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: 627,032 shares; 2024Q4: 727,245 shares; 2025Q1: 686,054 shares; 2025Q2: 723,607 shares; 2025Q3: 871,941 shares; 2025Q4: 969,914 shares; 2026Q1: 1,050,219 shares; 2026Q2: 1,064,857 shares 1,064,857 $127M 6.49% +14,638 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: 645,597 shares; 2024Q4: 934,958 shares; 2025Q1: 896,902 shares; 2025Q2: 985,939 shares; 2025Q3: 1,305,042 shares; 2025Q4: 1,380,276 shares; 2026Q1: 1,450,889 shares; 2026Q2: 1,525,773 shares 1,525,773 $92.8M 4.75% +74,884 Timeline DFAE 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: 722,029 shares; 2024Q4: 694,055 shares; 2025Q1: 676,361 shares; 2025Q2: 699,313 shares; 2025Q3: 754,424 shares; 2025Q4: 1,346,667 shares; 2026Q1: 1,396,774 shares; 2026Q2: 1,375,931 shares 1,375,931 $55.3M 2.83% -20,843 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: 80,157 shares; 2024Q4: 80,238 shares; 2025Q1: 81,219 shares; 2025Q2: 103,305 shares; 2025Q3: 124,176 shares; 2025Q4: 139,311 shares; 2026Q1: 143,176 shares; 2026Q2: 683,602 shares 683,602 $55.1M 2.82% +540,426 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: 10,338 shares; 2024Q4: 6,253 shares; 2025Q1: 10,378 shares; 2025Q2: 34,099 shares; 2025Q3: 135,445 shares; 2025Q4: 139,256 shares; 2026Q1: 226,499 shares; 2026Q2: 232,260 shares 232,260 $55M 2.82% +5,761 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: 491,190 shares; 2024Q4: 510,782 shares; 2025Q1: 499,675 shares; 2025Q2: 495,016 shares; 2025Q3: 533,390 shares; 2025Q4: 657,516 shares; 2026Q1: 664,634 shares; 2026Q2: 687,039 shares 687,039 $49M 2.51% +22,405 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: 65,223 shares; 2024Q4: 67,132 shares; 2025Q1: 84,886 shares; 2025Q2: 86,093 shares; 2025Q3: 91,123 shares; 2025Q4: 224,694 shares; 2026Q1: 229,408 shares; 2026Q2: 235,900 shares 235,900 $44.9M 2.3% +6,492 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: 260,405 shares; 2024Q4: 277,541 shares; 2025Q1: 217,594 shares; 2025Q2: 237,618 shares; 2025Q3: 258,593 shares; 2025Q4: 261,899 shares; 2026Q1: 295,641 shares; 2026Q2: 300,394 shares 300,394 $44.6M 2.28% +4,753 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,742 shares; 2024Q4: 182,012 shares; 2025Q1: 193,675 shares; 2025Q2: 193,267 shares; 2025Q3: 186,142 shares; 2025Q4: 190,637 shares; 2026Q1: 176,415 shares; 2026Q2: 194,114 shares 194,114 $38.8M 1.99% +17,699 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: 453,186 shares; 2024Q4: 440,097 shares; 2025Q1: 460,679 shares; 2025Q2: 414,712 shares; 2025Q3: 527,100 shares; 2025Q4: 583,854 shares; 2026Q1: 644,365 shares; 2026Q2: 733,356 shares 733,356 $33.4M 1.71% +88,991 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: 302,388 shares; 2024Q4: 272,423 shares; 2025Q1: 272,480 shares; 2025Q2: 267,599 shares; 2025Q3: 227,513 shares; 2025Q4: 276,577 shares; 2026Q1: 289,486 shares; 2026Q2: 302,046 shares 302,046 $29.9M 1.53% +12,560 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,325 shares; 2024Q4: 278,720 shares; 2025Q1: 295,903 shares; 2025Q2: 295,250 shares; 2025Q3: 403,792 shares; 2025Q4: 450,455 shares; 2026Q1: 505,209 shares; 2026Q2: 589,566 shares 589,566 $27.7M 1.42% +84,357 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: 35,992 shares; 2024Q4: 30,890 shares; 2025Q1: 30,963 shares; 2025Q2: 29,992 shares; 2025Q3: 33,802 shares; 2025Q4: 35,606 shares; 2026Q1: 35,004 shares; 2026Q2: 35,278 shares 35,278 $26M 1.33% +274 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: 76,276 shares; 2024Q4: 76,564 shares; 2025Q1: 94,359 shares; 2025Q2: 95,168 shares; 2025Q3: 89,635 shares; 2025Q4: 105,878 shares; 2026Q1: 88,135 shares; 2026Q2: 89,227 shares 89,227 $25.8M 1.32% +1,092 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,213 shares; 2024Q4: 169,751 shares; 2025Q1: 291,216 shares; 2025Q2: 304,963 shares; 2025Q3: 292,593 shares; 2025Q4: 299,716 shares; 2026Q1: 313,226 shares; 2026Q2: 284,074 shares 284,074 $25.3M 1.3% -29,152 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,188 shares; 2024Q4: 95,931 shares; 2025Q1: 97,475 shares; 2025Q2: 97,455 shares; 2025Q3: 108,508 shares; 2025Q4: 110,421 shares; 2026Q1: 119,557 shares; 2026Q2: 122,713 shares 122,713 $23.1M 1.18% +3,156 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: 27,725 shares; 2024Q4: 29,785 shares; 2025Q1: 25,374 shares; 2025Q2: 26,931 shares; 2025Q3: 40,191 shares; 2025Q4: 42,949 shares; 2026Q1: 27,482 shares; 2026Q2: 263,753 shares 263,753 $22.7M 1.16% +236,271 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,880 shares; 2025Q1: 104,852 shares; 2025Q2: 143,895 shares; 2025Q3: 506,140 shares; 2025Q4: 706,014 shares; 2026Q1: 657,410 shares; 2026Q2: 713,179 shares 713,179 $18.9M 0.97% +55,769 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: 33,243 shares; 2024Q4: 29,687 shares; 2025Q1: 42,354 shares; 2025Q2: 27,241 shares; 2025Q3: 60,321 shares; 2025Q4: 66,971 shares; 2026Q1: 67,084 shares; 2026Q2: 97,416 shares 97,416 $18M 0.92% +30,332 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: 121,053 shares; 2024Q4: 127,098 shares; 2025Q1: 211,905 shares; 2025Q2: 233,197 shares; 2025Q3: 246,365 shares; 2025Q4: 299,670 shares; 2026Q1: 353,320 shares; 2026Q2: 358,394 shares 358,394 $16.9M 0.87% +5,074 Timeline IVVM 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: 438,365 shares; 2026Q2: 437,284 shares 437,284 $16.2M 0.83% -1,081 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: 110,173 shares; 2024Q4: 125,232 shares; 2025Q1: 170,478 shares; 2025Q2: 209,408 shares; 2025Q3: 221,492 shares; 2025Q4: 264,834 shares; 2026Q1: 318,624 shares; 2026Q2: 325,357 shares 325,357 $16M 0.82% +6,733 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: 9,256 shares; 2024Q4: 82,729 shares; 2025Q1: 166,061 shares; 2025Q2: 150,237 shares; 2025Q3: 205,100 shares; 2025Q4: 178,981 shares; 2026Q1: 178,641 shares; 2026Q2: 189,162 shares 189,162 $15.7M 0.8% +10,521 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: 116,008 shares; 2024Q4: 114,864 shares; 2025Q1: 222,555 shares; 2025Q2: 164,061 shares; 2025Q3: 148,477 shares; 2025Q4: 156,612 shares; 2026Q1: 249,357 shares; 2026Q2: 167,416 shares 167,416 $15.3M 0.79% -81,941 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: 26,132 shares; 2024Q4: 33,717 shares; 2025Q1: 22,147 shares; 2025Q2: 36,305 shares; 2025Q3: 36,670 shares; 2025Q4: 66,252 shares; 2026Q1: 71,840 shares; 2026Q2: 125,976 shares 125,976 $14.8M 0.76% +54,136 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: 142,916 shares; 2024Q4: 103,046 shares; 2025Q1: 102,685 shares; 2025Q2: 166,800 shares; 2025Q3: 173,403 shares; 2025Q4: 181,768 shares; 2026Q1: 150,485 shares; 2026Q2: 152,510 shares 152,510 $14.7M 0.75% +2,025 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: 143,503 shares; 2024Q4: 128,131 shares; 2025Q1: 152,533 shares; 2025Q2: 137,519 shares; 2025Q3: 164,936 shares; 2025Q4: 130,543 shares; 2026Q1: 163,400 shares; 2026Q2: 148,832 shares 148,832 $14.4M 0.74% -14,568 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: 17,508 shares; 2024Q4: 16,068 shares; 2025Q1: 11,418 shares; 2025Q2: 16,630 shares; 2025Q3: 19,296 shares; 2025Q4: 27,214 shares; 2026Q1: 9,963 shares; 2026Q2: 19,482 shares 19,482 $13.4M 0.69% +9,519 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: 268,243 shares; 2024Q4: 199,339 shares; 2025Q1: 334,872 shares; 2025Q2: 270,270 shares; 2025Q3: 251,676 shares; 2025Q4: 245,737 shares; 2026Q1: 247,360 shares; 2026Q2: 257,186 shares 257,186 $13M 0.67% +9,826 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: 21,868 shares; 2024Q4: 21,011 shares; 2025Q1: 15,245 shares; 2025Q2: 14,362 shares; 2025Q3: 14,135 shares; 2025Q4: 19,050 shares; 2026Q1: 17,918 shares; 2026Q2: 17,247 shares 17,247 $12.9M 0.66% -671 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: 28,248 shares; 2024Q4: 30,113 shares; 2025Q1: 35,217 shares; 2025Q2: 34,822 shares; 2025Q3: 34,536 shares; 2025Q4: 37,117 shares; 2026Q1: 33,225 shares; 2026Q2: 29,938 shares 29,938 $11.2M 0.57% -3,287 Timeline LGLV 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: 42,793 shares; 2024Q4: 41,832 shares; 2025Q1: 40,793 shares; 2025Q2: 74,041 shares; 2025Q3: 76,038 shares; 2025Q4: 80,140 shares; 2026Q1: 61,023 shares; 2026Q2: 61,238 shares 61,238 $11.1M 0.57% +215 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: 18,079 shares; 2024Q4: 18,986 shares; 2025Q1: 21,018 shares; 2025Q2: 21,093 shares; 2025Q3: 23,553 shares; 2025Q4: 26,505 shares; 2026Q1: 25,211 shares; 2026Q2: 30,859 shares 30,859 $11M 0.57% +5,648 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: 208,545 shares; 2024Q4: 256,122 shares; 2025Q1: 203,612 shares; 2025Q2: 244,105 shares; 2025Q3: 301,653 shares; 2025Q4: 274,013 shares; 2026Q1: 165,774 shares; 2026Q2: 201,961 shares 201,961 $10.8M 0.55% +36,187 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: 102,251 shares; 2024Q4: 114,589 shares; 2025Q1: 162,673 shares; 2025Q2: 182,165 shares; 2025Q3: 187,066 shares; 2025Q4: 232,135 shares; 2026Q1: 278,522 shares; 2026Q2: 279,066 shares 279,066 $10.6M 0.54% +544 Timeline HOLA 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: 209,929 shares; 2025Q4: 214,112 shares; 2026Q1: 185,779 shares; 2026Q2: 184,895 shares 184,895 $10.2M 0.52% -884 Timeline JMUB 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: 130,374 shares; 2025Q3: 139,822 shares; 2025Q4: 159,979 shares; 2026Q1: 190,822 shares; 2026Q2: 201,932 shares 201,932 $10.2M 0.52% +11,110 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: 19,383 shares; 2024Q4: 19,114 shares; 2025Q1: 18,160 shares; 2025Q2: 17,354 shares; 2025Q3: 15,436 shares; 2025Q4: 26,981 shares; 2026Q1: 27,183 shares; 2026Q2: 26,369 shares 26,369 $9.76M 0.5% -814 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: 102,706 shares; 2024Q4: 107,256 shares; 2025Q1: 110,169 shares; 2025Q2: 63,252 shares; 2025Q3: 56,721 shares; 2025Q4: 71,932 shares; 2026Q1: 85,564 shares; 2026Q2: 90,118 shares 90,118 $9.7M 0.5% +4,554 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,228 shares; 2024Q4: 109,691 shares; 2025Q1: 132,761 shares; 2025Q2: 145,839 shares; 2025Q3: 149,822 shares; 2025Q4: 179,103 shares; 2026Q1: 215,805 shares; 2026Q2: 215,733 shares 215,733 $9.6M 0.49% -72 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,899 shares; 2025Q4: 173,015 shares; 2026Q1: 189,908 shares; 2026Q2: 205,467 shares 205,467 $9.46M 0.48% +15,559 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: 43,958 shares; 2024Q4: 44,626 shares; 2025Q1: 50,997 shares; 2025Q2: 50,967 shares; 2025Q3: 49,844 shares; 2025Q4: 54,763 shares; 2026Q1: 46,133 shares; 2026Q2: 38,570 shares 38,570 $9.19M 0.47% -7,563 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124,021 shares 124,021 $8.43M 0.43% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,156 shares; 2024Q4: 26,725 shares; 2025Q1: 32,679 shares; 2025Q2: 22,263 shares; 2025Q3: 32,588 shares; 2025Q4: 79,725 shares; 2026Q1: 114,552 shares; 2026Q2: 158,410 shares 158,410 $8.41M 0.43% +43,858 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: 7,899 shares; 2024Q4: 20,007 shares; 2025Q1: 53,258 shares; 2025Q2: 53,893 shares; 2025Q3: 51,628 shares; 2025Q4: 57,490 shares; 2026Q1: 61,102 shares; 2026Q2: 34,670 shares 34,670 $8.4M 0.43% -26,432 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: 58,688 shares; 2024Q4: 58,211 shares; 2025Q1: 39,830 shares; 2025Q2: 51,532 shares; 2025Q3: 66,549 shares; 2025Q4: 77,988 shares; 2026Q1: 118,941 shares; 2026Q2: 82,963 shares 82,963 $8.35M 0.43% -35,978 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: 26,786 shares; 2024Q4: 10,104 shares; 2025Q1: 141,740 shares; 2025Q2: 149,676 shares; 2025Q3: 150,278 shares; 2025Q4: 120,930 shares; 2026Q1: 144,075 shares; 2026Q2: 164,688 shares 164,688 $8.29M 0.42% +20,613 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: 68,967 shares; 2024Q4: 62,263 shares; 2025Q1: 75,439 shares; 2025Q2: 40,208 shares; 2025Q3: 54,984 shares; 2025Q4: 60,187 shares; 2026Q1: 96,139 shares; 2026Q2: 49,506 shares 49,506 $7.85M 0.4% -46,633 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: 45,692 shares; 2024Q4: 226,129 shares; 2025Q1: 203,866 shares; 2025Q2: 201,724 shares; 2025Q3: 197,968 shares; 2025Q4: 211,441 shares; 2026Q1: 211,471 shares; 2026Q2: 219,859 shares 219,859 $7.44M 0.38% +8,388 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,855 shares; 2024Q4: 54,897 shares; 2025Q1: 80,625 shares; 2025Q2: 89,515 shares; 2025Q3: 99,880 shares; 2025Q4: 128,418 shares; 2026Q1: 169,533 shares; 2026Q2: 175,235 shares 175,235 $7.42M 0.38% +5,702 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: not reported; 2024Q4: not reported; 2025Q1: 6,805 shares; 2025Q2: 6,805 shares; 2025Q3: not reported; 2025Q4: 7,355 shares; 2026Q1: 181,940 shares; 2026Q2: 182,352 shares 182,352 $7.4M 0.38% +412 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: 81,180 shares; 2024Q4: 90,171 shares; 2025Q1: 100,249 shares; 2025Q2: 117,668 shares; 2025Q3: 114,640 shares; 2025Q4: 128,795 shares; 2026Q1: 69,072 shares; 2026Q2: 68,470 shares 68,470 $7.34M 0.38% -602 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: 61,032 shares; 2024Q4: 42,453 shares; 2025Q1: 51,232 shares; 2025Q2: 45,205 shares; 2025Q3: 33,582 shares; 2025Q4: 74,600 shares; 2026Q1: 53,757 shares; 2026Q2: 31,437 shares 31,437 $6.85M 0.35% -22,320 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: 24,683 shares; 2024Q4: 24,857 shares; 2025Q1: 28,582 shares; 2025Q2: 40,559 shares; 2025Q3: 36,877 shares; 2025Q4: 45,391 shares; 2026Q1: 40,362 shares; 2026Q2: 45,855 shares 45,855 $6.72M 0.34% +5,493 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: 6,366 shares; 2024Q4: 8,071 shares; 2025Q1: not reported; 2025Q2: 2,306 shares; 2025Q3: 2,332 shares; 2025Q4: 3,438 shares; 2026Q1: 11,420 shares; 2026Q2: 10,013 shares 10,013 $6.57M 0.34% -1,407 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,637 shares; 2026Q2: 191,809 shares 191,809 $6.55M 0.34% +172 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: 11,861 shares; 2024Q4: 11,209 shares; 2025Q1: 14,682 shares; 2025Q2: 14,349 shares; 2025Q3: 14,670 shares; 2025Q4: 16,276 shares; 2026Q1: 14,197 shares; 2026Q2: 15,394 shares 15,394 $6.47M 0.33% +1,197 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: 8,157 shares; 2024Q4: 8,459 shares; 2025Q1: 10,081 shares; 2025Q2: 10,356 shares; 2025Q3: 11,022 shares; 2025Q4: 11,975 shares; 2026Q1: 10,914 shares; 2026Q2: 11,274 shares 11,274 $6.35M 0.33% +360 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: 414,724 shares; 2024Q4: 1,288,572 shares; 2025Q1: 1,319,531 shares; 2025Q2: 986,197 shares; 2025Q3: 405,956 shares; 2025Q4: 235,100 shares; 2026Q1: 185,501 shares; 2026Q2: 196,449 shares 196,449 $6.23M 0.32% +10,948 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: 12,578 shares; 2024Q4: 12,610 shares; 2025Q1: 12,706 shares; 2025Q2: 12,472 shares; 2025Q3: 12,488 shares; 2025Q4: 13,198 shares; 2026Q1: 12,801 shares; 2026Q2: 10,381 shares 10,381 $6.03M 0.31% -2,420 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: 14,789 shares; 2024Q4: 16,089 shares; 2025Q1: 19,972 shares; 2025Q2: 24,464 shares; 2025Q3: 23,459 shares; 2025Q4: 26,071 shares; 2026Q1: 23,078 shares; 2026Q2: 23,408 shares 23,408 $5.94M 0.3% +330 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,785 shares; 2025Q2: 129,703 shares; 2025Q3: 125,935 shares; 2025Q4: 108,485 shares; 2026Q1: 131,410 shares; 2026Q2: 118,507 shares 118,507 $5.9M 0.3% -12,903 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: 50,734 shares; 2024Q4: 51,498 shares; 2025Q1: 57,320 shares; 2025Q2: 63,896 shares; 2025Q3: 65,701 shares; 2025Q4: 72,961 shares; 2026Q1: 69,537 shares; 2026Q2: 72,544 shares 72,544 $5.88M 0.3% +3,007 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,379 shares; 2025Q3: 85,629 shares; 2025Q4: 88,169 shares; 2026Q1: 66,432 shares; 2026Q2: 66,332 shares 66,332 $5.82M 0.3% -100 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,980 shares; 2024Q4: 165,652 shares; 2025Q1: 104,496 shares; 2025Q2: 171,308 shares; 2025Q3: 121,713 shares; 2025Q4: 131,226 shares; 2026Q1: 145,337 shares; 2026Q2: 156,232 shares 156,232 $5.78M 0.3% +10,895 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: 2,055 shares; 2024Q4: 2,058 shares; 2025Q1: 2,035 shares; 2025Q2: 2,052 shares; 2025Q3: 1,925 shares; 2025Q4: 1,887 shares; 2026Q1: 1,788 shares; 2026Q2: 8,113 shares 8,113 $5.71M 0.29% +6,325 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: 4,122 shares; 2024Q4: 5,150 shares; 2025Q1: 7,741 shares; 2025Q2: 7,912 shares; 2025Q3: 10,512 shares; 2025Q4: 18,107 shares; 2026Q1: 19,203 shares; 2026Q2: 19,050 shares 19,050 $5.68M 0.29% -153 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: 24,152 shares; 2024Q4: 23,604 shares; 2025Q1: 25,314 shares; 2025Q2: 21,570 shares; 2025Q3: 24,160 shares; 2025Q4: 25,205 shares; 2026Q1: 22,821 shares; 2026Q2: 15,004 shares 15,004 $5.67M 0.29% -7,817 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: 19,632 shares; 2024Q4: 24,585 shares; 2025Q1: 35,592 shares; 2025Q2: 39,017 shares; 2025Q3: 22,788 shares; 2025Q4: 23,029 shares; 2026Q1: 29,542 shares; 2026Q2: 26,297 shares 26,297 $5.6M 0.29% -3,245 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,471 shares; 2024Q4: 57,409 shares; 2025Q1: 57,215 shares; 2025Q2: 66,590 shares; 2025Q3: 43,017 shares; 2025Q4: 50,362 shares; 2026Q1: 52,698 shares; 2026Q2: 57,138 shares 57,138 $5.51M 0.28% +4,440 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,474 shares; 2024Q4: 15,480 shares; 2025Q1: 86,321 shares; 2025Q2: 109,074 shares; 2025Q3: 116,677 shares; 2025Q4: 143,578 shares; 2026Q1: 148,300 shares; 2026Q2: 144,349 shares 144,349 $5.41M 0.28% -3,951 Timeline EWY 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: 26,651 shares 26,651 $5.38M 0.28% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,456 shares; 2024Q4: 154,261 shares; 2025Q1: 166,349 shares; 2025Q2: 76,295 shares; 2025Q3: 63,097 shares; 2025Q4: 78,963 shares; 2026Q1: 65,994 shares; 2026Q2: 68,608 shares 68,608 $5.29M 0.27% +2,614 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 3,664 shares; 2025Q1: 3,264 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,424 shares 33,424 $5.29M 0.27% new 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: 14,826 shares; 2024Q4: 15,304 shares; 2025Q1: 15,957 shares; 2025Q2: 15,841 shares; 2025Q3: 16,397 shares; 2025Q4: 16,367 shares; 2026Q1: 14,789 shares; 2026Q2: 15,190 shares 15,190 $5.21M 0.27% +401 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,115 shares; 2024Q4: 18,115 shares; 2025Q1: 15,395 shares; 2025Q2: 15,309 shares; 2025Q3: 15,022 shares; 2025Q4: 17,737 shares; 2026Q1: 15,669 shares; 2026Q2: 15,751 shares 15,751 $5.16M 0.26% +82 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,696 shares; 2024Q4: 46,553 shares; 2025Q1: 42,080 shares; 2025Q2: 43,641 shares; 2025Q3: 48,669 shares; 2025Q4: 60,239 shares; 2026Q1: 67,088 shares; 2026Q2: 67,737 shares 67,737 $5.04M 0.26% +649 Timeline PSDM 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: 105,686 shares; 2026Q2: 96,726 shares 96,726 $4.92M 0.25% -8,960 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: 33,548 shares; 2024Q4: 32,571 shares; 2025Q1: 37,722 shares; 2025Q2: 41,714 shares; 2025Q3: 39,403 shares; 2025Q4: 46,718 shares; 2026Q1: 42,130 shares; 2026Q2: 44,053 shares 44,053 $4.8M 0.25% +1,923 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,010 shares; 2024Q4: 55,984 shares; 2025Q1: 56,404 shares; 2025Q2: 56,422 shares; 2025Q3: 57,421 shares; 2025Q4: 60,166 shares; 2026Q1: 62,794 shares; 2026Q2: 62,942 shares 62,942 $4.74M 0.24% +148 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: 50,985 shares; 2024Q4: 32,821 shares; 2025Q1: 50,735 shares; 2025Q2: 47,642 shares; 2025Q3: 45,553 shares; 2025Q4: 68,418 shares; 2026Q1: 117,508 shares; 2026Q2: 56,898 shares 56,898 $4.73M 0.24% -60,610 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: 59,990 shares; 2024Q4: 58,261 shares; 2025Q1: 55,155 shares; 2025Q2: 42,946 shares; 2025Q3: 43,967 shares; 2025Q4: 46,183 shares; 2026Q1: 47,007 shares; 2026Q2: 49,215 shares 49,215 $4.71M 0.24% +2,208 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,404 shares; 2024Q4: 12,693 shares; 2025Q1: 12,988 shares; 2025Q2: 13,816 shares; 2025Q3: 14,235 shares; 2025Q4: 17,898 shares; 2026Q1: 18,673 shares; 2026Q2: 18,888 shares 18,888 $4.65M 0.24% +215 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,496 shares; 2024Q4: 130,142 shares; 2025Q1: 131,007 shares; 2025Q2: 133,521 shares; 2025Q3: 138,224 shares; 2025Q4: 134,879 shares; 2026Q1: 140,501 shares; 2026Q2: 87,289 shares 87,289 $4.52M 0.23% -53,212 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: 91,791 shares; 2024Q4: 70,986 shares; 2025Q1: 39,042 shares; 2025Q2: 40,678 shares; 2025Q3: 16,848 shares; 2025Q4: 17,651 shares; 2026Q1: 18,639 shares; 2026Q2: 19,502 shares 19,502 $4.28M 0.22% +863 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,760 shares; 2026Q2: 70,254 shares 70,254 $4.22M 0.22% +15,494 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: 3,596 shares; 2024Q4: 3,660 shares; 2025Q1: 4,712 shares; 2025Q2: 4,736 shares; 2025Q3: 3,992 shares; 2025Q4: 4,549 shares; 2026Q1: 3,992 shares; 2026Q2: 3,934 shares 3,934 $4.19M 0.21% -58 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: 114,989 shares; 2024Q4: 41,990 shares; 2025Q1: 44,297 shares; 2025Q2: 45,991 shares; 2025Q3: 47,984 shares; 2025Q4: 52,488 shares; 2026Q1: 57,009 shares; 2026Q2: 56,865 shares 56,865 $4.11M 0.21% -144 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: 13,987 shares; 2024Q4: 17,448 shares; 2025Q1: 36,100 shares; 2025Q2: 43,967 shares; 2025Q3: 54,193 shares; 2025Q4: 62,591 shares; 2026Q1: 73,837 shares; 2026Q2: 83,380 shares 83,380 $4.07M 0.21% +9,543 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: 11,709 shares; 2024Q4: 11,536 shares; 2025Q1: 9,355 shares; 2025Q2: 6,579 shares; 2025Q3: 7,424 shares; 2025Q4: 8,250 shares; 2026Q1: 9,082 shares; 2026Q2: 8,508 shares 8,508 $4.06M 0.21% -574 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,103 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,291 shares; 2025Q3: 82,433 shares; 2025Q4: 87,975 shares; 2026Q1: 70,473 shares; 2026Q2: 67,117 shares 67,117 $4.05M 0.21% -3,356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 6,495 shares; 2025Q4: 7,114 shares; 2026Q1: 11,083 shares; 2026Q2: 23,887 shares 23,887 $4.02M 0.21% +12,804 Timeline DFEB 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: 7,747 shares; 2024Q4: 14,750 shares; 2025Q1: 35,354 shares; 2025Q2: 38,192 shares; 2025Q3: 53,728 shares; 2025Q4: 58,704 shares; 2026Q1: 69,723 shares; 2026Q2: 78,268 shares 78,268 $3.95M 0.2% +8,545 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: 10,741 shares; 2024Q4: 14,204 shares; 2025Q1: 32,171 shares; 2025Q2: 40,479 shares; 2025Q3: 50,743 shares; 2025Q4: 59,044 shares; 2026Q1: 70,237 shares; 2026Q2: 79,693 shares 79,693 $3.94M 0.2% +9,456 Timeline AVDV 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: 26,418 shares; 2025Q4: 26,979 shares; 2026Q1: 27,609 shares; 2026Q2: 38,268 shares 38,268 $3.94M 0.2% +10,659 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: 10,199 shares; 2024Q4: 13,714 shares; 2025Q1: 32,881 shares; 2025Q2: 43,088 shares; 2025Q3: 53,968 shares; 2025Q4: 62,882 shares; 2026Q1: 74,859 shares; 2026Q2: 84,949 shares 84,949 $3.94M 0.2% +10,090 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: 11,327 shares; 2024Q4: 14,992 shares; 2025Q1: 35,804 shares; 2025Q2: 46,877 shares; 2025Q3: 59,301 shares; 2025Q4: 69,310 shares; 2026Q1: 82,392 shares; 2026Q2: 93,359 shares 93,359 $3.94M 0.2% +10,967 Timeline DNOV 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: 7,566 shares; 2024Q4: 14,513 shares; 2025Q1: 34,122 shares; 2025Q2: 36,990 shares; 2025Q3: 52,389 shares; 2025Q4: 57,163 shares; 2026Q1: 67,875 shares; 2026Q2: 76,109 shares 76,109 $3.91M 0.2% +8,234 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,131 shares; 2024Q4: 15,712 shares; 2025Q1: 37,112 shares; 2025Q2: 40,240 shares; 2025Q3: 56,968 shares; 2025Q4: 62,286 shares; 2026Q1: 74,384 shares; 2026Q2: 83,678 shares 83,678 $3.91M 0.2% +9,294 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,138 shares; 2024Q4: 15,575 shares; 2025Q1: 36,485 shares; 2025Q2: 39,557 shares; 2025Q3: 56,067 shares; 2025Q4: 61,250 shares; 2026Q1: 73,119 shares; 2026Q2: 82,308 shares 82,308 $3.9M 0.2% +9,189 Timeline DAUG 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: 8,245 shares; 2024Q4: 15,726 shares; 2025Q1: 36,892 shares; 2025Q2: 39,908 shares; 2025Q3: 56,428 shares; 2025Q4: 61,758 shares; 2026Q1: 73,947 shares; 2026Q2: 83,232 shares 83,232 $3.9M 0.2% +9,285 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,008 shares; 2024Q4: 15,361 shares; 2025Q1: 36,051 shares; 2025Q2: 39,079 shares; 2025Q3: 55,376 shares; 2025Q4: 60,698 shares; 2026Q1: 72,970 shares; 2026Q2: 82,148 shares 82,148 $3.9M 0.2% +9,178 Timeline DJAN 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: 8,431 shares; 2024Q4: 16,126 shares; 2025Q1: 37,726 shares; 2025Q2: 40,907 shares; 2025Q3: 58,052 shares; 2025Q4: 63,556 shares; 2026Q1: 75,974 shares; 2026Q2: 85,525 shares 85,525 $3.89M 0.2% +9,551 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,813 shares; 2024Q4: 14,855 shares; 2025Q1: 34,855 shares; 2025Q2: 74,424 shares; 2025Q3: 105,227 shares; 2025Q4: 115,217 shares; 2026Q1: 137,691 shares; 2026Q2: 77,473 shares 77,473 $3.88M 0.2% -60,218 Timeline DMAR 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: 8,653 shares; 2024Q4: 16,485 shares; 2025Q1: 38,256 shares; 2025Q2: 41,475 shares; 2025Q3: 59,206 shares; 2025Q4: 65,014 shares; 2026Q1: 77,176 shares; 2026Q2: 86,759 shares 86,759 $3.88M 0.2% +9,583 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,724 shares; 2024Q4: 9,875 shares; 2025Q1: 9,878 shares; 2025Q2: 13,118 shares; 2025Q3: 13,701 shares; 2025Q4: 15,067 shares; 2026Q1: 14,625 shares; 2026Q2: 23,131 shares 23,131 $3.88M 0.2% +8,506 Timeline EWP 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: 62,848 shares; 2025Q3: 62,919 shares; 2025Q4: 65,112 shares; 2026Q1: 62,823 shares; 2026Q2: 65,283 shares 65,283 $3.88M 0.2% +2,460 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,108 shares; 2024Q4: 15,370 shares; 2025Q1: 36,082 shares; 2025Q2: 38,735 shares; 2025Q3: 54,995 shares; 2025Q4: 60,297 shares; 2026Q1: 72,155 shares; 2026Q2: 81,461 shares 81,461 $3.84M 0.2% +9,306 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,605 shares; 2024Q4: 14,445 shares; 2025Q1: 33,968 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77,576 shares 77,576 $3.82M 0.2% new 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: 26,335 shares; 2024Q4: 27,538 shares; 2025Q1: 29,205 shares; 2025Q2: 27,146 shares; 2025Q3: 26,375 shares; 2025Q4: 24,392 shares; 2026Q1: 20,311 shares; 2026Q2: 19,880 shares 19,880 $3.77M 0.19% -431 Timeline DAPR 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: 8,848 shares; 2024Q4: 16,877 shares; 2025Q1: 38,840 shares; 2025Q2: 42,236 shares; 2025Q3: 61,095 shares; 2025Q4: 67,377 shares; 2026Q1: 81,251 shares; 2026Q2: 92,085 shares 92,085 $3.76M 0.19% +10,834 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,704 shares; 2025Q1: not reported; 2025Q2: 30,008 shares; 2025Q3: 27,778 shares; 2025Q4: 30,033 shares; 2026Q1: 31,615 shares; 2026Q2: 31,172 shares 31,172 $3.68M 0.19% -443 Timeline TOPT 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: 59,650 shares; 2025Q4: 60,960 shares; 2026Q1: 62,850 shares; 2026Q2: 109,205 shares 109,205 $3.6M 0.18% +46,355 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: not reported; 2025Q1: 9,564 shares; 2025Q2: 9,751 shares; 2025Q3: not reported; 2025Q4: 32,219 shares; 2026Q1: 116,519 shares; 2026Q2: 70,512 shares 70,512 $3.58M 0.18% -46,007 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,382 shares; 2025Q4: 52,059 shares; 2026Q1: 52,222 shares; 2026Q2: 51,841 shares 51,841 $3.55M 0.18% -381 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: 6,194 shares; 2024Q4: 6,187 shares; 2025Q1: 6,484 shares; 2025Q2: 6,488 shares; 2025Q3: 6,079 shares; 2025Q4: 7,742 shares; 2026Q1: 7,041 shares; 2026Q2: 6,869 shares 6,869 $3.44M 0.18% -172 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,343 shares; 2025Q1: 1,516 shares; 2025Q2: 1,543 shares; 2025Q3: 1,614 shares; 2025Q4: 1,764 shares; 2026Q1: 1,601 shares; 2026Q2: 1,713 shares 1,713 $3.41M 0.17% +112 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 5,071 shares; 2025Q1: 4,405 shares; 2025Q2: 4,695 shares; 2025Q3: 5,700 shares; 2025Q4: 6,359 shares; 2026Q1: 5,945 shares; 2026Q2: 6,510 shares 6,510 $3.38M 0.17% +565 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: 14,571 shares; 2024Q4: 14,908 shares; 2025Q1: 15,507 shares; 2025Q2: 16,804 shares; 2025Q3: 17,868 shares; 2025Q4: 19,432 shares; 2026Q1: 20,254 shares; 2026Q2: 20,357 shares 20,357 $3.37M 0.17% +103 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: 8,246 shares; 2024Q4: 5,678 shares; 2025Q1: 7,199 shares; 2025Q2: 7,855 shares; 2025Q3: 12,257 shares; 2025Q4: 17,470 shares; 2026Q1: 17,067 shares; 2026Q2: 16,988 shares 16,988 $3.36M 0.17% -79 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 114,649 shares 114,649 $3.28M 0.17% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,701 shares; 2025Q3: 16,742 shares; 2025Q4: 41,403 shares; 2026Q1: 78,881 shares; 2026Q2: 87,453 shares 87,453 $3.28M 0.17% +8,572 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: not reported; 2024Q4: 4,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,089 shares; 2025Q4: 5,638 shares; 2026Q1: 10,327 shares; 2026Q2: 10,738 shares 10,738 $3.25M 0.17% +411 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,479 shares; 2025Q2: 48,711 shares; 2025Q3: 51,918 shares; 2025Q4: 52,632 shares; 2026Q1: 55,749 shares; 2026Q2: 58,527 shares 58,527 $3.25M 0.17% +2,778 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: 7,812 shares; 2024Q4: 8,063 shares; 2025Q1: 10,514 shares; 2025Q2: 11,035 shares; 2025Q3: 9,287 shares; 2025Q4: 11,496 shares; 2026Q1: 9,399 shares; 2026Q2: 9,300 shares 9,300 $3.2M 0.16% -99 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,693 shares; 2024Q4: 23,176 shares; 2025Q1: 34,060 shares; 2025Q2: 36,026 shares; 2025Q3: 44,142 shares; 2025Q4: 74,459 shares; 2026Q1: 95,431 shares; 2026Q2: 97,411 shares 97,411 $3.2M 0.16% +1,980 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,656 shares; 2024Q4: 4,199 shares; 2025Q1: 5,574 shares; 2025Q2: 4,770 shares; 2025Q3: 8,660 shares; 2025Q4: 9,611 shares; 2026Q1: 10,156 shares; 2026Q2: 10,402 shares 10,402 $3.19M 0.16% +246 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: 13,030 shares; 2024Q4: 12,960 shares; 2025Q1: 32,245 shares; 2025Q2: 28,082 shares; 2025Q3: 29,208 shares; 2025Q4: 30,634 shares; 2026Q1: 32,469 shares; 2026Q2: 29,981 shares 29,981 $3.1M 0.16% -2,488 Timeline XTL 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: not reported; 2026Q2: 13,537 shares 13,537 $3.08M 0.16% new 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: 9,149 shares; 2024Q4: 10,627 shares; 2025Q1: 10,480 shares; 2025Q2: 10,620 shares; 2025Q3: 10,980 shares; 2025Q4: 11,265 shares; 2026Q1: 10,899 shares; 2026Q2: 11,284 shares 11,284 $3.07M 0.16% +385 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,331 shares; 2024Q4: 3,425 shares; 2025Q1: 3,480 shares; 2025Q2: 3,582 shares; 2025Q3: 4,091 shares; 2025Q4: 10,272 shares; 2026Q1: 9,766 shares; 2026Q2: 10,422 shares 10,422 $3.06M 0.16% +656 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,381 shares; 2024Q4: 3,557 shares; 2025Q1: 4,077 shares; 2025Q2: 3,695 shares; 2025Q3: 10,146 shares; 2025Q4: 13,382 shares; 2026Q1: 16,432 shares; 2026Q2: 18,237 shares 18,237 $3.04M 0.16% +1,805 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,945 shares; 2024Q4: 12,366 shares; 2025Q1: 13,073 shares; 2025Q2: 13,303 shares; 2025Q3: 13,880 shares; 2025Q4: 14,561 shares; 2026Q1: 24,422 shares; 2026Q2: 25,371 shares 25,371 $3M 0.15% +949 Timeline KRE 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: 28,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,741 shares; 2025Q4: 28,384 shares; 2026Q1: 29,161 shares; 2026Q2: 39,526 shares 39,526 $2.96M 0.15% +10,365 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: 3,462 shares; 2024Q4: 3,556 shares; 2025Q1: 3,607 shares; 2025Q2: 3,541 shares; 2025Q3: 3,771 shares; 2025Q4: 3,474 shares; 2026Q1: 3,279 shares; 2026Q2: 3,160 shares 3,160 $2.96M 0.15% -119 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: 36,884 shares; 2025Q3: 36,984 shares; 2025Q4: 52,713 shares; 2026Q1: 57,256 shares; 2026Q2: 58,249 shares 58,249 $2.95M 0.15% +993 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 1,928 shares; 2026Q1: 16,354 shares; 2026Q2: 25,021 shares 25,021 $2.94M 0.15% +8,667 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,509 shares; 2024Q4: 61,024 shares; 2025Q1: 81,131 shares; 2025Q2: 95,175 shares; 2025Q3: 97,495 shares; 2025Q4: 105,054 shares; 2026Q1: 97,610 shares; 2026Q2: 119,172 shares 119,172 $2.93M 0.15% +21,562 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,441 shares; 2024Q4: 3,390 shares; 2025Q1: 3,775 shares; 2025Q2: 5,149 shares; 2025Q3: 5,958 shares; 2025Q4: 8,429 shares; 2026Q1: 8,279 shares; 2026Q2: 9,144 shares 9,144 $2.91M 0.15% +865 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: 5,043 shares; 2024Q4: 5,229 shares; 2025Q1: 5,071 shares; 2025Q2: 6,385 shares; 2025Q3: 6,921 shares; 2025Q4: 7,428 shares; 2026Q1: 7,959 shares; 2026Q2: 8,037 shares 8,037 $2.91M 0.15% +78 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,172 shares; 2026Q1: 123,172 shares; 2026Q2: 110,000 shares 110,000 $2.88M 0.15% -13,172 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,736 shares; 2024Q4: 2,967 shares; 2025Q1: 3,092 shares; 2025Q2: 3,107 shares; 2025Q3: 2,982 shares; 2025Q4: 3,130 shares; 2026Q1: 13,924 shares; 2026Q2: 40,016 shares 40,016 $2.87M 0.15% +26,092 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,481 shares; 2026Q1: 96,665 shares; 2026Q2: 112,501 shares 112,501 $2.86M 0.15% +15,836 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: 28,380 shares; 2024Q4: 28,095 shares; 2025Q1: 33,182 shares; 2025Q2: 33,827 shares; 2025Q3: 33,450 shares; 2025Q4: 36,830 shares; 2026Q1: 34,510 shares; 2026Q2: 35,016 shares 35,016 $2.85M 0.15% +506 Timeline XME 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: 29,921 shares; 2025Q4: 30,790 shares; 2026Q1: 25,173 shares; 2026Q2: 26,437 shares 26,437 $2.83M 0.14% +1,264 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,125 shares; 2025Q3: 12,128 shares; 2025Q4: 18,544 shares; 2026Q1: 20,095 shares; 2026Q2: 26,958 shares 26,958 $2.74M 0.14% +6,863 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: 7,196 shares; 2024Q4: 8,346 shares; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,292 shares; 2025Q4: 13,433 shares; 2026Q1: 14,508 shares; 2026Q2: 16,057 shares 16,057 $2.73M 0.14% +1,549 Timeline JTEK 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: 54,705 shares; 2024Q4: 53,741 shares; 2025Q1: 50,990 shares; 2025Q2: 49,099 shares; 2025Q3: 48,253 shares; 2025Q4: 46,833 shares; 2026Q1: 45,271 shares; 2026Q2: 23,649 shares 23,649 $2.64M 0.14% -21,622 Timeline GFEB 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: 29,146 shares; 2024Q4: 32,569 shares; 2025Q1: 45,901 shares; 2025Q2: 45,217 shares; 2025Q3: 48,767 shares; 2025Q4: 52,185 shares; 2026Q1: 57,316 shares; 2026Q2: 59,408 shares 59,408 $2.62M 0.13% +2,092 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: 6,497 shares; 2024Q4: 6,810 shares; 2025Q1: 6,791 shares; 2025Q2: 7,016 shares; 2025Q3: 7,096 shares; 2025Q4: 7,169 shares; 2026Q1: 7,115 shares; 2026Q2: 7,091 shares 7,091 $2.59M 0.13% -24 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,760 shares; 2024Q4: 119,788 shares; 2025Q1: 135,812 shares; 2025Q2: 164,054 shares; 2025Q3: 209,432 shares; 2025Q4: 213,399 shares; 2026Q1: 203,046 shares; 2026Q2: 275,444 shares 275,444 $2.57M 0.13% +72,398 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: 2,385 shares; 2024Q4: 2,622 shares; 2025Q1: 3,069 shares; 2025Q2: 3,090 shares; 2025Q3: 3,075 shares; 2025Q4: 3,744 shares; 2026Q1: 3,446 shares; 2026Q2: 3,432 shares 3,432 $2.56M 0.13% -14 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,691 shares 61,691 $2.56M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,637 shares; 2025Q3: 21,709 shares; 2025Q4: 26,100 shares; 2026Q1: 28,390 shares; 2026Q2: 29,308 shares 29,308 $2.54M 0.13% +918 Timeline JMBS 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: 12,218 shares; 2024Q4: 12,119 shares; 2025Q1: 52,468 shares; 2025Q2: 52,748 shares; 2025Q3: 54,324 shares; 2025Q4: 54,490 shares; 2026Q1: 51,996 shares; 2026Q2: 55,828 shares 55,828 $2.51M 0.13% +3,832 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: 3,184 shares; 2024Q4: 3,231 shares; 2025Q1: 3,713 shares; 2025Q2: 3,728 shares; 2025Q3: 3,466 shares; 2025Q4: 4,369 shares; 2026Q1: 3,588 shares; 2026Q2: 13,539 shares 13,539 $2.5M 0.13% +9,951 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: 17,347 shares; 2024Q4: 18,986 shares; 2025Q1: 23,000 shares; 2025Q2: 36,232 shares; 2025Q3: 36,583 shares; 2025Q4: 19,857 shares; 2026Q1: 19,593 shares; 2026Q2: 19,290 shares 19,290 $2.48M 0.13% -303 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,050 shares; 2024Q4: 87,250 shares; 2025Q1: 96,730 shares; 2025Q2: 111,305 shares; 2025Q3: 118,730 shares; 2025Q4: 118,730 shares; 2026Q1: 118,730 shares; 2026Q2: 120,550 shares 120,550 $2.48M 0.13% +1,820 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: 4,438 shares; 2024Q4: 4,321 shares; 2025Q1: 5,006 shares; 2025Q2: 5,060 shares; 2025Q3: 4,560 shares; 2025Q4: 5,742 shares; 2026Q1: 4,892 shares; 2026Q2: 9,802 shares 9,802 $2.47M 0.13% +4,910 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,783 shares; 2026Q2: 12,714 shares 12,714 $2.41M 0.12% -3,069 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,160 shares; 2024Q4: 42,778 shares; 2025Q1: 45,899 shares; 2025Q2: 39,458 shares; 2025Q3: 39,090 shares; 2025Q4: 47,509 shares; 2026Q1: 51,431 shares; 2026Q2: 53,365 shares 53,365 $2.41M 0.12% +1,934 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: 9,269 shares; 2024Q4: 9,433 shares; 2025Q1: 10,246 shares; 2025Q2: 10,177 shares; 2025Q3: 9,051 shares; 2025Q4: 7,704 shares; 2026Q1: 7,363 shares; 2026Q2: 7,287 shares 7,287 $2.41M 0.12% -76 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,724 shares; 2024Q4: 6,982 shares; 2025Q1: 7,875 shares; 2025Q2: 8,172 shares; 2025Q3: 9,061 shares; 2025Q4: 9,493 shares; 2026Q1: 12,380 shares; 2026Q2: 14,637 shares 14,637 $2.39M 0.12% +2,257 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,267 shares; 2026Q1: 15,596 shares; 2026Q2: 16,856 shares 16,856 $2.39M 0.12% +1,260 Timeline KBWB 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: 22,775 shares; 2025Q1: 22,684 shares; 2025Q2: 30,586 shares; 2025Q3: 30,915 shares; 2025Q4: 31,603 shares; 2026Q1: 32,498 shares; 2026Q2: 25,464 shares 25,464 $2.37M 0.12% -7,034 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: 4,294 shares; 2024Q4: 4,416 shares; 2025Q1: 4,994 shares; 2025Q2: 4,980 shares; 2025Q3: 5,291 shares; 2025Q4: 5,919 shares; 2026Q1: 5,577 shares; 2026Q2: 5,536 shares 5,536 $2.36M 0.12% -41 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: 5,871 shares; 2024Q4: 5,684 shares; 2025Q1: 6,219 shares; 2025Q2: 6,473 shares; 2025Q3: 6,866 shares; 2025Q4: 7,061 shares; 2026Q1: 6,725 shares; 2026Q2: 6,676 shares 6,676 $2.35M 0.12% -49 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: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 919 shares; 2025Q3: not reported; 2025Q4: 6,874 shares; 2026Q1: 10,050 shares; 2026Q2: 10,411 shares 10,411 $2.33M 0.12% +361 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,545 shares; 2024Q4: 22,791 shares; 2025Q1: 2,795 shares; 2025Q2: 17,886 shares; 2025Q3: 17,814 shares; 2025Q4: 18,686 shares; 2026Q1: 19,730 shares; 2026Q2: 25,628 shares 25,628 $2.32M 0.12% +5,898 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,207 shares; 2024Q4: 10,539 shares; 2025Q1: 13,155 shares; 2025Q2: 15,809 shares; 2025Q3: 15,617 shares; 2025Q4: 15,881 shares; 2026Q1: 15,089 shares; 2026Q2: 15,243 shares 15,243 $2.31M 0.12% +154 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: 30,181 shares; 2024Q4: 43,857 shares; 2025Q1: 40,210 shares; 2025Q2: 43,080 shares; 2025Q3: 47,681 shares; 2025Q4: 47,321 shares; 2026Q1: 47,952 shares; 2026Q2: 45,519 shares 45,519 $2.3M 0.12% -2,433 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,203 shares 19,203 $2.29M 0.12% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,358 shares; 2025Q3: 45,465 shares; 2025Q4: 50,203 shares; 2026Q1: 55,050 shares; 2026Q2: 55,321 shares 55,321 $2.27M 0.12% +271 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: 21,922 shares; 2024Q4: 25,760 shares; 2025Q1: 28,193 shares; 2025Q2: 29,110 shares; 2025Q3: 30,757 shares; 2025Q4: 58,737 shares; 2026Q1: 40,930 shares; 2026Q2: 40,121 shares 40,121 $2.27M 0.12% -809 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,563 shares; 2025Q2: 83,360 shares; 2025Q3: 86,792 shares; 2025Q4: 89,751 shares; 2026Q1: 90,703 shares; 2026Q2: 97,962 shares 97,962 $2.23M 0.11% +7,259 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,625 shares; 2024Q4: 38,042 shares; 2025Q1: 22,322 shares; 2025Q2: 22,612 shares; 2025Q3: 22,785 shares; 2025Q4: 23,274 shares; 2026Q1: 23,820 shares; 2026Q2: 23,909 shares 23,909 $2.23M 0.11% +89 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,833 shares; 2026Q1: 50,609 shares; 2026Q2: 61,191 shares 61,191 $2.23M 0.11% +10,582 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: 3,188 shares; 2024Q4: 6,597 shares; 2025Q1: 6,998 shares; 2025Q2: 6,988 shares; 2025Q3: 8,152 shares; 2025Q4: 8,580 shares; 2026Q1: 7,652 shares; 2026Q2: 6,394 shares 6,394 $2.18M 0.11% -1,258 Timeline GJUL 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: 11,197 shares; 2024Q4: 14,625 shares; 2025Q1: 28,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,666 shares 49,666 $2.16M 0.11% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,509 shares; 2024Q4: 31,138 shares; 2025Q1: 38,152 shares; 2025Q2: 39,356 shares; 2025Q3: 37,655 shares; 2025Q4: 24,021 shares; 2026Q1: 22,527 shares; 2026Q2: 23,247 shares 23,247 $2.16M 0.11% +720 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,834 shares; 2024Q4: 19,406 shares; 2025Q1: 21,736 shares; 2025Q2: 22,997 shares; 2025Q3: 24,654 shares; 2025Q4: 25,414 shares; 2026Q1: 24,852 shares; 2026Q2: 25,048 shares 25,048 $2.12M 0.11% +196 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,195 shares; 2024Q4: 17,654 shares; 2025Q1: 18,072 shares; 2025Q2: 17,346 shares; 2025Q3: 16,717 shares; 2025Q4: 17,472 shares; 2026Q1: 16,587 shares; 2026Q2: 16,573 shares 16,573 $2.11M 0.11% -14 Timeline FFLC 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: 29,171 shares; 2025Q3: 29,299 shares; 2025Q4: 32,626 shares; 2026Q1: 35,446 shares; 2026Q2: 35,516 shares 35,516 $2.09M 0.11% +70 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: 14,931 shares; 2024Q4: 18,120 shares; 2025Q1: 22,710 shares; 2025Q2: 25,742 shares; 2025Q3: 30,202 shares; 2025Q4: 33,127 shares; 2026Q1: 35,503 shares; 2026Q2: 37,116 shares 37,116 $2.09M 0.11% +1,613 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: 15,545 shares; 2024Q4: 16,228 shares; 2025Q1: 17,734 shares; 2025Q2: 17,737 shares; 2025Q3: 18,007 shares; 2025Q4: 18,527 shares; 2026Q1: 17,786 shares; 2026Q2: 17,728 shares 17,728 $2.08M 0.11% -58 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: 12,251 shares; 2024Q4: 11,612 shares; 2025Q1: 13,163 shares; 2025Q2: 13,121 shares; 2025Q3: 11,036 shares; 2025Q4: 15,041 shares; 2026Q1: 12,647 shares; 2026Q2: 13,104 shares 13,104 $2.07M 0.11% +457 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,221 shares; 2025Q1: 1,406 shares; 2025Q2: 1,405 shares; 2025Q3: 1,463 shares; 2025Q4: 1,567 shares; 2026Q1: 1,376 shares; 2026Q2: 1,516 shares 1,516 $2.06M 0.11% +140 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 3,212 shares; 2026Q1: 8,359 shares; 2026Q2: 11,935 shares 11,935 $2.03M 0.1% +3,576 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,314 shares; 2025Q2: 12,889 shares; 2025Q3: 13,475 shares; 2025Q4: 27,456 shares; 2026Q1: 52,974 shares; 2026Q2: 61,354 shares 61,354 $2.02M 0.1% +8,380 Timeline DFSV 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: 10,497 shares; 2024Q4: 12,747 shares; 2025Q1: 15,777 shares; 2025Q2: 18,114 shares; 2025Q3: 39,471 shares; 2025Q4: 50,676 shares; 2026Q1: 51,880 shares; 2026Q2: 52,145 shares 52,145 $2.02M 0.1% +265 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,201 shares; 2024Q4: 4,695 shares; 2025Q1: 6,291 shares; 2025Q2: 6,283 shares; 2025Q3: 4,858 shares; 2025Q4: 6,782 shares; 2026Q1: 5,294 shares; 2026Q2: 5,417 shares 5,417 $2M 0.1% +123 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: 99,921 shares; 2024Q4: 86,591 shares; 2025Q1: 93,596 shares; 2025Q2: 85,763 shares; 2025Q3: 62,644 shares; 2025Q4: 48,450 shares; 2026Q1: 37,183 shares; 2026Q2: 31,958 shares 31,958 $1.99M 0.1% -5,225 Timeline GSEP 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: 10,087 shares; 2024Q4: 18,276 shares; 2025Q1: 32,552 shares; 2025Q2: 32,548 shares; 2025Q3: 35,097 shares; 2025Q4: 40,350 shares; 2026Q1: 45,942 shares; 2026Q2: 48,381 shares 48,381 $1.98M 0.1% +2,439 Timeline GDEC 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: 15,169 shares; 2024Q4: 19,005 shares; 2025Q1: 33,838 shares; 2025Q2: 33,104 shares; 2025Q3: 36,964 shares; 2025Q4: 40,714 shares; 2026Q1: 46,410 shares; 2026Q2: 48,852 shares 48,852 $1.94M 0.1% +2,442 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,823 shares; 2025Q3: 54,023 shares; 2025Q4: 59,500 shares; 2026Q1: 63,856 shares; 2026Q2: 63,765 shares 63,765 $1.94M 0.1% -91 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,157 shares; 2024Q4: 7,104 shares; 2025Q1: 6,652 shares; 2025Q2: 6,826 shares; 2025Q3: 6,855 shares; 2025Q4: 6,779 shares; 2026Q1: 6,542 shares; 2026Q2: 6,545 shares 6,545 $1.93M 0.1% +3 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 276,865 shares; 2025Q1: not reported; 2025Q2: 81,263 shares; 2025Q3: 92,617 shares; 2025Q4: 162,211 shares; 2026Q1: 75,041 shares; 2026Q2: 94,648 shares 94,648 $1.93M 0.1% +19,607 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,688 shares; 2026Q1: 21,800 shares; 2026Q2: 21,486 shares 21,486 $1.89M 0.1% -314 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,329 shares; 2024Q4: 18,769 shares; 2025Q1: 32,931 shares; 2025Q2: 29,485 shares; 2025Q3: 34,213 shares; 2025Q4: 37,810 shares; 2026Q1: 43,262 shares; 2026Q2: 45,688 shares 45,688 $1.88M 0.1% +2,426 Timeline FNOV 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: 6,834 shares; 2024Q4: 14,450 shares; 2025Q1: 19,502 shares; 2025Q2: 20,957 shares; 2025Q3: 25,394 shares; 2025Q4: 28,250 shares; 2026Q1: 30,523 shares; 2026Q2: 31,983 shares 31,983 $1.87M 0.1% +1,460 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: 15,196 shares; 2024Q4: 16,309 shares; 2025Q1: 16,876 shares; 2025Q2: 15,876 shares; 2025Q3: 16,523 shares; 2025Q4: 18,362 shares; 2026Q1: 16,790 shares; 2026Q2: 16,002 shares 16,002 $1.87M 0.1% -788 Timeline GNOV 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: 10,080 shares; 2024Q4: 20,389 shares; 2025Q1: 34,719 shares; 2025Q2: 34,216 shares; 2025Q3: 33,436 shares; 2025Q4: 36,993 shares; 2026Q1: 42,288 shares; 2026Q2: 44,414 shares 44,414 $1.86M 0.1% +2,126 Timeline GAUG 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: 11,730 shares; 2024Q4: 16,325 shares; 2025Q1: 30,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,760 shares 44,760 $1.85M 0.09% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,199 shares; 2026Q1: 1,064 shares; 2026Q2: 812 shares 812 $1.85M 0.09% -252 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: 2,450 shares; 2024Q4: 2,331 shares; 2025Q1: 2,480 shares; 2025Q2: 2,376 shares; 2025Q3: 2,379 shares; 2025Q4: 27,268 shares; 2026Q1: 26,758 shares; 2026Q2: 25,819 shares 25,819 $1.84M 0.09% -939 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: 3,918 shares; 2024Q4: 4,302 shares; 2025Q1: 4,321 shares; 2025Q2: 4,645 shares; 2025Q3: 4,613 shares; 2025Q4: 4,861 shares; 2026Q1: 4,760 shares; 2026Q2: 4,901 shares 4,901 $1.83M 0.09% +141 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,227 shares 54,227 $1.83M 0.09% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,982 shares; 2026Q2: 37,576 shares 37,576 $1.83M 0.09% +1,594 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,473 shares; 2025Q1: 9,959 shares; 2025Q2: 10,203 shares; 2025Q3: 10,746 shares; 2025Q4: 10,114 shares; 2026Q1: 9,640 shares; 2026Q2: 9,062 shares 9,062 $1.83M 0.09% -578 Timeline FDEC 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: 9,182 shares; 2024Q4: 14,210 shares; 2025Q1: 19,661 shares; 2025Q2: 21,220 shares; 2025Q3: 25,978 shares; 2025Q4: 29,164 shares; 2026Q1: 31,582 shares; 2026Q2: 33,133 shares 33,133 $1.8M 0.09% +1,551 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,875 shares; 2024Q4: 32,403 shares; 2025Q1: 51,922 shares; 2025Q2: 142,742 shares; 2025Q3: 24,647 shares; 2025Q4: 38,834 shares; 2026Q1: 39,901 shares; 2026Q2: 36,681 shares 36,681 $1.78M 0.09% -3,220 Timeline GOCT 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: 9,977 shares; 2024Q4: 13,672 shares; 2025Q1: 28,055 shares; 2025Q2: 27,473 shares; 2025Q3: 31,232 shares; 2025Q4: 34,842 shares; 2026Q1: 40,295 shares; 2026Q2: 42,610 shares 42,610 $1.77M 0.09% +2,315 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: 7,445 shares; 2024Q4: 4,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 6,240 shares; 2026Q1: 4,950 shares; 2026Q2: 4,837 shares 4,837 $1.77M 0.09% -113 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,233 shares; 2024Q4: 12,591 shares; 2025Q1: 25,598 shares; 2025Q2: 25,133 shares; 2025Q3: 28,597 shares; 2025Q4: 31,859 shares; 2026Q1: 36,909 shares; 2026Q2: 39,119 shares 39,119 $1.76M 0.09% +2,210 Timeline GMAR 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: 9,585 shares; 2024Q4: 12,943 shares; 2025Q1: 26,101 shares; 2025Q2: 82,703 shares; 2025Q3: 101,989 shares; 2025Q4: 112,451 shares; 2026Q1: 127,381 shares; 2026Q2: 39,702 shares 39,702 $1.76M 0.09% -87,679 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: 7,449 shares; 2024Q4: 11,764 shares; 2025Q1: 17,433 shares; 2025Q2: 18,733 shares; 2025Q3: 22,375 shares; 2025Q4: 25,136 shares; 2026Q1: 27,305 shares; 2026Q2: 28,594 shares 28,594 $1.74M 0.09% +1,289 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,719 shares; 2024Q4: 13,104 shares; 2025Q1: 26,728 shares; 2025Q2: 25,666 shares; 2025Q3: 29,199 shares; 2025Q4: 32,657 shares; 2026Q1: 37,842 shares; 2026Q2: 40,177 shares 40,177 $1.73M 0.09% +2,335 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,124 shares; 2024Q4: 11,715 shares; 2025Q1: 16,894 shares; 2025Q2: 18,332 shares; 2025Q3: 23,486 shares; 2025Q4: 26,425 shares; 2026Q1: 28,803 shares; 2026Q2: 30,359 shares 30,359 $1.72M 0.09% +1,556 Timeline FOCT 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: 8,111 shares; 2024Q4: 13,115 shares; 2025Q1: 18,793 shares; 2025Q2: 20,441 shares; 2025Q3: 25,394 shares; 2025Q4: 28,579 shares; 2026Q1: 31,132 shares; 2026Q2: 32,702 shares 32,702 $1.71M 0.09% +1,570 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 12,949 shares; 2025Q1: 25,989 shares; 2025Q2: 25,412 shares; 2025Q3: 29,175 shares; 2025Q4: 32,765 shares; 2026Q1: 38,191 shares; 2026Q2: 40,619 shares 40,619 $1.69M 0.09% +2,428 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: 12,019 shares; 2024Q4: 11,292 shares; 2025Q1: 10,999 shares; 2025Q2: 11,169 shares; 2025Q3: 13,122 shares; 2025Q4: 15,824 shares; 2026Q1: 10,476 shares; 2026Q2: 11,522 shares 11,522 $1.69M 0.09% +1,046 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: 36,533 shares; 2024Q4: 36,534 shares; 2025Q1: 34,720 shares; 2025Q2: 32,446 shares; 2025Q3: 32,374 shares; 2025Q4: 32,390 shares; 2026Q1: 32,437 shares; 2026Q2: 32,510 shares 32,510 $1.69M 0.09% +73 Timeline FJAN 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: 7,248 shares; 2024Q4: 11,966 shares; 2025Q1: 17,258 shares; 2025Q2: 18,776 shares; 2025Q3: 23,476 shares; 2025Q4: 26,510 shares; 2026Q1: 28,933 shares; 2026Q2: 30,528 shares 30,528 $1.68M 0.09% +1,595 Timeline FMAR 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: 7,713 shares; 2024Q4: 12,659 shares; 2025Q1: 18,217 shares; 2025Q2: 19,822 shares; 2025Q3: 24,878 shares; 2025Q4: 28,163 shares; 2026Q1: 30,591 shares; 2026Q2: 32,156 shares 32,156 $1.68M 0.09% +1,565 Timeline FJUL 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: 6,808 shares; 2024Q4: 11,116 shares; 2025Q1: 16,037 shares; 2025Q2: 17,417 shares; 2025Q3: 21,669 shares; 2025Q4: 24,446 shares; 2026Q1: 26,666 shares; 2026Q2: 28,119 shares 28,119 $1.67M 0.09% +1,453 Timeline FSEP 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: 7,185 shares; 2024Q4: 11,872 shares; 2025Q1: 17,152 shares; 2025Q2: 18,660 shares; 2025Q3: 23,265 shares; 2025Q4: 26,286 shares; 2026Q1: 28,755 shares; 2026Q2: 30,388 shares 30,388 $1.67M 0.09% +1,633 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: 30,419 shares; 2024Q4: 31,189 shares; 2025Q1: 32,918 shares; 2025Q2: 27,742 shares; 2025Q3: 28,051 shares; 2025Q4: 30,609 shares; 2026Q1: 31,655 shares; 2026Q2: 14,723 shares 14,723 $1.67M 0.09% -16,932 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: 6,354 shares; 2024Q4: 6,495 shares; 2025Q1: 7,056 shares; 2025Q2: 7,216 shares; 2025Q3: 7,730 shares; 2025Q4: 7,711 shares; 2026Q1: 7,334 shares; 2026Q2: 7,458 shares 7,458 $1.66M 0.09% +124 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,089 shares; 2024Q4: 9,860 shares; 2025Q1: 10,665 shares; 2025Q2: 14,308 shares; 2025Q3: 15,450 shares; 2025Q4: 16,214 shares; 2026Q1: 19,133 shares; 2026Q2: 15,812 shares 15,812 $1.64M 0.08% -3,321 Timeline FAPR 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: 8,054 shares; 2024Q4: 13,266 shares; 2025Q1: 18,800 shares; 2025Q2: 21,331 shares; 2025Q3: 26,748 shares; 2025Q4: 30,276 shares; 2026Q1: 33,174 shares; 2026Q2: 35,140 shares 35,140 $1.64M 0.08% +1,966 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: 12,812 shares; 2024Q4: 10,167 shares; 2025Q1: 8,971 shares; 2025Q2: 9,125 shares; 2025Q3: 7,758 shares; 2025Q4: 28,618 shares; 2026Q1: 28,566 shares; 2026Q2: 27,481 shares 27,481 $1.64M 0.08% -1,085 Timeline FJUN 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: 6,474 shares; 2024Q4: 10,586 shares; 2025Q1: 15,284 shares; 2025Q2: 16,628 shares; 2025Q3: 20,823 shares; 2025Q4: 23,555 shares; 2026Q1: 25,774 shares; 2026Q2: 27,300 shares 27,300 $1.64M 0.08% +1,526 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: 3,332 shares; 2024Q4: 3,075 shares; 2025Q1: 3,295 shares; 2025Q2: 3,320 shares; 2025Q3: 3,130 shares; 2025Q4: 3,352 shares; 2026Q1: 3,208 shares; 2026Q2: 12,831 shares 12,831 $1.59M 0.08% +9,623 Timeline BUFD 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: not reported; 2026Q1: 12,762 shares; 2026Q2: 53,596 shares 53,596 $1.59M 0.08% +40,834 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: 3,837 shares; 2024Q4: 3,704 shares; 2025Q1: 4,474 shares; 2025Q2: 5,109 shares; 2025Q3: 10,813 shares; 2025Q4: 13,085 shares; 2026Q1: 13,293 shares; 2026Q2: 13,325 shares 13,325 $1.59M 0.08% +32 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,187 shares; 2024Q4: 9,325 shares; 2025Q1: 8,414 shares; 2025Q2: 7,722 shares; 2025Q3: 8,088 shares; 2025Q4: 8,078 shares; 2026Q1: 7,894 shares; 2026Q2: 7,887 shares 7,887 $1.58M 0.08% -7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,147 shares; 2025Q1: 1,167 shares; 2025Q2: 1,155 shares; 2025Q3: 2,942 shares; 2025Q4: 3,664 shares; 2026Q1: 3,259 shares; 2026Q2: 3,185 shares 3,185 $1.58M 0.08% -74 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,630 shares; 2024Q4: 4,360 shares; 2025Q1: 4,387 shares; 2025Q2: 5,147 shares; 2025Q3: 4,773 shares; 2025Q4: 6,230 shares; 2026Q1: 5,814 shares; 2026Q2: 5,792 shares 5,792 $1.57M 0.08% -22 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,447 shares; 2025Q4: 7,111 shares; 2026Q1: 6,699 shares; 2026Q2: 7,151 shares 7,151 $1.55M 0.08% +452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,065 shares; 2026Q1: 9,438 shares; 2026Q2: 9,395 shares 9,395 $1.54M 0.08% -43 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,835 shares; 2025Q3: 23,876 shares; 2025Q4: 28,951 shares; 2026Q1: 28,132 shares; 2026Q2: 28,726 shares 28,726 $1.53M 0.08% +594 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: 39,798 shares; 2024Q4: 23,945 shares; 2025Q1: 20,882 shares; 2025Q2: 24,348 shares; 2025Q3: 20,949 shares; 2025Q4: 27,146 shares; 2026Q1: 20,690 shares; 2026Q2: 20,794 shares 20,794 $1.53M 0.08% +104 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: 7,719 shares; 2024Q4: 11,064 shares; 2025Q1: 16,689 shares; 2025Q2: 16,726 shares; 2025Q3: 10,806 shares; 2025Q4: 16,921 shares; 2026Q1: 9,917 shares; 2026Q2: 9,667 shares 9,667 $1.51M 0.08% -250 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: 10,977 shares; 2024Q4: 11,311 shares; 2025Q1: 11,464 shares; 2025Q2: 8,042 shares; 2025Q3: 7,938 shares; 2025Q4: 8,735 shares; 2026Q1: 9,081 shares; 2026Q2: 5,301 shares 5,301 $1.49M 0.08% -3,780 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: 80,100 shares; 2024Q4: 78,157 shares; 2025Q1: 76,283 shares; 2025Q2: 77,107 shares; 2025Q3: 75,627 shares; 2025Q4: 74,681 shares; 2026Q1: 74,943 shares; 2026Q2: 74,966 shares 74,966 $1.43M 0.07% +23 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,067 shares; 2024Q4: 17,312 shares; 2025Q1: 16,317 shares; 2025Q2: 16,604 shares; 2025Q3: 18,002 shares; 2025Q4: 18,994 shares; 2026Q1: 19,779 shares; 2026Q2: 14,959 shares 14,959 $1.42M 0.07% -4,820 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,834 shares; 2024Q4: 10,071 shares; 2025Q1: 10,029 shares; 2025Q2: 13,216 shares; 2025Q3: 13,900 shares; 2025Q4: 14,558 shares; 2026Q1: 16,413 shares; 2026Q2: 14,891 shares 14,891 $1.41M 0.07% -1,522 Timeline MQQQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,746 shares 5,746 $1.41M 0.07% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,126 shares; 2024Q4: 2,158 shares; 2025Q1: 2,384 shares; 2025Q2: 2,404 shares; 2025Q3: 2,507 shares; 2025Q4: 2,808 shares; 2026Q1: 2,800 shares; 2026Q2: 2,770 shares 2,770 $1.41M 0.07% -30 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,663 shares; 2025Q1: 2,697 shares; 2025Q2: 2,710 shares; 2025Q3: 1,008 shares; 2025Q4: 1,540 shares; 2026Q1: 1,136 shares; 2026Q2: 1,169 shares 1,169 $1.4M 0.07% +33 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,938 shares; 2025Q2: 15,760 shares; 2025Q3: 19,805 shares; 2025Q4: 22,925 shares; 2026Q1: 27,106 shares; 2026Q2: 30,527 shares 30,527 $1.39M 0.07% +3,421 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,682 shares; 2025Q2: 19,375 shares; 2025Q3: 24,383 shares; 2025Q4: 28,264 shares; 2026Q1: 33,179 shares; 2026Q2: 37,226 shares 37,226 $1.39M 0.07% +4,047 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,814 shares; 2025Q2: 18,233 shares; 2025Q3: 22,946 shares; 2025Q4: 26,732 shares; 2026Q1: 31,508 shares; 2026Q2: 34,834 shares 34,834 $1.39M 0.07% +3,326 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,748 shares; 2024Q4: 7,931 shares; 2025Q1: 7,744 shares; 2025Q2: 7,854 shares; 2025Q3: 8,787 shares; 2025Q4: 8,962 shares; 2026Q1: 10,436 shares; 2026Q2: 10,545 shares 10,545 $1.37M 0.07% +109 Timeline HPQ HP INC More: the full row for HP 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: 61,828 shares 61,828 $1.36M 0.07% new Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,243 shares; 2025Q2: 20,198 shares; 2025Q3: 25,472 shares; 2025Q4: 29,644 shares; 2026Q1: 35,131 shares; 2026Q2: 39,787 shares 39,787 $1.35M 0.07% +4,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,677 shares; 2025Q4: 6,596 shares; 2026Q1: 6,067 shares; 2026Q2: 6,052 shares 6,052 $1.34M 0.07% -15 Timeline FEMR 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: 26,487 shares; 2026Q2: 30,984 shares 30,984 $1.32M 0.07% +4,497 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,009 shares; 2026Q2: 14,074 shares 14,074 $1.32M 0.07% +65 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: 13,594 shares; 2025Q3: 15,015 shares; 2025Q4: 20,279 shares; 2026Q1: 21,314 shares; 2026Q2: 21,801 shares 21,801 $1.31M 0.07% +487 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,571 shares; 2025Q3: 33,650 shares; 2025Q4: 35,309 shares; 2026Q1: 38,066 shares; 2026Q2: 38,237 shares 38,237 $1.31M 0.07% +171 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: 14,273 shares; 2024Q4: 20,491 shares; 2025Q1: 15,056 shares; 2025Q2: 16,446 shares; 2025Q3: 31,214 shares; 2025Q4: 21,961 shares; 2026Q1: 22,762 shares; 2026Q2: 29,781 shares 29,781 $1.31M 0.07% +7,019 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: 2,347 shares; 2024Q4: 2,389 shares; 2025Q1: 2,319 shares; 2025Q2: 2,428 shares; 2025Q3: 2,779 shares; 2025Q4: 2,968 shares; 2026Q1: 3,127 shares; 2026Q2: 3,298 shares 3,298 $1.31M 0.07% +171 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: 973 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,180 shares; 2025Q3: 1,163 shares; 2025Q4: 1,197 shares; 2026Q1: 1,106 shares; 2026Q2: 1,113 shares 1,113 $1.31M 0.07% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,188 shares; 2025Q4: 16,343 shares; 2026Q1: 16,558 shares; 2026Q2: 17,036 shares 17,036 $1.3M 0.07% +478 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: 2,673 shares; 2024Q4: 2,739 shares; 2025Q1: 3,174 shares; 2025Q2: 2,861 shares; 2025Q3: 3,113 shares; 2025Q4: 3,033 shares; 2026Q1: 3,289 shares; 2026Q2: 7,151 shares 7,151 $1.29M 0.07% +3,862 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,785 shares; 2024Q4: 27,605 shares; 2025Q1: 18,831 shares; 2025Q2: 14,125 shares; 2025Q3: 13,238 shares; 2025Q4: 10,984 shares; 2026Q1: 11,591 shares; 2026Q2: 11,808 shares 11,808 $1.29M 0.07% +217 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,138 shares; 2025Q2: 5,142 shares; 2025Q3: not reported; 2025Q4: 5,162 shares; 2026Q1: 3,476 shares; 2026Q2: 3,465 shares 3,465 $1.28M 0.07% -11 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,068 shares; 2025Q4: 32,891 shares; 2026Q1: 25,669 shares; 2026Q2: 25,950 shares 25,950 $1.26M 0.06% +281 Timeline IGM 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: 5,709 shares; 2025Q3: 9,221 shares; 2025Q4: 10,143 shares; 2026Q1: 7,528 shares; 2026Q2: 7,575 shares 7,575 $1.24M 0.06% +47 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: 12,633 shares; 2024Q4: 12,759 shares; 2025Q1: 18,654 shares; 2025Q2: 17,646 shares; 2025Q3: 16,509 shares; 2025Q4: 15,534 shares; 2026Q1: 12,905 shares; 2026Q2: 12,807 shares 12,807 $1.23M 0.06% -98 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,560 shares; 2026Q1: 9,795 shares; 2026Q2: 9,641 shares 9,641 $1.23M 0.06% -154 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,296 shares; 2025Q2: 17,181 shares; 2025Q3: 21,572 shares; 2025Q4: 25,135 shares; 2026Q1: 29,746 shares; 2026Q2: 33,704 shares 33,704 $1.21M 0.06% +3,958 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,974 shares; 2025Q2: 18,300 shares; 2025Q3: 23,200 shares; 2025Q4: 27,079 shares; 2026Q1: 32,112 shares; 2026Q2: 36,358 shares 36,358 $1.21M 0.06% +4,246 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: 21,083 shares; 2024Q4: 20,949 shares; 2025Q1: 21,760 shares; 2025Q2: 21,492 shares; 2025Q3: 19,978 shares; 2025Q4: 19,573 shares; 2026Q1: 19,280 shares; 2026Q2: 19,420 shares 19,420 $1.2M 0.06% +140 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,684 shares; 2025Q2: 16,522 shares; 2025Q3: 20,852 shares; 2025Q4: 24,243 shares; 2026Q1: 28,699 shares; 2026Q2: 32,527 shares 32,527 $1.2M 0.06% +3,828 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,847 shares; 2024Q4: 5,946 shares; 2025Q1: 7,371 shares; 2025Q2: 7,656 shares; 2025Q3: 8,069 shares; 2025Q4: 16,155 shares; 2026Q1: 16,889 shares; 2026Q2: 17,725 shares 17,725 $1.19M 0.06% +836 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: 3,006 shares; 2024Q4: 3,123 shares; 2025Q1: 3,456 shares; 2025Q2: 3,629 shares; 2025Q3: 3,800 shares; 2025Q4: 3,890 shares; 2026Q1: 3,499 shares; 2026Q2: 3,467 shares 3,467 $1.19M 0.06% -32 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,084 shares; 2025Q2: 15,773 shares; 2025Q3: 19,928 shares; 2025Q4: 23,236 shares; 2026Q1: 27,557 shares; 2026Q2: 31,285 shares 31,285 $1.19M 0.06% +3,728 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,421 shares; 2026Q1: 24,351 shares; 2026Q2: 23,524 shares 23,524 $1.19M 0.06% -827 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,210 shares; 2024Q4: 12,369 shares; 2025Q1: 13,150 shares; 2025Q2: 14,904 shares; 2025Q3: 20,552 shares; 2025Q4: 39,976 shares; 2026Q1: 34,157 shares; 2026Q2: 34,495 shares 34,495 $1.17M 0.06% +338 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,836 shares; 2024Q4: 11,473 shares; 2025Q1: 11,286 shares; 2025Q2: 11,911 shares; 2025Q3: 12,445 shares; 2025Q4: 12,956 shares; 2026Q1: 13,375 shares; 2026Q2: 13,775 shares 13,775 $1.15M 0.06% +400 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 6,867 shares; 2025Q2: 7,055 shares; 2025Q3: 8,831 shares; 2025Q4: 10,241 shares; 2026Q1: 8,825 shares; 2026Q2: 7,999 shares 7,999 $1.14M 0.06% -826 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,973 shares; 2024Q4: 17,486 shares; 2025Q1: 17,327 shares; 2025Q2: 18,087 shares; 2025Q3: 18,980 shares; 2025Q4: 20,540 shares; 2026Q1: 21,145 shares; 2026Q2: 21,673 shares 21,673 $1.14M 0.06% +528 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: 2,710 shares; 2024Q4: 2,866 shares; 2025Q1: 4,103 shares; 2025Q2: 3,850 shares; 2025Q3: 2,866 shares; 2025Q4: 4,549 shares; 2026Q1: 3,182 shares; 2026Q2: 3,189 shares 3,189 $1.13M 0.06% +7 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,220 shares; 2025Q3: 8,748 shares; 2025Q4: 16,348 shares; 2026Q1: not reported; 2026Q2: 13,823 shares 13,823 $1.12M 0.06% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,233 shares; 2024Q4: 6,235 shares; 2025Q1: 6,201 shares; 2025Q2: 6,338 shares; 2025Q3: 6,259 shares; 2025Q4: 6,202 shares; 2026Q1: 6,204 shares; 2026Q2: 6,142 shares 6,142 $1.12M 0.06% -62 Timeline PCG PG&E CORP More: the full row for PG&E 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: 65,754 shares; 2026Q1: 63,168 shares; 2026Q2: 65,323 shares 65,323 $1.1M 0.06% +2,155 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 4,344 shares; 2025Q1: 4,821 shares; 2025Q2: 4,834 shares; 2025Q3: 1,869 shares; 2025Q4: 2,106 shares; 2026Q1: 2,005 shares; 2026Q2: 8,778 shares 8,778 $1.09M 0.06% +6,773 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: 6,447 shares; 2024Q4: 6,341 shares; 2025Q1: 7,138 shares; 2025Q2: 7,139 shares; 2025Q3: 6,860 shares; 2025Q4: 8,778 shares; 2026Q1: 7,884 shares; 2026Q2: 7,885 shares 7,885 $1.08M 0.06% +1 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: 2,125 shares; 2024Q4: 2,237 shares; 2025Q1: 2,274 shares; 2025Q2: 2,130 shares; 2025Q3: 2,367 shares; 2025Q4: 2,585 shares; 2026Q1: 2,291 shares; 2026Q2: 2,159 shares 2,159 $1.08M 0.06% -132 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,582 shares; 2025Q4: 6,261 shares; 2026Q1: 6,135 shares; 2026Q2: 6,155 shares 6,155 $1.08M 0.06% +20 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: 2,083 shares; 2024Q4: 2,073 shares; 2025Q1: 2,311 shares; 2025Q2: 2,314 shares; 2025Q3: 2,789 shares; 2025Q4: 3,162 shares; 2026Q1: 2,769 shares; 2026Q2: 2,672 shares 2,672 $1.06M 0.05% -97 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,314 shares; 2025Q1: 11,627 shares; 2025Q2: 11,647 shares; 2025Q3: 13,019 shares; 2025Q4: 16,265 shares; 2026Q1: 24,604 shares; 2026Q2: 21,240 shares 21,240 $1.05M 0.05% -3,364 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,284 shares; 2024Q4: 10,005 shares; 2025Q1: 2,904 shares; 2025Q2: 4,752 shares; 2025Q3: 7,979 shares; 2025Q4: 8,304 shares; 2026Q1: 8,270 shares; 2026Q2: 8,321 shares 8,321 $1.05M 0.05% +51 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: 29,802 shares; 2024Q4: 29,819 shares; 2025Q1: 28,977 shares; 2025Q2: 20,632 shares; 2025Q3: 21,240 shares; 2025Q4: 22,109 shares; 2026Q1: 22,278 shares; 2026Q2: 12,715 shares 12,715 $1.05M 0.05% -9,563 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: 10,628 shares; 2024Q4: 10,687 shares; 2025Q1: 12,186 shares; 2025Q2: 12,453 shares; 2025Q3: 22,245 shares; 2025Q4: 25,307 shares; 2026Q1: 20,038 shares; 2026Q2: 19,414 shares 19,414 $1.04M 0.05% -624 Timeline TNA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,134 shares; 2025Q3: 19,582 shares; 2025Q4: 17,098 shares; 2026Q1: not reported; 2026Q2: 13,617 shares 13,617 $1.02M 0.05% new 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: 2,847 shares; 2024Q4: 2,718 shares; 2025Q1: 2,910 shares; 2025Q2: 3,032 shares; 2025Q3: 2,148 shares; 2025Q4: 4,577 shares; 2026Q1: 4,393 shares; 2026Q2: 4,151 shares 4,151 $1.01M 0.05% -242 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,342 shares; 2024Q4: 14,706 shares; 2025Q1: 14,778 shares; 2025Q2: 14,850 shares; 2025Q3: 16,706 shares; 2025Q4: 16,352 shares; 2026Q1: 14,163 shares; 2026Q2: 13,948 shares 13,948 $1.01M 0.05% -215 Timeline UFEB 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: 32,101 shares; 2025Q2: 33,625 shares; 2025Q3: 31,348 shares; 2025Q4: 27,641 shares; 2026Q1: 26,646 shares; 2026Q2: 25,983 shares 25,983 $1M 0.05% -663 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: 16,411 shares; 2024Q4: 15,535 shares; 2025Q1: 23,942 shares; 2025Q2: 23,313 shares; 2025Q3: 15,123 shares; 2025Q4: 24,087 shares; 2026Q1: 18,217 shares; 2026Q2: 23,597 shares 23,597 $999K 0.05% +5,380 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,779 shares; 2024Q4: 16,101 shares; 2025Q1: 15,536 shares; 2025Q2: 16,042 shares; 2025Q3: 17,101 shares; 2025Q4: 18,221 shares; 2026Q1: 19,472 shares; 2026Q2: 11,876 shares 11,876 $979K 0.05% -7,596 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,449 shares; 2024Q4: 3,559 shares; 2025Q1: 3,875 shares; 2025Q2: 3,894 shares; 2025Q3: 4,061 shares; 2025Q4: 4,124 shares; 2026Q1: 3,629 shares; 2026Q2: 3,100 shares 3,100 $976K 0.05% -529 Timeline SPXL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,369 shares; 2025Q3: 4,151 shares; 2025Q4: 3,528 shares; 2026Q1: not reported; 2026Q2: 3,569 shares 3,569 $966K 0.05% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,893 shares; 2024Q4: 6,003 shares; 2025Q1: 5,708 shares; 2025Q2: 6,152 shares; 2025Q3: 6,632 shares; 2025Q4: 7,117 shares; 2026Q1: 7,695 shares; 2026Q2: 8,039 shares 8,039 $966K 0.05% +344 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,907 shares; 2024Q4: 12,379 shares; 2025Q1: 12,569 shares; 2025Q2: 13,012 shares; 2025Q3: 13,742 shares; 2025Q4: 14,848 shares; 2026Q1: 16,881 shares; 2026Q2: 16,689 shares 16,689 $962K 0.05% -192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 14,879 shares; 2026Q2: 16,587 shares 16,587 $957K 0.05% +1,708 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,280 shares; 2025Q3: 7,888 shares; 2025Q4: 6,608 shares; 2026Q1: not reported; 2026Q2: 6,737 shares 6,737 $955K 0.05% new 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: 2,029 shares; 2024Q4: 2,057 shares; 2025Q1: 2,805 shares; 2025Q2: 2,781 shares; 2025Q3: 2,275 shares; 2025Q4: 4,028 shares; 2026Q1: 3,277 shares; 2026Q2: 2,790 shares 2,790 $944K 0.05% -487 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,131 shares; 2024Q4: 121,524 shares; 2025Q1: 100,572 shares; 2025Q2: 94,855 shares; 2025Q3: 93,989 shares; 2025Q4: 94,435 shares; 2026Q1: 92,022 shares; 2026Q2: 91,225 shares 91,225 $940K 0.05% -797 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: 6,306 shares; 2025Q1: not reported; 2025Q2: 3,202 shares; 2025Q3: 4,473 shares; 2025Q4: 5,664 shares; 2026Q1: 6,253 shares; 2026Q2: 6,903 shares 6,903 $920K 0.05% +650 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,447 shares; 2025Q1: 15,933 shares; 2025Q2: 17,538 shares; 2025Q3: 10,943 shares; 2025Q4: 18,190 shares; 2026Q1: 23,473 shares; 2026Q2: 25,049 shares 25,049 $915K 0.05% +1,576 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: 2,987 shares; 2024Q4: 2,975 shares; 2025Q1: 3,299 shares; 2025Q2: 3,303 shares; 2025Q3: 2,998 shares; 2025Q4: 4,415 shares; 2026Q1: 4,012 shares; 2026Q2: 4,030 shares 4,030 $915K 0.05% +18 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,182 shares; 2025Q3: 7,341 shares; 2025Q4: 7,517 shares; 2026Q1: 6,273 shares; 2026Q2: 6,397 shares 6,397 $893K 0.05% +124 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: 2,818 shares; 2024Q4: 2,994 shares; 2025Q1: 2,732 shares; 2025Q2: 2,645 shares; 2025Q3: 3,492 shares; 2025Q4: 3,396 shares; 2026Q1: 3,614 shares; 2026Q2: 3,410 shares 3,410 $888K 0.05% -204 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: 1,366 shares; 2025Q2: 1,384 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares; 2026Q1: 1,401 shares; 2026Q2: 4,036 shares 4,036 $882K 0.05% +2,635 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,056 shares; 2025Q3: 8,206 shares; 2025Q4: 11,166 shares; 2026Q1: not reported; 2026Q2: 12,533 shares 12,533 $878K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,687 shares; 2025Q3: 3,147 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,484 shares 2,484 $852K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 785 shares; 2026Q2: 878 shares 878 $847K 0.04% +93 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 8,755 shares; 2025Q3: 9,371 shares; 2025Q4: 10,262 shares; 2026Q1: 11,525 shares; 2026Q2: 11,759 shares 11,759 $846K 0.04% +234 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,142 shares; 2024Q4: 9,591 shares; 2025Q1: 66,366 shares; 2025Q2: 34,186 shares; 2025Q3: 9,341 shares; 2025Q4: 11,258 shares; 2026Q1: 42,928 shares; 2026Q2: 14,535 shares 14,535 $846K 0.04% -28,393 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,728 shares; 2024Q4: 12,407 shares; 2025Q1: 14,447 shares; 2025Q2: 14,509 shares; 2025Q3: 12,004 shares; 2025Q4: 11,542 shares; 2026Q1: 8,738 shares; 2026Q2: 8,713 shares 8,713 $837K 0.04% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,653 shares; 2025Q3: 6,168 shares; 2025Q4: 6,303 shares; 2026Q1: 4,705 shares; 2026Q2: 4,713 shares 4,713 $833K 0.04% +8 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 5,283 shares; 2025Q1: 7,217 shares; 2025Q2: 7,432 shares; 2025Q3: 8,282 shares; 2025Q4: 8,310 shares; 2026Q1: 8,624 shares; 2026Q2: 9,440 shares 9,440 $824K 0.04% +816 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: 39,131 shares; 2024Q4: 35,235 shares; 2025Q1: 35,171 shares; 2025Q2: 30,751 shares; 2025Q3: 21,946 shares; 2025Q4: 21,994 shares; 2026Q1: 17,104 shares; 2026Q2: 17,076 shares 17,076 $823K 0.04% -28 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,650 shares; 2024Q4: 28,774 shares; 2025Q1: 27,562 shares; 2025Q2: 26,519 shares; 2025Q3: 26,519 shares; 2025Q4: 26,519 shares; 2026Q1: 26,519 shares; 2026Q2: 26,519 shares 26,519 $818K 0.04% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,826 shares; 2024Q4: 12,692 shares; 2025Q1: 12,492 shares; 2025Q2: 12,192 shares; 2025Q3: 12,734 shares; 2025Q4: 12,524 shares; 2026Q1: 12,524 shares; 2026Q2: 12,524 shares 12,524 $809K 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,824 shares; 2024Q4: 7,788 shares; 2025Q1: 7,394 shares; 2025Q2: 7,623 shares; 2025Q3: 7,884 shares; 2025Q4: 8,086 shares; 2026Q1: 8,270 shares; 2026Q2: 5,594 shares 5,594 $809K 0.04% -2,676 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,645 shares; 2024Q4: 15,253 shares; 2025Q1: 14,243 shares; 2025Q2: 13,789 shares; 2025Q3: 13,795 shares; 2025Q4: 14,125 shares; 2026Q1: 14,129 shares; 2026Q2: 14,133 shares 14,133 $800K 0.04% +4 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,959 shares; 2024Q4: 6,969 shares; 2025Q1: 7,381 shares; 2025Q2: 8,119 shares; 2025Q3: 4,560 shares; 2025Q4: 4,446 shares; 2026Q1: 4,232 shares; 2026Q2: 1,915 shares 1,915 $796K 0.04% -2,317 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,643 shares; 2025Q3: 2,015 shares; 2025Q4: 2,291 shares; 2026Q1: 1,990 shares; 2026Q2: 1,784 shares 1,784 $796K 0.04% -206 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: 893 shares; 2024Q4: 950 shares; 2025Q1: 995 shares; 2025Q2: 987 shares; 2025Q3: 1,019 shares; 2025Q4: 1,208 shares; 2026Q1: 1,267 shares; 2026Q2: 1,250 shares 1,250 $793K 0.04% -17 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488 shares; 2026Q2: 681 shares 681 $786K 0.04% +193 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,823 shares; 2026Q2: 17,693 shares 17,693 $776K 0.04% -130 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,379 shares; 2026Q1: 6,913 shares; 2026Q2: 6,906 shares 6,906 $766K 0.04% -7 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: 1,769 shares; 2024Q4: 1,873 shares; 2025Q1: 2,691 shares; 2025Q2: 2,943 shares; 2025Q3: 1,857 shares; 2025Q4: 3,543 shares; 2026Q1: 2,374 shares; 2026Q2: 2,530 shares 2,530 $760K 0.04% +156 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 7,466 shares; 2025Q1: 8,144 shares; 2025Q2: 9,776 shares; 2025Q3: 9,806 shares; 2025Q4: 9,792 shares; 2026Q1: 13,843 shares; 2026Q2: 14,935 shares 14,935 $747K 0.04% +1,092 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: 1,562 shares; 2024Q4: 1,271 shares; 2025Q1: 1,229 shares; 2025Q2: 1,008 shares; 2025Q3: 954 shares; 2025Q4: 956 shares; 2026Q1: 946 shares; 2026Q2: 957 shares 957 $730K 0.04% +11 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: 3,217 shares 3,217 $720K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: 3,038 shares; 2026Q1: 3,068 shares; 2026Q2: 2,815 shares 2,815 $719K 0.04% -253 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: 3,204 shares 3,204 $708K 0.04% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,641 shares; 2024Q4: 9,729 shares; 2025Q1: 10,221 shares; 2025Q2: 10,682 shares; 2025Q3: 10,533 shares; 2025Q4: 12,106 shares; 2026Q1: 11,988 shares; 2026Q2: 12,386 shares 12,386 $698K 0.04% +398 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares; 2026Q1: 6,684 shares; 2026Q2: 6,788 shares 6,788 $698K 0.04% +104 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: 1,964 shares; 2024Q4: 1,871 shares; 2025Q1: 1,940 shares; 2025Q2: 1,956 shares; 2025Q3: 1,953 shares; 2025Q4: 2,114 shares; 2026Q1: 1,935 shares; 2026Q2: 1,936 shares 1,936 $698K 0.04% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,723 shares; 2024Q4: 10,496 shares; 2025Q1: 11,882 shares; 2025Q2: 11,497 shares; 2025Q3: 10,993 shares; 2025Q4: 12,270 shares; 2026Q1: 14,219 shares; 2026Q2: 13,730 shares 13,730 $694K 0.04% -489 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: 8,448 shares; 2024Q4: 8,475 shares; 2025Q1: 8,610 shares; 2025Q2: 8,575 shares; 2025Q3: 8,246 shares; 2025Q4: 7,585 shares; 2026Q1: 7,584 shares; 2026Q2: 7,452 shares 7,452 $688K 0.04% -132 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: 3,912 shares; 2024Q4: 3,531 shares; 2025Q1: 3,315 shares; 2025Q2: 3,316 shares; 2025Q3: 3,411 shares; 2025Q4: 3,402 shares; 2026Q1: 3,387 shares; 2026Q2: 3,388 shares 3,388 $678K 0.03% +1 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: 5,372 shares; 2024Q4: 5,680 shares; 2025Q1: 6,041 shares; 2025Q2: 6,705 shares; 2025Q3: 7,152 shares; 2025Q4: 8,372 shares; 2026Q1: 8,185 shares; 2026Q2: 8,859 shares 8,859 $669K 0.03% +674 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: 3,866 shares 3,866 $661K 0.03% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,499 shares; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares; 2026Q2: 2,526 shares 2,526 $659K 0.03% -4 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: not reported; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 2,089 shares; 2025Q3: 2,251 shares; 2025Q4: 2,416 shares; 2026Q1: 2,363 shares; 2026Q2: 1,963 shares 1,963 $657K 0.03% -400 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,977 shares; 2024Q4: 18,627 shares; 2025Q1: 19,934 shares; 2025Q2: 20,791 shares; 2025Q3: 29,287 shares; 2025Q4: 38,672 shares; 2026Q1: 34,655 shares; 2026Q2: 34,785 shares 34,785 $656K 0.03% +130 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: 2,628 shares; 2024Q4: 556 shares; 2025Q1: 756 shares; 2025Q2: 764 shares; 2025Q3: 546 shares; 2025Q4: 923 shares; 2026Q1: 695 shares; 2026Q2: 5,444 shares 5,444 $651K 0.03% +4,749 Timeline BUFZ 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: 21,564 shares; 2026Q1: 22,165 shares; 2026Q2: 22,657 shares 22,657 $633K 0.03% +492 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,429 shares; 2026Q1: 6,015 shares; 2026Q2: 6,222 shares 6,222 $623K 0.03% +207 Timeline FIXD 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: 14,764 shares; 2024Q4: 17,692 shares; 2025Q1: 16,471 shares; 2025Q2: 15,969 shares; 2025Q3: 11,927 shares; 2025Q4: 13,519 shares; 2026Q1: 13,976 shares; 2026Q2: 14,219 shares 14,219 $620K 0.03% +243 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,438 shares; 2025Q4: 2,382 shares; 2026Q1: 2,818 shares; 2026Q2: 2,369 shares 2,369 $617K 0.03% -449 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,657 shares; 2024Q4: 5,768 shares; 2025Q1: 6,082 shares; 2025Q2: 2,213 shares; 2025Q3: 1,850 shares; 2025Q4: 2,942 shares; 2026Q1: 2,355 shares; 2026Q2: 2,360 shares 2,360 $603K 0.03% +5 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,954 shares; 2024Q4: 15,200 shares; 2025Q1: 15,730 shares; 2025Q2: 15,564 shares; 2025Q3: 15,928 shares; 2025Q4: 15,971 shares; 2026Q1: 14,934 shares; 2026Q2: 15,260 shares 15,260 $602K 0.03% +326 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: 10,668 shares; 2024Q4: 19,941 shares; 2025Q1: 18,616 shares; 2025Q2: 19,602 shares; 2025Q3: 19,939 shares; 2025Q4: 24,241 shares; 2026Q1: 14,014 shares; 2026Q2: 13,647 shares 13,647 $589K 0.03% -367 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,042 shares; 2025Q3: 11,313 shares; 2025Q4: 13,031 shares; 2026Q1: 15,287 shares; 2026Q2: 17,158 shares 17,158 $586K 0.03% +1,871 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,023 shares; 2025Q3: 11,380 shares; 2025Q4: 13,262 shares; 2026Q1: 15,693 shares; 2026Q2: 17,746 shares 17,746 $584K 0.03% +2,053 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,824 shares; 2025Q1: 5,438 shares; 2025Q2: 7,408 shares; 2025Q3: 8,054 shares; 2025Q4: 7,515 shares; 2026Q1: 6,469 shares; 2026Q2: 1,979 shares 1,979 $575K 0.03% -4,490 Timeline JULT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $573K 0.03% 0 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,441 shares; 2025Q3: 11,786 shares; 2025Q4: 13,644 shares; 2026Q1: 16,096 shares; 2026Q2: 18,213 shares 18,213 $569K 0.03% +2,117 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: 11,773 shares; 2024Q4: 11,706 shares; 2025Q1: 11,064 shares; 2025Q2: 10,949 shares; 2025Q3: 10,058 shares; 2025Q4: 11,229 shares; 2026Q1: 10,903 shares; 2026Q2: 10,761 shares 10,761 $567K 0.03% -142 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,137 shares 9,137 $564K 0.03% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,872 shares; 2025Q3: 9,954 shares; 2025Q4: 11,611 shares; 2026Q1: 13,773 shares; 2026Q2: 15,623 shares 15,623 $562K 0.03% +1,850 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,175 shares; 2024Q4: 5,676 shares; 2025Q1: 5,477 shares; 2025Q2: 5,187 shares; 2025Q3: 5,261 shares; 2025Q4: 6,736 shares; 2026Q1: 11,350 shares; 2026Q2: 9,987 shares 9,987 $559K 0.03% -1,363 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,906 shares; 2026Q2: 5,301 shares 5,301 $552K 0.03% +1,395 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 10,516 shares; 2026Q1: not reported; 2026Q2: 15,647 shares 15,647 $547K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 1,777 shares 1,777 $536K 0.03% +1,605 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,904 shares; 2024Q4: 8,007 shares; 2025Q1: 7,519 shares; 2025Q2: 7,803 shares; 2025Q3: 8,237 shares; 2025Q4: 8,653 shares; 2026Q1: 9,200 shares; 2026Q2: 9,655 shares 9,655 $536K 0.03% +455 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,947 shares; 2025Q2: 25,567 shares; 2025Q3: 19,745 shares; 2025Q4: 20,284 shares; 2026Q1: 14,012 shares; 2026Q2: 13,508 shares 13,508 $535K 0.03% -504 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: 231 shares; 2024Q4: 245 shares; 2025Q1: 271 shares; 2025Q2: 270 shares; 2025Q3: 384 shares; 2025Q4: 4,137 shares; 2026Q1: 3,952 shares; 2026Q2: 5,377 shares 5,377 $534K 0.03% +1,425 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,989 shares; 2025Q2: 4,961 shares; 2025Q3: 4,530 shares; 2025Q4: 4,525 shares; 2026Q1: 5,384 shares; 2026Q2: 5,322 shares 5,322 $534K 0.03% -62 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 11,273 shares; 2025Q1: 4,794 shares; 2025Q2: 8,677 shares; 2025Q3: 7,056 shares; 2025Q4: 9,626 shares; 2026Q1: 3,593 shares; 2026Q2: 3,607 shares 3,607 $528K 0.03% +14 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,749 shares; 2024Q4: 5,769 shares; 2025Q1: 5,452 shares; 2025Q2: 4,219 shares; 2025Q3: 4,553 shares; 2025Q4: 4,793 shares; 2026Q1: 4,970 shares; 2026Q2: 4,724 shares 4,724 $528K 0.03% -246 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: 1,069 shares; 2024Q4: 1,047 shares; 2025Q1: 3,454 shares; 2025Q2: 3,530 shares; 2025Q3: 1,426 shares; 2025Q4: 3,399 shares; 2026Q1: 1,758 shares; 2026Q2: 1,738 shares 1,738 $527K 0.03% -20 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,144 shares; 2026Q1: 17,143 shares; 2026Q2: 17,163 shares 17,163 $518K 0.03% +20 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: 6,662 shares; 2024Q4: 5,964 shares; 2025Q1: 8,201 shares; 2025Q2: 8,156 shares; 2025Q3: 4,946 shares; 2025Q4: 8,204 shares; 2026Q1: 5,480 shares; 2026Q2: 5,343 shares 5,343 $515K 0.03% -137 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: 2,697 shares; 2024Q4: 2,329 shares; 2025Q1: 2,465 shares; 2025Q2: 2,383 shares; 2025Q3: 1,747 shares; 2025Q4: 2,264 shares; 2026Q1: 1,748 shares; 2026Q2: 1,722 shares 1,722 $515K 0.03% -26 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,003 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,039 shares; 2026Q1: 1,032 shares; 2026Q2: 1,039 shares 1,039 $514K 0.03% +7 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,361 shares; 2026Q2: 1,698 shares 1,698 $511K 0.03% +337 Timeline VDC 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: 2,407 shares; 2024Q4: 2,273 shares; 2025Q1: 2,054 shares; 2025Q2: 2,026 shares; 2025Q3: 2,255 shares; 2025Q4: 2,193 shares; 2026Q1: 4,251 shares; 2026Q2: 2,246 shares 2,246 $506K 0.03% -2,005 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: 7,885 shares; 2024Q4: 8,179 shares; 2025Q1: 8,633 shares; 2025Q2: 11,249 shares; 2025Q3: 13,135 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares; 2026Q2: 4,926 shares 4,926 $503K 0.03% -154 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 6,399 shares 6,399 $498K 0.03% new Timeline FICS 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: 7,524 shares; 2025Q4: 8,829 shares; 2026Q1: 10,715 shares; 2026Q2: 11,696 shares 11,696 $489K 0.03% +981 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528 shares; 2026Q2: 675 shares 675 $488K 0.03% +147 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,189 shares; 2024Q4: 11,911 shares; 2025Q1: 10,453 shares; 2025Q2: 10,072 shares; 2025Q3: 10,072 shares; 2025Q4: 9,913 shares; 2026Q1: 9,913 shares; 2026Q2: 9,913 shares 9,913 $487K 0.02% 0 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: 572 shares; 2024Q4: 574 shares; 2025Q1: 615 shares; 2025Q2: 614 shares; 2025Q3: 877 shares; 2025Q4: 1,023 shares; 2026Q1: 992 shares; 2026Q2: 943 shares 943 $484K 0.02% -49 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,269 shares; 2025Q1: 3,268 shares; 2025Q2: 3,353 shares; 2025Q3: 3,105 shares; 2025Q4: 4,381 shares; 2026Q1: 3,607 shares; 2026Q2: 3,192 shares 3,192 $484K 0.02% -415 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,037 shares; 2024Q4: 16,413 shares; 2025Q1: 18,676 shares; 2025Q2: 8,122 shares; 2025Q3: 6,754 shares; 2025Q4: 8,571 shares; 2026Q1: 7,333 shares; 2026Q2: 6,269 shares 6,269 $483K 0.02% -1,064 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: 13,304 shares; 2024Q4: 12,414 shares; 2025Q1: 14,812 shares; 2025Q2: 15,207 shares; 2025Q3: 11,875 shares; 2025Q4: 14,850 shares; 2026Q1: 11,792 shares; 2026Q2: 11,801 shares 11,801 $480K 0.02% +9 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: 7,865 shares; 2024Q4: 8,906 shares; 2025Q1: 12,174 shares; 2025Q2: 11,918 shares; 2025Q3: 9,854 shares; 2025Q4: 11,667 shares; 2026Q1: 8,727 shares; 2026Q2: 8,382 shares 8,382 $478K 0.02% -345 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,678 shares; 2024Q4: 21,215 shares; 2025Q1: 18,915 shares; 2025Q2: 18,915 shares; 2025Q3: 18,915 shares; 2025Q4: 18,915 shares; 2026Q1: 18,665 shares; 2026Q2: 18,665 shares 18,665 $476K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,331 shares; 2025Q1: 3,328 shares; 2025Q2: 3,278 shares; 2025Q3: 3,401 shares; 2025Q4: 3,490 shares; 2026Q1: 3,503 shares; 2026Q2: 3,253 shares 3,253 $475K 0.02% -250 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,224 shares; 2026Q1: 5,885 shares; 2026Q2: 6,160 shares 6,160 $469K 0.02% +275 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: 1,993 shares; 2024Q4: 4,673 shares; 2025Q1: 4,208 shares; 2025Q2: 3,737 shares; 2025Q3: 3,417 shares; 2025Q4: 3,838 shares; 2026Q1: 3,409 shares; 2026Q2: 17,045 shares 17,045 $467K 0.02% +13,636 Timeline GDMN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,070 shares; 2025Q4: 7,637 shares; 2026Q1: 6,595 shares; 2026Q2: 6,278 shares 6,278 $455K 0.02% -317 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: 2,434 shares; 2024Q4: 2,774 shares; 2025Q1: 4,796 shares; 2025Q2: 4,746 shares; 2025Q3: 2,506 shares; 2025Q4: 5,666 shares; 2026Q1: 3,326 shares; 2026Q2: 3,340 shares 3,340 $452K 0.02% +14 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,538 shares; 2024Q4: 6,142 shares; 2025Q1: 6,386 shares; 2025Q2: 6,387 shares; 2025Q3: 6,119 shares; 2025Q4: 6,521 shares; 2026Q1: 6,240 shares; 2026Q2: 6,004 shares 6,004 $440K 0.02% -236 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 5,375 shares; 2025Q1: 5,295 shares; 2025Q2: 5,838 shares; 2025Q3: 6,991 shares; 2025Q4: 7,768 shares; 2026Q1: 8,745 shares; 2026Q2: 12,540 shares 12,540 $436K 0.02% +3,795 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 5,716 shares; 2025Q1: 5,839 shares; 2025Q2: 5,982 shares; 2025Q3: 6,342 shares; 2025Q4: 6,889 shares; 2026Q1: 7,654 shares; 2026Q2: 7,538 shares 7,538 $436K 0.02% -116 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: 23,518 shares; 2024Q4: 7,847 shares; 2025Q1: 41,413 shares; 2025Q2: 34,039 shares; 2025Q3: 5,898 shares; 2025Q4: 5,443 shares; 2026Q1: 6,213 shares; 2026Q2: 5,251 shares 5,251 $434K 0.02% -962 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,744 shares; 2026Q1: 6,478 shares; 2026Q2: 6,362 shares 6,362 $430K 0.02% -116 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: 2,684 shares; 2024Q4: 2,704 shares; 2025Q1: 2,704 shares; 2025Q2: 469 shares; 2025Q3: 359 shares; 2025Q4: 484 shares; 2026Q1: 389 shares; 2026Q2: 425 shares 425 $430K 0.02% +36 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,043 shares 10,043 $429K 0.02% new 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: not reported; 2024Q4: 11,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,097 shares; 2026Q1: 3,222 shares; 2026Q2: 3,350 shares 3,350 $428K 0.02% +128 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: 11,039 shares; 2024Q4: 9,729 shares; 2025Q1: 23,931 shares; 2025Q2: 5,960 shares; 2025Q3: not reported; 2025Q4: 4,876 shares; 2026Q1: 6,353 shares; 2026Q2: 4,952 shares 4,952 $428K 0.02% -1,401 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,844 shares; 2024Q4: 53,989 shares; 2025Q1: 46,473 shares; 2025Q2: 42,221 shares; 2025Q3: 37,380 shares; 2025Q4: 35,735 shares; 2026Q1: 36,574 shares; 2026Q2: 36,859 shares 36,859 $425K 0.02% +285 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: 1,971 shares; 2024Q4: 4,075 shares; 2025Q1: 3,781 shares; 2025Q2: 3,531 shares; 2025Q3: 3,872 shares; 2025Q4: 3,993 shares; 2026Q1: 4,094 shares; 2026Q2: 3,667 shares 3,667 $421K 0.02% -427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,131 shares; 2026Q1: 8,259 shares; 2026Q2: 8,821 shares 8,821 $418K 0.02% +562 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,774 shares; 2026Q1: 7,949 shares; 2026Q2: 9,126 shares 9,126 $417K 0.02% +1,177 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,770 shares; 2025Q1: 2,857 shares; 2025Q2: 2,832 shares; 2025Q3: 2,628 shares; 2025Q4: 2,740 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $412K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,363 shares; 2025Q2: 41,263 shares; 2025Q3: 18,567 shares; 2025Q4: 36,351 shares; 2026Q1: 20,497 shares; 2026Q2: 19,798 shares 19,798 $410K 0.02% -699 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,560 shares; 2024Q4: 27,772 shares; 2025Q1: 22,272 shares; 2025Q2: 22,572 shares; 2025Q3: 21,469 shares; 2025Q4: 21,809 shares; 2026Q1: 21,477 shares; 2026Q2: 22,511 shares 22,511 $404K 0.02% +1,034 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 2,740 shares; 2025Q2: 2,728 shares; 2025Q3: 2,868 shares; 2025Q4: 2,743 shares; 2026Q1: 2,776 shares; 2026Q2: 2,693 shares 2,693 $398K 0.02% -83 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: not reported; 2024Q4: not reported; 2025Q1: 6,535 shares; 2025Q2: 6,083 shares; 2025Q3: 2,165 shares; 2025Q4: 7,498 shares; 2026Q1: 3,811 shares; 2026Q2: 3,811 shares 3,811 $396K 0.02% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,015 shares; 2025Q2: 12,015 shares; 2025Q3: 12,015 shares; 2025Q4: 9,180 shares; 2026Q1: 9,180 shares; 2026Q2: 9,180 shares 9,180 $388K 0.02% 0 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: 724 shares; 2024Q4: 728 shares; 2025Q1: 714 shares; 2025Q2: 716 shares; 2025Q3: 728 shares; 2025Q4: 730 shares; 2026Q1: 738 shares; 2026Q2: 739 shares 739 $387K 0.02% +1 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: 5,410 shares; 2025Q1: 5,331 shares; 2025Q2: 4,904 shares; 2025Q3: 4,908 shares; 2025Q4: 5,482 shares; 2026Q1: 4,911 shares; 2026Q2: 4,994 shares 4,994 $386K 0.02% +83 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,485 shares; 2025Q3: 9,518 shares; 2025Q4: 9,811 shares; 2026Q1: 6,437 shares; 2026Q2: 6,393 shares 6,393 $382K 0.02% -44 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,363 shares; 2026Q1: 1,568 shares; 2026Q2: 1,794 shares 1,794 $380K 0.02% +226 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,811 shares; 2024Q4: 16,755 shares; 2025Q1: 14,384 shares; 2025Q2: 14,384 shares; 2025Q3: 14,419 shares; 2025Q4: 14,370 shares; 2026Q1: 14,290 shares; 2026Q2: 14,136 shares 14,136 $377K 0.02% -154 Timeline LMBS 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: 5,995 shares; 2026Q2: 7,495 shares 7,495 $373K 0.02% +1,500 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,609 shares; 2025Q1: 1,494 shares; 2025Q2: 1,559 shares; 2025Q3: 1,362 shares; 2025Q4: 1,686 shares; 2026Q1: 1,502 shares; 2026Q2: 1,497 shares 1,497 $372K 0.02% -5 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 4,566 shares; 2026Q1: 4,566 shares; 2026Q2: 4,566 shares 4,566 $371K 0.02% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,882 shares; 2025Q1: 3,756 shares; 2025Q2: 3,669 shares; 2025Q3: 3,452 shares; 2025Q4: 3,870 shares; 2026Q1: 3,241 shares; 2026Q2: 3,253 shares 3,253 $370K 0.02% +12 Timeline TFI 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: 8,034 shares; 2026Q1: 8,007 shares; 2026Q2: 8,008 shares 8,008 $367K 0.02% +1 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: not reported; 2024Q4: 9,000 shares; 2025Q1: 9,886 shares; 2025Q2: 13,226 shares; 2025Q3: 4,206 shares; 2025Q4: 11,705 shares; 2026Q1: 9,970 shares; 2026Q2: 7,108 shares 7,108 $363K 0.02% -2,862 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: 8,630 shares; 2024Q4: 8,913 shares; 2025Q1: 6,725 shares; 2025Q2: 16,106 shares; 2025Q3: 22,991 shares; 2025Q4: 4,685 shares; 2026Q1: 4,682 shares; 2026Q2: 4,678 shares 4,678 $362K 0.02% -4 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares; 2026Q2: 4,697 shares 4,697 $358K 0.02% -855 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: 1,568 shares; 2024Q4: 2,429 shares; 2025Q1: 3,965 shares; 2025Q2: not reported; 2025Q3: 2,351 shares; 2025Q4: 3,692 shares; 2026Q1: 2,184 shares; 2026Q2: 2,191 shares 2,191 $355K 0.02% +7 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: not reported; 2024Q4: 4,006 shares; 2025Q1: 18,799 shares; 2025Q2: 16,582 shares; 2025Q3: not reported; 2025Q4: 18,094 shares; 2026Q1: 4,824 shares; 2026Q2: 5,744 shares 5,744 $352K 0.02% +920 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,293 shares; 2026Q1: 7,055 shares; 2026Q2: 7,638 shares 7,638 $350K 0.02% +583 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,001 shares; 2024Q4: 49,394 shares; 2025Q1: 64,824 shares; 2025Q2: 65,189 shares; 2025Q3: 31,709 shares; 2025Q4: 63,196 shares; 2026Q1: 33,943 shares; 2026Q2: 33,211 shares 33,211 $349K 0.02% -732 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: 5,613 shares; 2024Q4: 5,641 shares; 2025Q1: 4,165 shares; 2025Q2: 4,740 shares; 2025Q3: 5,532 shares; 2025Q4: 5,221 shares; 2026Q1: 5,269 shares; 2026Q2: 4,605 shares 4,605 $348K 0.02% -664 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 8,774 shares; 2025Q2: 5,122 shares; 2025Q3: 5,011 shares; 2025Q4: 4,942 shares; 2026Q1: 3,922 shares; 2026Q2: 3,922 shares 3,922 $347K 0.02% 0 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: 4,031 shares; 2024Q4: 4,307 shares; 2025Q1: 7,451 shares; 2025Q2: 9,655 shares; 2025Q3: 7,027 shares; 2025Q4: 10,154 shares; 2026Q1: 3,288 shares; 2026Q2: 3,677 shares 3,677 $345K 0.02% +389 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: 8,278 shares; 2024Q4: 12,481 shares; 2025Q1: 16,982 shares; 2025Q2: 17,221 shares; 2025Q3: 12,320 shares; 2025Q4: 17,403 shares; 2026Q1: 12,440 shares; 2026Q2: 12,452 shares 12,452 $345K 0.02% +12 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,030 shares; 2026Q2: 1,036 shares 1,036 $342K 0.02% +6 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: not reported; 2024Q4: not reported; 2025Q1: 2,214 shares; 2025Q2: 2,267 shares; 2025Q3: 2,489 shares; 2025Q4: 2,644 shares; 2026Q1: 2,966 shares; 2026Q2: 3,575 shares 3,575 $342K 0.02% +609 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,397 shares; 2024Q4: 32,199 shares; 2025Q1: 10,714 shares; 2025Q2: 10,785 shares; 2025Q3: 10,514 shares; 2025Q4: 11,816 shares; 2026Q1: 11,243 shares; 2026Q2: 11,543 shares 11,543 $338K 0.02% +300 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares; 2026Q1: 1,179 shares; 2026Q2: 1,253 shares 1,253 $337K 0.02% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,605 shares; 2026Q2: 8,605 shares 8,605 $333K 0.02% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,814 shares; 2025Q2: 4,914 shares; 2025Q3: 3,270 shares; 2025Q4: 7,531 shares; 2026Q1: 3,284 shares; 2026Q2: 3,033 shares 3,033 $332K 0.02% -251 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,826 shares; 2024Q4: 11,068 shares; 2025Q1: 10,701 shares; 2025Q2: 3,649 shares; 2025Q3: 3,960 shares; 2025Q4: 4,142 shares; 2026Q1: 4,259 shares; 2026Q2: 4,265 shares 4,265 $331K 0.02% +6 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,524 shares; 2024Q4: 24,970 shares; 2025Q1: 30,046 shares; 2025Q2: 30,511 shares; 2025Q3: 32,017 shares; 2025Q4: 32,712 shares; 2026Q1: 21,529 shares; 2026Q2: 5,244 shares 5,244 $330K 0.02% -16,285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,015 shares; 2026Q2: 1,981 shares 1,981 $325K 0.02% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,105 shares; 2026Q1: 3,103 shares; 2026Q2: 3,165 shares 3,165 $323K 0.02% +62 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,121 shares; 2025Q4: 5,197 shares; 2026Q1: 4,339 shares; 2026Q2: 4,173 shares 4,173 $323K 0.02% -166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 2,941 shares; 2026Q2: 3,575 shares 3,575 $322K 0.02% +634 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,043 shares; 2024Q4: 108,384 shares; 2025Q1: 116,957 shares; 2025Q2: 113,157 shares; 2025Q3: 3,314 shares; 2025Q4: 3,308 shares; 2026Q1: 3,437 shares; 2026Q2: 3,480 shares 3,480 $321K 0.02% +43 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,925 shares; 2025Q3: 15,046 shares; 2025Q4: 11,690 shares; 2026Q1: 8,431 shares; 2026Q2: 2,483 shares 2,483 $320K 0.02% -5,948 Timeline BBLU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,408 shares 19,408 $320K 0.02% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,631 shares; 2024Q4: 3,606 shares; 2025Q1: 3,424 shares; 2025Q2: 3,400 shares; 2025Q3: 3,349 shares; 2025Q4: 3,641 shares; 2026Q1: 3,619 shares; 2026Q2: 3,265 shares 3,265 $315K 0.02% -354 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: 6,762 shares; 2024Q4: 5,696 shares; 2025Q1: 5,555 shares; 2025Q2: 11,420 shares; 2025Q3: 12,395 shares; 2025Q4: 11,970 shares; 2026Q1: 13,545 shares; 2026Q2: 6,532 shares 6,532 $314K 0.02% -7,013 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,121 shares; 2026Q1: not reported; 2026Q2: 7,785 shares 7,785 $313K 0.02% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,867 shares; 2026Q1: 5,600 shares; 2026Q2: 5,991 shares 5,991 $312K 0.02% +391 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 727 shares; 2025Q2: 724 shares; 2025Q3: 688 shares; 2025Q4: 742 shares; 2026Q1: 688 shares; 2026Q2: 678 shares 678 $311K 0.02% -10 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: 2,330 shares; 2024Q4: 2,372 shares; 2025Q1: 2,364 shares; 2025Q2: 2,764 shares; 2025Q3: 2,964 shares; 2025Q4: 3,143 shares; 2026Q1: 3,239 shares; 2026Q2: 982 shares 982 $308K 0.02% -2,257 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,549 shares; 2025Q2: 1,576 shares; 2025Q3: 1,477 shares; 2025Q4: 1,564 shares; 2026Q1: 1,462 shares; 2026Q2: 1,346 shares 1,346 $305K 0.02% -116 Timeline DFGX 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: 5,482 shares; 2024Q4: 4,787 shares; 2025Q1: 5,104 shares; 2025Q2: 5,294 shares; 2025Q3: 5,330 shares; 2025Q4: 5,226 shares; 2026Q1: 5,528 shares; 2026Q2: 5,683 shares 5,683 $305K 0.02% +155 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,554 shares 3,554 $304K 0.02% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,984 shares; 2026Q2: 6,133 shares 6,133 $303K 0.02% +149 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: 3,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472 shares 472 $303K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 663 shares; 2026Q1: not reported; 2026Q2: 577 shares 577 $297K 0.02% new Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,612 shares; 2024Q4: 7,612 shares; 2025Q1: 7,612 shares; 2025Q2: 7,612 shares; 2025Q3: 7,612 shares; 2025Q4: 7,612 shares; 2026Q1: 7,612 shares; 2026Q2: 7,612 shares 7,612 $297K 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,741 shares; 2025Q1: 4,713 shares; 2025Q2: 5,167 shares; 2025Q3: 5,487 shares; 2025Q4: 5,522 shares; 2026Q1: 5,774 shares; 2026Q2: 5,774 shares 5,774 $295K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,409 shares; 2025Q1: 2,904 shares; 2025Q2: 2,950 shares; 2025Q3: 3,255 shares; 2025Q4: 3,986 shares; 2026Q1: 3,371 shares; 2026Q2: 3,247 shares 3,247 $295K 0.02% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,642 shares; 2026Q1: 5,571 shares; 2026Q2: 5,338 shares 5,338 $292K 0.01% -233 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 847 shares; 2026Q2: 848 shares 848 $289K 0.01% +1 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,961 shares; 2024Q4: 23,602 shares; 2025Q1: 21,720 shares; 2025Q2: 20,359 shares; 2025Q3: 18,745 shares; 2025Q4: 18,745 shares; 2026Q1: 18,245 shares; 2026Q2: 12,807 shares 12,807 $285K 0.01% -5,438 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,428 shares; 2024Q4: 3,417 shares; 2025Q1: 3,517 shares; 2025Q2: 3,517 shares; 2025Q3: 3,919 shares; 2025Q4: 4,633 shares; 2026Q1: 2,496 shares; 2026Q2: 2,466 shares 2,466 $283K 0.01% -30 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 735 shares; 2025Q4: 751 shares; 2026Q1: 790 shares; 2026Q2: 798 shares 798 $283K 0.01% +8 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,160 shares; 2024Q4: 10,381 shares; 2025Q1: 10,608 shares; 2025Q2: 10,845 shares; 2025Q3: 11,063 shares; 2025Q4: 11,289 shares; 2026Q1: 11,513 shares; 2026Q2: 11,749 shares 11,749 $282K 0.01% +236 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,651 shares; 2026Q1: 3,736 shares; 2026Q2: 3,724 shares 3,724 $281K 0.01% -12 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: 2,832 shares; 2025Q1: 2,780 shares; 2025Q2: 2,649 shares; 2025Q3: 2,280 shares; 2025Q4: 2,310 shares; 2026Q1: 2,121 shares; 2026Q2: 2,048 shares 2,048 $280K 0.01% -73 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,456 shares; 2026Q1: 3,697 shares; 2026Q2: 3,697 shares 3,697 $279K 0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 4,792 shares; 2025Q1: 4,562 shares; 2025Q2: 4,375 shares; 2025Q3: 4,357 shares; 2025Q4: 4,234 shares; 2026Q1: 4,234 shares; 2026Q2: 2,606 shares 2,606 $277K 0.01% -1,628 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 5,533 shares; 2025Q1: 5,718 shares; 2025Q2: 5,809 shares; 2025Q3: 3,047 shares; 2025Q4: 2,928 shares; 2026Q1: 2,814 shares; 2026Q2: 2,975 shares 2,975 $273K 0.01% +161 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: 13,534 shares; 2024Q4: 11,775 shares; 2025Q1: 14,038 shares; 2025Q2: 12,156 shares; 2025Q3: 10,048 shares; 2025Q4: 11,507 shares; 2026Q1: 11,181 shares; 2026Q2: 11,306 shares 11,306 $272K 0.01% +125 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: 3,260 shares; 2024Q4: not reported; 2025Q1: 3,633 shares; 2025Q2: 2,583 shares; 2025Q3: 4,197 shares; 2025Q4: 4,015 shares; 2026Q1: 4,778 shares; 2026Q2: 2,858 shares 2,858 $270K 0.01% -1,920 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: not reported; 2024Q4: 2,318 shares; 2025Q1: 2,394 shares; 2025Q2: 2,452 shares; 2025Q3: 2,501 shares; 2025Q4: 2,608 shares; 2026Q1: 2,442 shares; 2026Q2: 2,363 shares 2,363 $270K 0.01% -79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,702 shares; 2025Q4: not reported; 2026Q1: 4,525 shares; 2026Q2: 4,523 shares 4,523 $266K 0.01% -2 Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,741 shares; 2026Q2: 8,069 shares 8,069 $260K 0.01% +328 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,841 shares 3,841 $258K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,655 shares; 2024Q4: 4,542 shares; 2025Q1: 4,294 shares; 2025Q2: 3,988 shares; 2025Q3: 3,165 shares; 2025Q4: 3,666 shares; 2026Q1: 2,188 shares; 2026Q2: 2,195 shares 2,195 $257K 0.01% +7 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,680 shares; 2024Q4: not reported; 2025Q1: 4,747 shares; 2025Q2: not reported; 2025Q3: 4,108 shares; 2025Q4: 4,796 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $253K 0.01% 0 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,566 shares; 2026Q1: 4,728 shares; 2026Q2: 5,192 shares 5,192 $252K 0.01% +464 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,989 shares; 2024Q4: 5,343 shares; 2025Q1: 5,347 shares; 2025Q2: 5,450 shares; 2025Q3: 4,832 shares; 2025Q4: 4,839 shares; 2026Q1: 4,843 shares; 2026Q2: 4,969 shares 4,969 $251K 0.01% +126 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,889 shares; 2026Q2: 1,880 shares 1,880 $249K 0.01% -9 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,355 shares; 2025Q4: 1,385 shares; 2026Q1: 1,588 shares; 2026Q2: 1,567 shares 1,567 $249K 0.01% -21 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,250 shares 4,250 $248K 0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: 1,590 shares; 2025Q4: 1,609 shares; 2026Q1: 1,610 shares; 2026Q2: 1,610 shares 1,610 $247K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,962 shares; 2025Q1: 4,004 shares; 2025Q2: 4,120 shares; 2025Q3: 3,698 shares; 2025Q4: 3,127 shares; 2026Q1: 503 shares; 2026Q2: 485 shares 485 $247K 0.01% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 112 shares; 2025Q4: 135 shares; 2026Q1: 134 shares; 2026Q2: 145 shares 145 $246K 0.01% +11 Timeline