IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 430,546 shares 430,546 $337M 16.95% +3,995 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; 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; 2026Q3: 3,856,144 shares 3,856,144 $170M 8.57% +40,512 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; 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; 2026Q3: 2,617,545 shares 2,617,545 $104M 5.23% +40,163 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; 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; 2026Q3: 2,888,481 shares 2,888,481 $100M 5.04% +20,487 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; 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; 2026Q3: 3,270,994 shares 3,270,994 $93.8M 4.72% +43,223 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 968,548 shares 968,548 $93.5M 4.71% +10,458 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; 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; 2026Q3: 941,057 shares 941,057 $88.6M 4.46% +330,625 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 261,017 shares 261,017 $87.9M 4.42% +1,129 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,981,967 shares 2,981,967 $75.7M 3.81% +74,690 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 92,209 shares 92,209 $66M 3.32% +556 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,128,174 shares 1,128,174 $57M 2.87% +56,260 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; 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; 2026Q3: 442,931 shares 442,931 $40.6M 2.04% +5,619 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,072,020 shares 1,072,020 $34.5M 1.74% +126,606 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; 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; 2026Q3: 305,992 shares 305,992 $31.5M 1.59% +706 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 124,642 shares 124,642 $28.6M 1.44% -4,640 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 49,501 shares 49,501 $26.5M 1.33% -2,477 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 68,284 shares 68,284 $24M 1.21% -1,743 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 70,835 shares 70,835 $16.1M 0.81% -8,970 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 60,008 shares 60,008 $15.7M 0.79% -537 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,725 shares 21,725 $11.2M 0.56% -1,798 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; 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; 2026Q3: 276,450 shares 276,450 $11.1M 0.56% +9,022 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; 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; 2026Q3: 455,973 shares 455,973 $10.1M 0.51% +188,952 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; 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; 2026Q3: 210,278 shares 210,278 $9.3M 0.47% +204,220 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 24,416 shares 24,416 $8.83M 0.44% -1,290 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 226,628 shares; 2026Q1: 280,640 shares; 2026Q2: 296,157 shares; 2026Q3: 213,591 shares 213,591 $7.91M 0.4% -82,566 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 162,620 shares 162,620 $7.74M 0.39% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 66,969 shares 66,969 $7.27M 0.37% -56 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,584 shares 9,584 $6.89M 0.35% -532 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 21,730 shares 21,730 $6.79M 0.34% -1,014 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,918 shares 19,918 $6.63M 0.33% -2,640 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 24,962 shares 24,962 $6.53M 0.33% -64 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; 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; 2026Q3: 88,837 shares 88,837 $6.5M 0.33% -1,183 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,569 shares 16,569 $6.39M 0.32% +168 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,300 shares 12,300 $6.24M 0.31% -1,043 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; 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; 2026Q3: 6,452 shares 6,452 $6.21M 0.31% -1,176 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,185 shares 14,185 $5.88M 0.3% +2,471 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,347 shares 7,347 $5.72M 0.29% +111 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,769 shares 23,769 $5.59M 0.28% +28 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,893 shares 19,893 $5.5M 0.28% -1,108 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,299 shares; 2025Q4: 3,414 shares; 2026Q1: 3,887 shares; 2026Q2: 3,995 shares; 2026Q3: 5,338 shares 5,338 $5.49M 0.28% +1,343 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,487 shares 4,487 $5.29M 0.27% -122 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,856 shares 30,856 $5.21M 0.26% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 176,922 shares 176,922 $5.2M 0.26% +106,787 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 47,634 shares 47,634 $4.93M 0.25% -244 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 48,677 shares 48,677 $4.92M 0.25% -40,388 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,897 shares 7,897 $4.8M 0.24% +1,888 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 101,744 shares 101,744 $4.49M 0.23% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 39,830 shares 39,830 $4.44M 0.22% +2,503 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 60,338 shares 60,338 $4.24M 0.21% -2,676 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 40,962 shares 40,962 $4.12M 0.21% -3,223 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; 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; 2026Q3: 58,691 shares 58,691 $3.64M 0.18% -8 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 29,776 shares 29,776 $3.53M 0.18% +1,911 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; 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; 2026Q3: 60,447 shares 60,447 $3.5M 0.18% -75 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,271 shares 16,271 $3.4M 0.17% +551 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,937 shares 7,937 $3.38M 0.17% -98 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; 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; 2026Q3: 60,083 shares 60,083 $3.36M 0.17% -3,424 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,648 shares; 2026Q2: 51,442 shares; 2026Q3: 50,235 shares 50,235 $3.27M 0.16% -1,207 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,523 shares 21,523 $3.13M 0.16% +9,102 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; 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; 2026Q3: 72,859 shares 72,859 $3.02M 0.15% +6,402 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; 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; 2026Q3: 58,517 shares 58,517 $2.89M 0.15% +1,545 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,941 shares 13,941 $2.77M 0.14% +14 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,577 shares; 2026Q1: 10,388 shares; 2026Q2: 10,269 shares; 2026Q3: 6,603 shares 6,603 $2.77M 0.14% -3,666 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 47,176 shares 47,176 $2.68M 0.13% -3,407 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; 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; 2026Q3: 6,026 shares 6,026 $2.68M 0.13% -2,398 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,030 shares 7,030 $2.67M 0.13% -464 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 26,687 shares 26,687 $2.64M 0.13% +64 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,419 shares 9,419 $2.62M 0.13% -814 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 57,722 shares 57,722 $2.59M 0.13% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 86,550 shares 86,550 $2.56M 0.13% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 899 shares; 2025Q1: 905 shares; 2025Q2: 989 shares; 2025Q3: 1,036 shares; 2025Q4: 1,111 shares; 2026Q1: 1,706 shares; 2026Q2: 1,887 shares; 2026Q3: 3,195 shares 3,195 $2.56M 0.13% +1,308 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,558 shares 3,558 $2.51M 0.13% -1,574 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,405 shares 16,405 $2.48M 0.12% -1,136 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,407 shares 6,407 $2.45M 0.12% +164 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; 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; 2026Q3: 44,374 shares 44,374 $2.43M 0.12% -412 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; 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; 2026Q3: 38,063 shares 38,063 $2.31M 0.12% -4,587 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,015 shares 6,015 $2.3M 0.12% +1,801 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; 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; 2026Q3: 26,219 shares 26,219 $2.25M 0.11% -382 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; 2024Q4: 1,219 shares; 2025Q1: 906 shares; 2025Q2: 776 shares; 2025Q3: 707 shares; 2025Q4: 701 shares; 2026Q1: 17,182 shares; 2026Q2: 17,809 shares; 2026Q3: 13,717 shares 13,717 $2.2M 0.11% -4,092 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 37,599 shares 37,599 $2.2M 0.11% +3,248 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,092 shares 9,092 $2.14M 0.11% +4,534 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,258 shares 2,258 $2.14M 0.11% +149 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,678 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; 2026Q3: 3,590 shares 3,590 $2.11M 0.11% +1,176 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; 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; 2026Q3: 50,776 shares 50,776 $2.11M 0.11% +137 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,771 shares 6,771 $2.09M 0.11% -552 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,167 shares; 2025Q4: 11,205 shares; 2026Q1: 11,322 shares; 2026Q2: 12,007 shares; 2026Q3: 19,793 shares 19,793 $2.07M 0.1% +7,786 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; 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; 2026Q3: 61,938 shares 61,938 $2.07M 0.1% -1,196 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,104 shares 23,104 $2.03M 0.1% +14,329 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; 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; 2026Q3: 9,176 shares 9,176 $2.01M 0.1% -1,231 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,633 shares 2,633 $1.98M 0.1% +524 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; 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; 2026Q3: 2,986 shares 2,986 $1.96M 0.1% -211 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,613 shares 5,613 $1.95M 0.1% -357 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,381 shares 8,381 $1.92M 0.1% -3,120 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,949 shares 4,949 $1.9M 0.1% +1,669 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; 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; 2026Q3: 34,943 shares 34,943 $1.89M 0.1% -111 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 36,736 shares 36,736 $1.85M 0.09% -562 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; 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; 2026Q3: 5,717 shares 5,717 $1.82M 0.09% +2,797 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; 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; 2026Q3: 30,419 shares 30,419 $1.82M 0.09% -61 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 33,225 shares 33,225 $1.8M 0.09% -6,298 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,609 shares 16,609 $1.79M 0.09% +8,614 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; 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; 2026Q3: 31,761 shares 31,761 $1.79M 0.09% -169 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,181 shares 14,181 $1.78M 0.09% -334 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; 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; 2026Q3: 4,049 shares 4,049 $1.74M 0.09% -605 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,940 shares 7,940 $1.72M 0.09% -6,900 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,031 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; 2026Q3: 2,731 shares 2,731 $1.7M 0.09% +1,682 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; 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; 2026Q3: 32,966 shares 32,966 $1.65M 0.08% -4,681 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,591 shares 8,591 $1.63M 0.08% +4,068 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,488 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; 2026Q3: 5,576 shares 5,576 $1.62M 0.08% +3,132 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; 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; 2026Q3: 6,635 shares 6,635 $1.57M 0.08% -2,714 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,597 shares 13,597 $1.55M 0.08% -2,185 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,222 shares 37,222 $1.55M 0.08% +467 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,730 shares 1,730 $1.55M 0.08% -448 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,751 shares 10,751 $1.52M 0.08% +4,279 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; 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; 2026Q3: 20,988 shares 20,988 $1.5M 0.08% +3,599 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,253 shares; 2025Q1: 1,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,860 shares; 2026Q2: 2,019 shares; 2026Q3: 5,256 shares 5,256 $1.49M 0.08% +3,237 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 248 shares; 2026Q2: 248 shares; 2026Q3: 248 shares 248 $1.46M 0.07% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,934 shares 17,934 $1.46M 0.07% -12 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,649 shares 5,649 $1.43M 0.07% +16 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 22,571 shares 22,571 $1.43M 0.07% -941 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,453 shares 4,453 $1.42M 0.07% +99 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; 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; 2026Q3: 4,546 shares 4,546 $1.42M 0.07% -2,501 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; 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; 2026Q3: 5,232 shares 5,232 $1.42M 0.07% -1,458 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; 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; 2026Q3: 24,617 shares 24,617 $1.41M 0.07% -21 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,950 shares 4,950 $1.38M 0.07% -20 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,059 shares 30,059 $1.37M 0.07% -131 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,337 shares 19,337 $1.36M 0.07% -5,239 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,782 shares; 2026Q2: 2,279 shares; 2026Q3: 9,755 shares 9,755 $1.35M 0.07% +7,476 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; 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; 2026Q3: 31,296 shares 31,296 $1.35M 0.07% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,512 shares 27,512 $1.35M 0.07% +119 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 591 shares; 2025Q1: 647 shares; 2025Q2: 614 shares; 2025Q3: 631 shares; 2025Q4: 629 shares; 2026Q1: 661 shares; 2026Q2: 6,801 shares; 2026Q3: 6,885 shares 6,885 $1.35M 0.07% +84 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 473 shares; 2026Q1: 554 shares; 2026Q2: 606 shares; 2026Q3: 1,335 shares 1,335 $1.34M 0.07% +729 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; 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; 2026Q3: 26,552 shares 26,552 $1.34M 0.07% 0 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; 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; 2026Q3: 27,442 shares 27,442 $1.33M 0.07% -2,673 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; 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; 2026Q3: 3,251 shares 3,251 $1.33M 0.07% -2,164 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,907 shares 6,907 $1.33M 0.07% +254 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,862 shares 2,862 $1.3M 0.07% -842 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,086 shares; 2026Q1: 3,037 shares; 2026Q2: 3,260 shares; 2026Q3: 9,953 shares 9,953 $1.29M 0.06% +6,693 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; 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; 2026Q3: 37,570 shares 37,570 $1.24M 0.06% -2,514 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,616 shares 14,616 $1.22M 0.06% +127 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares; 2026Q2: 9,592 shares; 2026Q3: 9,248 shares 9,248 $1.22M 0.06% -344 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,640 shares; 2025Q1: not reported; 2025Q2: 1,013 shares; 2025Q3: 952 shares; 2025Q4: not reported; 2026Q1: 1,136 shares; 2026Q2: 1,156 shares; 2026Q3: 6,241 shares 6,241 $1.19M 0.06% +5,085 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,288 shares 6,288 $1.17M 0.06% +3,835 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; 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; 2026Q3: 21,279 shares 21,279 $1.16M 0.06% -242 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,597 shares 12,597 $1.16M 0.06% +4,646 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,891 shares 14,891 $1.15M 0.06% -267 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; 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; 2026Q3: 32,922 shares 32,922 $1.15M 0.06% -2,700 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 4,954 shares; 2026Q3: 4,983 shares 4,983 $1.14M 0.06% +29 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; 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; 2026Q3: 3,770 shares 3,770 $1.13M 0.06% +48 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; 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; 2026Q3: 22,775 shares 22,775 $1.12M 0.06% -55 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; 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; 2026Q3: 25,911 shares 25,911 $1.11M 0.06% 0 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; 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; 2026Q3: 5,875 shares 5,875 $1.09M 0.06% -5,793 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,026 shares 23,026 $1.09M 0.05% +7,124 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; 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; 2026Q3: 12,467 shares 12,467 $1.08M 0.05% -1,336 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,066 shares; 2026Q3: 5,176 shares 5,176 $1.08M 0.05% +1,110 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,787 shares 6,787 $1.08M 0.05% +52 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,766 shares 11,766 $1.07M 0.05% -6,194 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,145 shares 15,145 $1.07M 0.05% +197 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; 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; 2026Q3: 7,035 shares 7,035 $1.06M 0.05% +4,046 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; 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; 2026Q3: 823 shares 823 $1.06M 0.05% -816 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,252 shares 5,252 $1.06M 0.05% -191 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; 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; 2026Q3: 26,685 shares 26,685 $1.05M 0.05% -15 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; 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; 2026Q3: 20,372 shares 20,372 $1.03M 0.05% -1,137 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; 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; 2026Q3: 22,154 shares 22,154 $1.02M 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,142 shares 10,142 $981K 0.05% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,022 shares 5,022 $978K 0.05% -321 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; 2024Q4: 722 shares; 2025Q1: 674 shares; 2025Q2: 709 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 802 shares; 2026Q2: 6,420 shares; 2026Q3: 7,614 shares 7,614 $974K 0.05% +1,194 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; 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; 2026Q3: 19,172 shares 19,172 $971K 0.05% -1,141 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,046 shares 4,046 $967K 0.05% +1,169 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,087 shares 9,087 $952K 0.05% +270 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,741 shares; 2026Q2: 8,732 shares; 2026Q3: 8,245 shares 8,245 $916K 0.05% -487 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; 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; 2026Q3: 2,170 shares 2,170 $881K 0.04% +417 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; 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; 2026Q3: 8,376 shares 8,376 $871K 0.04% -191 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,146 shares 7,146 $860K 0.04% -543 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,502 shares 1,502 $840K 0.04% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,279 shares; 2025Q1: 1,326 shares; 2025Q2: 1,292 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,020 shares; 2026Q2: 19,408 shares; 2026Q3: 18,265 shares 18,265 $833K 0.04% -1,143 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; 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; 2026Q3: 16,462 shares 16,462 $820K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,579 shares 2,579 $820K 0.04% +186 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,637 shares 4,637 $814K 0.04% +449 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,716 shares 16,716 $810K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,252 shares 9,252 $807K 0.04% +5,006 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,219 shares 10,219 $799K 0.04% 0 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; 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; 2026Q3: 14,187 shares 14,187 $778K 0.04% -844 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; 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; 2026Q3: 4,867 shares 4,867 $778K 0.04% +17 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; 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; 2026Q3: 25,359 shares 25,359 $777K 0.04% -143 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; 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; 2026Q3: 20,353 shares 20,353 $769K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares; 2026Q3: 4,848 shares 4,848 $760K 0.04% +2,110 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,975 shares 10,975 $755K 0.04% -3,359 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; 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; 2026Q3: 16,886 shares 16,886 $752K 0.04% -50 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; 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; 2026Q3: 13,104 shares 13,104 $734K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,420 shares 5,420 $727K 0.04% +57 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; 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; 2026Q3: 5,082 shares 5,082 $725K 0.04% +1,600 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; 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; 2026Q3: 20,671 shares 20,671 $705K 0.04% +49 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; 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; 2026Q3: 9,890 shares 9,890 $705K 0.04% +24 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,007 shares 5,007 $696K 0.04% +12 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,553 shares 16,553 $689K 0.03% +3,029 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; 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; 2026Q3: 17,880 shares 17,880 $675K 0.03% -43 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; 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; 2026Q3: 11,590 shares 11,590 $674K 0.03% +28 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; 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; 2026Q3: 1,903 shares 1,903 $671K 0.03% -3,891 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,107 shares 4,107 $668K 0.03% +6 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; 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; 2026Q3: 15,389 shares 15,389 $656K 0.03% -4,785 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; 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; 2026Q3: 17,409 shares 17,409 $639K 0.03% -1,867 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares; 2026Q3: 2,282 shares 2,282 $635K 0.03% +682 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares; 2026Q2: 630 shares; 2026Q3: 2,258 shares 2,258 $621K 0.03% +1,628 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,894 shares 21,894 $619K 0.03% -112 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; 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; 2026Q3: 2,002 shares 2,002 $617K 0.03% -21 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; 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; 2026Q3: 9,363 shares 9,363 $612K 0.03% +968 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,877 shares 2,877 $610K 0.03% +162 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,656 shares; 2026Q1: 1,794 shares; 2026Q2: 1,712 shares; 2026Q3: 2,999 shares 2,999 $607K 0.03% +1,287 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,271 shares 3,271 $596K 0.03% -173 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; 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; 2026Q3: 20,283 shares 20,283 $588K 0.03% -85 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; 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; 2026Q3: 1,603 shares 1,603 $586K 0.03% +42 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,474 shares 6,474 $565K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,868 shares 7,868 $564K 0.03% -191 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; 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; 2026Q3: 9,083 shares 9,083 $560K 0.03% -296 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares; 2026Q2: 1,866 shares; 2026Q3: 1,849 shares 1,849 $559K 0.03% -17 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,509 shares 5,509 $554K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,304 shares 4,304 $542K 0.03% -2,108 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,160 shares; 2026Q2: 13,022 shares; 2026Q3: 15,086 shares 15,086 $542K 0.03% +2,064 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,896 shares 5,896 $540K 0.03% +63 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,322 shares 3,322 $531K 0.03% +730 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,111 shares 3,111 $528K 0.03% -311 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 23,577 shares 23,577 $523K 0.03% +9,421 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,157 shares 5,157 $514K 0.03% -431 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; 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; 2026Q3: 3,399 shares 3,399 $504K 0.03% -1,014 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,745 shares; 2026Q3: 2,748 shares 2,748 $497K 0.03% +3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,318 shares 2,318 $494K 0.02% -63 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,902 shares; 2026Q2: 6,027 shares; 2026Q3: 6,393 shares 6,393 $483K 0.02% +366 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; 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; 2026Q3: 4,343 shares 4,343 $479K 0.02% -197 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; 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; 2026Q3: 5,642 shares 5,642 $467K 0.02% -787 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; 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; 2026Q3: 1,530 shares 1,530 $462K 0.02% +6 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; 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; 2026Q3: 2,094 shares 2,094 $460K 0.02% -5,822 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; 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; 2026Q3: 902 shares 902 $460K 0.02% +13 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,289 shares; 2026Q3: 1,385 shares 1,385 $459K 0.02% +96 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; 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; 2026Q3: 8,231 shares 8,231 $454K 0.02% -116 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; 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; 2026Q3: 16,592 shares 16,592 $452K 0.02% -9 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; 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; 2026Q3: 5,148 shares 5,148 $452K 0.02% -1,350 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,905 shares 2,905 $447K 0.02% +133 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,200 shares; 2026Q1: 15,200 shares; 2026Q2: 15,249 shares; 2026Q3: 12,773 shares 12,773 $445K 0.02% -2,476 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; 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; 2026Q3: 1,940 shares 1,940 $437K 0.02% -53 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; 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; 2026Q3: 6,703 shares 6,703 $433K 0.02% +4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,179 shares; 2026Q3: 3,179 shares 3,179 $430K 0.02% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,886 shares 1,886 $428K 0.02% -99 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,900 shares 8,900 $427K 0.02% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,530 shares 11,530 $424K 0.02% +11 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares; 2026Q3: 902 shares 902 $419K 0.02% +313 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,902 shares; 2026Q2: 1,918 shares; 2026Q3: 2,524 shares 2,524 $416K 0.02% +606 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,088 shares 5,088 $413K 0.02% +958 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; 2024Q4: 889 shares; 2025Q1: 892 shares; 2025Q2: 871 shares; 2025Q3: 902 shares; 2025Q4: 913 shares; 2026Q1: 932 shares; 2026Q2: 923 shares; 2026Q3: 944 shares 944 $409K 0.02% +21 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 530 shares; 2025Q1: 492 shares; 2025Q2: 489 shares; 2025Q3: 456 shares; 2025Q4: 454 shares; 2026Q1: 508 shares; 2026Q2: 635 shares; 2026Q3: 798 shares 798 $406K 0.02% +163 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 212 shares; 2026Q1: 256 shares; 2026Q2: 273 shares; 2026Q3: 228 shares 228 $406K 0.02% -45 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,571 shares; 2026Q1: 1,889 shares; 2026Q2: 1,911 shares; 2026Q3: 2,496 shares 2,496 $404K 0.02% +585 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares; 2026Q3: 686 shares 686 $402K 0.02% +168 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,768 shares; 2026Q2: 15,700 shares; 2026Q3: 15,556 shares 15,556 $401K 0.02% -144 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 687 shares; 2025Q1: 705 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 970 shares; 2026Q1: 1,020 shares; 2026Q2: 860 shares; 2026Q3: 944 shares 944 $400K 0.02% +84 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares; 2026Q3: 1,235 shares 1,235 $400K 0.02% +463 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,855 shares; 2026Q2: 4,855 shares; 2026Q3: 4,855 shares 4,855 $399K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,077 shares; 2026Q3: 1,074 shares 1,074 $396K 0.02% -3 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,042 shares 2,042 $392K 0.02% +14 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,983 shares 4,983 $389K 0.02% +77 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares; 2026Q3: 411 shares 411 $386K 0.02% -1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 861 shares; 2026Q2: 951 shares; 2026Q3: 1,130 shares 1,130 $385K 0.02% +179 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,842 shares; 2026Q2: 2,147 shares; 2026Q3: 3,209 shares 3,209 $378K 0.02% +1,062 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 835 shares; 2026Q3: 1,219 shares 1,219 $377K 0.02% +384 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,160 shares; 2026Q1: 1,697 shares; 2026Q2: 1,701 shares; 2026Q3: 1,702 shares 1,702 $375K 0.02% +1 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 783 shares; 2025Q1: 739 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 742 shares; 2026Q2: 2,930 shares; 2026Q3: 2,933 shares 2,933 $375K 0.02% +3 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,996 shares 5,996 $375K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,051 shares; 2026Q2: 2,083 shares; 2026Q3: 2,369 shares 2,369 $373K 0.02% +286 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,683 shares; 2026Q2: 10,683 shares; 2026Q3: 12,963 shares 12,963 $373K 0.02% +2,280 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,856 shares 3,856 $369K 0.02% +14 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; 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; 2026Q3: 9,116 shares 9,116 $368K 0.02% -120 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,251 shares 3,251 $362K 0.02% -869 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,918 shares; 2026Q3: 2,116 shares 2,116 $361K 0.02% +198 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 12,914 shares 12,914 $358K 0.02% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,353 shares 5,353 $357K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 783 shares 783 $356K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 946 shares; 2025Q3: 1,015 shares; 2025Q4: 997 shares; 2026Q1: 1,090 shares; 2026Q2: 1,089 shares; 2026Q3: 1,772 shares 1,772 $353K 0.02% +683 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,789 shares; 2025Q3: 3,822 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,453 shares; 2026Q3: 6,528 shares 6,528 $345K 0.02% +75 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,617 shares; 2025Q1: 1,713 shares; 2025Q2: 2,055 shares; 2025Q3: 1,987 shares; 2025Q4: 1,900 shares; 2026Q1: 2,098 shares; 2026Q2: not reported; 2026Q3: 2,177 shares 2,177 $340K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares; 2026Q3: 1,428 shares 1,428 $339K 0.02% +126 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 507 shares; 2026Q2: 529 shares; 2026Q3: 699 shares 699 $338K 0.02% +170 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; 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; 2026Q3: 6,070 shares 6,070 $337K 0.02% -55 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 843 shares; 2026Q3: 911 shares 911 $336K 0.02% +68 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,205 shares 11,205 $335K 0.02% -2,566 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,285 shares 4,285 $331K 0.02% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,982 shares 5,982 $327K 0.02% +26 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,290 shares; 2026Q3: 3,696 shares 3,696 $318K 0.02% +1,406 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,027 shares; 2026Q2: 2,199 shares; 2026Q3: 2,758 shares 2,758 $316K 0.02% +559 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; 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; 2026Q3: 1,109 shares 1,109 $313K 0.02% -501 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; 2024Q4: 810 shares; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 1,005 shares; 2025Q4: 998 shares; 2026Q1: 919 shares; 2026Q2: 895 shares; 2026Q3: 849 shares 849 $310K 0.02% -46 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,820 shares 1,820 $308K 0.02% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,193 shares 6,193 $305K 0.02% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,212 shares 5,212 $305K 0.02% +683 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; 2024Q4: 922 shares; 2025Q1: 935 shares; 2025Q2: 964 shares; 2025Q3: 961 shares; 2025Q4: 970 shares; 2026Q1: 1,393 shares; 2026Q2: 1,608 shares; 2026Q3: 1,836 shares 1,836 $304K 0.02% +228 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,029 shares; 2026Q1: 11,029 shares; 2026Q2: 11,029 shares; 2026Q3: 11,029 shares 11,029 $303K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 281 shares; 2026Q3: 283 shares 283 $299K 0.02% +2 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,597 shares; 2026Q2: 10,597 shares; 2026Q3: 10,695 shares 10,695 $298K 0.02% +98 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares; 2026Q3: 5,600 shares 5,600 $298K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,288 shares 1,288 $296K 0.01% -5,144 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,027 shares 2,027 $294K 0.01% +1 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; 2024Q4: not reported; 2025Q1: 3,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,656 shares; 2026Q2: 4,605 shares; 2026Q3: 4,965 shares 4,965 $294K 0.01% +360 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; 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; 2026Q3: 1,068 shares 1,068 $293K 0.01% -1,032 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; 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; 2026Q3: 4,694 shares 4,694 $291K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares; 2026Q2: 1,232 shares; 2026Q3: 1,185 shares 1,185 $288K 0.01% -47 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 862 shares 862 $286K 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,590 shares 5,590 $283K 0.01% new 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; 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; 2026Q3: 9,160 shares 9,160 $283K 0.01% 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; 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; 2026Q3: 5,003 shares 5,003 $283K 0.01% -403 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,341 shares 5,341 $279K 0.01% -151 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 257 shares 257 $278K 0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,676 shares 1,676 $272K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231 shares; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 263 shares; 2025Q4: not reported; 2026Q1: 2,495 shares; 2026Q2: not reported; 2026Q3: 1,925 shares 1,925 $271K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,667 shares; 2026Q3: 2,519 shares 2,519 $271K 0.01% +852 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 768 shares 768 $270K 0.01% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,901 shares 2,901 $266K 0.01% +135 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 692 shares; 2025Q1: 4,390 shares; 2025Q2: 5,798 shares; 2025Q3: 940 shares; 2025Q4: 625 shares; 2026Q1: not reported; 2026Q2: 1,058 shares; 2026Q3: 1,094 shares 1,094 $265K 0.01% +36 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares; 2026Q3: 690 shares 690 $264K 0.01% +85 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,126 shares 1,126 $264K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares; 2026Q3: 166 shares 166 $263K 0.01% +31 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,391 shares 4,391 $262K 0.01% +194 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,344 shares; 2026Q1: 2,572 shares; 2026Q2: 2,644 shares; 2026Q3: 2,660 shares 2,660 $262K 0.01% +16 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; 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; 2026Q3: 5,077 shares 5,077 $260K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,752 shares 1,752 $260K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,507 shares; 2026Q3: 1,508 shares 1,508 $259K 0.01% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 279 shares; 2026Q3: 330 shares 330 $258K 0.01% +51 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; 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; 2026Q3: 1,703 shares 1,703 $258K 0.01% -253 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,651 shares; 2026Q3: 2,678 shares 2,678 $256K 0.01% +27 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,783 shares; 2026Q2: 2,779 shares; 2026Q3: 3,239 shares 3,239 $255K 0.01% +460 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 587 shares 587 $255K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 887 shares; 2026Q3: 964 shares 964 $255K 0.01% +77 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 787 shares 787 $251K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,779 shares; 2026Q3: 10,832 shares 10,832 $250K 0.01% +2,053 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 825 shares 825 $250K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 683 shares; 2026Q1: 685 shares; 2026Q2: 687 shares; 2026Q3: 689 shares 689 $247K 0.01% +2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,692 shares; 2026Q3: 10,275 shares 10,275 $244K 0.01% -1,417 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 624 shares 624 $242K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,240 shares; 2026Q3: 1,158 shares 1,158 $241K 0.01% -82 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; 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; 2026Q3: 2,714 shares 2,714 $240K 0.01% -1,712 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,429 shares; 2026Q1: 7,429 shares; 2026Q2: 7,429 shares; 2026Q3: 7,429 shares 7,429 $239K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,940 shares 1,940 $238K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares; 2026Q3: 814 shares 814 $237K 0.01% +134 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 859 shares 859 $236K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,274 shares; 2026Q3: 2,086 shares 2,086 $236K 0.01% -188 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,353 shares; 2025Q4: not reported; 2026Q1: 2,674 shares; 2026Q2: 2,947 shares; 2026Q3: 2,723 shares 2,723 $235K 0.01% -224 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; 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; 2026Q3: 2,968 shares 2,968 $233K 0.01% +11 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,205 shares; 2026Q3: 1,071 shares 1,071 $233K 0.01% -134 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; 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; 2026Q3: 3,854 shares 3,854 $233K 0.01% -1,498 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,143 shares 6,143 $231K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948 shares; 2026Q2: 1,170 shares; 2026Q3: 1,035 shares 1,035 $230K 0.01% -135 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,653 shares 2,653 $228K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 714 shares 714 $228K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,457 shares; 2026Q1: 2,877 shares; 2026Q2: 2,604 shares; 2026Q3: 2,486 shares 2,486 $226K 0.01% -118 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; 2024Q4: 5,054 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,356 shares; 2026Q3: 5,130 shares 5,130 $224K 0.01% +2,774 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,285 shares 8,285 $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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,453 shares; 2026Q1: 2,444 shares; 2026Q2: 2,470 shares; 2026Q3: 2,477 shares 2,477 $222K 0.01% +7 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,061 shares 3,061 $221K 0.01% +18 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,342 shares 1,342 $218K 0.01% -925 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,000 shares 5,000 $218K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,027 shares; 2026Q1: not reported; 2026Q2: 3,854 shares; 2026Q3: 3,854 shares 3,854 $218K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,245 shares 4,245 $215K 0.01% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,833 shares 1,833 $214K 0.01% -150 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,079 shares 1,079 $212K 0.01% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,263 shares; 2026Q2: 4,645 shares; 2026Q3: 4,721 shares 4,721 $211K 0.01% +76 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,249 shares 2,249 $210K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 417 shares 417 $209K 0.01% new 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; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares; 2026Q2: 1,036 shares; 2026Q3: 1,055 shares 1,055 $209K 0.01% +19 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; 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; 2026Q3: 1,690 shares 1,690 $207K 0.01% -7,280 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,182 shares 1,182 $207K 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; 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; 2026Q3: 1,999 shares 1,999 $205K 0.01% +17 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,193 shares 3,193 $204K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,259 shares 4,259 $202K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 628 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 676 shares 676 $202K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,384 shares; 2026Q3: 10,873 shares 10,873 $192K 0.01% +489 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,171 shares 11,171 $151K 0.01% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150,000 shares 150,000 $53.7K <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; 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; 2026Q3: 26,366 shares 26,366 $44.8K <0.01% -20,942 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $11K <0.01% 0 Timeline