PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,564 shares; 2025Q2: 154,234 shares; 2025Q3: 155,977 shares; 2025Q4: 165,654 shares; 2026Q1: 166,918 shares; 2026Q2: 172,951 shares 172,951 $29.1M 5.71% +6,033 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,678 shares; 2024Q4: 95,205 shares; 2025Q1: 106,582 shares; 2025Q2: 106,150 shares; 2025Q3: 103,890 shares; 2025Q4: 105,999 shares; 2026Q1: 102,737 shares; 2026Q2: 113,235 shares 113,235 $22.7M 4.44% +10,498 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,276 shares; 2024Q4: 122,050 shares; 2025Q1: 144,577 shares; 2025Q2: 198,788 shares; 2025Q3: 208,142 shares; 2025Q4: 271,178 shares; 2026Q1: 328,097 shares; 2026Q2: 403,001 shares 403,001 $19.2M 3.75% +74,904 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540,693 shares; 2026Q1: 536,197 shares; 2026Q2: 534,795 shares 534,795 $16M 3.15% -1,402 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,990 shares; 2024Q4: 31,418 shares; 2025Q1: 15,011 shares; 2025Q2: 23,132 shares; 2025Q3: 22,968 shares; 2025Q4: 21,973 shares; 2026Q1: 21,679 shares; 2026Q2: 21,391 shares 21,391 $15.8M 3.09% -288 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,133 shares; 2024Q4: 55,119 shares; 2025Q1: 53,340 shares; 2025Q2: 51,450 shares; 2025Q3: 50,486 shares; 2025Q4: 50,422 shares; 2026Q1: 54,584 shares; 2026Q2: 55,413 shares 55,413 $13.2M 2.59% +829 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,597 shares; 2024Q4: 57,769 shares; 2025Q1: 55,753 shares; 2025Q2: 52,931 shares; 2025Q3: 39,907 shares; 2025Q4: 40,808 shares; 2026Q1: 40,844 shares; 2026Q2: 39,523 shares 39,523 $11.4M 2.24% -1,321 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,793 shares; 2024Q4: 16,823 shares; 2025Q1: 16,782 shares; 2025Q2: 16,322 shares; 2025Q3: 15,736 shares; 2025Q4: 17,166 shares; 2026Q1: 17,106 shares; 2026Q2: 18,193 shares 18,193 $10.2M 2.01% +1,087 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628 shares; 2024Q4: 3,976 shares; 2025Q1: 15,795 shares; 2025Q2: 18,956 shares; 2025Q3: 17,615 shares; 2025Q4: 19,483 shares; 2026Q1: 22,336 shares; 2026Q2: 24,892 shares 24,892 $9.4M 1.84% +2,556 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,075 shares; 2024Q4: 220,315 shares; 2025Q1: 222,008 shares; 2025Q2: 206,666 shares; 2025Q3: 218,579 shares; 2025Q4: 221,117 shares; 2026Q1: 226,809 shares; 2026Q2: 224,052 shares 224,052 $9.21M 1.81% -2,757 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,643 shares; 2024Q4: 86,470 shares; 2025Q1: 103,081 shares; 2025Q2: 104,442 shares; 2025Q3: 115,759 shares; 2025Q4: 116,161 shares; 2026Q1: 119,547 shares; 2026Q2: 127,998 shares 127,998 $7.87M 1.54% +8,451 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,794 shares; 2024Q4: 109,690 shares; 2025Q1: 124,472 shares; 2025Q2: 121,431 shares; 2025Q3: 133,975 shares; 2025Q4: 132,974 shares; 2026Q1: 133,390 shares; 2026Q2: 138,440 shares 138,440 $7.82M 1.53% +5,050 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,148 shares; 2024Q4: 12,125 shares; 2025Q1: 13,121 shares; 2025Q2: 13,209 shares; 2025Q3: 11,944 shares; 2025Q4: 11,800 shares; 2026Q1: 13,830 shares; 2026Q2: 13,455 shares 13,455 $7.82M 1.53% -375 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 186,911 shares; 2025Q2: 266,864 shares; 2025Q3: 271,935 shares; 2025Q4: 147,422 shares; 2026Q1: 27,587 shares; 2026Q2: 281,199 shares 281,199 $7.63M 1.5% +253,612 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,118 shares; 2024Q4: 9,047 shares; 2025Q1: 9,571 shares; 2025Q2: 9,301 shares; 2025Q3: 9,771 shares; 2025Q4: 9,459 shares; 2026Q1: 9,260 shares; 2026Q2: 9,408 shares 9,408 $7.03M 1.38% +148 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,800 shares; 2024Q4: 50,601 shares; 2025Q1: 38,315 shares; 2025Q2: 32,315 shares; 2025Q3: 31,092 shares; 2025Q4: 29,719 shares; 2026Q1: 28,837 shares; 2026Q2: 27,713 shares 27,713 $5.9M 1.16% -1,124 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,936 shares; 2024Q4: 12,747 shares; 2025Q1: 13,204 shares; 2025Q2: 15,871 shares; 2025Q3: 12,411 shares; 2025Q4: 13,606 shares; 2026Q1: 14,525 shares; 2026Q2: 16,324 shares 16,324 $5.83M 1.14% +1,799 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,784 shares; 2025Q2: 57,531 shares; 2025Q3: 59,828 shares; 2025Q4: 64,786 shares; 2026Q1: 65,470 shares; 2026Q2: 76,892 shares 76,892 $5.82M 1.14% +11,422 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,425 shares; 2025Q3: 111,875 shares; 2025Q4: 157,185 shares; 2026Q1: 270,634 shares; 2026Q2: 298,401 shares 298,401 $5.7M 1.12% +27,767 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,562 shares; 2025Q3: 16,552 shares; 2025Q4: 54,804 shares; 2026Q1: 56,976 shares; 2026Q2: 43,942 shares 43,942 $5.61M 1.1% -13,034 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,879 shares; 2024Q4: 75,016 shares; 2025Q1: 82,105 shares; 2025Q2: 46,218 shares; 2025Q3: 45,204 shares; 2025Q4: 50,230 shares; 2026Q1: 83,071 shares; 2026Q2: 103,711 shares 103,711 $5.24M 1.03% +20,640 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,765 shares; 2024Q4: 9,906 shares; 2025Q1: 9,770 shares; 2025Q2: 6,511 shares; 2025Q3: 6,874 shares; 2025Q4: 8,392 shares; 2026Q1: 8,221 shares; 2026Q2: 7,751 shares 7,751 $5.08M 1% -470 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,544 shares; 2024Q4: 14,718 shares; 2025Q1: 15,084 shares; 2025Q2: 15,972 shares; 2025Q3: 15,619 shares; 2025Q4: 14,809 shares; 2026Q1: 14,516 shares; 2026Q2: 14,362 shares 14,362 $5.07M 0.99% -154 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,488 shares; 2024Q4: 13,284 shares; 2025Q1: 13,398 shares; 2025Q2: 12,734 shares; 2025Q3: 12,144 shares; 2025Q4: 12,865 shares; 2026Q1: 13,228 shares; 2026Q2: 13,516 shares 13,516 $5.04M 0.99% +288 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,404 shares; 2024Q4: 43,584 shares; 2025Q1: 29,067 shares; 2025Q2: 21,850 shares; 2025Q3: 21,715 shares; 2025Q4: 21,224 shares; 2026Q1: 21,173 shares; 2026Q2: 21,269 shares 21,269 $5.03M 0.99% +96 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,682 shares; 2024Q4: 28,514 shares; 2025Q1: 47,089 shares; 2025Q2: 47,949 shares; 2025Q3: 48,234 shares; 2025Q4: 36,956 shares; 2026Q1: 36,954 shares; 2026Q2: 35,265 shares 35,265 $4.7M 0.92% -1,689 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,123 shares; 2024Q4: 108,946 shares; 2025Q1: 107,120 shares; 2025Q2: 104,439 shares; 2025Q3: 101,913 shares; 2025Q4: 101,622 shares; 2026Q1: 98,184 shares; 2026Q2: 88,802 shares 88,802 $4.68M 0.92% -9,382 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,447 shares; 2025Q2: 121,944 shares; 2025Q3: 125,186 shares; 2025Q4: 142,671 shares; 2026Q1: 151,246 shares; 2026Q2: 177,979 shares 177,979 $4.55M 0.89% +26,733 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,186 shares; 2024Q4: 53,361 shares; 2025Q1: 58,929 shares; 2025Q2: 65,470 shares; 2025Q3: 65,342 shares; 2025Q4: 94,079 shares; 2026Q1: 98,651 shares; 2026Q2: 102,086 shares 102,086 $4.48M 0.88% +3,435 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,634 shares; 2024Q4: 2,306 shares; 2025Q1: 3,431 shares; 2025Q2: 3,149 shares; 2025Q3: 3,189 shares; 2025Q4: 3,440 shares; 2026Q1: 3,524 shares; 2026Q2: 3,646 shares 3,646 $4.38M 0.86% +122 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,601 shares; 2024Q4: 9,716 shares; 2025Q1: 9,709 shares; 2025Q2: 8,171 shares; 2025Q3: 7,235 shares; 2025Q4: 7,404 shares; 2026Q1: 7,426 shares; 2026Q2: 8,599 shares 8,599 $4.3M 0.84% +1,173 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,531 shares; 2024Q4: 54,888 shares; 2025Q1: 46,122 shares; 2025Q2: 52,375 shares; 2025Q3: 55,291 shares; 2025Q4: 57,562 shares; 2026Q1: 57,846 shares; 2026Q2: 69,187 shares 69,187 $4.13M 0.81% +11,341 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,378 shares; 2024Q4: 350,062 shares; 2025Q1: 249,068 shares; 2025Q2: 171,917 shares; 2025Q3: 135,147 shares; 2025Q4: 123,674 shares; 2026Q1: 125,609 shares; 2026Q2: 128,015 shares 128,015 $4.06M 0.8% +2,406 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,230 shares; 2025Q3: 56,771 shares; 2025Q4: 57,327 shares; 2026Q1: 59,796 shares; 2026Q2: 169,510 shares 169,510 $3.99M 0.78% +109,714 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,322 shares; 2025Q1: 6,539 shares; 2025Q2: 50,519 shares; 2025Q3: 61,862 shares; 2025Q4: 63,745 shares; 2026Q1: 74,750 shares; 2026Q2: 73,821 shares 73,821 $3.92M 0.77% -929 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,115 shares 44,115 $3.88M 0.76% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,070 shares; 2024Q4: 5,873 shares; 2025Q1: 5,944 shares; 2025Q2: 3,015 shares; 2025Q3: 2,713 shares; 2025Q4: 2,398 shares; 2026Q1: 4,486 shares; 2026Q2: 3,213 shares 3,213 $3.71M 0.73% -1,273 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,987 shares; 2024Q4: 36,421 shares; 2025Q1: 35,747 shares; 2025Q2: 34,421 shares; 2025Q3: 30,802 shares; 2025Q4: 31,121 shares; 2026Q1: 32,959 shares; 2026Q2: 31,614 shares 31,614 $3.69M 0.72% -1,345 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,512 shares; 2024Q4: 82,537 shares; 2025Q1: 86,692 shares; 2025Q2: 73,047 shares; 2025Q3: 63,991 shares; 2025Q4: 63,372 shares; 2026Q1: 62,945 shares; 2026Q2: 62,455 shares 62,455 $3.6M 0.71% -490 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,715 shares; 2026Q1: 59,850 shares; 2026Q2: 75,097 shares 75,097 $3.44M 0.67% +15,247 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,234 shares; 2025Q1: 35,615 shares; 2025Q2: 33,872 shares; 2025Q3: 32,351 shares; 2025Q4: 33,720 shares; 2026Q1: 36,265 shares; 2026Q2: 35,845 shares 35,845 $3.42M 0.67% -420 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,250 shares; 2025Q4: 48,600 shares; 2026Q1: 327,025 shares; 2026Q2: 345,925 shares 345,925 $3.41M 0.67% +18,900 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,851 shares; 2024Q4: 10,798 shares; 2025Q1: 14,015 shares; 2025Q2: 13,247 shares; 2025Q3: 12,774 shares; 2025Q4: 11,488 shares; 2026Q1: 10,995 shares; 2026Q2: 10,819 shares 10,819 $3.25M 0.64% -176 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,355 shares; 2025Q1: 11,055 shares; 2025Q2: 14,802 shares; 2025Q3: 22,387 shares; 2025Q4: 27,405 shares; 2026Q1: 43,560 shares; 2026Q2: 60,325 shares 60,325 $3.23M 0.63% +16,765 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,283 shares; 2024Q4: 7,154 shares; 2025Q1: 8,592 shares; 2025Q2: 8,363 shares; 2025Q3: 8,621 shares; 2025Q4: 8,223 shares; 2026Q1: 7,491 shares; 2026Q2: 7,527 shares 7,527 $3.17M 0.62% +36 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,143 shares; 2024Q4: 5,143 shares; 2025Q1: 8,083 shares; 2025Q2: 9,813 shares; 2025Q3: 9,813 shares; 2025Q4: 9,790 shares; 2026Q1: 9,787 shares; 2026Q2: 39,143 shares 39,143 $3.15M 0.62% +29,356 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,684 shares 41,684 $3.12M 0.61% new Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,115 shares; 2024Q4: 58,660 shares; 2025Q1: 56,433 shares; 2025Q2: 54,885 shares; 2025Q3: 55,525 shares; 2025Q4: 53,515 shares; 2026Q1: 51,389 shares; 2026Q2: 46,176 shares 46,176 $3.02M 0.59% -5,213 Timeline MDST ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,000 shares; 2026Q2: 90,325 shares 90,325 $2.6M 0.51% -8,675 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,193 shares; 2024Q4: 3,474 shares; 2025Q1: 3,853 shares; 2025Q2: 4,045 shares; 2025Q3: 4,023 shares; 2025Q4: 4,040 shares; 2026Q1: 3,509 shares; 2026Q2: 3,345 shares 3,345 $2.51M 0.49% -164 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,946 shares; 2025Q2: 16,614 shares; 2025Q3: 24,052 shares; 2025Q4: 26,998 shares; 2026Q1: 37,321 shares; 2026Q2: 44,089 shares 44,089 $2.5M 0.49% +6,768 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,275 shares; 2024Q4: 25,381 shares; 2025Q1: 46,661 shares; 2025Q2: 61,423 shares; 2025Q3: 62,309 shares; 2025Q4: 93,737 shares; 2026Q1: 96,346 shares; 2026Q2: 31,479 shares 31,479 $2.43M 0.48% -64,867 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,013 shares; 2024Q4: 15,430 shares; 2025Q1: 20,057 shares; 2025Q2: 22,577 shares; 2025Q3: 23,222 shares; 2025Q4: 28,151 shares; 2026Q1: 29,228 shares; 2026Q2: 25,153 shares 25,153 $2.43M 0.48% -4,075 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,864 shares; 2024Q4: 58,118 shares; 2025Q1: 37,501 shares; 2025Q2: 28,250 shares; 2025Q3: 27,745 shares; 2025Q4: 25,828 shares; 2026Q1: 25,556 shares; 2026Q2: 24,828 shares 24,828 $2.35M 0.46% -728 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,833 shares; 2024Q4: 78,763 shares; 2025Q1: 62,275 shares; 2025Q2: 60,587 shares; 2025Q3: 61,719 shares; 2025Q4: 71,744 shares; 2026Q1: 74,170 shares; 2026Q2: 27,563 shares 27,563 $2.27M 0.45% -46,607 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,845 shares; 2024Q4: 36,812 shares; 2025Q1: 38,685 shares; 2025Q2: 33,312 shares; 2025Q3: 29,283 shares; 2025Q4: 27,499 shares; 2026Q1: 28,043 shares; 2026Q2: 29,798 shares 29,798 $2.26M 0.44% +1,755 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,570 shares; 2025Q1: 1,641 shares; 2025Q2: 1,702 shares; 2025Q3: 2,088 shares; 2025Q4: 1,823 shares; 2026Q1: 1,918 shares; 2026Q2: 2,940 shares 2,940 $2.24M 0.44% +1,022 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,050 shares; 2026Q1: 32,010 shares; 2026Q2: 55,983 shares 55,983 $2.2M 0.43% +23,973 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,682 shares; 2025Q1: 2,690 shares; 2025Q2: 3,111 shares; 2025Q3: 2,639 shares; 2025Q4: 26,805 shares; 2026Q1: 27,890 shares; 2026Q2: 29,904 shares 29,904 $2.14M 0.42% +2,014 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,607 shares; 2024Q4: 5,654 shares; 2025Q1: 5,616 shares; 2025Q2: 5,576 shares; 2025Q3: 5,558 shares; 2025Q4: 5,829 shares; 2026Q1: 5,532 shares; 2026Q2: 24,030 shares 24,030 $2.11M 0.41% +18,498 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,288 shares; 2024Q4: 9,849 shares; 2025Q1: 7,313 shares; 2025Q2: 13,853 shares; 2025Q3: 17,108 shares; 2025Q4: 22,887 shares; 2026Q1: 47,480 shares; 2026Q2: 46,490 shares 46,490 $2.08M 0.41% -990 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,497 shares; 2024Q4: 7,076 shares; 2025Q1: 6,478 shares; 2025Q2: 8,309 shares; 2025Q3: 7,346 shares; 2025Q4: 15,214 shares; 2026Q1: 39,327 shares; 2026Q2: 39,064 shares 39,064 $2.07M 0.41% -263 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,098 shares; 2025Q1: 2,343 shares; 2025Q2: 3,138 shares; 2025Q3: 3,754 shares; 2025Q4: 4,446 shares; 2026Q1: 3,915 shares; 2026Q2: 4,257 shares 4,257 $2.04M 0.4% +342 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 8,666 shares; 2025Q4: 9,424 shares; 2026Q1: 9,815 shares; 2026Q2: 36,373 shares 36,373 $1.86M 0.36% +26,558 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 4,308 shares; 2025Q1: 4,638 shares; 2025Q2: 5,344 shares; 2025Q3: 5,356 shares; 2025Q4: 5,220 shares; 2026Q1: 5,425 shares; 2026Q2: 5,462 shares 5,462 $1.79M 0.35% +37 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,545 shares; 2026Q2: 15,295 shares 15,295 $1.77M 0.35% +5,750 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 2,434 shares; 2025Q1: 2,437 shares; 2025Q2: 2,455 shares; 2025Q3: 2,442 shares; 2025Q4: 2,468 shares; 2026Q1: 2,428 shares; 2026Q2: 2,485 shares 2,485 $1.71M 0.33% +57 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,248 shares; 2024Q4: 119,737 shares; 2025Q1: 66,436 shares; 2025Q2: 42,388 shares; 2025Q3: 42,767 shares; 2025Q4: 39,546 shares; 2026Q1: 37,728 shares; 2026Q2: 36,864 shares 36,864 $1.7M 0.33% -864 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,695 shares; 2024Q4: 2,572 shares; 2025Q1: 2,306 shares; 2025Q2: 2,509 shares; 2025Q3: 2,589 shares; 2025Q4: 2,652 shares; 2026Q1: 3,031 shares; 2026Q2: 4,599 shares 4,599 $1.69M 0.33% +1,568 Timeline WEEL TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,850 shares; 2026Q1: 63,025 shares; 2026Q2: 84,725 shares 84,725 $1.68M 0.33% +21,700 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,789 shares; 2024Q4: 13,902 shares; 2025Q1: 14,641 shares; 2025Q2: 16,076 shares; 2025Q3: 17,759 shares; 2025Q4: 21,473 shares; 2026Q1: 23,675 shares; 2026Q2: 22,416 shares 22,416 $1.62M 0.32% -1,259 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,695 shares; 2024Q4: 34,780 shares; 2025Q1: 32,230 shares; 2025Q2: 30,511 shares; 2025Q3: 43,223 shares; 2025Q4: 47,931 shares; 2026Q1: 51,396 shares; 2026Q2: 54,129 shares 54,129 $1.59M 0.31% +2,733 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 795 shares; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,852 shares; 2025Q4: 1,935 shares; 2026Q1: 1,965 shares; 2026Q2: 2,118 shares 2,118 $1.53M 0.3% +153 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 2,669 shares; 2025Q1: 2,443 shares; 2025Q2: 3,132 shares; 2025Q3: 2,729 shares; 2025Q4: 2,364 shares; 2026Q1: 2,917 shares; 2026Q2: 2,876 shares 2,876 $1.48M 0.29% -41 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 9,191 shares; 2025Q1: 10,626 shares; 2025Q2: 11,035 shares; 2025Q3: 12,288 shares; 2025Q4: 13,023 shares; 2026Q1: 12,491 shares; 2026Q2: 12,495 shares 12,495 $1.47M 0.29% +4 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,533 shares; 2026Q2: 32,072 shares 32,072 $1.43M 0.28% +5,539 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,874 shares; 2024Q4: 135,826 shares; 2025Q1: 61,904 shares; 2025Q2: 32,198 shares; 2025Q3: 31,129 shares; 2025Q4: 25,561 shares; 2026Q1: 31,791 shares; 2026Q2: 30,339 shares 30,339 $1.42M 0.28% -1,452 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,269 shares; 2024Q4: 25,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,740 shares 27,740 $1.4M 0.27% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,684 shares; 2025Q2: 34,953 shares; 2025Q3: 41,371 shares; 2025Q4: 45,746 shares; 2026Q1: 49,461 shares; 2026Q2: 50,334 shares 50,334 $1.39M 0.27% +873 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,603 shares; 2024Q4: 41,013 shares; 2025Q1: 20,687 shares; 2025Q2: 14,871 shares; 2025Q3: 15,095 shares; 2025Q4: 15,279 shares; 2026Q1: 15,350 shares; 2026Q2: 15,409 shares 15,409 $1.38M 0.27% +59 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,500 shares; 2025Q4: 32,425 shares; 2026Q1: 60,106 shares; 2026Q2: 70,081 shares 70,081 $1.37M 0.27% +9,975 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,725 shares; 2024Q4: 19,485 shares; 2025Q1: 19,485 shares; 2025Q2: 21,235 shares; 2025Q3: 21,835 shares; 2025Q4: 22,510 shares; 2026Q1: 23,860 shares; 2026Q2: 24,610 shares 24,610 $1.29M 0.25% +750 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 227 shares; 2025Q4: 259 shares; 2026Q1: 276 shares; 2026Q2: 641 shares 641 $1.28M 0.25% +365 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,960 shares; 2024Q4: 18,410 shares; 2025Q1: 27,034 shares; 2025Q2: 28,216 shares; 2025Q3: 26,780 shares; 2025Q4: 17,823 shares; 2026Q1: 21,800 shares; 2026Q2: 25,007 shares 25,007 $1.26M 0.25% +3,207 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,416 shares; 2025Q4: 30,659 shares; 2026Q1: 33,553 shares; 2026Q2: 30,698 shares 30,698 $1.25M 0.25% -2,855 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 9,208 shares; 2025Q1: 9,235 shares; 2025Q2: 9,615 shares; 2025Q3: 9,039 shares; 2025Q4: 8,873 shares; 2026Q1: 8,687 shares; 2026Q2: 9,000 shares 9,000 $1.23M 0.24% +313 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,238 shares; 2024Q4: 23,517 shares; 2025Q1: 24,184 shares; 2025Q2: 24,020 shares; 2025Q3: 25,163 shares; 2025Q4: 24,183 shares; 2026Q1: 24,126 shares; 2026Q2: 24,379 shares 24,379 $1.23M 0.24% +253 Timeline NOWL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278,148 shares 278,148 $1.22M 0.24% 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; 2024Q3: 7,568 shares; 2024Q4: 7,755 shares; 2025Q1: 8,633 shares; 2025Q2: 8,377 shares; 2025Q3: 8,383 shares; 2025Q4: 9,357 shares; 2026Q1: 10,164 shares; 2026Q2: 10,387 shares 10,387 $1.18M 0.23% +223 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,243 shares; 2024Q4: 24,016 shares; 2025Q1: 23,865 shares; 2025Q2: 23,434 shares; 2025Q3: 21,166 shares; 2025Q4: 18,794 shares; 2026Q1: 19,062 shares; 2026Q2: 18,760 shares 18,760 $1.17M 0.23% -302 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,994 shares; 2025Q2: 6,889 shares; 2025Q3: 6,826 shares; 2025Q4: 4,285 shares; 2026Q1: 4,338 shares; 2026Q2: 4,497 shares 4,497 $1.15M 0.23% +159 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,945 shares; 2024Q4: 81,948 shares; 2025Q1: 9,162 shares; 2025Q2: 9,237 shares; 2025Q3: 12,303 shares; 2025Q4: 14,858 shares; 2026Q1: 16,203 shares; 2026Q2: 28,420 shares 28,420 $1.15M 0.22% +12,217 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,017 shares; 2025Q4: 41,047 shares; 2026Q1: 40,712 shares; 2026Q2: 40,012 shares 40,012 $1.14M 0.22% -700 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,968 shares; 2024Q4: 3,603 shares; 2025Q1: 3,476 shares; 2025Q2: 3,618 shares; 2025Q3: 3,285 shares; 2025Q4: 2,895 shares; 2026Q1: 3,353 shares; 2026Q2: 3,240 shares 3,240 $1.1M 0.22% -113 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,030 shares; 2024Q4: 86,359 shares; 2025Q1: 16,151 shares; 2025Q2: 13,589 shares; 2025Q3: 13,019 shares; 2025Q4: 13,385 shares; 2026Q1: 13,460 shares; 2026Q2: 13,540 shares 13,540 $1.07M 0.21% +80 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,151 shares; 2025Q4: 4,153 shares; 2026Q1: 2,104 shares; 2026Q2: 2,200 shares 2,200 $1.06M 0.21% +96 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,950 shares; 2025Q4: 21,460 shares; 2026Q1: 24,320 shares; 2026Q2: 50,240 shares 50,240 $1.02M 0.2% +25,920 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,556 shares; 2025Q4: 6,093 shares; 2026Q1: 7,343 shares; 2026Q2: 7,289 shares 7,289 $1.02M 0.2% -54 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,992 shares; 2024Q4: 21,252 shares; 2025Q1: 27,337 shares; 2025Q2: 27,337 shares; 2025Q3: 27,337 shares; 2025Q4: 16,061 shares; 2026Q1: 15,464 shares; 2026Q2: 9,632 shares 9,632 $1M 0.2% -5,832 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146 shares; 2024Q4: 1,252 shares; 2025Q1: 1,244 shares; 2025Q2: 1,288 shares; 2025Q3: 1,174 shares; 2025Q4: 1,001 shares; 2026Q1: 1,006 shares; 2026Q2: 939 shares 939 $1M 0.2% -67 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 3,347 shares; 2026Q1: 4,059 shares; 2026Q2: 12,573 shares 12,573 $981K 0.19% +8,514 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,678 shares; 2024Q4: 6,678 shares; 2025Q1: 6,678 shares; 2025Q2: 6,629 shares; 2025Q3: 6,630 shares; 2025Q4: 6,557 shares; 2026Q1: 6,558 shares; 2026Q2: 6,558 shares 6,558 $960K 0.19% 0 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,342 shares; 2025Q1: 31,994 shares; 2025Q2: 52,762 shares; 2025Q3: 55,423 shares; 2025Q4: 41,392 shares; 2026Q1: 27,416 shares; 2026Q2: 24,383 shares 24,383 $950K 0.19% -3,033 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,315 shares; 2026Q2: 20,650 shares 20,650 $941K 0.18% +1,335 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,455 shares; 2025Q1: 2,468 shares; 2025Q2: 2,775 shares; 2025Q3: 2,698 shares; 2025Q4: 2,715 shares; 2026Q1: 2,722 shares; 2026Q2: 2,636 shares 2,636 $930K 0.18% -86 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,071 shares; 2024Q4: 5,240 shares; 2025Q1: 5,850 shares; 2025Q2: 5,200 shares; 2025Q3: 4,628 shares; 2025Q4: 1,531 shares; 2026Q1: 1,344 shares; 2026Q2: 1,315 shares 1,315 $925K 0.18% -29 Timeline ASTX INVESTMENT MANAGERS SER TR More: the full row for INVESTMENT MANAGERS SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,483 shares 33,483 $924K 0.18% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,560 shares; 2026Q2: 3,721 shares 3,721 $922K 0.18% +1,161 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,450 shares; 2024Q4: 36,168 shares; 2025Q1: 41,918 shares; 2025Q2: 40,523 shares; 2025Q3: 32,215 shares; 2025Q4: 19,842 shares; 2026Q1: 17,852 shares; 2026Q2: 18,167 shares 18,167 $919K 0.18% +315 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,258 shares; 2025Q1: 1,395 shares; 2025Q2: 1,074 shares; 2025Q3: 1,921 shares; 2025Q4: 1,135 shares; 2026Q1: 1,067 shares; 2026Q2: 3,231 shares 3,231 $909K 0.18% +2,164 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,517 shares; 2025Q1: 2,429 shares; 2025Q2: 2,705 shares; 2025Q3: 2,686 shares; 2025Q4: 2,463 shares; 2026Q1: 2,459 shares; 2026Q2: 2,631 shares 2,631 $903K 0.18% +172 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares; 2026Q2: 19,669 shares 19,669 $892K 0.17% +14,072 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,600 shares; 2025Q2: 44,600 shares; 2025Q3: 44,600 shares; 2025Q4: 44,600 shares; 2026Q1: 44,500 shares; 2026Q2: 44,500 shares 44,500 $862K 0.17% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,276 shares; 2024Q4: 12,266 shares; 2025Q1: 12,166 shares; 2025Q2: 11,233 shares; 2025Q3: 10,753 shares; 2025Q4: 9,187 shares; 2026Q1: 8,715 shares; 2026Q2: 8,858 shares 8,858 $858K 0.17% +143 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,287 shares 3,287 $856K 0.17% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,050 shares; 2024Q4: 16,050 shares; 2025Q1: 16,050 shares; 2025Q2: 16,050 shares; 2025Q3: 16,050 shares; 2025Q4: 16,050 shares; 2026Q1: 15,925 shares; 2026Q2: 15,925 shares 15,925 $840K 0.16% 0 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,588 shares; 2024Q4: 11,368 shares; 2025Q1: 11,368 shares; 2025Q2: 11,088 shares; 2025Q3: 11,088 shares; 2025Q4: 11,082 shares; 2026Q1: 11,065 shares; 2026Q2: 11,065 shares 11,065 $824K 0.16% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,369 shares; 2025Q1: 1,398 shares; 2025Q2: 1,169 shares; 2025Q3: 1,042 shares; 2025Q4: 879 shares; 2026Q1: 844 shares; 2026Q2: 876 shares 876 $820K 0.16% +32 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,382 shares; 2026Q1: not reported; 2026Q2: 9,777 shares 9,777 $812K 0.16% new Timeline TGLR WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,029 shares 20,029 $811K 0.16% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,484 shares; 2024Q4: 47,376 shares; 2025Q1: 63,640 shares; 2025Q2: 82,909 shares; 2025Q3: 87,144 shares; 2025Q4: 90,001 shares; 2026Q1: 95,347 shares; 2026Q2: 118,469 shares 118,469 $808K 0.16% +23,122 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,010 shares; 2024Q4: 32,960 shares; 2025Q1: 45,760 shares; 2025Q2: 44,545 shares; 2025Q3: 44,969 shares; 2025Q4: 44,911 shares; 2026Q1: 45,390 shares; 2026Q2: 43,745 shares 43,745 $806K 0.16% -1,645 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,371 shares; 2025Q1: 2,227 shares; 2025Q2: 2,173 shares; 2025Q3: 2,197 shares; 2025Q4: 2,743 shares; 2026Q1: 2,173 shares; 2026Q2: 2,161 shares 2,161 $799K 0.16% -12 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,717 shares; 2024Q4: 15,914 shares; 2025Q1: 15,999 shares; 2025Q2: 16,756 shares; 2025Q3: 16,884 shares; 2025Q4: 17,718 shares; 2026Q1: 17,255 shares; 2026Q2: 16,279 shares 16,279 $798K 0.16% -976 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,085 shares; 2024Q4: 45,840 shares; 2025Q1: 45,840 shares; 2025Q2: 45,840 shares; 2025Q3: 45,841 shares; 2025Q4: 45,840 shares; 2026Q1: 45,840 shares; 2026Q2: 45,841 shares 45,841 $766K 0.15% +1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,364 shares; 2024Q4: 2,367 shares; 2025Q1: 2,399 shares; 2025Q2: 2,823 shares; 2025Q3: 2,803 shares; 2025Q4: 2,807 shares; 2026Q1: 2,605 shares; 2026Q2: 3,003 shares 3,003 $763K 0.15% +398 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 471 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 598 shares; 2025Q4: 1,076 shares; 2026Q1: 474 shares; 2026Q2: 6,377 shares 6,377 $762K 0.15% +5,903 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,002 shares; 2024Q4: 8,131 shares; 2025Q1: 22,297 shares; 2025Q2: 21,875 shares; 2025Q3: 20,719 shares; 2025Q4: 17,628 shares; 2026Q1: 16,019 shares; 2026Q2: 8,617 shares 8,617 $745K 0.15% -7,402 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,970 shares; 2025Q1: 8,720 shares; 2025Q2: 7,495 shares; 2025Q3: 7,495 shares; 2025Q4: 5,970 shares; 2026Q1: 7,233 shares; 2026Q2: 9,124 shares 9,124 $740K 0.14% +1,891 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,610 shares 3,610 $728K 0.14% new Timeline HYP ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,643 shares 22,643 $725K 0.14% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,241 shares; 2024Q4: 11,364 shares; 2025Q1: 11,335 shares; 2025Q2: 11,086 shares; 2025Q3: 10,921 shares; 2025Q4: 10,380 shares; 2026Q1: 10,456 shares; 2026Q2: 9,969 shares 9,969 $717K 0.14% -487 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,319 shares; 2024Q4: 19,850 shares; 2025Q1: 21,769 shares; 2025Q2: 20,740 shares; 2025Q3: 19,569 shares; 2025Q4: 18,915 shares; 2026Q1: 18,767 shares; 2026Q2: 16,659 shares 16,659 $705K 0.14% -2,108 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,326 shares; 2025Q1: 3,360 shares; 2025Q2: 3,495 shares; 2025Q3: 3,161 shares; 2025Q4: 2,294 shares; 2026Q1: 2,042 shares; 2026Q2: 4,430 shares 4,430 $695K 0.14% +2,388 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,907 shares; 2024Q4: 4,122 shares; 2025Q1: 4,197 shares; 2025Q2: 4,512 shares; 2025Q3: 4,982 shares; 2025Q4: 4,523 shares; 2026Q1: 4,754 shares; 2026Q2: 5,869 shares 5,869 $691K 0.14% +1,115 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,662 shares; 2024Q4: 5,553 shares; 2025Q1: 5,554 shares; 2025Q2: 5,532 shares; 2025Q3: 5,505 shares; 2025Q4: 5,505 shares; 2026Q1: not reported; 2026Q2: 5,425 shares 5,425 $690K 0.14% new Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,571 shares 10,571 $665K 0.13% new Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,235 shares; 2024Q4: 17,235 shares; 2025Q1: 17,235 shares; 2025Q2: 17,235 shares; 2025Q3: 17,235 shares; 2025Q4: 17,235 shares; 2026Q1: 17,235 shares; 2026Q2: 17,235 shares 17,235 $664K 0.13% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,843 shares; 2025Q3: 11,136 shares; 2025Q4: 11,505 shares; 2026Q1: 12,172 shares; 2026Q2: 13,207 shares 13,207 $643K 0.13% +1,035 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,899 shares; 2025Q4: 1,295 shares; 2026Q1: 1,470 shares; 2026Q2: 1,476 shares 1,476 $640K 0.13% +6 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,280 shares; 2024Q4: 3,316 shares; 2025Q1: 3,175 shares; 2025Q2: 3,060 shares; 2025Q3: 2,719 shares; 2025Q4: 2,712 shares; 2026Q1: 2,714 shares; 2026Q2: 2,515 shares 2,515 $633K 0.12% -199 Timeline GMRS GMR SOLUTIONS INC More: the full row for GMR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,133 shares 40,133 $620K 0.12% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,693 shares; 2024Q4: 24,768 shares; 2025Q1: 24,874 shares; 2025Q2: 25,151 shares; 2025Q3: 25,230 shares; 2025Q4: 22,864 shares; 2026Q1: 22,916 shares; 2026Q2: 21,739 shares 21,739 $600K 0.12% -1,177 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,380 shares; 2024Q4: 25,380 shares; 2025Q1: 25,380 shares; 2025Q2: 20,126 shares; 2025Q3: 14,601 shares; 2025Q4: 14,401 shares; 2026Q1: 14,311 shares; 2026Q2: 14,186 shares 14,186 $591K 0.12% -125 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,585 shares; 2024Q4: 15,585 shares; 2025Q1: 13,585 shares; 2025Q2: 13,585 shares; 2025Q3: 13,585 shares; 2025Q4: 13,585 shares; 2026Q1: 13,585 shares; 2026Q2: 13,585 shares 13,585 $587K 0.12% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,391 shares; 2024Q4: 5,385 shares; 2025Q1: 5,311 shares; 2025Q2: 5,754 shares; 2025Q3: 5,710 shares; 2025Q4: 5,761 shares; 2026Q1: 6,616 shares; 2026Q2: 6,645 shares 6,645 $583K 0.11% +29 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,420 shares; 2024Q4: 5,672 shares; 2025Q1: 7,888 shares; 2025Q2: 7,484 shares; 2025Q3: 7,575 shares; 2025Q4: 8,498 shares; 2026Q1: 9,960 shares; 2026Q2: 9,421 shares 9,421 $577K 0.11% -539 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,148 shares; 2024Q4: 1,796 shares; 2025Q1: 2,031 shares; 2025Q2: 2,230 shares; 2025Q3: 2,680 shares; 2025Q4: 2,103 shares; 2026Q1: 2,346 shares; 2026Q2: 2,624 shares 2,624 $568K 0.11% +278 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,076 shares; 2025Q4: 5,598 shares; 2026Q1: 9,420 shares; 2026Q2: 5,670 shares 5,670 $564K 0.11% -3,750 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 966 shares; 2025Q1: 1,052 shares; 2025Q2: 1,191 shares; 2025Q3: 1,287 shares; 2025Q4: 1,365 shares; 2026Q1: 1,273 shares; 2026Q2: 1,408 shares 1,408 $560K 0.11% +135 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: 7,329 shares; 2025Q3: 7,329 shares; 2025Q4: 7,329 shares; 2026Q1: 7,329 shares; 2026Q2: 7,329 shares 7,329 $555K 0.11% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,101 shares; 2026Q2: 24,119 shares 24,119 $552K 0.11% +18 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 2,006 shares; 2025Q1: 1,969 shares; 2025Q2: 2,415 shares; 2025Q3: 2,417 shares; 2025Q4: 2,318 shares; 2026Q1: 2,074 shares; 2026Q2: 2,965 shares 2,965 $548K 0.11% +891 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,063 shares; 2024Q4: 13,499 shares; 2025Q1: 13,448 shares; 2025Q2: 13,467 shares; 2025Q3: 13,416 shares; 2025Q4: 27,922 shares; 2026Q1: 23,727 shares; 2026Q2: 23,922 shares 23,922 $545K 0.11% +195 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 15,513 shares; 2026Q1: 2,606 shares; 2026Q2: 2,798 shares 2,798 $537K 0.11% +192 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 4,961 shares; 2025Q1: 8,443 shares; 2025Q2: 8,134 shares; 2025Q3: 8,039 shares; 2025Q4: 8,609 shares; 2026Q1: 7,505 shares; 2026Q2: 7,482 shares 7,482 $533K 0.1% -23 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,999 shares; 2026Q2: 7,002 shares 7,002 $524K 0.1% +3 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,660 shares; 2026Q1: 3,085 shares; 2026Q2: 3,272 shares 3,272 $518K 0.1% +187 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,597 shares; 2025Q1: 3,253 shares; 2025Q2: 3,807 shares; 2025Q3: 4,082 shares; 2025Q4: 4,223 shares; 2026Q1: 2,250 shares; 2026Q2: 2,061 shares 2,061 $512K 0.1% -189 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 4,979 shares 4,979 $501K 0.1% +2,979 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,882 shares; 2024Q4: 12,007 shares; 2025Q1: 12,086 shares; 2025Q2: 12,004 shares; 2025Q3: 12,075 shares; 2025Q4: 11,888 shares; 2026Q1: 12,803 shares; 2026Q2: 13,105 shares 13,105 $499K 0.1% +302 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,565 shares; 2025Q3: not reported; 2025Q4: 14,171 shares; 2026Q1: 14,780 shares; 2026Q2: 18,168 shares 18,168 $494K 0.1% +3,388 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,618 shares; 2024Q4: 19,213 shares; 2025Q1: 19,956 shares; 2025Q2: 29,604 shares; 2025Q3: 19,392 shares; 2025Q4: 17,090 shares; 2026Q1: 19,353 shares; 2026Q2: 20,511 shares 20,511 $494K 0.1% +1,158 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,341 shares; 2024Q4: 51,624 shares; 2025Q1: 50,761 shares; 2025Q2: 61,706 shares; 2025Q3: 49,239 shares; 2025Q4: 52,080 shares; 2026Q1: 57,260 shares; 2026Q2: 65,260 shares 65,260 $493K 0.1% +8,000 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,210 shares; 2025Q1: 17,155 shares; 2025Q2: 11,080 shares; 2025Q3: 11,080 shares; 2025Q4: 11,404 shares; 2026Q1: 11,404 shares; 2026Q2: 10,703 shares 10,703 $491K 0.1% -701 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,107 shares; 2024Q4: 6,118 shares; 2025Q1: 6,072 shares; 2025Q2: 6,011 shares; 2025Q3: 5,421 shares; 2025Q4: 5,922 shares; 2026Q1: 5,929 shares; 2026Q2: 5,938 shares 5,938 $491K 0.1% +9 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 1,335 shares 1,335 $488K 0.1% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,230 shares; 2024Q4: 13,272 shares; 2025Q1: 12,616 shares; 2025Q2: 12,675 shares; 2025Q3: 11,999 shares; 2025Q4: 8,477 shares; 2026Q1: 8,344 shares; 2026Q2: 8,362 shares 8,362 $476K 0.09% +18 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,650 shares 17,650 $474K 0.09% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,331 shares; 2025Q1: 2,343 shares; 2025Q2: 2,242 shares; 2025Q3: 2,240 shares; 2025Q4: 2,160 shares; 2026Q1: 2,085 shares; 2026Q2: 2,098 shares 2,098 $473K 0.09% +13 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,670 shares; 2025Q4: 11,670 shares; 2026Q1: 11,595 shares; 2026Q2: 11,095 shares 11,095 $468K 0.09% -500 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,633 shares; 2025Q1: 2,589 shares; 2025Q2: 2,590 shares; 2025Q3: 2,829 shares; 2025Q4: 2,436 shares; 2026Q1: 2,584 shares; 2026Q2: 2,861 shares 2,861 $468K 0.09% +277 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,715 shares 1,715 $464K 0.09% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,102 shares; 2025Q2: 16,900 shares; 2025Q3: 12,677 shares; 2025Q4: 11,907 shares; 2026Q1: 11,515 shares; 2026Q2: 9,286 shares 9,286 $462K 0.09% -2,229 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,370 shares; 2024Q4: 29,478 shares; 2025Q1: 29,228 shares; 2025Q2: 30,586 shares; 2025Q3: 44,303 shares; 2025Q4: 27,219 shares; 2026Q1: 27,607 shares; 2026Q2: 22,232 shares 22,232 $460K 0.09% -5,375 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: not reported; 2026Q2: 1,045 shares 1,045 $457K 0.09% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,606 shares 4,606 $457K 0.09% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 2,807 shares; 2025Q1: 1,509 shares; 2025Q2: 2,284 shares; 2025Q3: 2,290 shares; 2025Q4: 2,210 shares; 2026Q1: 2,505 shares; 2026Q2: 2,379 shares 2,379 $451K 0.09% -126 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,452 shares; 2026Q1: not reported; 2026Q2: 7,949 shares 7,949 $442K 0.09% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: 2,835 shares; 2025Q1: 3,454 shares; 2025Q2: 3,596 shares; 2025Q3: 2,526 shares; 2025Q4: 2,062 shares; 2026Q1: 2,336 shares; 2026Q2: 2,356 shares 2,356 $437K 0.09% +20 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,327 shares; 2025Q2: 1,423 shares; 2025Q3: 1,013 shares; 2025Q4: 2,895 shares; 2026Q1: 2,260 shares; 2026Q2: 2,249 shares 2,249 $428K 0.08% -11 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,946 shares; 2024Q4: 46,464 shares; 2025Q1: 46,108 shares; 2025Q2: 49,886 shares; 2025Q3: 45,831 shares; 2025Q4: 45,688 shares; 2026Q1: 52,945 shares; 2026Q2: 51,645 shares 51,645 $427K 0.08% -1,300 Timeline MVLL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,362 shares 7,362 $423K 0.08% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,760 shares; 2024Q4: 33,444 shares; 2025Q1: 37,849 shares; 2025Q2: 43,401 shares; 2025Q3: 42,456 shares; 2025Q4: 47,343 shares; 2026Q1: 17,338 shares; 2026Q2: 7,872 shares 7,872 $422K 0.08% -9,466 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $417K 0.08% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,882 shares; 2024Q4: 35,505 shares; 2025Q1: 33,546 shares; 2025Q2: 33,008 shares; 2025Q3: 31,549 shares; 2025Q4: 24,636 shares; 2026Q1: 28,332 shares; 2026Q2: 29,694 shares 29,694 $413K 0.08% +1,362 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,835 shares 34,835 $411K 0.08% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,155 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 14,043 shares; 2025Q3: 13,482 shares; 2025Q4: 13,219 shares; 2026Q1: 3,663 shares; 2026Q2: 1,544 shares 1,544 $409K 0.08% -2,119 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,908 shares; 2026Q2: 13,370 shares 13,370 $407K 0.08% +2,462 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,122 shares; 2024Q4: 34,122 shares; 2025Q1: 34,122 shares; 2025Q2: 34,122 shares; 2025Q3: 34,122 shares; 2025Q4: 34,122 shares; 2026Q1: 34,122 shares; 2026Q2: 34,122 shares 34,122 $406K 0.08% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $399K 0.08% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,615 shares; 2024Q4: 21,540 shares; 2025Q1: 21,540 shares; 2025Q2: 21,540 shares; 2025Q3: 21,540 shares; 2025Q4: 21,540 shares; 2026Q1: 21,535 shares; 2026Q2: 21,535 shares 21,535 $399K 0.08% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,223 shares; 2025Q4: 7,828 shares; 2026Q1: 3,246 shares; 2026Q2: 1,528 shares 1,528 $398K 0.08% -1,718 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: not reported; 2025Q2: 1,696 shares; 2025Q3: 1,698 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,899 shares 1,899 $397K 0.08% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,541 shares 2,541 $393K 0.08% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,916 shares; 2025Q4: 6,034 shares; 2026Q1: 5,201 shares; 2026Q2: 5,204 shares 5,204 $393K 0.08% +3 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 501 shares; 2025Q1: 357 shares; 2025Q2: 282 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 287 shares; 2026Q2: 285 shares 285 $388K 0.08% -2 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,991 shares; 2025Q1: 6,011 shares; 2025Q2: 6,094 shares; 2025Q3: 5,954 shares; 2025Q4: 5,748 shares; 2026Q1: 5,253 shares; 2026Q2: 5,283 shares 5,283 $388K 0.08% +30 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: 2,458 shares; 2026Q1: 2,991 shares; 2026Q2: 2,926 shares 2,926 $387K 0.08% -65 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: 3,039 shares; 2025Q1: 3,034 shares; 2025Q2: 2,839 shares; 2025Q3: 2,603 shares; 2025Q4: 2,607 shares; 2026Q1: 2,609 shares; 2026Q2: 2,594 shares 2,594 $385K 0.08% -15 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,750 shares; 2025Q1: 10,750 shares; 2025Q2: 10,750 shares; 2025Q3: 10,750 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares; 2026Q2: 10,750 shares 10,750 $383K 0.08% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,263 shares; 2025Q4: 3,183 shares; 2026Q1: 3,503 shares; 2026Q2: 3,505 shares 3,505 $382K 0.07% +2 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,214 shares; 2025Q2: 1,364 shares; 2025Q3: 1,367 shares; 2025Q4: 1,369 shares; 2026Q1: 1,371 shares; 2026Q2: 1,374 shares 1,374 $376K 0.07% +3 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,422 shares; 2024Q4: 92,769 shares; 2025Q1: 103,994 shares; 2025Q2: 98,963 shares; 2025Q3: 95,242 shares; 2025Q4: 82,260 shares; 2026Q1: 81,482 shares; 2026Q2: 73,839 shares 73,839 $357K 0.07% -7,643 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 2,057 shares; 2025Q1: 2,262 shares; 2025Q2: 2,111 shares; 2025Q3: 2,041 shares; 2025Q4: 2,678 shares; 2026Q1: 2,764 shares; 2026Q2: 2,252 shares 2,252 $357K 0.07% -512 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141 shares; 2026Q2: 157 shares 157 $357K 0.07% +16 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 645 shares; 2025Q1: 681 shares; 2025Q2: 695 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 679 shares; 2026Q2: 684 shares 684 $351K 0.07% +5 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,363 shares; 2025Q1: 1,274 shares; 2025Q2: 1,239 shares; 2025Q3: 1,263 shares; 2025Q4: 1,257 shares; 2026Q1: 1,244 shares; 2026Q2: 1,248 shares 1,248 $344K 0.07% +4 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,456 shares; 2025Q1: 17,960 shares; 2025Q2: 20,288 shares; 2025Q3: 15,780 shares; 2025Q4: 10,693 shares; 2026Q1: 10,325 shares; 2026Q2: 10,240 shares 10,240 $341K 0.07% -85 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 3,606 shares; 2025Q1: 3,616 shares; 2025Q2: 3,630 shares; 2025Q3: 3,640 shares; 2025Q4: 4,451 shares; 2026Q1: 4,452 shares; 2026Q2: 4,469 shares 4,469 $339K 0.07% +17 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,115 shares; 2025Q2: 11,090 shares; 2025Q3: 11,140 shares; 2025Q4: 8,070 shares; 2026Q1: 8,050 shares; 2026Q2: 7,550 shares 7,550 $330K 0.06% -500 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,656 shares; 2025Q3: 5,664 shares; 2025Q4: 5,259 shares; 2026Q1: 5,255 shares; 2026Q2: 6,622 shares 6,622 $329K 0.06% +1,367 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 876 shares; 2026Q1: 866 shares; 2026Q2: 454 shares 454 $328K 0.06% -412 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,261 shares; 2025Q1: 2,223 shares; 2025Q2: 2,121 shares; 2025Q3: 2,114 shares; 2025Q4: 4,351 shares; 2026Q1: 2,036 shares; 2026Q2: 1,968 shares 1,968 $326K 0.06% -68 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,393 shares; 2024Q4: 5,192 shares; 2025Q1: 4,760 shares; 2025Q2: 4,154 shares; 2025Q3: 3,733 shares; 2025Q4: 2,107 shares; 2026Q1: 2,139 shares; 2026Q2: 2,141 shares 2,141 $326K 0.06% +2 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares; 2026Q2: 8,850 shares 8,850 $323K 0.06% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,792 shares; 2025Q1: 1,825 shares; 2025Q2: 1,918 shares; 2025Q3: 1,741 shares; 2025Q4: 1,752 shares; 2026Q1: 1,765 shares; 2026Q2: 1,778 shares 1,778 $322K 0.06% +13 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 768 shares; 2025Q4: 767 shares; 2026Q1: 727 shares; 2026Q2: 748 shares 748 $319K 0.06% +21 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,376 shares; 2025Q1: 1,519 shares; 2025Q2: 4,166 shares; 2025Q3: 2,150 shares; 2025Q4: 4,015 shares; 2026Q1: 1,727 shares; 2026Q2: 2,174 shares 2,174 $319K 0.06% +447 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 3,619 shares; 2025Q1: 3,892 shares; 2025Q2: 7,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,526 shares 6,526 $313K 0.06% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,570 shares; 2026Q2: 1,780 shares 1,780 $309K 0.06% +210 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,910 shares; 2025Q3: 1,730 shares; 2025Q4: 1,782 shares; 2026Q1: not reported; 2026Q2: 3,366 shares 3,366 $309K 0.06% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,868 shares; 2026Q1: 6,149 shares; 2026Q2: 5,802 shares 5,802 $309K 0.06% -347 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,898 shares; 2025Q1: 1,274 shares; 2025Q2: 1,218 shares; 2025Q3: 1,331 shares; 2025Q4: 1,380 shares; 2026Q1: 1,553 shares; 2026Q2: 1,568 shares 1,568 $307K 0.06% +15 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,610 shares; 2025Q2: 1,623 shares; 2025Q3: 1,663 shares; 2025Q4: 1,677 shares; 2026Q1: 1,939 shares; 2026Q2: 1,956 shares 1,956 $306K 0.06% +17 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 7,850 shares 7,850 $303K 0.06% 0 Timeline NUG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,051 shares 34,051 $303K 0.06% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 986 shares; 2026Q2: 987 shares 987 $302K 0.06% +1 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,945 shares 3,945 $300K 0.06% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 13,825 shares; 2025Q1: 15,155 shares; 2025Q2: 14,475 shares; 2025Q3: 12,606 shares; 2025Q4: 12,206 shares; 2026Q1: 16,506 shares; 2026Q2: 16,556 shares 16,556 $297K 0.06% +50 Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,755 shares 5,755 $297K 0.06% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,055 shares; 2025Q1: 9,055 shares; 2025Q2: 6,930 shares; 2025Q3: 6,930 shares; 2025Q4: 6,800 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $292K 0.06% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 1,959 shares; 2025Q1: 1,967 shares; 2025Q2: 5,663 shares; 2025Q3: 2,821 shares; 2025Q4: 1,881 shares; 2026Q1: 1,988 shares; 2026Q2: 1,833 shares 1,833 $290K 0.06% -155 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,076 shares; 2024Q4: 18,053 shares; 2025Q1: 17,577 shares; 2025Q2: 11,118 shares; 2025Q3: 8,090 shares; 2025Q4: 5,146 shares; 2026Q1: 5,046 shares; 2026Q2: 4,743 shares 4,743 $288K 0.06% -303 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,191 shares 6,191 $285K 0.06% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 753 shares; 2025Q1: 754 shares; 2025Q2: 706 shares; 2025Q3: 711 shares; 2025Q4: 710 shares; 2026Q1: 711 shares; 2026Q2: 715 shares 715 $284K 0.06% +4 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,478 shares; 2026Q2: 3,478 shares 3,478 $283K 0.06% 0 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,587 shares; 2025Q1: 12,658 shares; 2025Q2: 12,658 shares; 2025Q3: 11,393 shares; 2025Q4: 8,997 shares; 2026Q1: 8,997 shares; 2026Q2: 8,297 shares 8,297 $281K 0.06% -700 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 1,442 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,237 shares; 2026Q2: 1,237 shares 1,237 $281K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 911 shares 911 $275K 0.05% new Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,605 shares; 2026Q2: 10,528 shares 10,528 $272K 0.05% -77 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,826 shares; 2024Q4: 6,592 shares; 2025Q1: 4,109 shares; 2025Q2: 3,667 shares; 2025Q3: 4,135 shares; 2025Q4: 3,882 shares; 2026Q1: 6,530 shares; 2026Q2: 6,287 shares 6,287 $272K 0.05% -243 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,975 shares 2,975 $270K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,444 shares; 2024Q4: 1,678 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 898 shares 898 $267K 0.05% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,706 shares 10,706 $266K 0.05% 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; 2024Q3: 2,089 shares; 2024Q4: 2,109 shares; 2025Q1: 2,150 shares; 2025Q2: 2,177 shares; 2025Q3: 2,210 shares; 2025Q4: 2,228 shares; 2026Q1: 2,404 shares; 2026Q2: 2,442 shares 2,442 $264K 0.05% +38 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,693 shares; 2025Q4: 14,693 shares; 2026Q1: 14,693 shares; 2026Q2: 14,693 shares 14,693 $263K 0.05% 0 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,148 shares 3,148 $261K 0.05% new Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,786 shares; 2024Q4: 22,775 shares; 2025Q1: 22,775 shares; 2025Q2: 13,175 shares; 2025Q3: 11,175 shares; 2025Q4: 10,075 shares; 2026Q1: 10,075 shares; 2026Q2: 8,825 shares 8,825 $260K 0.05% -1,250 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,079 shares; 2026Q1: 1,077 shares; 2026Q2: 1,073 shares 1,073 $260K 0.05% -4 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,620 shares; 2026Q1: 5,033 shares; 2026Q2: 3,123 shares 3,123 $258K 0.05% -1,910 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares; 2025Q4: 1,944 shares; 2026Q1: 714 shares; 2026Q2: 688 shares 688 $257K 0.05% -26 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,705 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,930 shares; 2026Q1: 2,952 shares; 2026Q2: 2,952 shares 2,952 $257K 0.05% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,130 shares; 2024Q4: 11,174 shares; 2025Q1: 11,215 shares; 2025Q2: 11,265 shares; 2025Q3: 11,314 shares; 2025Q4: 11,362 shares; 2026Q1: 10,552 shares; 2026Q2: 11,456 shares 11,456 $256K 0.05% +904 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,312 shares; 2025Q1: not reported; 2025Q2: 1,828 shares; 2025Q3: 1,878 shares; 2025Q4: 1,875 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $256K 0.05% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,602 shares; 2024Q4: 5,491 shares; 2025Q1: 5,588 shares; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 4,856 shares; 2026Q1: 5,172 shares; 2026Q2: 5,245 shares 5,245 $250K 0.05% +73 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 1,052 shares; 2025Q1: 995 shares; 2025Q2: 892 shares; 2025Q3: 981 shares; 2025Q4: 710 shares; 2026Q1: not reported; 2026Q2: 597 shares 597 $248K 0.05% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,750 shares; 2026Q1: 4,750 shares; 2026Q2: 4,750 shares 4,750 $248K 0.05% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,875 shares 3,875 $247K 0.05% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 2,848 shares 2,848 $245K 0.05% +2,363 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $245K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,287 shares; 2025Q1: 1,269 shares; 2025Q2: 1,203 shares; 2025Q3: 1,177 shares; 2025Q4: 1,137 shares; 2026Q1: 1,061 shares; 2026Q2: 900 shares 900 $243K 0.05% -161 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,568 shares; 2024Q4: 4,646 shares; 2025Q1: 4,682 shares; 2025Q2: 4,740 shares; 2025Q3: 4,800 shares; 2025Q4: 4,876 shares; 2026Q1: 4,914 shares; 2026Q2: 4,972 shares 4,972 $243K 0.05% +58 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,796 shares; 2024Q4: 12,406 shares; 2025Q1: 15,596 shares; 2025Q2: 15,902 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,972 shares 2,972 $240K 0.05% new Timeline XTOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,615 shares; 2026Q1: 6,615 shares; 2026Q2: 6,615 shares 6,615 $239K 0.05% 0 Timeline CWVX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,047 shares 9,047 $238K 0.05% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,301 shares; 2024Q4: 34,831 shares; 2025Q1: 31,585 shares; 2025Q2: 31,656 shares; 2025Q3: 31,120 shares; 2025Q4: 30,374 shares; 2026Q1: 31,613 shares; 2026Q2: 23,901 shares 23,901 $234K 0.05% -7,712 Timeline GOOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,100 shares; 2024Q4: 13,305 shares; 2025Q1: 13,604 shares; 2025Q2: 14,006 shares; 2025Q3: 14,523 shares; 2025Q4: 15,451 shares; 2026Q1: 16,974 shares; 2026Q2: 17,557 shares 17,557 $233K 0.05% +583 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $232K 0.05% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,440 shares; 2024Q4: 7,442 shares; 2025Q1: 7,443 shares; 2025Q2: 7,448 shares; 2025Q3: 7,451 shares; 2025Q4: 4,426 shares; 2026Q1: 4,426 shares; 2026Q2: 4,428 shares 4,428 $232K 0.05% +2 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,050 shares 5,050 $230K 0.05% -400 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,633 shares; 2024Q4: 2,671 shares; 2025Q1: 2,676 shares; 2025Q2: 2,681 shares; 2025Q3: 2,676 shares; 2025Q4: 2,331 shares; 2026Q1: 2,130 shares; 2026Q2: 1,824 shares 1,824 $230K 0.05% -306 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,286 shares; 2025Q1: 2,986 shares; 2025Q2: 3,028 shares; 2025Q3: 3,028 shares; 2025Q4: 3,087 shares; 2026Q1: not reported; 2026Q2: 5,177 shares 5,177 $230K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,342 shares 1,342 $229K 0.04% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,192 shares; 2026Q2: 8,192 shares 8,192 $227K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,029 shares 2,029 $225K 0.04% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares; 2026Q1: not reported; 2026Q2: 5,257 shares 5,257 $224K 0.04% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: 2,626 shares; 2025Q1: 2,629 shares; 2025Q2: 2,783 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,053 shares 2,053 $224K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $224K 0.04% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,412 shares 5,412 $223K 0.04% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,006 shares; 2025Q3: 2,637 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,756 shares 2,756 $223K 0.04% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 345 shares 345 $220K 0.04% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares; 2026Q2: 3,770 shares 3,770 $218K 0.04% -855 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,526 shares; 2026Q2: 3,997 shares 3,997 $214K 0.04% -6,529 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $214K 0.04% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,957 shares; 2026Q1: not reported; 2026Q2: 4,807 shares 4,807 $213K 0.04% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $213K 0.04% new Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,475 shares; 2025Q3: 11,544 shares; 2025Q4: 14,841 shares; 2026Q1: not reported; 2026Q2: 6,525 shares 6,525 $212K 0.04% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 775 shares 775 $211K 0.04% -875 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,858 shares; 2026Q1: 8,979 shares; 2026Q2: 8,989 shares 8,989 $211K 0.04% +10 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $209K 0.04% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,178 shares 3,178 $207K 0.04% new Timeline IDE VOYA INFRASTRUCTURE INDLS & More: the full row for VOYA INFRASTRUCTURE INDLS & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,550 shares; 2025Q1: 10,550 shares; 2025Q2: 10,550 shares; 2025Q3: 10,550 shares; 2025Q4: not reported; 2026Q1: 12,800 shares; 2026Q2: 14,910 shares 14,910 $206K 0.04% +2,110 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,285 shares 4,285 $205K 0.04% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,059 shares; 2026Q1: 17,059 shares; 2026Q2: 17,059 shares 17,059 $203K 0.04% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,255 shares; 2025Q1: 1,168 shares; 2025Q2: 1,259 shares; 2025Q3: 1,313 shares; 2025Q4: 1,231 shares; 2026Q1: 960 shares; 2026Q2: 771 shares 771 $201K 0.04% -189 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 2,218 shares; 2026Q2: 2,083 shares 2,083 $199K 0.04% -135 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,088 shares; 2025Q2: 10,088 shares; 2025Q3: 16,383 shares; 2025Q4: 13,605 shares; 2026Q1: 17,626 shares; 2026Q2: 14,330 shares 14,330 $191K 0.04% -3,296 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,981 shares; 2024Q4: 14,288 shares; 2025Q1: 14,348 shares; 2025Q2: 14,407 shares; 2025Q3: 14,468 shares; 2025Q4: 14,523 shares; 2026Q1: 13,088 shares; 2026Q2: 13,155 shares 13,155 $191K 0.04% +67 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,667 shares; 2024Q4: 1,930 shares; 2025Q1: not reported; 2025Q2: 1,889 shares; 2025Q3: 1,889 shares; 2025Q4: 1,738 shares; 2026Q1: 1,662 shares; 2026Q2: 1,662 shares 1,662 $190K 0.04% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $187K 0.04% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,700 shares; 2025Q4: 31,950 shares; 2026Q1: 30,050 shares; 2026Q2: 23,300 shares 23,300 $179K 0.04% -6,750 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $174K 0.03% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,647 shares; 2024Q4: 12,938 shares; 2025Q1: 13,320 shares; 2025Q2: 11,993 shares; 2025Q3: 11,588 shares; 2025Q4: 12,694 shares; 2026Q1: 13,040 shares; 2026Q2: 13,426 shares 13,426 $146K 0.03% +386 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,786 shares; 2024Q4: 77,448 shares; 2025Q1: 71,910 shares; 2025Q2: 72,635 shares; 2025Q3: 67,432 shares; 2025Q4: 67,373 shares; 2026Q1: 58,393 shares; 2026Q2: 59,040 shares 59,040 $136K 0.03% +647 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 132 shares; 2025Q4: 403 shares; 2026Q1: not reported; 2026Q2: 622 shares 622 $128K 0.02% new Timeline CCUP ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,441 shares 81,441 $121K 0.02% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,978 shares; 2024Q4: 16,054 shares; 2025Q1: 13,435 shares; 2025Q2: 13,443 shares; 2025Q3: 12,944 shares; 2025Q4: not reported; 2026Q1: 10,489 shares; 2026Q2: 12,875 shares 12,875 $121K 0.02% +2,386 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,456 shares; 2025Q2: 6,453 shares; 2025Q3: 4,196 shares; 2025Q4: 3,229 shares; 2026Q1: not reported; 2026Q2: 2,521 shares 2,521 $104K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,329 shares; 2025Q2: 3,155 shares; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 809 shares; 2026Q2: 717 shares 717 $93.7K 0.02% -92 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $87.5K 0.02% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,845 shares; 2026Q2: 3,845 shares 3,845 $80.9K 0.02% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,721 shares; 2024Q4: 13,796 shares; 2025Q1: 12,712 shares; 2025Q2: 12,773 shares; 2025Q3: 12,810 shares; 2025Q4: 12,861 shares; 2026Q1: 12,889 shares; 2026Q2: 12,932 shares 12,932 $62.9K 0.01% +43 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,143 shares 11,143 $52.7K 0.01% new Timeline OBIO ORCHESTRA BIOMED HLDGS INC More: the full row for ORCHESTRA BIOMED HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,562 shares; 2026Q2: 10,562 shares 10,562 $45.6K 0.01% 0 Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,197 shares; 2026Q1: 15,197 shares; 2026Q2: 15,197 shares 15,197 $42.9K 0.01% 0 Timeline DAMD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $35.2K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $33.7K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $29.8K 0.01% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $28.9K 0.01% 0 Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,100 shares; 2024Q4: 25,900 shares; 2025Q1: 24,650 shares; 2025Q2: 28,400 shares; 2025Q3: 23,800 shares; 2025Q4: 19,800 shares; 2026Q1: 21,800 shares; 2026Q2: 21,800 shares 21,800 $23.8K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 561 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $13.5K <0.01% 0 Timeline MTEK MARIS TECH LTD More: the full row for MARIS TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $9.8K <0.01% new Timeline