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; 2024Q3: 683,897 shares; 2024Q4: 827,758 shares; 2025Q1: 910,702 shares; 2025Q2: 959,536 shares; 2025Q3: 917,608 shares; 2025Q4: not reported; 2026Q1: 1,295,429 shares; 2026Q2: 1,127,958 shares 1,127,958 $134M 5.14% -167,471 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; 2024Q3: 1,590,189 shares; 2024Q4: 1,606,593 shares; 2025Q1: 1,474,465 shares; 2025Q2: 1,145,512 shares; 2025Q3: 1,171,396 shares; 2025Q4: 1,266,104 shares; 2026Q1: 1,301,850 shares; 2026Q2: 1,337,444 shares 1,337,444 $81.3M 3.11% +35,594 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,879 shares; 2024Q4: 355,850 shares; 2025Q1: 348,873 shares; 2025Q2: 340,126 shares; 2025Q3: 339,785 shares; 2025Q4: 286,639 shares; 2026Q1: 283,457 shares; 2026Q2: 280,933 shares 280,933 $56.2M 2.15% -2,524 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,107 shares; 2024Q4: 356,199 shares; 2025Q1: 456,664 shares; 2025Q2: 645,900 shares; 2025Q3: 595,970 shares; 2025Q4: 672,160 shares; 2026Q1: 816,499 shares; 2026Q2: 556,451 shares 556,451 $56M 2.14% -260,048 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,034 shares; 2024Q4: 229,871 shares; 2025Q1: 226,718 shares; 2025Q2: 226,156 shares; 2025Q3: 224,484 shares; 2025Q4: 190,104 shares; 2026Q1: 190,430 shares; 2026Q2: 193,408 shares 193,408 $56M 2.14% +2,978 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,575 shares; 2024Q4: 109,895 shares; 2025Q1: 79,871 shares; 2025Q2: 80,055 shares; 2025Q3: 80,175 shares; 2025Q4: 69,092 shares; 2026Q1: 69,294 shares; 2026Q2: 71,935 shares 71,935 $53.7M 2.06% +2,641 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543,400 shares; 2024Q4: 570,783 shares; 2025Q1: 575,589 shares; 2025Q2: 642,161 shares; 2025Q3: 603,459 shares; 2025Q4: 540,842 shares; 2026Q1: 571,822 shares; 2026Q2: 598,678 shares 598,678 $52.6M 2.01% +26,856 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,693 shares; 2024Q4: 328,774 shares; 2025Q1: 339,119 shares; 2025Q2: 373,265 shares; 2025Q3: 404,909 shares; 2025Q4: 429,099 shares; 2026Q1: 375,840 shares; 2026Q2: 525,911 shares 525,911 $52.1M 1.99% +150,071 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,302 shares; 2024Q4: 143,290 shares; 2025Q1: 140,128 shares; 2025Q2: 137,163 shares; 2025Q3: 133,701 shares; 2025Q4: 133,096 shares; 2026Q1: 132,426 shares; 2026Q2: 131,409 shares 131,409 $48.6M 1.86% -1,017 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,724 shares; 2024Q4: 313,696 shares; 2025Q1: 334,266 shares; 2025Q2: 356,621 shares; 2025Q3: 408,073 shares; 2025Q4: 435,777 shares; 2026Q1: 407,856 shares; 2026Q2: 429,490 shares 429,490 $47.3M 1.81% +21,634 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; 2024Q3: 463,500 shares; 2024Q4: 500,342 shares; 2025Q1: 508,615 shares; 2025Q2: 516,228 shares; 2025Q3: 537,916 shares; 2025Q4: 494,963 shares; 2026Q1: 640,765 shares; 2026Q2: 846,270 shares 846,270 $42.8M 1.64% +205,505 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,650 shares; 2024Q4: 184,669 shares; 2025Q1: 182,934 shares; 2025Q2: 183,559 shares; 2025Q3: 182,737 shares; 2025Q4: 155,953 shares; 2026Q1: 156,142 shares; 2026Q2: 155,058 shares 155,058 $37M 1.41% -1,084 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,169 shares; 2024Q4: 212,031 shares; 2025Q1: 202,644 shares; 2025Q2: 731,499 shares; 2025Q3: 684,157 shares; 2025Q4: 207,659 shares; 2026Q1: 174,287 shares; 2026Q2: 646,040 shares 646,040 $32.5M 1.24% +471,753 Timeline CLSE 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; 2024Q3: 512,802 shares; 2024Q4: 532,915 shares; 2025Q1: 614,743 shares; 2025Q2: 629,395 shares; 2025Q3: 675,254 shares; 2025Q4: 705,459 shares; 2026Q1: 762,790 shares; 2026Q2: 825,375 shares 825,375 $28.2M 1.08% +62,585 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,639 shares; 2024Q4: 332,853 shares; 2025Q1: 405,910 shares; 2025Q2: 404,307 shares; 2025Q3: 447,463 shares; 2025Q4: 551,061 shares; 2026Q1: 567,769 shares; 2026Q2: 596,243 shares 596,243 $25.5M 0.97% +28,474 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,568 shares; 2024Q4: 11,366 shares; 2025Q1: 14,396 shares; 2025Q2: 16,856 shares; 2025Q3: 22,767 shares; 2025Q4: 23,649 shares; 2026Q1: 27,183 shares; 2026Q2: 31,893 shares 31,893 $23.9M 0.91% +4,710 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,111 shares; 2024Q4: 68,384 shares; 2025Q1: 72,559 shares; 2025Q2: 69,697 shares; 2025Q3: 70,450 shares; 2025Q4: 57,103 shares; 2026Q1: 62,923 shares; 2026Q2: 63,520 shares 63,520 $23.7M 0.91% +597 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,167 shares; 2024Q4: 90,821 shares; 2025Q1: 90,835 shares; 2025Q2: 88,225 shares; 2025Q3: 87,496 shares; 2025Q4: 59,513 shares; 2026Q1: 61,797 shares; 2026Q2: 61,850 shares 61,850 $21.9M 0.84% +53 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; 2024Q3: 289,646 shares; 2024Q4: 335,838 shares; 2025Q1: 419,263 shares; 2025Q2: 309,319 shares; 2025Q3: 337,737 shares; 2025Q4: 425,333 shares; 2026Q1: 359,055 shares; 2026Q2: 377,072 shares 377,072 $21.7M 0.83% +18,017 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,722 shares; 2024Q4: 89,117 shares; 2025Q1: 88,609 shares; 2025Q2: 87,041 shares; 2025Q3: 86,488 shares; 2025Q4: 87,657 shares; 2026Q1: 87,449 shares; 2026Q2: 88,411 shares 88,411 $20.9M 0.8% +962 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194,959 shares; 2025Q3: 220,429 shares; 2025Q4: 284,093 shares; 2026Q1: 516,912 shares; 2026Q2: 548,608 shares 548,608 $20.8M 0.8% +31,696 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; 2024Q3: 191,135 shares; 2024Q4: 288,478 shares; 2025Q1: 433,140 shares; 2025Q2: 449,759 shares; 2025Q3: 496,714 shares; 2025Q4: 529,130 shares; 2026Q1: 552,911 shares; 2026Q2: 568,550 shares 568,550 $20.8M 0.79% +15,639 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,871 shares; 2024Q4: 21,106 shares; 2025Q1: 22,988 shares; 2025Q2: 24,835 shares; 2025Q3: 26,606 shares; 2025Q4: 27,261 shares; 2026Q1: 28,902 shares; 2026Q2: 29,123 shares 29,123 $20M 0.77% +221 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; 2024Q3: 140,959 shares; 2024Q4: 191,614 shares; 2025Q1: 214,410 shares; 2025Q2: 238,723 shares; 2025Q3: 267,124 shares; 2025Q4: 303,211 shares; 2026Q1: 378,755 shares; 2026Q2: 378,284 shares 378,284 $19.6M 0.75% -471 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,060 shares; 2024Q4: 55,528 shares; 2025Q1: 56,528 shares; 2025Q2: 58,204 shares; 2025Q3: 57,918 shares; 2025Q4: 53,124 shares; 2026Q1: 53,928 shares; 2026Q2: 54,349 shares 54,349 $19.4M 0.74% +421 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,128 shares; 2024Q4: 12,882 shares; 2025Q1: 15,428 shares; 2025Q2: 15,026 shares; 2025Q3: 16,975 shares; 2025Q4: 17,006 shares; 2026Q1: 87,166 shares; 2026Q2: 113,099 shares 113,099 $18.6M 0.71% +25,933 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,427 shares; 2024Q4: 45,382 shares; 2025Q1: 48,789 shares; 2025Q2: 53,907 shares; 2025Q3: 53,024 shares; 2025Q4: 49,469 shares; 2026Q1: 49,317 shares; 2026Q2: 48,058 shares 48,058 $18.2M 0.69% -1,259 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364,197 shares; 2025Q4: 387,071 shares; 2026Q1: 411,060 shares; 2026Q2: 429,140 shares 429,140 $17.7M 0.68% +18,080 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,874 shares; 2024Q4: 92,874 shares; 2025Q1: 112,340 shares; 2025Q2: 121,650 shares; 2025Q3: 147,242 shares; 2025Q4: 167,176 shares; 2026Q1: 183,763 shares; 2026Q2: 217,116 shares 217,116 $16.7M 0.64% +33,353 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,429 shares; 2024Q4: 93,033 shares; 2025Q1: 105,398 shares; 2025Q2: 129,226 shares; 2025Q3: 137,067 shares; 2025Q4: 142,320 shares; 2026Q1: 151,627 shares; 2026Q2: 160,028 shares 160,028 $16.3M 0.62% +8,401 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,144 shares; 2024Q4: 48,669 shares; 2025Q1: 48,980 shares; 2025Q2: 49,116 shares; 2025Q3: 49,306 shares; 2025Q4: 48,614 shares; 2026Q1: 49,619 shares; 2026Q2: 49,641 shares 49,641 $16.2M 0.62% +22 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,280 shares; 2024Q4: 43,334 shares; 2025Q1: 39,435 shares; 2025Q2: 39,375 shares; 2025Q3: 39,289 shares; 2025Q4: 37,776 shares; 2026Q1: 38,462 shares; 2026Q2: 38,445 shares 38,445 $16.2M 0.62% -17 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530,652 shares; 2024Q4: 495,979 shares; 2025Q1: 978,694 shares; 2025Q2: 556,312 shares; 2025Q3: 560,021 shares; 2025Q4: 588,379 shares; 2026Q1: 584,107 shares; 2026Q2: 552,517 shares 552,517 $15.7M 0.6% -31,590 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; 2024Q3: 9,206 shares; 2024Q4: 20,581 shares; 2025Q1: 323,099 shares; 2025Q2: 236,392 shares; 2025Q3: 216,618 shares; 2025Q4: 242,953 shares; 2026Q1: 250,090 shares; 2026Q2: 259,078 shares 259,078 $15.5M 0.59% +8,988 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,595 shares; 2024Q4: 90,090 shares; 2025Q1: 119,411 shares; 2025Q2: 145,471 shares; 2025Q3: 131,927 shares; 2025Q4: 162,537 shares; 2026Q1: 165,750 shares; 2026Q2: 184,471 shares 184,471 $15M 0.57% +18,721 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,398 shares; 2024Q4: 33,028 shares; 2025Q1: 126,603 shares; 2025Q2: 35,482 shares; 2025Q3: 30,139 shares; 2025Q4: 91,066 shares; 2026Q1: 23,108 shares; 2026Q2: 92,437 shares 92,437 $14.7M 0.56% +69,329 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,302 shares; 2024Q4: 28,305 shares; 2025Q1: 27,357 shares; 2025Q2: 27,251 shares; 2025Q3: 27,485 shares; 2025Q4: 27,433 shares; 2026Q1: 26,797 shares; 2026Q2: 163,899 shares 163,899 $14.1M 0.54% +137,102 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,376 shares; 2024Q4: 75,467 shares; 2025Q1: 21,143 shares; 2025Q2: 22,097 shares; 2025Q3: 15,299 shares; 2025Q4: 25,577 shares; 2026Q1: 25,125 shares; 2026Q2: 18,821 shares 18,821 $13.9M 0.53% -6,304 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; 2024Q3: not reported; 2024Q4: 33,611 shares; 2025Q1: 38,917 shares; 2025Q2: 85,041 shares; 2025Q3: 196,891 shares; 2025Q4: 207,414 shares; 2026Q1: 240,504 shares; 2026Q2: 279,121 shares 279,121 $13.8M 0.53% +38,617 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,373 shares; 2024Q4: 18,700 shares; 2025Q1: 31,987 shares; 2025Q2: 29,186 shares; 2025Q3: 28,119 shares; 2025Q4: 28,010 shares; 2026Q1: 28,191 shares; 2026Q2: 27,417 shares 27,417 $13.7M 0.52% -774 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; 2024Q3: 91,014 shares; 2024Q4: 84,031 shares; 2025Q1: 68,866 shares; 2025Q2: 80,507 shares; 2025Q3: 88,983 shares; 2025Q4: 92,123 shares; 2026Q1: 104,888 shares; 2026Q2: 110,158 shares 110,158 $13.5M 0.52% +5,270 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,532 shares; 2024Q4: 40,787 shares; 2025Q1: 40,967 shares; 2025Q2: 40,803 shares; 2025Q3: 40,808 shares; 2025Q4: 38,541 shares; 2026Q1: 38,660 shares; 2026Q2: 38,723 shares 38,723 $13.3M 0.51% +63 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,898 shares; 2024Q4: 14,358 shares; 2025Q1: 14,682 shares; 2025Q2: 14,689 shares; 2025Q3: 16,111 shares; 2025Q4: 13,469 shares; 2026Q1: 13,005 shares; 2026Q2: 11,274 shares 11,274 $13M 0.5% -1,731 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,441 shares; 2024Q4: 84,580 shares; 2025Q1: 85,203 shares; 2025Q2: 267,893 shares; 2025Q3: 266,016 shares; 2025Q4: 237,902 shares; 2026Q1: 228,762 shares; 2026Q2: 242,386 shares 242,386 $13M 0.5% +13,624 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,799 shares; 2024Q4: 205,896 shares; 2025Q1: 251,043 shares; 2025Q2: 276,299 shares; 2025Q3: 281,230 shares; 2025Q4: 300,314 shares; 2026Q1: 330,474 shares; 2026Q2: 364,182 shares 364,182 $12.2M 0.47% +33,708 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; 2024Q3: 134,849 shares; 2024Q4: 226,598 shares; 2025Q1: 262,306 shares; 2025Q2: 339,046 shares; 2025Q3: 357,425 shares; 2025Q4: not reported; 2026Q1: 393,741 shares; 2026Q2: 415,885 shares 415,885 $12.1M 0.46% +22,144 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 141,504 shares; 2025Q1: 165,452 shares; 2025Q2: 203,116 shares; 2025Q3: 212,858 shares; 2025Q4: 219,195 shares; 2026Q1: 235,402 shares; 2026Q2: 251,224 shares 251,224 $11.9M 0.45% +15,822 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,198 shares; 2024Q4: 22,756 shares; 2025Q1: 23,805 shares; 2025Q2: 22,922 shares; 2025Q3: 25,522 shares; 2025Q4: 21,453 shares; 2026Q1: 21,351 shares; 2026Q2: 20,920 shares 20,920 $11.8M 0.45% -431 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,549 shares; 2024Q4: 68,901 shares; 2025Q1: 71,444 shares; 2025Q2: 72,147 shares; 2025Q3: 73,347 shares; 2025Q4: 73,964 shares; 2026Q1: 74,438 shares; 2026Q2: 74,244 shares 74,244 $11.7M 0.45% -194 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,165 shares; 2024Q4: 160,612 shares; 2025Q1: 190,773 shares; 2025Q2: 190,613 shares; 2025Q3: 204,505 shares; 2025Q4: 213,675 shares; 2026Q1: 228,303 shares; 2026Q2: 245,410 shares 245,410 $11.2M 0.43% +17,107 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,116 shares; 2024Q4: 22,324 shares; 2025Q1: 24,059 shares; 2025Q2: 23,802 shares; 2025Q3: 24,836 shares; 2025Q4: 28,035 shares; 2026Q1: 92,552 shares; 2026Q2: 116,827 shares 116,827 $11.1M 0.43% +24,275 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; 2024Q3: 1,697 shares; 2024Q4: 11,606 shares; 2025Q1: 12,693 shares; 2025Q2: 30,609 shares; 2025Q3: 105,004 shares; 2025Q4: 111,626 shares; 2026Q1: 50,594 shares; 2026Q2: 51,999 shares 51,999 $11.1M 0.42% +1,405 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; 2024Q3: 49,030 shares; 2024Q4: 46,540 shares; 2025Q1: 45,236 shares; 2025Q2: 42,411 shares; 2025Q3: 36,854 shares; 2025Q4: 35,907 shares; 2026Q1: 35,848 shares; 2026Q2: 36,207 shares 36,207 $11M 0.42% +359 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,615 shares; 2025Q1: 53,837 shares; 2025Q2: 49,315 shares; 2025Q3: 56,302 shares; 2025Q4: 57,117 shares; 2026Q1: 60,937 shares; 2026Q2: 65,392 shares 65,392 $10.8M 0.41% +4,455 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585,307 shares; 2024Q4: 1,210,353 shares; 2025Q1: 1,854,282 shares; 2025Q2: 1,916,196 shares; 2025Q3: 1,965,106 shares; 2025Q4: 1,981,572 shares; 2026Q1: 2,234,353 shares; 2026Q2: 2,327,200 shares 2,327,200 $10.7M 0.41% +92,847 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; 2024Q3: 207,307 shares; 2024Q4: 327,816 shares; 2025Q1: 315,029 shares; 2025Q2: 207,187 shares; 2025Q3: 310,848 shares; 2025Q4: 218,941 shares; 2026Q1: 222,749 shares; 2026Q2: 207,325 shares 207,325 $10.4M 0.4% -15,424 Timeline ICLO 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; 2024Q3: 179,992 shares; 2024Q4: 211,605 shares; 2025Q1: 233,258 shares; 2025Q2: 250,355 shares; 2025Q3: 284,115 shares; 2025Q4: 306,059 shares; 2026Q1: 370,758 shares; 2026Q2: 402,524 shares 402,524 $10.3M 0.39% +31,766 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,906 shares; 2024Q4: 35,676 shares; 2025Q1: 35,819 shares; 2025Q2: 35,717 shares; 2025Q3: 38,166 shares; 2025Q4: 38,834 shares; 2026Q1: 43,735 shares; 2026Q2: 46,543 shares 46,543 $10.1M 0.39% +2,808 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; 2024Q3: 4,233 shares; 2024Q4: 4,234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 12,661 shares; 2026Q1: 100,868 shares; 2026Q2: 196,700 shares 196,700 $10M 0.38% +95,832 Timeline GSY 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; 2024Q3: 4,613 shares; 2024Q4: 25,481 shares; 2025Q1: 26,858 shares; 2025Q2: 197,538 shares; 2025Q3: 171,333 shares; 2025Q4: 186,865 shares; 2026Q1: 189,324 shares; 2026Q2: 197,063 shares 197,063 $9.88M 0.38% +7,739 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327,424 shares; 2024Q4: 99,932 shares; 2025Q1: 105,137 shares; 2025Q2: 336,660 shares; 2025Q3: 322,791 shares; 2025Q4: 315,818 shares; 2026Q1: 315,207 shares; 2026Q2: 323,702 shares 323,702 $9.72M 0.37% +8,495 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,651 shares; 2024Q4: 17,627 shares; 2025Q1: 7,515 shares; 2025Q2: 6,757 shares; 2025Q3: 7,552 shares; 2025Q4: 182,300 shares; 2026Q1: 187,036 shares; 2026Q2: 190,279 shares 190,279 $9.67M 0.37% +3,243 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,760 shares; 2025Q3: 53,832 shares; 2025Q4: 72,605 shares; 2026Q1: 63,341 shares; 2026Q2: 72,447 shares 72,447 $9.65M 0.37% +9,106 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306,806 shares; 2026Q2: 329,729 shares 329,729 $9.65M 0.37% +22,923 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,750 shares; 2024Q4: 229,562 shares; 2025Q1: 251,837 shares; 2025Q2: 271,989 shares; 2025Q3: 314,292 shares; 2025Q4: 337,252 shares; 2026Q1: 407,997 shares; 2026Q2: 436,320 shares 436,320 $9.58M 0.37% +28,323 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,939 shares; 2024Q4: 111,718 shares; 2025Q1: 116,474 shares; 2025Q2: 114,470 shares; 2025Q3: 113,339 shares; 2025Q4: 114,583 shares; 2026Q1: 104,374 shares; 2026Q2: 99,974 shares 99,974 $9.56M 0.37% -4,400 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,899 shares; 2024Q4: 57,931 shares; 2025Q1: 58,192 shares; 2025Q2: 76,322 shares; 2025Q3: 114,738 shares; 2025Q4: 60,661 shares; 2026Q1: 63,136 shares; 2026Q2: 63,837 shares 63,837 $9.47M 0.36% +701 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,542 shares; 2024Q4: 19,281 shares; 2025Q1: 18,242 shares; 2025Q2: 17,551 shares; 2025Q3: 17,168 shares; 2025Q4: 14,563 shares; 2026Q1: 15,168 shares; 2026Q2: 16,013 shares 16,013 $9.3M 0.36% +845 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,453 shares; 2024Q4: 17,065 shares; 2025Q1: 14,588 shares; 2025Q2: 19,363 shares; 2025Q3: 21,717 shares; 2025Q4: 25,659 shares; 2026Q1: 27,620 shares; 2026Q2: 25,087 shares 25,087 $9.24M 0.35% -2,533 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,951 shares; 2024Q4: 86,693 shares; 2025Q1: 117,985 shares; 2025Q2: 138,336 shares; 2025Q3: 159,081 shares; 2025Q4: 142,631 shares; 2026Q1: 162,966 shares; 2026Q2: 182,648 shares 182,648 $9.24M 0.35% +19,682 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; 2024Q3: 72,671 shares; 2024Q4: 111,271 shares; 2025Q1: 57,366 shares; 2025Q2: 225,216 shares; 2025Q3: 182,140 shares; 2025Q4: 203,140 shares; 2026Q1: 181,361 shares; 2026Q2: 234,840 shares 234,840 $9.22M 0.35% +53,479 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,437 shares; 2024Q4: 80,568 shares; 2025Q1: 91,343 shares; 2025Q2: 89,551 shares; 2025Q3: 94,380 shares; 2025Q4: 88,458 shares; 2026Q1: 558,506 shares; 2026Q2: 586,647 shares 586,647 $9.22M 0.35% +28,141 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,575 shares; 2024Q4: 47,901 shares; 2025Q1: 185,333 shares; 2025Q2: 174,672 shares; 2025Q3: 173,166 shares; 2025Q4: 373,177 shares; 2026Q1: 195,023 shares; 2026Q2: 195,833 shares 195,833 $8.88M 0.34% +810 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,604 shares; 2024Q4: 180,271 shares; 2025Q1: 161,068 shares; 2025Q2: 153,129 shares; 2025Q3: 159,537 shares; 2025Q4: 139,969 shares; 2026Q1: 101,867 shares; 2026Q2: 96,859 shares 96,859 $8.88M 0.34% -5,008 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; 2024Q3: 19,449 shares; 2024Q4: 23,071 shares; 2025Q1: 24,377 shares; 2025Q2: 23,849 shares; 2025Q3: 23,533 shares; 2025Q4: 23,389 shares; 2026Q1: 23,641 shares; 2026Q2: 24,050 shares 24,050 $8.27M 0.32% +409 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,917 shares; 2024Q4: 123,130 shares; 2025Q1: 42,102 shares; 2025Q2: 27,587 shares; 2025Q3: 21,912 shares; 2025Q4: 42,294 shares; 2026Q1: 97,751 shares; 2026Q2: 42,737 shares 42,737 $8.14M 0.31% -55,014 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,943 shares; 2024Q4: 250,441 shares; 2025Q1: 340,877 shares; 2025Q2: 341,959 shares; 2025Q3: 357,124 shares; 2025Q4: 363,381 shares; 2026Q1: 382,717 shares; 2026Q2: 400,765 shares 400,765 $8.02M 0.31% +18,048 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507,141 shares; 2024Q4: 547,408 shares; 2025Q1: 540,978 shares; 2025Q2: 516,858 shares; 2025Q3: 516,558 shares; 2025Q4: 527,776 shares; 2026Q1: 528,385 shares; 2026Q2: 546,040 shares 546,040 $7.99M 0.31% +17,655 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,725 shares; 2025Q4: 146,126 shares; 2026Q1: 299,225 shares; 2026Q2: 310,719 shares 310,719 $7.98M 0.31% +11,494 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,148 shares; 2024Q4: 197,642 shares; 2025Q1: 212,710 shares; 2025Q2: 212,221 shares; 2025Q3: 199,651 shares; 2025Q4: 208,666 shares; 2026Q1: 234,886 shares; 2026Q2: 244,771 shares 244,771 $7.76M 0.3% +9,885 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,446 shares; 2024Q4: 29,690 shares; 2025Q1: 29,436 shares; 2025Q2: 29,561 shares; 2025Q3: 29,621 shares; 2025Q4: 29,482 shares; 2026Q1: 30,650 shares; 2026Q2: 30,533 shares 30,533 $7.75M 0.3% -117 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; 2024Q3: not reported; 2024Q4: 100,661 shares; 2025Q1: 120,556 shares; 2025Q2: 123,208 shares; 2025Q3: 139,450 shares; 2025Q4: 146,928 shares; 2026Q1: 173,186 shares; 2026Q2: 192,829 shares 192,829 $7.74M 0.3% +19,643 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,807 shares; 2024Q4: 37,794 shares; 2025Q1: 308,067 shares; 2025Q2: 99,772 shares; 2025Q3: 196,090 shares; 2025Q4: 167,889 shares; 2026Q1: 161,270 shares; 2026Q2: 148,982 shares 148,982 $7.64M 0.29% -12,288 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,199 shares; 2025Q2: 101,216 shares; 2025Q3: 101,180 shares; 2025Q4: 101,130 shares; 2026Q1: 101,130 shares; 2026Q2: 99,712 shares 99,712 $7.57M 0.29% -1,418 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,996 shares; 2024Q4: 44,718 shares; 2025Q1: 45,457 shares; 2025Q2: 46,184 shares; 2025Q3: 52,653 shares; 2025Q4: 50,971 shares; 2026Q1: 52,446 shares; 2026Q2: 54,121 shares 54,121 $7.4M 0.28% +1,675 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; 2024Q3: 93,962 shares; 2024Q4: 82,541 shares; 2025Q1: 76,883 shares; 2025Q2: 76,068 shares; 2025Q3: 72,292 shares; 2025Q4: 70,950 shares; 2026Q1: 78,951 shares; 2026Q2: 80,789 shares 80,789 $7.33M 0.28% +1,838 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,996 shares; 2024Q4: 88,881 shares; 2025Q1: 105,819 shares; 2025Q2: 104,549 shares; 2025Q3: 107,120 shares; 2025Q4: not reported; 2026Q1: 105,319 shares; 2026Q2: 113,406 shares 113,406 $7.33M 0.28% +8,087 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,475 shares; 2024Q4: 19,613 shares; 2025Q1: 20,801 shares; 2025Q2: 21,418 shares; 2025Q3: 20,714 shares; 2025Q4: 20,419 shares; 2026Q1: 23,237 shares; 2026Q2: 24,097 shares 24,097 $7.3M 0.28% +860 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,728 shares; 2026Q2: 204,242 shares 204,242 $7.28M 0.28% +7,514 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,879 shares; 2024Q4: 33,052 shares; 2025Q1: 33,102 shares; 2025Q2: 33,091 shares; 2025Q3: 33,313 shares; 2025Q4: 29,186 shares; 2026Q1: 29,008 shares; 2026Q2: 28,893 shares 28,893 $7.27M 0.28% -115 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,637 shares; 2025Q4: 108,228 shares; 2026Q1: 128,870 shares; 2026Q2: 141,819 shares 141,819 $7.26M 0.28% +12,949 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,108 shares; 2024Q4: 383,090 shares; 2025Q1: 413,287 shares; 2025Q2: 427,088 shares; 2025Q3: 431,184 shares; 2025Q4: 466,219 shares; 2026Q1: 390,465 shares; 2026Q2: 325,064 shares 325,064 $7.25M 0.28% -65,401 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,819 shares; 2024Q4: 47,038 shares; 2025Q1: 44,980 shares; 2025Q2: 43,537 shares; 2025Q3: 43,733 shares; 2025Q4: 43,611 shares; 2026Q1: 42,156 shares; 2026Q2: 74,283 shares 74,283 $7.17M 0.27% +32,127 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,638 shares; 2024Q4: 180,619 shares; 2025Q1: 179,597 shares; 2025Q2: 183,909 shares; 2025Q3: 183,560 shares; 2025Q4: 181,263 shares; 2026Q1: 178,861 shares; 2026Q2: 178,047 shares 178,047 $7.16M 0.27% -814 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,461 shares; 2025Q1: 29,831 shares; 2025Q2: 30,701 shares; 2025Q3: 33,007 shares; 2025Q4: 34,344 shares; 2026Q1: 37,852 shares; 2026Q2: 41,405 shares 41,405 $7.04M 0.27% +3,553 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; 2024Q3: 673,819 shares; 2024Q4: 329,919 shares; 2025Q1: 387,060 shares; 2025Q2: 157,021 shares; 2025Q3: 144,233 shares; 2025Q4: 126,622 shares; 2026Q1: 151,385 shares; 2026Q2: 137,960 shares 137,960 $6.84M 0.26% -13,425 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,961 shares; 2024Q4: 183,702 shares; 2025Q1: 219,498 shares; 2025Q2: 225,155 shares; 2025Q3: 246,053 shares; 2025Q4: 252,039 shares; 2026Q1: 286,313 shares; 2026Q2: 318,211 shares 318,211 $6.72M 0.26% +31,898 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,384 shares; 2024Q4: 10,366 shares; 2025Q1: 10,476 shares; 2025Q2: 10,372 shares; 2025Q3: 10,426 shares; 2025Q4: 94,042 shares; 2026Q1: 93,360 shares; 2026Q2: 92,392 shares 92,392 $6.6M 0.25% -968 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,188 shares; 2024Q4: 47,598 shares; 2025Q1: 52,697 shares; 2025Q2: 60,523 shares; 2025Q3: 59,477 shares; 2025Q4: 54,139 shares; 2026Q1: 50,710 shares; 2026Q2: 50,083 shares 50,083 $6.44M 0.25% -627 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,410 shares; 2024Q4: 64,081 shares; 2025Q1: 64,787 shares; 2025Q2: 64,340 shares; 2025Q3: 64,504 shares; 2025Q4: 55,210 shares; 2026Q1: 55,020 shares; 2026Q2: 56,487 shares 56,487 $6.4M 0.24% +1,467 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; 2024Q3: 68,281 shares; 2024Q4: 73,057 shares; 2025Q1: 76,058 shares; 2025Q2: 72,550 shares; 2025Q3: 72,303 shares; 2025Q4: 74,358 shares; 2026Q1: 74,027 shares; 2026Q2: 74,432 shares 74,432 $6.36M 0.24% +405 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,300 shares; 2024Q4: 16,426 shares; 2025Q1: 16,372 shares; 2025Q2: 16,238 shares; 2025Q3: 16,252 shares; 2025Q4: 14,963 shares; 2026Q1: 15,167 shares; 2026Q2: 17,454 shares 17,454 $6.16M 0.24% +2,287 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,378 shares; 2024Q4: 67,639 shares; 2025Q1: 67,917 shares; 2025Q2: 65,016 shares; 2025Q3: 66,336 shares; 2025Q4: 66,988 shares; 2026Q1: 65,975 shares; 2026Q2: 68,140 shares 68,140 $6.14M 0.23% +2,165 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,085 shares; 2024Q4: 40,705 shares; 2025Q1: 43,570 shares; 2025Q2: 44,913 shares; 2025Q3: 46,253 shares; 2025Q4: 40,657 shares; 2026Q1: 41,099 shares; 2026Q2: 41,217 shares 41,217 $6.04M 0.23% +118 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,448 shares; 2024Q4: 29,344 shares; 2025Q1: 29,777 shares; 2025Q2: 28,398 shares; 2025Q3: 29,935 shares; 2025Q4: 39,683 shares; 2026Q1: 58,807 shares; 2026Q2: 76,185 shares 76,185 $6.02M 0.23% +17,378 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,542 shares; 2025Q1: 6,189 shares; 2025Q2: 6,226 shares; 2025Q3: 6,334 shares; 2025Q4: 4,782 shares; 2026Q1: 4,702 shares; 2026Q2: 4,913 shares 4,913 $5.89M 0.23% +211 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,504 shares; 2024Q4: 22,048 shares; 2025Q1: 13,287 shares; 2025Q2: 39,803 shares; 2025Q3: 35,595 shares; 2025Q4: 37,387 shares; 2026Q1: 34,448 shares; 2026Q2: 32,690 shares 32,690 $5.77M 0.22% -1,758 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,119 shares; 2024Q4: 138,234 shares; 2025Q1: 73,543 shares; 2025Q2: 68,804 shares; 2025Q3: 142,496 shares; 2025Q4: 74,057 shares; 2026Q1: 83,785 shares; 2026Q2: 84,917 shares 84,917 $5.74M 0.22% +1,132 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; 2024Q3: 144,798 shares; 2024Q4: 134,982 shares; 2025Q1: 154,345 shares; 2025Q2: 215,069 shares; 2025Q3: 127,422 shares; 2025Q4: 127,902 shares; 2026Q1: 130,182 shares; 2026Q2: 130,668 shares 130,668 $5.73M 0.22% +486 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,328 shares; 2024Q4: 42,445 shares; 2025Q1: 40,892 shares; 2025Q2: 40,107 shares; 2025Q3: 38,927 shares; 2025Q4: 38,504 shares; 2026Q1: 36,556 shares; 2026Q2: 36,564 shares 36,564 $5.56M 0.21% +8 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 15,151 shares; 2025Q1: 17,112 shares; 2025Q2: 111,966 shares; 2025Q3: 106,736 shares; 2025Q4: 112,504 shares; 2026Q1: 93,459 shares; 2026Q2: 91,219 shares 91,219 $5.5M 0.21% -2,240 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,226 shares; 2024Q4: 12,364 shares; 2025Q1: 11,467 shares; 2025Q2: 20,913 shares; 2025Q3: 8,212 shares; 2025Q4: 9,885 shares; 2026Q1: 8,765 shares; 2026Q2: 8,325 shares 8,325 $5.46M 0.21% -440 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,881 shares; 2024Q4: 19,125 shares; 2025Q1: 20,581 shares; 2025Q2: 21,600 shares; 2025Q3: 23,214 shares; 2025Q4: 23,506 shares; 2026Q1: 23,999 shares; 2026Q2: 23,517 shares 23,517 $5.16M 0.2% -482 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; 2024Q3: 55,018 shares; 2024Q4: 49,327 shares; 2025Q1: 49,530 shares; 2025Q2: 89,436 shares; 2025Q3: 119,965 shares; 2025Q4: 49,901 shares; 2026Q1: 49,521 shares; 2026Q2: 68,293 shares 68,293 $5.12M 0.2% +18,772 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,322 shares; 2024Q4: 59,616 shares; 2025Q1: 33,649 shares; 2025Q2: 156,062 shares; 2025Q3: 148,923 shares; 2025Q4: 91,801 shares; 2026Q1: 77,894 shares; 2026Q2: 95,238 shares 95,238 $5.06M 0.19% +17,344 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,225 shares; 2024Q4: 45,766 shares; 2025Q1: 45,757 shares; 2025Q2: 45,886 shares; 2025Q3: 45,115 shares; 2025Q4: 43,009 shares; 2026Q1: 44,149 shares; 2026Q2: 44,150 shares 44,150 $5.04M 0.19% +1 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,556 shares; 2024Q4: 13,307 shares; 2025Q1: 13,593 shares; 2025Q2: 47,772 shares; 2025Q3: 35,438 shares; 2025Q4: 36,487 shares; 2026Q1: 35,447 shares; 2026Q2: 182,284 shares 182,284 $5M 0.19% +146,837 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,349 shares; 2024Q4: 28,929 shares; 2025Q1: 29,963 shares; 2025Q2: 31,238 shares; 2025Q3: 30,197 shares; 2025Q4: 29,634 shares; 2026Q1: 29,599 shares; 2026Q2: 29,987 shares 29,987 $4.97M 0.19% +388 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,590 shares; 2024Q4: 40,310 shares; 2025Q1: 39,438 shares; 2025Q2: 38,885 shares; 2025Q3: 35,303 shares; 2025Q4: 34,464 shares; 2026Q1: 33,765 shares; 2026Q2: 33,977 shares 33,977 $4.96M 0.19% +212 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,125 shares; 2025Q2: 45,931 shares; 2025Q3: 48,368 shares; 2025Q4: 54,710 shares; 2026Q1: 55,067 shares; 2026Q2: 54,172 shares 54,172 $4.94M 0.19% -895 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,872 shares; 2024Q4: 7,139 shares; 2025Q1: 7,187 shares; 2025Q2: 12,113 shares; 2025Q3: 13,140 shares; 2025Q4: 11,269 shares; 2026Q1: 12,852 shares; 2026Q2: 11,778 shares 11,778 $4.9M 0.19% -1,074 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,236 shares; 2024Q4: 9,191 shares; 2025Q1: 9,199 shares; 2025Q2: 9,233 shares; 2025Q3: 9,190 shares; 2025Q4: 7,894 shares; 2026Q1: 8,093 shares; 2026Q2: 9,493 shares 9,493 $4.88M 0.19% +1,400 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,036 shares; 2024Q4: 2,008 shares; 2025Q1: 2,435 shares; 2025Q2: 2,546 shares; 2025Q3: 2,718 shares; 2025Q4: 2,567 shares; 2026Q1: 2,935 shares; 2026Q2: 4,107 shares 4,107 $4.83M 0.18% +1,172 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,343 shares; 2024Q4: 54,178 shares; 2025Q1: 70,161 shares; 2025Q2: 70,683 shares; 2025Q3: 75,912 shares; 2025Q4: 92,622 shares; 2026Q1: 103,658 shares; 2026Q2: 105,113 shares 105,113 $4.78M 0.18% +1,455 Timeline RSPA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,220 shares; 2025Q2: 54,221 shares; 2025Q3: 55,951 shares; 2025Q4: 63,650 shares; 2026Q1: 84,290 shares; 2026Q2: 89,116 shares 89,116 $4.75M 0.18% +4,826 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,290 shares; 2024Q4: 42,251 shares; 2025Q1: 42,644 shares; 2025Q2: 45,943 shares; 2025Q3: 46,394 shares; 2025Q4: 46,122 shares; 2026Q1: 40,473 shares; 2026Q2: 40,224 shares 40,224 $4.75M 0.18% -249 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,968 shares; 2024Q4: 4,352 shares; 2025Q1: 4,358 shares; 2025Q2: 4,249 shares; 2025Q3: 4,450 shares; 2025Q4: 3,975 shares; 2026Q1: 4,440 shares; 2026Q2: 4,448 shares 4,448 $4.74M 0.18% +8 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,928 shares; 2024Q4: 28,466 shares; 2025Q1: 33,249 shares; 2025Q2: 20,474 shares; 2025Q3: 21,164 shares; 2025Q4: 19,859 shares; 2026Q1: 17,665 shares; 2026Q2: 25,278 shares 25,278 $4.68M 0.18% +7,613 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,447 shares; 2024Q4: 207,769 shares; 2025Q1: 116,101 shares; 2025Q2: 128,245 shares; 2025Q3: 129,555 shares; 2025Q4: 156,452 shares; 2026Q1: 167,752 shares; 2026Q2: 201,222 shares 201,222 $4.67M 0.18% +33,470 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,079 shares; 2024Q4: 32,564 shares; 2025Q1: 21,328 shares; 2025Q2: 22,632 shares; 2025Q3: 16,414 shares; 2025Q4: 19,253 shares; 2026Q1: 34,686 shares; 2026Q2: 37,310 shares 37,310 $4.64M 0.18% +2,624 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,571 shares; 2024Q4: 24,467 shares; 2025Q1: 23,721 shares; 2025Q2: 23,867 shares; 2025Q3: 24,307 shares; 2025Q4: 23,854 shares; 2026Q1: 24,712 shares; 2026Q2: 24,124 shares 24,124 $4.58M 0.18% -588 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,786 shares; 2024Q4: 21,661 shares; 2025Q1: 24,528 shares; 2025Q2: 23,861 shares; 2025Q3: 49,025 shares; 2025Q4: 52,872 shares; 2026Q1: 66,195 shares; 2026Q2: 73,293 shares 73,293 $4.51M 0.17% +7,098 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,179 shares; 2025Q2: 4,076 shares; 2025Q3: 9,091 shares; 2025Q4: 9,111 shares; 2026Q1: 10,672 shares; 2026Q2: 85,657 shares 85,657 $4.49M 0.17% +74,985 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,453 shares; 2024Q4: 7,050 shares; 2025Q1: 7,035 shares; 2025Q2: 6,965 shares; 2025Q3: 6,856 shares; 2025Q4: 5,033 shares; 2026Q1: 4,869 shares; 2026Q2: 4,777 shares 4,777 $4.47M 0.17% -92 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; 2024Q3: 60,046 shares; 2024Q4: 66,786 shares; 2025Q1: 71,193 shares; 2025Q2: 11,332 shares; 2025Q3: 88,707 shares; 2025Q4: 60,602 shares; 2026Q1: 63,555 shares; 2026Q2: 56,160 shares 56,160 $4.46M 0.17% -7,395 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,260 shares; 2024Q4: 124,004 shares; 2025Q1: 123,074 shares; 2025Q2: 129,445 shares; 2025Q3: 130,367 shares; 2025Q4: 131,211 shares; 2026Q1: 133,102 shares; 2026Q2: 143,043 shares 143,043 $4.42M 0.17% +9,941 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,522 shares; 2024Q4: 13,663 shares; 2025Q1: 14,140 shares; 2025Q2: 13,591 shares; 2025Q3: 13,493 shares; 2025Q4: 13,050 shares; 2026Q1: 14,147 shares; 2026Q2: 54,733 shares 54,733 $4.41M 0.17% +40,586 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,652 shares; 2024Q4: 56,530 shares; 2025Q1: 57,184 shares; 2025Q2: 57,895 shares; 2025Q3: 67,858 shares; 2025Q4: 66,216 shares; 2026Q1: 61,298 shares; 2026Q2: 63,748 shares 63,748 $4.34M 0.17% +2,450 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,188 shares; 2024Q4: 228,426 shares; 2025Q1: 235,622 shares; 2025Q2: 250,996 shares; 2025Q3: 269,872 shares; 2025Q4: 280,562 shares; 2026Q1: 288,032 shares; 2026Q2: 307,432 shares 307,432 $4.25M 0.16% +19,400 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,720 shares; 2024Q4: 50,512 shares; 2025Q1: 67,756 shares; 2025Q2: 60,615 shares; 2025Q3: 60,996 shares; 2025Q4: 61,334 shares; 2026Q1: 63,519 shares; 2026Q2: 63,312 shares 63,312 $4.18M 0.16% -207 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,286 shares; 2024Q4: 7,960 shares; 2025Q1: 8,247 shares; 2025Q2: 8,921 shares; 2025Q3: 9,246 shares; 2025Q4: 9,075 shares; 2026Q1: 9,023 shares; 2026Q2: 38,302 shares 38,302 $4.18M 0.16% +29,279 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,701 shares; 2024Q4: 47,916 shares; 2025Q1: 47,945 shares; 2025Q2: 46,900 shares; 2025Q3: 50,328 shares; 2025Q4: 49,119 shares; 2026Q1: 51,363 shares; 2026Q2: 54,419 shares 54,419 $4.12M 0.16% +3,056 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,355 shares; 2024Q4: 33,741 shares; 2025Q1: 33,525 shares; 2025Q2: 33,807 shares; 2025Q3: 36,635 shares; 2025Q4: 27,740 shares; 2026Q1: 26,987 shares; 2026Q2: 26,810 shares 26,810 $4.12M 0.16% -177 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,242 shares; 2024Q4: 7,408 shares; 2025Q1: 7,653 shares; 2025Q2: 7,620 shares; 2025Q3: 8,234 shares; 2025Q4: 5,773 shares; 2026Q1: 5,704 shares; 2026Q2: 5,606 shares 5,606 $4.05M 0.16% -98 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,437 shares; 2025Q3: 202,460 shares; 2025Q4: 213,902 shares; 2026Q1: 201,759 shares; 2026Q2: 214,083 shares 214,083 $3.97M 0.15% +12,324 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,714 shares; 2024Q4: 9,553 shares; 2025Q1: 11,052 shares; 2025Q2: 11,325 shares; 2025Q3: 11,496 shares; 2025Q4: 11,590 shares; 2026Q1: 10,517 shares; 2026Q2: 10,621 shares 10,621 $3.97M 0.15% +104 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; 2024Q3: 26,732 shares; 2024Q4: 103,922 shares; 2025Q1: 103,965 shares; 2025Q2: 161,679 shares; 2025Q3: 160,347 shares; 2025Q4: 155,541 shares; 2026Q1: 158,393 shares; 2026Q2: 157,794 shares 157,794 $3.93M 0.15% -599 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,970 shares; 2024Q4: 201,904 shares; 2025Q1: 201,048 shares; 2025Q2: 206,955 shares; 2025Q3: 210,009 shares; 2025Q4: 208,370 shares; 2026Q1: 207,230 shares; 2026Q2: 214,190 shares 214,190 $3.83M 0.15% +6,960 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,596 shares; 2025Q3: 18,024 shares; 2025Q4: 22,087 shares; 2026Q1: 26,009 shares; 2026Q2: 32,118 shares 32,118 $3.83M 0.15% +6,109 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,817 shares; 2024Q4: 33,272 shares; 2025Q1: 37,761 shares; 2025Q2: 35,803 shares; 2025Q3: 38,668 shares; 2025Q4: not reported; 2026Q1: 38,997 shares; 2026Q2: 39,172 shares 39,172 $3.78M 0.14% +175 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares; 2026Q1: 1,558 shares; 2026Q2: 7,797 shares 7,797 $3.77M 0.14% +6,239 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; 2024Q3: 47,748 shares; 2024Q4: 44,551 shares; 2025Q1: 43,830 shares; 2025Q2: 43,675 shares; 2025Q3: 42,927 shares; 2025Q4: 43,620 shares; 2026Q1: 44,847 shares; 2026Q2: 45,032 shares 45,032 $3.77M 0.14% +185 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,876 shares; 2024Q4: 10,249 shares; 2025Q1: 10,544 shares; 2025Q2: 10,042 shares; 2025Q3: 13,225 shares; 2025Q4: 12,329 shares; 2026Q1: 11,993 shares; 2026Q2: 13,214 shares 13,214 $3.72M 0.14% +1,221 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,070 shares; 2024Q4: 10,888 shares; 2025Q1: 10,549 shares; 2025Q2: 9,846 shares; 2025Q3: 5,551 shares; 2025Q4: 5,226 shares; 2026Q1: 7,087 shares; 2026Q2: 28,717 shares 28,717 $3.57M 0.14% +21,630 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; 2024Q3: 15,993 shares; 2024Q4: 15,844 shares; 2025Q1: 15,180 shares; 2025Q2: 14,697 shares; 2025Q3: 15,104 shares; 2025Q4: 15,461 shares; 2026Q1: 15,819 shares; 2026Q2: 16,257 shares 16,257 $3.56M 0.14% +438 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,412 shares; 2026Q1: 38,650 shares; 2026Q2: 74,655 shares 74,655 $3.5M 0.13% +36,005 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,861 shares; 2024Q4: 29,861 shares; 2025Q1: 29,861 shares; 2025Q2: 28,006 shares; 2025Q3: 43,006 shares; 2025Q4: 34,450 shares; 2026Q1: 34,450 shares; 2026Q2: 331,248 shares 331,248 $3.41M 0.13% +296,798 Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 267,714 shares 267,714 $3.41M 0.13% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,763 shares; 2025Q1: 40,018 shares; 2025Q2: 46,667 shares; 2025Q3: 50,660 shares; 2025Q4: 49,950 shares; 2026Q1: 47,411 shares; 2026Q2: 147,433 shares 147,433 $3.36M 0.13% +100,022 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,400 shares; 2024Q4: 31,142 shares; 2025Q1: 32,346 shares; 2025Q2: 33,038 shares; 2025Q3: 32,948 shares; 2025Q4: 27,491 shares; 2026Q1: 28,080 shares; 2026Q2: 28,191 shares 28,191 $3.31M 0.13% +111 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,678 shares; 2024Q4: 3,642 shares; 2025Q1: 3,641 shares; 2025Q2: 3,144 shares; 2025Q3: 3,105 shares; 2025Q4: 2,605 shares; 2026Q1: 2,770 shares; 2026Q2: 27,570 shares 27,570 $3.3M 0.13% +24,800 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,822 shares; 2024Q4: 45,406 shares; 2025Q1: 47,172 shares; 2025Q2: 66,549 shares; 2025Q3: 67,216 shares; 2025Q4: 69,673 shares; 2026Q1: 70,153 shares; 2026Q2: 70,703 shares 70,703 $3.22M 0.12% +550 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; 2024Q3: 77,123 shares; 2024Q4: 77,790 shares; 2025Q1: 79,470 shares; 2025Q2: 80,952 shares; 2025Q3: 81,542 shares; 2025Q4: 84,659 shares; 2026Q1: 86,169 shares; 2026Q2: 86,873 shares 86,873 $3.19M 0.12% +704 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,337 shares; 2024Q4: 35,110 shares; 2025Q1: 31,735 shares; 2025Q2: 12,096 shares; 2025Q3: 17,292 shares; 2025Q4: 28,017 shares; 2026Q1: 30,133 shares; 2026Q2: 30,589 shares 30,589 $3.13M 0.12% +456 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,731 shares; 2024Q4: 5,164 shares; 2025Q1: 4,963 shares; 2025Q2: 6,770 shares; 2025Q3: 6,184 shares; 2025Q4: 5,750 shares; 2026Q1: 5,735 shares; 2026Q2: 6,184 shares 6,184 $3.1M 0.12% +449 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,579 shares; 2024Q4: 23,895 shares; 2025Q1: 19,864 shares; 2025Q2: 23,757 shares; 2025Q3: 28,052 shares; 2025Q4: 28,802 shares; 2026Q1: 30,612 shares; 2026Q2: 32,764 shares 32,764 $3.1M 0.12% +2,152 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 4,384 shares; 2025Q1: 4,364 shares; 2025Q2: 4,446 shares; 2025Q3: 4,398 shares; 2025Q4: 3,607 shares; 2026Q1: 3,788 shares; 2026Q2: 3,997 shares 3,997 $3.05M 0.12% +209 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,179 shares; 2026Q1: 39,688 shares; 2026Q2: 39,835 shares 39,835 $3.02M 0.12% +147 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,863 shares; 2024Q4: 39,228 shares; 2025Q1: 41,323 shares; 2025Q2: 40,734 shares; 2025Q3: 38,393 shares; 2025Q4: 37,708 shares; 2026Q1: 41,422 shares; 2026Q2: 48,240 shares 48,240 $3M 0.11% +6,818 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,630 shares; 2024Q4: 34,188 shares; 2025Q1: 33,485 shares; 2025Q2: 33,690 shares; 2025Q3: 33,968 shares; 2025Q4: 34,020 shares; 2026Q1: 35,122 shares; 2026Q2: 36,584 shares 36,584 $2.97M 0.11% +1,462 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,560 shares; 2024Q4: 42,482 shares; 2025Q1: 35,200 shares; 2025Q2: 56,671 shares; 2025Q3: 44,010 shares; 2025Q4: 38,250 shares; 2026Q1: 37,320 shares; 2026Q2: 38,486 shares 38,486 $2.95M 0.11% +1,166 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,740 shares; 2025Q2: 27,511 shares; 2025Q3: 24,897 shares; 2025Q4: 23,571 shares; 2026Q1: 26,260 shares; 2026Q2: 25,084 shares 25,084 $2.94M 0.11% -1,176 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,604 shares; 2024Q4: 26,580 shares; 2025Q1: 29,593 shares; 2025Q2: 29,790 shares; 2025Q3: 26,015 shares; 2025Q4: 16,149 shares; 2026Q1: 15,585 shares; 2026Q2: 15,658 shares 15,658 $2.93M 0.11% +73 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,851 shares 12,851 $2.88M 0.11% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,833 shares 12,833 $2.84M 0.11% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,905 shares; 2026Q2: 29,555 shares 29,555 $2.79M 0.11% -1,350 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: not reported; 2026Q2: 53,257 shares 53,257 $2.78M 0.11% new Timeline FWD 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,478 shares 18,478 $2.74M 0.1% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,853 shares; 2024Q4: 31,456 shares; 2025Q1: 31,393 shares; 2025Q2: 30,321 shares; 2025Q3: 30,561 shares; 2025Q4: 27,316 shares; 2026Q1: 26,921 shares; 2026Q2: 26,269 shares 26,269 $2.72M 0.1% -652 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,332 shares; 2024Q4: 59,401 shares; 2025Q1: 60,136 shares; 2025Q2: 59,563 shares; 2025Q3: 59,772 shares; 2025Q4: 61,636 shares; 2026Q1: 64,123 shares; 2026Q2: 63,507 shares 63,507 $2.69M 0.1% -616 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,863 shares; 2024Q4: 38,441 shares; 2025Q1: 37,894 shares; 2025Q2: 38,535 shares; 2025Q3: 38,490 shares; 2025Q4: 38,027 shares; 2026Q1: 37,424 shares; 2026Q2: 37,511 shares 37,511 $2.67M 0.1% +87 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,656 shares; 2024Q4: 189,124 shares; 2025Q1: 170,708 shares; 2025Q2: 218,046 shares; 2025Q3: 143,206 shares; 2025Q4: 150,728 shares; 2026Q1: 144,002 shares; 2026Q2: 113,786 shares 113,786 $2.67M 0.1% -30,216 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,567 shares 15,567 $2.66M 0.1% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,042 shares; 2024Q4: 44,612 shares; 2025Q1: 45,058 shares; 2025Q2: 44,939 shares; 2025Q3: 44,154 shares; 2025Q4: 42,236 shares; 2026Q1: 41,969 shares; 2026Q2: 41,570 shares 41,570 $2.65M 0.1% -399 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; 2024Q3: 329,040 shares; 2024Q4: 14,262 shares; 2025Q1: 12,069 shares; 2025Q2: 47,612 shares; 2025Q3: 124,976 shares; 2025Q4: 105,865 shares; 2026Q1: 71,144 shares; 2026Q2: 52,727 shares 52,727 $2.63M 0.1% -18,417 Timeline TRPA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,299 shares; 2025Q2: 17,677 shares; 2025Q3: 42,481 shares; 2025Q4: 71,344 shares; 2026Q1: 73,500 shares; 2026Q2: 67,294 shares 67,294 $2.61M 0.1% -6,206 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,602 shares; 2024Q4: 23,066 shares; 2025Q1: 23,599 shares; 2025Q2: 24,668 shares; 2025Q3: 24,899 shares; 2025Q4: 22,973 shares; 2026Q1: 21,533 shares; 2026Q2: 22,026 shares 22,026 $2.59M 0.1% +493 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,528 shares; 2024Q4: 20,366 shares; 2025Q1: 19,966 shares; 2025Q2: 19,011 shares; 2025Q3: 18,971 shares; 2025Q4: 18,334 shares; 2026Q1: 18,334 shares; 2026Q2: 18,287 shares 18,287 $2.59M 0.1% -47 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,345 shares; 2024Q4: 8,928 shares; 2025Q1: 10,149 shares; 2025Q2: 12,913 shares; 2025Q3: 11,976 shares; 2025Q4: 11,877 shares; 2026Q1: 12,222 shares; 2026Q2: 13,500 shares 13,500 $2.57M 0.1% +1,278 Timeline FLLA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,506 shares; 2026Q2: 96,025 shares 96,025 $2.55M 0.1% +9,519 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,710 shares; 2025Q3: 37,147 shares; 2025Q4: 46,464 shares; 2026Q1: 48,843 shares; 2026Q2: 47,843 shares 47,843 $2.52M 0.1% -1,000 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718,070 shares; 2025Q3: 809,713 shares; 2025Q4: 839,270 shares; 2026Q1: 830,546 shares; 2026Q2: 437,241 shares 437,241 $2.51M 0.1% -393,305 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,854 shares; 2024Q4: 28,949 shares; 2025Q1: 26,053 shares; 2025Q2: 25,856 shares; 2025Q3: 25,332 shares; 2025Q4: 26,008 shares; 2026Q1: 25,840 shares; 2026Q2: 25,713 shares 25,713 $2.48M 0.09% -127 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 6,166 shares; 2025Q1: 8,678 shares; 2025Q2: 10,885 shares; 2025Q3: 12,109 shares; 2025Q4: 12,235 shares; 2026Q1: 12,054 shares; 2026Q2: 13,172 shares 13,172 $2.48M 0.09% +1,118 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,398 shares; 2024Q4: 17,594 shares; 2025Q1: 17,296 shares; 2025Q2: 17,949 shares; 2025Q3: 25,191 shares; 2025Q4: 26,923 shares; 2026Q1: 35,763 shares; 2026Q2: 35,808 shares 35,808 $2.46M 0.09% +45 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,218 shares; 2024Q4: 15,982 shares; 2025Q1: 22,969 shares; 2025Q2: 26,915 shares; 2025Q3: 26,644 shares; 2025Q4: 25,258 shares; 2026Q1: 23,879 shares; 2026Q2: 23,496 shares 23,496 $2.44M 0.09% -383 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,950 shares; 2025Q1: 7,990 shares; 2025Q2: 8,109 shares; 2025Q3: 7,791 shares; 2025Q4: not reported; 2026Q1: 6,799 shares; 2026Q2: 7,127 shares 7,127 $2.41M 0.09% +328 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 4,136 shares; 2025Q1: 6,317 shares; 2025Q2: 5,492 shares; 2025Q3: 5,563 shares; 2025Q4: 5,264 shares; 2026Q1: 5,776 shares; 2026Q2: 5,585 shares 5,585 $2.41M 0.09% -191 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,194 shares; 2024Q4: 28,346 shares; 2025Q1: 29,269 shares; 2025Q2: 29,267 shares; 2025Q3: 29,378 shares; 2025Q4: 26,603 shares; 2026Q1: 25,905 shares; 2026Q2: 27,375 shares 27,375 $2.4M 0.09% +1,470 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,423 shares; 2024Q4: 22,301 shares; 2025Q1: 21,306 shares; 2025Q2: 20,197 shares; 2025Q3: 19,438 shares; 2025Q4: 19,032 shares; 2026Q1: 19,339 shares; 2026Q2: 19,106 shares 19,106 $2.38M 0.09% -233 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,834 shares; 2024Q4: 17,366 shares; 2025Q1: 16,993 shares; 2025Q2: 16,567 shares; 2025Q3: 16,377 shares; 2025Q4: 14,654 shares; 2026Q1: 15,523 shares; 2026Q2: 15,521 shares 15,521 $2.35M 0.09% -2 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,496 shares; 2024Q4: 33,886 shares; 2025Q1: 34,157 shares; 2025Q2: 34,221 shares; 2025Q3: 32,631 shares; 2025Q4: 35,314 shares; 2026Q1: 38,104 shares; 2026Q2: 41,036 shares 41,036 $2.34M 0.09% +2,932 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,154 shares; 2024Q4: 8,456 shares; 2025Q1: 8,505 shares; 2025Q2: 8,514 shares; 2025Q3: 8,653 shares; 2025Q4: 8,658 shares; 2026Q1: 8,754 shares; 2026Q2: 9,055 shares 9,055 $2.31M 0.09% +301 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,641 shares; 2024Q4: 7,362 shares; 2025Q1: 7,126 shares; 2025Q2: 7,086 shares; 2025Q3: 7,005 shares; 2025Q4: 9,229 shares; 2026Q1: 9,271 shares; 2026Q2: 6,735 shares 6,735 $2.31M 0.09% -2,536 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,396 shares; 2026Q1: 47,625 shares; 2026Q2: 39,328 shares 39,328 $2.29M 0.09% -8,297 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,027 shares; 2024Q4: 8,732 shares; 2025Q1: 7,619 shares; 2025Q2: 14,561 shares; 2025Q3: 13,573 shares; 2025Q4: 18,284 shares; 2026Q1: 19,474 shares; 2026Q2: 25,435 shares 25,435 $2.29M 0.09% +5,961 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; 2024Q3: 19,945 shares; 2024Q4: 17,784 shares; 2025Q1: 20,782 shares; 2025Q2: 25,132 shares; 2025Q3: 25,362 shares; 2025Q4: 37,778 shares; 2026Q1: 44,873 shares; 2026Q2: 47,210 shares 47,210 $2.27M 0.09% +2,337 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 402 shares; 2025Q1: 400 shares; 2025Q2: 399 shares; 2025Q3: 402 shares; 2025Q4: 297 shares; 2026Q1: 341 shares; 2026Q2: 12,364 shares 12,364 $2.2M 0.08% +12,023 Timeline YEAR 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; 2024Q3: 90,575 shares; 2024Q4: 100,569 shares; 2025Q1: 80,299 shares; 2025Q2: 75,746 shares; 2025Q3: 48,324 shares; 2025Q4: 48,376 shares; 2026Q1: 48,498 shares; 2026Q2: 43,643 shares 43,643 $2.2M 0.08% -4,855 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,370 shares; 2024Q4: 81,516 shares; 2025Q1: 92,042 shares; 2025Q2: 20,614 shares; 2025Q3: 18,784 shares; 2025Q4: 18,993 shares; 2026Q1: 20,301 shares; 2026Q2: 21,976 shares 21,976 $2.17M 0.08% +1,675 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,966 shares; 2024Q4: 11,522 shares; 2025Q1: 12,097 shares; 2025Q2: 12,059 shares; 2025Q3: 11,950 shares; 2025Q4: 14,330 shares; 2026Q1: 15,891 shares; 2026Q2: 14,743 shares 14,743 $2.16M 0.08% -1,148 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,984 shares; 2024Q4: 14,842 shares; 2025Q1: 14,601 shares; 2025Q2: 13,688 shares; 2025Q3: 13,728 shares; 2025Q4: 13,452 shares; 2026Q1: 13,425 shares; 2026Q2: 13,766 shares 13,766 $2.15M 0.08% +341 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,080 shares; 2024Q4: 9,291 shares; 2025Q1: 9,076 shares; 2025Q2: 9,285 shares; 2025Q3: 9,070 shares; 2025Q4: 8,512 shares; 2026Q1: 8,266 shares; 2026Q2: 8,187 shares 8,187 $2.13M 0.08% -79 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,903 shares; 2026Q2: 42,189 shares 42,189 $2.13M 0.08% +286 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,183 shares; 2025Q4: 9,384 shares; 2026Q1: 7,264 shares; 2026Q2: 7,635 shares 7,635 $2.11M 0.08% +371 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,204 shares; 2024Q4: 64,333 shares; 2025Q1: 65,381 shares; 2025Q2: 65,489 shares; 2025Q3: 67,119 shares; 2025Q4: 69,087 shares; 2026Q1: 67,597 shares; 2026Q2: 67,766 shares 67,766 $2.11M 0.08% +169 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,913 shares; 2024Q4: 6,625 shares; 2025Q1: 6,541 shares; 2025Q2: 8,592 shares; 2025Q3: 8,209 shares; 2025Q4: 7,290 shares; 2026Q1: 6,802 shares; 2026Q2: 6,198 shares 6,198 $2.1M 0.08% -604 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,966 shares; 2024Q4: 23,884 shares; 2025Q1: 24,088 shares; 2025Q2: 23,662 shares; 2025Q3: 23,088 shares; 2025Q4: 23,524 shares; 2026Q1: 23,704 shares; 2026Q2: 24,287 shares 24,287 $2.08M 0.08% +583 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,224 shares; 2024Q4: 50,617 shares; 2025Q1: 53,650 shares; 2025Q2: 31,894 shares; 2025Q3: 47,305 shares; 2025Q4: 39,064 shares; 2026Q1: 39,605 shares; 2026Q2: 38,422 shares 38,422 $2.05M 0.08% -1,183 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,963 shares; 2024Q4: 19,529 shares; 2025Q1: 23,087 shares; 2025Q2: 21,514 shares; 2025Q3: 18,998 shares; 2025Q4: 17,521 shares; 2026Q1: 18,780 shares; 2026Q2: 19,078 shares 19,078 $2.05M 0.08% +298 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,805 shares; 2025Q2: 37,102 shares; 2025Q3: 39,820 shares; 2025Q4: 41,687 shares; 2026Q1: 45,531 shares; 2026Q2: 50,505 shares 50,505 $2.03M 0.08% +4,974 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,894 shares; 2024Q4: 19,864 shares; 2025Q1: 19,433 shares; 2025Q2: 18,978 shares; 2025Q3: 17,930 shares; 2025Q4: 17,328 shares; 2026Q1: 17,186 shares; 2026Q2: 36,075 shares 36,075 $2.03M 0.08% +18,889 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,780 shares; 2025Q3: 54,657 shares; 2025Q4: 63,888 shares; 2026Q1: 51,371 shares; 2026Q2: 52,260 shares 52,260 $2.02M 0.08% +889 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,480 shares; 2024Q4: 16,387 shares; 2025Q1: 17,942 shares; 2025Q2: 17,740 shares; 2025Q3: 18,878 shares; 2025Q4: 18,128 shares; 2026Q1: 18,976 shares; 2026Q2: 24,157 shares 24,157 $2M 0.08% +5,181 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,225 shares; 2024Q4: 22,609 shares; 2025Q1: 18,965 shares; 2025Q2: 20,365 shares; 2025Q3: 18,715 shares; 2025Q4: 19,033 shares; 2026Q1: 29,415 shares; 2026Q2: 29,122 shares 29,122 $1.99M 0.08% -293 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,123 shares; 2024Q4: 25,556 shares; 2025Q1: 22,861 shares; 2025Q2: 22,455 shares; 2025Q3: 22,595 shares; 2025Q4: 21,496 shares; 2026Q1: 20,747 shares; 2026Q2: 20,517 shares 20,517 $1.97M 0.08% -230 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: 4,179 shares; 2025Q1: 4,074 shares; 2025Q2: 3,958 shares; 2025Q3: 3,719 shares; 2025Q4: 3,421 shares; 2026Q1: 3,703 shares; 2026Q2: 3,869 shares 3,869 $1.97M 0.08% +166 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,749 shares; 2024Q4: 340,153 shares; 2025Q1: 371,821 shares; 2025Q2: 88,003 shares; 2025Q3: 534,418 shares; 2025Q4: 74,389 shares; 2026Q1: 74,594 shares; 2026Q2: 77,118 shares 77,118 $1.97M 0.08% +2,524 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; 2024Q3: 78,818 shares; 2024Q4: 42,380 shares; 2025Q1: 40,777 shares; 2025Q2: 37,049 shares; 2025Q3: 37,546 shares; 2025Q4: 38,516 shares; 2026Q1: 39,530 shares; 2026Q2: 41,655 shares 41,655 $1.95M 0.07% +2,125 Timeline TCAF 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,777 shares; 2025Q2: 14,455 shares; 2025Q3: 17,194 shares; 2025Q4: not reported; 2026Q1: 36,862 shares; 2026Q2: 47,418 shares 47,418 $1.95M 0.07% +10,556 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,720 shares; 2024Q4: 6,364 shares; 2025Q1: 6,267 shares; 2025Q2: 5,080 shares; 2025Q3: 16,582 shares; 2025Q4: 17,112 shares; 2026Q1: 19,508 shares; 2026Q2: 19,781 shares 19,781 $1.94M 0.07% +273 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 162,571 shares 162,571 $1.92M 0.07% new Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,275 shares; 2025Q2: 5,648 shares; 2025Q3: 5,537 shares; 2025Q4: 5,631 shares; 2026Q1: 5,701 shares; 2026Q2: 5,765 shares 5,765 $1.91M 0.07% +64 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,199 shares; 2024Q4: 10,253 shares; 2025Q1: 10,488 shares; 2025Q2: 10,416 shares; 2025Q3: 10,506 shares; 2025Q4: 10,058 shares; 2026Q1: 18,745 shares; 2026Q2: 18,366 shares 18,366 $1.91M 0.07% -379 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,406 shares; 2024Q4: 18,296 shares; 2025Q1: 18,562 shares; 2025Q2: 17,586 shares; 2025Q3: 18,747 shares; 2025Q4: 18,741 shares; 2026Q1: 18,620 shares; 2026Q2: 18,603 shares 18,603 $1.88M 0.07% -17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,330 shares; 2025Q3: 1,304 shares; 2025Q4: 1,239 shares; 2026Q1: 1,244 shares; 2026Q2: 943 shares 943 $1.88M 0.07% -301 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,098 shares; 2025Q3: 83,292 shares; 2025Q4: 85,356 shares; 2026Q1: 77,377 shares; 2026Q2: 74,974 shares 74,974 $1.86M 0.07% -2,403 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,008 shares; 2024Q4: 226,210 shares; 2025Q1: 221,310 shares; 2025Q2: 238,031 shares; 2025Q3: 252,072 shares; 2025Q4: 260,405 shares; 2026Q1: 261,324 shares; 2026Q2: 275,934 shares 275,934 $1.86M 0.07% +14,610 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,378 shares; 2024Q4: 27,086 shares; 2025Q1: 27,099 shares; 2025Q2: 25,342 shares; 2025Q3: 25,343 shares; 2025Q4: 24,744 shares; 2026Q1: 24,745 shares; 2026Q2: 24,478 shares 24,478 $1.86M 0.07% -267 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,482 shares; 2024Q4: 28,391 shares; 2025Q1: 35,237 shares; 2025Q2: 35,780 shares; 2025Q3: 35,576 shares; 2025Q4: 29,900 shares; 2026Q1: 31,418 shares; 2026Q2: 25,518 shares 25,518 $1.84M 0.07% -5,900 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 1,045 shares; 2025Q1: 1,389 shares; 2025Q2: 1,712 shares; 2025Q3: 1,738 shares; 2025Q4: 1,651 shares; 2026Q1: 1,591 shares; 2026Q2: 1,819 shares 1,819 $1.84M 0.07% +228 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,301 shares; 2025Q3: 40,841 shares; 2025Q4: 39,886 shares; 2026Q1: 41,814 shares; 2026Q2: 42,272 shares 42,272 $1.82M 0.07% +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; 2024Q3: 4,307 shares; 2024Q4: 4,568 shares; 2025Q1: 3,594 shares; 2025Q2: 5,046 shares; 2025Q3: 9,807 shares; 2025Q4: 8,944 shares; 2026Q1: 7,581 shares; 2026Q2: 7,515 shares 7,515 $1.82M 0.07% -66 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; 2024Q3: 52,238 shares; 2024Q4: 50,716 shares; 2025Q1: 48,171 shares; 2025Q2: 45,543 shares; 2025Q3: 29,499 shares; 2025Q4: 29,881 shares; 2026Q1: 29,589 shares; 2026Q2: 30,041 shares 30,041 $1.79M 0.07% +452 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,160 shares; 2024Q4: 11,350 shares; 2025Q1: 10,981 shares; 2025Q2: 12,158 shares; 2025Q3: 12,725 shares; 2025Q4: 12,035 shares; 2026Q1: 13,120 shares; 2026Q2: 15,309 shares 15,309 $1.79M 0.07% +2,189 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,334 shares; 2024Q4: 63,684 shares; 2025Q1: 72,585 shares; 2025Q2: 73,229 shares; 2025Q3: 29,480 shares; 2025Q4: 29,839 shares; 2026Q1: 30,077 shares; 2026Q2: 29,853 shares 29,853 $1.79M 0.07% -224 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,936 shares; 2024Q4: 324,458 shares; 2025Q1: 129,433 shares; 2025Q2: 13,341 shares; 2025Q3: 12,008 shares; 2025Q4: 12,985 shares; 2026Q1: 143,121 shares; 2026Q2: 21,509 shares 21,509 $1.79M 0.07% -121,612 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,065 shares; 2024Q4: 7,427 shares; 2025Q1: 6,840 shares; 2025Q2: 6,767 shares; 2025Q3: 7,163 shares; 2025Q4: 8,391 shares; 2026Q1: 7,068 shares; 2026Q2: 9,252 shares 9,252 $1.77M 0.07% +2,184 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,936 shares; 2024Q4: 13,711 shares; 2025Q1: 13,147 shares; 2025Q2: 13,340 shares; 2025Q3: 12,557 shares; 2025Q4: 11,823 shares; 2026Q1: 11,350 shares; 2026Q2: 13,018 shares 13,018 $1.76M 0.07% +1,668 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,951 shares; 2024Q4: 76,246 shares; 2025Q1: 76,256 shares; 2025Q2: 75,567 shares; 2025Q3: 77,922 shares; 2025Q4: 82,116 shares; 2026Q1: 83,604 shares; 2026Q2: 110,627 shares 110,627 $1.76M 0.07% +27,023 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,239 shares; 2024Q4: 37,613 shares; 2025Q1: 134,060 shares; 2025Q2: 51,641 shares; 2025Q3: 54,128 shares; 2025Q4: 57,271 shares; 2026Q1: 56,709 shares; 2026Q2: 56,730 shares 56,730 $1.75M 0.07% +21 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,214 shares; 2024Q4: 23,600 shares; 2025Q1: 23,398 shares; 2025Q2: 23,090 shares; 2025Q3: 23,835 shares; 2025Q4: 23,753 shares; 2026Q1: 23,936 shares; 2026Q2: 24,272 shares 24,272 $1.75M 0.07% +336 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,579 shares; 2024Q4: 4,744 shares; 2025Q1: 4,675 shares; 2025Q2: 4,555 shares; 2025Q3: 4,552 shares; 2025Q4: 4,148 shares; 2026Q1: 4,352 shares; 2026Q2: 4,355 shares 4,355 $1.73M 0.07% +3 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 3,259 shares; 2025Q4: 967 shares; 2026Q1: not reported; 2026Q2: 17,221 shares 17,221 $1.71M 0.07% new Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,590 shares; 2024Q4: 38,747 shares; 2025Q1: 39,139 shares; 2025Q2: 35,465 shares; 2025Q3: 36,746 shares; 2025Q4: 36,631 shares; 2026Q1: 36,692 shares; 2026Q2: 37,250 shares 37,250 $1.71M 0.07% +558 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,461 shares; 2024Q4: 31,585 shares; 2025Q1: 31,151 shares; 2025Q2: 31,365 shares; 2025Q3: 28,311 shares; 2025Q4: 31,053 shares; 2026Q1: 29,809 shares; 2026Q2: 29,492 shares 29,492 $1.7M 0.07% -317 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,815 shares; 2024Q4: 64,815 shares; 2025Q1: 66,400 shares; 2025Q2: 74,068 shares; 2025Q3: 77,346 shares; 2025Q4: 74,238 shares; 2026Q1: 71,626 shares; 2026Q2: 70,067 shares 70,067 $1.69M 0.06% -1,559 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,030 shares; 2024Q4: 45,511 shares; 2025Q1: 265,464 shares; 2025Q2: 239,101 shares; 2025Q3: 227,034 shares; 2025Q4: 42,645 shares; 2026Q1: 40,497 shares; 2026Q2: 38,118 shares 38,118 $1.68M 0.06% -2,379 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,243 shares; 2024Q4: 4,474 shares; 2025Q1: 4,481 shares; 2025Q2: 4,559 shares; 2025Q3: 4,772 shares; 2025Q4: 4,561 shares; 2026Q1: 9,381 shares; 2026Q2: 9,006 shares 9,006 $1.67M 0.06% -375 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,215 shares; 2024Q4: 15,775 shares; 2025Q1: 15,125 shares; 2025Q2: 13,818 shares; 2025Q3: 11,055 shares; 2025Q4: 11,104 shares; 2026Q1: 10,938 shares; 2026Q2: 10,589 shares 10,589 $1.66M 0.06% -349 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,040 shares; 2024Q4: 8,438 shares; 2025Q1: 8,351 shares; 2025Q2: 8,357 shares; 2025Q3: 7,902 shares; 2025Q4: 9,445 shares; 2026Q1: 10,857 shares; 2026Q2: 11,804 shares 11,804 $1.65M 0.06% +947 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,188 shares; 2026Q1: 18,170 shares; 2026Q2: 37,120 shares 37,120 $1.62M 0.06% +18,950 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; 2024Q3: 54,705 shares; 2024Q4: 54,851 shares; 2025Q1: 56,495 shares; 2025Q2: 56,177 shares; 2025Q3: 36,894 shares; 2025Q4: 36,775 shares; 2026Q1: 35,443 shares; 2026Q2: 32,296 shares 32,296 $1.62M 0.06% -3,147 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,403 shares; 2024Q4: 10,715 shares; 2025Q1: 10,391 shares; 2025Q2: 10,136 shares; 2025Q3: 10,208 shares; 2025Q4: 5,040 shares; 2026Q1: 4,799 shares; 2026Q2: 4,742 shares 4,742 $1.62M 0.06% -57 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,646 shares; 2025Q1: 2,223 shares; 2025Q2: 2,116 shares; 2025Q3: 3,081 shares; 2025Q4: 12,995 shares; 2026Q1: 14,734 shares; 2026Q2: 16,245 shares 16,245 $1.61M 0.06% +1,511 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,820 shares; 2026Q1: 10,822 shares; 2026Q2: 3,328 shares 3,328 $1.61M 0.06% -7,494 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,672 shares; 2024Q4: 23,740 shares; 2025Q1: 30,191 shares; 2025Q2: 42,923 shares; 2025Q3: 33,331 shares; 2025Q4: 15,699 shares; 2026Q1: 16,069 shares; 2026Q2: 13,658 shares 13,658 $1.59M 0.06% -2,411 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,782 shares; 2024Q4: 11,805 shares; 2025Q1: 11,005 shares; 2025Q2: 11,345 shares; 2025Q3: 11,175 shares; 2025Q4: 11,195 shares; 2026Q1: 11,144 shares; 2026Q2: 11,259 shares 11,259 $1.54M 0.06% +115 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,889 shares; 2024Q4: 21,878 shares; 2025Q1: 21,659 shares; 2025Q2: 21,668 shares; 2025Q3: 21,613 shares; 2025Q4: 20,121 shares; 2026Q1: 25,201 shares; 2026Q2: 26,332 shares 26,332 $1.54M 0.06% +1,131 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; 2024Q3: 26,315 shares; 2024Q4: 31,359 shares; 2025Q1: 34,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,838 shares; 2026Q1: 19,483 shares; 2026Q2: 55,851 shares 55,851 $1.53M 0.06% +36,368 Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,053 shares; 2026Q2: 59,284 shares 59,284 $1.52M 0.06% +4,231 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,441 shares; 2024Q4: 8,229 shares; 2025Q1: 8,523 shares; 2025Q2: 10,152 shares; 2025Q3: 10,608 shares; 2025Q4: 10,779 shares; 2026Q1: 11,292 shares; 2026Q2: 10,612 shares 10,612 $1.51M 0.06% -680 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,035 shares; 2024Q4: 16,184 shares; 2025Q1: 18,946 shares; 2025Q2: 16,746 shares; 2025Q3: 19,827 shares; 2025Q4: 21,344 shares; 2026Q1: 26,543 shares; 2026Q2: 29,779 shares 29,779 $1.51M 0.06% +3,236 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,340 shares; 2025Q1: 9,286 shares; 2025Q2: 9,039 shares; 2025Q3: 11,323 shares; 2025Q4: 12,414 shares; 2026Q1: 12,610 shares; 2026Q2: 12,926 shares 12,926 $1.5M 0.06% +316 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,793 shares; 2025Q1: 28,308 shares; 2025Q2: 28,873 shares; 2025Q3: 29,965 shares; 2025Q4: 33,678 shares; 2026Q1: 34,924 shares; 2026Q2: 35,242 shares 35,242 $1.48M 0.06% +318 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,465 shares; 2025Q3: 23,681 shares; 2025Q4: 13,007 shares; 2026Q1: 38,902 shares; 2026Q2: 54,261 shares 54,261 $1.47M 0.06% +15,359 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,465 shares; 2024Q4: 32,076 shares; 2025Q1: 35,394 shares; 2025Q2: 30,655 shares; 2025Q3: 23,159 shares; 2025Q4: 33,035 shares; 2026Q1: 34,223 shares; 2026Q2: 33,997 shares 33,997 $1.47M 0.06% -226 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,257 shares; 2025Q1: 1,213 shares; 2025Q2: 1,205 shares; 2025Q3: 1,509 shares; 2025Q4: 1,473 shares; 2026Q1: 1,555 shares; 2026Q2: 1,509 shares 1,509 $1.45M 0.06% -46 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; 2024Q3: 4,035 shares; 2024Q4: 2,836 shares; 2025Q1: 4,566 shares; 2025Q2: 7,172 shares; 2025Q3: 10,830 shares; 2025Q4: 13,209 shares; 2026Q1: 13,262 shares; 2026Q2: 13,449 shares 13,449 $1.45M 0.06% +187 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,732 shares; 2024Q4: 53,260 shares; 2025Q1: 58,749 shares; 2025Q2: 57,670 shares; 2025Q3: 60,515 shares; 2025Q4: 47,315 shares; 2026Q1: 48,009 shares; 2026Q2: 47,983 shares 47,983 $1.44M 0.06% -26 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,632 shares; 2024Q4: 98,227 shares; 2025Q1: 97,347 shares; 2025Q2: 90,985 shares; 2025Q3: 49,583 shares; 2025Q4: 51,975 shares; 2026Q1: 50,433 shares; 2026Q2: 51,867 shares 51,867 $1.44M 0.05% +1,434 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,517 shares; 2024Q4: 68,875 shares; 2025Q1: 75,763 shares; 2025Q2: 74,541 shares; 2025Q3: 75,698 shares; 2025Q4: 69,552 shares; 2026Q1: 67,812 shares; 2026Q2: 69,229 shares 69,229 $1.43M 0.05% +1,417 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,542 shares; 2024Q4: 16,734 shares; 2025Q1: 16,746 shares; 2025Q2: 16,472 shares; 2025Q3: 16,099 shares; 2025Q4: 14,141 shares; 2026Q1: 14,449 shares; 2026Q2: 15,634 shares 15,634 $1.42M 0.05% +1,185 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; 2024Q3: 2,673 shares; 2024Q4: 2,572 shares; 2025Q1: 2,523 shares; 2025Q2: 2,518 shares; 2025Q3: 2,504 shares; 2025Q4: 2,492 shares; 2026Q1: 2,632 shares; 2026Q2: 2,650 shares 2,650 $1.38M 0.05% +18 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; 2024Q3: 11,529 shares; 2024Q4: 12,799 shares; 2025Q1: 17,617 shares; 2025Q2: 18,785 shares; 2025Q3: 18,700 shares; 2025Q4: not reported; 2026Q1: 18,958 shares; 2026Q2: 28,359 shares 28,359 $1.38M 0.05% +9,401 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,467 shares; 2024Q4: 7,467 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: 7,102 shares; 2026Q1: 6,802 shares; 2026Q2: 6,656 shares 6,656 $1.37M 0.05% -146 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,818 shares; 2024Q4: 5,414 shares; 2025Q1: 5,411 shares; 2025Q2: 5,318 shares; 2025Q3: 5,503 shares; 2025Q4: 4,812 shares; 2026Q1: 5,074 shares; 2026Q2: 5,042 shares 5,042 $1.36M 0.05% -32 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,942 shares; 2024Q4: 14,902 shares; 2025Q1: 15,286 shares; 2025Q2: 16,087 shares; 2025Q3: 17,062 shares; 2025Q4: 17,325 shares; 2026Q1: 17,439 shares; 2026Q2: 18,390 shares 18,390 $1.35M 0.05% +951 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,826 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,897 shares; 2025Q4: 1,802 shares; 2026Q1: 2,272 shares; 2026Q2: 2,392 shares 2,392 $1.34M 0.05% +120 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,043 shares; 2024Q4: 21,453 shares; 2025Q1: 28,988 shares; 2025Q2: 10,122 shares; 2025Q3: 10,037 shares; 2025Q4: 10,042 shares; 2026Q1: 9,311 shares; 2026Q2: 10,423 shares 10,423 $1.33M 0.05% +1,112 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,254 shares; 2024Q4: 18,192 shares; 2025Q1: 17,656 shares; 2025Q2: 17,415 shares; 2025Q3: 12,073 shares; 2025Q4: 6,317 shares; 2026Q1: 8,207 shares; 2026Q2: 8,408 shares 8,408 $1.33M 0.05% +201 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,511 shares; 2024Q4: 9,117 shares; 2025Q1: 9,223 shares; 2025Q2: 8,123 shares; 2025Q3: 8,471 shares; 2025Q4: 7,711 shares; 2026Q1: 7,587 shares; 2026Q2: 7,535 shares 7,535 $1.33M 0.05% -52 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,934 shares; 2025Q1: 3,988 shares; 2025Q2: 3,987 shares; 2025Q3: 3,942 shares; 2025Q4: 2,682 shares; 2026Q1: 3,034 shares; 2026Q2: 3,247 shares 3,247 $1.32M 0.05% +213 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,223 shares; 2024Q4: 7,990 shares; 2025Q1: 8,201 shares; 2025Q2: 7,760 shares; 2025Q3: 7,647 shares; 2025Q4: not reported; 2026Q1: 6,202 shares; 2026Q2: 6,435 shares 6,435 $1.32M 0.05% +233 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,793 shares; 2024Q4: 3,644 shares; 2025Q1: 3,646 shares; 2025Q2: 3,708 shares; 2025Q3: 4,013 shares; 2025Q4: 3,346 shares; 2026Q1: 3,396 shares; 2026Q2: 2,867 shares 2,867 $1.32M 0.05% -529 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,901 shares; 2025Q1: 5,907 shares; 2025Q2: 6,358 shares; 2025Q3: 5,959 shares; 2025Q4: 5,990 shares; 2026Q1: 6,123 shares; 2026Q2: 9,545 shares 9,545 $1.31M 0.05% +3,422 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,304 shares; 2024Q4: 19,849 shares; 2025Q1: 10,155 shares; 2025Q2: 10,908 shares; 2025Q3: 12,674 shares; 2025Q4: 12,696 shares; 2026Q1: 21,217 shares; 2026Q2: 22,172 shares 22,172 $1.31M 0.05% +955 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,700 shares; 2025Q1: 72,548 shares; 2025Q2: 46,740 shares; 2025Q3: 47,740 shares; 2025Q4: 48,059 shares; 2026Q1: 48,558 shares; 2026Q2: 53,684 shares 53,684 $1.29M 0.05% +5,126 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,161 shares; 2024Q4: 17,124 shares; 2025Q1: 15,548 shares; 2025Q2: 15,589 shares; 2025Q3: 16,374 shares; 2025Q4: 16,620 shares; 2026Q1: 16,808 shares; 2026Q2: 15,447 shares 15,447 $1.28M 0.05% -1,361 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,520 shares; 2026Q2: 37,155 shares 37,155 $1.27M 0.05% +20,635 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,445 shares; 2024Q4: 66,509 shares; 2025Q1: 84,863 shares; 2025Q2: 109,328 shares; 2025Q3: 114,582 shares; 2025Q4: 125,787 shares; 2026Q1: 125,087 shares; 2026Q2: 124,411 shares 124,411 $1.26M 0.05% -676 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; 2024Q3: 6,746 shares; 2024Q4: 6,590 shares; 2025Q1: 7,270 shares; 2025Q2: 7,617 shares; 2025Q3: 8,195 shares; 2025Q4: 8,042 shares; 2026Q1: 7,466 shares; 2026Q2: 7,666 shares 7,666 $1.25M 0.05% +200 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,036 shares; 2024Q4: 4,840 shares; 2025Q1: 4,843 shares; 2025Q2: 4,826 shares; 2025Q3: 4,769 shares; 2025Q4: 4,917 shares; 2026Q1: 6,118 shares; 2026Q2: 6,334 shares 6,334 $1.25M 0.05% +216 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,752 shares; 2025Q2: 41,145 shares; 2025Q3: 36,050 shares; 2025Q4: 35,225 shares; 2026Q1: 34,456 shares; 2026Q2: 24,812 shares 24,812 $1.24M 0.05% -9,644 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,443 shares; 2024Q4: 1,392 shares; 2025Q1: 1,353 shares; 2025Q2: 1,350 shares; 2025Q3: 1,330 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $1.23M 0.05% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,529 shares; 2024Q4: 22,058 shares; 2025Q1: 20,913 shares; 2025Q2: 18,430 shares; 2025Q3: 18,273 shares; 2025Q4: 18,207 shares; 2026Q1: 18,561 shares; 2026Q2: 16,744 shares 16,744 $1.23M 0.05% -1,817 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,138 shares; 2024Q4: 20,976 shares; 2025Q1: 21,136 shares; 2025Q2: 20,745 shares; 2025Q3: 20,784 shares; 2025Q4: 15,627 shares; 2026Q1: 24,167 shares; 2026Q2: 28,728 shares 28,728 $1.23M 0.05% +4,561 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,939 shares; 2025Q4: 3,929 shares; 2026Q1: 5,503 shares; 2026Q2: 6,407 shares 6,407 $1.22M 0.05% +904 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,568 shares; 2024Q4: 5,133 shares; 2025Q1: 5,035 shares; 2025Q2: 4,538 shares; 2025Q3: 4,542 shares; 2025Q4: 4,088 shares; 2026Q1: 4,156 shares; 2026Q2: 4,083 shares 4,083 $1.22M 0.05% -73 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,856 shares; 2024Q4: 29,939 shares; 2025Q1: 29,637 shares; 2025Q2: 11,026 shares; 2025Q3: 6,737 shares; 2025Q4: 10,168 shares; 2026Q1: 19,977 shares; 2026Q2: 23,977 shares 23,977 $1.21M 0.05% +4,000 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,340 shares; 2025Q3: 9,340 shares; 2025Q4: 11,156 shares; 2026Q1: 12,023 shares; 2026Q2: 11,956 shares 11,956 $1.21M 0.05% -67 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,679 shares; 2024Q4: 10,836 shares; 2025Q1: 10,836 shares; 2025Q2: 11,177 shares; 2025Q3: 11,066 shares; 2025Q4: 10,845 shares; 2026Q1: 10,673 shares; 2026Q2: 10,752 shares 10,752 $1.21M 0.05% +79 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,555 shares; 2024Q4: 10,362 shares; 2025Q1: 10,763 shares; 2025Q2: 18,375 shares; 2025Q3: 16,652 shares; 2025Q4: 11,257 shares; 2026Q1: 7,883 shares; 2026Q2: 7,675 shares 7,675 $1.2M 0.05% -208 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 4,364 shares; 2025Q1: 4,355 shares; 2025Q2: 4,187 shares; 2025Q3: 4,118 shares; 2025Q4: 5,990 shares; 2026Q1: 6,023 shares; 2026Q2: 4,330 shares 4,330 $1.19M 0.05% -1,693 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,208 shares; 2025Q1: 16,584 shares; 2025Q2: 17,657 shares; 2025Q3: 19,305 shares; 2025Q4: not reported; 2026Q1: 23,205 shares; 2026Q2: 24,465 shares 24,465 $1.18M 0.05% +1,260 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,064 shares; 2024Q4: 2,991 shares; 2025Q1: 2,986 shares; 2025Q2: 2,480 shares; 2025Q3: 2,397 shares; 2025Q4: 2,194 shares; 2026Q1: 2,129 shares; 2026Q2: 2,239 shares 2,239 $1.18M 0.05% +110 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,182 shares; 2024Q4: 10,611 shares; 2025Q1: 10,731 shares; 2025Q2: 13,835 shares; 2025Q3: 12,635 shares; 2025Q4: 10,497 shares; 2026Q1: 10,066 shares; 2026Q2: 11,782 shares 11,782 $1.17M 0.04% +1,716 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,327 shares; 2026Q1: 12,753 shares; 2026Q2: 27,442 shares 27,442 $1.13M 0.04% +14,689 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 5,634 shares; 2025Q1: 7,394 shares; 2025Q2: 7,616 shares; 2025Q3: 7,532 shares; 2025Q4: 8,626 shares; 2026Q1: 8,908 shares; 2026Q2: 15,496 shares 15,496 $1.11M 0.04% +6,588 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,995 shares; 2026Q1: 10,995 shares; 2026Q2: 10,995 shares 10,995 $1.11M 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,946 shares; 2025Q1: 2,791 shares; 2025Q2: 3,342 shares; 2025Q3: 3,823 shares; 2025Q4: not reported; 2026Q1: 3,651 shares; 2026Q2: 3,663 shares 3,663 $1.1M 0.04% +12 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,937 shares; 2025Q1: 7,511 shares; 2025Q2: 9,053 shares; 2025Q3: 9,198 shares; 2025Q4: 9,867 shares; 2026Q1: 10,347 shares; 2026Q2: 10,541 shares 10,541 $1.1M 0.04% +194 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,958 shares; 2024Q4: 12,877 shares; 2025Q1: 10,776 shares; 2025Q2: 9,859 shares; 2025Q3: 10,015 shares; 2025Q4: 7,649 shares; 2026Q1: 7,668 shares; 2026Q2: 7,850 shares 7,850 $1.1M 0.04% +182 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,481 shares; 2024Q4: 3,495 shares; 2025Q1: 3,506 shares; 2025Q2: 3,460 shares; 2025Q3: 3,448 shares; 2025Q4: 3,217 shares; 2026Q1: 3,211 shares; 2026Q2: 3,211 shares 3,211 $1.09M 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,682 shares; 2024Q4: 8,631 shares; 2025Q1: 8,559 shares; 2025Q2: 8,026 shares; 2025Q3: 7,750 shares; 2025Q4: 6,818 shares; 2026Q1: 6,678 shares; 2026Q2: 6,471 shares 6,471 $1.09M 0.04% -207 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,784 shares; 2025Q1: 5,831 shares; 2025Q2: 5,549 shares; 2025Q3: 5,228 shares; 2025Q4: not reported; 2026Q1: 5,291 shares; 2026Q2: 6,035 shares 6,035 $1.09M 0.04% +744 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,480 shares; 2026Q1: 18,547 shares; 2026Q2: 21,935 shares 21,935 $1.08M 0.04% +3,388 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,781 shares; 2026Q1: 13,301 shares; 2026Q2: 37,418 shares 37,418 $1.08M 0.04% +24,117 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,076 shares; 2024Q4: 6,584 shares; 2025Q1: 6,543 shares; 2025Q2: 6,695 shares; 2025Q3: 6,811 shares; 2025Q4: 3,873 shares; 2026Q1: 4,946 shares; 2026Q2: 5,842 shares 5,842 $1.08M 0.04% +896 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 4,107 shares; 2025Q1: 5,124 shares; 2025Q2: 5,611 shares; 2025Q3: 6,613 shares; 2025Q4: 4,462 shares; 2026Q1: 5,120 shares; 2026Q2: 8,675 shares 8,675 $1.08M 0.04% +3,555 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 5,715 shares; 2025Q1: 5,637 shares; 2025Q2: 5,562 shares; 2025Q3: 5,543 shares; 2025Q4: 4,084 shares; 2026Q1: 4,186 shares; 2026Q2: 4,197 shares 4,197 $1.07M 0.04% +11 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 9,624 shares; 2025Q1: 16,098 shares; 2025Q2: 16,203 shares; 2025Q3: 15,537 shares; 2025Q4: 11,834 shares; 2026Q1: 11,717 shares; 2026Q2: 11,721 shares 11,721 $1.07M 0.04% +4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,222 shares; 2025Q2: 10,204 shares; 2025Q3: 12,009 shares; 2025Q4: 14,662 shares; 2026Q1: 18,970 shares; 2026Q2: 26,339 shares 26,339 $1.07M 0.04% +7,369 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,710 shares; 2024Q4: 28,088 shares; 2025Q1: 29,011 shares; 2025Q2: 30,970 shares; 2025Q3: 15,818 shares; 2025Q4: 14,818 shares; 2026Q1: 28,683 shares; 2026Q2: 39,901 shares 39,901 $1.06M 0.04% +11,218 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,934 shares; 2024Q4: 2,007 shares; 2025Q1: 1,981 shares; 2025Q2: 1,981 shares; 2025Q3: 2,099 shares; 2025Q4: 1,478 shares; 2026Q1: 2,139 shares; 2026Q2: 4,027 shares 4,027 $1.05M 0.04% +1,888 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 958 shares; 2025Q4: 1,532 shares; 2026Q1: 1,567 shares; 2026Q2: 1,632 shares 1,632 $1.05M 0.04% +65 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; 2024Q3: 11,442 shares; 2024Q4: 11,289 shares; 2025Q1: 11,468 shares; 2025Q2: 11,361 shares; 2025Q3: 14,800 shares; 2025Q4: 14,678 shares; 2026Q1: 18,050 shares; 2026Q2: 13,417 shares 13,417 $1.05M 0.04% -4,633 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,927 shares; 2025Q3: 25,187 shares; 2025Q4: 17,883 shares; 2026Q1: 20,556 shares; 2026Q2: 29,580 shares 29,580 $1.02M 0.04% +9,024 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,799 shares; 2025Q4: 19,914 shares; 2026Q1: 18,218 shares; 2026Q2: 17,185 shares 17,185 $1.02M 0.04% -1,033 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,661 shares; 2024Q4: 4,428 shares; 2025Q1: 4,234 shares; 2025Q2: 4,293 shares; 2025Q3: 4,181 shares; 2025Q4: 4,309 shares; 2026Q1: 4,650 shares; 2026Q2: 4,690 shares 4,690 $1.02M 0.04% +40 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; 2024Q3: 2,367 shares; 2024Q4: 2,334 shares; 2025Q1: 2,282 shares; 2025Q2: 2,288 shares; 2025Q3: 2,289 shares; 2025Q4: 2,146 shares; 2026Q1: 2,061 shares; 2026Q2: 2,062 shares 2,062 $1.01M 0.04% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,354 shares; 2025Q1: 4,275 shares; 2025Q2: 4,342 shares; 2025Q3: 4,368 shares; 2025Q4: 4,269 shares; 2026Q1: 4,198 shares; 2026Q2: 4,166 shares 4,166 $1.01M 0.04% -32 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,145 shares; 2026Q1: not reported; 2026Q2: 39,943 shares 39,943 $1.01M 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,472 shares; 2024Q4: 41,090 shares; 2025Q1: 41,213 shares; 2025Q2: 102,602 shares; 2025Q3: 44,868 shares; 2025Q4: 47,688 shares; 2026Q1: 31,140 shares; 2026Q2: 32,968 shares 32,968 $1.01M 0.04% +1,828 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,842 shares; 2025Q1: 9,667 shares; 2025Q2: 10,967 shares; 2025Q3: 11,583 shares; 2025Q4: 16,970 shares; 2026Q1: 15,395 shares; 2026Q2: 14,895 shares 14,895 $1M 0.04% -500 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,802 shares; 2024Q4: 4,312 shares; 2025Q1: 4,480 shares; 2025Q2: 4,567 shares; 2025Q3: 5,150 shares; 2025Q4: 4,708 shares; 2026Q1: 8,257 shares; 2026Q2: 4,772 shares 4,772 $997K 0.04% -3,485 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816 shares; 2024Q4: 3,129 shares; 2025Q1: 3,578 shares; 2025Q2: 3,621 shares; 2025Q3: 3,927 shares; 2025Q4: 1,891 shares; 2026Q1: 1,998 shares; 2026Q2: 2,087 shares 2,087 $997K 0.04% +89 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,201 shares; 2025Q1: 1,319 shares; 2025Q2: 3,009 shares; 2025Q3: 2,987 shares; 2025Q4: 2,895 shares; 2026Q1: 3,514 shares; 2026Q2: 3,466 shares 3,466 $990K 0.04% -48 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,608 shares; 2026Q1: 67,751 shares; 2026Q2: 124,766 shares 124,766 $989K 0.04% +57,015 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,902 shares; 2024Q4: 16,892 shares; 2025Q1: 14,729 shares; 2025Q2: 23,704 shares; 2025Q3: 27,791 shares; 2025Q4: 25,028 shares; 2026Q1: 21,378 shares; 2026Q2: 21,178 shares 21,178 $985K 0.04% -200 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,313 shares; 2025Q4: 1,229 shares; 2026Q1: 1,231 shares; 2026Q2: 1,232 shares 1,232 $984K 0.04% +1 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,850 shares; 2025Q3: 50,313 shares; 2025Q4: 49,613 shares; 2026Q1: 38,248 shares; 2026Q2: 39,473 shares 39,473 $982K 0.04% +1,225 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,764 shares; 2024Q4: 36,381 shares; 2025Q1: 41,602 shares; 2025Q2: 41,468 shares; 2025Q3: 46,470 shares; 2025Q4: 48,342 shares; 2026Q1: 50,172 shares; 2026Q2: 51,356 shares 51,356 $982K 0.04% +1,184 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,977 shares; 2024Q4: 15,742 shares; 2025Q1: 15,692 shares; 2025Q2: 12,482 shares; 2025Q3: 11,638 shares; 2025Q4: 10,036 shares; 2026Q1: 10,169 shares; 2026Q2: 10,169 shares 10,169 $977K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,050 shares; 2024Q4: 7,031 shares; 2025Q1: 7,038 shares; 2025Q2: 7,143 shares; 2025Q3: 7,147 shares; 2025Q4: 6,750 shares; 2026Q1: 6,784 shares; 2026Q2: 6,790 shares 6,790 $972K 0.04% +6 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,886 shares; 2024Q4: 5,799 shares; 2025Q1: 6,196 shares; 2025Q2: 9,921 shares; 2025Q3: 11,603 shares; 2025Q4: 11,791 shares; 2026Q1: 13,870 shares; 2026Q2: 19,404 shares 19,404 $970K 0.04% +5,534 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,136 shares; 2024Q4: 2,954 shares; 2025Q1: 3,078 shares; 2025Q2: 2,975 shares; 2025Q3: 3,037 shares; 2025Q4: 2,758 shares; 2026Q1: 2,665 shares; 2026Q2: 2,672 shares 2,672 $968K 0.04% +7 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,335 shares; 2025Q4: 12,422 shares; 2026Q1: 9,497 shares; 2026Q2: 8,551 shares 8,551 $958K 0.04% -946 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,145 shares; 2024Q4: 11,213 shares; 2025Q1: 10,906 shares; 2025Q2: 11,006 shares; 2025Q3: 10,579 shares; 2025Q4: 9,606 shares; 2026Q1: 9,560 shares; 2026Q2: 10,490 shares 10,490 $949K 0.04% +930 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; 2024Q3: 1,237 shares; 2024Q4: 1,209 shares; 2025Q1: 1,017 shares; 2025Q2: 967 shares; 2025Q3: 988 shares; 2025Q4: 9,983 shares; 2026Q1: 7,427 shares; 2026Q2: 10,670 shares 10,670 $938K 0.04% +3,243 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,714 shares; 2024Q4: 39,026 shares; 2025Q1: 40,051 shares; 2025Q2: 38,811 shares; 2025Q3: 38,125 shares; 2025Q4: 43,199 shares; 2026Q1: 38,504 shares; 2026Q2: 38,125 shares 38,125 $936K 0.04% -379 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,625 shares; 2026Q1: not reported; 2026Q2: 40,042 shares 40,042 $927K 0.04% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,874 shares; 2024Q4: 8,705 shares; 2025Q1: 8,722 shares; 2025Q2: 6,921 shares; 2025Q3: 6,654 shares; 2025Q4: 6,119 shares; 2026Q1: 5,504 shares; 2026Q2: 5,504 shares 5,504 $927K 0.04% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,778 shares; 2024Q4: 3,977 shares; 2025Q1: 5,376 shares; 2025Q2: 5,565 shares; 2025Q3: 7,958 shares; 2025Q4: not reported; 2026Q1: 10,806 shares; 2026Q2: 8,701 shares 8,701 $926K 0.04% -2,105 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,782 shares; 2024Q4: 27,115 shares; 2025Q1: 31,762 shares; 2025Q2: 47,382 shares; 2025Q3: 55,137 shares; 2025Q4: 58,284 shares; 2026Q1: 58,001 shares; 2026Q2: 55,748 shares 55,748 $922K 0.04% -2,253 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,938 shares; 2024Q4: 7,041 shares; 2025Q1: 13,403 shares; 2025Q2: 13,403 shares; 2025Q3: 13,558 shares; 2025Q4: 13,718 shares; 2026Q1: 13,906 shares; 2026Q2: 13,906 shares 13,906 $922K 0.04% 0 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; 2024Q3: 4,566 shares; 2024Q4: 7,959 shares; 2025Q1: 7,983 shares; 2025Q2: 8,276 shares; 2025Q3: 8,347 shares; 2025Q4: 8,004 shares; 2026Q1: 8,004 shares; 2026Q2: 8,004 shares 8,004 $919K 0.04% 0 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,579 shares; 2024Q4: 28,365 shares; 2025Q1: 28,517 shares; 2025Q2: 26,186 shares; 2025Q3: 24,528 shares; 2025Q4: 21,921 shares; 2026Q1: 19,184 shares; 2026Q2: 18,886 shares 18,886 $917K 0.04% -298 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,724 shares; 2024Q4: 11,318 shares; 2025Q1: 11,669 shares; 2025Q2: 12,760 shares; 2025Q3: 11,970 shares; 2025Q4: 11,387 shares; 2026Q1: 11,309 shares; 2026Q2: 11,164 shares 11,164 $917K 0.04% -145 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,693 shares; 2025Q2: 2,669 shares; 2025Q3: 2,674 shares; 2025Q4: 2,486 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $913K 0.03% 0 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 15,652 shares; 2026Q2: 19,868 shares 19,868 $909K 0.03% +4,216 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,477 shares; 2024Q4: 37,838 shares; 2025Q1: 38,118 shares; 2025Q2: 40,254 shares; 2025Q3: 37,833 shares; 2025Q4: 32,603 shares; 2026Q1: 32,424 shares; 2026Q2: 31,344 shares 31,344 $909K 0.03% -1,080 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,277 shares; 2024Q4: 3,532 shares; 2025Q1: 3,656 shares; 2025Q2: 3,533 shares; 2025Q3: 3,711 shares; 2025Q4: 2,889 shares; 2026Q1: 2,878 shares; 2026Q2: 2,878 shares 2,878 $906K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,743 shares; 2024Q4: 15,065 shares; 2025Q1: 15,098 shares; 2025Q2: 14,895 shares; 2025Q3: 14,930 shares; 2025Q4: 11,051 shares; 2026Q1: 11,135 shares; 2026Q2: 11,677 shares 11,677 $905K 0.03% +542 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 8,887 shares; 2025Q1: 8,595 shares; 2025Q2: 7,757 shares; 2025Q3: 7,560 shares; 2025Q4: 6,893 shares; 2026Q1: 6,704 shares; 2026Q2: 6,599 shares 6,599 $903K 0.03% -105 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,455 shares; 2024Q4: 18,191 shares; 2025Q1: 17,218 shares; 2025Q2: 17,755 shares; 2025Q3: 19,588 shares; 2025Q4: 16,322 shares; 2026Q1: 15,266 shares; 2026Q2: 16,167 shares 16,167 $897K 0.03% +901 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,125 shares; 2024Q4: 1,309 shares; 2025Q1: 4,083 shares; 2025Q2: 4,348 shares; 2025Q3: 8,166 shares; 2025Q4: 8,151 shares; 2026Q1: 2,095 shares; 2026Q2: 2,438 shares 2,438 $892K 0.03% +343 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 14,451 shares; 2026Q2: 32,575 shares 32,575 $890K 0.03% +18,124 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,680 shares; 2025Q4: 31,192 shares; 2026Q1: 29,219 shares; 2026Q2: 24,914 shares 24,914 $890K 0.03% -4,305 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,458 shares; 2025Q1: 9,208 shares; 2025Q2: 9,541 shares; 2025Q3: 14,907 shares; 2025Q4: 16,343 shares; 2026Q1: 15,601 shares; 2026Q2: 16,639 shares 16,639 $883K 0.03% +1,038 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,594 shares; 2024Q4: 6,368 shares; 2025Q1: 5,792 shares; 2025Q2: 5,636 shares; 2025Q3: 6,146 shares; 2025Q4: 7,711 shares; 2026Q1: 7,723 shares; 2026Q2: 7,939 shares 7,939 $869K 0.03% +216 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,026 shares; 2024Q4: 7,779 shares; 2025Q1: 7,645 shares; 2025Q2: 7,133 shares; 2025Q3: 6,330 shares; 2025Q4: 3,626 shares; 2026Q1: 3,493 shares; 2026Q2: 3,927 shares 3,927 $866K 0.03% +434 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,528 shares; 2024Q4: 12,434 shares; 2025Q1: 12,792 shares; 2025Q2: 12,358 shares; 2025Q3: 12,317 shares; 2025Q4: 12,362 shares; 2026Q1: 12,323 shares; 2026Q2: 11,912 shares 11,912 $861K 0.03% -411 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,892 shares; 2024Q4: 88,055 shares; 2025Q1: 8,673 shares; 2025Q2: 7,298 shares; 2025Q3: 4,542 shares; 2025Q4: 8,706 shares; 2026Q1: 8,701 shares; 2026Q2: 7,326 shares 7,326 $859K 0.03% -1,375 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,651 shares; 2025Q1: 2,622 shares; 2025Q2: 2,628 shares; 2025Q3: 2,753 shares; 2025Q4: 2,715 shares; 2026Q1: 2,718 shares; 2026Q2: 2,720 shares 2,720 $856K 0.03% +2 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,508 shares; 2024Q4: 15,399 shares; 2025Q1: 14,696 shares; 2025Q2: 14,957 shares; 2025Q3: 14,768 shares; 2025Q4: 14,493 shares; 2026Q1: 13,374 shares; 2026Q2: 12,575 shares 12,575 $852K 0.03% -799 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; 2024Q3: 17,782 shares; 2024Q4: 17,931 shares; 2025Q1: 18,097 shares; 2025Q2: 21,770 shares; 2025Q3: 20,367 shares; 2025Q4: 20,172 shares; 2026Q1: 21,294 shares; 2026Q2: 21,551 shares 21,551 $851K 0.03% +257 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,340 shares; 2024Q4: 9,481 shares; 2025Q1: 9,350 shares; 2025Q2: 9,301 shares; 2025Q3: 9,140 shares; 2025Q4: 3,738 shares; 2026Q1: 3,709 shares; 2026Q2: 3,781 shares 3,781 $843K 0.03% +72 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 2,585 shares; 2025Q1: 2,521 shares; 2025Q2: 2,153 shares; 2025Q3: 2,155 shares; 2025Q4: 2,158 shares; 2026Q1: 2,625 shares; 2026Q2: 2,726 shares 2,726 $835K 0.03% +101 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; 2024Q3: 6,599 shares; 2024Q4: 6,475 shares; 2025Q1: 6,408 shares; 2025Q2: 6,441 shares; 2025Q3: 6,390 shares; 2025Q4: 6,337 shares; 2026Q1: 7,700 shares; 2026Q2: 8,267 shares 8,267 $833K 0.03% +567 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 1,522 shares; 2025Q1: 1,535 shares; 2025Q2: 1,620 shares; 2025Q3: 1,590 shares; 2025Q4: 1,573 shares; 2026Q1: 1,644 shares; 2026Q2: 1,669 shares 1,669 $829K 0.03% +25 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 840 shares; 2026Q2: 1,295 shares 1,295 $827K 0.03% +455 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,631 shares; 2026Q1: 11,731 shares; 2026Q2: 47,723 shares 47,723 $825K 0.03% +35,992 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,901 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 3,001 shares; 2025Q4: 2,971 shares; 2026Q1: 2,666 shares; 2026Q2: 1,993 shares 1,993 $816K 0.03% -673 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; 2024Q3: 13,184 shares; 2024Q4: 13,150 shares; 2025Q1: 13,270 shares; 2025Q2: 17,270 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares; 2026Q1: 18,640 shares; 2026Q2: 18,688 shares 18,688 $809K 0.03% +48 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; 2024Q3: 13,017 shares; 2024Q4: 13,289 shares; 2025Q1: 12,530 shares; 2025Q2: 59,889 shares; 2025Q3: 19,145 shares; 2025Q4: not reported; 2026Q1: 17,275 shares; 2026Q2: 16,960 shares 16,960 $809K 0.03% -315 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,314 shares; 2025Q4: not reported; 2026Q1: 17,910 shares; 2026Q2: 17,701 shares 17,701 $808K 0.03% -209 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 629 shares; 2025Q1: 799 shares; 2025Q2: 1,041 shares; 2025Q3: 1,036 shares; 2025Q4: not reported; 2026Q1: 547 shares; 2026Q2: 471 shares 471 $799K 0.03% -76 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 1,818 shares; 2025Q1: 1,777 shares; 2025Q2: 2,142 shares; 2025Q3: 1,986 shares; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: 2,325 shares 2,325 $794K 0.03% +339 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,726 shares; 2024Q4: 49,210 shares; 2025Q1: 49,728 shares; 2025Q2: 48,452 shares; 2025Q3: 21,114 shares; 2025Q4: 20,501 shares; 2026Q1: 20,517 shares; 2026Q2: 21,499 shares 21,499 $793K 0.03% +982 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 2,879 shares; 2025Q1: 2,917 shares; 2025Q2: 2,832 shares; 2025Q3: 2,888 shares; 2025Q4: 2,751 shares; 2026Q1: 2,348 shares; 2026Q2: 2,298 shares 2,298 $791K 0.03% -50 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,293 shares; 2024Q4: 53,042 shares; 2025Q1: 62,659 shares; 2025Q2: 151,593 shares; 2025Q3: 132,932 shares; 2025Q4: 120,931 shares; 2026Q1: 14,007 shares; 2026Q2: 11,671 shares 11,671 $789K 0.03% -2,336 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; 2024Q3: 3,068 shares; 2024Q4: 3,165 shares; 2025Q1: 3,316 shares; 2025Q2: 3,256 shares; 2025Q3: 9,027 shares; 2025Q4: 1,472 shares; 2026Q1: 1,739 shares; 2026Q2: 1,976 shares 1,976 $786K 0.03% +237 Timeline VIOO 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; 2024Q3: 5,842 shares; 2024Q4: 5,832 shares; 2025Q1: 4,622 shares; 2025Q2: 4,622 shares; 2025Q3: 4,603 shares; 2025Q4: 4,566 shares; 2026Q1: 5,706 shares; 2026Q2: 5,706 shares 5,706 $785K 0.03% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,391 shares; 2024Q4: 3,315 shares; 2025Q1: 9,794 shares; 2025Q2: 10,633 shares; 2025Q3: 9,313 shares; 2025Q4: 5,903 shares; 2026Q1: 5,735 shares; 2026Q2: 2,633 shares 2,633 $784K 0.03% -3,102 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,521 shares; 2025Q1: 19,505 shares; 2025Q2: 20,865 shares; 2025Q3: 21,032 shares; 2025Q4: 20,978 shares; 2026Q1: 21,248 shares; 2026Q2: 21,319 shares 21,319 $780K 0.03% +71 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,078 shares; 2024Q4: 12,862 shares; 2025Q1: 13,732 shares; 2025Q2: 12,098 shares; 2025Q3: 11,599 shares; 2025Q4: 15,249 shares; 2026Q1: 18,687 shares; 2026Q2: 18,930 shares 18,930 $777K 0.03% +243 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,603 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 6,049 shares; 2026Q1: 6,049 shares; 2026Q2: 6,500 shares 6,500 $770K 0.03% +451 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,602 shares; 2024Q4: 4,045 shares; 2025Q1: 4,051 shares; 2025Q2: 5,281 shares; 2025Q3: 5,691 shares; 2025Q4: 5,963 shares; 2026Q1: 6,645 shares; 2026Q2: 7,488 shares 7,488 $770K 0.03% +843 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,926 shares; 2025Q1: 4,281 shares; 2025Q2: 3,918 shares; 2025Q3: 4,392 shares; 2025Q4: 6,447 shares; 2026Q1: 5,419 shares; 2026Q2: 5,521 shares 5,521 $768K 0.03% +102 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 649 shares; 2025Q1: 1,324 shares; 2025Q2: 1,951 shares; 2025Q3: 2,178 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,710 shares 1,710 $763K 0.03% +46 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 5,502 shares; 2025Q3: 5,317 shares; 2025Q4: 4,393 shares; 2026Q1: 3,843 shares; 2026Q2: 3,943 shares 3,943 $762K 0.03% +100 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,020 shares; 2024Q4: 10,714 shares; 2025Q1: 10,109 shares; 2025Q2: 10,075 shares; 2025Q3: 10,057 shares; 2025Q4: 9,446 shares; 2026Q1: 8,306 shares; 2026Q2: 8,305 shares 8,305 $761K 0.03% -1 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; 2024Q3: 2,793 shares; 2024Q4: 2,820 shares; 2025Q1: 2,773 shares; 2025Q2: 2,779 shares; 2025Q3: 2,997 shares; 2025Q4: 3,003 shares; 2026Q1: 3,011 shares; 2026Q2: 3,092 shares 3,092 $761K 0.03% +81 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,003 shares; 2024Q4: 21,860 shares; 2025Q1: 22,831 shares; 2025Q2: 22,391 shares; 2025Q3: 20,147 shares; 2025Q4: 17,634 shares; 2026Q1: 16,553 shares; 2026Q2: 18,331 shares 18,331 $757K 0.03% +1,778 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 4,432 shares; 2026Q2: 4,528 shares 4,528 $751K 0.03% +96 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,182 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,199 shares; 2025Q3: 3,071 shares; 2025Q4: 3,049 shares; 2026Q1: 3,085 shares; 2026Q2: 3,090 shares 3,090 $751K 0.03% +5 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 1,459 shares; 2025Q1: 1,468 shares; 2025Q2: 1,482 shares; 2025Q3: 1,533 shares; 2025Q4: 917 shares; 2026Q1: 971 shares; 2026Q2: 988 shares 988 $746K 0.03% +17 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 567 shares; 2025Q1: 590 shares; 2025Q2: 834 shares; 2025Q3: 1,077 shares; 2025Q4: 321 shares; 2026Q1: 1,100 shares; 2026Q2: 938 shares 938 $746K 0.03% -162 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,326 shares; 2024Q4: 7,987 shares; 2025Q1: 7,147 shares; 2025Q2: 5,617 shares; 2025Q3: 11,409 shares; 2025Q4: 5,573 shares; 2026Q1: 6,283 shares; 2026Q2: 9,448 shares 9,448 $740K 0.03% +3,165 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,291 shares; 2024Q4: 5,240 shares; 2025Q1: 5,200 shares; 2025Q2: 5,127 shares; 2025Q3: 5,484 shares; 2025Q4: 5,115 shares; 2026Q1: 5,099 shares; 2026Q2: 5,171 shares 5,171 $734K 0.03% +72 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,603 shares; 2024Q4: 6,638 shares; 2025Q1: 6,415 shares; 2025Q2: 6,422 shares; 2025Q3: 6,587 shares; 2025Q4: 6,628 shares; 2026Q1: 6,617 shares; 2026Q2: 6,442 shares 6,442 $733K 0.03% -175 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,011 shares; 2024Q4: 13,153 shares; 2025Q1: 13,153 shares; 2025Q2: 12,834 shares; 2025Q3: 12,946 shares; 2025Q4: 13,732 shares; 2026Q1: 13,706 shares; 2026Q2: 13,738 shares 13,738 $725K 0.03% +32 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,956 shares; 2024Q4: 10,594 shares; 2025Q1: 9,454 shares; 2025Q2: 9,390 shares; 2025Q3: 9,387 shares; 2025Q4: 9,249 shares; 2026Q1: 9,188 shares; 2026Q2: 9,191 shares 9,191 $719K 0.03% +3 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,636 shares; 2025Q2: 1,748 shares; 2025Q3: 1,872 shares; 2025Q4: 1,776 shares; 2026Q1: 2,722 shares; 2026Q2: 3,893 shares 3,893 $718K 0.03% +1,171 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,011 shares; 2024Q4: 12,129 shares; 2025Q1: 14,835 shares; 2025Q2: 14,565 shares; 2025Q3: 13,854 shares; 2025Q4: 13,646 shares; 2026Q1: 14,241 shares; 2026Q2: 15,528 shares 15,528 $717K 0.03% +1,287 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,967 shares; 2025Q4: 18,157 shares; 2026Q1: 30,775 shares; 2026Q2: 34,917 shares 34,917 $715K 0.03% +4,142 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $709K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,305 shares; 2024Q4: 13,700 shares; 2025Q1: 12,764 shares; 2025Q2: 12,860 shares; 2025Q3: 13,129 shares; 2025Q4: 11,737 shares; 2026Q1: 10,897 shares; 2026Q2: 9,661 shares 9,661 $698K 0.03% -1,236 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,146 shares; 2024Q4: 5,447 shares; 2025Q1: 4,996 shares; 2025Q2: 4,999 shares; 2025Q3: 5,007 shares; 2025Q4: 5,786 shares; 2026Q1: 6,458 shares; 2026Q2: 9,511 shares 9,511 $698K 0.03% +3,053 Timeline EVTR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 473 shares; 2026Q1: 6,476 shares; 2026Q2: 13,741 shares 13,741 $697K 0.03% +7,265 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,768 shares; 2024Q4: 6,715 shares; 2025Q1: 9,012 shares; 2025Q2: 8,957 shares; 2025Q3: 9,049 shares; 2025Q4: 8,919 shares; 2026Q1: 10,979 shares; 2026Q2: 13,727 shares 13,727 $695K 0.03% +2,748 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 807 shares 807 $692K 0.03% new Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,180 shares; 2024Q4: 6,584 shares; 2025Q1: 6,718 shares; 2025Q2: 7,021 shares; 2025Q3: 7,058 shares; 2025Q4: 7,047 shares; 2026Q1: 7,552 shares; 2026Q2: 7,503 shares 7,503 $686K 0.03% -49 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; 2024Q3: 8,839 shares; 2024Q4: 9,734 shares; 2025Q1: 8,360 shares; 2025Q2: 8,805 shares; 2025Q3: 10,917 shares; 2025Q4: 9,988 shares; 2026Q1: 10,378 shares; 2026Q2: 10,312 shares 10,312 $677K 0.03% -66 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; 2024Q3: 8,404 shares; 2024Q4: 8,455 shares; 2025Q1: 8,498 shares; 2025Q2: 8,571 shares; 2025Q3: 8,642 shares; 2025Q4: 8,736 shares; 2026Q1: 9,086 shares; 2026Q2: 9,037 shares 9,037 $672K 0.03% -49 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,837 shares; 2024Q4: 19,369 shares; 2025Q1: 19,388 shares; 2025Q2: 19,406 shares; 2025Q3: 19,422 shares; 2025Q4: 19,659 shares; 2026Q1: 16,835 shares; 2026Q2: 19,853 shares 19,853 $672K 0.03% +3,018 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,477 shares; 2024Q4: 4,761 shares; 2025Q1: 4,771 shares; 2025Q2: 4,601 shares; 2025Q3: 4,541 shares; 2025Q4: 4,391 shares; 2026Q1: 4,350 shares; 2026Q2: 4,140 shares 4,140 $670K 0.03% -210 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,766 shares; 2024Q4: 13,770 shares; 2025Q1: 13,795 shares; 2025Q2: 13,820 shares; 2025Q3: 13,824 shares; 2025Q4: 12,485 shares; 2026Q1: 12,335 shares; 2026Q2: 11,935 shares 11,935 $662K 0.03% -400 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,792 shares; 2025Q2: 10,831 shares; 2025Q3: 11,057 shares; 2025Q4: 10,999 shares; 2026Q1: 10,347 shares; 2026Q2: 11,212 shares 11,212 $655K 0.03% +865 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 10,446 shares; 2025Q1: 12,309 shares; 2025Q2: 12,576 shares; 2025Q3: 12,684 shares; 2025Q4: 13,384 shares; 2026Q1: 13,430 shares; 2026Q2: 13,653 shares 13,653 $654K 0.03% +223 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,378 shares 38,378 $651K 0.02% new Timeline EFAA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,100 shares; 2025Q3: 6,950 shares; 2025Q4: 8,629 shares; 2026Q1: 12,898 shares; 2026Q2: 11,678 shares 11,678 $651K 0.02% -1,220 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,372 shares; 2024Q4: 16,217 shares; 2025Q1: 17,042 shares; 2025Q2: 17,476 shares; 2025Q3: 17,885 shares; 2025Q4: 9,394 shares; 2026Q1: 6,232 shares; 2026Q2: 6,039 shares 6,039 $647K 0.02% -193 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,592 shares; 2025Q1: 16,592 shares; 2025Q2: 10,592 shares; 2025Q3: 10,592 shares; 2025Q4: 10,592 shares; 2026Q1: 10,592 shares; 2026Q2: 9,592 shares 9,592 $646K 0.02% -1,000 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,951 shares; 2025Q4: 19,788 shares; 2026Q1: 23,983 shares; 2026Q2: 24,611 shares 24,611 $644K 0.02% +628 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,683 shares; 2024Q4: 7,045 shares; 2025Q1: 7,299 shares; 2025Q2: 7,274 shares; 2025Q3: 6,693 shares; 2025Q4: not reported; 2026Q1: 6,035 shares; 2026Q2: 3,930 shares 3,930 $643K 0.02% -2,105 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 11,254 shares; 2025Q1: 11,797 shares; 2025Q2: 13,091 shares; 2025Q3: 11,762 shares; 2025Q4: 12,323 shares; 2026Q1: 7,442 shares; 2026Q2: 6,115 shares 6,115 $642K 0.02% -1,327 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 840 shares; 2025Q3: 989 shares; 2025Q4: 967 shares; 2026Q1: 944 shares; 2026Q2: 999 shares 999 $640K 0.02% +55 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,184 shares; 2024Q4: 2,184 shares; 2025Q1: 2,176 shares; 2025Q2: 2,177 shares; 2025Q3: 2,266 shares; 2025Q4: 2,232 shares; 2026Q1: 2,229 shares; 2026Q2: 2,201 shares 2,201 $640K 0.02% -28 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,312 shares; 2025Q1: 14,446 shares; 2025Q2: 28,171 shares; 2025Q3: 46,361 shares; 2025Q4: 42,599 shares; 2026Q1: 42,599 shares; 2026Q2: 44,599 shares 44,599 $631K 0.02% +2,000 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 1,504 shares; 2025Q1: 1,519 shares; 2025Q2: 1,515 shares; 2025Q3: 1,572 shares; 2025Q4: 1,471 shares; 2026Q1: 1,478 shares; 2026Q2: 1,478 shares 1,478 $630K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: not reported; 2026Q2: 5,456 shares 5,456 $627K 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,175 shares; 2024Q4: 15,298 shares; 2025Q1: 16,368 shares; 2025Q2: 14,710 shares; 2025Q3: 15,510 shares; 2025Q4: 16,738 shares; 2026Q1: 17,805 shares; 2026Q2: 18,385 shares 18,385 $625K 0.02% +580 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,465 shares; 2024Q4: 15,407 shares; 2025Q1: 15,567 shares; 2025Q2: 16,735 shares; 2025Q3: 17,591 shares; 2025Q4: 19,392 shares; 2026Q1: 27,496 shares; 2026Q2: 28,018 shares 28,018 $622K 0.02% +522 Timeline IVOO 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; 2024Q3: 5,112 shares; 2024Q4: 5,119 shares; 2025Q1: 5,126 shares; 2025Q2: 5,133 shares; 2025Q3: 5,052 shares; 2025Q4: 5,060 shares; 2026Q1: 5,070 shares; 2026Q2: 4,770 shares 4,770 $622K 0.02% -300 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,567 shares; 2024Q4: 6,763 shares; 2025Q1: 6,851 shares; 2025Q2: 6,838 shares; 2025Q3: 7,367 shares; 2025Q4: 6,565 shares; 2026Q1: 6,552 shares; 2026Q2: 6,493 shares 6,493 $621K 0.02% -59 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: not reported; 2026Q2: 7,714 shares 7,714 $619K 0.02% new Timeline LGI LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,040 shares; 2024Q4: 14,988 shares; 2025Q1: 25,856 shares; 2025Q2: 26,074 shares; 2025Q3: 27,982 shares; 2025Q4: 29,322 shares; 2026Q1: 30,887 shares; 2026Q2: 33,364 shares 33,364 $617K 0.02% +2,477 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,610 shares; 2024Q4: 2,138 shares; 2025Q1: 3,222 shares; 2025Q2: 3,147 shares; 2025Q3: 4,285 shares; 2025Q4: 4,051 shares; 2026Q1: 3,986 shares; 2026Q2: 3,639 shares 3,639 $614K 0.02% -347 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,606 shares; 2024Q4: 11,570 shares; 2025Q1: 11,613 shares; 2025Q2: 10,885 shares; 2025Q3: 10,488 shares; 2025Q4: 9,257 shares; 2026Q1: 7,854 shares; 2026Q2: 7,858 shares 7,858 $614K 0.02% +4 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,785 shares; 2024Q4: 26,445 shares; 2025Q1: 26,551 shares; 2025Q2: 24,760 shares; 2025Q3: 23,699 shares; 2025Q4: 20,851 shares; 2026Q1: 17,728 shares; 2026Q2: 17,732 shares 17,732 $609K 0.02% +4 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 4,495 shares; 2025Q1: 4,380 shares; 2025Q2: 4,082 shares; 2025Q3: 4,080 shares; 2025Q4: 2,506 shares; 2026Q1: 2,471 shares; 2026Q2: 2,734 shares 2,734 $604K 0.02% +263 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,160 shares; 2025Q4: 4,798 shares; 2026Q1: 5,687 shares; 2026Q2: 5,933 shares 5,933 $603K 0.02% +246 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; 2024Q3: 2,252 shares; 2024Q4: 1,886 shares; 2025Q1: 1,841 shares; 2025Q2: 1,834 shares; 2025Q3: 1,744 shares; 2025Q4: 1,649 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $602K 0.02% 0 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; 2024Q3: not reported; 2024Q4: 13,482 shares; 2025Q1: 16,237 shares; 2025Q2: 15,331 shares; 2025Q3: 15,680 shares; 2025Q4: not reported; 2026Q1: 14,219 shares; 2026Q2: 17,431 shares 17,431 $602K 0.02% +3,212 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: not reported; 2026Q2: 2,107 shares 2,107 $600K 0.02% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,265 shares; 2024Q4: 8,265 shares; 2025Q1: 8,266 shares; 2025Q2: 8,177 shares; 2025Q3: 8,232 shares; 2025Q4: 8,528 shares; 2026Q1: 8,530 shares; 2026Q2: 8,651 shares 8,651 $598K 0.02% +121 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 2,737 shares; 2025Q1: 2,506 shares; 2025Q2: 2,532 shares; 2025Q3: 2,566 shares; 2025Q4: 2,508 shares; 2026Q1: 2,492 shares; 2026Q2: 2,498 shares 2,498 $595K 0.02% +6 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,771 shares; 2025Q1: 3,899 shares; 2025Q2: 4,459 shares; 2025Q3: 4,481 shares; 2025Q4: 3,489 shares; 2026Q1: 3,498 shares; 2026Q2: 3,505 shares 3,505 $594K 0.02% +7 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,984 shares; 2024Q4: 4,034 shares; 2025Q1: 4,301 shares; 2025Q2: 4,701 shares; 2025Q3: 4,876 shares; 2025Q4: 4,886 shares; 2026Q1: 4,946 shares; 2026Q2: 5,211 shares 5,211 $592K 0.02% +265 Timeline HFSI 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,835 shares 16,835 $592K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,529 shares; 2025Q3: 1,761 shares; 2025Q4: 1,556 shares; 2026Q1: 1,933 shares; 2026Q2: 2,380 shares 2,380 $591K 0.02% +447 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,940 shares; 2024Q4: 7,290 shares; 2025Q1: 7,482 shares; 2025Q2: 8,850 shares; 2025Q3: 9,142 shares; 2025Q4: 9,622 shares; 2026Q1: 11,152 shares; 2026Q2: 10,782 shares 10,782 $590K 0.02% -370 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,968 shares; 2024Q4: 73,468 shares; 2025Q1: 71,061 shares; 2025Q2: 67,554 shares; 2025Q3: 69,215 shares; 2025Q4: 68,850 shares; 2026Q1: 66,524 shares; 2026Q2: 62,668 shares 62,668 $587K 0.02% -3,856 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,241 shares; 2024Q4: 63,892 shares; 2025Q1: 68,023 shares; 2025Q2: 8,805 shares; 2025Q3: 8,994 shares; 2025Q4: not reported; 2026Q1: 8,268 shares; 2026Q2: 7,770 shares 7,770 $586K 0.02% -498 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; 2024Q3: not reported; 2024Q4: 7,190 shares; 2025Q1: 9,521 shares; 2025Q2: 11,456 shares; 2025Q3: 15,865 shares; 2025Q4: 16,744 shares; 2026Q1: 17,271 shares; 2026Q2: 17,580 shares 17,580 $585K 0.02% +309 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,169 shares; 2024Q4: 32,185 shares; 2025Q1: 39,908 shares; 2025Q2: 41,538 shares; 2025Q3: 40,965 shares; 2025Q4: 40,549 shares; 2026Q1: 44,681 shares; 2026Q2: 52,181 shares 52,181 $582K 0.02% +7,500 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,917 shares; 2024Q4: 3,050 shares; 2025Q1: 3,093 shares; 2025Q2: 3,044 shares; 2025Q3: 2,957 shares; 2025Q4: 2,674 shares; 2026Q1: 2,050 shares; 2026Q2: 1,959 shares 1,959 $574K 0.02% -91 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,681 shares; 2024Q4: 3,678 shares; 2025Q1: 3,447 shares; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,478 shares; 2026Q1: 3,850 shares; 2026Q2: 3,475 shares 3,475 $574K 0.02% -375 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; 2024Q3: 2,566 shares; 2024Q4: 5,912 shares; 2025Q1: 6,091 shares; 2025Q2: 6,104 shares; 2025Q3: 6,193 shares; 2025Q4: 6,781 shares; 2026Q1: 5,103 shares; 2026Q2: 4,356 shares 4,356 $573K 0.02% -747 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,715 shares; 2025Q1: 6,712 shares; 2025Q2: 11,683 shares; 2025Q3: 8,260 shares; 2025Q4: 16,979 shares; 2026Q1: 13,069 shares; 2026Q2: 10,819 shares 10,819 $570K 0.02% -2,250 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,086 shares; 2024Q4: 5,944 shares; 2025Q1: 6,778 shares; 2025Q2: 9,572 shares; 2025Q3: 8,833 shares; 2025Q4: 12,059 shares; 2026Q1: 9,890 shares; 2026Q2: 10,690 shares 10,690 $565K 0.02% +800 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,285 shares; 2026Q2: 17,741 shares 17,741 $564K 0.02% +456 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 944 shares; 2025Q4: 949 shares; 2026Q1: 901 shares; 2026Q2: 901 shares 901 $562K 0.02% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,688 shares; 2026Q2: 11,006 shares 11,006 $561K 0.02% +5,318 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,130 shares; 2025Q1: 1,117 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 888 shares; 2026Q1: 1,061 shares; 2026Q2: 877 shares 877 $556K 0.02% -184 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 7,432 shares; 2026Q2: 7,559 shares 7,559 $554K 0.02% +127 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,248 shares; 2024Q4: 9,229 shares; 2025Q1: 8,239 shares; 2025Q2: 8,049 shares; 2025Q3: 7,809 shares; 2025Q4: 6,877 shares; 2026Q1: 5,028 shares; 2026Q2: 2,929 shares 2,929 $550K 0.02% -2,099 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,999 shares; 2026Q2: 2,895 shares 2,895 $549K 0.02% -104 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,359 shares; 2024Q4: 4,941 shares; 2025Q1: 4,984 shares; 2025Q2: 5,051 shares; 2025Q3: 4,064 shares; 2025Q4: 4,119 shares; 2026Q1: 4,991 shares; 2026Q2: 5,372 shares 5,372 $549K 0.02% +381 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,541 shares; 2025Q1: 12,336 shares; 2025Q2: 23,861 shares; 2025Q3: 44,721 shares; 2025Q4: 46,237 shares; 2026Q1: 44,967 shares; 2026Q2: 72,320 shares 72,320 $547K 0.02% +27,353 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,491 shares; 2024Q4: 9,535 shares; 2025Q1: 9,325 shares; 2025Q2: 9,336 shares; 2025Q3: 9,346 shares; 2025Q4: 13,544 shares; 2026Q1: 13,564 shares; 2026Q2: 12,781 shares 12,781 $544K 0.02% -783 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; 2024Q3: 41,310 shares; 2024Q4: 36,030 shares; 2025Q1: 36,499 shares; 2025Q2: 40,533 shares; 2025Q3: 40,811 shares; 2025Q4: 36,610 shares; 2026Q1: 38,608 shares; 2026Q2: 39,160 shares 39,160 $544K 0.02% +552 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,279 shares; 2025Q1: 1,304 shares; 2025Q2: 1,537 shares; 2025Q3: 1,344 shares; 2025Q4: 1,421 shares; 2026Q1: 1,680 shares; 2026Q2: 2,395 shares 2,395 $544K 0.02% +715 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; 2024Q3: 53,302 shares; 2024Q4: 54,683 shares; 2025Q1: 46,429 shares; 2025Q2: 41,685 shares; 2025Q3: 40,944 shares; 2025Q4: 37,521 shares; 2026Q1: 36,834 shares; 2026Q2: 29,503 shares 29,503 $544K 0.02% -7,331 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 6,810 shares; 2025Q1: 6,906 shares; 2025Q2: 6,273 shares; 2025Q3: 4,317 shares; 2025Q4: 3,122 shares; 2026Q1: 3,217 shares; 2026Q2: 3,088 shares 3,088 $542K 0.02% -129 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,226 shares; 2024Q4: 4,521 shares; 2025Q1: 4,497 shares; 2025Q2: 4,556 shares; 2025Q3: 4,760 shares; 2025Q4: 2,252 shares; 2026Q1: 2,253 shares; 2026Q2: 2,280 shares 2,280 $542K 0.02% +27 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,269 shares; 2024Q4: 3,099 shares; 2025Q1: 2,910 shares; 2025Q2: 2,900 shares; 2025Q3: 4,418 shares; 2025Q4: 9,509 shares; 2026Q1: 10,775 shares; 2026Q2: 11,025 shares 11,025 $541K 0.02% +250 Timeline