NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872,850 shares; 2024Q4: 1,827,805 shares; 2025Q1: 1,897,135 shares; 2025Q2: 1,659,989 shares; 2025Q3: 1,635,482 shares; 2025Q4: 1,628,632 shares; 2026Q1: 1,622,094 shares; 2026Q2: 1,598,701 shares 1,598,701 $320M 9.9% -23,393 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: 1,141,934 shares; 2024Q4: 4,609,367 shares; 2025Q1: 4,580,537 shares; 2025Q2: 4,814,801 shares; 2025Q3: 4,743,014 shares; 2025Q4: 4,761,784 shares; 2026Q1: 4,731,526 shares; 2026Q2: 4,361,225 shares 4,361,225 $148M 4.57% -370,301 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: 164,048 shares; 2024Q4: 163,851 shares; 2025Q1: 163,307 shares; 2025Q2: 166,170 shares; 2025Q3: 167,692 shares; 2025Q4: 165,976 shares; 2026Q1: 159,390 shares; 2026Q2: 161,020 shares 161,020 $119M 3.67% +1,630 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: 400,806 shares; 2024Q4: 394,447 shares; 2025Q1: 387,717 shares; 2025Q2: 360,470 shares; 2025Q3: 353,651 shares; 2025Q4: 342,847 shares; 2026Q1: 339,314 shares; 2026Q2: 336,261 shares 336,261 $97.3M 3.01% -3,053 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: 195,558 shares; 2024Q4: 188,496 shares; 2025Q1: 189,775 shares; 2025Q2: 107,628 shares; 2025Q3: 105,784 shares; 2025Q4: 106,343 shares; 2026Q1: 112,961 shares; 2026Q2: 123,492 shares 123,492 $92.5M 2.86% +10,531 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: 316,211 shares; 2024Q4: 322,140 shares; 2025Q1: 323,070 shares; 2025Q2: 310,108 shares; 2025Q3: 303,387 shares; 2025Q4: 309,467 shares; 2026Q1: 306,884 shares; 2026Q2: 298,452 shares 298,452 $71.1M 2.2% -8,432 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: 33,418 shares; 2024Q4: 43,539 shares; 2025Q1: 45,085 shares; 2025Q2: 50,662 shares; 2025Q3: 62,915 shares; 2025Q4: 231,133 shares; 2026Q1: 277,178 shares; 2026Q2: 296,209 shares 296,209 $64.6M 2% +19,031 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: 490,816 shares; 2024Q4: 568,391 shares; 2025Q1: 643,714 shares; 2025Q2: 496,895 shares; 2025Q3: 544,398 shares; 2025Q4: 586,042 shares; 2026Q1: 608,432 shares; 2026Q2: 641,837 shares 641,837 $63.5M 1.97% +33,405 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,754 shares; 2024Q4: 299,079 shares; 2025Q1: 299,079 shares; 2025Q2: 299,166 shares; 2025Q3: 299,573 shares; 2025Q4: 599,334 shares; 2026Q1: 599,468 shares; 2026Q2: 599,844 shares 599,844 $58M 1.8% +376 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: 1,025,680 shares; 2024Q4: 3,183,816 shares; 2025Q1: 3,262,533 shares; 2025Q2: 3,231,634 shares; 2025Q3: 3,198,048 shares; 2025Q4: 2,183,630 shares; 2026Q1: 1,983,174 shares; 2026Q2: 1,818,289 shares 1,818,289 $57.7M 1.78% -164,885 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,293 shares; 2026Q2: 19,508 shares 19,508 $44.4M 1.37% +4,215 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: 526,475 shares; 2024Q4: 585,157 shares; 2025Q1: 602,643 shares; 2025Q2: 630,320 shares; 2025Q3: 615,345 shares; 2025Q4: 657,138 shares; 2026Q1: 776,400 shares; 2026Q2: 821,704 shares 821,704 $43.4M 1.34% +45,304 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: 417,179 shares; 2024Q4: 420,742 shares; 2025Q1: 443,621 shares; 2025Q2: 450,685 shares; 2025Q3: 455,800 shares; 2025Q4: 470,925 shares; 2026Q1: 468,336 shares; 2026Q2: 481,632 shares 481,632 $41.2M 1.27% +13,296 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,923 shares; 2024Q4: 281,815 shares; 2025Q1: 302,492 shares; 2025Q2: 311,483 shares; 2025Q3: 319,064 shares; 2025Q4: 329,674 shares; 2026Q1: 343,103 shares; 2026Q2: 348,740 shares 348,740 $39.4M 1.22% +5,637 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282,530 shares; 2024Q4: 279,464 shares; 2025Q1: 314,607 shares; 2025Q2: 335,791 shares; 2025Q3: 344,850 shares; 2025Q4: 370,441 shares; 2026Q1: 383,634 shares; 2026Q2: 405,791 shares 405,791 $38.4M 1.19% +22,157 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,895 shares; 2026Q1: 727,780 shares; 2026Q2: 771,548 shares 771,548 $37.3M 1.15% +43,768 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: 232,819 shares; 2024Q4: 221,409 shares; 2025Q1: 214,542 shares; 2025Q2: 211,569 shares; 2025Q3: 215,615 shares; 2025Q4: 232,245 shares; 2026Q1: 239,077 shares; 2026Q2: 220,387 shares 220,387 $34.8M 1.08% -18,690 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: 87,950 shares; 2024Q4: 85,313 shares; 2025Q1: 85,755 shares; 2025Q2: 73,913 shares; 2025Q3: 72,644 shares; 2025Q4: 107,987 shares; 2026Q1: 99,434 shares; 2026Q2: 90,075 shares 90,075 $32.2M 1% -9,359 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: 182,016 shares; 2024Q4: 292,171 shares; 2025Q1: 315,200 shares; 2025Q2: 343,008 shares; 2025Q3: 378,199 shares; 2025Q4: 404,680 shares; 2026Q1: 423,017 shares; 2026Q2: 445,510 shares 445,510 $31.7M 0.98% +22,493 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: 41,107 shares; 2024Q4: 41,877 shares; 2025Q1: 44,646 shares; 2025Q2: 48,916 shares; 2025Q3: 53,632 shares; 2025Q4: 53,867 shares; 2026Q1: 38,873 shares; 2026Q2: 39,307 shares 39,307 $29.4M 0.91% +434 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: 57,975 shares; 2024Q4: 60,916 shares; 2025Q1: 62,389 shares; 2025Q2: 61,689 shares; 2025Q3: 64,975 shares; 2025Q4: 66,699 shares; 2026Q1: 59,767 shares; 2026Q2: 58,099 shares 58,099 $29.1M 0.9% -1,668 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: 89,891 shares; 2024Q4: 97,307 shares; 2025Q1: 98,083 shares; 2025Q2: 96,855 shares; 2025Q3: 98,896 shares; 2025Q4: 105,749 shares; 2026Q1: 109,276 shares; 2026Q2: 112,982 shares 112,982 $26.7M 0.83% +3,706 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: 73,868 shares; 2024Q4: 74,268 shares; 2025Q1: 73,789 shares; 2025Q2: 73,843 shares; 2025Q3: 75,602 shares; 2025Q4: 144,067 shares; 2026Q1: 136,016 shares; 2026Q2: 137,844 shares 137,844 $26.3M 0.81% +1,828 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: 326,344 shares; 2024Q4: 347,708 shares; 2025Q1: 336,929 shares; 2025Q2: 231,974 shares; 2025Q3: 226,696 shares; 2025Q4: 248,554 shares; 2026Q1: 213,084 shares; 2026Q2: 278,605 shares 278,605 $24.5M 0.76% +65,521 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,422 shares; 2024Q4: 246,668 shares; 2025Q1: 241,827 shares; 2025Q2: 238,479 shares; 2025Q3: 234,000 shares; 2025Q4: 225,369 shares; 2026Q1: 221,855 shares; 2026Q2: 217,178 shares 217,178 $24M 0.74% -4,677 Timeline TBUX 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: 5,591 shares; 2025Q1: 8,091 shares; 2025Q2: 29,386 shares; 2025Q3: 28,967 shares; 2025Q4: 30,165 shares; 2026Q1: 44,314 shares; 2026Q2: 459,368 shares 459,368 $22.9M 0.71% +415,054 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: 76,296 shares; 2024Q4: 79,295 shares; 2025Q1: 80,263 shares; 2025Q2: 67,452 shares; 2025Q3: 67,510 shares; 2025Q4: 66,664 shares; 2026Q1: 62,326 shares; 2026Q2: 60,635 shares 60,635 $22.6M 0.7% -1,691 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: 123,985 shares; 2024Q4: 122,764 shares; 2025Q1: 119,849 shares; 2025Q2: 119,851 shares; 2025Q3: 121,023 shares; 2025Q4: 119,563 shares; 2026Q1: 123,954 shares; 2026Q2: 125,386 shares 125,386 $21.3M 0.66% +1,432 Timeline SCHV 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: 375,949 shares; 2024Q4: 1,031,057 shares; 2025Q1: 1,019,898 shares; 2025Q2: 827,972 shares; 2025Q3: 740,484 shares; 2025Q4: 714,681 shares; 2026Q1: 636,842 shares; 2026Q2: 600,252 shares 600,252 $20.9M 0.65% -36,590 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,976 shares; 2024Q4: 203,782 shares; 2025Q1: 201,233 shares; 2025Q2: 204,723 shares; 2025Q3: 209,106 shares; 2025Q4: 210,258 shares; 2026Q1: 222,013 shares; 2026Q2: 220,755 shares 220,755 $20.7M 0.64% -1,258 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,001 shares; 2024Q4: 900,823 shares; 2025Q1: 934,523 shares; 2025Q2: 688,588 shares; 2025Q3: 650,185 shares; 2025Q4: 661,759 shares; 2026Q1: 699,691 shares; 2026Q2: 710,192 shares 710,192 $20.6M 0.64% +10,501 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: 169,443 shares; 2024Q4: 168,942 shares; 2025Q1: 188,525 shares; 2025Q2: 162,247 shares; 2025Q3: 164,364 shares; 2025Q4: 164,633 shares; 2026Q1: 147,235 shares; 2026Q2: 146,039 shares 146,039 $20.1M 0.62% -1,196 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: 69,855 shares; 2024Q4: 76,228 shares; 2025Q1: 73,618 shares; 2025Q2: 76,385 shares; 2025Q3: 72,909 shares; 2025Q4: 76,249 shares; 2026Q1: 59,805 shares; 2026Q2: 64,987 shares 64,987 $19.7M 0.61% +5,182 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: 211,867 shares; 2024Q4: 212,946 shares; 2025Q1: 216,925 shares; 2025Q2: 234,262 shares; 2025Q3: 234,255 shares; 2025Q4: 239,483 shares; 2026Q1: 240,986 shares; 2026Q2: 217,531 shares 217,531 $19.6M 0.61% -23,455 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: 273,062 shares; 2024Q4: 283,712 shares; 2025Q1: 294,200 shares; 2025Q2: 310,699 shares; 2025Q3: 311,920 shares; 2025Q4: 318,541 shares; 2026Q1: 323,729 shares; 2026Q2: 327,999 shares 327,999 $19.6M 0.61% +4,270 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: 158,894 shares; 2024Q4: 169,554 shares; 2025Q1: 371,815 shares; 2025Q2: 399,417 shares; 2025Q3: 377,204 shares; 2025Q4: 395,841 shares; 2026Q1: 415,114 shares; 2026Q2: 442,090 shares 442,090 $19.1M 0.59% +26,976 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,340 shares; 2024Q4: 656,736 shares; 2025Q1: 644,560 shares; 2025Q2: 654,506 shares; 2025Q3: 668,657 shares; 2025Q4: 642,584 shares; 2026Q1: 613,359 shares; 2026Q2: 611,089 shares 611,089 $18M 0.56% -2,270 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: 28,392 shares; 2024Q4: 28,212 shares; 2025Q1: 28,639 shares; 2025Q2: 29,798 shares; 2025Q3: 44,359 shares; 2025Q4: 45,798 shares; 2026Q1: 46,866 shares; 2026Q2: 47,956 shares 47,956 $17.5M 0.54% +1,090 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: 166,623 shares; 2024Q4: 451,341 shares; 2025Q1: 431,494 shares; 2025Q2: 445,594 shares; 2025Q3: 435,431 shares; 2025Q4: 426,954 shares; 2026Q1: 485,586 shares; 2026Q2: 465,129 shares 465,129 $17.1M 0.53% -20,457 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: 56,408 shares; 2024Q4: 62,847 shares; 2025Q1: 64,169 shares; 2025Q2: 18,937 shares; 2025Q3: 215,723 shares; 2025Q4: 230,534 shares; 2026Q1: 234,802 shares; 2026Q2: 164,318 shares 164,318 $16.8M 0.52% -70,484 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: 170,671 shares; 2024Q4: 169,913 shares; 2025Q1: 169,730 shares; 2025Q2: 174,262 shares; 2025Q3: 174,915 shares; 2025Q4: 175,790 shares; 2026Q1: 177,659 shares; 2026Q2: 169,182 shares 169,182 $16.2M 0.5% -8,477 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: 207,715 shares; 2024Q4: 389,102 shares; 2025Q1: 390,538 shares; 2025Q2: 422,570 shares; 2025Q3: 456,304 shares; 2025Q4: 477,959 shares; 2026Q1: 492,472 shares; 2026Q2: 535,959 shares 535,959 $14.8M 0.46% +43,487 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,210 shares; 2024Q4: 124,484 shares; 2025Q1: 122,802 shares; 2025Q2: 124,985 shares; 2025Q3: 242,912 shares; 2025Q4: 249,215 shares; 2026Q1: 259,419 shares; 2026Q2: 264,351 shares 264,351 $14.1M 0.44% +4,932 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,306 shares; 2024Q4: 414,602 shares; 2025Q1: 410,221 shares; 2025Q2: 431,489 shares; 2025Q3: 432,896 shares; 2025Q4: 427,775 shares; 2026Q1: 414,071 shares; 2026Q2: 387,046 shares 387,046 $14M 0.43% -27,025 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: 352,822 shares; 2024Q4: 367,814 shares; 2025Q1: 374,240 shares; 2025Q2: 299,941 shares; 2025Q3: 314,192 shares; 2025Q4: 309,590 shares; 2026Q1: 272,616 shares; 2026Q2: 294,261 shares 294,261 $13.8M 0.43% +21,645 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: 46,434 shares; 2024Q4: 44,709 shares; 2025Q1: 42,876 shares; 2025Q2: 38,941 shares; 2025Q3: 38,915 shares; 2025Q4: 37,752 shares; 2026Q1: 34,514 shares; 2026Q2: 32,977 shares 32,977 $13.7M 0.42% -1,537 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: 232,614 shares; 2024Q4: 187,476 shares; 2025Q1: 195,869 shares; 2025Q2: 161,284 shares; 2025Q3: 161,954 shares; 2025Q4: 163,164 shares; 2026Q1: 217,019 shares; 2026Q2: 284,602 shares 284,602 $13.1M 0.41% +67,583 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: 29,217 shares; 2024Q4: 29,221 shares; 2025Q1: 32,120 shares; 2025Q2: 31,757 shares; 2025Q3: 32,456 shares; 2025Q4: 32,059 shares; 2026Q1: 33,490 shares; 2026Q2: 34,274 shares 34,274 $12.7M 0.39% +784 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 389,682 shares 389,682 $12.5M 0.39% new 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: 170,500 shares; 2024Q4: 163,987 shares; 2025Q1: 174,217 shares; 2025Q2: 178,407 shares; 2025Q3: 182,600 shares; 2025Q4: 185,204 shares; 2026Q1: 194,808 shares; 2026Q2: 179,726 shares 179,726 $12.2M 0.38% -15,082 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,546 shares; 2024Q4: 60,547 shares; 2025Q1: 60,548 shares; 2025Q2: 60,550 shares; 2025Q3: 74,721 shares; 2025Q4: 74,227 shares; 2026Q1: 73,475 shares; 2026Q2: 71,797 shares 71,797 $12.2M 0.38% -1,678 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391,859 shares; 2026Q2: 226,843 shares 226,843 $12.1M 0.37% -165,016 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: 93,120 shares; 2024Q4: 87,289 shares; 2025Q1: 106,597 shares; 2025Q2: 109,047 shares; 2025Q3: 109,906 shares; 2025Q4: 109,923 shares; 2026Q1: 77,824 shares; 2026Q2: 54,255 shares 54,255 $11.9M 0.37% -23,569 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,946 shares; 2024Q4: 26,807 shares; 2025Q1: 26,092 shares; 2025Q2: 26,073 shares; 2025Q3: 35,709 shares; 2025Q4: 37,716 shares; 2026Q1: 35,264 shares; 2026Q2: 38,701 shares 38,701 $11.6M 0.36% +3,437 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: 26,478 shares; 2024Q4: 27,632 shares; 2025Q1: 29,569 shares; 2025Q2: 28,312 shares; 2025Q3: 30,213 shares; 2025Q4: 33,524 shares; 2026Q1: 30,094 shares; 2026Q2: 29,860 shares 29,860 $11M 0.34% -234 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: 146,361 shares; 2024Q4: 146,100 shares; 2025Q1: 146,096 shares; 2025Q2: 153,399 shares; 2025Q3: 157,098 shares; 2025Q4: 164,481 shares; 2026Q1: 135,672 shares; 2026Q2: 141,122 shares 141,122 $11M 0.34% +5,450 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: 34,143 shares; 2024Q4: 34,737 shares; 2025Q1: 34,971 shares; 2025Q2: 31,480 shares; 2025Q3: 32,241 shares; 2025Q4: 32,900 shares; 2026Q1: 31,737 shares; 2026Q2: 33,578 shares 33,578 $11M 0.34% +1,841 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,486 shares; 2026Q1: not reported; 2026Q2: 435,847 shares 435,847 $10.8M 0.34% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,297 shares; 2024Q4: 299,066 shares; 2025Q1: 310,181 shares; 2025Q2: 316,907 shares; 2025Q3: 354,601 shares; 2025Q4: 358,144 shares; 2026Q1: 358,416 shares; 2026Q2: 283,322 shares 283,322 $10.8M 0.34% -75,094 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: 84,700 shares; 2024Q4: 112,164 shares; 2025Q1: 113,545 shares; 2025Q2: 111,106 shares; 2025Q3: 121,715 shares; 2025Q4: 125,131 shares; 2026Q1: 86,163 shares; 2026Q2: 260,779 shares 260,779 $10.7M 0.33% +174,616 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: 11,063 shares; 2024Q4: 10,931 shares; 2025Q1: 10,863 shares; 2025Q2: 10,353 shares; 2025Q3: 10,508 shares; 2025Q4: 10,524 shares; 2026Q1: 9,883 shares; 2026Q2: 10,043 shares 10,043 $10.7M 0.33% +160 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: 53,143 shares; 2024Q4: 94,132 shares; 2025Q1: 106,472 shares; 2025Q2: 114,863 shares; 2025Q3: 123,571 shares; 2025Q4: 129,240 shares; 2026Q1: 131,214 shares; 2026Q2: 131,584 shares 131,584 $10.7M 0.33% +370 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: 45,161 shares; 2024Q4: 51,065 shares; 2025Q1: 51,159 shares; 2025Q2: 14,476 shares; 2025Q3: 11,906 shares; 2025Q4: 12,048 shares; 2026Q1: 13,858 shares; 2026Q2: 14,715 shares 14,715 $10.1M 0.31% +857 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,758 shares; 2026Q2: 274,833 shares 274,833 $10.1M 0.31% +62,075 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: 10,678 shares; 2024Q4: 11,379 shares; 2025Q1: 11,453 shares; 2025Q2: 10,962 shares; 2025Q3: 11,320 shares; 2025Q4: 10,834 shares; 2026Q1: 10,263 shares; 2026Q2: 10,630 shares 10,630 $9.94M 0.31% +367 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,404 shares; 2024Q4: 263,315 shares; 2025Q1: 287,992 shares; 2025Q2: 301,111 shares; 2025Q3: 328,491 shares; 2025Q4: 324,537 shares; 2026Q1: 336,215 shares; 2026Q2: 368,427 shares 368,427 $9.76M 0.3% +32,212 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: not reported; 2025Q1: not reported; 2025Q2: 44,779 shares; 2025Q3: 64,286 shares; 2025Q4: 68,529 shares; 2026Q1: 110,775 shares; 2026Q2: 193,176 shares 193,176 $9.55M 0.3% +82,401 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: 596,338 shares; 2024Q4: 598,918 shares; 2025Q1: 609,513 shares; 2025Q2: 716,623 shares; 2025Q3: 721,286 shares; 2025Q4: 746,798 shares; 2026Q1: 189,103 shares; 2026Q2: 160,378 shares 160,378 $9.25M 0.29% -28,725 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: 61,703 shares; 2024Q4: 62,128 shares; 2025Q1: 61,543 shares; 2025Q2: 60,366 shares; 2025Q3: 60,267 shares; 2025Q4: 58,308 shares; 2026Q1: 53,258 shares; 2026Q2: 55,567 shares 55,567 $9M 0.28% +2,309 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,815 shares; 2025Q1: 189,467 shares; 2025Q2: 254,037 shares; 2025Q3: 1,117,431 shares; 2025Q4: 387,222 shares; 2026Q1: 181,395 shares; 2026Q2: 911,635 shares 911,635 $8.84M 0.27% +730,240 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: 79,415 shares; 2024Q4: 82,876 shares; 2025Q1: 88,098 shares; 2025Q2: 98,479 shares; 2025Q3: 101,075 shares; 2025Q4: 109,866 shares; 2026Q1: 110,668 shares; 2026Q2: 117,142 shares 117,142 $8.47M 0.26% +6,474 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: 11,874 shares; 2024Q4: 9,444 shares; 2025Q1: 8,605 shares; 2025Q2: 7,460 shares; 2025Q3: 7,289 shares; 2025Q4: 7,256 shares; 2026Q1: 6,892 shares; 2026Q2: 7,014 shares 7,014 $8.41M 0.26% +122 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: 43,121 shares; 2024Q4: 46,598 shares; 2025Q1: 57,967 shares; 2025Q2: 59,382 shares; 2025Q3: 60,871 shares; 2025Q4: 61,359 shares; 2026Q1: 38,795 shares; 2026Q2: 36,930 shares 36,930 $8.39M 0.26% -1,865 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,279 shares; 2024Q4: 243,812 shares; 2025Q1: 238,293 shares; 2025Q2: 93,844 shares; 2025Q3: 100,846 shares; 2025Q4: 114,736 shares; 2026Q1: 123,906 shares; 2026Q2: 178,616 shares 178,616 $8.23M 0.25% +54,710 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: 3,939 shares; 2025Q3: not reported; 2025Q4: 14,628 shares; 2026Q1: 64,878 shares; 2026Q2: 160,768 shares 160,768 $8.18M 0.25% +95,890 Timeline VGLT 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: 67,329 shares; 2024Q4: 71,138 shares; 2025Q1: 73,766 shares; 2025Q2: 75,668 shares; 2025Q3: 80,879 shares; 2025Q4: 83,123 shares; 2026Q1: 90,115 shares; 2026Q2: 147,527 shares 147,527 $8.14M 0.25% +57,412 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: 34,465 shares; 2024Q4: 32,650 shares; 2025Q1: 34,067 shares; 2025Q2: 26,565 shares; 2025Q3: 24,279 shares; 2025Q4: 23,777 shares; 2026Q1: 20,882 shares; 2026Q2: 20,920 shares 20,920 $7.9M 0.24% +38 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: 80,202 shares; 2024Q4: 78,833 shares; 2025Q1: 82,684 shares; 2025Q2: 62,422 shares; 2025Q3: 63,113 shares; 2025Q4: 63,326 shares; 2026Q1: 71,502 shares; 2026Q2: 70,944 shares 70,944 $7.63M 0.24% -558 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,509 shares; 2024Q4: 87,385 shares; 2025Q1: 94,439 shares; 2025Q2: 100,501 shares; 2025Q3: 111,144 shares; 2025Q4: 120,067 shares; 2026Q1: 128,024 shares; 2026Q2: 166,609 shares 166,609 $7.25M 0.22% +38,585 Timeline ISCF 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: 7,981 shares; 2026Q1: 12,934 shares; 2026Q2: 164,366 shares 164,366 $7.12M 0.22% +151,432 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: 11,655 shares; 2024Q4: 11,721 shares; 2025Q1: 11,254 shares; 2025Q2: 11,363 shares; 2025Q3: 11,460 shares; 2025Q4: 11,914 shares; 2026Q1: 12,904 shares; 2026Q2: 79,877 shares 79,877 $6.88M 0.21% +66,973 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS 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: 2,380,623 shares 2,380,623 $6.88M 0.21% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,942 shares; 2024Q4: 76,809 shares; 2025Q1: 77,972 shares; 2025Q2: 74,944 shares; 2025Q3: 75,057 shares; 2025Q4: 95,458 shares; 2026Q1: 95,575 shares; 2026Q2: 71,796 shares 71,796 $6.72M 0.21% -23,779 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: 35,135 shares; 2024Q4: 31,588 shares; 2025Q1: 30,416 shares; 2025Q2: 30,334 shares; 2025Q3: 30,572 shares; 2025Q4: 30,892 shares; 2026Q1: 27,938 shares; 2026Q2: 26,353 shares 26,353 $6.69M 0.21% -1,585 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: 22,349 shares; 2024Q4: 21,797 shares; 2025Q1: 22,467 shares; 2025Q2: 17,836 shares; 2025Q3: 17,258 shares; 2025Q4: 17,115 shares; 2026Q1: 16,124 shares; 2026Q2: 15,600 shares 15,600 $6.56M 0.2% -524 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: 10,376 shares; 2024Q4: 10,126 shares; 2025Q1: 9,987 shares; 2025Q2: 11,186 shares; 2025Q3: 12,667 shares; 2025Q4: 14,858 shares; 2026Q1: 17,519 shares; 2026Q2: 79,154 shares 79,154 $6.38M 0.2% +61,635 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: 116,977 shares; 2024Q4: 112,528 shares; 2025Q1: 112,919 shares; 2025Q2: 113,378 shares; 2025Q3: 113,216 shares; 2025Q4: 113,475 shares; 2026Q1: 113,274 shares; 2026Q2: 113,600 shares 113,600 $6.3M 0.19% +326 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,516 shares; 2024Q4: 42,658 shares; 2025Q1: 48,501 shares; 2025Q2: 43,247 shares; 2025Q3: 43,389 shares; 2025Q4: 42,883 shares; 2026Q1: 24,462 shares; 2026Q2: 24,743 shares 24,743 $6.24M 0.19% +281 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: 28,558 shares; 2024Q4: 29,815 shares; 2025Q1: 30,347 shares; 2025Q2: 31,248 shares; 2025Q3: 31,630 shares; 2025Q4: 31,813 shares; 2026Q1: 30,757 shares; 2026Q2: 29,295 shares 29,295 $6.23M 0.19% -1,462 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,007 shares; 2024Q4: 38,788 shares; 2025Q1: 38,128 shares; 2025Q2: 38,272 shares; 2025Q3: 37,269 shares; 2025Q4: 37,204 shares; 2026Q1: 31,089 shares; 2026Q2: 31,114 shares 31,114 $6.22M 0.19% +25 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: 110,390 shares; 2024Q4: 109,331 shares; 2025Q1: 103,897 shares; 2025Q2: 95,277 shares; 2025Q3: 95,813 shares; 2025Q4: 92,903 shares; 2026Q1: 80,298 shares; 2026Q2: 76,389 shares 76,389 $6.13M 0.19% -3,909 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: 94,030 shares; 2024Q4: 92,442 shares; 2025Q1: 91,710 shares; 2025Q2: 94,845 shares; 2025Q3: 97,110 shares; 2025Q4: 96,680 shares; 2026Q1: 75,444 shares; 2026Q2: 74,405 shares 74,405 $6.11M 0.19% -1,039 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: not reported; 2026Q1: not reported; 2026Q2: 12,208 shares 12,208 $5.91M 0.18% new 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: 47,556 shares; 2025Q3: 51,047 shares; 2025Q4: 54,852 shares; 2026Q1: 137,784 shares; 2026Q2: 111,967 shares 111,967 $5.9M 0.18% -25,817 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: 56,468 shares; 2024Q4: 60,601 shares; 2025Q1: 58,959 shares; 2025Q2: 57,381 shares; 2025Q3: 63,909 shares; 2025Q4: 69,715 shares; 2026Q1: 69,922 shares; 2026Q2: 79,602 shares 79,602 $5.84M 0.18% +9,680 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: 57,004 shares; 2024Q4: 68,880 shares; 2025Q1: 71,672 shares; 2025Q2: 64,487 shares; 2025Q3: 49,654 shares; 2025Q4: 95,268 shares; 2026Q1: 94,793 shares; 2026Q2: 109,738 shares 109,738 $5.83M 0.18% +14,945 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: 2,055 shares; 2024Q4: 2,203 shares; 2025Q1: 1,988 shares; 2025Q2: 2,000 shares; 2025Q3: 2,347 shares; 2025Q4: 6,635 shares; 2026Q1: 5,631 shares; 2026Q2: 5,649 shares 5,649 $5.71M 0.18% +18 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: 50,249 shares; 2025Q2: 52,173 shares; 2025Q3: 47,670 shares; 2025Q4: 45,141 shares; 2026Q1: 46,987 shares; 2026Q2: 42,647 shares 42,647 $5.68M 0.18% -4,340 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: 2,430 shares; 2024Q4: 9,326 shares; 2025Q1: 9,627 shares; 2025Q2: 10,178 shares; 2025Q3: 10,552 shares; 2025Q4: 10,942 shares; 2026Q1: 10,255 shares; 2026Q2: 8,798 shares 8,798 $5.64M 0.17% -1,457 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: 43,220 shares; 2024Q4: 129,628 shares; 2025Q1: 131,421 shares; 2025Q2: 142,967 shares; 2025Q3: 143,769 shares; 2025Q4: 171,753 shares; 2026Q1: 170,941 shares; 2026Q2: 179,678 shares 179,678 $5.59M 0.17% +8,737 Timeline SCHO 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: 87,604 shares; 2024Q4: 187,835 shares; 2025Q1: 192,044 shares; 2025Q2: 237,734 shares; 2025Q3: 223,149 shares; 2025Q4: 318,850 shares; 2026Q1: 297,217 shares; 2026Q2: 228,865 shares 228,865 $5.52M 0.17% -68,352 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,268 shares; 2024Q4: 30,775 shares; 2025Q1: 31,484 shares; 2025Q2: 32,155 shares; 2025Q3: 32,427 shares; 2025Q4: 32,630 shares; 2026Q1: 33,008 shares; 2026Q2: 33,437 shares 33,437 $5.5M 0.17% +429 Timeline RSPT 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: 65,610 shares; 2024Q4: 53,456 shares; 2025Q1: 50,453 shares; 2025Q2: 49,760 shares; 2025Q3: 47,748 shares; 2025Q4: 41,820 shares; 2026Q1: 34,704 shares; 2026Q2: 84,835 shares 84,835 $5.47M 0.17% +50,131 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,102 shares; 2024Q4: 189,506 shares; 2025Q1: 126,327 shares; 2025Q2: 97,221 shares; 2025Q3: 96,595 shares; 2025Q4: 99,010 shares; 2026Q1: 115,867 shares; 2026Q2: 109,571 shares 109,571 $5.47M 0.17% -6,296 Timeline SCHZ 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: 177,526 shares; 2024Q4: 379,368 shares; 2025Q1: 393,657 shares; 2025Q2: 380,459 shares; 2025Q3: 393,704 shares; 2025Q4: 398,837 shares; 2026Q1: 220,913 shares; 2026Q2: 231,175 shares 231,175 $5.35M 0.17% +10,262 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,048 shares; 2024Q4: 49,850 shares; 2025Q1: 52,828 shares; 2025Q2: 54,177 shares; 2025Q3: 66,688 shares; 2025Q4: 82,316 shares; 2026Q1: 121,689 shares; 2026Q2: 101,918 shares 101,918 $5.33M 0.17% -19,771 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,409 shares; 2024Q4: 58,302 shares; 2025Q1: 58,303 shares; 2025Q2: 58,304 shares; 2025Q3: 72,638 shares; 2025Q4: 72,639 shares; 2026Q1: 72,640 shares; 2026Q2: 69,394 shares 69,394 $5.32M 0.16% -3,246 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: 9,521 shares; 2024Q4: 11,249 shares; 2025Q1: 11,988 shares; 2025Q2: 9,783 shares; 2025Q3: 9,686 shares; 2025Q4: 9,996 shares; 2026Q1: 9,803 shares; 2026Q2: 9,395 shares 9,395 $5.29M 0.16% -408 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,225 shares; 2024Q4: 14,559 shares; 2025Q1: 15,908 shares; 2025Q2: 16,801 shares; 2025Q3: 14,215 shares; 2025Q4: 16,095 shares; 2026Q1: 18,608 shares; 2026Q2: 15,754 shares 15,754 $5.27M 0.16% -2,854 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: 22,907 shares; 2024Q4: 20,616 shares; 2025Q1: 21,376 shares; 2025Q2: 13,919 shares; 2025Q3: 14,103 shares; 2025Q4: 14,562 shares; 2026Q1: 14,291 shares; 2026Q2: 14,744 shares 14,744 $5.21M 0.16% +453 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: 85,368 shares; 2024Q4: 85,752 shares; 2025Q1: 81,999 shares; 2025Q2: 82,758 shares; 2025Q3: 82,916 shares; 2025Q4: 83,917 shares; 2026Q1: 82,079 shares; 2026Q2: 101,915 shares 101,915 $5.07M 0.16% +19,836 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: 32,710 shares; 2024Q4: 36,078 shares; 2025Q1: 37,430 shares; 2025Q2: 35,317 shares; 2025Q3: 34,077 shares; 2025Q4: 35,162 shares; 2026Q1: 33,014 shares; 2026Q2: 33,114 shares 33,114 $4.91M 0.15% +100 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: 2,679 shares; 2024Q4: 4,550 shares; 2025Q1: 3,928 shares; 2025Q2: 3,699 shares; 2025Q3: 3,866 shares; 2025Q4: 3,842 shares; 2026Q1: 5,021 shares; 2026Q2: 4,202 shares 4,202 $4.85M 0.15% -819 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,824 shares; 2025Q1: 27,741 shares; 2025Q2: 29,386 shares; 2025Q3: 29,953 shares; 2025Q4: 30,647 shares; 2026Q1: 39,336 shares; 2026Q2: 29,699 shares 29,699 $4.8M 0.15% -9,637 Timeline FTMN 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: 541,590 shares; 2026Q2: 533,332 shares 533,332 $4.76M 0.15% -8,258 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: 65,624 shares; 2024Q4: 96,841 shares; 2025Q1: 109,660 shares; 2025Q2: 111,130 shares; 2025Q3: 97,499 shares; 2025Q4: 97,409 shares; 2026Q1: 90,229 shares; 2026Q2: 88,357 shares 88,357 $4.74M 0.15% -1,872 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,708 shares; 2024Q4: 82,204 shares; 2025Q1: 87,298 shares; 2025Q2: 90,278 shares; 2025Q3: 89,005 shares; 2025Q4: 85,288 shares; 2026Q1: 99,621 shares; 2026Q2: 88,955 shares 88,955 $4.7M 0.15% -10,666 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: 41,227 shares; 2024Q4: 44,239 shares; 2025Q1: 41,122 shares; 2025Q2: 42,137 shares; 2025Q3: 43,386 shares; 2025Q4: 43,789 shares; 2026Q1: 43,111 shares; 2026Q2: 49,056 shares 49,056 $4.64M 0.14% +5,945 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: 35,216 shares; 2024Q4: 39,756 shares; 2025Q1: 41,615 shares; 2025Q2: 40,603 shares; 2025Q3: 42,050 shares; 2025Q4: 41,272 shares; 2026Q1: 39,776 shares; 2026Q2: 39,754 shares 39,754 $4.5M 0.14% -22 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,419 shares; 2024Q4: 107,315 shares; 2025Q1: 116,854 shares; 2025Q2: 120,626 shares; 2025Q3: 130,790 shares; 2025Q4: 132,468 shares; 2026Q1: 109,065 shares; 2026Q2: 110,585 shares 110,585 $4.49M 0.14% +1,520 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,582 shares; 2025Q2: 9,760 shares; 2025Q3: 22,156 shares; 2025Q4: 47,730 shares; 2026Q1: 64,910 shares; 2026Q2: 86,697 shares 86,697 $4.39M 0.14% +21,787 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: 13,273 shares; 2024Q4: 17,617 shares; 2025Q1: 20,645 shares; 2025Q2: 19,289 shares; 2025Q3: 13,894 shares; 2025Q4: 53,650 shares; 2026Q1: 40,022 shares; 2026Q2: 43,630 shares 43,630 $4.33M 0.13% +3,608 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 90,275 shares; 2025Q4: 92,830 shares; 2026Q1: 93,207 shares; 2026Q2: 163,682 shares 163,682 $4.33M 0.13% +70,475 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166,592 shares 166,592 $4.27M 0.13% new 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: 4,106 shares; 2024Q4: 4,214 shares; 2025Q1: 5,026 shares; 2025Q2: 5,531 shares; 2025Q3: 7,050 shares; 2025Q4: 6,308 shares; 2026Q1: 14,619 shares; 2026Q2: 8,823 shares 8,823 $4.21M 0.13% -5,796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,039 shares; 2026Q2: 68,955 shares 68,955 $4.19M 0.13% -15,084 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: 31,723 shares; 2024Q4: 28,273 shares; 2025Q1: 28,540 shares; 2025Q2: 29,353 shares; 2025Q3: 29,400 shares; 2025Q4: 29,849 shares; 2026Q1: 31,039 shares; 2026Q2: 31,826 shares 31,826 $4.19M 0.13% +787 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,462 shares; 2024Q4: 118,242 shares; 2025Q1: 119,523 shares; 2025Q2: 122,087 shares; 2025Q3: 119,653 shares; 2025Q4: 120,843 shares; 2026Q1: 124,038 shares; 2026Q2: 126,116 shares 126,116 $4.19M 0.13% +2,078 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: 25,431 shares; 2024Q4: 26,404 shares; 2025Q1: 28,718 shares; 2025Q2: 30,399 shares; 2025Q3: 30,425 shares; 2025Q4: 32,081 shares; 2026Q1: 31,451 shares; 2026Q2: 32,509 shares 32,509 $4.16M 0.13% +1,058 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: 225,077 shares; 2024Q4: 225,133 shares; 2025Q1: 226,313 shares; 2025Q2: 227,498 shares; 2025Q3: 229,984 shares; 2025Q4: 228,549 shares; 2026Q1: 183,977 shares; 2026Q2: 185,656 shares 185,656 $4.12M 0.13% +1,679 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: 25,810 shares; 2024Q4: 24,066 shares; 2025Q1: 25,451 shares; 2025Q2: 30,347 shares; 2025Q3: 31,299 shares; 2025Q4: 37,090 shares; 2026Q1: 34,493 shares; 2026Q2: 34,950 shares 34,950 $4.11M 0.13% +457 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: 45,325 shares; 2024Q4: 45,464 shares; 2025Q1: 45,969 shares; 2025Q2: 46,221 shares; 2025Q3: 52,598 shares; 2025Q4: 49,712 shares; 2026Q1: 45,014 shares; 2026Q2: 42,476 shares 42,476 $4.1M 0.13% -2,538 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: 17,782 shares; 2024Q4: 16,080 shares; 2025Q1: 16,055 shares; 2025Q2: 16,451 shares; 2025Q3: 17,101 shares; 2025Q4: 17,281 shares; 2026Q1: 16,477 shares; 2026Q2: 16,133 shares 16,133 $4.06M 0.13% -344 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,516 shares; 2025Q2: not reported; 2025Q3: 6,038 shares; 2025Q4: 8,382 shares; 2026Q1: 43,452 shares; 2026Q2: 67,542 shares 67,542 $4.05M 0.13% +24,090 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,812 shares; 2024Q4: 53,125 shares; 2025Q1: 53,434 shares; 2025Q2: 51,320 shares; 2025Q3: 51,941 shares; 2025Q4: 47,040 shares; 2026Q1: 45,267 shares; 2026Q2: 47,945 shares 47,945 $3.96M 0.12% +2,678 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: 94,417 shares; 2025Q3: 98,792 shares; 2025Q4: 100,733 shares; 2026Q1: 131,887 shares; 2026Q2: 91,526 shares 91,526 $3.95M 0.12% -40,361 Timeline BBJP 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: 39,929 shares; 2024Q4: 42,318 shares; 2025Q1: 50,205 shares; 2025Q2: 53,902 shares; 2025Q3: 60,172 shares; 2025Q4: 64,904 shares; 2026Q1: 70,246 shares; 2026Q2: 52,305 shares 52,305 $3.94M 0.12% -17,941 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: 52,623 shares; 2026Q2: 78,001 shares 78,001 $3.93M 0.12% +25,378 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: 27,852 shares; 2024Q4: 41,864 shares; 2025Q1: 31,332 shares; 2025Q2: 36,781 shares; 2025Q3: 37,498 shares; 2025Q4: 79,837 shares; 2026Q1: 79,571 shares; 2026Q2: 84,003 shares 84,003 $3.81M 0.12% +4,432 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: 14,200 shares; 2024Q4: 14,222 shares; 2025Q1: 14,525 shares; 2025Q2: 11,750 shares; 2025Q3: 12,255 shares; 2025Q4: 12,332 shares; 2026Q1: 11,912 shares; 2026Q2: 10,961 shares 10,961 $3.76M 0.12% -951 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: 10,463 shares; 2024Q4: 10,859 shares; 2025Q1: 8,839 shares; 2025Q2: 8,517 shares; 2025Q3: 6,525 shares; 2025Q4: 6,775 shares; 2026Q1: 11,951 shares; 2026Q2: 6,470 shares 6,470 $3.76M 0.12% -5,481 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: 97,428 shares; 2024Q4: 90,484 shares; 2025Q1: 94,737 shares; 2025Q2: 92,388 shares; 2025Q3: 89,148 shares; 2025Q4: 87,439 shares; 2026Q1: 76,834 shares; 2026Q2: 74,197 shares 74,197 $3.74M 0.12% -2,637 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,684 shares 132,684 $3.71M 0.11% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,092 shares; 2026Q1: 41,480 shares; 2026Q2: 46,539 shares 46,539 $3.68M 0.11% +5,059 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128,812 shares 128,812 $3.61M 0.11% new 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: 33,061 shares; 2024Q4: 28,749 shares; 2025Q1: 27,897 shares; 2025Q2: 27,994 shares; 2025Q3: 26,927 shares; 2025Q4: 25,499 shares; 2026Q1: 24,449 shares; 2026Q2: 22,706 shares 22,706 $3.6M 0.11% -1,743 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: 10,167 shares; 2024Q4: 13,061 shares; 2025Q1: 15,385 shares; 2025Q2: 16,718 shares; 2025Q3: 17,995 shares; 2025Q4: 18,542 shares; 2026Q1: 19,349 shares; 2026Q2: 20,035 shares 20,035 $3.54M 0.11% +686 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: 100,082 shares; 2024Q4: 45,877 shares; 2025Q1: 35,385 shares; 2025Q2: 52,953 shares; 2025Q3: 92,922 shares; 2025Q4: 69,586 shares; 2026Q1: 78,385 shares; 2026Q2: 69,571 shares 69,571 $3.52M 0.11% -8,814 Timeline FLIN 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: 35,157 shares; 2025Q1: 40,965 shares; 2025Q2: 43,909 shares; 2025Q3: 49,677 shares; 2025Q4: 57,256 shares; 2026Q1: 64,237 shares; 2026Q2: 98,781 shares 98,781 $3.51M 0.11% +34,544 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: 54,983 shares; 2024Q4: 54,835 shares; 2025Q1: 53,616 shares; 2025Q2: 57,124 shares; 2025Q3: 56,298 shares; 2025Q4: 56,159 shares; 2026Q1: 49,163 shares; 2026Q2: 46,538 shares 46,538 $3.49M 0.11% -2,625 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,788 shares; 2024Q4: 97,674 shares; 2025Q1: 91,467 shares; 2025Q2: 91,672 shares; 2025Q3: 91,315 shares; 2025Q4: 90,481 shares; 2026Q1: 89,834 shares; 2026Q2: 85,375 shares 85,375 $3.47M 0.11% -4,459 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,089 shares; 2024Q4: 53,476 shares; 2025Q1: 54,925 shares; 2025Q2: 64,084 shares; 2025Q3: 66,670 shares; 2025Q4: 72,955 shares; 2026Q1: 68,574 shares; 2026Q2: 60,176 shares 60,176 $3.4M 0.11% -8,398 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: 5,345 shares; 2024Q4: 5,815 shares; 2025Q1: 6,204 shares; 2025Q2: 6,863 shares; 2025Q3: 7,024 shares; 2025Q4: 7,222 shares; 2026Q1: 6,011 shares; 2026Q2: 27,091 shares 27,091 $3.36M 0.1% +21,080 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: 8,061 shares; 2024Q4: 8,078 shares; 2025Q1: 8,656 shares; 2025Q2: 15,200 shares; 2025Q3: 7,963 shares; 2025Q4: 7,750 shares; 2026Q1: 10,489 shares; 2026Q2: 9,803 shares 9,803 $3.36M 0.1% -686 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: 14,945 shares; 2024Q4: 7,918 shares; 2025Q1: 7,820 shares; 2025Q2: 8,618 shares; 2025Q3: 8,970 shares; 2025Q4: 9,728 shares; 2026Q1: 9,718 shares; 2026Q2: 11,079 shares 11,079 $3.36M 0.1% +1,361 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: 12,147 shares; 2024Q4: 6,413 shares; 2025Q1: 11,766 shares; 2025Q2: 12,844 shares; 2025Q3: 12,882 shares; 2025Q4: 13,651 shares; 2026Q1: 13,235 shares; 2026Q2: 13,785 shares 13,785 $3.34M 0.1% +550 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: 3,255 shares; 2024Q4: 3,212 shares; 2025Q1: 3,539 shares; 2025Q2: 3,705 shares; 2025Q3: 4,113 shares; 2025Q4: 4,099 shares; 2026Q1: 4,256 shares; 2026Q2: 4,535 shares 4,535 $3.28M 0.1% +279 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: 42,464 shares; 2024Q4: 46,586 shares; 2025Q1: 46,669 shares; 2025Q2: 46,772 shares; 2025Q3: 48,091 shares; 2025Q4: 48,730 shares; 2026Q1: 35,502 shares; 2026Q2: 35,511 shares 35,511 $3.25M 0.1% +9 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,517 shares; 2024Q4: 8,600 shares; 2025Q1: 8,283 shares; 2025Q2: 18,624 shares; 2025Q3: 18,719 shares; 2025Q4: 68,512 shares; 2026Q1: 64,455 shares; 2026Q2: 67,730 shares 67,730 $3.25M 0.1% +3,275 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,696 shares; 2024Q4: 8,698 shares; 2025Q1: 8,456 shares; 2025Q2: 8,873 shares; 2025Q3: 8,835 shares; 2025Q4: 10,143 shares; 2026Q1: 8,118 shares; 2026Q2: 42,452 shares 42,452 $3.23M 0.1% +34,334 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: 13,579 shares; 2024Q4: 13,406 shares; 2025Q1: 13,606 shares; 2025Q2: 13,680 shares; 2025Q3: 12,880 shares; 2025Q4: 12,391 shares; 2026Q1: 11,767 shares; 2026Q2: 11,864 shares 11,864 $3.21M 0.1% +97 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,230 shares; 2024Q4: 26,035 shares; 2025Q1: 27,232 shares; 2025Q2: 27,782 shares; 2025Q3: 29,427 shares; 2025Q4: 30,627 shares; 2026Q1: 32,695 shares; 2026Q2: 36,996 shares 36,996 $3.2M 0.1% +4,301 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,145 shares; 2024Q4: 29,577 shares; 2025Q1: 38,988 shares; 2025Q2: 26,342 shares; 2025Q3: 31,117 shares; 2025Q4: 34,833 shares; 2026Q1: 40,752 shares; 2026Q2: 42,314 shares 42,314 $3.2M 0.1% +1,562 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: not reported; 2024Q4: 8,287 shares; 2025Q1: 3,658 shares; 2025Q2: 2,686 shares; 2025Q3: 28,784 shares; 2025Q4: 33,523 shares; 2026Q1: 22,724 shares; 2026Q2: 23,376 shares 23,376 $3.19M 0.1% +652 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,587 shares; 2026Q1: 49,142 shares; 2026Q2: 65,250 shares 65,250 $3.19M 0.1% +16,108 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,706 shares; 2024Q4: 33,115 shares; 2025Q1: 33,153 shares; 2025Q2: 33,973 shares; 2025Q3: 33,880 shares; 2025Q4: 33,375 shares; 2026Q1: 31,555 shares; 2026Q2: 29,584 shares 29,584 $3.19M 0.1% -1,971 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: 6,576 shares; 2024Q4: 10,491 shares; 2025Q1: 10,978 shares; 2025Q2: 10,447 shares; 2025Q3: 10,538 shares; 2025Q4: 10,565 shares; 2026Q1: 15,583 shares; 2026Q2: 15,837 shares 15,837 $3.13M 0.1% +254 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: 36,798 shares; 2024Q4: 36,287 shares; 2025Q1: 36,397 shares; 2025Q2: 36,397 shares; 2025Q3: 39,531 shares; 2025Q4: 39,872 shares; 2026Q1: 38,823 shares; 2026Q2: 34,258 shares 34,258 $3.11M 0.1% -4,565 Timeline FLQM 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: 7,204 shares; 2024Q4: 27,285 shares; 2025Q1: 34,957 shares; 2025Q2: 40,063 shares; 2025Q3: 43,105 shares; 2025Q4: 46,516 shares; 2026Q1: 52,228 shares; 2026Q2: 53,345 shares 53,345 $3.09M 0.1% +1,117 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: 21,583 shares; 2024Q4: 21,356 shares; 2025Q1: 20,990 shares; 2025Q2: 19,783 shares; 2025Q3: 19,760 shares; 2025Q4: 19,735 shares; 2026Q1: 18,206 shares; 2026Q2: 18,529 shares 18,529 $3.03M 0.09% +323 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: 24,125 shares; 2024Q4: 25,015 shares; 2025Q1: 59,914 shares; 2025Q2: 66,189 shares; 2025Q3: 80,901 shares; 2025Q4: 74,071 shares; 2026Q1: 76,235 shares; 2026Q2: 88,416 shares 88,416 $3.03M 0.09% +12,181 Timeline KBWP 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: 20,091 shares; 2024Q4: 19,638 shares; 2025Q1: 20,232 shares; 2025Q2: 21,602 shares; 2025Q3: 22,358 shares; 2025Q4: 23,300 shares; 2026Q1: 24,036 shares; 2026Q2: 23,684 shares 23,684 $3M 0.09% -352 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,317 shares; 2024Q4: 64,223 shares; 2025Q1: 56,055 shares; 2025Q2: 53,254 shares; 2025Q3: 54,936 shares; 2025Q4: 52,399 shares; 2026Q1: 49,543 shares; 2026Q2: 49,597 shares 49,597 $3M 0.09% +54 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: 72,530 shares; 2024Q4: 82,818 shares; 2025Q1: 55,658 shares; 2025Q2: 56,930 shares; 2025Q3: 55,593 shares; 2025Q4: 54,067 shares; 2026Q1: 17,326 shares; 2026Q2: 23,728 shares 23,728 $2.95M 0.09% +6,402 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: 56,984 shares; 2024Q4: 59,448 shares; 2025Q1: 58,399 shares; 2025Q2: 54,019 shares; 2025Q3: 49,313 shares; 2025Q4: 48,233 shares; 2026Q1: 45,841 shares; 2026Q2: 50,592 shares 50,592 $2.88M 0.09% +4,751 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,268 shares; 2024Q4: 38,199 shares; 2025Q1: 37,701 shares; 2025Q2: 35,537 shares; 2025Q3: 28,680 shares; 2025Q4: 23,256 shares; 2026Q1: 22,690 shares; 2026Q2: 22,041 shares 22,041 $2.88M 0.09% -649 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: 14,697 shares; 2024Q4: 11,161 shares; 2025Q1: 14,326 shares; 2025Q2: 11,223 shares; 2025Q3: 10,565 shares; 2025Q4: 10,788 shares; 2026Q1: 9,967 shares; 2026Q2: 20,585 shares 20,585 $2.87M 0.09% +10,618 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: 35,273 shares; 2024Q4: 36,148 shares; 2025Q1: 35,776 shares; 2025Q2: 35,084 shares; 2025Q3: 37,693 shares; 2025Q4: 40,431 shares; 2026Q1: 40,144 shares; 2026Q2: 48,304 shares 48,304 $2.85M 0.09% +8,160 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: 7,498 shares; 2024Q4: 7,424 shares; 2025Q1: 7,531 shares; 2025Q2: 8,232 shares; 2025Q3: 8,163 shares; 2025Q4: 7,862 shares; 2026Q1: 7,119 shares; 2026Q2: 23,788 shares 23,788 $2.84M 0.09% +16,669 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: 6,172 shares; 2024Q4: 11,372 shares; 2025Q1: 9,793 shares; 2025Q2: 9,829 shares; 2025Q3: 9,569 shares; 2025Q4: 9,196 shares; 2026Q1: 8,522 shares; 2026Q2: 8,266 shares 8,266 $2.82M 0.09% -256 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: 27,997 shares; 2024Q4: 28,416 shares; 2025Q1: 27,793 shares; 2025Q2: 26,599 shares; 2025Q3: 25,170 shares; 2025Q4: 24,536 shares; 2026Q1: 23,491 shares; 2026Q2: 23,013 shares 23,013 $2.74M 0.08% -478 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,917 shares; 2024Q4: 34,745 shares; 2025Q1: 34,754 shares; 2025Q2: 35,002 shares; 2025Q3: 31,310 shares; 2025Q4: 32,301 shares; 2026Q1: 29,940 shares; 2026Q2: 30,516 shares 30,516 $2.74M 0.08% +576 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: 55,728 shares; 2024Q4: 55,581 shares; 2025Q1: 55,927 shares; 2025Q2: 52,970 shares; 2025Q3: 49,162 shares; 2025Q4: 42,635 shares; 2026Q1: 35,710 shares; 2026Q2: 32,527 shares 32,527 $2.7M 0.08% -3,183 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: 9,448 shares; 2024Q4: 10,680 shares; 2025Q1: 10,685 shares; 2025Q2: 10,715 shares; 2025Q3: 13,939 shares; 2025Q4: 14,317 shares; 2026Q1: 10,367 shares; 2026Q2: 10,504 shares 10,504 $2.68M 0.08% +137 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,283 shares; 2026Q2: 27,755 shares 27,755 $2.68M 0.08% -10,528 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,726 shares; 2024Q4: 20,042 shares; 2025Q1: 20,417 shares; 2025Q2: 19,163 shares; 2025Q3: 19,251 shares; 2025Q4: 19,211 shares; 2026Q1: 24,245 shares; 2026Q2: 24,394 shares 24,394 $2.67M 0.08% +149 Timeline VNLA 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: 19,333 shares; 2024Q4: 19,053 shares; 2025Q1: 19,540 shares; 2025Q2: 35,114 shares; 2025Q3: 37,165 shares; 2025Q4: 38,041 shares; 2026Q1: 53,649 shares; 2026Q2: 54,278 shares 54,278 $2.66M 0.08% +629 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: 7,961 shares; 2024Q4: 7,968 shares; 2025Q1: 7,982 shares; 2025Q2: 8,597 shares; 2025Q3: 9,462 shares; 2025Q4: 10,731 shares; 2026Q1: 11,332 shares; 2026Q2: 10,938 shares 10,938 $2.65M 0.08% -394 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: 130,595 shares; 2024Q4: 147,085 shares; 2025Q1: 122,895 shares; 2025Q2: 172,394 shares; 2025Q3: 175,658 shares; 2025Q4: 176,389 shares; 2026Q1: 108,927 shares; 2026Q2: 34,627 shares 34,627 $2.65M 0.08% -74,300 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: 10,837 shares; 2024Q4: 10,900 shares; 2025Q1: 10,033 shares; 2025Q2: 8,558 shares; 2025Q3: 8,183 shares; 2025Q4: 8,698 shares; 2026Q1: 7,862 shares; 2026Q2: 7,498 shares 7,498 $2.64M 0.08% -364 Timeline LTPZ 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: 4,132 shares; 2024Q4: not reported; 2025Q1: 3,670 shares; 2025Q2: not reported; 2025Q3: 45,118 shares; 2025Q4: 48,213 shares; 2026Q1: 48,455 shares; 2026Q2: 52,185 shares 52,185 $2.64M 0.08% +3,730 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,139 shares; 2024Q4: 34,570 shares; 2025Q1: 34,417 shares; 2025Q2: 30,643 shares; 2025Q3: 30,062 shares; 2025Q4: 29,453 shares; 2026Q1: 37,938 shares; 2026Q2: 37,963 shares 37,963 $2.62M 0.08% +25 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: 6,681 shares; 2024Q4: 6,885 shares; 2025Q1: 6,998 shares; 2025Q2: 8,334 shares; 2025Q3: 10,070 shares; 2025Q4: 10,502 shares; 2026Q1: 8,876 shares; 2026Q2: 8,973 shares 8,973 $2.61M 0.08% +97 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: 2,442 shares; 2024Q4: 2,371 shares; 2025Q1: 2,755 shares; 2025Q2: 2,729 shares; 2025Q3: 3,069 shares; 2025Q4: 3,206 shares; 2026Q1: 4,198 shares; 2026Q2: 3,402 shares 3,402 $2.6M 0.08% -796 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,432 shares; 2026Q2: 20,709 shares 20,709 $2.58M 0.08% +1,277 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,776 shares; 2024Q4: 19,077 shares; 2025Q1: 20,270 shares; 2025Q2: 21,789 shares; 2025Q3: 25,536 shares; 2025Q4: 25,529 shares; 2026Q1: 21,031 shares; 2026Q2: 21,890 shares 21,890 $2.56M 0.08% +859 Timeline SCHE 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: 64,260 shares; 2024Q4: 61,957 shares; 2025Q1: 60,617 shares; 2025Q2: 60,629 shares; 2025Q3: 62,668 shares; 2025Q4: 64,010 shares; 2026Q1: 66,382 shares; 2026Q2: 70,319 shares 70,319 $2.55M 0.08% +3,937 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,722 shares; 2024Q4: 18,424 shares; 2025Q1: 18,436 shares; 2025Q2: 15,067 shares; 2025Q3: 14,597 shares; 2025Q4: 14,364 shares; 2026Q1: 14,110 shares; 2026Q2: 8,996 shares 8,996 $2.51M 0.08% -5,114 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 14,528 shares 14,528 $2.49M 0.08% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,543 shares 49,543 $2.49M 0.08% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,412 shares; 2024Q4: 53,726 shares; 2025Q1: 52,239 shares; 2025Q2: 45,181 shares; 2025Q3: 67,807 shares; 2025Q4: 65,550 shares; 2026Q1: 58,731 shares; 2026Q2: 58,750 shares 58,750 $2.49M 0.08% +19 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: 929 shares; 2024Q4: 1,193 shares; 2025Q1: 2,385 shares; 2025Q2: 3,171 shares; 2025Q3: 3,452 shares; 2025Q4: 4,071 shares; 2026Q1: 6,014 shares; 2026Q2: 6,797 shares 6,797 $2.49M 0.08% +783 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: 149,990 shares; 2024Q4: 23,013 shares; 2025Q1: 12,017 shares; 2025Q2: 12,088 shares; 2025Q3: 11,634 shares; 2025Q4: 13,160 shares; 2026Q1: 20,808 shares; 2026Q2: 109,124 shares 109,124 $2.49M 0.08% +88,316 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,701 shares; 2024Q4: 21,022 shares; 2025Q1: 24,053 shares; 2025Q2: 29,866 shares; 2025Q3: 35,233 shares; 2025Q4: 37,459 shares; 2026Q1: 40,861 shares; 2026Q2: 42,394 shares 42,394 $2.46M 0.08% +1,533 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,298 shares; 2024Q4: 10,127 shares; 2025Q1: 7,523 shares; 2025Q2: 7,149 shares; 2025Q3: 6,954 shares; 2025Q4: 7,101 shares; 2026Q1: 22,788 shares; 2026Q2: 24,452 shares 24,452 $2.45M 0.08% +1,664 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: 7,292 shares; 2024Q4: 7,364 shares; 2025Q1: 6,892 shares; 2025Q2: 7,545 shares; 2025Q3: 8,181 shares; 2025Q4: 8,696 shares; 2026Q1: 7,901 shares; 2026Q2: 8,145 shares 8,145 $2.45M 0.08% +244 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: 26,133 shares; 2024Q4: 24,963 shares; 2025Q1: 23,756 shares; 2025Q2: 19,842 shares; 2025Q3: 21,258 shares; 2025Q4: 18,471 shares; 2026Q1: 16,938 shares; 2026Q2: 16,592 shares 16,592 $2.43M 0.08% -346 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,262 shares; 2024Q4: 27,131 shares; 2025Q1: 29,689 shares; 2025Q2: 33,849 shares; 2025Q3: 37,175 shares; 2025Q4: 38,798 shares; 2026Q1: 42,819 shares; 2026Q2: 46,751 shares 46,751 $2.43M 0.08% +3,932 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: 13,038 shares; 2024Q4: 12,153 shares; 2025Q1: 11,585 shares; 2025Q2: 11,835 shares; 2025Q3: 13,401 shares; 2025Q4: 11,583 shares; 2026Q1: 11,172 shares; 2026Q2: 11,197 shares 11,197 $2.42M 0.08% +25 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: 35,187 shares; 2024Q4: 34,769 shares; 2025Q1: 35,945 shares; 2025Q2: 32,904 shares; 2025Q3: 32,955 shares; 2025Q4: 35,279 shares; 2026Q1: 32,907 shares; 2026Q2: 30,863 shares 30,863 $2.41M 0.07% -2,044 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: 16,956 shares; 2024Q4: 16,937 shares; 2025Q1: 16,816 shares; 2025Q2: 17,913 shares; 2025Q3: 17,342 shares; 2025Q4: 17,274 shares; 2026Q1: 15,180 shares; 2026Q2: 14,556 shares 14,556 $2.41M 0.07% -624 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 2,428 shares; 2025Q3: 2,555 shares; 2025Q4: 2,345 shares; 2026Q1: 5,892 shares; 2026Q2: 14,587 shares 14,587 $2.38M 0.07% +8,695 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: 34,977 shares; 2024Q4: 31,705 shares; 2025Q1: 27,011 shares; 2025Q2: 28,550 shares; 2025Q3: 20,912 shares; 2025Q4: 19,425 shares; 2026Q1: 22,190 shares; 2026Q2: 20,865 shares 20,865 $2.38M 0.07% -1,325 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,247 shares; 2024Q4: 7,976 shares; 2025Q1: 7,984 shares; 2025Q2: 8,081 shares; 2025Q3: 8,289 shares; 2025Q4: 8,191 shares; 2026Q1: 7,592 shares; 2026Q2: 7,179 shares 7,179 $2.37M 0.07% -413 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: 7,967 shares; 2024Q4: 8,159 shares; 2025Q1: 8,406 shares; 2025Q2: 8,506 shares; 2025Q3: 8,811 shares; 2025Q4: 8,885 shares; 2026Q1: 8,453 shares; 2026Q2: 8,293 shares 8,293 $2.37M 0.07% -160 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: 4,222 shares; 2024Q4: 4,247 shares; 2025Q1: 4,105 shares; 2025Q2: 4,286 shares; 2025Q3: 5,141 shares; 2025Q4: 5,840 shares; 2026Q1: 6,271 shares; 2026Q2: 6,293 shares 6,293 $2.35M 0.07% +22 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,855 shares; 2024Q4: 53,171 shares; 2025Q1: 59,343 shares; 2025Q2: 43,274 shares; 2025Q3: 44,405 shares; 2025Q4: 44,340 shares; 2026Q1: 38,812 shares; 2026Q2: 46,352 shares 46,352 $2.35M 0.07% +7,540 Timeline JMST 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: 53,510 shares; 2024Q4: 53,108 shares; 2025Q1: 51,681 shares; 2025Q2: 48,870 shares; 2025Q3: 43,759 shares; 2025Q4: 42,266 shares; 2026Q1: 45,931 shares; 2026Q2: 46,040 shares 46,040 $2.35M 0.07% +109 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: 28,359 shares; 2024Q4: 25,895 shares; 2025Q1: 25,361 shares; 2025Q2: 23,440 shares; 2025Q3: 22,612 shares; 2025Q4: 22,977 shares; 2026Q1: 21,925 shares; 2026Q2: 21,422 shares 21,422 $2.34M 0.07% -503 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: 33,396 shares; 2024Q4: 33,409 shares; 2025Q1: 33,393 shares; 2025Q2: 33,399 shares; 2025Q3: 33,405 shares; 2025Q4: 33,096 shares; 2026Q1: 36,522 shares; 2026Q2: 36,503 shares 36,503 $2.33M 0.07% -19 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: 60,011 shares; 2024Q4: 69,549 shares; 2025Q1: 74,870 shares; 2025Q2: 63,465 shares; 2025Q3: 37,417 shares; 2025Q4: 30,245 shares; 2026Q1: 28,838 shares; 2026Q2: 36,917 shares 36,917 $2.3M 0.07% +8,079 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: 15,004 shares; 2024Q4: 14,871 shares; 2025Q1: 15,480 shares; 2025Q2: 15,561 shares; 2025Q3: 16,371 shares; 2025Q4: 16,267 shares; 2026Q1: 14,584 shares; 2026Q2: 15,025 shares 15,025 $2.29M 0.07% +441 Timeline BUFF 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: 54,363 shares; 2024Q4: 53,568 shares; 2025Q1: 60,126 shares; 2025Q2: 53,810 shares; 2025Q3: 53,715 shares; 2025Q4: 47,306 shares; 2026Q1: 42,995 shares; 2026Q2: 43,040 shares 43,040 $2.27M 0.07% +45 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,129 shares; 2024Q4: 72,908 shares; 2025Q1: 76,570 shares; 2025Q2: 85,586 shares; 2025Q3: 96,080 shares; 2025Q4: 99,746 shares; 2026Q1: 102,855 shares; 2026Q2: 133,608 shares 133,608 $2.26M 0.07% +30,753 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,292 shares; 2025Q1: 19,536 shares; 2025Q2: 19,808 shares; 2025Q3: 21,247 shares; 2025Q4: 22,351 shares; 2026Q1: 22,438 shares; 2026Q2: 62,358 shares 62,358 $2.26M 0.07% +39,920 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: 22,995 shares; 2024Q4: 28,031 shares; 2025Q1: 27,508 shares; 2025Q2: 21,903 shares; 2025Q3: 17,906 shares; 2025Q4: 28,107 shares; 2026Q1: 20,717 shares; 2026Q2: 19,165 shares 19,165 $2.25M 0.07% -1,552 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: 23,651 shares; 2024Q4: 26,056 shares; 2025Q1: 26,476 shares; 2025Q2: 28,660 shares; 2025Q3: 28,845 shares; 2025Q4: 29,484 shares; 2026Q1: 26,185 shares; 2026Q2: 30,480 shares 30,480 $2.19M 0.07% +4,295 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,399 shares; 2025Q4: 31,938 shares; 2026Q1: 23,390 shares; 2026Q2: 23,507 shares 23,507 $2.16M 0.07% +117 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: 8,909 shares; 2024Q4: 14,282 shares; 2025Q1: 10,766 shares; 2025Q2: 11,055 shares; 2025Q3: 12,348 shares; 2025Q4: 12,344 shares; 2026Q1: 13,682 shares; 2026Q2: 13,689 shares 13,689 $2.15M 0.07% +7 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: 38,211 shares; 2024Q4: 38,616 shares; 2025Q1: 58,632 shares; 2025Q2: 108,183 shares; 2025Q3: 111,617 shares; 2025Q4: 115,440 shares; 2026Q1: 71,404 shares; 2026Q2: 25,865 shares 25,865 $2.14M 0.07% -45,539 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: 7,203 shares; 2024Q4: 8,793 shares; 2025Q1: 9,289 shares; 2025Q2: 12,286 shares; 2025Q3: 31,252 shares; 2025Q4: 35,446 shares; 2026Q1: 16,774 shares; 2026Q2: 18,298 shares 18,298 $2.13M 0.07% +1,524 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: 2,667 shares; 2024Q4: 2,621 shares; 2025Q1: 2,734 shares; 2025Q2: 2,844 shares; 2025Q3: 2,591 shares; 2025Q4: 26,984 shares; 2026Q1: 33,051 shares; 2026Q2: 29,770 shares 29,770 $2.13M 0.07% -3,281 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,292 shares; 2025Q1: 5,202 shares; 2025Q2: 5,829 shares; 2025Q3: 5,347 shares; 2025Q4: 17,513 shares; 2026Q1: 20,282 shares; 2026Q2: 6,321 shares 6,321 $2.12M 0.07% -13,961 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: 2,392 shares; 2024Q4: 2,131 shares; 2025Q1: 2,395 shares; 2025Q2: 2,617 shares; 2025Q3: 2,697 shares; 2025Q4: 3,023 shares; 2026Q1: 2,999 shares; 2026Q2: 3,208 shares 3,208 $2.1M 0.07% +209 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,934 shares; 2024Q4: 17,440 shares; 2025Q1: 30,524 shares; 2025Q2: 33,509 shares; 2025Q3: 22,119 shares; 2025Q4: 22,539 shares; 2026Q1: 22,174 shares; 2026Q2: 23,235 shares 23,235 $2.1M 0.07% +1,061 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: 4,937 shares; 2024Q4: 4,902 shares; 2025Q1: 4,541 shares; 2025Q2: 4,797 shares; 2025Q3: 4,339 shares; 2025Q4: 4,331 shares; 2026Q1: 4,045 shares; 2026Q2: 4,017 shares 4,017 $2.1M 0.06% -28 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: 27,380 shares; 2024Q4: 28,038 shares; 2025Q1: 27,097 shares; 2025Q2: 27,383 shares; 2025Q3: 27,841 shares; 2025Q4: 28,564 shares; 2026Q1: 26,034 shares; 2026Q2: 25,252 shares 25,252 $2.07M 0.06% -782 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,084 shares; 2024Q4: 16,059 shares; 2025Q1: 16,025 shares; 2025Q2: 15,917 shares; 2025Q3: 15,003 shares; 2025Q4: 15,018 shares; 2026Q1: 14,783 shares; 2026Q2: 14,735 shares 14,735 $2.06M 0.06% -48 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,499 shares; 2024Q4: 43,264 shares; 2025Q1: 41,449 shares; 2025Q2: 45,572 shares; 2025Q3: 44,936 shares; 2025Q4: 45,445 shares; 2026Q1: 40,232 shares; 2026Q2: 38,720 shares 38,720 $2.03M 0.06% -1,512 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: not reported; 2024Q4: not reported; 2025Q1: 3,024 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 5,155 shares; 2026Q1: 5,189 shares; 2026Q2: 4,867 shares 4,867 $1.99M 0.06% -322 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: 5,098 shares; 2024Q4: 4,770 shares; 2025Q1: 4,876 shares; 2025Q2: 3,501 shares; 2025Q3: 3,857 shares; 2025Q4: 3,947 shares; 2026Q1: 3,753 shares; 2026Q2: 3,817 shares 3,817 $1.96M 0.06% +64 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: 7,491 shares; 2024Q4: 7,534 shares; 2025Q1: 7,569 shares; 2025Q2: 8,208 shares; 2025Q3: 9,775 shares; 2025Q4: 9,858 shares; 2026Q1: 9,968 shares; 2026Q2: 10,240 shares 10,240 $1.95M 0.06% +272 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,992 shares; 2024Q4: 43,992 shares; 2025Q1: 43,992 shares; 2025Q2: 43,992 shares; 2025Q3: 43,992 shares; 2025Q4: 43,858 shares; 2026Q1: 43,858 shares; 2026Q2: 41,078 shares 41,078 $1.95M 0.06% -2,780 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: 9,964 shares; 2024Q4: 10,772 shares; 2025Q1: 10,303 shares; 2025Q2: 10,587 shares; 2025Q3: 10,428 shares; 2025Q4: 11,437 shares; 2026Q1: 11,304 shares; 2026Q2: 11,508 shares 11,508 $1.94M 0.06% +204 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,557 shares; 2024Q4: 6,822 shares; 2025Q1: 6,863 shares; 2025Q2: 7,427 shares; 2025Q3: 7,582 shares; 2025Q4: 7,722 shares; 2026Q1: 6,643 shares; 2026Q2: 6,854 shares 6,854 $1.93M 0.06% +211 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,930 shares; 2025Q4: 21,483 shares; 2026Q1: 29,432 shares; 2026Q2: 42,058 shares 42,058 $1.87M 0.06% +12,626 Timeline DFIV 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: not reported; 2026Q1: 33,180 shares; 2026Q2: 34,512 shares 34,512 $1.86M 0.06% +1,332 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,149 shares; 2025Q2: 111,758 shares; 2025Q3: 117,860 shares; 2025Q4: 119,814 shares; 2026Q1: 59,561 shares; 2026Q2: 40,674 shares 40,674 $1.85M 0.06% -18,887 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,929 shares; 2024Q4: 18,466 shares; 2025Q1: 19,736 shares; 2025Q2: 21,558 shares; 2025Q3: 22,216 shares; 2025Q4: 22,852 shares; 2026Q1: 19,446 shares; 2026Q2: 18,832 shares 18,832 $1.85M 0.06% -614 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,731 shares; 2024Q4: 28,194 shares; 2025Q1: 23,988 shares; 2025Q2: 21,484 shares; 2025Q3: 22,679 shares; 2025Q4: 23,295 shares; 2026Q1: 23,004 shares; 2026Q2: 24,204 shares 24,204 $1.83M 0.06% +1,200 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: 41,292 shares; 2024Q4: 42,309 shares; 2025Q1: 45,698 shares; 2025Q2: 43,060 shares; 2025Q3: 34,660 shares; 2025Q4: 26,329 shares; 2026Q1: 21,259 shares; 2026Q2: 15,594 shares 15,594 $1.82M 0.06% -5,665 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: 8,087 shares; 2024Q4: 8,158 shares; 2025Q1: 8,547 shares; 2025Q2: 10,615 shares; 2025Q3: 11,559 shares; 2025Q4: 11,497 shares; 2026Q1: 12,719 shares; 2026Q2: 17,799 shares 17,799 $1.82M 0.06% +5,080 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: 7,941 shares; 2024Q4: 8,320 shares; 2025Q1: 8,330 shares; 2025Q2: 7,820 shares; 2025Q3: 8,037 shares; 2025Q4: 7,649 shares; 2026Q1: 7,841 shares; 2026Q2: 7,408 shares 7,408 $1.8M 0.06% -433 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: 8,038 shares 8,038 $1.8M 0.06% new 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: 20,436 shares; 2024Q4: 21,120 shares; 2025Q1: 21,373 shares; 2025Q2: 74,196 shares; 2025Q3: 78,058 shares; 2025Q4: 36,262 shares; 2026Q1: 34,288 shares; 2026Q2: 33,549 shares 33,549 $1.79M 0.06% -739 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: 15,705 shares; 2024Q4: 13,695 shares; 2025Q1: 28,980 shares; 2025Q2: 28,127 shares; 2025Q3: 28,056 shares; 2025Q4: 26,618 shares; 2026Q1: 26,634 shares; 2026Q2: 17,213 shares 17,213 $1.79M 0.06% -9,421 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: 8,038 shares 8,038 $1.78M 0.06% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,721 shares; 2024Q4: 35,940 shares; 2025Q1: 35,436 shares; 2025Q2: 37,025 shares; 2025Q3: 35,179 shares; 2025Q4: 34,559 shares; 2026Q1: 33,316 shares; 2026Q2: 36,775 shares 36,775 $1.75M 0.05% +3,459 Timeline JPEM 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: 25,525 shares; 2024Q4: 27,301 shares; 2025Q1: 24,213 shares; 2025Q2: 24,906 shares; 2025Q3: 25,356 shares; 2025Q4: 25,202 shares; 2026Q1: 26,939 shares; 2026Q2: 27,875 shares 27,875 $1.75M 0.05% +936 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: 15,727 shares; 2024Q4: 16,050 shares; 2025Q1: 15,917 shares; 2025Q2: 16,439 shares; 2025Q3: 17,105 shares; 2025Q4: 19,077 shares; 2026Q1: 18,020 shares; 2026Q2: 18,206 shares 18,206 $1.74M 0.05% +186 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: 3,402 shares; 2024Q4: 3,142 shares; 2025Q1: 2,872 shares; 2025Q2: 2,753 shares; 2025Q3: 2,699 shares; 2025Q4: 2,797 shares; 2026Q1: 2,560 shares; 2026Q2: 2,445 shares 2,445 $1.72M 0.05% -115 Timeline SCHR 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: 153,379 shares; 2024Q4: 106,364 shares; 2025Q1: 90,079 shares; 2025Q2: 90,381 shares; 2025Q3: 92,869 shares; 2025Q4: 87,844 shares; 2026Q1: 73,437 shares; 2026Q2: 69,072 shares 69,072 $1.7M 0.05% -4,365 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: 22,592 shares; 2024Q4: 22,787 shares; 2025Q1: 22,856 shares; 2025Q2: 21,990 shares; 2025Q3: 22,585 shares; 2025Q4: 23,453 shares; 2026Q1: 18,013 shares; 2026Q2: 17,643 shares 17,643 $1.7M 0.05% -370 Timeline SCHC 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: 30,959 shares; 2024Q4: 30,321 shares; 2025Q1: 30,715 shares; 2025Q2: 32,940 shares; 2025Q3: 34,942 shares; 2025Q4: 35,675 shares; 2026Q1: 35,344 shares; 2026Q2: 35,294 shares 35,294 $1.7M 0.05% -50 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,453 shares; 2024Q4: 26,214 shares; 2025Q1: 25,129 shares; 2025Q2: 20,204 shares; 2025Q3: 17,337 shares; 2025Q4: 17,494 shares; 2026Q1: 16,444 shares; 2026Q2: 16,202 shares 16,202 $1.68M 0.05% -242 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,916 shares; 2024Q4: 18,522 shares; 2025Q1: 19,040 shares; 2025Q2: 19,252 shares; 2025Q3: 18,849 shares; 2025Q4: 16,762 shares; 2026Q1: 15,677 shares; 2026Q2: 18,180 shares 18,180 $1.68M 0.05% +2,503 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 2,465 shares; 2025Q1: 2,432 shares; 2025Q2: 2,479 shares; 2025Q3: 2,637 shares; 2025Q4: 4,011 shares; 2026Q1: 4,646 shares; 2026Q2: 4,646 shares 4,646 $1.65M 0.05% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,075 shares; 2024Q4: 183,858 shares; 2025Q1: 241,731 shares; 2025Q2: 30,533 shares; 2025Q3: 14,538 shares; 2025Q4: 14,016 shares; 2026Q1: 13,005 shares; 2026Q2: 30,146 shares 30,146 $1.65M 0.05% +17,141 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: 52,046 shares; 2024Q4: 60,537 shares; 2025Q1: 61,788 shares; 2025Q2: 69,212 shares; 2025Q3: 66,867 shares; 2025Q4: 63,429 shares; 2026Q1: 32,968 shares; 2026Q2: 31,778 shares 31,778 $1.61M 0.05% -1,190 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: 5,829 shares; 2024Q4: 5,877 shares; 2025Q1: 5,167 shares; 2025Q2: 5,149 shares; 2025Q3: 5,147 shares; 2025Q4: 4,934 shares; 2026Q1: 4,242 shares; 2026Q2: 4,748 shares 4,748 $1.61M 0.05% +506 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,147 shares; 2024Q4: 12,172 shares; 2025Q1: 12,030 shares; 2025Q2: 13,069 shares; 2025Q3: 13,217 shares; 2025Q4: 13,432 shares; 2026Q1: 13,282 shares; 2026Q2: 12,562 shares 12,562 $1.59M 0.05% -720 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: 16,506 shares; 2024Q4: 18,121 shares; 2025Q1: 16,043 shares; 2025Q2: 16,053 shares; 2025Q3: 26,005 shares; 2025Q4: 29,385 shares; 2026Q1: 26,587 shares; 2026Q2: 37,203 shares 37,203 $1.59M 0.05% +10,616 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: 13,195 shares; 2024Q4: 13,168 shares; 2025Q1: 12,136 shares; 2025Q2: 10,125 shares; 2025Q3: 11,404 shares; 2025Q4: 11,040 shares; 2026Q1: 9,888 shares; 2026Q2: 10,974 shares 10,974 $1.56M 0.05% +1,086 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: 5,574 shares; 2024Q4: 6,105 shares; 2025Q1: 27,165 shares; 2025Q2: 47,628 shares; 2025Q3: 17,443 shares; 2025Q4: 18,007 shares; 2026Q1: 16,135 shares; 2026Q2: 15,899 shares 15,899 $1.54M 0.05% -236 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,731 shares; 2024Q4: 4,618 shares; 2025Q1: 4,579 shares; 2025Q2: 7,850 shares; 2025Q3: 10,487 shares; 2025Q4: 10,421 shares; 2026Q1: 12,525 shares; 2026Q2: 17,401 shares 17,401 $1.53M 0.05% +4,876 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: 4,044 shares; 2024Q4: 2,059 shares; 2025Q1: 2,490 shares; 2025Q2: 2,689 shares; 2025Q3: 2,832 shares; 2025Q4: 2,717 shares; 2026Q1: 3,053 shares; 2026Q2: 3,523 shares 3,523 $1.52M 0.05% +470 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,794 shares; 2024Q4: 11,797 shares; 2025Q1: 11,810 shares; 2025Q2: 12,685 shares; 2025Q3: 12,998 shares; 2025Q4: 13,201 shares; 2026Q1: 11,923 shares; 2026Q2: 11,927 shares 11,927 $1.52M 0.05% +4 Timeline UITB 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: 22,451 shares; 2024Q4: 25,131 shares; 2025Q1: 25,271 shares; 2025Q2: 25,742 shares; 2025Q3: 27,233 shares; 2025Q4: 33,189 shares; 2026Q1: 32,539 shares; 2026Q2: 32,293 shares 32,293 $1.51M 0.05% -246 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: 3,566 shares; 2024Q4: 10,045 shares; 2025Q1: 6,730 shares; 2025Q2: 8,341 shares; 2025Q3: 8,738 shares; 2025Q4: 9,736 shares; 2026Q1: 9,147 shares; 2026Q2: 9,139 shares 9,139 $1.5M 0.05% -8 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,396 shares; 2025Q1: 7,473 shares; 2025Q2: 43,639 shares; 2025Q3: 22,965 shares; 2025Q4: 13,102 shares; 2026Q1: 11,843 shares; 2026Q2: 8,562 shares 8,562 $1.49M 0.05% -3,281 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 774 shares; 2025Q2: 733 shares; 2025Q3: 821 shares; 2025Q4: 1,028 shares; 2026Q1: 1,111 shares; 2026Q2: 1,264 shares 1,264 $1.49M 0.05% +153 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: 9,294 shares; 2024Q4: 10,071 shares; 2025Q1: 9,966 shares; 2025Q2: 9,898 shares; 2025Q3: 9,594 shares; 2025Q4: 9,992 shares; 2026Q1: 9,442 shares; 2026Q2: 9,460 shares 9,460 $1.48M 0.05% +18 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,517 shares; 2024Q4: 17,575 shares; 2025Q1: 17,665 shares; 2025Q2: 17,666 shares; 2025Q3: 17,357 shares; 2025Q4: 15,713 shares; 2026Q1: 16,945 shares; 2026Q2: 16,358 shares 16,358 $1.47M 0.05% -587 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: 23,578 shares; 2024Q4: 22,948 shares; 2025Q1: 30,213 shares; 2025Q2: 31,912 shares; 2025Q3: 32,571 shares; 2025Q4: 28,754 shares; 2026Q1: 26,549 shares; 2026Q2: 34,533 shares 34,533 $1.46M 0.05% +7,984 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,726 shares; 2024Q4: 16,988 shares; 2025Q1: 17,422 shares; 2025Q2: 19,623 shares; 2025Q3: 16,814 shares; 2025Q4: 17,938 shares; 2026Q1: 24,444 shares; 2026Q2: 26,900 shares 26,900 $1.46M 0.05% +2,456 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: 2,810 shares; 2024Q4: 2,723 shares; 2025Q1: 2,708 shares; 2025Q2: 2,805 shares; 2025Q3: 3,223 shares; 2025Q4: 3,177 shares; 2026Q1: 2,270 shares; 2026Q2: 2,292 shares 2,292 $1.45M 0.05% +22 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: 36,742 shares; 2024Q4: 37,089 shares; 2025Q1: 39,492 shares; 2025Q2: 36,616 shares; 2025Q3: 32,193 shares; 2025Q4: 31,933 shares; 2026Q1: 28,883 shares; 2026Q2: 29,754 shares 29,754 $1.43M 0.04% +871 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: 7,458 shares; 2024Q4: 6,731 shares; 2025Q1: 7,086 shares; 2025Q2: 7,713 shares; 2025Q3: 7,608 shares; 2025Q4: 7,828 shares; 2026Q1: 7,229 shares; 2026Q2: 7,469 shares 7,469 $1.42M 0.04% +240 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 3,792 shares; 2026Q2: 3,891 shares 3,891 $1.4M 0.04% +99 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: 3,784 shares; 2024Q4: 3,732 shares; 2025Q1: 3,725 shares; 2025Q2: 3,757 shares; 2025Q3: 3,218 shares; 2025Q4: 3,210 shares; 2026Q1: 2,977 shares; 2026Q2: 2,795 shares 2,795 $1.4M 0.04% -182 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: 11,288 shares; 2024Q4: 13,498 shares; 2025Q1: 13,999 shares; 2025Q2: 12,841 shares; 2025Q3: 12,446 shares; 2025Q4: 12,344 shares; 2026Q1: 10,714 shares; 2026Q2: 10,855 shares 10,855 $1.39M 0.04% +141 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,884 shares; 2024Q4: 4,739 shares; 2025Q1: 4,933 shares; 2025Q2: 4,887 shares; 2025Q3: 5,199 shares; 2025Q4: 4,950 shares; 2026Q1: 4,909 shares; 2026Q2: 5,037 shares 5,037 $1.37M 0.04% +128 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,333 shares; 2024Q4: 14,758 shares; 2025Q1: 26,661 shares; 2025Q2: 28,192 shares; 2025Q3: 27,772 shares; 2025Q4: 25,487 shares; 2026Q1: 25,725 shares; 2026Q2: 26,388 shares 26,388 $1.37M 0.04% +663 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: 6,101 shares; 2024Q4: 5,148 shares; 2025Q1: 4,575 shares; 2025Q2: 4,771 shares; 2025Q3: 4,883 shares; 2025Q4: 4,110 shares; 2026Q1: 3,814 shares; 2026Q2: 3,743 shares 3,743 $1.36M 0.04% -71 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,680 shares; 2024Q4: 24,344 shares; 2025Q1: 21,451 shares; 2025Q2: 18,978 shares; 2025Q3: 18,978 shares; 2025Q4: 18,850 shares; 2026Q1: 18,850 shares; 2026Q2: 32,611 shares 32,611 $1.35M 0.04% +13,761 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,363 shares; 2025Q2: not reported; 2025Q3: 2,233 shares; 2025Q4: 13,446 shares; 2026Q1: 12,902 shares; 2026Q2: 13,365 shares 13,365 $1.35M 0.04% +463 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: 71,460 shares; 2024Q4: 74,090 shares; 2025Q1: 76,412 shares; 2025Q2: 78,682 shares; 2025Q3: 82,620 shares; 2025Q4: 74,135 shares; 2026Q1: 25,767 shares; 2026Q2: 25,609 shares 25,609 $1.34M 0.04% -158 Timeline STOT 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: 53,990 shares; 2024Q4: 63,619 shares; 2025Q1: 63,725 shares; 2025Q2: 63,737 shares; 2025Q3: 61,802 shares; 2025Q4: 61,914 shares; 2026Q1: 29,588 shares; 2026Q2: 28,518 shares 28,518 $1.34M 0.04% -1,070 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: 7,830 shares 7,830 $1.34M 0.04% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,696 shares; 2026Q2: 4,403 shares 4,403 $1.33M 0.04% +707 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: not reported; 2024Q4: 3,721 shares; 2025Q1: 3,647 shares; 2025Q2: 3,824 shares; 2025Q3: 3,911 shares; 2025Q4: 4,349 shares; 2026Q1: 4,451 shares; 2026Q2: 16,096 shares 16,096 $1.33M 0.04% +11,645 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: 36,180 shares; 2026Q2: 25,976 shares 25,976 $1.32M 0.04% -10,204 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,618 shares; 2024Q4: 10,753 shares; 2025Q1: 18,461 shares; 2025Q2: 18,644 shares; 2025Q3: 18,709 shares; 2025Q4: 18,528 shares; 2026Q1: 36,575 shares; 2026Q2: 36,456 shares 36,456 $1.3M 0.04% -119 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: 9,860 shares; 2024Q4: 8,467 shares; 2025Q1: 8,318 shares; 2025Q2: 7,934 shares; 2025Q3: 7,803 shares; 2025Q4: 6,259 shares; 2026Q1: 5,678 shares; 2026Q2: 5,690 shares 5,690 $1.27M 0.04% +12 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,802 shares; 2024Q4: 13,802 shares; 2025Q1: 20,105 shares; 2025Q2: 19,875 shares; 2025Q3: 19,875 shares; 2025Q4: 19,573 shares; 2026Q1: 23,860 shares; 2026Q2: 21,319 shares 21,319 $1.26M 0.04% -2,541 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: 10,511 shares; 2024Q4: 10,798 shares; 2025Q1: 11,130 shares; 2025Q2: 10,676 shares; 2025Q3: 10,658 shares; 2025Q4: 10,460 shares; 2026Q1: 7,389 shares; 2026Q2: 8,472 shares 8,472 $1.24M 0.04% +1,083 Timeline QTAP 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: 7,072 shares; 2025Q3: 19,956 shares; 2025Q4: 23,097 shares; 2026Q1: 22,512 shares; 2026Q2: 23,902 shares 23,902 $1.22M 0.04% +1,390 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: 4,012 shares; 2024Q4: 4,046 shares; 2025Q1: 4,123 shares; 2025Q2: 3,970 shares; 2025Q3: 3,887 shares; 2025Q4: 4,339 shares; 2026Q1: 4,036 shares; 2026Q2: 4,105 shares 4,105 $1.22M 0.04% +69 Timeline FNDE 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: 22,967 shares; 2024Q4: 22,205 shares; 2025Q1: 23,774 shares; 2025Q2: 23,914 shares; 2025Q3: 24,258 shares; 2025Q4: 25,345 shares; 2026Q1: 25,677 shares; 2026Q2: 30,652 shares 30,652 $1.22M 0.04% +4,975 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,852 shares; 2025Q1: 34,447 shares; 2025Q2: 36,607 shares; 2025Q3: 36,607 shares; 2025Q4: 34,938 shares; 2026Q1: 33,842 shares; 2026Q2: 33,844 shares 33,844 $1.21M 0.04% +2 Timeline SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,512 shares; 2025Q4: 12,102 shares; 2026Q1: 19,449 shares; 2026Q2: 24,001 shares 24,001 $1.2M 0.04% +4,552 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,495 shares; 2025Q3: 16,003 shares; 2025Q4: 17,703 shares; 2026Q1: 19,657 shares; 2026Q2: 20,683 shares 20,683 $1.2M 0.04% +1,026 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,063 shares; 2026Q2: 29,781 shares 29,781 $1.2M 0.04% +2,718 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,175 shares; 2024Q4: 6,532 shares; 2025Q1: 9,135 shares; 2025Q2: 10,703 shares; 2025Q3: 11,523 shares; 2025Q4: 12,331 shares; 2026Q1: 22,382 shares; 2026Q2: 26,080 shares 26,080 $1.18M 0.04% +3,698 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: 11,448 shares; 2024Q4: 10,779 shares; 2025Q1: 10,552 shares; 2025Q2: 10,734 shares; 2025Q3: 10,934 shares; 2025Q4: 10,059 shares; 2026Q1: 9,326 shares; 2026Q2: 12,253 shares 12,253 $1.18M 0.04% +2,927 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,756 shares; 2025Q1: 10,389 shares; 2025Q2: 12,284 shares; 2025Q3: 12,314 shares; 2025Q4: 11,015 shares; 2026Q1: 8,821 shares; 2026Q2: 19,044 shares 19,044 $1.17M 0.04% +10,223 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: 14,098 shares; 2024Q4: 13,923 shares; 2025Q1: 11,827 shares; 2025Q2: 11,962 shares; 2025Q3: 9,776 shares; 2025Q4: 9,260 shares; 2026Q1: 8,915 shares; 2026Q2: 8,530 shares 8,530 $1.15M 0.04% -385 Timeline PDP 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: 7,511 shares; 2024Q4: 7,362 shares; 2025Q1: 7,289 shares; 2025Q2: 7,418 shares; 2025Q3: 7,415 shares; 2025Q4: 7,404 shares; 2026Q1: 7,340 shares; 2026Q2: 7,541 shares 7,541 $1.14M 0.04% +201 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,794 shares; 2024Q4: 12,692 shares; 2025Q1: 18,697 shares; 2025Q2: 11,521 shares; 2025Q3: 21,765 shares; 2025Q4: 21,799 shares; 2026Q1: 21,319 shares; 2026Q2: 23,980 shares 23,980 $1.14M 0.04% +2,661 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,101 shares; 2024Q4: 16,558 shares; 2025Q1: 17,353 shares; 2025Q2: 19,200 shares; 2025Q3: 19,691 shares; 2025Q4: 18,790 shares; 2026Q1: 16,875 shares; 2026Q2: 16,594 shares 16,594 $1.12M 0.03% -281 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,642 shares; 2024Q4: 14,283 shares; 2025Q1: 58,641 shares; 2025Q2: 80,351 shares; 2025Q3: 85,308 shares; 2025Q4: 90,812 shares; 2026Q1: 69,881 shares; 2026Q2: 18,271 shares 18,271 $1.12M 0.03% -51,610 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 3,501 shares; 2025Q1: 4,118 shares; 2025Q2: 4,058 shares; 2025Q3: 4,906 shares; 2025Q4: 5,295 shares; 2026Q1: 4,922 shares; 2026Q2: 9,176 shares 9,176 $1.12M 0.03% +4,254 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,079 shares; 2024Q4: 25,601 shares; 2025Q1: 25,142 shares; 2025Q2: 28,459 shares; 2025Q3: 30,509 shares; 2025Q4: 27,260 shares; 2026Q1: 27,231 shares; 2026Q2: 27,353 shares 27,353 $1.12M 0.03% +122 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,261 shares; 2024Q4: 29,261 shares; 2025Q1: 24,143 shares; 2025Q2: 25,014 shares; 2025Q3: 25,014 shares; 2025Q4: 25,014 shares; 2026Q1: 23,888 shares; 2026Q2: 29,850 shares 29,850 $1.11M 0.03% +5,962 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: 7,605 shares; 2024Q4: 8,826 shares; 2025Q1: 9,077 shares; 2025Q2: 9,357 shares; 2025Q3: 9,636 shares; 2025Q4: 9,432 shares; 2026Q1: 9,228 shares; 2026Q2: 12,629 shares 12,629 $1.11M 0.03% +3,401 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: 2,197 shares; 2024Q4: 1,638 shares; 2025Q1: 1,744 shares; 2025Q2: 1,873 shares; 2025Q3: 1,965 shares; 2025Q4: 2,169 shares; 2026Q1: 2,468 shares; 2026Q2: 2,545 shares 2,545 $1.08M 0.03% +77 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: 7,988 shares; 2024Q4: 7,901 shares; 2025Q1: 7,160 shares; 2025Q2: 7,318 shares; 2025Q3: 7,173 shares; 2025Q4: 7,071 shares; 2026Q1: 6,220 shares; 2026Q2: 5,697 shares 5,697 $1.08M 0.03% -523 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,490 shares 21,490 $1.08M 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,505 shares; 2024Q4: 12,989 shares; 2025Q1: 13,088 shares; 2025Q2: 13,671 shares; 2025Q3: 13,652 shares; 2025Q4: 12,925 shares; 2026Q1: 12,458 shares; 2026Q2: 12,391 shares 12,391 $1.08M 0.03% -67 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: 37,049 shares; 2024Q4: 38,063 shares; 2025Q1: 35,202 shares; 2025Q2: 36,092 shares; 2025Q3: 42,974 shares; 2025Q4: 41,224 shares; 2026Q1: 35,850 shares; 2026Q2: 35,190 shares 35,190 $1.07M 0.03% -660 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: 51,983 shares; 2024Q4: 46,915 shares; 2025Q1: 47,522 shares; 2025Q2: 51,069 shares; 2025Q3: 47,184 shares; 2025Q4: 56,478 shares; 2026Q1: 42,657 shares; 2026Q2: 44,319 shares 44,319 $1.07M 0.03% +1,662 Timeline NMS NUVEEN MINN QUALITY MUN INM More: the full row for NUVEEN MINN QUALITY MUN INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,766 shares; 2025Q1: 123,760 shares; 2025Q2: 104,723 shares; 2025Q3: 88,391 shares; 2025Q4: 82,796 shares; 2026Q1: 97,371 shares; 2026Q2: 87,113 shares 87,113 $1.06M 0.03% -10,258 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: 15,214 shares; 2024Q4: 14,788 shares; 2025Q1: 17,733 shares; 2025Q2: 16,649 shares; 2025Q3: 17,243 shares; 2025Q4: 16,957 shares; 2026Q1: 14,863 shares; 2026Q2: 13,669 shares 13,669 $1.05M 0.03% -1,194 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: 3,390 shares; 2024Q4: 3,379 shares; 2025Q1: 3,553 shares; 2025Q2: 3,395 shares; 2025Q3: 3,385 shares; 2025Q4: 3,066 shares; 2026Q1: 3,076 shares; 2026Q2: 3,037 shares 3,037 $1.05M 0.03% -39 Timeline SPYX 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: 16,506 shares; 2024Q4: 16,885 shares; 2025Q1: 16,881 shares; 2025Q2: 14,343 shares; 2025Q3: 15,786 shares; 2025Q4: 16,973 shares; 2026Q1: 16,999 shares; 2026Q2: 16,856 shares 16,856 $1.03M 0.03% -143 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: 7,991 shares; 2024Q4: 7,966 shares; 2025Q1: 6,851 shares; 2025Q2: 6,595 shares; 2025Q3: 6,837 shares; 2025Q4: 6,275 shares; 2026Q1: 5,529 shares; 2026Q2: 5,461 shares 5,461 $1.01M 0.03% -68 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: 2,863 shares; 2024Q4: 2,742 shares; 2025Q1: 2,822 shares; 2025Q2: 3,298 shares; 2025Q3: 3,374 shares; 2025Q4: 3,090 shares; 2026Q1: 3,442 shares; 2026Q2: 2,931 shares 2,931 $1.01M 0.03% -511 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: 4,547 shares; 2024Q4: 6,278 shares; 2025Q1: 5,970 shares; 2025Q2: 6,097 shares; 2025Q3: 7,318 shares; 2025Q4: 7,488 shares; 2026Q1: 6,084 shares; 2026Q2: 5,422 shares 5,422 $1M 0.03% -662 Timeline URA 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: 18,942 shares; 2024Q4: 25,533 shares; 2025Q1: 24,176 shares; 2025Q2: 24,176 shares; 2025Q3: 24,560 shares; 2025Q4: 23,667 shares; 2026Q1: 22,327 shares; 2026Q2: 22,796 shares 22,796 $996K 0.03% +469 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,820 shares; 2024Q4: 9,768 shares; 2025Q1: 10,657 shares; 2025Q2: 13,423 shares; 2025Q3: 14,561 shares; 2025Q4: 15,357 shares; 2026Q1: 14,876 shares; 2026Q2: 15,991 shares 15,991 $991K 0.03% +1,115 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: 13,431 shares; 2024Q4: 13,257 shares; 2025Q1: 13,276 shares; 2025Q2: 13,268 shares; 2025Q3: 12,600 shares; 2025Q4: 11,298 shares; 2026Q1: 11,681 shares; 2026Q2: 12,944 shares 12,944 $981K 0.03% +1,263 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,050 shares; 2024Q4: 17,288 shares; 2025Q1: 16,688 shares; 2025Q2: 17,548 shares; 2025Q3: 17,769 shares; 2025Q4: 17,337 shares; 2026Q1: 17,178 shares; 2026Q2: 17,300 shares 17,300 $978K 0.03% +122 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: 24,687 shares; 2024Q4: 25,158 shares; 2025Q1: 24,628 shares; 2025Q2: 27,665 shares; 2025Q3: 29,740 shares; 2025Q4: 30,588 shares; 2026Q1: 30,345 shares; 2026Q2: 36,073 shares 36,073 $976K 0.03% +5,728 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: 4,539 shares; 2024Q4: 4,731 shares; 2025Q1: 4,673 shares; 2025Q2: 5,037 shares; 2025Q3: 5,247 shares; 2025Q4: 8,191 shares; 2026Q1: 9,007 shares; 2026Q2: 9,015 shares 9,015 $969K 0.03% +8 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 2,950 shares; 2025Q1: 2,956 shares; 2025Q2: 2,666 shares; 2025Q3: 2,649 shares; 2025Q4: 2,802 shares; 2026Q1: 2,459 shares; 2026Q2: 2,459 shares 2,459 $969K 0.03% 0 Timeline FLBL 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: 8,377 shares; 2024Q4: 21,861 shares; 2025Q1: 25,884 shares; 2025Q2: 29,100 shares; 2025Q3: 32,794 shares; 2025Q4: 35,165 shares; 2026Q1: 40,537 shares; 2026Q2: 42,219 shares 42,219 $968K 0.03% +1,682 Timeline FMAY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,947 shares; 2025Q3: 17,947 shares; 2025Q4: 17,946 shares; 2026Q1: 17,206 shares; 2026Q2: 17,205 shares 17,205 $967K 0.03% -1 Timeline MUNI 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: 4,534 shares; 2024Q4: 11,656 shares; 2025Q1: 11,528 shares; 2025Q2: 11,536 shares; 2025Q3: 11,616 shares; 2025Q4: 11,649 shares; 2026Q1: 11,585 shares; 2026Q2: 18,303 shares 18,303 $963K 0.03% +6,718 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: 2,306 shares; 2024Q4: 9,149 shares; 2025Q1: 1,991 shares; 2025Q2: 1,903 shares; 2025Q3: 1,960 shares; 2025Q4: 2,459 shares; 2026Q1: 2,097 shares; 2026Q2: 10,951 shares 10,951 $963K 0.03% +8,854 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,507 shares; 2024Q4: 12,728 shares; 2025Q1: 13,589 shares; 2025Q2: 11,180 shares; 2025Q3: 10,175 shares; 2025Q4: 11,276 shares; 2026Q1: 11,654 shares; 2026Q2: 12,621 shares 12,621 $953K 0.03% +967 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: 8,630 shares; 2024Q4: 8,853 shares; 2025Q1: 12,737 shares; 2025Q2: 12,892 shares; 2025Q3: 18,586 shares; 2025Q4: 9,353 shares; 2026Q1: 9,061 shares; 2026Q2: 8,892 shares 8,892 $953K 0.03% -169 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,492 shares; 2024Q4: 23,780 shares; 2025Q1: 23,620 shares; 2025Q2: 22,015 shares; 2025Q3: 22,015 shares; 2025Q4: 19,488 shares; 2026Q1: 19,064 shares; 2026Q2: 19,104 shares 19,104 $945K 0.03% +40 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,931 shares; 2026Q1: 3,217 shares; 2026Q2: 4,919 shares 4,919 $943K 0.03% +1,702 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,726 shares; 2024Q4: 25,726 shares; 2025Q1: 25,726 shares; 2025Q2: 30,793 shares; 2025Q3: 30,576 shares; 2025Q4: 30,576 shares; 2026Q1: 28,536 shares; 2026Q2: 28,173 shares 28,173 $941K 0.03% -363 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,699 shares; 2024Q4: 10,853 shares; 2025Q1: 10,866 shares; 2025Q2: 10,880 shares; 2025Q3: 10,896 shares; 2025Q4: 10,911 shares; 2026Q1: 9,981 shares; 2026Q2: 9,996 shares 9,996 $939K 0.03% +15 Timeline BST 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: 12,688 shares; 2024Q4: 14,012 shares; 2025Q1: 14,422 shares; 2025Q2: 15,773 shares; 2025Q3: 15,792 shares; 2025Q4: 17,467 shares; 2026Q1: 17,435 shares; 2026Q2: 18,483 shares 18,483 $937K 0.03% +1,048 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: 2,431 shares; 2024Q4: 2,685 shares; 2025Q1: 2,555 shares; 2025Q2: 2,605 shares; 2025Q3: 2,443 shares; 2025Q4: 2,246 shares; 2026Q1: 1,759 shares; 2026Q2: 1,832 shares 1,832 $933K 0.03% +73 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,065 shares; 2024Q4: 42,061 shares; 2025Q1: 41,983 shares; 2025Q2: 42,517 shares; 2025Q3: 41,300 shares; 2025Q4: 41,609 shares; 2026Q1: 20,738 shares; 2026Q2: 21,096 shares 21,096 $933K 0.03% +358 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: 4,788 shares; 2024Q4: 5,152 shares; 2025Q1: 5,264 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares; 2025Q4: 5,911 shares; 2026Q1: 5,001 shares; 2026Q2: 5,107 shares 5,107 $924K 0.03% +106 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,310 shares; 2024Q4: 22,310 shares; 2025Q1: 20,882 shares; 2025Q2: 21,770 shares; 2025Q3: 21,770 shares; 2025Q4: 21,605 shares; 2026Q1: 21,305 shares; 2026Q2: 21,305 shares 21,305 $921K 0.03% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,733 shares; 2024Q4: 20,293 shares; 2025Q1: 19,990 shares; 2025Q2: 18,163 shares; 2025Q3: 20,496 shares; 2025Q4: 19,989 shares; 2026Q1: 19,989 shares; 2026Q2: 20,099 shares 20,099 $917K 0.03% +110 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: 4,707 shares; 2024Q4: 4,435 shares; 2025Q1: 4,234 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 4,236 shares; 2026Q1: 3,882 shares; 2026Q2: 3,720 shares 3,720 $916K 0.03% -162 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: 37,784 shares; 2024Q4: 33,015 shares; 2025Q1: 28,921 shares; 2025Q2: 18,581 shares; 2025Q3: 18,543 shares; 2025Q4: 18,818 shares; 2026Q1: 19,116 shares; 2026Q2: 18,206 shares 18,206 $914K 0.03% -910 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: 167 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 181 shares; 2025Q3: 192 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 5,090 shares 5,090 $907K 0.03% +4,888 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,230 shares; 2025Q1: 2,382 shares; 2025Q2: 6,691 shares; 2025Q3: 2,232 shares; 2025Q4: 4,510 shares; 2026Q1: 5,412 shares; 2026Q2: 4,601 shares 4,601 $901K 0.03% -811 Timeline FSMD 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: 5,977 shares; 2025Q3: 11,239 shares; 2025Q4: 15,364 shares; 2026Q1: 16,832 shares; 2026Q2: 17,034 shares 17,034 $900K 0.03% +202 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,821 shares; 2024Q4: 60,896 shares; 2025Q1: 59,356 shares; 2025Q2: 39,102 shares; 2025Q3: 38,770 shares; 2025Q4: 26,715 shares; 2026Q1: 25,811 shares; 2026Q2: 26,404 shares 26,404 $899K 0.03% +593 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 1,967 shares; 2025Q1: 1,802 shares; 2025Q2: 1,802 shares; 2025Q3: 1,789 shares; 2025Q4: 1,790 shares; 2026Q1: 1,774 shares; 2026Q2: 1,806 shares 1,806 $894K 0.03% +32 Timeline RSPF 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: 27,133 shares; 2024Q4: 23,033 shares; 2025Q1: 19,937 shares; 2025Q2: 19,637 shares; 2025Q3: 18,908 shares; 2025Q4: 17,815 shares; 2026Q1: 14,866 shares; 2026Q2: 11,513 shares 11,513 $893K 0.03% -3,353 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,434 shares; 2025Q1: 3,158 shares; 2025Q2: 2,577 shares; 2025Q3: 8,112 shares; 2025Q4: 2,710 shares; 2026Q1: 2,974 shares; 2026Q2: 3,140 shares 3,140 $891K 0.03% +166 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,754 shares; 2024Q4: 19,891 shares; 2025Q1: 19,313 shares; 2025Q2: 19,313 shares; 2025Q3: 19,313 shares; 2025Q4: 19,198 shares; 2026Q1: 19,062 shares; 2026Q2: 19,062 shares 19,062 $885K 0.03% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 2,694 shares; 2026Q1: 4,306 shares; 2026Q2: 5,024 shares 5,024 $876K 0.03% +718 Timeline HYEM 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: 38,139 shares; 2025Q4: 39,729 shares; 2026Q1: 40,202 shares; 2026Q2: 43,247 shares 43,247 $870K 0.03% +3,045 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: not reported; 2024Q4: 17,502 shares; 2025Q1: 33,974 shares; 2025Q2: 25,937 shares; 2025Q3: 28,869 shares; 2025Q4: 28,968 shares; 2026Q1: 15,734 shares; 2026Q2: 10,910 shares 10,910 $866K 0.03% -4,824 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 691 shares; 2025Q1: 705 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 808 shares; 2026Q1: 873 shares; 2026Q2: 878 shares 878 $859K 0.03% +5 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,232 shares; 2024Q4: 21,944 shares; 2025Q1: 21,295 shares; 2025Q2: 20,021 shares; 2025Q3: 18,856 shares; 2025Q4: 18,773 shares; 2026Q1: 18,773 shares; 2026Q2: 18,656 shares 18,656 $859K 0.03% -117 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,145 shares; 2024Q4: 11,954 shares; 2025Q1: 11,931 shares; 2025Q2: 11,336 shares; 2025Q3: 11,336 shares; 2025Q4: 13,609 shares; 2026Q1: 13,582 shares; 2026Q2: 13,582 shares 13,582 $849K 0.03% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,128 shares; 2024Q4: 15,955 shares; 2025Q1: 19,591 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares; 2025Q4: 16,137 shares; 2026Q1: 19,769 shares; 2026Q2: 19,674 shares 19,674 $847K 0.03% -95 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,012 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,008 shares; 2026Q2: 2,020 shares 2,020 $840K 0.03% +12 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: 272 shares; 2024Q4: 280 shares; 2025Q1: 302 shares; 2025Q2: 377 shares; 2025Q3: 445 shares; 2025Q4: 613 shares; 2026Q1: 547 shares; 2026Q2: 494 shares 494 $839K 0.03% -53 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,495 shares; 2024Q4: 6,491 shares; 2025Q1: 6,680 shares; 2025Q2: 6,917 shares; 2025Q3: 7,102 shares; 2025Q4: 7,499 shares; 2026Q1: 7,148 shares; 2026Q2: 7,105 shares 7,105 $835K 0.03% -43 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,859 shares; 2024Q4: 6,079 shares; 2025Q1: 6,161 shares; 2025Q2: 6,183 shares; 2025Q3: 6,192 shares; 2025Q4: 6,194 shares; 2026Q1: 5,794 shares; 2026Q2: 5,477 shares 5,477 $822K 0.03% -317 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,235 shares; 2024Q4: 8,910 shares; 2025Q1: 8,393 shares; 2025Q2: 8,368 shares; 2025Q3: 8,269 shares; 2025Q4: 8,729 shares; 2026Q1: 8,116 shares; 2026Q2: 7,488 shares 7,488 $817K 0.03% -628 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,120 shares; 2024Q4: 8,870 shares; 2025Q1: 6,425 shares; 2025Q2: 5,559 shares; 2025Q3: 5,964 shares; 2025Q4: 7,732 shares; 2026Q1: 8,332 shares; 2026Q2: 17,017 shares 17,017 $816K 0.03% +8,685 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,430 shares; 2024Q4: 53,728 shares; 2025Q1: 52,963 shares; 2025Q2: 55,069 shares; 2025Q3: 54,857 shares; 2025Q4: 55,863 shares; 2026Q1: 56,579 shares; 2026Q2: 54,625 shares 54,625 $813K 0.03% -1,954 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,404 shares; 2024Q4: 12,338 shares; 2025Q1: 15,666 shares; 2025Q2: 15,638 shares; 2025Q3: 15,638 shares; 2025Q4: 15,632 shares; 2026Q1: 13,929 shares; 2026Q2: 13,796 shares 13,796 $812K 0.03% -133 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,043 shares; 2024Q4: 7,044 shares; 2025Q1: 6,987 shares; 2025Q2: 7,689 shares; 2025Q3: 7,530 shares; 2025Q4: 7,984 shares; 2026Q1: 7,655 shares; 2026Q2: 7,520 shares 7,520 $812K 0.03% -135 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,672 shares; 2024Q4: 11,672 shares; 2025Q1: 11,672 shares; 2025Q2: 14,652 shares; 2025Q3: 14,652 shares; 2025Q4: 10,783 shares; 2026Q1: 10,783 shares; 2026Q2: 23,435 shares 23,435 $806K 0.02% +12,652 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,691 shares; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares; 2025Q4: 9,334 shares; 2026Q1: 8,828 shares; 2026Q2: 7,702 shares 7,702 $806K 0.02% -1,126 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,498 shares; 2024Q4: 9,554 shares; 2025Q1: 9,572 shares; 2025Q2: 9,333 shares; 2025Q3: 8,993 shares; 2025Q4: 8,400 shares; 2026Q1: 8,070 shares; 2026Q2: 7,879 shares 7,879 $805K 0.02% -191 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: 18,061 shares; 2024Q4: 10,964 shares; 2025Q1: 11,081 shares; 2025Q2: 11,438 shares; 2025Q3: 10,958 shares; 2025Q4: 10,241 shares; 2026Q1: 10,705 shares; 2026Q2: 7,774 shares 7,774 $804K 0.02% -2,931 Timeline RFV 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: 7,784 shares; 2024Q4: 8,358 shares; 2025Q1: 8,509 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,516 shares 5,516 $788K 0.02% new Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 10,324 shares; 2025Q1: 10,199 shares; 2025Q2: 8,738 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares; 2026Q1: 10,531 shares; 2026Q2: 10,142 shares 10,142 $785K 0.02% -389 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,126 shares; 2024Q4: 3,870 shares; 2025Q1: 3,837 shares; 2025Q2: 3,773 shares; 2025Q3: 3,777 shares; 2025Q4: 3,530 shares; 2026Q1: 3,448 shares; 2026Q2: 3,451 shares 3,451 $779K 0.02% +3 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,242 shares; 2024Q4: 6,787 shares; 2025Q1: 6,848 shares; 2025Q2: 7,426 shares; 2025Q3: 8,742 shares; 2025Q4: 8,363 shares; 2026Q1: 7,339 shares; 2026Q2: 6,507 shares 6,507 $774K 0.02% -832 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,550 shares; 2024Q4: 41,867 shares; 2025Q1: 45,099 shares; 2025Q2: 55,205 shares; 2025Q3: 61,220 shares; 2025Q4: 68,967 shares; 2026Q1: 69,299 shares; 2026Q2: 70,645 shares 70,645 $771K 0.02% +1,346 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,407 shares; 2024Q4: 2,412 shares; 2025Q1: 2,368 shares; 2025Q2: 3,377 shares; 2025Q3: 3,386 shares; 2025Q4: 3,396 shares; 2026Q1: 2,806 shares; 2026Q2: 2,834 shares 2,834 $767K 0.02% +28 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: 8,177 shares; 2024Q4: 30,246 shares; 2025Q1: 8,960 shares; 2025Q2: 7,778 shares; 2025Q3: 7,604 shares; 2025Q4: 7,169 shares; 2026Q1: 7,460 shares; 2026Q2: 6,833 shares 6,833 $766K 0.02% -627 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,903 shares; 2026Q2: 4,616 shares 4,616 $763K 0.02% +1,713 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,824 shares 15,824 $747K 0.02% new Timeline DFAT 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: 9,654 shares; 2024Q4: 12,025 shares; 2025Q1: 12,413 shares; 2025Q2: 12,218 shares; 2025Q3: 12,775 shares; 2025Q4: 10,397 shares; 2026Q1: 10,533 shares; 2026Q2: 10,623 shares 10,623 $743K 0.02% +90 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: 24,091 shares; 2024Q4: 26,791 shares; 2025Q1: 28,186 shares; 2025Q2: 21,592 shares; 2025Q3: 16,605 shares; 2025Q4: 16,496 shares; 2026Q1: 15,357 shares; 2026Q2: 14,800 shares 14,800 $740K 0.02% -557 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,046 shares; 2024Q4: 5,320 shares; 2025Q1: 5,250 shares; 2025Q2: 5,927 shares; 2025Q3: 5,914 shares; 2025Q4: 5,965 shares; 2026Q1: 6,034 shares; 2026Q2: 6,287 shares 6,287 $734K 0.02% +253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,625 shares; 2026Q1: 11,936 shares; 2026Q2: 12,174 shares 12,174 $734K 0.02% +238 Timeline SCHH 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: 37,056 shares; 2024Q4: 35,747 shares; 2025Q1: 34,861 shares; 2025Q2: 33,164 shares; 2025Q3: 32,236 shares; 2025Q4: 30,933 shares; 2026Q1: 29,169 shares; 2026Q2: 30,910 shares 30,910 $732K 0.02% +1,741 Timeline FNDA 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: 11,355 shares; 2024Q4: 22,155 shares; 2025Q1: 22,936 shares; 2025Q2: 26,847 shares; 2025Q3: 26,493 shares; 2025Q4: 25,468 shares; 2026Q1: 19,105 shares; 2026Q2: 19,209 shares 19,209 $731K 0.02% +104 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 3,022 shares; 2025Q1: 4,139 shares; 2025Q2: 4,143 shares; 2025Q3: 5,727 shares; 2025Q4: 5,691 shares; 2026Q1: 5,182 shares; 2026Q2: 5,496 shares 5,496 $727K 0.02% +314 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: 14,603 shares; 2024Q4: 14,793 shares; 2025Q1: 15,799 shares; 2025Q2: 18,884 shares; 2025Q3: 22,363 shares; 2025Q4: 22,142 shares; 2026Q1: 21,572 shares; 2026Q2: 23,960 shares 23,960 $720K 0.02% +2,388 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: 95,997 shares; 2024Q4: 78,586 shares; 2025Q1: 74,377 shares; 2025Q2: 63,901 shares; 2025Q3: 59,885 shares; 2025Q4: 59,092 shares; 2026Q1: 55,697 shares; 2026Q2: 51,411 shares 51,411 $715K 0.02% -4,286 Timeline AEYE AUDIOEYE INC More: the full row for AUDIOEYE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,247 shares; 2025Q3: 73,530 shares; 2025Q4: 73,530 shares; 2026Q1: 90,380 shares; 2026Q2: 122,650 shares 122,650 $713K 0.02% +32,270 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: 1,271 shares; 2025Q4: 1,275 shares; 2026Q1: not reported; 2026Q2: 1,473 shares 1,473 $711K 0.02% new Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,618 shares; 2024Q4: 10,160 shares; 2025Q1: 11,276 shares; 2025Q2: 13,141 shares; 2025Q3: 13,757 shares; 2025Q4: 13,957 shares; 2026Q1: 13,424 shares; 2026Q2: 13,724 shares 13,724 $707K 0.02% +300 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,457 shares; 2026Q2: 7,067 shares 7,067 $704K 0.02% +610 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: 8,445 shares; 2024Q4: 8,667 shares; 2025Q1: 8,566 shares; 2025Q2: 8,546 shares; 2025Q3: 8,642 shares; 2025Q4: 8,238 shares; 2026Q1: 6,671 shares; 2026Q2: 12,524 shares 12,524 $703K 0.02% +5,853 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,506 shares; 2024Q4: 11,980 shares; 2025Q1: 9,813 shares; 2025Q2: 9,418 shares; 2025Q3: 10,182 shares; 2025Q4: 9,910 shares; 2026Q1: 8,791 shares; 2026Q2: 9,090 shares 9,090 $701K 0.02% +299 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: 3,724 shares; 2024Q4: 3,012 shares; 2025Q1: 2,733 shares; 2025Q2: 3,841 shares; 2025Q3: 5,567 shares; 2025Q4: 5,928 shares; 2026Q1: 5,900 shares; 2026Q2: 5,965 shares 5,965 $698K 0.02% +65 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,877 shares; 2026Q2: 18,221 shares 18,221 $695K 0.02% +8,344 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,337 shares; 2024Q4: 31,341 shares; 2025Q1: 24,121 shares; 2025Q2: 21,023 shares; 2025Q3: 30,556 shares; 2025Q4: 16,828 shares; 2026Q1: 25,773 shares; 2026Q2: 9,982 shares 9,982 $694K 0.02% -15,791 Timeline PFRL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,949 shares 13,949 $693K 0.02% new 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: 5,405 shares; 2024Q4: 5,409 shares; 2025Q1: 5,407 shares; 2025Q2: 5,366 shares; 2025Q3: 5,359 shares; 2025Q4: 5,368 shares; 2026Q1: 4,962 shares; 2026Q2: 25,198 shares 25,198 $691K 0.02% +20,236 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: 2,043 shares; 2024Q4: 2,044 shares; 2025Q1: 2,046 shares; 2025Q2: 2,149 shares; 2025Q3: 2,312 shares; 2025Q4: 2,313 shares; 2026Q1: 2,314 shares; 2026Q2: 2,189 shares 2,189 $688K 0.02% -125 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: 20,835 shares; 2024Q4: 22,482 shares; 2025Q1: 24,296 shares; 2025Q2: 11,970 shares; 2025Q3: 13,206 shares; 2025Q4: 13,125 shares; 2026Q1: 11,577 shares; 2026Q2: 12,583 shares 12,583 $688K 0.02% +1,006 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: 8,377 shares; 2024Q4: 4,565 shares; 2025Q1: 5,927 shares; 2025Q2: 5,228 shares; 2025Q3: 6,136 shares; 2025Q4: 4,091 shares; 2026Q1: 3,366 shares; 2026Q2: 2,303 shares 2,303 $686K 0.02% -1,063 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 938 shares; 2025Q4: 1,585 shares; 2026Q1: 2,310 shares; 2026Q2: 2,789 shares 2,789 $684K 0.02% +479 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 708 shares 708 $684K 0.02% -392 Timeline LCTU 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: 4,822 shares; 2024Q4: 4,853 shares; 2025Q1: 4,861 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,833 shares; 2026Q1: 5,177 shares; 2026Q2: 8,369 shares 8,369 $671K 0.02% +3,192 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,804 shares; 2024Q4: 7,043 shares; 2025Q1: 6,519 shares; 2025Q2: 5,847 shares; 2025Q3: 5,720 shares; 2025Q4: 5,676 shares; 2026Q1: 5,837 shares; 2026Q2: 5,432 shares 5,432 $663K 0.02% -405 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,891 shares; 2024Q4: 13,711 shares; 2025Q1: 13,711 shares; 2025Q2: 13,711 shares; 2025Q3: 13,526 shares; 2025Q4: 13,526 shares; 2026Q1: 13,526 shares; 2026Q2: 13,526 shares 13,526 $658K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,264 shares; 2024Q4: 3,184 shares; 2025Q1: 2,661 shares; 2025Q2: 2,603 shares; 2025Q3: 2,686 shares; 2025Q4: 6,259 shares; 2026Q1: 6,563 shares; 2026Q2: 5,892 shares 5,892 $654K 0.02% -671 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: 4,814 shares; 2024Q4: 4,815 shares; 2025Q1: 5,207 shares; 2025Q2: 6,905 shares; 2025Q3: 6,805 shares; 2025Q4: 7,472 shares; 2026Q1: 7,350 shares; 2026Q2: 7,256 shares 7,256 $652K 0.02% -94 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: 4,861 shares; 2024Q4: 4,574 shares; 2025Q1: 4,417 shares; 2025Q2: 4,386 shares; 2025Q3: 4,387 shares; 2025Q4: 4,422 shares; 2026Q1: 3,875 shares; 2026Q2: 3,854 shares 3,854 $652K 0.02% -21 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: 4,547 shares; 2024Q4: 4,842 shares; 2025Q1: 4,845 shares; 2025Q2: 5,093 shares; 2025Q3: 5,013 shares; 2025Q4: 5,003 shares; 2026Q1: 4,427 shares; 2026Q2: 4,725 shares 4,725 $646K 0.02% +298 Timeline JPMB 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: 16,118 shares; 2024Q4: 16,661 shares; 2025Q1: 17,861 shares; 2025Q2: 13,861 shares; 2025Q3: 18,875 shares; 2025Q4: 18,644 shares; 2026Q1: 16,612 shares; 2026Q2: 16,031 shares 16,031 $646K 0.02% -581 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,477 shares; 2024Q4: 63,970 shares; 2025Q1: 55,292 shares; 2025Q2: 51,730 shares; 2025Q3: 46,376 shares; 2025Q4: 43,328 shares; 2026Q1: 40,981 shares; 2026Q2: 38,476 shares 38,476 $642K 0.02% -2,505 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 512 shares; 2024Q4: 504 shares; 2025Q1: 519 shares; 2025Q2: 8,065 shares; 2025Q3: 7,379 shares; 2025Q4: 7,267 shares; 2026Q1: 7,267 shares; 2026Q2: 6,970 shares 6,970 $642K 0.02% -297 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,189 shares; 2025Q1: 2,082 shares; 2025Q2: 2,224 shares; 2025Q3: 2,217 shares; 2025Q4: 1,954 shares; 2026Q1: 1,944 shares; 2026Q2: 2,036 shares 2,036 $640K 0.02% +92 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,508 shares; 2024Q4: 15,837 shares; 2025Q1: 15,685 shares; 2025Q2: 15,569 shares; 2025Q3: 15,557 shares; 2025Q4: 15,851 shares; 2026Q1: 14,762 shares; 2026Q2: 14,491 shares 14,491 $638K 0.02% -271 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,368 shares; 2024Q4: 15,393 shares; 2025Q1: 17,233 shares; 2025Q2: 18,019 shares; 2025Q3: 16,150 shares; 2025Q4: 14,622 shares; 2026Q1: 12,771 shares; 2026Q2: 9,877 shares 9,877 $635K 0.02% -2,894 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,447 shares; 2024Q4: 18,825 shares; 2025Q1: 19,329 shares; 2025Q2: 19,432 shares; 2025Q3: 19,701 shares; 2025Q4: 19,644 shares; 2026Q1: 18,142 shares; 2026Q2: 17,335 shares 17,335 $632K 0.02% -807 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: 6,082 shares; 2024Q4: 10,621 shares; 2025Q1: 11,226 shares; 2025Q2: 7,500 shares; 2025Q3: 7,324 shares; 2025Q4: 7,087 shares; 2026Q1: 4,247 shares; 2026Q2: 4,502 shares 4,502 $630K 0.02% +255 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,280 shares; 2024Q4: 10,449 shares; 2025Q1: 10,265 shares; 2025Q2: 10,882 shares; 2025Q3: 12,865 shares; 2025Q4: 13,119 shares; 2026Q1: 14,170 shares; 2026Q2: 15,321 shares 15,321 $624K 0.02% +1,151 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: 5,313 shares; 2024Q4: 5,570 shares; 2025Q1: 4,803 shares; 2025Q2: 5,226 shares; 2025Q3: 4,817 shares; 2025Q4: 5,158 shares; 2026Q1: 5,074 shares; 2026Q2: 5,283 shares 5,283 $622K 0.02% +209 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,142 shares; 2024Q4: 18,167 shares; 2025Q1: 18,286 shares; 2025Q2: 16,991 shares; 2025Q3: 20,250 shares; 2025Q4: 20,504 shares; 2026Q1: 21,968 shares; 2026Q2: 26,749 shares 26,749 $619K 0.02% +4,781 Timeline IWC 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: 3,949 shares; 2025Q2: not reported; 2025Q3: 7,370 shares; 2025Q4: 3,531 shares; 2026Q1: 3,031 shares; 2026Q2: 3,075 shares 3,075 $615K 0.02% +44 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,805 shares; 2024Q4: 13,592 shares; 2025Q1: 13,529 shares; 2025Q2: 13,367 shares; 2025Q3: 14,576 shares; 2025Q4: 14,511 shares; 2026Q1: 12,558 shares; 2026Q2: 12,558 shares 12,558 $613K 0.02% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,684 shares; 2024Q4: 11,719 shares; 2025Q1: 11,368 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 13,175 shares; 2026Q1: 12,877 shares; 2026Q2: 10,796 shares 10,796 $607K 0.02% -2,081 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 4,584 shares; 2025Q3: 5,169 shares; 2025Q4: 5,201 shares; 2026Q1: 5,503 shares; 2026Q2: 5,613 shares 5,613 $605K 0.02% +110 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,171 shares 2,171 $600K 0.02% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,974 shares; 2024Q4: 8,952 shares; 2025Q1: 9,149 shares; 2025Q2: 9,848 shares; 2025Q3: 9,875 shares; 2025Q4: 9,262 shares; 2026Q1: 9,348 shares; 2026Q2: 9,274 shares 9,274 $594K 0.02% -74 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,912 shares; 2025Q1: 11,879 shares; 2025Q2: 13,535 shares; 2025Q3: 13,535 shares; 2025Q4: 15,579 shares; 2026Q1: 14,416 shares; 2026Q2: 14,462 shares 14,462 $592K 0.02% +46 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: 2,067 shares; 2024Q4: 4,134 shares; 2025Q1: 4,352 shares; 2025Q2: 4,615 shares; 2025Q3: 4,644 shares; 2025Q4: 4,908 shares; 2026Q1: 5,083 shares; 2026Q2: 5,128 shares 5,128 $589K 0.02% +45 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: 1,273 shares; 2024Q4: 1,491 shares; 2025Q1: 1,349 shares; 2025Q2: 1,471 shares; 2025Q3: 1,485 shares; 2025Q4: 1,425 shares; 2026Q1: 1,381 shares; 2026Q2: 1,473 shares 1,473 $586K 0.02% +92 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,089 shares; 2025Q1: 13,924 shares; 2025Q2: 14,009 shares; 2025Q3: 13,596 shares; 2025Q4: 15,888 shares; 2026Q1: 16,498 shares; 2026Q2: 16,313 shares 16,313 $581K 0.02% -185 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: 25,098 shares; 2024Q4: 26,438 shares; 2025Q1: 36,321 shares; 2025Q2: 26,827 shares; 2025Q3: 25,512 shares; 2025Q4: 25,966 shares; 2026Q1: 21,132 shares; 2026Q2: 30,048 shares 30,048 $575K 0.02% +8,916 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: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,493 shares; 2025Q2: 17,368 shares; 2025Q3: 14,927 shares; 2025Q4: 13,066 shares; 2026Q1: 13,389 shares; 2026Q2: 11,644 shares 11,644 $571K 0.02% -1,745 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: 1,600 shares; 2024Q4: 1,602 shares; 2025Q1: 1,981 shares; 2025Q2: 2,143 shares; 2025Q3: 2,146 shares; 2025Q4: 2,171 shares; 2026Q1: 2,283 shares; 2026Q2: 2,058 shares 2,058 $567K 0.02% -225 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,910 shares; 2026Q1: 1,082 shares; 2026Q2: 1,082 shares 1,082 $566K 0.02% 0 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT 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: 15,655 shares; 2025Q4: 19,455 shares; 2026Q1: 21,176 shares; 2026Q2: 25,218 shares 25,218 $563K 0.02% +4,042 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: 4,751 shares; 2024Q4: 4,731 shares; 2025Q1: 4,628 shares; 2025Q2: 4,476 shares; 2025Q3: 4,381 shares; 2025Q4: 4,368 shares; 2026Q1: 4,195 shares; 2026Q2: 4,084 shares 4,084 $562K 0.02% -111 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: 3,161 shares; 2024Q4: 2,740 shares; 2025Q1: 2,351 shares; 2025Q2: 2,286 shares; 2025Q3: 2,159 shares; 2025Q4: 1,977 shares; 2026Q1: 1,811 shares; 2026Q2: 2,723 shares 2,723 $558K 0.02% +912 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 56,836 shares; 2026Q2: 67,667 shares 67,667 $558K 0.02% +10,831 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: 1,763 shares; 2024Q4: 1,774 shares; 2025Q1: 1,822 shares; 2025Q2: 1,910 shares; 2025Q3: 1,860 shares; 2025Q4: 1,409 shares; 2026Q1: 1,406 shares; 2026Q2: 1,395 shares 1,395 $554K 0.02% -11 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,219 shares; 2026Q1: 1,284 shares; 2026Q2: 1,275 shares 1,275 $553K 0.02% -9 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,755 shares; 2024Q4: 13,041 shares; 2025Q1: 12,694 shares; 2025Q2: 13,006 shares; 2025Q3: 13,355 shares; 2025Q4: 13,092 shares; 2026Q1: 13,142 shares; 2026Q2: 13,436 shares 13,436 $547K 0.02% +294 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: 3,145 shares; 2024Q4: 3,209 shares; 2025Q1: 3,337 shares; 2025Q2: 4,411 shares; 2025Q3: 3,024 shares; 2025Q4: 3,071 shares; 2026Q1: 2,470 shares; 2026Q2: 2,613 shares 2,613 $546K 0.02% +143 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: 253 shares; 2024Q4: 644 shares; 2025Q1: 679 shares; 2025Q2: 750 shares; 2025Q3: 301 shares; 2025Q4: 292 shares; 2026Q1: 262 shares; 2026Q2: 273 shares 273 $543K 0.02% +11 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: 17,785 shares; 2024Q4: 17,709 shares; 2025Q1: 17,789 shares; 2025Q2: 17,279 shares; 2025Q3: 15,592 shares; 2025Q4: 15,082 shares; 2026Q1: 13,341 shares; 2026Q2: 12,305 shares 12,305 $542K 0.02% -1,036 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,196 shares; 2025Q1: 3,244 shares; 2025Q2: 3,245 shares; 2025Q3: 3,246 shares; 2025Q4: 2,967 shares; 2026Q1: 2,418 shares; 2026Q2: 2,425 shares 2,425 $536K 0.02% +7 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 5,063 shares; 2025Q1: 4,321 shares; 2025Q2: 4,314 shares; 2025Q3: 4,199 shares; 2025Q4: 3,919 shares; 2026Q1: 3,525 shares; 2026Q2: 2,743 shares 2,743 $533K 0.02% -782 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 24,469 shares; 2026Q2: 16,599 shares 16,599 $531K 0.02% -7,870 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,291 shares; 2024Q4: 25,986 shares; 2025Q1: 8,822 shares; 2025Q2: 9,889 shares; 2025Q3: 7,976 shares; 2025Q4: 5,921 shares; 2026Q1: 6,909 shares; 2026Q2: 6,094 shares 6,094 $527K 0.02% -815 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: not reported; 2024Q4: not reported; 2025Q1: 16,076 shares; 2025Q2: 16,545 shares; 2025Q3: 16,111 shares; 2025Q4: 16,287 shares; 2026Q1: 16,098 shares; 2026Q2: 15,646 shares 15,646 $524K 0.02% -452 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: 3,853 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,964 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,076 shares; 2026Q2: 3,398 shares 3,398 $522K 0.02% +322 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: not reported; 2026Q1: 2,196 shares; 2026Q2: 2,041 shares 2,041 $519K 0.02% -155 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 2,116 shares; 2025Q1: 2,099 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,127 shares; 2026Q1: 2,127 shares; 2026Q2: 2,127 shares 2,127 $515K 0.02% 0 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,136 shares; 2024Q4: 14,466 shares; 2025Q1: 15,269 shares; 2025Q2: 15,269 shares; 2025Q3: 15,287 shares; 2025Q4: 14,375 shares; 2026Q1: 13,315 shares; 2026Q2: 13,267 shares 13,267 $513K 0.02% -48 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,284 shares; 2025Q1: 3,180 shares; 2025Q2: 3,216 shares; 2025Q3: 3,271 shares; 2025Q4: 3,268 shares; 2026Q1: 3,968 shares; 2026Q2: 3,001 shares 3,001 $510K 0.02% -967 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,649 shares; 2024Q4: 27,649 shares; 2025Q1: 27,649 shares; 2025Q2: 26,548 shares; 2025Q3: 14,910 shares; 2025Q4: 11,597 shares; 2026Q1: 10,548 shares; 2026Q2: 8,325 shares 8,325 $508K 0.02% -2,223 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,154 shares; 2024Q4: 5,558 shares; 2025Q1: 5,751 shares; 2025Q2: 7,951 shares; 2025Q3: 7,232 shares; 2025Q4: 8,194 shares; 2026Q1: 8,594 shares; 2026Q2: 8,994 shares 8,994 $507K 0.02% +400 Timeline FXO 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: 5,672 shares; 2024Q4: 5,475 shares; 2025Q1: 8,870 shares; 2025Q2: 7,594 shares; 2025Q3: 7,602 shares; 2025Q4: 7,609 shares; 2026Q1: 8,294 shares; 2026Q2: 8,082 shares 8,082 $505K 0.02% -212 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: not reported; 2026Q1: not reported; 2026Q2: 789 shares 789 $504K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,779 shares; 2025Q3: 5,165 shares; 2025Q4: 4,436 shares; 2026Q1: not reported; 2026Q2: 10,026 shares 10,026 $499K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,308 shares; 2024Q4: 7,209 shares; 2025Q1: 8,929 shares; 2025Q2: 11,841 shares; 2025Q3: 14,193 shares; 2025Q4: 13,332 shares; 2026Q1: 11,877 shares; 2026Q2: 9,730 shares 9,730 $497K 0.02% -2,147 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,047 shares; 2024Q4: 7,995 shares; 2025Q1: 7,736 shares; 2025Q2: 7,934 shares; 2025Q3: 7,779 shares; 2025Q4: 7,780 shares; 2026Q1: 6,744 shares; 2026Q2: 6,865 shares 6,865 $491K 0.02% +121 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,187 shares; 2025Q4: 10,728 shares; 2026Q1: 10,728 shares; 2026Q2: 11,156 shares 11,156 $487K 0.02% +428 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,225 shares; 2024Q4: 8,035 shares; 2025Q1: 8,026 shares; 2025Q2: 8,097 shares; 2025Q3: 8,075 shares; 2025Q4: 7,802 shares; 2026Q1: 7,077 shares; 2026Q2: 6,025 shares 6,025 $482K 0.01% -1,052 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: 2,072 shares; 2024Q4: 2,076 shares; 2025Q1: 1,872 shares; 2025Q2: 2,058 shares; 2025Q3: 2,136 shares; 2025Q4: 2,020 shares; 2026Q1: 1,843 shares; 2026Q2: 1,850 shares 1,850 $482K 0.01% +7 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: 7,788 shares; 2024Q4: 6,149 shares; 2025Q1: 5,817 shares; 2025Q2: 3,299 shares; 2025Q3: 5,450 shares; 2025Q4: 5,622 shares; 2026Q1: 4,794 shares; 2026Q2: 4,699 shares 4,699 $474K 0.01% -95 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,429 shares; 2024Q4: 4,359 shares; 2025Q1: 4,271 shares; 2025Q2: 4,163 shares; 2025Q3: 3,654 shares; 2025Q4: 3,178 shares; 2026Q1: 2,154 shares; 2026Q2: 1,789 shares 1,789 $474K 0.01% -365 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 3,939 shares; 2026Q1: 3,496 shares; 2026Q2: 3,462 shares 3,462 $473K 0.01% -34 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: 844 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 430 shares; 2026Q2: 414 shares 414 $469K 0.01% -16 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: 5,138 shares; 2024Q4: 5,138 shares; 2025Q1: not reported; 2025Q2: 4,214 shares; 2025Q3: 4,361 shares; 2025Q4: 4,430 shares; 2026Q1: 4,130 shares; 2026Q2: 4,480 shares 4,480 $466K 0.01% +350 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,735 shares; 2024Q4: 8,701 shares; 2025Q1: 8,551 shares; 2025Q2: 9,140 shares; 2025Q3: 9,140 shares; 2025Q4: 9,140 shares; 2026Q1: 8,202 shares; 2026Q2: 7,845 shares 7,845 $464K 0.01% -357 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: 11,673 shares; 2024Q4: 11,715 shares; 2025Q1: 9,056 shares; 2025Q2: 7,972 shares; 2025Q3: 7,865 shares; 2025Q4: 7,893 shares; 2026Q1: 7,921 shares; 2026Q2: 7,951 shares 7,951 $464K 0.01% +30 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 2,914 shares; 2025Q1: 3,283 shares; 2025Q2: 3,337 shares; 2025Q3: 3,283 shares; 2025Q4: 2,951 shares; 2026Q1: 2,952 shares; 2026Q2: 2,952 shares 2,952 $463K 0.01% 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: 3,733 shares; 2024Q4: 5,306 shares; 2025Q1: 3,904 shares; 2025Q2: 3,158 shares; 2025Q3: 3,312 shares; 2025Q4: 3,512 shares; 2026Q1: 3,237 shares; 2026Q2: 3,237 shares 3,237 $463K 0.01% 0 Timeline FLQS 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: 8,933 shares; 2026Q2: 9,423 shares 9,423 $461K 0.01% +490 Timeline VPL 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: 4,978 shares; 2024Q4: 4,529 shares; 2025Q1: 4,544 shares; 2025Q2: 4,209 shares; 2025Q3: 4,248 shares; 2025Q4: 4,303 shares; 2026Q1: 4,177 shares; 2026Q2: 3,975 shares 3,975 $460K 0.01% -202 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,198 shares; 2024Q4: 19,152 shares; 2025Q1: 16,076 shares; 2025Q2: 14,742 shares; 2025Q3: 14,680 shares; 2025Q4: 13,646 shares; 2026Q1: 12,319 shares; 2026Q2: 10,891 shares 10,891 $460K 0.01% -1,428 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: 13,330 shares; 2024Q4: 12,519 shares; 2025Q1: 12,344 shares; 2025Q2: 12,522 shares; 2025Q3: 12,459 shares; 2025Q4: 12,348 shares; 2026Q1: 12,071 shares; 2026Q2: 10,023 shares 10,023 $458K 0.01% -2,048 Timeline