IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,846 shares; 2024Q4: 457,672 shares; 2025Q1: 408,743 shares; 2025Q2: 415,027 shares; 2025Q3: 427,130 shares; 2025Q4: 437,911 shares; 2026Q1: 425,380 shares; 2026Q2: 426,551 shares 426,551 $319M 17.07% +1,171 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,649,516 shares; 2025Q2: 3,295,512 shares; 2025Q3: 3,448,937 shares; 2025Q4: 3,606,912 shares; 2026Q1: 3,803,351 shares; 2026Q2: 3,815,632 shares 3,815,632 $160M 8.54% +12,281 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110,656 shares; 2024Q4: 3,345,175 shares; 2025Q1: 3,000,909 shares; 2025Q2: 2,908,580 shares; 2025Q3: 2,928,064 shares; 2025Q4: 2,980,496 shares; 2026Q1: 2,923,473 shares; 2026Q2: 2,867,994 shares 2,867,994 $106M 5.65% -55,479 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421,962 shares; 2024Q4: 1,557,641 shares; 2025Q1: 2,122,697 shares; 2025Q2: 2,390,713 shares; 2025Q3: 2,422,295 shares; 2025Q4: 2,467,211 shares; 2026Q1: 2,500,523 shares; 2026Q2: 2,577,382 shares 2,577,382 $103M 5.53% +76,859 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: 1,025,935 shares; 2024Q4: 1,102,272 shares; 2025Q1: 990,034 shares; 2025Q2: 900,124 shares; 2025Q3: 900,194 shares; 2025Q4: 921,275 shares; 2026Q1: 924,833 shares; 2026Q2: 958,090 shares 958,090 $92.5M 4.94% +33,257 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,812 shares; 2026Q1: 3,120,118 shares; 2026Q2: 3,227,771 shares 3,227,771 $87.8M 4.69% +107,653 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: not reported; 2025Q1: 1,848,865 shares; 2025Q2: 2,237,522 shares; 2025Q3: 2,469,657 shares; 2025Q4: 2,547,521 shares; 2026Q1: 2,698,950 shares; 2026Q2: 2,907,277 shares 2,907,277 $77.1M 4.12% +208,327 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: 288,815 shares; 2024Q4: 282,484 shares; 2025Q1: 270,787 shares; 2025Q2: 268,008 shares; 2025Q3: 261,723 shares; 2025Q4: 258,443 shares; 2026Q1: 257,804 shares; 2026Q2: 259,888 shares 259,888 $75.2M 4.02% +2,084 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: 104,176 shares; 2024Q4: 101,551 shares; 2025Q1: 95,674 shares; 2025Q2: 93,340 shares; 2025Q3: 93,934 shares; 2025Q4: 93,707 shares; 2026Q1: 92,418 shares; 2026Q2: 91,653 shares 91,653 $62.9M 3.36% -765 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,774 shares; 2024Q4: 266,249 shares; 2025Q1: 600,808 shares; 2025Q2: 639,598 shares; 2025Q3: 623,375 shares; 2025Q4: 635,341 shares; 2026Q1: 619,622 shares; 2026Q2: 610,432 shares 610,432 $58.9M 3.15% -9,190 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: 953,742 shares; 2024Q4: 979,925 shares; 2025Q1: 860,422 shares; 2025Q2: 860,497 shares; 2025Q3: 917,282 shares; 2025Q4: 946,255 shares; 2026Q1: 970,719 shares; 2026Q2: 1,071,914 shares 1,071,914 $54.1M 2.89% +101,195 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: 143,624 shares; 2024Q4: 154,138 shares; 2025Q1: 162,039 shares; 2025Q2: 166,087 shares; 2025Q3: 169,242 shares; 2025Q4: 186,009 shares; 2026Q1: 425,101 shares; 2026Q2: 437,312 shares 437,312 $38.4M 2.05% +12,211 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,666 shares; 2024Q4: 56,035 shares; 2025Q1: 288,102 shares; 2025Q2: 309,343 shares; 2025Q3: 313,321 shares; 2025Q4: 317,717 shares; 2026Q1: 310,080 shares; 2026Q2: 305,286 shares 305,286 $33.3M 1.78% -4,794 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810,298 shares; 2024Q4: 849,210 shares; 2025Q1: 880,339 shares; 2025Q2: 738,126 shares; 2025Q3: 808,857 shares; 2025Q4: 852,260 shares; 2026Q1: 915,182 shares; 2026Q2: 945,414 shares 945,414 $31.9M 1.7% +30,232 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: 121,152 shares; 2024Q4: 107,551 shares; 2025Q1: 120,991 shares; 2025Q2: 114,710 shares; 2025Q3: 107,139 shares; 2025Q4: 103,342 shares; 2026Q1: 127,495 shares; 2026Q2: 129,282 shares 129,282 $25.9M 1.38% +1,787 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: 88,711 shares; 2024Q4: 87,530 shares; 2025Q1: 77,567 shares; 2025Q2: 76,747 shares; 2025Q3: 66,445 shares; 2025Q4: 62,832 shares; 2026Q1: 69,805 shares; 2026Q2: 70,027 shares 70,027 $25M 1.34% +222 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: 68,273 shares; 2024Q4: 65,956 shares; 2025Q1: 56,906 shares; 2025Q2: 52,102 shares; 2025Q3: 49,450 shares; 2025Q4: 48,711 shares; 2026Q1: 51,932 shares; 2026Q2: 51,978 shares 51,978 $19.4M 1.04% +46 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: 391,294 shares; 2024Q4: 398,770 shares; 2025Q1: 531,434 shares; 2025Q2: 557,041 shares; 2025Q3: 566,069 shares; 2025Q4: 534,840 shares; 2026Q1: 102,610 shares; 2026Q2: 79,805 shares 79,805 $17.5M 0.94% -22,805 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: 71,732 shares; 2024Q4: 69,030 shares; 2025Q1: 62,867 shares; 2025Q2: 62,427 shares; 2025Q3: 58,895 shares; 2025Q4: 58,041 shares; 2026Q1: 60,974 shares; 2026Q2: 60,545 shares 60,545 $14.4M 0.77% -429 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: 39,535 shares; 2024Q4: 36,634 shares; 2025Q1: 26,704 shares; 2025Q2: 24,904 shares; 2025Q3: 24,721 shares; 2025Q4: 24,262 shares; 2026Q1: 23,134 shares; 2026Q2: 23,523 shares 23,523 $11.8M 0.63% +389 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226,628 shares; 2026Q1: 280,640 shares; 2026Q2: 296,157 shares 296,157 $11.6M 0.62% +15,517 Timeline SRLN 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: 205,740 shares; 2024Q4: 214,091 shares; 2025Q1: 227,881 shares; 2025Q2: 206,564 shares; 2025Q3: 221,443 shares; 2025Q4: 235,934 shares; 2026Q1: 259,880 shares; 2026Q2: 267,428 shares 267,428 $10.8M 0.58% +7,548 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: 38,555 shares; 2024Q4: 35,825 shares; 2025Q1: 31,738 shares; 2025Q2: 31,305 shares; 2025Q3: 25,473 shares; 2025Q4: 24,830 shares; 2026Q1: 25,818 shares; 2026Q2: 25,706 shares 25,706 $9.71M 0.52% -112 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: 25,242 shares; 2024Q4: 24,682 shares; 2025Q1: 20,011 shares; 2025Q2: 18,749 shares; 2025Q3: 16,571 shares; 2025Q4: 15,723 shares; 2026Q1: 13,082 shares; 2026Q2: 13,343 shares 13,343 $9.65M 0.52% +261 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: 135,113 shares; 2024Q4: 130,922 shares; 2025Q1: 110,965 shares; 2025Q2: 110,860 shares; 2025Q3: 91,314 shares; 2025Q4: 89,900 shares; 2026Q1: 88,706 shares; 2026Q2: 89,065 shares 89,065 $9.59M 0.51% +359 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,174 shares; 2024Q4: 23,174 shares; 2025Q1: 23,358 shares; 2025Q2: 23,434 shares; 2025Q3: 23,353 shares; 2025Q4: 23,354 shares; 2026Q1: 23,395 shares; 2026Q2: 22,744 shares 22,744 $8.97M 0.48% -651 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: 42,753 shares; 2024Q4: 41,005 shares; 2025Q1: 32,483 shares; 2025Q2: 67,245 shares; 2025Q3: 66,301 shares; 2025Q4: 68,020 shares; 2026Q1: 67,047 shares; 2026Q2: 67,025 shares 67,025 $7.98M 0.43% -22 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,899 shares; 2024Q4: 11,147 shares; 2025Q1: 8,771 shares; 2025Q2: 8,521 shares; 2025Q3: 7,971 shares; 2025Q4: 7,853 shares; 2026Q1: 7,621 shares; 2026Q2: 7,628 shares 7,628 $7.46M 0.4% +7 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: 12,730 shares; 2024Q4: 13,071 shares; 2025Q1: 22,805 shares; 2025Q2: 24,348 shares; 2025Q3: 22,218 shares; 2025Q4: 21,697 shares; 2026Q1: 22,271 shares; 2026Q2: 22,558 shares 22,558 $7.38M 0.39% +287 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,470 shares; 2024Q4: 123,323 shares; 2025Q1: 107,947 shares; 2025Q2: 100,717 shares; 2025Q3: 97,619 shares; 2025Q4: 96,528 shares; 2026Q1: 91,996 shares; 2026Q2: 90,020 shares 90,020 $6.75M 0.36% -1,976 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: 13,431 shares; 2024Q4: 13,295 shares; 2025Q1: 27,838 shares; 2025Q2: 27,648 shares; 2025Q3: 26,596 shares; 2025Q4: 26,128 shares; 2026Q1: 24,484 shares; 2026Q2: 25,026 shares 25,026 $6.36M 0.34% +542 Timeline SHYD 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: 219,053 shares; 2024Q4: 211,559 shares; 2025Q1: 199,457 shares; 2025Q2: 324,678 shares; 2025Q3: 272,334 shares; 2025Q4: 269,364 shares; 2026Q1: 266,268 shares; 2026Q2: 267,021 shares 267,021 $6.11M 0.33% +753 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,232 shares; 2024Q4: 24,905 shares; 2025Q1: 24,320 shares; 2025Q2: 24,007 shares; 2025Q3: 23,967 shares; 2025Q4: 23,957 shares; 2026Q1: 23,749 shares; 2026Q2: 23,741 shares 23,741 $5.85M 0.31% -8 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: 13,435 shares; 2024Q4: 12,813 shares; 2025Q1: 11,251 shares; 2025Q2: 11,373 shares; 2025Q3: 11,013 shares; 2025Q4: 10,786 shares; 2026Q1: 10,702 shares; 2026Q2: 10,116 shares 10,116 $5.7M 0.3% -586 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: 32,256 shares; 2024Q4: 30,393 shares; 2025Q1: 18,158 shares; 2025Q2: 16,964 shares; 2025Q3: 16,529 shares; 2025Q4: 16,088 shares; 2026Q1: 15,810 shares; 2026Q2: 16,401 shares 16,401 $5.63M 0.3% +591 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: 4,400 shares; 2024Q4: 4,214 shares; 2025Q1: 4,802 shares; 2025Q2: 4,750 shares; 2025Q3: 4,670 shares; 2025Q4: 4,518 shares; 2026Q1: 4,566 shares; 2026Q2: 4,609 shares 4,609 $5.53M 0.3% +43 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: 6,581 shares; 2024Q4: 6,557 shares; 2025Q1: 6,361 shares; 2025Q2: 6,310 shares; 2025Q3: 6,385 shares; 2025Q4: 6,457 shares; 2026Q1: 6,833 shares; 2026Q2: 7,236 shares 7,236 $5.4M 0.29% +403 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: 12,592 shares; 2024Q4: 12,772 shares; 2025Q1: 21,133 shares; 2025Q2: 21,424 shares; 2025Q3: 21,158 shares; 2025Q4: 20,093 shares; 2026Q1: 20,341 shares; 2026Q2: 21,001 shares 21,001 $5.28M 0.28% +660 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: 50,058 shares; 2024Q4: 51,379 shares; 2025Q1: 50,239 shares; 2025Q2: 48,112 shares; 2025Q3: 48,037 shares; 2025Q4: 47,666 shares; 2026Q1: 47,532 shares; 2026Q2: 47,878 shares 47,878 $4.97M 0.27% +346 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: 83,542 shares; 2024Q4: 80,226 shares; 2025Q1: 68,497 shares; 2025Q2: 65,235 shares; 2025Q3: 64,749 shares; 2025Q4: 64,450 shares; 2026Q1: 64,306 shares; 2026Q2: 63,014 shares 63,014 $4.63M 0.25% -1,292 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: 3,299 shares; 2025Q4: 3,414 shares; 2026Q1: 3,887 shares; 2026Q2: 3,995 shares 3,995 $4.61M 0.25% +108 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,707 shares; 2024Q4: 65,370 shares; 2025Q1: 46,719 shares; 2025Q2: 44,550 shares; 2025Q3: 45,112 shares; 2025Q4: 45,444 shares; 2026Q1: 34,451 shares; 2026Q2: 31,689 shares 31,689 $4.33M 0.23% -2,762 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: 424,062 shares; 2024Q4: 459,752 shares; 2025Q1: 103,879 shares; 2025Q2: 50,635 shares; 2025Q3: 49,969 shares; 2025Q4: 48,436 shares; 2026Q1: 45,768 shares; 2026Q2: 44,185 shares 44,185 $4.26M 0.23% -1,583 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: 26,650 shares; 2024Q4: 25,470 shares; 2025Q1: 18,620 shares; 2025Q2: 17,486 shares; 2025Q3: 11,437 shares; 2025Q4: 11,509 shares; 2026Q1: 11,730 shares; 2026Q2: 11,714 shares 11,714 $4.24M 0.23% -16 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: 27,083 shares; 2024Q4: 26,634 shares; 2025Q1: 26,539 shares; 2025Q2: 26,742 shares; 2025Q3: 27,345 shares; 2025Q4: 27,787 shares; 2026Q1: 36,408 shares; 2026Q2: 37,327 shares 37,327 $4.23M 0.23% +919 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,657 shares; 2024Q4: 11,166 shares; 2025Q1: 8,501 shares; 2025Q2: 7,719 shares; 2025Q3: 6,195 shares; 2025Q4: 5,988 shares; 2026Q1: 5,388 shares; 2026Q2: 5,132 shares 5,132 $3.69M 0.2% -256 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: 66,855 shares; 2024Q4: 66,255 shares; 2025Q1: 66,010 shares; 2025Q2: 64,151 shares; 2025Q3: 62,483 shares; 2025Q4: 59,631 shares; 2026Q1: 59,110 shares; 2026Q2: 58,699 shares 58,699 $3.52M 0.19% -411 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 10,388 shares; 2026Q2: 10,269 shares 10,269 $3.5M 0.19% -119 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,906 shares; 2024Q4: 6,922 shares; 2025Q1: 9,289 shares; 2025Q2: 9,079 shares; 2025Q3: 8,721 shares; 2025Q4: 8,446 shares; 2026Q1: 8,442 shares; 2026Q2: 8,424 shares 8,424 $3.5M 0.19% -18 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: 1,728 shares; 2024Q4: 2,255 shares; 2025Q1: 2,240 shares; 2025Q2: 5,628 shares; 2025Q3: 5,495 shares; 2025Q4: 5,434 shares; 2026Q1: 5,865 shares; 2026Q2: 6,009 shares 6,009 $3.49M 0.19% +144 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,883 shares; 2024Q4: 76,089 shares; 2025Q1: 74,683 shares; 2025Q2: 67,089 shares; 2025Q3: 65,881 shares; 2025Q4: 68,882 shares; 2026Q1: 65,389 shares; 2026Q2: 63,507 shares 63,507 $3.37M 0.18% -1,882 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: 71,617 shares; 2024Q4: 66,509 shares; 2025Q1: 65,375 shares; 2025Q2: 64,020 shares; 2025Q3: 64,473 shares; 2025Q4: 61,566 shares; 2026Q1: 61,298 shares; 2026Q2: 60,522 shares 60,522 $3.33M 0.18% -776 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 3,326 shares; 2025Q1: 3,071 shares; 2025Q2: 8,112 shares; 2025Q3: 7,931 shares; 2025Q4: 7,631 shares; 2026Q1: 8,033 shares; 2026Q2: 8,035 shares 8,035 $3.29M 0.18% +2 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: 15,004 shares; 2024Q4: 14,987 shares; 2025Q1: 14,405 shares; 2025Q2: 14,664 shares; 2025Q3: 14,667 shares; 2025Q4: 15,088 shares; 2026Q1: 26,953 shares; 2026Q2: 27,865 shares 27,865 $3.27M 0.17% +912 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,219 shares; 2025Q1: 906 shares; 2025Q2: 776 shares; 2025Q3: 707 shares; 2025Q4: 701 shares; 2026Q1: 17,182 shares; 2026Q2: 17,809 shares 17,809 $3.17M 0.17% +627 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: 16,037 shares; 2024Q4: 14,619 shares; 2025Q1: 8,931 shares; 2025Q2: 8,285 shares; 2025Q3: 8,148 shares; 2025Q4: 7,577 shares; 2026Q1: 7,362 shares; 2026Q2: 7,494 shares 7,494 $3.11M 0.17% +132 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,279 shares; 2025Q2: 33,298 shares; 2025Q3: 34,356 shares; 2025Q4: 67,302 shares; 2026Q1: 66,979 shares; 2026Q2: 66,457 shares 66,457 $3.01M 0.16% -522 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: not reported; 2024Q4: not reported; 2025Q1: 33,411 shares; 2025Q2: 31,708 shares; 2025Q3: 27,874 shares; 2025Q4: 52,649 shares; 2026Q1: 55,686 shares; 2026Q2: 56,972 shares 56,972 $2.9M 0.15% +1,286 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: 313,607 shares; 2024Q4: 259,661 shares; 2025Q1: 92,352 shares; 2025Q2: 62,331 shares; 2025Q3: 64,411 shares; 2025Q4: 63,686 shares; 2026Q1: 53,412 shares; 2026Q2: 50,583 shares 50,583 $2.86M 0.15% -2,829 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: 21,972 shares; 2024Q4: 20,235 shares; 2025Q1: 15,048 shares; 2025Q2: 14,005 shares; 2025Q3: 10,858 shares; 2025Q4: 10,460 shares; 2026Q1: 10,280 shares; 2026Q2: 10,233 shares 10,233 $2.78M 0.15% -47 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: not reported; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,270 shares; 2025Q3: 1,987 shares; 2025Q4: 2,008 shares; 2026Q1: 6,814 shares; 2026Q2: 7,323 shares 7,323 $2.74M 0.15% +509 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,648 shares; 2026Q2: 51,442 shares 51,442 $2.73M 0.15% +9,794 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: 23,079 shares; 2024Q4: 21,327 shares; 2025Q1: 14,554 shares; 2025Q2: 12,770 shares; 2025Q3: 10,966 shares; 2025Q4: 10,503 shares; 2026Q1: 9,273 shares; 2026Q2: 9,349 shares 9,349 $2.72M 0.15% +76 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: 7,334 shares; 2024Q4: 7,344 shares; 2025Q1: 7,295 shares; 2025Q2: 7,383 shares; 2025Q3: 7,377 shares; 2025Q4: 14,246 shares; 2026Q1: 14,223 shares; 2026Q2: 13,927 shares 13,927 $2.65M 0.14% -296 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: 2,582 shares; 2024Q4: 3,805 shares; 2025Q1: 4,761 shares; 2025Q2: 5,073 shares; 2025Q3: 5,079 shares; 2025Q4: 5,461 shares; 2026Q1: 5,575 shares; 2026Q2: 6,243 shares 6,243 $2.63M 0.14% +668 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,852 shares; 2024Q4: 19,417 shares; 2025Q1: 16,591 shares; 2025Q2: 15,965 shares; 2025Q3: 11,200 shares; 2025Q4: 10,929 shares; 2026Q1: 11,670 shares; 2026Q2: 11,668 shares 11,668 $2.57M 0.14% -2 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: 10,568 shares; 2024Q4: 10,440 shares; 2025Q1: 22,529 shares; 2025Q2: 21,625 shares; 2025Q3: 20,630 shares; 2025Q4: 19,158 shares; 2026Q1: 17,590 shares; 2026Q2: 17,541 shares 17,541 $2.57M 0.14% -49 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,741 shares; 2024Q4: 6,774 shares; 2025Q1: 6,773 shares; 2025Q2: 9,261 shares; 2025Q3: 8,992 shares; 2025Q4: 8,997 shares; 2026Q1: 10,354 shares; 2026Q2: 10,407 shares 10,407 $2.56M 0.14% +53 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: 25,993 shares; 2024Q4: 24,580 shares; 2025Q1: 23,582 shares; 2025Q2: 25,645 shares; 2025Q3: 26,190 shares; 2025Q4: 27,149 shares; 2026Q1: 26,723 shares; 2026Q2: 26,623 shares 26,623 $2.55M 0.14% -100 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: 4,449 shares; 2025Q1: 4,645 shares; 2025Q2: 4,161 shares; 2025Q3: 4,237 shares; 2025Q4: 4,369 shares; 2026Q1: 14,333 shares; 2026Q2: 14,840 shares 14,840 $2.52M 0.13% +507 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: 65,489 shares; 2024Q4: 47,079 shares; 2025Q1: 44,417 shares; 2025Q2: 44,505 shares; 2025Q3: 43,445 shares; 2025Q4: 40,657 shares; 2026Q1: 42,650 shares; 2026Q2: 42,650 shares 42,650 $2.49M 0.13% 0 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: 12,553 shares; 2024Q4: 12,605 shares; 2025Q1: 13,985 shares; 2025Q2: 31,520 shares; 2025Q3: 31,677 shares; 2025Q4: 31,531 shares; 2026Q1: 27,562 shares; 2026Q2: 26,601 shares 26,601 $2.4M 0.13% -961 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,732 shares; 2024Q4: 48,319 shares; 2025Q1: 45,014 shares; 2025Q2: 43,506 shares; 2025Q3: 42,946 shares; 2025Q4: 41,807 shares; 2026Q1: 45,779 shares; 2026Q2: 44,786 shares 44,786 $2.36M 0.13% -993 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: 6,542 shares; 2024Q4: 6,946 shares; 2025Q1: 46,194 shares; 2025Q2: 49,577 shares; 2025Q3: 41,977 shares; 2025Q4: 39,933 shares; 2026Q1: 40,158 shares; 2026Q2: 39,523 shares 39,523 $2.25M 0.12% -635 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: not reported; 2024Q4: not reported; 2025Q1: 65,636 shares; 2025Q2: 61,249 shares; 2025Q3: 54,596 shares; 2025Q4: 50,738 shares; 2026Q1: 52,333 shares; 2026Q2: 50,639 shares 50,639 $2.23M 0.12% -1,694 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: 4,488 shares; 2024Q4: 3,987 shares; 2025Q1: 2,390 shares; 2025Q2: 2,010 shares; 2025Q3: 1,882 shares; 2025Q4: 1,857 shares; 2026Q1: 1,720 shares; 2026Q2: 1,639 shares 1,639 $2.23M 0.12% -81 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,317 shares; 2024Q4: 11,218 shares; 2025Q1: 6,250 shares; 2025Q2: 5,666 shares; 2025Q3: 5,304 shares; 2025Q4: 5,246 shares; 2026Q1: 5,486 shares; 2026Q2: 5,415 shares 5,415 $2.21M 0.12% -71 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: not reported; 2024Q4: not reported; 2025Q1: 3,116 shares; 2025Q2: 3,216 shares; 2025Q3: 2,437 shares; 2025Q4: 2,288 shares; 2026Q1: 2,170 shares; 2026Q2: 2,178 shares 2,178 $2.2M 0.12% +8 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,256 shares; 2024Q4: 10,849 shares; 2025Q1: 9,521 shares; 2025Q2: 6,665 shares; 2025Q3: 5,492 shares; 2025Q4: 5,600 shares; 2026Q1: 6,084 shares; 2026Q2: 5,794 shares 5,794 $2.17M 0.12% -290 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,678 shares; 2024Q4: 120,541 shares; 2025Q1: 103,618 shares; 2025Q2: 78,917 shares; 2025Q3: 75,196 shares; 2025Q4: 71,130 shares; 2026Q1: 72,006 shares; 2026Q2: 70,135 shares 70,135 $2.14M 0.11% -1,871 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: 5,660 shares; 2024Q4: 5,950 shares; 2025Q1: 5,037 shares; 2025Q2: 5,249 shares; 2025Q3: 5,230 shares; 2025Q4: 5,843 shares; 2026Q1: 5,715 shares; 2026Q2: 5,970 shares 5,970 $2.11M 0.11% +255 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: 69,600 shares; 2024Q4: 75,356 shares; 2025Q1: 80,320 shares; 2025Q2: 81,224 shares; 2025Q3: 79,929 shares; 2025Q4: 76,191 shares; 2026Q1: 66,784 shares; 2026Q2: 63,134 shares 63,134 $2.1M 0.11% -3,650 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: 590 shares; 2024Q4: 591 shares; 2025Q1: 647 shares; 2025Q2: 614 shares; 2025Q3: 631 shares; 2025Q4: 629 shares; 2026Q1: 661 shares; 2026Q2: 6,801 shares 6,801 $2.05M 0.11% +6,140 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: 886 shares; 2024Q4: 899 shares; 2025Q1: 905 shares; 2025Q2: 989 shares; 2025Q3: 1,036 shares; 2025Q4: 1,111 shares; 2026Q1: 1,706 shares; 2026Q2: 1,887 shares 1,887 $2.01M 0.11% +181 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,116 shares; 2025Q1: 1,146 shares; 2025Q2: 1,185 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 4,397 shares; 2026Q2: 4,654 shares 4,654 $1.98M 0.11% +257 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,825 shares; 2024Q4: 11,645 shares; 2025Q1: 9,028 shares; 2025Q2: 8,148 shares; 2025Q3: 7,451 shares; 2025Q4: 7,207 shares; 2026Q1: 7,096 shares; 2026Q2: 7,047 shares 7,047 $1.97M 0.11% -49 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: 790 shares; 2024Q4: 714 shares; 2025Q1: 752 shares; 2025Q2: 1,144 shares; 2025Q3: 2,021 shares; 2025Q4: 1,816 shares; 2026Q1: 2,102 shares; 2026Q2: 2,109 shares 2,109 $1.97M 0.11% +7 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: 49,257 shares; 2024Q4: 41,485 shares; 2025Q1: 40,515 shares; 2025Q2: 41,348 shares; 2025Q3: 35,247 shares; 2025Q4: 35,156 shares; 2026Q1: 34,405 shares; 2026Q2: 34,351 shares 34,351 $1.94M 0.1% -54 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: 21,879 shares; 2024Q4: 19,729 shares; 2025Q1: 21,162 shares; 2025Q2: 22,698 shares; 2025Q3: 26,634 shares; 2025Q4: 27,068 shares; 2026Q1: 36,977 shares; 2026Q2: 37,298 shares 37,298 $1.89M 0.1% +321 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: 3,479 shares; 2024Q4: 3,832 shares; 2025Q1: 3,892 shares; 2025Q2: 4,955 shares; 2025Q3: 15,664 shares; 2025Q4: 12,133 shares; 2026Q1: 16,483 shares; 2026Q2: 15,782 shares 15,782 $1.86M 0.1% -701 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: 10,151 shares; 2024Q4: 10,706 shares; 2025Q1: 29,223 shares; 2025Q2: 31,094 shares; 2025Q3: 26,770 shares; 2025Q4: 23,993 shares; 2026Q1: 19,731 shares; 2026Q2: 17,960 shares 17,960 $1.84M 0.1% -1,771 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: 6,404 shares; 2024Q4: 10,187 shares; 2025Q1: 10,895 shares; 2025Q2: 11,633 shares; 2025Q3: 11,855 shares; 2025Q4: 11,564 shares; 2026Q1: 15,176 shares; 2026Q2: 15,720 shares 15,720 $1.83M 0.1% +544 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: 15,610 shares; 2024Q4: 11,628 shares; 2025Q1: 9,828 shares; 2025Q2: 9,926 shares; 2025Q3: 9,870 shares; 2025Q4: 9,772 shares; 2026Q1: 35,293 shares; 2026Q2: 35,054 shares 35,054 $1.83M 0.1% -239 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,513 shares; 2024Q4: 20,861 shares; 2025Q1: 12,015 shares; 2025Q2: 15,924 shares; 2025Q3: 15,335 shares; 2025Q4: 14,954 shares; 2026Q1: 11,199 shares; 2026Q2: 11,501 shares 11,501 $1.8M 0.1% +302 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,077 shares; 2024Q4: 36,819 shares; 2025Q1: 36,819 shares; 2025Q2: 33,946 shares; 2025Q3: 33,946 shares; 2025Q4: 35,305 shares; 2026Q1: 37,647 shares; 2026Q2: 37,647 shares 37,647 $1.8M 0.1% 0 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: 3,025 shares; 2024Q4: 2,840 shares; 2025Q1: 2,781 shares; 2025Q2: 2,808 shares; 2025Q3: 2,813 shares; 2025Q4: 2,867 shares; 2026Q1: 3,652 shares; 2026Q2: 3,704 shares 3,704 $1.77M 0.09% +52 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,559 shares; 2024Q4: 26,426 shares; 2025Q1: 35,436 shares; 2025Q2: 34,640 shares; 2025Q3: 34,640 shares; 2025Q4: 34,640 shares; 2026Q1: 30,584 shares; 2026Q2: 30,480 shares 30,480 $1.76M 0.09% -104 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: 4,929 shares; 2024Q4: 4,512 shares; 2025Q1: 4,522 shares; 2025Q2: 2,944 shares; 2025Q3: 2,676 shares; 2025Q4: 27,542 shares; 2026Q1: 27,203 shares; 2026Q2: 24,576 shares 24,576 $1.75M 0.09% -2,627 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,126 shares; 2024Q4: 32,161 shares; 2025Q1: 32,161 shares; 2025Q2: 32,161 shares; 2025Q3: 32,161 shares; 2025Q4: 32,161 shares; 2026Q1: 32,161 shares; 2026Q2: 31,930 shares 31,930 $1.73M 0.09% -231 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,058 shares; 2024Q4: 20,773 shares; 2025Q1: 18,217 shares; 2025Q2: 15,558 shares; 2025Q3: 16,014 shares; 2025Q4: 15,765 shares; 2026Q1: 15,833 shares; 2026Q2: 14,515 shares 14,515 $1.73M 0.09% -1,318 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $1.69M 0.09% 0 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: 9,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,167 shares; 2025Q4: 11,205 shares; 2026Q1: 11,322 shares; 2026Q2: 12,007 shares 12,007 $1.68M 0.09% +685 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: 8,979 shares; 2024Q4: 8,149 shares; 2025Q1: 4,020 shares; 2025Q2: 4,065 shares; 2025Q3: 3,631 shares; 2025Q4: 3,509 shares; 2026Q1: 3,279 shares; 2026Q2: 3,197 shares 3,197 $1.6M 0.09% -82 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: 53,702 shares; 2024Q4: 42,933 shares; 2025Q1: 11,604 shares; 2025Q2: 12,206 shares; 2025Q3: 11,387 shares; 2025Q4: 11,502 shares; 2026Q1: 12,177 shares; 2026Q2: 12,421 shares 12,421 $1.6M 0.09% +244 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: 4,235 shares; 2024Q4: 4,252 shares; 2025Q1: 4,250 shares; 2025Q2: 4,053 shares; 2025Q3: 4,058 shares; 2025Q4: 4,081 shares; 2026Q1: 4,162 shares; 2026Q2: 4,214 shares 4,214 $1.56M 0.08% +52 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: 2,107 shares; 2024Q4: 2,141 shares; 2025Q1: 2,132 shares; 2025Q2: 2,141 shares; 2025Q3: 2,189 shares; 2025Q4: 2,181 shares; 2026Q1: 2,109 shares; 2026Q2: 2,109 shares 2,109 $1.55M 0.08% 0 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: 35,749 shares; 2024Q4: 37,346 shares; 2025Q1: 37,832 shares; 2025Q2: 39,374 shares; 2025Q3: 39,960 shares; 2025Q4: 41,280 shares; 2026Q1: 36,569 shares; 2026Q2: 36,755 shares 36,755 $1.52M 0.08% +186 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146 shares; 2024Q4: 1,099 shares; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 8,434 shares; 2025Q4: 8,044 shares; 2026Q1: 7,855 shares; 2026Q2: 7,916 shares 7,916 $1.51M 0.08% +61 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: 6,731 shares; 2024Q4: 6,718 shares; 2025Q1: 6,478 shares; 2025Q2: 6,374 shares; 2025Q3: 6,057 shares; 2025Q4: 7,527 shares; 2026Q1: 6,563 shares; 2026Q2: 6,690 shares 6,690 $1.5M 0.08% +127 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: 5,136 shares; 2024Q4: 5,142 shares; 2025Q1: 4,997 shares; 2025Q2: 4,944 shares; 2025Q3: 4,947 shares; 2025Q4: 4,914 shares; 2026Q1: 4,932 shares; 2026Q2: 4,970 shares 4,970 $1.49M 0.08% +38 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: 4,741 shares; 2024Q4: 4,742 shares; 2025Q1: 4,635 shares; 2025Q2: 4,816 shares; 2025Q3: 4,462 shares; 2025Q4: 4,447 shares; 2026Q1: 4,377 shares; 2026Q2: 4,354 shares 4,354 $1.49M 0.08% -23 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: 21,192 shares; 2024Q4: 20,991 shares; 2025Q1: 18,807 shares; 2025Q2: 18,504 shares; 2025Q3: 18,491 shares; 2025Q4: 18,619 shares; 2026Q1: 17,882 shares; 2026Q2: 17,946 shares 17,946 $1.49M 0.08% +64 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: 21,109 shares; 2024Q4: 13,616 shares; 2025Q1: 14,657 shares; 2025Q2: 18,240 shares; 2025Q3: 17,972 shares; 2025Q4: 17,887 shares; 2026Q1: 26,943 shares; 2026Q2: 23,512 shares 23,512 $1.43M 0.08% -3,431 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: 41,371 shares; 2024Q4: 35,464 shares; 2025Q1: 35,249 shares; 2025Q2: 33,353 shares; 2025Q3: 32,066 shares; 2025Q4: 31,962 shares; 2026Q1: 31,884 shares; 2026Q2: 30,115 shares 30,115 $1.41M 0.08% -1,769 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: 44,932 shares; 2025Q2: 43,864 shares; 2025Q3: 43,704 shares; 2025Q4: 39,593 shares; 2026Q1: 31,055 shares; 2026Q2: 30,190 shares 30,190 $1.38M 0.07% -865 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,967 shares; 2024Q4: 5,942 shares; 2025Q1: 5,738 shares; 2025Q2: 5,703 shares; 2025Q3: 5,645 shares; 2025Q4: 5,645 shares; 2026Q1: 5,645 shares; 2026Q2: 5,633 shares 5,633 $1.37M 0.07% -12 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: 63,660 shares; 2024Q4: 52,410 shares; 2025Q1: 51,230 shares; 2025Q2: 47,030 shares; 2025Q3: 41,041 shares; 2025Q4: 40,980 shares; 2026Q1: 40,637 shares; 2026Q2: 40,084 shares 40,084 $1.36M 0.07% -553 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: 24,118 shares; 2024Q4: 24,118 shares; 2025Q1: 25,995 shares; 2025Q2: 26,088 shares; 2025Q3: 26,044 shares; 2025Q4: 25,797 shares; 2026Q1: 26,133 shares; 2026Q2: 24,638 shares 24,638 $1.36M 0.07% -1,495 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,785 shares; 2024Q4: 40,310 shares; 2025Q1: 16,743 shares; 2025Q2: 14,768 shares; 2025Q3: 14,774 shares; 2025Q4: 15,127 shares; 2026Q1: 15,387 shares; 2026Q2: 15,158 shares 15,158 $1.33M 0.07% -229 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,705 shares; 2024Q4: 45,561 shares; 2025Q1: 43,896 shares; 2025Q2: 43,230 shares; 2025Q3: 42,230 shares; 2025Q4: 40,132 shares; 2026Q1: 31,296 shares; 2026Q2: 31,296 shares 31,296 $1.31M 0.07% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,323 shares; 2025Q1: 7,323 shares; 2025Q2: 7,330 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares; 2026Q1: 6,438 shares; 2026Q2: 6,653 shares 6,653 $1.31M 0.07% +215 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,198 shares; 2024Q4: 28,571 shares; 2025Q1: 28,571 shares; 2025Q2: 27,802 shares; 2025Q3: 27,802 shares; 2025Q4: 27,802 shares; 2026Q1: 26,915 shares; 2026Q2: 26,552 shares 26,552 $1.29M 0.07% -363 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,519 shares; 2024Q4: 94,938 shares; 2025Q1: 38,177 shares; 2025Q2: 32,333 shares; 2025Q3: 30,476 shares; 2025Q4: 27,290 shares; 2026Q1: 27,057 shares; 2026Q2: 27,393 shares 27,393 $1.27M 0.07% +336 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: 21,802 shares; 2024Q4: 19,058 shares; 2025Q1: 15,911 shares; 2025Q2: 14,624 shares; 2025Q3: 14,559 shares; 2025Q4: 14,343 shares; 2026Q1: 13,943 shares; 2026Q2: 13,803 shares 13,803 $1.27M 0.07% -140 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 2,249 shares; 2025Q4: 2,284 shares; 2026Q1: 2,594 shares; 2026Q2: 2,920 shares 2,920 $1.27M 0.07% +326 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,646 shares; 2025Q4: 2,569 shares; 2026Q1: 16,161 shares; 2026Q2: 17,389 shares 17,389 $1.25M 0.07% +1,228 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,922 shares; 2024Q4: 8,422 shares; 2025Q1: 7,760 shares; 2025Q2: 7,096 shares; 2025Q3: 6,009 shares; 2025Q4: 5,969 shares; 2026Q1: 6,397 shares; 2026Q2: 6,432 shares 6,432 $1.25M 0.07% +35 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,484 shares; 2025Q4: 8,032 shares; 2026Q1: 8,904 shares; 2026Q2: 8,970 shares 8,970 $1.25M 0.07% +66 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: 1,539 shares; 2024Q4: 1,678 shares; 2025Q1: 1,697 shares; 2025Q2: 1,785 shares; 2025Q3: 1,838 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 2,414 shares 2,414 $1.24M 0.07% +497 Timeline ISEP 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: 47,727 shares; 2024Q4: 47,046 shares; 2025Q1: 47,196 shares; 2025Q2: 44,852 shares; 2025Q3: 46,716 shares; 2025Q4: 45,113 shares; 2026Q1: 36,957 shares; 2026Q2: 35,622 shares 35,622 $1.23M 0.07% -1,335 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: 4,407 shares; 2024Q4: 4,387 shares; 2025Q1: 4,774 shares; 2025Q2: 4,756 shares; 2025Q3: 4,819 shares; 2025Q4: 4,953 shares; 2026Q1: 4,999 shares; 2026Q2: 4,558 shares 4,558 $1.23M 0.07% -441 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares; 2026Q2: 9,592 shares 9,592 $1.23M 0.07% +2,730 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: 995 shares; 2024Q4: 6,643 shares; 2025Q1: 4,018 shares; 2025Q2: 4,018 shares; 2025Q3: 4,018 shares; 2025Q4: 4,021 shares; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280 $1.21M 0.06% 0 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: 14,008 shares; 2024Q4: 13,876 shares; 2025Q1: 14,101 shares; 2025Q2: 14,413 shares; 2025Q3: 14,290 shares; 2025Q4: 14,740 shares; 2026Q1: 14,730 shares; 2026Q2: 14,489 shares 14,489 $1.2M 0.06% -241 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 4,954 shares 4,954 $1.18M 0.06% +3,887 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,845 shares; 2024Q4: 16,357 shares; 2025Q1: 15,387 shares; 2025Q2: 15,374 shares; 2025Q3: 14,259 shares; 2025Q4: 13,580 shares; 2026Q1: 13,211 shares; 2026Q2: 14,334 shares 14,334 $1.17M 0.06% +1,123 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 3,671 shares; 2025Q1: 3,651 shares; 2025Q2: 3,646 shares; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 3,733 shares; 2026Q2: 3,722 shares 3,722 $1.15M 0.06% -11 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: 98,008 shares; 2024Q4: 87,449 shares; 2025Q1: 28,007 shares; 2025Q2: 23,032 shares; 2025Q3: 20,369 shares; 2025Q4: 20,191 shares; 2026Q1: 20,265 shares; 2026Q2: 20,313 shares 20,313 $1.15M 0.06% +48 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: 39,184 shares; 2024Q4: 41,182 shares; 2025Q1: 40,544 shares; 2025Q2: 40,918 shares; 2025Q3: 41,664 shares; 2025Q4: 21,575 shares; 2026Q1: 21,563 shares; 2026Q2: 21,521 shares 21,521 $1.13M 0.06% -42 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,221 shares; 2024Q4: 17,244 shares; 2025Q1: 17,244 shares; 2025Q2: 23,295 shares; 2025Q3: 23,191 shares; 2025Q4: 23,033 shares; 2026Q1: 22,964 shares; 2026Q2: 22,830 shares 22,830 $1.08M 0.06% -134 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 3,293 shares; 2025Q1: 3,211 shares; 2025Q2: 3,271 shares; 2025Q3: 28,174 shares; 2025Q4: 20,027 shares; 2026Q1: 22,874 shares; 2026Q2: 25,985 shares 25,985 $1.07M 0.06% +3,111 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: 17,051 shares; 2024Q4: 17,818 shares; 2025Q1: 15,493 shares; 2025Q2: 17,176 shares; 2025Q3: 15,688 shares; 2025Q4: 15,540 shares; 2026Q1: 14,926 shares; 2026Q2: 14,948 shares 14,948 $1.07M 0.06% +22 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: 7,344 shares; 2024Q4: 5,806 shares; 2025Q1: 5,664 shares; 2025Q2: 6,291 shares; 2025Q3: 6,994 shares; 2025Q4: 7,192 shares; 2026Q1: 6,934 shares; 2026Q2: 6,735 shares 6,735 $1.06M 0.06% -199 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: 25,554 shares; 2024Q4: 24,981 shares; 2025Q1: 24,981 shares; 2025Q2: 29,566 shares; 2025Q3: 29,514 shares; 2025Q4: 29,514 shares; 2026Q1: 26,700 shares; 2026Q2: 26,700 shares 26,700 $1.06M 0.06% 0 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: 27,134 shares; 2024Q4: 27,134 shares; 2025Q1: 26,453 shares; 2025Q2: 26,453 shares; 2025Q3: 27,590 shares; 2025Q4: 21,347 shares; 2026Q1: 21,530 shares; 2026Q2: 21,509 shares 21,509 $1.05M 0.06% -21 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,944 shares; 2024Q4: 12,756 shares; 2025Q1: 12,405 shares; 2025Q2: 12,350 shares; 2025Q3: 12,288 shares; 2025Q4: 11,294 shares; 2026Q1: 8,322 shares; 2026Q2: 8,567 shares 8,567 $1.04M 0.06% +245 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,003 shares; 2024Q4: 25,663 shares; 2025Q1: 25,269 shares; 2025Q2: 25,978 shares; 2025Q3: 25,183 shares; 2025Q4: 25,953 shares; 2026Q1: 25,953 shares; 2026Q2: 25,911 shares 25,911 $1.03M 0.05% -42 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: 3,341 shares; 2024Q4: 3,570 shares; 2025Q1: 3,702 shares; 2025Q2: 3,993 shares; 2025Q3: 3,816 shares; 2025Q4: 3,960 shares; 2026Q1: 4,896 shares; 2026Q2: 5,443 shares 5,443 $985K 0.05% +547 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,954 shares; 2024Q4: 31,954 shares; 2025Q1: 31,954 shares; 2025Q2: 31,954 shares; 2025Q3: 22,154 shares; 2025Q4: 22,154 shares; 2026Q1: 22,154 shares; 2026Q2: 22,154 shares 22,154 $983K 0.05% 0 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: 1,361 shares; 2024Q4: 1,363 shares; 2025Q1: 1,487 shares; 2025Q2: 1,494 shares; 2025Q3: 1,497 shares; 2025Q4: 1,500 shares; 2026Q1: 1,501 shares; 2026Q2: 1,501 shares 1,501 $962K 0.05% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,212 shares; 2024Q4: 8,348 shares; 2025Q1: 8,162 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 7,670 shares; 2026Q1: 7,678 shares; 2026Q2: 7,689 shares 7,689 $957K 0.05% +11 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 4,033 shares; 2025Q1: 35,379 shares; 2025Q2: 34,814 shares; 2025Q3: 39,301 shares; 2025Q4: 29,213 shares; 2026Q1: 33,558 shares; 2026Q2: 33,893 shares 33,893 $955K 0.05% +335 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,279 shares; 2025Q1: 1,326 shares; 2025Q2: 1,292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,020 shares; 2026Q2: 19,408 shares 19,408 $952K 0.05% +2,388 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: 34,941 shares; 2024Q4: 29,024 shares; 2025Q1: 19,113 shares; 2025Q2: 18,622 shares; 2025Q3: 14,520 shares; 2025Q4: 14,239 shares; 2026Q1: 8,149 shares; 2026Q2: 6,472 shares 6,472 $949K 0.05% -1,677 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 2,246 shares; 2025Q3: 2,370 shares; 2025Q4: 2,434 shares; 2026Q1: 2,612 shares; 2026Q2: 4,523 shares 4,523 $946K 0.05% +1,911 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,817 shares; 2024Q4: 8,817 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 8,817 shares; 2025Q4: 8,817 shares; 2026Q1: 8,817 shares; 2026Q2: 8,817 shares 8,817 $939K 0.05% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,741 shares; 2026Q2: 8,732 shares 8,732 $928K 0.05% +2,991 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,066 shares 4,066 $906K 0.05% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,778 shares; 2025Q2: 10,357 shares; 2025Q3: 10,535 shares; 2025Q4: 9,126 shares; 2026Q1: 10,636 shares; 2026Q2: 12,098 shares 12,098 $869K 0.05% +1,462 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: 22,941 shares; 2024Q4: 21,151 shares; 2025Q1: 21,494 shares; 2025Q2: 20,277 shares; 2025Q3: 18,746 shares; 2025Q4: 17,818 shares; 2026Q1: 8,175 shares; 2026Q2: 6,412 shares 6,412 $868K 0.05% -1,763 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,630 shares; 2024Q4: 16,462 shares; 2025Q1: 16,462 shares; 2025Q2: 16,462 shares; 2025Q3: 16,462 shares; 2025Q4: 16,462 shares; 2026Q1: 16,462 shares; 2026Q2: 16,462 shares 16,462 $866K 0.05% 0 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: 2,430 shares; 2024Q4: 2,488 shares; 2025Q1: 2,322 shares; 2025Q2: 2,675 shares; 2025Q3: 2,668 shares; 2025Q4: 2,610 shares; 2026Q1: 2,475 shares; 2026Q2: 2,444 shares 2,444 $862K 0.05% -31 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,741 shares; 2024Q4: 25,726 shares; 2025Q1: 25,190 shares; 2025Q2: 25,190 shares; 2025Q3: 21,631 shares; 2025Q4: 20,231 shares; 2026Q1: 20,174 shares; 2026Q2: 20,174 shares 20,174 $833K 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,308 shares; 2025Q2: 14,331 shares; 2025Q3: 14,925 shares; 2025Q4: 14,009 shares; 2026Q1: 6,468 shares; 2026Q2: 5,343 shares 5,343 $821K 0.04% -1,125 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,732 shares; 2024Q4: 20,300 shares; 2025Q1: 21,497 shares; 2025Q2: 14,688 shares; 2025Q3: 15,600 shares; 2025Q4: 15,123 shares; 2026Q1: 15,123 shares; 2026Q2: 15,031 shares 15,031 $793K 0.04% -92 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,448 shares; 2024Q4: 10,438 shares; 2025Q1: 9,975 shares; 2025Q2: 10,001 shares; 2025Q3: 10,001 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares; 2026Q2: 10,219 shares 10,219 $782K 0.04% +118 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: 18,490 shares; 2024Q4: 18,261 shares; 2025Q1: 18,261 shares; 2025Q2: 17,199 shares; 2025Q3: 17,199 shares; 2025Q4: 17,199 shares; 2026Q1: 16,775 shares; 2026Q2: 16,716 shares 16,716 $776K 0.04% -59 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: 3,326 shares; 2024Q4: 3,322 shares; 2025Q1: 3,326 shares; 2025Q2: 3,542 shares; 2025Q3: 3,671 shares; 2025Q4: 3,860 shares; 2026Q1: 4,007 shares; 2026Q2: 4,188 shares 4,188 $774K 0.04% +181 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: 28,450 shares; 2024Q4: 27,148 shares; 2025Q1: 9,810 shares; 2025Q2: 8,013 shares; 2025Q3: 7,508 shares; 2025Q4: 7,262 shares; 2026Q1: 7,595 shares; 2026Q2: 7,995 shares 7,995 $770K 0.04% +400 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: 721 shares; 2024Q4: 722 shares; 2025Q1: 674 shares; 2025Q2: 709 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 802 shares; 2026Q2: 6,420 shares 6,420 $767K 0.04% +5,618 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,083 shares; 2025Q1: 4,034 shares; 2025Q2: 3,741 shares; 2025Q3: 3,969 shares; 2025Q4: 4,128 shares; 2026Q1: 4,784 shares; 2026Q2: 4,850 shares 4,850 $761K 0.04% +66 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: 28,690 shares; 2024Q4: 38,247 shares; 2025Q1: 18,881 shares; 2025Q2: 18,881 shares; 2025Q3: 18,144 shares; 2025Q4: 19,974 shares; 2026Q1: 20,353 shares; 2026Q2: 20,353 shares 20,353 $760K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,817 shares; 2024Q4: 14,581 shares; 2025Q1: 15,088 shares; 2025Q2: 15,256 shares; 2025Q3: 15,168 shares; 2025Q4: 15,297 shares; 2026Q1: 15,633 shares; 2026Q2: 15,902 shares 15,902 $756K 0.04% +269 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994 shares; 2024Q4: 1,986 shares; 2025Q1: 1,842 shares; 2025Q2: 1,841 shares; 2025Q3: 1,868 shares; 2025Q4: 1,930 shares; 2026Q1: 2,072 shares; 2026Q2: 2,393 shares 2,393 $753K 0.04% +321 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,089 shares; 2024Q4: 32,178 shares; 2025Q1: 22,752 shares; 2025Q2: 22,773 shares; 2025Q3: 21,648 shares; 2025Q4: 20,799 shares; 2026Q1: 25,392 shares; 2026Q2: 25,502 shares 25,502 $751K 0.04% +110 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,653 shares; 2024Q4: 3,824 shares; 2025Q1: 3,733 shares; 2025Q2: 4,033 shares; 2025Q3: 4,020 shares; 2025Q4: 4,178 shares; 2026Q1: 4,203 shares; 2026Q2: 4,246 shares 4,246 $749K 0.04% +43 Timeline QVMM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,522 shares; 2025Q2: 20,568 shares; 2025Q3: 20,717 shares; 2025Q4: 20,761 shares; 2026Q1: 20,586 shares; 2026Q2: 20,622 shares 20,622 $743K 0.04% +36 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,064 shares; 2024Q4: 4,070 shares; 2025Q1: 4,075 shares; 2025Q2: 4,081 shares; 2025Q3: 4,086 shares; 2025Q4: 4,094 shares; 2026Q1: 4,098 shares; 2026Q2: 4,101 shares 4,101 $732K 0.04% +3 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,194 shares; 2024Q4: 19,110 shares; 2025Q1: 19,110 shares; 2025Q2: 18,268 shares; 2025Q3: 17,335 shares; 2025Q4: 17,335 shares; 2026Q1: 17,335 shares; 2026Q2: 16,936 shares 16,936 $732K 0.04% -399 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: 7,151 shares; 2024Q4: 7,210 shares; 2025Q1: 7,544 shares; 2025Q2: 8,340 shares; 2025Q3: 7,564 shares; 2025Q4: 8,456 shares; 2026Q1: 8,540 shares; 2026Q2: 8,775 shares 8,775 $713K 0.04% +235 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 473 shares; 2026Q1: 554 shares; 2026Q2: 606 shares 606 $712K 0.04% +52 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,585 shares; 2024Q4: 23,220 shares; 2025Q1: 22,921 shares; 2025Q2: 22,921 shares; 2025Q3: 22,683 shares; 2025Q4: 22,683 shares; 2026Q1: 13,104 shares; 2026Q2: 13,104 shares 13,104 $703K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $699K 0.04% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,681 shares; 2024Q4: 42,477 shares; 2025Q1: 33,166 shares; 2025Q2: 23,118 shares; 2025Q3: 21,738 shares; 2025Q4: 21,090 shares; 2026Q1: 19,525 shares; 2026Q2: 19,276 shares 19,276 $699K 0.04% -249 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,215 shares; 2025Q1: 1,377 shares; 2025Q2: 1,216 shares; 2025Q3: 1,333 shares; 2025Q4: 1,372 shares; 2026Q1: 1,651 shares; 2026Q2: 1,753 shares 1,753 $696K 0.04% +102 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: 1,214 shares; 2024Q4: 1,216 shares; 2025Q1: 1,102 shares; 2025Q2: 1,306 shares; 2025Q3: 1,309 shares; 2025Q4: 1,328 shares; 2026Q1: 1,325 shares; 2026Q2: 7,951 shares 7,951 $685K 0.04% +6,626 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: 1,393 shares; 2024Q4: 1,456 shares; 2025Q1: 1,484 shares; 2025Q2: 1,585 shares; 2025Q3: 1,614 shares; 2025Q4: 1,605 shares; 2026Q1: 1,555 shares; 2026Q2: 2,023 shares 2,023 $684K 0.04% +468 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: 1,591 shares; 2024Q4: 1,599 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,505 shares; 2025Q4: 1,548 shares; 2026Q1: 2,453 shares; 2026Q2: 2,877 shares 2,877 $681K 0.04% +424 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,402 shares; 2024Q4: 5,213 shares; 2025Q1: 5,596 shares; 2025Q2: 7,032 shares; 2025Q3: 8,258 shares; 2025Q4: 9,184 shares; 2026Q1: 9,163 shares; 2026Q2: 9,866 shares 9,866 $679K 0.04% +703 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,031 shares; 2025Q1: 1,080 shares; 2025Q2: 1,176 shares; 2025Q3: 1,028 shares; 2025Q4: 1,003 shares; 2026Q1: 1,039 shares; 2026Q2: 1,049 shares 1,049 $665K 0.04% +10 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 3,814 shares; 2025Q1: 4,209 shares; 2025Q2: 4,620 shares; 2025Q3: 5,006 shares; 2025Q4: 5,021 shares; 2026Q1: 4,985 shares; 2026Q2: 4,995 shares 4,995 $663K 0.04% +10 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: 12,862 shares; 2025Q1: 18,846 shares; 2025Q2: 19,233 shares; 2025Q3: 19,700 shares; 2025Q4: 20,048 shares; 2026Q1: 18,731 shares; 2026Q2: 17,923 shares 17,923 $663K 0.04% -808 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: 13,648 shares; 2024Q4: 15,702 shares; 2025Q1: 12,436 shares; 2025Q2: 16,284 shares; 2025Q3: 16,427 shares; 2025Q4: 12,746 shares; 2026Q1: 12,341 shares; 2026Q2: 11,562 shares 11,562 $650K 0.03% -779 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,236 shares; 2024Q4: 6,839 shares; 2025Q1: 5,895 shares; 2025Q2: 5,649 shares; 2025Q3: 9,170 shares; 2025Q4: 9,108 shares; 2026Q1: 9,396 shares; 2026Q2: 9,379 shares 9,379 $640K 0.03% -17 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: 1,342 shares; 2024Q4: 1,253 shares; 2025Q1: 1,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,860 shares; 2026Q2: 2,019 shares 2,019 $602K 0.03% +159 Timeline YMAR 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: 10,981 shares; 2024Q4: 10,981 shares; 2025Q1: 12,585 shares; 2025Q2: 12,980 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares; 2026Q1: 20,176 shares; 2026Q2: 20,368 shares 20,368 $584K 0.03% +192 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: 6,103 shares; 2024Q4: 6,302 shares; 2025Q1: 6,499 shares; 2025Q2: 6,650 shares; 2025Q3: 6,795 shares; 2025Q4: 6,631 shares; 2026Q1: 7,656 shares; 2026Q2: 8,059 shares 8,059 $580K 0.03% +403 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: 18,424 shares; 2024Q4: 16,042 shares; 2025Q1: 15,214 shares; 2025Q2: 14,534 shares; 2025Q3: 14,436 shares; 2025Q4: 16,046 shares; 2026Q1: 14,220 shares; 2026Q2: 13,524 shares 13,524 $573K 0.03% -696 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: 3,940 shares; 2024Q4: 3,967 shares; 2025Q1: 19,142 shares; 2025Q2: 19,369 shares; 2025Q3: 18,029 shares; 2025Q4: 13,740 shares; 2026Q1: 5,087 shares; 2026Q2: 4,413 shares 4,413 $572K 0.03% -674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares; 2026Q2: 1,866 shares 1,866 $572K 0.03% +288 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 30,072 shares; 2025Q3: 23,170 shares; 2025Q4: 22,730 shares; 2026Q1: 8,299 shares; 2026Q2: 6,498 shares 6,498 $566K 0.03% -1,801 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: 22,432 shares; 2024Q4: 20,515 shares; 2025Q1: 5,842 shares; 2025Q2: 4,126 shares; 2025Q3: 3,905 shares; 2025Q4: 3,508 shares; 2026Q1: 3,391 shares; 2026Q2: 3,444 shares 3,444 $563K 0.03% +53 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,818 shares; 2025Q1: 2,664 shares; 2025Q2: 2,500 shares; 2025Q3: 3,703 shares; 2025Q4: 3,680 shares; 2026Q1: 3,501 shares; 2026Q2: 3,422 shares 3,422 $562K 0.03% -79 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: 1,528 shares; 2024Q4: 1,580 shares; 2025Q1: 1,676 shares; 2025Q2: 2,031 shares; 2025Q3: 1,980 shares; 2025Q4: 2,101 shares; 2026Q1: 2,042 shares; 2026Q2: 1,985 shares 1,985 $558K 0.03% -57 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,516 shares; 2025Q1: 2,806 shares; 2025Q2: 3,219 shares; 2025Q3: 3,357 shares; 2025Q4: 5,700 shares; 2026Q1: 5,201 shares; 2026Q2: 5,363 shares 5,363 $558K 0.03% +162 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 212 shares; 2026Q1: 256 shares; 2026Q2: 273 shares 273 $543K 0.03% +17 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,514 shares; 2024Q4: 1,521 shares; 2025Q1: 1,522 shares; 2025Q2: 1,527 shares; 2025Q3: 1,530 shares; 2025Q4: 1,533 shares; 2026Q1: 1,556 shares; 2026Q2: 1,561 shares 1,561 $539K 0.03% +5 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,470 shares; 2024Q4: 4,515 shares; 2025Q1: 4,433 shares; 2025Q2: 4,455 shares; 2025Q3: 5,891 shares; 2025Q4: 6,365 shares; 2026Q1: 8,352 shares; 2026Q2: 8,395 shares 8,395 $539K 0.03% +43 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 5,467 shares; 2025Q3: 5,273 shares; 2025Q4: 4,700 shares; 2026Q1: 2,631 shares; 2026Q2: 2,100 shares 2,100 $537K 0.03% -531 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: 1,064 shares; 2025Q4: 1,104 shares; 2026Q1: 1,261 shares; 2026Q2: 1,993 shares 1,993 $536K 0.03% +732 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,115 shares; 2025Q1: 1,088 shares; 2025Q2: 1,089 shares; 2025Q3: 1,090 shares; 2025Q4: 1,091 shares; 2026Q1: 1,079 shares; 2026Q2: 6,474 shares 6,474 $535K 0.03% +5,395 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: 22,704 shares; 2024Q4: 22,990 shares; 2025Q1: 21,980 shares; 2025Q2: 22,460 shares; 2025Q3: 23,254 shares; 2025Q4: 23,256 shares; 2026Q1: 22,786 shares; 2026Q2: 22,006 shares 22,006 $530K 0.03% -780 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: 15,454 shares; 2024Q4: 11,054 shares; 2025Q1: 7,088 shares; 2025Q2: 6,313 shares; 2025Q3: 6,320 shares; 2025Q4: 5,538 shares; 2026Q1: 5,651 shares; 2026Q2: 5,833 shares 5,833 $512K 0.03% +182 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: 5,994 shares; 2024Q4: 5,962 shares; 2025Q1: 6,150 shares; 2025Q2: 7,012 shares; 2025Q3: 6,528 shares; 2025Q4: 5,556 shares; 2026Q1: 5,422 shares; 2026Q2: 5,588 shares 5,588 $507K 0.03% +166 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: 2,867 shares; 2024Q4: 2,856 shares; 2025Q1: 2,747 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,583 shares; 2026Q1: 2,440 shares; 2026Q2: 2,381 shares 2,381 $507K 0.03% -59 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 2,980 shares; 2025Q4: 3,871 shares; 2026Q1: 3,315 shares; 2026Q2: 3,482 shares 3,482 $504K 0.03% +167 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: not reported; 2024Q4: not reported; 2025Q1: 32,810 shares; 2025Q2: 31,476 shares; 2025Q3: 15,919 shares; 2025Q4: 14,956 shares; 2026Q1: 8,850 shares; 2026Q2: 6,429 shares 6,429 $496K 0.03% -2,421 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: 5,036 shares; 2024Q4: 5,040 shares; 2025Q1: 4,919 shares; 2025Q2: 5,399 shares; 2025Q3: 4,775 shares; 2025Q4: 5,591 shares; 2026Q1: 4,539 shares; 2026Q2: 4,540 shares 4,540 $486K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares; 2026Q2: 630 shares 630 $481K 0.03% +54 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,745 shares 2,745 $479K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 1,993 shares; 2025Q4: 2,090 shares; 2026Q1: 2,507 shares; 2026Q2: 2,453 shares 2,453 $465K 0.02% -54 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: 11,397 shares; 2024Q4: 23,407 shares; 2025Q1: 17,222 shares; 2025Q2: 17,151 shares; 2025Q3: 17,012 shares; 2025Q4: 17,206 shares; 2026Q1: 16,513 shares; 2026Q2: 16,601 shares 16,601 $460K 0.02% +88 Timeline FYX 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: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,179 shares 3,179 $459K 0.02% +30 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,902 shares; 2026Q2: 6,027 shares 6,027 $459K 0.02% +1,125 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,223 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares; 2026Q2: 8,900 shares 8,900 $457K 0.02% 0 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: 880 shares; 2024Q4: 889 shares; 2025Q1: 892 shares; 2025Q2: 871 shares; 2025Q3: 902 shares; 2025Q4: 913 shares; 2026Q1: 932 shares; 2026Q2: 923 shares 923 $457K 0.02% -9 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 3,037 shares; 2026Q2: 3,260 shares 3,260 $456K 0.02% +223 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: 1,790 shares; 2024Q4: 1,927 shares; 2025Q1: 2,142 shares; 2025Q2: 1,768 shares; 2025Q3: 2,290 shares; 2025Q4: 2,512 shares; 2026Q1: 2,547 shares; 2026Q2: 2,715 shares 2,715 $450K 0.02% +168 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,675 shares; 2024Q4: 10,017 shares; 2025Q1: 9,935 shares; 2025Q2: 15,416 shares; 2025Q3: 15,412 shares; 2025Q4: 12,496 shares; 2026Q1: 8,347 shares; 2026Q2: 8,347 shares 8,347 $445K 0.02% 0 Timeline XPH 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: 6,595 shares; 2024Q4: 6,619 shares; 2025Q1: 6,642 shares; 2025Q2: 6,658 shares; 2025Q3: 6,673 shares; 2025Q4: 6,686 shares; 2026Q1: 6,693 shares; 2026Q2: 6,699 shares 6,699 $444K 0.02% +6 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,080 shares; 2025Q1: 1,168 shares; 2025Q2: 1,225 shares; 2025Q3: 1,167 shares; 2025Q4: 1,148 shares; 2026Q1: 1,319 shares; 2026Q2: 1,610 shares 1,610 $444K 0.02% +291 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: 1,383 shares; 2024Q4: 1,350 shares; 2025Q1: 1,111 shares; 2025Q2: 1,254 shares; 2025Q3: 1,257 shares; 2025Q4: 1,248 shares; 2026Q1: 895 shares; 2026Q2: 889 shares 889 $442K 0.02% -6 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: 2,759 shares; 2024Q4: 2,759 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,761 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares; 2026Q2: 2,772 shares 2,772 $439K 0.02% +3 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: 4,672 shares; 2024Q4: 4,739 shares; 2025Q1: 4,770 shares; 2025Q2: 4,984 shares; 2025Q3: 4,877 shares; 2025Q4: 4,815 shares; 2026Q1: 4,849 shares; 2026Q2: 4,906 shares 4,906 $424K 0.02% +57 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: 2,312 shares; 2024Q4: 2,339 shares; 2025Q1: 2,396 shares; 2025Q2: 2,506 shares; 2025Q3: 2,570 shares; 2025Q4: 2,737 shares; 2026Q1: 2,678 shares; 2026Q2: 2,592 shares 2,592 $420K 0.02% -86 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,855 shares; 2026Q2: 4,855 shares 4,855 $416K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares; 2026Q2: 1,232 shares 1,232 $412K 0.02% +107 Timeline SFEB 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: 19,768 shares; 2026Q2: 15,700 shares 15,700 $412K 0.02% -4,068 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,289 shares 1,289 $408K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 19,317 shares; 2025Q2: 18,325 shares; 2025Q3: 18,050 shares; 2025Q4: 16,178 shares; 2026Q1: 5,091 shares; 2026Q2: 4,426 shares 4,426 $406K 0.02% -665 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,659 shares; 2024Q4: 14,024 shares; 2025Q1: 14,067 shares; 2025Q2: 11,401 shares; 2025Q3: 11,376 shares; 2025Q4: 11,383 shares; 2026Q1: 13,760 shares; 2026Q2: 13,771 shares 13,771 $399K 0.02% +11 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,184 shares; 2024Q4: 20,952 shares; 2025Q1: 12,531 shares; 2025Q2: 10,347 shares; 2025Q3: 9,222 shares; 2025Q4: 8,308 shares; 2026Q1: 3,011 shares; 2026Q2: 2,267 shares 2,267 $398K 0.02% -744 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE 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: 11,200 shares; 2026Q1: 15,200 shares; 2026Q2: 15,249 shares 15,249 $398K 0.02% +49 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,619 shares; 2024Q4: 31,297 shares; 2025Q1: 6,206 shares; 2025Q2: 4,521 shares; 2025Q3: 4,305 shares; 2025Q4: 4,340 shares; 2026Q1: 4,114 shares; 2026Q2: 4,120 shares 4,120 $395K 0.02% +6 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,091 shares; 2025Q3: 9,134 shares; 2025Q4: 9,129 shares; 2026Q1: 9,258 shares; 2026Q2: 9,236 shares 9,236 $391K 0.02% -22 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: 2,029 shares; 2024Q4: 8,124 shares; 2025Q1: 8,133 shares; 2025Q2: 8,141 shares; 2025Q3: 8,148 shares; 2025Q4: 8,156 shares; 2026Q1: 11,508 shares; 2026Q2: 11,519 shares 11,519 $390K 0.02% +11 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,160 shares; 2026Q2: 13,022 shares 13,022 $382K 0.02% -3,138 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,955 shares 4,955 $379K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,860 shares; 2025Q2: 2,163 shares; 2025Q3: 2,160 shares; 2025Q4: 2,306 shares; 2026Q1: 2,834 shares; 2026Q2: 2,989 shares 2,989 $378K 0.02% +155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,160 shares; 2026Q1: 1,697 shares; 2026Q2: 1,701 shares 1,701 $371K 0.02% +4 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,914 shares; 2024Q4: 12,914 shares; 2025Q1: 12,914 shares; 2025Q2: 12,914 shares; 2025Q3: 12,914 shares; 2025Q4: 12,914 shares; 2026Q1: 12,914 shares; 2026Q2: 12,914 shares 12,914 $366K 0.02% 0 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: 768 shares; 2024Q4: 783 shares; 2025Q1: 739 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 742 shares; 2026Q2: 2,930 shares 2,930 $364K 0.02% +2,188 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,201 shares 2,201 $363K 0.02% new 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: 4,481 shares; 2024Q4: 4,502 shares; 2025Q1: 4,513 shares; 2025Q2: 3,798 shares; 2025Q3: 3,809 shares; 2025Q4: 3,819 shares; 2026Q1: 3,831 shares; 2026Q2: 3,842 shares 3,842 $361K 0.02% +11 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 1,928 shares; 2025Q1: 1,890 shares; 2025Q2: 1,999 shares; 2025Q3: 2,011 shares; 2025Q4: 2,000 shares; 2026Q1: 2,014 shares; 2026Q2: 2,028 shares 2,028 $356K 0.02% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,077 shares 1,077 $355K 0.02% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,025 shares; 2024Q4: 14,538 shares; 2025Q1: 4,941 shares; 2025Q2: 2,801 shares; 2025Q3: 2,636 shares; 2025Q4: 1,972 shares; 2026Q1: 1,522 shares; 2026Q2: 1,524 shares 1,524 $346K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,782 shares; 2026Q2: 2,279 shares 2,279 $345K 0.02% +497 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,789 shares; 2025Q3: 3,822 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,453 shares 6,453 $343K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 687 shares; 2025Q1: 705 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 970 shares; 2026Q1: 1,020 shares; 2026Q2: 860 shares 860 $342K 0.02% -160 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 5,663 shares; 2025Q1: 5,760 shares; 2025Q2: 5,790 shares; 2025Q3: 5,815 shares; 2025Q4: 5,847 shares; 2026Q1: 5,942 shares; 2026Q2: 5,956 shares 5,956 $337K 0.02% +14 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: 3,302 shares; 2024Q4: 3,118 shares; 2025Q1: 1,548 shares; 2025Q2: 1,479 shares; 2025Q3: 1,088 shares; 2025Q4: 1,077 shares; 2026Q1: 1,042 shares; 2026Q2: 4,130 shares 4,130 $333K 0.02% +3,088 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: 823 shares; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 1,005 shares; 2025Q4: 998 shares; 2026Q1: 919 shares; 2026Q2: 895 shares 895 $332K 0.02% -24 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 2,014 shares; 2026Q1: 1,515 shares; 2026Q2: 2,073 shares 2,073 $331K 0.02% +558 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,533 shares; 2024Q4: 5,090 shares; 2025Q1: 6,612 shares; 2025Q2: 6,612 shares; 2025Q3: 6,612 shares; 2025Q4: 7,171 shares; 2026Q1: 6,612 shares; 2026Q2: 6,125 shares 6,125 $326K 0.02% -487 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; 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: 4,267 shares 4,267 $325K 0.02% new 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: not reported; 2026Q1: 861 shares; 2026Q2: 951 shares 951 $324K 0.02% +90 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: 521 shares; 2024Q4: 530 shares; 2025Q1: 492 shares; 2025Q2: 489 shares; 2025Q3: 456 shares; 2025Q4: 454 shares; 2026Q1: 508 shares; 2026Q2: 635 shares 635 $324K 0.02% +127 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 281 shares 281 $318K 0.02% +6 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,853 shares; 2024Q4: 13,853 shares; 2025Q1: 9,153 shares; 2025Q2: 9,153 shares; 2025Q3: 9,153 shares; 2025Q4: 9,153 shares; 2026Q1: not reported; 2026Q2: 9,160 shares 9,160 $318K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 3,629 shares; 2025Q3: 3,650 shares; 2025Q4: 3,991 shares; 2026Q1: 3,688 shares; 2026Q2: 3,747 shares 3,747 $317K 0.02% +59 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,902 shares; 2026Q2: 1,918 shares 1,918 $316K 0.02% +16 Timeline PRFZ 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: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $312K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $311K 0.02% new 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: 2,937 shares; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,541 shares; 2025Q3: not reported; 2025Q4: 4,625 shares; 2026Q1: 4,025 shares; 2026Q2: 5,352 shares 5,352 $310K 0.02% +1,327 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $309K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $309K 0.02% new Timeline SMLV 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: 2,909 shares; 2025Q3: 2,871 shares; 2025Q4: 2,871 shares; 2026Q1: 2,814 shares; 2026Q2: 1,956 shares 1,956 $308K 0.02% -858 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $307K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,051 shares; 2026Q2: 2,083 shares 2,083 $304K 0.02% +32 Timeline AJAN 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: 10,683 shares; 2026Q2: 10,683 shares 10,683 $303K 0.02% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 843 shares 843 $301K 0.02% new Timeline TOCT 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: 11,029 shares; 2026Q1: 11,029 shares; 2026Q2: 11,029 shares 11,029 $298K 0.02% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,923 shares; 2024Q4: 7,923 shares; 2025Q1: 7,923 shares; 2025Q2: 7,923 shares; 2025Q3: 7,808 shares; 2025Q4: 7,808 shares; 2026Q1: 6,193 shares; 2026Q2: 6,193 shares 6,193 $296K 0.02% 0 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: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 8,965 shares; 2025Q2: 6,209 shares; 2025Q3: 5,728 shares; 2025Q4: 5,633 shares; 2026Q1: 5,530 shares; 2026Q2: 5,406 shares 5,406 $294K 0.02% -124 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: 12,690 shares; 2024Q4: 12,658 shares; 2025Q1: 13,442 shares; 2025Q2: 15,716 shares; 2025Q3: 14,541 shares; 2025Q4: 15,255 shares; 2026Q1: 16,244 shares; 2026Q2: 14,156 shares 14,156 $293K 0.02% -2,088 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,597 shares; 2026Q2: 10,597 shares 10,597 $292K 0.02% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 1,794 shares; 2026Q2: 1,712 shares 1,712 $291K 0.02% -82 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,692 shares 11,692 $288K 0.02% new Timeline ITM 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: 13,650 shares; 2025Q1: not reported; 2025Q2: 35,959 shares; 2025Q3: 5,955 shares; 2025Q4: 6,000 shares; 2026Q1: 6,022 shares; 2026Q2: 6,058 shares 6,058 $285K 0.02% +36 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: 15,267 shares; 2024Q4: 14,489 shares; 2025Q1: 7,791 shares; 2025Q2: 6,228 shares; 2025Q3: 6,225 shares; 2025Q4: 6,253 shares; 2026Q1: 5,546 shares; 2026Q2: 5,492 shares 5,492 $284K 0.02% -54 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,472 shares; 2024Q4: 7,439 shares; 2025Q1: 5,484 shares; 2025Q2: 4,241 shares; 2025Q3: 4,101 shares; 2025Q4: 3,961 shares; 2026Q1: 4,090 shares; 2026Q2: 4,529 shares 4,529 $283K 0.02% +439 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: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares; 2025Q4: not reported; 2026Q1: 2,674 shares; 2026Q2: 2,947 shares 2,947 $282K 0.02% +273 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,369 shares 1,369 $281K 0.01% new 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: 5,666 shares; 2024Q4: 5,666 shares; 2025Q1: 5,666 shares; 2025Q2: 4,597 shares; 2025Q3: 5,193 shares; 2025Q4: 5,290 shares; 2026Q1: 5,290 shares; 2026Q2: 4,694 shares 4,694 $279K 0.01% -596 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: not reported; 2024Q4: 2,311 shares; 2025Q1: 2,300 shares; 2025Q2: 2,275 shares; 2025Q3: 2,276 shares; 2025Q4: 2,196 shares; 2026Q1: 2,197 shares; 2026Q2: 2,026 shares 2,026 $279K 0.01% -171 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: 1,240 shares 1,240 $278K 0.01% new 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: 422 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 507 shares; 2026Q2: 529 shares 529 $274K 0.01% +22 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,571 shares; 2026Q1: 1,889 shares; 2026Q2: 1,911 shares 1,911 $274K 0.01% +22 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: 1,228 shares 1,228 $271K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $270K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 136 shares 136 $270K 0.01% 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: not reported; 2026Q2: 279 shares 279 $269K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 589 shares 589 $267K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares; 2026Q2: 4,605 shares 4,605 $265K 0.01% +949 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,205 shares 1,205 $263K 0.01% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,344 shares; 2026Q1: 2,572 shares; 2026Q2: 2,644 shares 2,644 $262K 0.01% +72 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: 1,634 shares; 2024Q4: 1,648 shares; 2025Q1: 1,681 shares; 2025Q2: 1,716 shares; 2025Q3: 1,760 shares; 2025Q4: 1,888 shares; 2026Q1: 1,634 shares; 2026Q2: 1,635 shares 1,635 $259K 0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,027 shares; 2026Q2: 2,199 shares 2,199 $258K 0.01% +172 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,651 shares 2,651 $257K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 1,918 shares 1,918 $255K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 835 shares 835 $253K 0.01% new 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: 5,022 shares; 2024Q4: 5,022 shares; 2025Q1: 5,022 shares; 2025Q2: 5,022 shares; 2025Q3: 5,022 shares; 2025Q4: 5,022 shares; 2026Q1: 5,077 shares; 2026Q2: 5,077 shares 5,077 $251K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,874 shares; 2025Q4: 1,755 shares; 2026Q1: 1,901 shares; 2026Q2: 1,983 shares 1,983 $251K 0.01% +82 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: 5,706 shares; 2024Q4: 5,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,339 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 4,197 shares 4,197 $251K 0.01% +22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,640 shares; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: 952 shares; 2025Q4: not reported; 2026Q1: 1,136 shares; 2026Q2: 1,156 shares 1,156 $250K 0.01% +20 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,462 shares; 2026Q1: 2,538 shares; 2026Q2: 2,183 shares 2,183 $249K 0.01% -355 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948 shares; 2026Q2: 1,170 shares 1,170 $249K 0.01% +222 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,921 shares; 2025Q1: 2,937 shares; 2025Q2: 2,952 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,766 shares 2,766 $247K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,507 shares 1,507 $247K 0.01% new 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: 14,153 shares; 2024Q4: 11,855 shares; 2025Q1: 12,225 shares; 2025Q2: 13,204 shares; 2025Q3: 12,720 shares; 2025Q4: 12,773 shares; 2026Q1: 8,418 shares; 2026Q2: 10,012 shares 10,012 $246K 0.01% +1,594 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,274 shares 2,274 $245K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,540 shares; 2026Q2: 1,556 shares 1,556 $244K 0.01% +16 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 887 shares 887 $240K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 4,457 shares; 2026Q1: 2,877 shares; 2026Q2: 2,604 shares 2,604 $239K 0.01% -273 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,290 shares 2,290 $237K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 683 shares; 2026Q1: 685 shares; 2026Q2: 687 shares 687 $236K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436 $232K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,429 shares; 2026Q1: 7,429 shares; 2026Q2: 7,429 shares 7,429 $231K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647 shares; 2024Q4: 664 shares; 2025Q1: 682 shares; 2025Q2: 687 shares; 2025Q3: 714 shares; 2025Q4: 693 shares; 2026Q1: 669 shares; 2026Q2: 696 shares 696 $231K 0.01% +27 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,747 shares; 2025Q2: 2,765 shares; 2025Q3: 2,782 shares; 2025Q4: 2,809 shares; 2026Q1: 2,871 shares; 2026Q2: 2,957 shares 2,957 $228K 0.01% +86 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,563 shares; 2024Q4: 3,391 shares; 2025Q1: 3,236 shares; 2025Q2: 3,202 shares; 2025Q3: 3,218 shares; 2025Q4: 3,567 shares; 2026Q1: 3,251 shares; 2026Q2: 3,043 shares 3,043 $228K 0.01% -208 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: not reported; 2026Q1: not reported; 2026Q2: 1,667 shares 1,667 $227K 0.01% new 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: 4,950 shares; 2024Q4: 5,054 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,356 shares 2,356 $226K 0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,779 shares 8,779 $225K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $223K 0.01% new Timeline AVDE 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: 3,174 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 2,444 shares; 2026Q2: 2,470 shares 2,470 $220K 0.01% +26 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 935 shares; 2025Q2: 964 shares; 2025Q3: 961 shares; 2025Q4: 970 shares; 2026Q1: 1,393 shares; 2026Q2: 1,608 shares 1,608 $220K 0.01% +215 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,015 shares; 2025Q4: 997 shares; 2026Q1: 1,090 shares; 2026Q2: 1,089 shares 1,089 $218K 0.01% -1 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,263 shares; 2026Q2: 4,645 shares 4,645 $218K 0.01% +382 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 692 shares; 2025Q1: 4,390 shares; 2025Q2: 5,798 shares; 2025Q3: 940 shares; 2025Q4: 625 shares; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $217K 0.01% new 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: 2,042 shares; 2024Q4: 2,532 shares; 2025Q1: 2,551 shares; 2025Q2: 2,394 shares; 2025Q3: 2,512 shares; 2025Q4: 1,962 shares; 2026Q1: 1,970 shares; 2026Q2: 1,982 shares 1,982 $216K 0.01% +12 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares; 2026Q2: 1,036 shares 1,036 $214K 0.01% +11 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; 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: 20,190 shares 20,190 $213K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $213K 0.01% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 4,027 shares; 2026Q1: not reported; 2026Q2: 3,854 shares 3,854 $213K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 605 shares 605 $212K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,783 shares; 2026Q2: 2,779 shares 2,779 $210K 0.01% -4 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,624 shares; 2024Q4: 10,867 shares; 2025Q1: 9,864 shares; 2025Q2: 9,673 shares; 2025Q3: 9,673 shares; 2025Q4: 9,660 shares; 2026Q1: 8,503 shares; 2026Q2: 8,503 shares 8,503 $208K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,876 shares 1,876 $206K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 307 shares 307 $205K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $205K 0.01% new Timeline CRH CRH PLC More: the full row for CRH 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: 1,898 shares 1,898 $203K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 1,842 shares; 2026Q2: 2,147 shares 2,147 $201K 0.01% +305 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 10,384 shares 10,384 $198K 0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,188 shares; 2025Q1: 14,330 shares; 2025Q2: 14,806 shares; 2025Q3: 19,317 shares; 2025Q4: 20,957 shares; 2026Q1: 29,905 shares; 2026Q2: 47,308 shares 47,308 $106K 0.01% +17,403 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,210 shares; 2025Q2: not reported; 2025Q3: 12,368 shares; 2025Q4: 14,386 shares; 2026Q1: 19,259 shares; 2026Q2: 24,683 shares 24,683 $96K 0.01% +5,424 Timeline SOXS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,347 shares 11,347 $36.8K <0.01% new Timeline SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE 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: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $13.3K <0.01% 0 Timeline