,966 shares; 2025Q1: 146,811 shares; 2025Q2: 155,416 shares; 2025Q3: 157,065 shares; 2025Q4: 167,646 shares; 2026Q1: 170,459 shares; 2026Q2: 163,225 shares; 2026Q3: 4,189 shares 4,189 $421K 0.03% -159,036 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,937 shares; 2025Q1: 19,850 shares; 2025Q2: 25,510 shares; 2025Q3: 20,787 shares; 2025Q4: 21,416 shares; 2026Q1: 21,548 shares; 2026Q2: 21,685 shares; 2026Q3: 22,670 shares 22,670 $421K 0.03% +985 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,289 shares; 2025Q1: 24,296 shares; 2025Q2: 33,273 shares; 2025Q3: 34,410 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,816 shares 25,816 $420K 0.03% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,940 shares; 2025Q1: 3,865 shares; 2025Q2: 3,869 shares; 2025Q3: 3,873 shares; 2025Q4: 3,940 shares; 2026Q1: 3,933 shares; 2026Q2: 3,930 shares; 2026Q3: 3,920 shares 3,920 $419K 0.03% -10 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,404 shares; 2025Q1: 11,416 shares; 2025Q2: 11,510 shares; 2025Q3: 11,194 shares; 2025Q4: 10,496 shares; 2026Q1: 10,066 shares; 2026Q2: 10,072 shares; 2026Q3: 7,636 shares 7,636 $419K 0.03% -2,436 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: 5,121 shares; 2026Q1: 5,903 shares; 2026Q2: 8,066 shares; 2026Q3: 8,959 shares 8,959 $418K 0.03% +893 Timeline FTCS 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; 2024Q4: 5,029 shares; 2025Q1: 4,993 shares; 2025Q2: 4,438 shares; 2025Q3: 3,946 shares; 2025Q4: 3,864 shares; 2026Q1: 3,994 shares; 2026Q2: 4,592 shares; 2026Q3: 4,448 shares 4,448 $417K 0.03% -144 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,107 shares; 2026Q3: 6,378 shares 6,378 $412K 0.03% +271 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,032 shares; 2025Q1: 32,043 shares; 2025Q2: 11,032 shares; 2025Q3: 11,157 shares; 2025Q4: 10,944 shares; 2026Q1: 10,944 shares; 2026Q2: 10,944 shares; 2026Q3: 12,130 shares 12,130 $411K 0.03% +1,186 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,058 shares; 2025Q1: 5,121 shares; 2025Q2: 7,261 shares; 2025Q3: 8,538 shares; 2025Q4: 8,483 shares; 2026Q1: 8,071 shares; 2026Q2: 7,902 shares; 2026Q3: 7,756 shares 7,756 $410K 0.03% -146 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; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,794 shares 5,794 $408K 0.03% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,856 shares; 2025Q4: 23,476 shares; 2026Q1: 4,631 shares; 2026Q2: 6,537 shares; 2026Q3: 6,704 shares 6,704 $408K 0.03% +167 Timeline KNG 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; 2024Q4: 6,077 shares; 2025Q1: 6,250 shares; 2025Q2: 5,412 shares; 2025Q3: 5,436 shares; 2025Q4: 6,886 shares; 2026Q1: 6,921 shares; 2026Q2: 8,099 shares; 2026Q3: 8,475 shares 8,475 $408K 0.03% +376 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,086 shares; 2026Q1: 13,615 shares; 2026Q2: 13,924 shares; 2026Q3: 14,164 shares 14,164 $406K 0.03% +240 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,289 shares; 2025Q1: 8,429 shares; 2025Q2: 7,159 shares; 2025Q3: 11,011 shares; 2025Q4: 12,683 shares; 2026Q1: 12,837 shares; 2026Q2: 13,949 shares; 2026Q3: 14,734 shares 14,734 $405K 0.03% +785 Timeline FMF 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,566 shares; 2026Q1: 7,702 shares; 2026Q2: 7,874 shares; 2026Q3: 7,716 shares 7,716 $403K 0.03% -158 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,950 shares; 2026Q3: 2,720 shares 2,720 $403K 0.03% -230 Timeline ESIM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,535 shares; 2026Q3: 14,064 shares 14,064 $403K 0.03% +529 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,842 shares; 2025Q4: 4,272 shares; 2026Q1: 4,920 shares; 2026Q2: 6,495 shares; 2026Q3: 6,995 shares 6,995 $403K 0.03% +500 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; 2024Q4: 11,377 shares; 2025Q1: 9,917 shares; 2025Q2: 8,596 shares; 2025Q3: 7,380 shares; 2025Q4: 6,294 shares; 2026Q1: 4,885 shares; 2026Q2: 4,887 shares; 2026Q3: 4,824 shares 4,824 $403K 0.03% -63 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,194 shares; 2025Q1: 1,969 shares; 2025Q2: 2,182 shares; 2025Q3: 2,092 shares; 2025Q4: 2,035 shares; 2026Q1: 2,001 shares; 2026Q2: 2,181 shares; 2026Q3: 2,163 shares 2,163 $401K 0.03% -18 Timeline JULB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,156 shares 14,156 $398K 0.03% new 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; 2024Q4: 697 shares; 2025Q1: 686 shares; 2025Q2: 665 shares; 2025Q3: 864 shares; 2025Q4: 917 shares; 2026Q1: 930 shares; 2026Q2: 932 shares; 2026Q3: 930 shares 930 $393K 0.03% -2 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,606 shares; 2025Q3: 7,106 shares; 2025Q4: not reported; 2026Q1: 8,846 shares; 2026Q2: 9,856 shares; 2026Q3: 10,188 shares 10,188 $392K 0.03% +332 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,011 shares; 2025Q1: 6,456 shares; 2025Q2: 3,031 shares; 2025Q3: 2,995 shares; 2025Q4: 2,890 shares; 2026Q1: 2,769 shares; 2026Q2: 2,810 shares; 2026Q3: 2,322 shares 2,322 $391K 0.03% -488 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,901 shares; 2025Q1: 8,336 shares; 2025Q2: 8,591 shares; 2025Q3: 8,998 shares; 2025Q4: 9,246 shares; 2026Q1: 9,297 shares; 2026Q2: 9,350 shares; 2026Q3: 9,399 shares 9,399 $390K 0.03% +49 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,669 shares; 2025Q1: 10,803 shares; 2025Q2: 10,269 shares; 2025Q3: 9,631 shares; 2025Q4: 9,782 shares; 2026Q1: 8,814 shares; 2026Q2: 8,878 shares; 2026Q3: 8,654 shares 8,654 $386K 0.03% -224 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,133 shares; 2025Q1: 13,258 shares; 2025Q2: 16,457 shares; 2025Q3: 17,697 shares; 2025Q4: 17,697 shares; 2026Q1: 17,714 shares; 2026Q2: 17,111 shares; 2026Q3: 14,829 shares 14,829 $385K 0.03% -2,282 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,906 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 2,337 shares; 2026Q1: 3,857 shares; 2026Q2: 3,849 shares; 2026Q3: 3,794 shares 3,794 $384K 0.03% -55 Timeline FDN 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; 2024Q4: 5,009 shares; 2025Q1: 2,006 shares; 2025Q2: 1,900 shares; 2025Q3: 1,887 shares; 2025Q4: 1,880 shares; 2026Q1: 1,760 shares; 2026Q2: 1,371 shares; 2026Q3: 1,319 shares 1,319 $380K 0.03% -52 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,031 shares; 2026Q2: 5,025 shares; 2026Q3: 8,102 shares 8,102 $377K 0.03% +3,077 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,834 shares; 2025Q1: 4,834 shares; 2025Q2: 5,053 shares; 2025Q3: 5,053 shares; 2025Q4: 5,321 shares; 2026Q1: 5,143 shares; 2026Q2: 5,238 shares; 2026Q3: 5,488 shares 5,488 $376K 0.02% +250 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,960 shares; 2026Q3: 8,513 shares 8,513 $374K 0.02% +553 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,932 shares; 2025Q1: 2,936 shares; 2025Q2: 2,939 shares; 2025Q3: 2,942 shares; 2025Q4: 2,947 shares; 2026Q1: 2,950 shares; 2026Q2: 2,952 shares; 2026Q3: 3,162 shares 3,162 $370K 0.02% +210 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,962 shares; 2025Q4: 8,913 shares; 2026Q1: 8,919 shares; 2026Q2: 10,061 shares; 2026Q3: 10,587 shares 10,587 $370K 0.02% +526 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,230 shares; 2025Q3: 5,130 shares; 2025Q4: 6,011 shares; 2026Q1: 7,527 shares; 2026Q2: 7,527 shares; 2026Q3: 7,527 shares 7,527 $366K 0.02% 0 Timeline MINN TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,272 shares; 2025Q3: 17,149 shares; 2025Q4: 17,561 shares; 2026Q1: 17,689 shares; 2026Q2: 19,878 shares; 2026Q3: 17,690 shares 17,690 $366K 0.02% -2,188 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; 2024Q4: not reported; 2025Q1: 8,624 shares; 2025Q2: not reported; 2025Q3: 5,693 shares; 2025Q4: 8,183 shares; 2026Q1: 7,717 shares; 2026Q2: 7,854 shares; 2026Q3: 8,853 shares 8,853 $363K 0.02% +999 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,758 shares; 2025Q1: 8,527 shares; 2025Q2: 7,872 shares; 2025Q3: 10,107 shares; 2025Q4: 7,007 shares; 2026Q1: 6,984 shares; 2026Q2: 6,953 shares; 2026Q3: 7,068 shares 7,068 $362K 0.02% +115 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,163 shares; 2025Q1: 7,977 shares; 2025Q2: 7,476 shares; 2025Q3: 7,637 shares; 2025Q4: 7,495 shares; 2026Q1: 7,495 shares; 2026Q2: 7,495 shares; 2026Q3: 7,495 shares 7,495 $361K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,829 shares; 2025Q1: 2,486 shares; 2025Q2: 2,455 shares; 2025Q3: 2,339 shares; 2025Q4: 2,302 shares; 2026Q1: 2,271 shares; 2026Q2: 2,374 shares; 2026Q3: 2,374 shares 2,374 $361K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,337 shares; 2026Q3: 1,958 shares 1,958 $360K 0.02% +621 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,721 shares; 2025Q3: 2,232 shares; 2025Q4: 2,236 shares; 2026Q1: 2,101 shares; 2026Q2: 2,099 shares; 2026Q3: 2,299 shares 2,299 $360K 0.02% +200 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,826 shares; 2025Q1: 18,251 shares; 2025Q2: 18,251 shares; 2025Q3: 28,431 shares; 2025Q4: 28,498 shares; 2026Q1: 28,602 shares; 2026Q2: 37,170 shares; 2026Q3: 38,272 shares 38,272 $360K 0.02% +1,102 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,671 shares; 2025Q1: 10,052 shares; 2025Q2: 15,128 shares; 2025Q3: 14,841 shares; 2025Q4: 9,490 shares; 2026Q1: 9,427 shares; 2026Q2: 12,035 shares; 2026Q3: 9,507 shares 9,507 $360K 0.02% -2,528 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,502 shares; 2025Q2: 4,995 shares; 2025Q3: 4,659 shares; 2025Q4: 4,664 shares; 2026Q1: 1,833 shares; 2026Q2: 2,016 shares; 2026Q3: 2,779 shares 2,779 $360K 0.02% +763 Timeline FXL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: not reported; 2026Q2: 1,175 shares; 2026Q3: 1,175 shares 1,175 $360K 0.02% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,914 shares; 2026Q1: 3,473 shares; 2026Q2: 3,965 shares; 2026Q3: 4,287 shares 4,287 $359K 0.02% +322 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,096 shares 7,096 $359K 0.02% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,424 shares; 2026Q2: 9,171 shares; 2026Q3: 13,660 shares 13,660 $358K 0.02% +4,489 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,470 shares; 2026Q1: 9,470 shares; 2026Q2: 9,470 shares; 2026Q3: 8,485 shares 8,485 $356K 0.02% -985 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,500 shares; 2025Q1: 11,593 shares; 2025Q2: 11,593 shares; 2025Q3: 11,528 shares; 2025Q4: 12,735 shares; 2026Q1: 12,790 shares; 2026Q2: 12,790 shares; 2026Q3: 12,763 shares 12,763 $355K 0.02% -27 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,508 shares; 2025Q2: 13,009 shares; 2025Q3: 11,770 shares; 2025Q4: 8,320 shares; 2026Q1: 8,024 shares; 2026Q2: 8,729 shares; 2026Q3: 8,287 shares 8,287 $355K 0.02% -442 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,367 shares; 2025Q1: 34,874 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,215 shares; 2026Q2: 7,235 shares; 2026Q3: 5,746 shares 5,746 $352K 0.02% -1,489 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,466 shares; 2025Q1: 2,560 shares; 2025Q2: 2,556 shares; 2025Q3: 2,257 shares; 2025Q4: not reported; 2026Q1: 4,754 shares; 2026Q2: 5,439 shares; 2026Q3: 5,723 shares 5,723 $352K 0.02% +284 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,284 shares; 2025Q2: 12,470 shares; 2025Q3: 13,095 shares; 2025Q4: 12,803 shares; 2026Q1: 14,215 shares; 2026Q2: 14,815 shares; 2026Q3: 13,660 shares 13,660 $351K 0.02% -1,155 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,678 shares; 2025Q4: 8,722 shares; 2026Q1: 8,196 shares; 2026Q2: 8,224 shares; 2026Q3: 8,224 shares 8,224 $348K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,031 shares; 2026Q3: 3,066 shares 3,066 $346K 0.02% +35 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,503 shares; 2025Q3: 9,740 shares; 2025Q4: 5,483 shares; 2026Q1: 6,148 shares; 2026Q2: 6,552 shares; 2026Q3: 5,507 shares 5,507 $345K 0.02% -1,045 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,467 shares; 2025Q1: 3,097 shares; 2025Q2: 3,092 shares; 2025Q3: 3,006 shares; 2025Q4: 2,992 shares; 2026Q1: 2,808 shares; 2026Q2: 2,372 shares; 2026Q3: 2,322 shares 2,322 $344K 0.02% -50 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 676 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 671 shares; 2026Q2: 4,027 shares; 2026Q3: 4,027 shares 4,027 $344K 0.02% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,768 shares; 2025Q1: 8,000 shares; 2025Q2: 11,193 shares; 2025Q3: 10,250 shares; 2025Q4: 7,610 shares; 2026Q1: 7,239 shares; 2026Q2: 7,226 shares; 2026Q3: 6,874 shares 6,874 $344K 0.02% -352 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,167 shares; 2025Q1: 2,957 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,239 shares; 2026Q2: 2,239 shares; 2026Q3: 2,339 shares 2,339 $343K 0.02% +100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 990 shares; 2025Q3: 967 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 1,157 shares; 2026Q3: 1,239 shares 1,239 $341K 0.02% +82 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,932 shares; 2025Q1: 19,710 shares; 2025Q2: 20,314 shares; 2025Q3: 20,938 shares; 2025Q4: 21,571 shares; 2026Q1: 21,718 shares; 2026Q2: 21,872 shares; 2026Q3: 22,026 shares 22,026 $341K 0.02% +154 Timeline PBJA PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,457 shares; 2026Q3: 10,307 shares 10,307 $340K 0.02% -150 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares; 2026Q2: 8,337 shares; 2026Q3: 8,506 shares 8,506 $339K 0.02% +169 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,453 shares; 2025Q1: 26,063 shares; 2025Q2: 23,456 shares; 2025Q3: 23,072 shares; 2025Q4: 19,629 shares; 2026Q1: 13,203 shares; 2026Q2: 6,378 shares; 2026Q3: 6,273 shares 6,273 $339K 0.02% -105 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares; 2026Q3: 516 shares 516 $339K 0.02% +137 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; 2024Q4: 1,240 shares; 2025Q1: 1,126 shares; 2025Q2: 966 shares; 2025Q3: 903 shares; 2025Q4: 928 shares; 2026Q1: 909 shares; 2026Q2: 944 shares; 2026Q3: 920 shares 920 $338K 0.02% -24 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,835 shares; 2025Q4: 10,482 shares; 2026Q1: 9,155 shares; 2026Q2: 9,699 shares; 2026Q3: 3,206 shares 3,206 $337K 0.02% -6,493 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,414 shares; 2025Q1: 3,264 shares; 2025Q2: 2,807 shares; 2025Q3: 2,811 shares; 2025Q4: 2,808 shares; 2026Q1: 2,810 shares; 2026Q2: 2,797 shares; 2026Q3: 2,800 shares 2,800 $336K 0.02% +3 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,510 shares; 2025Q1: 6,035 shares; 2025Q2: 6,605 shares; 2025Q3: 6,694 shares; 2025Q4: 6,394 shares; 2026Q1: 6,052 shares; 2026Q2: 5,735 shares; 2026Q3: 5,737 shares 5,737 $336K 0.02% +2 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,474 shares; 2025Q1: 5,474 shares; 2025Q2: 5,474 shares; 2025Q3: 5,220 shares; 2025Q4: 5,220 shares; 2026Q1: 5,220 shares; 2026Q2: 4,889 shares; 2026Q3: 4,680 shares 4,680 $335K 0.02% -209 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,668 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 4,893 shares; 2025Q4: 2,252 shares; 2026Q1: 2,043 shares; 2026Q2: 2,054 shares; 2026Q3: 3,572 shares 3,572 $334K 0.02% +1,518 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,872 shares; 2026Q2: 9,872 shares; 2026Q3: 8,977 shares 8,977 $331K 0.02% -895 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,973 shares; 2026Q1: 9,230 shares; 2026Q2: 11,722 shares; 2026Q3: 11,722 shares 11,722 $330K 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 737 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 662 shares; 2025Q4: 658 shares; 2026Q1: 596 shares; 2026Q2: 576 shares; 2026Q3: 555 shares 555 $329K 0.02% -21 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,734 shares; 2025Q3: 8,734 shares; 2025Q4: 8,743 shares; 2026Q1: 8,756 shares; 2026Q2: 8,768 shares; 2026Q3: 8,779 shares 8,779 $328K 0.02% +11 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,409 shares; 2025Q1: 11,925 shares; 2025Q2: 11,955 shares; 2025Q3: 11,901 shares; 2025Q4: 12,068 shares; 2026Q1: 11,757 shares; 2026Q2: 11,766 shares; 2026Q3: 11,106 shares 11,106 $328K 0.02% -660 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares; 2026Q3: 608 shares 608 $327K 0.02% -7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,803 shares; 2026Q2: 6,670 shares; 2026Q3: 6,670 shares 6,670 $327K 0.02% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,106 shares 6,106 $323K 0.02% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,185 shares; 2025Q1: 5,520 shares; 2025Q2: 4,323 shares; 2025Q3: 3,831 shares; 2025Q4: 3,832 shares; 2026Q1: 3,679 shares; 2026Q2: 3,514 shares; 2026Q3: 3,492 shares 3,492 $321K 0.02% -22 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,310 shares 9,310 $321K 0.02% new Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,201 shares; 2025Q1: 10,201 shares; 2025Q2: 10,201 shares; 2025Q3: 10,088 shares; 2025Q4: 9,912 shares; 2026Q1: 9,912 shares; 2026Q2: 9,889 shares; 2026Q3: 12,293 shares 12,293 $321K 0.02% +2,404 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,211 shares 1,211 $321K 0.02% new Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,929 shares 15,929 $320K 0.02% new Timeline FTXL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,215 shares; 2026Q3: 1,265 shares 1,265 $320K 0.02% +50 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,233 shares; 2025Q4: 5,233 shares; 2026Q1: 5,317 shares; 2026Q2: 5,955 shares; 2026Q3: 6,196 shares 6,196 $318K 0.02% +241 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 4,655 shares; 2025Q3: 4,655 shares; 2025Q4: 4,655 shares; 2026Q1: 4,655 shares; 2026Q2: 4,655 shares; 2026Q3: 4,655 shares 4,655 $318K 0.02% 0 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,450 shares; 2026Q3: 7,450 shares 7,450 $317K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,647 shares; 2025Q1: 26,203 shares; 2025Q2: 25,669 shares; 2025Q3: 26,539 shares; 2025Q4: 28,120 shares; 2026Q1: 27,881 shares; 2026Q2: 26,584 shares; 2026Q3: 26,177 shares 26,177 $316K 0.02% -407 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; 2024Q4: 8,251 shares; 2025Q1: 8,071 shares; 2025Q2: 8,463 shares; 2025Q3: 7,391 shares; 2025Q4: 6,369 shares; 2026Q1: 6,624 shares; 2026Q2: 6,173 shares; 2026Q3: 5,873 shares 5,873 $314K 0.02% -300 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 3,508 shares; 2026Q1: 3,440 shares; 2026Q2: 3,285 shares; 2026Q3: 3,292 shares 3,292 $313K 0.02% +7 Timeline FXZ 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; 2024Q4: 7,524 shares; 2025Q1: 7,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,004 shares 4,004 $309K 0.02% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,419 shares; 2025Q3: 22,050 shares; 2025Q4: 22,951 shares; 2026Q1: 4,746 shares; 2026Q2: 4,415 shares; 2026Q3: 4,732 shares 4,732 $308K 0.02% +317 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,664 shares; 2025Q1: 5,667 shares; 2025Q2: 5,990 shares; 2025Q3: 5,949 shares; 2025Q4: 5,657 shares; 2026Q1: 3,036 shares; 2026Q2: 2,975 shares; 2026Q3: 3,098 shares 3,098 $308K 0.02% +123 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,313 shares; 2026Q3: 1,313 shares 1,313 $307K 0.02% 0 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,322 shares; 2025Q1: 11,271 shares; 2025Q2: 11,271 shares; 2025Q3: 10,346 shares; 2025Q4: 10,346 shares; 2026Q1: 10,346 shares; 2026Q2: 7,829 shares; 2026Q3: 7,829 shares 7,829 $307K 0.02% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,085 shares; 2025Q3: 2,248 shares; 2025Q4: 4,514 shares; 2026Q1: 4,558 shares; 2026Q2: 4,418 shares; 2026Q3: 4,418 shares 4,418 $306K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,581 shares; 2025Q4: 1,677 shares; 2026Q1: not reported; 2026Q2: 2,755 shares; 2026Q3: 3,079 shares 3,079 $304K 0.02% +324 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,032 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,344 shares; 2026Q3: 6,344 shares 6,344 $304K 0.02% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,885 shares; 2025Q1: 39,608 shares; 2025Q2: 18,585 shares; 2025Q3: 11,295 shares; 2025Q4: 5,657 shares; 2026Q1: 6,590 shares; 2026Q2: 7,408 shares; 2026Q3: 6,809 shares 6,809 $303K 0.02% -599 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,038 shares; 2025Q1: 1,001 shares; 2025Q2: 1,022 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,179 shares; 2026Q3: 1,174 shares 1,174 $302K 0.02% -5 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,288 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,363 shares 1,363 $300K 0.02% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,013 shares; 2025Q1: not reported; 2025Q2: 2,983 shares; 2025Q3: 3,545 shares; 2025Q4: 3,963 shares; 2026Q1: 3,810 shares; 2026Q2: 3,464 shares; 2026Q3: 3,504 shares 3,504 $300K 0.02% +40 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820 shares; 2026Q2: 967 shares; 2026Q3: 967 shares 967 $299K 0.02% 0 Timeline RSPG 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares; 2026Q2: 2,501 shares; 2026Q3: 2,769 shares 2,769 $298K 0.02% +268 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,094 shares; 2025Q1: 4,861 shares; 2025Q2: 5,534 shares; 2025Q3: 5,146 shares; 2025Q4: 3,712 shares; 2026Q1: 3,598 shares; 2026Q2: 3,433 shares; 2026Q3: 3,314 shares 3,314 $297K 0.02% -119 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,697 shares; 2025Q4: 2,944 shares; 2026Q1: 2,961 shares; 2026Q2: 3,027 shares; 2026Q3: 2,999 shares 2,999 $296K 0.02% -28 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,205 shares; 2025Q4: 3,078 shares; 2026Q1: 3,089 shares; 2026Q2: 2,866 shares; 2026Q3: 3,895 shares 3,895 $295K 0.02% +1,029 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 878 shares; 2025Q2: 815 shares; 2025Q3: 841 shares; 2025Q4: 3,700 shares; 2026Q1: 887 shares; 2026Q2: 3,816 shares; 2026Q3: 3,752 shares 3,752 $294K 0.02% -64 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,632 shares; 2025Q1: 17,444 shares; 2025Q2: 2,326 shares; 2025Q3: 2,325 shares; 2025Q4: 2,165 shares; 2026Q1: 2,165 shares; 2026Q2: 7,613 shares; 2026Q3: 2,135 shares 2,135 $294K 0.02% -5,478 Timeline RSPM 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; 2024Q4: 8,495 shares; 2025Q1: 8,186 shares; 2025Q2: 8,004 shares; 2025Q3: 8,041 shares; 2025Q4: 8,006 shares; 2026Q1: 8,016 shares; 2026Q2: 7,576 shares; 2026Q3: 7,876 shares 7,876 $293K 0.02% +300 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,880 shares; 2025Q3: 12,320 shares; 2025Q4: 12,340 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,297 shares 14,297 $292K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,150 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares; 2026Q3: 270 shares 270 $292K 0.02% -12 Timeline SPGP 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; 2024Q4: 6,674 shares; 2025Q1: 4,643 shares; 2025Q2: 6,084 shares; 2025Q3: 5,791 shares; 2025Q4: 2,692 shares; 2026Q1: 2,488 shares; 2026Q2: 2,453 shares; 2026Q3: 2,453 shares 2,453 $291K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,459 shares; 2026Q1: 1,467 shares; 2026Q2: 1,475 shares; 2026Q3: 1,483 shares 1,483 $291K 0.02% +8 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,085 shares; 2025Q4: 3,389 shares; 2026Q1: 3,386 shares; 2026Q2: 4,056 shares; 2026Q3: 4,098 shares 4,098 $289K 0.02% +42 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,987 shares; 2025Q1: 3,343 shares; 2025Q2: 2,723 shares; 2025Q3: 3,634 shares; 2025Q4: 4,151 shares; 2026Q1: 3,131 shares; 2026Q2: 2,981 shares; 2026Q3: 2,677 shares 2,677 $288K 0.02% -304 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,473 shares; 2025Q1: 2,361 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,340 shares; 2026Q2: 2,340 shares; 2026Q3: 2,340 shares 2,340 $287K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,858 shares; 2026Q2: 4,464 shares; 2026Q3: 3,692 shares 3,692 $285K 0.02% -772 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; 2024Q4: 8,800 shares; 2025Q1: 8,800 shares; 2025Q2: 6,478 shares; 2025Q3: 6,013 shares; 2025Q4: 8,509 shares; 2026Q1: 6,686 shares; 2026Q2: 6,140 shares; 2026Q3: 5,944 shares 5,944 $285K 0.02% -196 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,429 shares; 2026Q2: 10,416 shares; 2026Q3: 11,553 shares 11,553 $283K 0.02% +1,137 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,135 shares; 2026Q2: 3,258 shares; 2026Q3: 3,355 shares 3,355 $283K 0.02% +97 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,077 shares; 2026Q3: 7,348 shares 7,348 $283K 0.02% +271 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,139 shares; 2026Q3: 6,397 shares 6,397 $282K 0.02% +258 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,097 shares; 2025Q2: 9,927 shares; 2025Q3: 10,323 shares; 2025Q4: 11,157 shares; 2026Q1: 6,439 shares; 2026Q2: 3,681 shares; 2026Q3: 3,681 shares 3,681 $282K 0.02% 0 Timeline